Chief Strategy Officer
Tests strategy, market direction, priorities, and major tradeoffs
TEAMS
Your AI Executive Team—
built around your business.
TEAMS gives your company executive and functional AI agents that represent every major part of the business. Connected through a persistent intelligence layer, they work across approved systems, employees, human executives, workflows, and outside agents—then return reports, recommendations, and action-ready briefings in Basecamp.
Business Context Connected
TEAMS ready to work
The Organizational Intelligence Layer
Powered by EPX Atomic Intelligence™, the persistent intelligence layer connects systems, agents, employees, human executives, and TEAMS executive agents representing every major function of the business. These agents are part of the Atomic Intelligence layer: each applies a specialized executive lens while sharing approved organizational context with the others.
Executives
Employees
One Connected Intelligence Layer
The persistent intelligence layer connects the systems, agents, employees, human executives, and TEAMS executive agents that make up the business. Instead of operating as disconnected tools and roles, each can contribute context, receive support, and coordinate work through one governed organizational intelligence layer.
Executive and Functional Intelligence
Each executive brings a distinct operating lens. Together they analyze tradeoffs, challenge assumptions, and produce work grounded in the same company priorities, data, decisions, and constraints.
Tests strategy, market direction, priorities, and major tradeoffs
Analyzes markets, positioning, demand, campaigns, and growth opportunities
Models scenarios, forecasts performance, surfaces variances, and frames decisions
Functional Leadership Bench
Each role can work independently, with employees, or with other executives while staying grounded in approved organizational context.
Revenue
Pipeline strategy, revenue execution, sales process, and conversion improvement
Retention
Retention, expansion, account risk, client health, and follow-through
Experience
Service quality, recurring issues, escalation patterns, and support improvement
Governance
Risk, obligations, policy, contracts, and compliance considerations
People
Talent, capacity, performance, culture, and workforce decisions
Technology
Architecture, systems, security, technical priorities, and innovation
What TEAMS Produces
TEAMS does more than answer questions. Its executive agents can monitor operations and use company data to make decisions, but they can also coordinate and support human talent, work directly with employees and leaders, and harness approved outside agents. The result returns with the context, evidence, and next action attached.
Ask one executive. Convene several. Or let TEAMS run the discussion and brief you when the work is ready.
Analyze the business
Review approved data, systems, documents, and operating signals to surface trends, risks, exceptions, and opportunities.
Produce decision-ready work
Create reports, forecasts, briefs, dashboards, recommendations, decision memos, and scenario analyses.
Turn decisions into execution
Draft strategies, plans, SOPs, campaigns, communications, tasks, and execution sequences grounded in company context.
Coordinate and support human talent
Help employees analyze problems, improve work, evaluate options, and complete tasks—while preserving the discussion, decisions, commitments, and follow-through for the organization.
Coordinate and harness outside agents
Assign work to approved specialist agents, supply the right context, evaluate and reconcile their outputs, and return one governed, company-ready result instead of a collection of disconnected answers.
Run private executive discussions
Ask multiple TEAMS executives to debate an issue, challenge assumptions, retain differing views, and return a coordinated recommendation in Basecamp.
Three Ways TEAMS Works
Work directly with an executive, let an employee collaborate with a role-specific leader, or ask multiple executives to analyze the same issue before a briefing returns to Basecamp.
01 · Leader + TEAMS
Bring a challenge, decision, file, or objective. Ask the CMO alone—or invite Strategy, Finance, and Operations into the same discussion.
Example
“Pressure-test this market-entry plan against our growth target, cash constraints, and operational capacity.”
02 · Employee + Executive
An employee can work with the appropriate TEAMS executive to solve a problem, improve a deliverable, or make progress without losing company context.
Example
A customer-success manager works with the AI Account Executive on an at-risk client; Basecamp receives the summary, commitments, and approval needed.
03 · Executive Roundtable
Multiple executives can examine the same issue from their disciplines, debate tradeoffs, preserve dissent, and return one coordinated company briefing.
Example
The CRO, CMO, CFO, and COO evaluate a pricing change and return a recommendation with financial impact, launch plan, risks, and the dissenting view.
Compounding organizational intelligence
Unlike human teams and disconnected systems alone, TEAMS can retain approved decisions, analyses, outcomes, operating history, and lessons as shared organizational intelligence. As the layer is used, each authorized executive agent benefits from context created across the business—improving future monitoring, analysis, recommendations, and support without starting over. Access still follows role, permission, and workflow rules.
Memory
Decisions and outcomes retained
Shared Learning
Authorized executives benefit
Compounding
Intelligence improves over time
Company-controlled access
Company context is governed by account permissions, role-based access, and the integrations your organization chooses to connect. It is not shared across customer accounts.
Controlled use of external AI systems
When TEAMS uses third-party models or outside agents, your organization controls which services are connected and what information they are permitted to receive.
Deployment Paths
The difference is not company size. EPX+ gives an individual operator direct access. With EPxMaxx, your team connects and manages the AI environment. With EPxUltra, EPX AI experts partner with your company and operate it with you as your AI department.
Self-Directed
Best for
Solopreneurs, founders, consultants, creators, and growth-focused professionals.
Use TEAMS directly, provide your own business context, and connect approved files, tools, data sources, and workflows through the EPX platform.
Company-Managed Deployment
Best for
Organizations that want their own team to connect, configure, and manage TEAMS, the EPX platform, workflows, business systems, and approved outside agents.
Your team owns the deployment and day-to-day operation. EPX provides the platform, architecture, and guidance while your people connect and manage the company’s complete AI environment.
EPX-Managed Partnership
Best for
Organizations that want EPX AI experts to partner with their company and operate the complete AI environment as an embedded AI department.
EPX AI experts partner with your leadership and team to connect and manage TEAMS, the EPX platform, outside workflows, business systems, and approved external agents as your AI department.
Executive-Level Super-Intelligence
TEAMS gives every major function specialized executive intelligence, connects it to your people, systems, workflows, and outside agents, and turns it into a persistent operating layer. The result is greater human capacity, faster and better decisions, and business operations that can scale without adding complexity at the same rate.
Human Scale
Expand the capacity and leverage of your people
Operational Scale
Coordinate more work across every business function
Compounding Intelligence
Every approved use strengthens future performance
Function
Strategy
Function
Growth
Function
Finance
Function
Operations
Connected
Employees
Connected
Systems + Agents
Executive Super-Intelligence
TEAMS
Scale human capability. Scale business operations.