YOUR AI CREW / 3 MINUTES
Who should help?
Meet the seven little personalities wearing seven useful hats.
Your little win: Match a task to the right employee role.
01 / SEE HOW IT FITS
The big picture, in little steps.
Meet the specialists
Scout assesses opportunities. Drafter writes proposals. Builder works on deliverables. Closer prepares kickoff and follow-up communication. Grower works on product growth.
02 / YOUR TURN
Have a little go.
This is your practice table. Everything stays here—no account, real AI calls, or changes to Seerist.
Setting out the pencils…
03 / DO IT IN SEERIST
Ready for the real thing?
Before you start: A selected workspace; some roles and actions require appropriate plan access.
- 1
Meet the specialists
Scout assesses opportunities. Drafter writes proposals. Builder works on deliverables. Closer prepares kickoff and follow-up communication. Grower works on product growth.
- 2
Meet the planners
PM examines evidence and recommends changes; its role is advisory. CEO coordinates organization-level work, with human approval for consequential and external actions.
- 3
Choose a conversation
Use Chat on an employee card, or start with a relevant quick action. Custom hires add a name, personality and selected tools over an existing role; a fancy title does not add authority.
A little thing to rememberThe PM argues from evidence. A human chooses. The CEO can execute approved work. These are different responsibilities.
Opens the real app in a new tab. Sign in and check the selected workspace before acting.
Take a little note with you.
About this lesson
Checked September 13, 2026 against app source a365066. Based on web/src/pages/PersonasPage.tsx; seerist-product-specification.md. This is a source-based guide, not a claim that every provider action was live-tested.