JRInteractive Company Brain Demo

Summit Home Services is a fictional demonstration company created to show how an AI Company Brain works.

Interactive Company Brain Demo

See what a finished AI Company Brain actually looks like

This interactive demo shows how a company’s offers, workflows, sales knowledge, SOPs, tools, brand voice, and agent instructions can be organized into one usable operating system.

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84 documents · 11 categories · read-only showcase

Demo company snapshot

Fictional
Company
Summit Home Services
Industry
Roofing, exterior restoration, remodeling, emergency repair
Team size
22 employees
Revenue range
~$4M annual revenue
CRM
GoHighLevel
Lead sources
Google Ads, Meta Ads, referrals, SEO, local partnerships

Implementation goals: faster sales follow-up, internal knowledge access, consistent marketing output, smoother onboarding, better reporting, and operational consistency across three cities.

Brain Readiness Score

87/ 100
  • Complete: company profile, offers, sales playbook, SOP core, brand voice, team map, agent config.
  • Still open: service-line profitability, photo standards, warranty unification, CRM stage enforcement, attribution cleanup.

A Brain is never “done” — ongoing optimization closes the gaps and keeps knowledge current as the business changes. See the gap report.

Everything the business knows, in one place

Eleven categories turn scattered documents, CRM notes, and owner memory into a structure both the team and the agent can actually use.

6 docs

Company

Who Summit is, business rules, and what it deliberately does not do.

Browse
8 docs

Offers

Four service lines with pricing logic and fit boundaries.

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7 docs

Customers

Personas, pain points, buying triggers, and concerns.

Browse
9 docs

Sales

Lead handling, follow-up cadence, objections, FAQ, closing.

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10 docs

Operations

Intake, scheduling, dispatch, QC, complaints, emergencies.

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8 docs

Marketing

Brand voice, messaging rules, and content systems.

Browse
9 docs

Team

Responsibilities, approval rules, and the escalation matrix.

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8 docs

Tools

Tool stack, CRM rules, and automation opportunities.

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8 docs

Permissions

What the agent may do — and what always needs a human.

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6 docs

Agent Config

The agent's system, tools, permissions, and prompts.

Browse
5 docs

Knowledge Gaps

Honest gaps, readiness score, and the optimization roadmap.

Browse

How a team actually uses it

Every answer is grounded in the vault and bound by the permission rules — the agent drafts, people approve.

Sales rep

“How do I handle ‘the estimate is too expensive’?”

Gets the objection framework, approved phrasing, and the discount approval rule — sourced from the Sales Playbook.

Office staff

“A caller has an active roof leak. What do I do?”

Gets the Emergency Job SOP step by step, including the dispatch fee script and escalation path.

Marketing

“Draft a Google Business Profile post for roof repair.”

Gets a draft in Summit's brand voice using approved claims only — held for human review before publishing.

Operations

“What's the project handoff process?”

Gets the handoff SOP with owners and CRM touchpoints, plus the related quality-control checklist.

Owner

“What's this week's biggest workflow problem?”

Gets a prioritized brief drawn from documented bottlenecks and the knowledge-gap report.

Agent (drafting)

Follow-up on an estimate sent three days ago

Drafts the day-3 follow-up using approved language — and waits for human approval before anything is sent.

See full example interactions

What the client receives

The Company Brain is a deliverable, not a subscription to a dashboard: structured knowledge your team owns, in open formats, with an agent configured to use it safely.

Obsidian vaultAgent configPrompt libraryZIP · PDF · JSON
  • Structured, Obsidian-compatible knowledge vault
  • Searchable business knowledge across 11 categories
  • Hermes agent configuration (system, tools, memory)
  • Permission framework with human-approval gates
  • Starter prompt library for every team
  • SOPs organized with owners and CRM touchpoints
  • Honest knowledge-gap analysis
  • Implementation roadmap and first-30-days plan
  • ZIP, PDF, and JSON exports

Build this around your business

Organize how your business actually works — then give your team and your agent one source of truth to run on.

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