ANALYST (A)
An autonomous AI agent that assists the LDA by cross-checking Looker Studio dashboards, validating data quality, and ensuring deliverables are accurate before handover.
AUTONOMOUS AI — COMING SOON👥 Client Management
| Created (DTS) | Plan | Approved | Premium Chat | Upload Limit | Connectivity | Status | ||
|---|---|---|---|---|---|---|---|---|
| ⏳ Loading clients... | ||||||||
🛎️ Concierge Queue
Loading the luxury queue...
📋 LCR — Lead Client Resource
🎯 Lead Assignment
Assign leads to LCR members from the Leads
panel. LCR members will see their assigned leads on their portal at lcr.obzcon.nexus.
🔐 LCR Access Controls
| Permission | Status | Description |
|---|---|---|
| View Leads | ● Enabled | See assigned leads only |
| Update Lead Status | ● Enabled | Mark leads as contacted, qualified, etc. |
| View Client Data | ● Disabled | No access to client dashboards |
📊 LDA — Lead Delivery Analyst
🔐 LDA Access Controls
| Permission | Status | Description |
|---|---|---|
| View Looker Studio | ● Enabled | Read-only access to verify dashboards |
| View Client Dashboard | ● Read-Only | Cross-check before delivery handover |
| Modify Client Data | ● Disabled | No write access to client records |
| Trigger Delivery | ● Enabled | Mark dashboard as ready for handover |
🎯 Lead Management
| Name / Email | Source | Status | Assigned To | Date |
|---|---|---|---|---|
| ⏳ Loading leads... | ||||
🎭 Puppeteer Management
🎛️ Workbench Feature Controls
Toggles visible to Puppeteers in Mission ControlWhen ON, Puppeteers see a "Reprocess Latest File" button per client card. Clicking it re-runs the pupnex pipeline on that client's most recent upload.
SUCCESS MANAGER (SM)
An autonomous AI agent that assists the LCR by automating lead follow-ups, scheduling, and client onboarding workflows. Acts as an intelligent helping hand for the Lead Client Resource team.
AUTONOMOUS AI — COMING SOON💰 Finance & Payroll — Model-15 Set Logic
📊 REVENUE LEDGER (MONTHLY)
| Allocation Item | USD Value | Source / Logic |
|---|
⚙️ CF CONTROLLER (AI FACTOR)
| Role | Base % | CF | Type | Payout | Pool |
|---|
* Payout to Corp Pool: Base % × (1 - CF)
📈 SUMMARY METRICS
📦 POD-5 SET VALIDATION
| Employee | EMP-ID | Taxonomy ID | Designation | Association | Type/Level | Status |
|---|---|---|---|---|---|---|
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