Organize order entry on the principalsโ portals, shipping answers, commission statements, leads and the mandates register. A starting structure for keeping the territory and the relationship with the agents while orders, checks and follow-ups run every day.
A typical Commercial agents agency with 5 people covers 9 functions.
Up to 6 functions are eligible for Digital Employee support, under a personโs supervision.
Free AGENTIC plan. Your answers below travel with the link: no names, no free text.
Already up and running? The X-ray compares your real departments and positions with this typical company and creates only what is missing. Nothing you have is changed.
Functions someone does full time.
Functions carried by someone who already carries others.
Functions nobody does today.
Functions entrusted to an external specialist.
Start with the model and change only what differs in your company. One person can cover several functions.
Include yourself. Functions do not mean new people to hire.
This is an initial estimate, not your companyโs org chart. Youโll review it in your Scovai workspace.
Continue with this structureThe โIn the modelโ line describes the example, not your company. If you leave an answer unchanged, we keep that reference.
In the model: One dedicated person
In the model: One dedicated person
In the model: One dedicated person
DE support may be suitable
In the model: Handled by the owner
DE support may be suitable
In the model: Handled by the owner
DE support may be suitable
In the model: Handled by the owner
DE support may be suitable
In the model: Still to be covered
DE support may be suitable
In the model: Still to be covered
DE support may be suitable
In the model: Outsourced
Explore the modelโs functions, area by area. Coverage is a starting point; suggested Digital Employees need to be reviewed before activation.
Coverage in the model: One dedicated person
No Digital Employee suggested for this function
In your structure, you can clarify who handles it, what results to expect and who makes the decisions.
Define this role with MikeCoverage in the model: One dedicated person
No Digital Employee suggested for this function
In your structure, you can clarify who handles it, what results to expect and who makes the decisions.
Define this role with MikeCoverage in the model: One dedicated person
One person retypes the agents' orders into six principal portals after the cut-off and answers the customers who ask when it ships.
A Digital Employee can cover this function
Under the supervision of whoever wears that hat today. It reports what it does and asks before acting outside its brief.
See the Digital EmployeesCoverage in the model: Handled by the owner
Commission statements arrive in six formats and are checked against the orders on a Sunday; the difference is found at the yearly settlement.
A Digital Employee can cover this function
Under the supervision of whoever wears that hat today. It reports what it does and asks before acting outside its brief.
See the Digital EmployeesCoverage in the model: Handled by the owner
The leads from the principals' websites and the fairs are answered late, and the ones that got no answer are the customers a competitor opened.
A Digital Employee can cover this function
Under the supervision of whoever wears that hat today. It reports what it does and asks before acting outside its brief.
See the Digital EmployeesCoverage in the model: Handled by the owner
The mandates, the exclusivity clauses, the target letters and the social security filings have dates the principal agent keeps in memory.
A Digital Employee can cover this function
Under the supervision of whoever wears that hat today. It reports what it does and asks before acting outside its brief.
See the Digital EmployeesCoverage in the model: Still to be covered
The principals' promotions reach the customers when an agent remembers, and the fair invitations go out the week before.
A Digital Employee can cover this function
Under the supervision of whoever wears that hat today. It reports what it does and asks before acting outside its brief.
See the Digital EmployeesCoverage in the model: Still to be covered
An agent's notice orphans an area, and the search runs through contacts while the customers wait.
A Digital Employee can cover this function
Under the supervision of whoever wears that hat today. It reports what it does and asks before acting outside its brief.
See the Digital EmployeesCoverage in the model: Outsourced
The agency's books are outsourced and fed in batches, and the corrections come back at the quarter.
No Digital Employee suggested for this function
In your structure, you can clarify who handles it, what results to expect and who makes the decisions.
Define this role with MikeWhat starts after the brief is complete, with every condition kept visible.
Once the brief is complete and the Digital Employee is active, Scovai creates a first task from the role definition. An incomplete brief never produces invented work.
At 07:30 local time, supervisors and the workspace owner receive yesterday's work, open approvals, incidents, silence and spend. Empty days send no email, except for the quiet Monday check-in.
The push invitation appears only after the first approval request. If you do not enable it, the operational picture remains available in the email summary.
Sign up on the free AGENTIC plan with this blueprint preloaded. You confirm the profile and the functions; nothing is written until you apply.
Found your companySay who handles each function. See the overall coverage estimate update and where a Digital Employee is suggested. Youโll review the structure in your Scovai workspace.
See how Digital Employees workExplore Digital Employees by role and competence. Assign one only after choosing a seat, a clear brief and a human supervisor.
Explore Digital EmployeesEach digital employee sits in a seat under a named person in the agency, usually the principal agent or the back-office lead. It covers an administrative or support function under that person's supervision, reports what it did, and stops whenever the supervisor says so. No digital employee sits in the professional core seat.
Anything an agent negotiates: a price, a discount, a condition with a customer, a commitment to a principal, a commission dispute, and whatever its brief marks as reserved: payments, anything sent to a principal about the mandate, anything sent to a customer about money owed. On those it prepares the work and asks before acting; the first message to any outside recipient is always a draft.
From the CRM, the principals' order and commission portals, the mailbox and the folders you connect to its seat, and from what the agents and the back office tell it. It reads nothing you have not connected, contacts nobody you have not listed and handles personal data only within the systems you already use.
Each digital employee is billed monthly by price band, shown in your currency on the marketplace before you claim a seat. You claim one seat at a time and can release it; there is no bundle price.
