User Guides

The Septra AI Agent Team & Delegation Guide

Meet Septra's autonomous AI agent team (CMO, Paid Ads Optimizer, Growth Lead, Business Analyst, CTO, and Product Team) and learn how multi-agent delegation works.

Meet your autonomous AI team. Septra provides dedicated, specialized AI agents across marketing strategy, paid advertising, organic growth, business analytics, product leadership, and engineering.

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1. Agent Team Directory

Each agent operates with its own domain expertise, specialized tools, and persistent memory:

Marketing & Growth Specialists

  • Sage (Chief Marketing Officer)
    • *Role*: Marketing strategy, campaign lifecycle management, KPI alignment, weekly strategy reviews.
    • *Key Tools*: Keyword research, competitive analysis, web scraping, task delegation.
    • *Autonomous Cadence*: Monday Strategy Reviews & Campaign Monitoring.
  • Gale (Growth & Platform Launch Lead)
    • *Role*: Conversion rate optimization (CRO), on-page SEO health audits, Generative Engine Optimization (GEO) AI-search scans, competitor watch, and social media publishing.
    • *Key Tools*: Site audit scanner, social publishing, AI search visibility analyzer, CMS connector, AI image generator.
    • *Autonomous Cadence*: Weekly GEO scans, SEO reports, CRO reviews, and Competitor Watch.
  • Aria (Paid Ads Performance Optimizer)
    • *Role*: Continuous cross-channel advertising optimization across Google Ads, Meta Ads, LinkedIn Ads, and Reddit Ads.
    • *Key Tools*: Cross-channel ad analytics, Quality Score auditor, budget reallocation calculator.
    • *Autonomous Cadence*: Weekly Paid Ads Reviews & Paid Ads Audit Reports.

Business & Operational Specialists

  • Elana (Business & Financial Analyst)
    • *Role*: ERP and CRM data auditor across Odoo and HubSpot.
    • *Capabilities*: Delivers 5 weekly executive reports: Executive Business Health, Sales Pipeline, Invoicing & Cash Flow, Inventory Health, and Purchasing & Vendor Spend.
    • *Autonomous Cadence*: Weekly Monday Business Health reviews.

Product & Engineering Specialists

  • Theo (Chief Technology Officer)
    • *Role*: Technology architecture, technical roadmaps, GitHub repository analysis, and automated Pull Request creation.
  • Astra (Chief Product Officer / PM)
    • *Role*: Product vision, PR/FAQs, 1-pagers, 6-pagers, and feature specifications.
  • Nova (Product Analyst)
    • *Role*: PRD generation, user story mapping, acceptance criteria, and RICE prioritization.
  • Lyra (Product Designer)
    • *Role*: User research analysis (via Granola meeting notes), persona generation, user journey mapping, and UI/UX specs.
  • Atlas (Technical Program Manager)
    • *Role*: Developer handoff scoping, release briefs, and dependency mapping.
  • Sentry (Quality & HR Reviewer)
    • *Role*: Continuous background quality review of agent outputs and execution traces.

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2. Interactive Chat Playground & Real-Time Prompting

In Agents (/agents), select any agent to open their interactive Chat Playground:

  • Streaming Responses: Real-time conversational interface to ask questions, brainstorm campaign angles, or analyze reports.
  • Context-Aware: Agents automatically have access to your workspace knowledge base, connected analytics, and past task history.
  • Action Creation: During chat, you can ask an agent to convert an idea into a formal task on your Task Board with one click.

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3. Multi-Agent Delegation & Collaboration

Septra agents collaborate hierarchically:

  1. When you assign a broad strategic objective to Sage (CMO) (e.g. *"Launch our Q3 acquisition campaign"*), Sage breaks down the initiative into sub-tasks.
  2. Sage delegates paid ad audits to Aria, landing page copy and social posts to Gale, and revenue projections to Elana.
  3. Each sub-agent completes their deliverables and routes actionable proposals to your Task Board for final human approval.