What Works Today, What's in Testing, What's Planned.

MAX, Independent Performance Evaluator

Designed to support this role: scores agents' work against goals and checklists, outside the work itself.

RED, Red-Team Tester

Designed to support this role: attacks the system's own weak points so they can be fixed.

SOCRATEE, Deep-Thinking Advisor

Designed to support this role: ripple effects, scenarios and the strongest case against a big decision.

LIBBY, Compliance Librarian

Designed to support this role: files, dates and re-checks the verified reference library.

AIDEN, Employee Assistant

Designed to support this role: helps each employee with drafting, summaries and their own tasks.

ANA, Analytics

Designed to support this role: KPIs, data quality checks and plain-language insight reports.

ARCHIE, Records Management

Designed to support this role: records inventory, retention schedule drafts and filing standards.

AUDRA, Internal Audit

Designed to support this role: samples records to test that controls are followed.

CARA, Customer Care

Designed to support this role: logs requests and drafts replies for a service person to send.

CONNIE, Tech Partner Referrals

Designed to support this role: suggests vetted outside technology partners.

DELLA, Delivery & Service Operations

Designed to support this role: delivery plans, milestones and onboarding plans.

ERI, Benefits & ERISA

Designed to support this role: explains the company's benefit plans from its plan documents.

FINN, Finance

Designed to support this role: budgets, forecasts and monthly financial report packs.

GIA, International Specialist

Designed to support this role: "know before you go" destination and etiquette briefs.

LEX, Legal Support

Designed to support this role: contract intake, clause summaries and deadline tracking for counsel.

LINGO, Translation

Designed to support this role: draft translations, with sensitive ones marked for human review.

MARCO, Corporate Travel

Designed to support this role: trip plans and itineraries within travel policy, approved before booking.

OTTO, Operations

Designed to support this role: procedures, operating calendars and cross-department workflows.

PENNY, Employee Discounts & Perks

Designed to support this role: a directory of public discounts and perks with sources.

PERCY, Purchasing

Designed to support this role: purchase requests, quote comparisons and purchase order drafts.

QUINN, Quality Assurance

Designed to support this role: checks work against standards before release.

REGGIE, Regulatory Compliance

Designed to support this role: register of licenses, permits and filing deadlines.

REVA, Revenue Operations

Designed to support this role: price list, renewals and win-back plans.

SAL, Sales

Designed to support this role: pipeline, meeting prep and proposal drafts.

TALLY, Expense Reports

Designed to support this role: turns receipts into policy-checked expense report drafts.

TESS, IT Help Desk

Designed to support this role: step-by-step troubleshooting and help-desk ticket drafts.

VICTOR, RFP Manager

Designed to support this role: RFP and bid response planning and drafts.

VIVA, Wellness Coach

Designed to support this role: voluntary, private everyday wellness tips.

ANCHOR, maritime

Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.

BIRDIE, aviation

Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.

CANDOR, consumer protection and fair pricing

Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.

CARGO, trade and customs

Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.

CLAIRE, insurance

Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.

EDDIE, education records

Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.

FAIR, housing

Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.

HALO, children's and member privacy

Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.

LAWSON, legal practice

Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.

MARSHALL, AI security

Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.

MYLES, trucking

Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.

OPAL, public records and open meetings

Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.

PEOPLES, employment

Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.

PIPPA, health privacy

Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.

PRIVY, consumer privacy

Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.

STERLING, financial

Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.

STEWART, generational trusts

Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.

TERRA, safety and environment

Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.

LEGACY, Family Office Executive

Designed to support this role: leads the team and assembles the monthly family office report.

ASHER, Investment Office Lead

Designed to support this role: research summaries, manager monitoring and committee packs.

ALTA, Alternative Investments

Designed to support this role: commitments, capital calls and K-1 tracking.

PORTIA, Reporting

Designed to support this role: consolidated net worth and performance reports with sources.

COMPTON, Real Estate Investment Modeling

Designed to support this role: shows the math on proposed real estate deals.

BROOKS, Controller

Designed to support this role: close checklists, reconciliations and entity books.

TREVOR, Treasury

Designed to support this role: cash position, forecasts and payment approval requests.

TATE, Tax Coordinator

Designed to support this role: tax calendars and document tracking for the family's CPA.

ELLIS, Entity & Document Manager

Designed to support this role: entity register and document vault index.

JUSTINE, Legal & Compliance Coordinator

Designed to support this role: matter log and compliance calendar for counsel.

TRUMAN, Trust & Estate

Designed to support this role: trust inventory and plain summaries for the estate attorney.

ESTELLE, Governance & Family Liaison

Designed to support this role: family council agendas and governance calendar.

FONDA, Foundation

Designed to support this role: grant log, payout calendar and board materials.

NEXA, Next-Gen Education

Designed to support this role: age-appropriate financial education materials.

WILLOW, Heritage Keeper

Designed to support this role: family tree, records research guidance and heritage stories.

ATLAS, Historian

Designed to support this role: world history, destination history and etiquette.

BELLE, Lifestyle Concierge

Designed to support this role: renewals, gift and event calendars and vendor coordination.

HUDSON, Household Manager

Designed to support this role: staff schedules, household calendar and inventory.

FLORENCE, Health Concierge

Designed to support this role: appointment scheduling and logistics only.

HALDEN, Security & Privacy Coordinator

Designed to support this role: cyber hygiene, privacy and travel security checklists.

SHELBY, Insurance & Risk

Designed to support this role: coverage inventory, renewals and questions for the broker.

LANDRY, Real Estate

Designed to support this role: property register, leases and tax calendars.

MARINA, Marine

Designed to support this role: vessel register, renewals and maintenance calendars.

SKYE, Aviation

Designed to support this role: aircraft register, inspections and charter vetting checklists.

MONA, Art & Collections

Designed to support this role: collection inventory, appraisals and loans tracking.

COUTURE, Personal Style Advisor

Designed to support this role: outfit and dress-code suggestions.

ATTIE, Wardrobe Keeper

Designed to support this role: event wardrobe log so nothing repeats before the same guests.

ADVI, wealth advisor practices

Designed for wealth advisor practices.

Professional & Financial

CAP, private equity

Designed for private equity.

Professional & Financial

COMPTON, pension real estate modeling

Designed for pension real estate modeling.

Professional & Financial

DEED, real estate brokerages

Designed for real estate brokerages.

Professional & Financial

DOCKET, law practices

Designed for law practices.

Professional & Financial

PENN, pension funds and RFPs

Designed for pension funds and RFPs.

Professional & Financial

PROOF, litigation document review

Designed for litigation document review.

Professional & Financial

RECON, accounting firms

Designed for accounting firms.

Professional & Financial

RISK, insurance agencies

Designed for insurance agencies.

Professional & Financial

VAULT, banks and credit unions

Designed for banks and credit unions.

Professional & Financial

ZONED, architecture and zoning

Designed for architecture and zoning.

Professional & Financial

FLOCK, churches

Designed for churches.

Community

HOMER, HOA boards

Designed for HOA boards.

Community

LEAH, property management

Designed for property management.

Community

LIVVY, 55+ communities

Designed for 55+ communities.

Community

MANNY, community management companies

Designed for community management companies.

Community

SHEP, church management companies

Designed for church management companies.

Community

AVEN, assisted living

Designed for assisted living.

Healthcare

FLEX, physical therapy

Designed for physical therapy.

Healthcare

GUMS, dental

Designed for dental.

Healthcare

INTAKE, family medicine

Designed for family medicine.

Healthcare

PAWS, veterinary

Designed for veterinary.

Healthcare

SPINE, chiropractic

Designed for chiropractic.

Healthcare

CALL, home service trades

Designed for home service trades.

Hospitality & Consumer

CHEF, restaurants

Designed for restaurants.

Hospitality & Consumer

GLOW, salons and spas

Designed for salons and spas.

Hospitality & Consumer

GRACE, funeral homes

Designed for funeral homes.

Hospitality & Consumer

RATER, hotels

Designed for hotels.

Hospitality & Consumer

REP, gyms and clubs

Designed for gyms and clubs.

Hospitality & Consumer

SKU, retail and e-commerce

Designed for retail and e-commerce.

Hospitality & Consumer

TOUR, travel agencies

Designed for travel agencies.

Hospitality & Consumer

VIN, auto dealers

Designed for auto dealers.

Hospitality & Consumer

BIM, construction

Designed for construction.

Industrial & Energy

GRID, solar and energy

Designed for solar and energy.

Industrial & Energy

HAULEY, trucking

Designed for trucking.

Industrial & Energy

OEE, manufacturing

Designed for manufacturing.

Industrial & Energy

ROUTE, logistics

Designed for logistics.

Industrial & Energy

IQ Power Pack

Knowledge dimension in testing; the remaining dimensions are planned.