01 / Map
Start with the org chart
Map work, ownership, and where human review belongs.
Sophizo · Governed AI operations
Your next hires are agents. We draw the org chart first.
An AI org chart maps each agent's job, human manager and risk level across business units. Sophizo designs the reporting structure before building the connected workflows, then runs and audits the team. R1 to R4 boundaries keep review focused on the actions that need a person. See governed AI teams.
The work is not the hard part
More agents. More tools. No clear owner.
Businesses can assemble a stack of agents quickly. The work gets harder when each one has different access, different rules and a different person expected to check the result.
No one can check every agent action. Without clear owners and review rules, the handoffs become the job.
An org chart, not a prompt collection
A place for every agent. A person at every boundary.
Map Sales, Marketing, Finance, CS and HR together. Every agent has a job, a human owner and an R level. Start with the unit where the work is clearest.
Your leadership team
Sales
Human owner: Sales leader
- R1Account research
- R2CRM updates
- R3Customer follow-up
Marketing
Human owner: Marketing leader
- R1Signal research
- R1Content drafts
- R3Publishing
Finance
Human owner: Finance leader
- R1Invoice review
- R2Internal records
- R4Payment preparation
CS
Human owner: Client success leader
- R1Account briefs
- R2Account updates
- R3Customer replies
HR
Human owner: People leader
- R1Candidate briefs
- R2Onboarding records
- R4Hiring preparation
Illustrative org chart. Actual agents and owners are mapped to your business. R4 prepares only. A person decides and executes.
From map to operation
Four steps. One accountable team.
- 01
Map
Start with the work.We map each business unit, its people and the work that eats their week.
- 02
Design
Draw your AI org chart.Which agents, what job each has, which human each reports to, and its R level.
- 03
Build
Connect it to your business.Sophizo architects and customizes the backend, connected to your email, CRM, calendar and files.
- 04
Run and audit
Keep earning the next agent.Monthly audit of logs, tune what drifted, add the next agent when the last one has earned it.
Risk governance
Review follows the risk.
R1 to R4 gives each action a review rule. Routine work can move with lighter oversight. Sensitive or hard-to-reverse actions stay with a person.
We design the boundaries around your operation. Risk levels are a working control, not a guarantee that every action is safe.
- R1
Read and draft
Read information and prepare drafts. Log the work.
Sample the work - R2
Change internally
Make internal changes within the signed rulebook.
Review exceptions - R3
Act externally with approval
A person approves the action before it reaches anyone outside the business.
A person approves before external action - R4
Prepare only
A person decides and executes. The agent prepares the work only.
A person decides and executes
Risk sets the review rule. The person accountable still sets the boundary.
Proof in practice
We run on a 19-agent team.
We run Sophizo on about 20 agents and one chief of staff. We build yours the same way.
How do you check a team like this?For B2B SaaS from $5M ARR and PE portfolio companies
Agents feed the revenue engine.
Connect agent work to pipeline and follow-up, with the forecast and human review built into the operating rhythm.
See Launch, Growth and Scale team pricing
Ways to start
Choose the first useful move.
02 / Run
Put an office manager in the loop
Give the recurring coordination work a governed operator.
Get an AI office manager03 / Compare
See the current tiers
Review the existing service options and decide what fits.
See pricingQuestions before the map
Good questions, direct answers.
What is an AI-first org chart?
An AI-first org chart shows which agents do which jobs, which human owns each one, and what risk level applies to their actions. Sophizo maps it by business unit, connects the approved systems, and audits the logs monthly.
Who is an AI agent team for?
Agentic AI teams serve B2B SaaS companies from $5M ARR and private equity portfolio companies. Start with one business unit. Add the next team when the first one has earned it.
Who checks the agents?
No one can check every agent action. Sophizo rates each one R1 to R4. R1 reads and drafts. R2 changes internally. R3 acts externally with approval. R4 prepares only. A person decides and executes.
Do we have to replace our tools?
No. Sophizo designs the backend around your email, CRM, calendar and files. The team works inside a rulebook you approve. Your people keep ownership of the decisions.
How do we start?
Book a 30-minute call to map your AI org chart. We identify the business unit, the work and its human owner, then link the scope to the existing Launch, Growth or Scale package.
A working conversation
Map the team your business actually needs.
Bring the work that is taking too much of your people's attention. We will map where an AI team can help and where a person should stay in charge.