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How it works · the full set

Five diagrams. Nothing hidden.

01 · Service path

How Candid8 connects it all.

One route from internet providers to your office, with four stations and three promises underneath.

How Candid8 connects it all
  • LIVE Candid8 lists it today
  • SAMPLE shown with sample data
  • ROADMAP planned, not wired
How Candid8 connects internet, hardware, help desk, security and cloudA route runs from internet providers to your office through four stations: business internet, hardware and licenses, help desk, and security and cloud. Below are three bars: a renewal calendar (sample), one phone and one email (live), and a ticket status page (roadmap).INTERNET PROVIDERS (RESOLD)YOUR OFFICE AND YOUR TEAM01BusinessinternetCircuits sourced frominternet providers.50 Mbps to 10 GIG.LIVE02Hardware andlicensesComputers, network gear,office equipment andsoftware licensing.LIVE03Help deskTicketing and monitoring.8am to 5pm; Premieranswers around the clock.LIVE04Security andcloudInfrastructure security,cloud, server andDevOps management.LIVEOne renewal calendar: a date and a reminder for every circuit, license and warranty.SAMPLEOne phone, one email, one person who replies. We quote it, you approve it, then we order it.LIVETicket status page and a live link-status feed. Not built yet.ROADMAPHow Candid8 connects internet, hardware, help desk, security and cloudA route runs down the page from internet providers to your office through four stations, then three bars: renewal calendar (sample), one phone and email (live), ticket status page (roadmap).INTERNET PROVIDERS (RESOLD)01Business internetCircuits sourced frominternet providers.50 Mbps to 10 GIG.LIVE02Hardware andlicensesComputers, network gear,office equipment andsoftware licensing.LIVE03Help deskTicketing and monitoring.8am to 5pm; Premieranswers around the clock.LIVE04Security and cloudInfrastructure security,cloud, server andDevOps management.LIVEYOUR OFFICE AND YOUR TEAMOne renewal calendar: a date andreminder for every circuit,license and warranty.SAMPLEOne phone, one email, one personwho replies.LIVETicket status page and livelink-status feed. Not built yet.ROADMAP

Every box is a service Candid8 lists on its public site. The route is an illustration, not a live feed.

Text version
  • Station 01, business internet: circuits sourced from internet providers, 50 Mbps to 10 GIG as listed.
  • Station 02, hardware and licenses: computers, network gear, office equipment, software licensing.
  • Station 03, help desk: ticketing and monitoring. Essential and Standard answer 8am to 5pm; Premier answers around the clock.
  • Station 04, security and cloud: infrastructure security, cloud, server and DevOps management.
  • Below the route: a renewal calendar (sample), one phone and one email (live), and a ticket status page (roadmap, not built).

02 · Lead to customer

From first contact to an approved order.

Nine steps. Your approval sits in the middle, before anything is ordered.

What happens when you ask for a quote
  • LIVE Candid8 lists it today
  • SAMPLE shown with sample data
  • ROADMAP planned, not wired
Lead to customer flowNine steps: a lead arrives, a role agent drafts a qualification, a work order and a quote draft, you approve the quote, Candid8 orders and sets up, the help desk starts, renewals go on one calendar, and a reminder returns a renewal quote to step four.FROM FIRST CONTACT TO AN APPROVED ORDERAFTER YOU SAY YES: SET UP, SUPPORT, RENEW01Lead arrivesCall, email or form.A person reads it.LIVE02QualifyA role agent draftsa summary. A personchecks it.SAMPLE03Work orderWhat is needed, forwhich site, by when.SAMPLE04Quote draftPrices from yourbill or the vendor.Draft only.SAMPLE05You approveWe quote it, youapprove it, then weorder it.RULE06Order and setupWe order, ship andset up. Nothingwithout your yes.LIVE07Help deskstartsTickets andmonitoring, on yourplan hours.LIVE08RenewalregisterEvery date on onecalendar.SAMPLE09ReminderDrafted before eachdate, then a renewalquote.SAMPLErenewal quote returns to step 4Lead to customer flowNine steps from first contact to renewal reminders, with your approval before any order.1Lead arrivesCall, email or form. A personreads it.LIVE2QualifyA role agent drafts asummary. A person checks it.SAMPLE3Work orderWhat is needed, for whichsite, by when.SAMPLE4Quote draftPrices from your bill or thevendor. Draft only.SAMPLE5You approveWe quote it, you approve it,then we order it.RULE6Order and set upWe order, ship and set up.Nothing without your yes.LIVE7Help desk startsTickets and monitoring, onyour plan hours.LIVE8Renewal registerEvery date on one calendar.SAMPLE9ReminderDrafted before each date,then a renewal quote.SAMPLE

Steps 2, 3, 4, 8 and 9 are drafted by role agents in the sample HQ and checked by a person. Nothing is sent or ordered without a yes.

Text version
  • 1 Lead arrives by call, email or form.
  • 2 A role agent drafts a qualification summary; a person checks it.
  • 3 A work order is drafted.
  • 4 A quote is drafted from your bill or vendor prices.
  • 5 You approve the quote. Rule: we quote it, you approve it, then we order it.
  • 6 Candid8 orders and sets up.
  • 7 The help desk starts on your plan hours.
  • 8 Every date goes on the renewal register.
  • 9 A reminder is drafted before each date; a renewal quote returns to step 4.

03 · Agent hand-offs

Twelve roles. Draft only.

Evidence you hand over goes in. Drafts wait in the Workqueue. A person says yes. A person acts.

How the 12-agent HQ works: draft only, a person says yes
  • LIVE Candid8 lists it today
  • SAMPLE shown with sample data
  • ROADMAP planned, not wired
The twelve role agents and the human gateEvidence you hand over feeds twelve draft-only role agents in three groups. Their drafts wait in the HQ Workqueue. A person says yes, then a person acts. Connectors to your tools are on the roadmap and not wired.Evidence youhand overExports, emails, pricelists.LIVEConnectorsCRM, tickets,accounting. None wired.ROADMAPREVENUEInbound SDROutbound SDRChief of StaffCRODRAFTMONEY, RISK, DELIVERYCFOLegal SentinelCTOCode AgentDRAFTPEOPLE AND SUPPORTListenerWorkload coachHRCEODRAFTHQ WorkqueueEvery draft waits here.SAMPLEA PERSON SAYS YESYes, No or Change. Only ayes lets a draft leave.RULEA person actsSends, orders, pays,deploys.The twelve role agents and the human gateEvidence feeds twelve draft-only roles in three groups, drafts wait in the Workqueue, a person says yes, then a person acts. Connectors are on the roadmap.Evidence you hand overExports, emails, price lists,ticket lists.LIVEREVENUEDRAFTInbound SDROutbound SDRChief of StaffCROMONEY, RISK, DELIVERYDRAFTCFOLegal SentinelCTOCode AgentPEOPLE AND SUPPORTDRAFTListenerWorkload coachHRCEOHQ WorkqueueEvery draft waits here.SAMPLEA PERSON SAYS YESYes, No or Change. Only a yeslets a draft leave.RULEA person actsSends, orders, pays, deploys.ConnectorsCRM, tickets, accounting.None wired.ROADMAP

The roles are not production-qualified and run on sample data. They never send, order, pay or deploy on their own.

Text version
  • Revenue: Inbound SDR, Outbound SDR, Chief of Staff, CRO.
  • Money, risk and delivery: CFO, Legal Sentinel, CTO, Code Agent.
  • People and support: Listener, Workload coach, HR, CEO.
  • Copy is an alias of Outbound SDR; Research is an alias of Code Agent.
  • All twelve roles pass a human approval gate before anything leaves.

04 · System context

What touches what.

People, surfaces, Agent Luci and your own tools.

System context
  • LIVE Candid8 lists it today
  • SAMPLE shown with sample data
  • ROADMAP planned, not wired
System contextCustomers visit the public website. The Candid8 owner reviews drafts in HQ. Role agents work from supplied evidence. Connectors to the owner tools are on the roadmap.PEOPLECustomerVisits the public siteLIVECandid8 ownerAnd Agent Luci staff:the human yesRULESURFACESPublic websiteStatic pages, this siteLIVECandid8 HQRail, Workqueue, AskLuciSAMPLELuciDashPipe B file feedSAMPLEAGENT LUCISupplied evidenceExports you hand overLIVE12 role agentsDraft onlyDRAFTYOUR TOOLSCRMHubSpot, Zoho and othersROADMAPTickets and PSAConnectWise, ZendeskROADMAPEmailRead and draft onlyROADMAPSystem contextFour groups: people, surfaces, Agent Luci, and your tools on the roadmap.PEOPLECustomerVisits the public siteLIVECandid8 ownerAnd Agent Luci staff: thehuman yesRULESURFACESPublic websiteStatic pages, this siteLIVECandid8 HQRail, Workqueue, Ask LuciSAMPLELuciDashPipe B file feedSAMPLEAGENT LUCISupplied evidenceExports you hand overLIVE12 role agentsDraft onlyDRAFTYOUR TOOLSCRMHubSpot, Zoho and othersROADMAPTickets and PSAConnectWise, ZendeskROADMAPEmailRead and draft onlyROADMAP

Read left to right: people reach the surfaces, the surfaces use supplied evidence, your own tools are a planned add-on.

Text version
  • Customers visit the public website.
  • The Candid8 owner and Agent Luci staff review drafts in HQ.
  • Role agents turn supplied evidence into drafts in the HQ Workqueue.
  • LuciDash and HQ exchange status through a file feed.
  • CRM, ticketing and email connectors are on the roadmap.

05 · Connector map

Planned, not wired.

Eight connector categories, read-only or draft-only.

Connector map: planned only
  • LIVE Candid8 lists it today
  • SAMPLE shown with sample data
  • ROADMAP planned, not wired
Connector mapEight planned connector categories around HQ and the role agents. All are on the roadmap and none is wired.CRMHubSpot, Zoho, Salesforce,PipedriveROADMAPTicketing / PSAConnectWise, Autotask,Zendesk, FreshdeskROADMAPRMM / monitoringNinjaOne, Datto RMMROADMAPDistributors /OEMIngram Micro, TD SYNNEX,Dell, CiscoROADMAPCandid8 HQ and the 12 role agentsRead-only or draft-only access to files you supply. Writes stay human actions.Credentials: customer-owned, least privilege, held in an encrypted store.Microsoft 365 /GoogleRenewals and calendarROADMAPAccountingQuickBooks Online, XeroROADMAPCloud billingAWS, Azure, Google CloudROADMAPEmailGmail, AgentMail: read anddraft onlyROADMAPConnector mapEight planned connector categories. All on the roadmap.Candid8 HQ and the12 role agentsRead-only or draft-only.Writes stay human actions.CRMHubSpot, Zoho, Salesforce,PipedriveROADMAPTicketing / PSAConnectWise, Autotask,Zendesk, FreshdeskROADMAPRMM / monitoringNinjaOne, Datto RMMROADMAPDistributors / OEMIngram Micro, TD SYNNEX, Dell,CiscoROADMAPMicrosoft 365 / GoogleRenewals and calendarROADMAPAccountingQuickBooks Online, XeroROADMAPCloud billingAWS, Azure, Google CloudROADMAPEmailGmail, AgentMail: read anddraft onlyROADMAP

None of these is connected. Candid8 has not said which tools it uses.

Text version
  • CRM: HubSpot, Zoho, Salesforce, Pipedrive (Candid8’s actual CRM is not known).
  • Ticketing / PSA: ConnectWise, Autotask, Zendesk, Freshdesk.
  • RMM: NinjaOne, Datto RMM.
  • Distributors and OEM: Ingram Micro, TD SYNNEX, Dell, Cisco.
  • Microsoft 365 and Google Workspace; QuickBooks Online and Xero; AWS, Azure and Google Cloud billing; Gmail and AgentMail.

Read this first

Three labels. Honest ones.

  • LiveCandid8 lists it today on its public site.
  • SampleShown in the HQ with sample data. Not a real customer.
  • RoadmapPlanned. Not wired. No credentials requested.
Truth statement. The role contracts run as deterministic local workflows on supplied evidence (productionQualified=false). The HQ you can open shows sample data. No connector is wired and no message is sent by any role.

The twelve roles

What each output carries.

CEO, CFO, CTO, CRO, Chief of Staff, Inbound SDR, Outbound SDR, HR, Workload coach, Listener, Legal Sentinel, Code Agent.

Each output carries: role, status, deliverable, evidence, adapterReceipt, missingRules, boundary, reviewRequired. A role that lacks a required policy lists it under missingRules and stops after two attempts.

See the roles in HQ
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