Company Operations
Managing AI Companies is where CapiBot's power truly shines. This guide covers day-to-day company operations through Mission Control.
Companies Panel
Access from nav rail: Companies
Company List View
See all your AI Companies:
┌─────────────────────────────────────────────────────────┐
│ Companies [+ New Co] │
├─────────────────────────────────────────────────────────┤
│ Filter: [All Phases ▼] [Mode: All ▼] [Search...] │
├─────────────────────────────────────────────────────────┤
│ │
│ ┌─────────────────────────────────────────────────────┐ │
│ │ Q1 Marketing Campaign │ │
│ │ ● Operating | Managed Mode | Budget: $45/mo │ │
│ │ │ │
│ │ Team: Atlas + 4 agents Tasks: 12 active │ │
│ │ [Overview] [Plan] [Team] [Tasks] [Knowledge] │ │
│ └─────────────────────────────────────────────────────┘ │
│ │
│ ┌─────────────────────────────────────────────────────┐ │
│ │ Support Team (Archived) │ │
│ │ ○ Archived | Autonomous Mode │ │
│ │ │ │
│ │ [Reactivate] │ │
│ └─────────────────────────────────────────────────────┘ │
│ │
└─────────────────────────────────────────────────────────┘
Card Information:
- Name — Company identifier
- Phase — Briefing, Planning, Approved, Operating, Archived
- Mode — Managed or Autonomous
- Budget — Current spending
- Team Size — Number of agents
- Task Count — Active work items
Screenshot: Companies list showing multiple companies in different phases
Phase Badges
Visual indicators of company state:
- 🟡 Briefing — Setting up, waiting for plan
- 🔵 Planning — CEO creating business plan
- 🟢 Approved — Plan approved, ready to operate
- 🟣 Operating — Actively running
- ⚪ Archived — Completed or paused
Creating a Company
Step-by-Step
-
Click "+ New Company"
-
Fill Company Details:
Name: Q1 Marketing Campaign Mission: Launch product awareness campaign targeting enterprise customers CEO: [Atlas ▼] Mode: [Managed ▼] Budget: $100/month -
Set Goals:
Goal 1: Publish 4 blog posts Goal 2: Generate 50 qualified leads Goal 3: Create product demo video -
Submit Briefing
-
CEO Creates Plan (usually within minutes)
-
Review Plan — See next section
Company Detail View
Click any company to see its full dashboard with 9 tabs:
1. Overview Tab
Company status at a glance:
┌─────────────────────────────────────────────────────────┐
│ Q1 Marketing Campaign [Edit] [Archive]
│ ● Operating | Managed Mode | 14 days old │
├─────────────────────────────────────────────────────────┤
│ │
│ Phase Progress: │
│ Briefing → Planning → Approved → [Operating] → Archive │
│ │
│ Stats: │
│ • 5 Team Members • 12 Active Tasks │
│ • 8 Tasks Completed • $42 spent this month │
│ │
│ CEO Status: Atlas is Active │
│ Last Activity: 2 minutes ago │
│ │
│ Milestones: │
│ ✅ Phase 1 complete │
│ 🔄 Phase 2 in progress │
│ ⏳ Phase 3 pending │
└─────────────────────────────────────────────────────────┘
Quick Actions:
- View Plan
- Chat with Team
- Add Task
- Adjust Budget
2. Plan Tab
View and manage the business plan:
┌─────────────────────────────────────────────────────────┐
│ Business Plan │
├─────────────────────────────────────────────────────────┤
│ Status: Approved ✓ │
│ Submitted by: Atlas (3 days ago) │
├─────────────────────────────────────────────────────────┤
│ │
│ Executive Summary: │
│ Execute Q1 marketing campaign targeting enterprise │
│ customers through content marketing and social media. │
│ │
│ Strategy: │
│ 1. Content creation (blog posts, case studies) │
│ 2. Social media campaign (LinkedIn, Twitter) │
│ 3. Lead generation through gated content │
│ │
│ Team Structure: │
│ • Marketing Strategist (Echo) — Campaign planning │
│ • Content Writer (Nova) — Blog posts │
│ • Designer (Pixel) — Visuals │
│ • Research Analyst (Scout) — Market analysis │
│ │
│ Timeline: 4 weeks │
│ Budget: $100/month │
└─────────────────────────────────────────────────────────┘
Actions:
- Edit Plan — Modify before approval
- Approve — Accept and move to Operating
- Request Changes — Send back to CEO with feedback
- View History — See plan iterations
3. Team Tab
Organization chart and hiring:
Organization Chart
Atlas (CEO)
│
┌────────┼────────┬────────┐
│ │ │ │
Echo Nova Pixel Scout
Content Engineer Designer Research
[➕ Hire Agent] [View Roster]
Features:
- Visual tree view of reporting structure
- Click agents to see details
- Hire new agents from roster
- Remove team members
- Reassign roles
Hiring Workflow:
- CEO submits hiring request
- You review in Approvals tab
- Approve → Agent spawned and added
- Reject → CEO notified with reason
4. Tasks Tab
Company-specific Kanban board:
┌─────────────────────────────────────────────────────────┐
│ Tasks [+ New Task] │
├─────────────────────────────────────────────────────────┤
│ │
│ Inbox | In Progress | Review | Done │
│ ───────────────────────────────────────────────────── │
│ • T-12 | • T-10 | • T-8 | • T-1 ✓ │
│ Research | Write blog | Edit | Complete │
│ brief | post 1 │ │ │
│ (Scout) | (Nova) │ (Echo) │ │
│ │
│ • T-13 | • T-11 | | • T-2 ✓ │
│ Design | Social | │ Complete │
│ landing | media │ │ │
│ page │ plan │ │ │
│ (Pixel) │ (Echo) │ │ │
└─────────────────────────────────────────────────────────┘
Company-Specific:
- Only shows this company's tasks
- Agents auto-assigned by CEO
- Tasks created automatically from plan
- You can add manual tasks too
5. Knowledge Tab
Company knowledge base:
┌─────────────────────────────────────────────────────────┐
│ Knowledge │
├─────────────────────────────────────────────────────────┤
│ │
│ Executive Summary: │
│ [Edit] │
│ Q1 Marketing Campaign targeting enterprise... │
│ │
├─────────────────────────────────────────────────────────┤
│ │
│ Knowledge Entries: [+ Add] │
│ │
│ 📄 Brand Guidelines (Pixel) │
│ 📄 Target Persona Research (Scout) │
│ 📄 Campaign Messaging (Echo) │
│ 📊 Competitor Analysis Report (Scout) │
│ │
│ Deliverables: │
│ 📄 Blog Post - "AI Trends 2024" (Nova) │
│ 🖼️ Landing Page Design (Pixel) │
└─────────────────────────────────────────────────────────┘
Types:
- Executive Summary — Injected into all agent context
- Knowledge Entries — Guides, references, research
- Deliverables — Completed work auto-saved here
6. Chat Tab
Direct conversation with company agents:
┌─────────────────────────────────────────────────────────┐
│ Chat with Q1 Marketing Team │
├─────────────────────────────────────────────────────────┤
│ │
│ Atlas: Welcome! I'm Atlas, CEO of Q1 Marketing. │
│ How can we help you today? │
│ │
│ You: What's the status of the blog posts? │
│ │
│ Echo: We've completed 2 of 4 blog posts. │
│ Post 3 is in review. Post 4 research is done. │
│ │
│ You: Great! Can I see the draft for post 3? │
│ │
│ Nova: Sharing now... [Blog_Post_3_Draft.md] │
│ │
│ [Type your message...] │
└─────────────────────────────────────────────────────────┘
Features:
- Talk to any company agent
- Agents can see conversation history
- Share files and documents
- Get status updates
- Give direction or feedback
7. Activity Tab
Everything the company has done:
Today
14:35 — Echo completed task T-8 (Blog post edit)
14:30 — Nova submitted T-10 for review
11:15 — Atlas spawned Pixel (Designer)
09:00 — Daily standup report generated
Yesterday
16:45 — Scout delivered competitor analysis
15:20 — Echo created campaign messaging doc
14:00 — Team standup completed
Filter by:
- Agent
- Event type
- Date range
- Task-related only
8. Approvals Tab
Pending decisions in Managed mode:
┌─────────────────────────────────────────────────────────┐
│ Pending Approvals │
├─────────────────────────────────────────────────────────┤
│ │
│ 🔵 Business Plan Approval │
│ From: Atlas | Submitted: 2 hours ago │
│ [View Plan] [Approve] [Request Changes] │
│ │
├─────────────────────────────────────────────────────────┤
│ │
│ 📋 History │
│ ✅ Business Plan — Approved (2 days ago) │
│ ✅ Hire Nova — Approved (2 days ago) │
│ ✅ Hire Echo — Approved (2 days ago) │
│ ❌ Hire Intern — Rejected (budget) (1 day ago) │
│ │
└─────────────────────────────────────────────────────────┘
Approval Types:
- Business plans
- Agent hiring
- Budget increases
- Plan modifications
9. Costs Tab
Spending analysis:
┌─────────────────────────────────────────────────────────┐
│ Costs │
├─────────────────────────────────────────────────────────┤
│ │
│ This Month: $42.50 / $100.00 budget │
│ │
│ By Agent: │
│ • Atlas (CEO) $12.30 ████████░░ │
│ • Nova (Content) $15.40 ██████████░ │
│ • Echo (Strategy) $8.20 █████░░░░░ │
│ • Pixel (Design) $4.10 ██░░░░░░░░ │
│ • Scout (Research) $2.50 █░░░░░░░░░ │
│ │
│ By Model: │
│ • Claude 3.5 Sonnet $38.20 ████████████████████░ │
│ • GPT-4 $4.30 ██░░░░░░░░░░░░░░░░░░░ │
│ │
│ Trends: │
│ [Cost graph over time] │
└─────────────────────────────────────────────────────────┘
Switching Management Modes
Managed → Autonomous
When ready:
- Go to company Overview tab
- Click "Mode: Managed" dropdown
- Select "Autonomous"
- Confirm: "Are you sure? CEO will make decisions without approval."
The CEO can then:
- Hire agents without asking
- Create tasks automatically
- Execute plans independently
- Report progress periodically
Autonomous → Managed
When you want oversight:
- Go to company Overview tab
- Click "Mode: Autonomous" dropdown
- Select "Managed"
- All future decisions require approval
Archiving Companies
When a company completes its mission:
-
Click "Archive" button
-
Choose option:
- Archive Only — Preserve everything, stop operations
- Archive & Transfer — Move unfinished tasks elsewhere
- Delete — Remove completely (use carefully!)
-
Company moves to Archived state
- Agents released (can be reused)
- Tasks frozen
- Knowledge base preserved
- Can be reactivated later
Best Practices
Setting Up Companies
- Clear Mission — Specific, achievable goals
- Right CEO — Choose based on domain expertise
- Realistic Budget — Start small, scale up
- Defined Timeline — 2-8 weeks typical
- Measurable Goals — Specific targets
Operating Companies
- Review Plans Carefully — Sets foundation for everything
- Monitor Early — Watch first few tasks closely
- Build Knowledge Base — Save important documents
- Check Costs Weekly — Avoid surprises
- Communicate Regularly — Use Chat tab for updates
Approving Work
- Timely Reviews — Don't let tasks sit in Human Review
- Clear Feedback — Specific requests for changes
- Document Decisions — Add notes to approvals
- Trust but Verify — Spot-check autonomous work
Common Workflows
Launching a Campaign
- Create "March Campaign" company
- Assign Atlas as CEO
- Set goals: "Generate 100 leads"
- Atlas submits plan with team structure
- Approve plan
- Atlas hires Echo (Strategy), Nova (Content), Pixel (Design)
- Tasks appear on board
- Review deliverables in Knowledge tab
- Approve final content
- Archive company when done
Running Ongoing Support
- Create "Customer Support" company
- Set permanent status (no end date)
- Atlas hires Support agents
- Connect to support channels
- Agents handle tickets as tasks
- Build knowledge base from solutions
- Review monthly analytics
- Keep running indefinitely
Troubleshooting
Company Stuck in Planning:
- CEO may need more information
- Check Chat tab for questions
- Provide clarification
- Or edit briefing and resubmit
Tasks Not Moving:
- Check if agents are Online
- Verify tasks aren't Blocked
- Look at Activity tab for errors
- May need to spawn more agents
Costs Too High:
- Review Costs tab for breakdown
- Consider cheaper LLM models
- Reduce agent count
- Set stricter budget limits
Approvals Backing Up:
- Review Approvals tab regularly
- Set aside time for reviews
- Consider switching to Autonomous
- Or hire fewer agents
Next Steps
- Master Task Management
- Learn about Knowledge & Memory
- Set up Automation