Optional add-ons that make your AI team easier to understand, present, customize, and integrate into your workflow. The team works without them — these make it faster to launch internally and easier to explain to partners and LPs.
Important discipline
These are not the product. The product is the AI team — agents, skills, templates, and data — that produces deal-team output. Avatars, org charts, and operating manuals make the team easier to deploy internally. Lead with workflow output; treat these as deployment polish.
Visual org chart of your selected AI team members.
A clean visual org chart of selected AI team members, reporting lines, departments, and role summaries — branded to your firm. For internal use; distinct from the Sponsor / Borrower Org Chart Pack (a template for OMs and lender submissions).
Optional avatar set — vanity, not workflow.
A professional avatar set for selected agents. Purely cosmetic; the AI team does not need avatars to function. Some buyers want them for internal presentation; everyone else should skip.
One-pagers per agent.
One-page cards for each selected agent showing responsibilities, inputs, outputs, paired skills, and review requirements.
How the AI team runs together.
A custom operating manual explaining how selected agents, skills, tools, templates, and data products work together end-to-end in your workflow.
Visual map from intake to output.
Visual map showing how the AI team handles a workflow from intake to output — agent calls, skill calls, paired templates, human review checkpoints.
Embeddable HTML versions of selected trackers.
Embeddable HTML versions of selected tools, trackers, and templates — copy-paste into a dashboard, Notion embed, or internal portal.
Prompts rewritten in your firm voice.
Prompts rewritten with your company name, voice, file-naming conventions, and output preferences — ready for your prompt library.
Renaming is now part of the Branded Prompt Pack — not a separate SKU.
Renaming agents, skills, and departments to your firm style is included in the Branded Prompt Pack. Keeping this entry visible for users with stacks already configured against the old SKU; no separate purchase required.
Step-by-step rollout guide.
Step-by-step checklist for setting up agents, prompts, templates, folder structure, dashboards, and review workflows in your environment.
Internal procedures for using the AI team.
Internal SOPs for using your AI team responsibly and consistently — model usage rules, review cadence, escalation paths, document handling.
Wire the AI team into Notion or Airtable.
A setup guide for integrating selected agents, trackers, and dashboards into Notion or Airtable — with schemas and embed instructions.
Wire HTML dashboards into your internal portal.
A guide to wiring HTML dashboards into your internal portal — auth, data refresh, embed patterns, mobile responsiveness.
Print-ready stack summary.
A print-ready one-page summary of your AI CRE company — agents, skills, tools, and workflow — for partner / LP / board circulation.
Everything to launch the team in week one.
A launch-kit bundle — org chart, operating manual, role cards, workflow map, implementation checklist, and one-pager. The "everything to launch" package.
Build the stack
Open the Company Builder, pick your agents and skills, then add deployment assets in Step 6. Or grab the Team Launch Kit for the everything-bundle option.