Corey JamesThe story
The agent joins the customer call, presents the deck and shares its screen for a live demo. When the customer asks a technical question, it answers aloud from the product's own code and documentation. After the call it sends the recap, updates the deal with what was promised and opens a request for anything the product cannot do yet.
The crew
The specialists behind this role, grouped by the kind of work they do.
Does the work
- Sales Pipeline ManagerIt keeps every deal in the right stage of the right pipeline, links deals to the people and companies involved, imports deals from other tools, and reports the pipeline.Also serves The Chief of Staff, The Lead Catcher
- Issue Triage EngineerReads each new issue, finds the code most likely at fault and comments the suspect file and line with a triage label so a developer starts in the right place.Also serves The Support Desk, The Ticket Clearer
- Product Demo Clip MakerRecords a terminal or product session, masks addresses and private details, paces it and returns a captioned demo clip ready to post.Also serves The Training Department, The Developer Advocate
Keeps knowledge
- Codebase Answer DeskAnswers plain-language questions about the team's own code, such as "where do we handle refunds" or "what calls this function", and returns the exact files and lines.Also serves The Code Guide
- Reference ResearcherBefore anyone writes code, finds how the specification, the vendor manual, a library's source or a documentation website handles the problem, and returns cited sections with page numbers or file paths.Also serves The Research Desk, The Code Guide
Speaks to people
- Meeting ParticipantIt listens, answers aloud, takes on tasks, raises its hand when a result is ready, and shows its work on screen or in a presentation.Also serves The Digital Employee
- Slide PresenterTurns a written project document into a slide deck, presents it in the meeting, moves through the slides as it talks, and shares the deck once the meeting is over.Also serves The Chief of Staff, The Launch Manager, The Presenter
- Live Demo PresenterRuns a live walkthrough in a video meeting, sharing a browser and a terminal, typing as people watch, and explaining each step aloud.Also serves The Presenter
- Meeting Recap SenderSends each attendee a personal recap after the meeting, covering what was decided, what they own, and where to find the recording.Also serves The Chief of Staff
- Meeting SchedulerBooks the meeting with a clear purpose and agenda, makes sure it will be recorded and transcribed, and shows up when it starts.Also serves The Chief of Staff, The Meeting Concierge
Where this crew also works
Routes
Routes this role works in. Its place in each one is filled in.