Getting the Most from Your AI Chiefs
Learn how to effectively use Sovize's AI-powered executive team to get strategic insights, analyze your business, and make informed decisions.
Getting Started
The key to getting exceptional insights from your AI chiefs is providing comprehensive information about your business. The more context you provide, the more tailored and actionable their guidance becomes.
Essential Business Information
- • Company name and industry
- • Business size and stage
- • Company overview and mission
- • Target audience and customer personas
- • Business goals and KPIs
Strategic Context
- • Competitive landscape analysis
- • Current challenges and opportunities
- • Market positioning and differentiation
- • Revenue models and pricing strategy
- • Growth objectives and timelines
Operational Details
- • Team structure and capabilities
- • Technology stack and infrastructure
- • Marketing channels and campaigns
- • Financial metrics and budget constraints
- • Customer acquisition and retention strategies
Integrations coming soon - In the future, you'll be able to automatically sync data from your business tools for real-time insights.
Example Knowledge Base Entries
Here are examples of the type of information you should provide for each field in your Knowledge Base:
"We're a B2B SaaS company providing AI-powered customer support automation for mid-market e-commerce businesses. Founded in 2023, we've grown to 15 employees and serve 50+ customers across North America."
"E-commerce businesses with 50-500 employees, handling 1,000+ customer inquiries monthly. Decision makers are typically Customer Success Directors or COOs looking to reduce response times and support costs."
"Reach $2M ARR by end of 2025. Expand from 50 to 150 customers. Launch enterprise tier by Q2. Reduce customer churn from 8% to 5%. Increase NPS score from 45 to 60."
"Primary competitors: Zendesk AI, Intercom, Freshdesk. Our differentiation: 90% faster setup time, 40% lower cost, native e-commerce platform integrations. Weakness: smaller feature set than enterprise solutions."
"Launching multi-language support in Q4 2024 to expand internationally. Already in beta with 5 customers. Early feedback is positive but needs UI improvements before full release."
Understanding the Dashboard
Navigate through different sections to access insights, analytics, and strategic guidance
Performance Metrics
Track revenue, customer acquisition, conversion rates, and other KPIs that matter to your business
Growth Analysis
Monitor growth trends, identify opportunities, and understand what's driving your expansion
Financial Overview
Review financial health, cash flow, profitability, and budget vs. actual spending
Forecasting
Get AI-powered predictions for future performance based on historical data and market trends
The Boardroom is where you have real-time conversations with your AI executives. Select a chief and ask questions, request analysis, or get strategic advice.
Example Questions:
- • "What marketing channels should I prioritize?"
- • "Create a 90-day financial forecast"
- • "What are my biggest operational bottlenecks?"
- • "Analyze my competitive positioning"
- • "Help me build a technology roadmap"
Your AI chiefs can recommend actionable tasks based on your conversations and business goals. Track progress and organize priorities.
- • View AI-recommended tasks by priority
- • Organize tasks by chief or business area
- • Track completion and deadlines
- • Export task lists for team collaboration
Request detailed reports from your AI chiefs on specific topics. All reports are saved for future reference.
- • Marketing strategy reports
- • Financial analysis and projections
- • Competitive intelligence briefs
- • Technology recommendations
- • Operational efficiency audits
Meet Your AI Chiefs
Each chief brings specialized expertise to help you make better business decisions
Specialties:
- • Marketing strategy and campaigns
- • Customer acquisition and retention
- • Brand positioning and messaging
- • Content and social media strategy
Specialties:
- • Financial planning and analysis
- • Budget management and forecasting
- • Cash flow optimization
- • Investment and funding strategies
Specialties:
- • Technology strategy and roadmap
- • Product development guidance
- • Infrastructure and security
- • Digital transformation
Specialties:
- • Operational efficiency and automation
- • Process optimization and workflows
- • Supply chain and logistics
- • Team structure and scaling
Specialties:
- • Strategic planning and vision
- • Competitive analysis and positioning
- • Market opportunity assessment
- • Business model innovation
Specialties:
- • General business advice
- • Cross-functional coordination
- • Prioritization and decision-making
- • High-level strategic questions
Best Practices & Tips
Get the most value from your AI executive team with these proven strategies