SovereignBoard AI
Simple Guide
Simple Guide

SovereignBoard AI

A plain-English guide for everyone

No technical background required. This guide explains everything in simple words.

What Is SovereignBoard AI?

SovereignBoard AI is like having a team of 15 smart advisors for your business. Each advisor is an expert in one area — like money, legal, technology, security, or marketing. They work for you around the clock, watching your business, finding problems, and giving you advice.

Think of it as a virtual boardroom. Instead of hiring a Chief Financial Officer, a Legal Counsel, a Security Chief, and a dozen other executives, you get AI versions of all of them. They never sleep, never take vacations, and always have your latest business data at their fingertips.

How to Onboard a Business

Getting your business onto SovereignBoard AI takes five simple steps. Here is exactly what happens:

1

The Super Admin Creates Your Organization

Every business on the platform is called an “organization.” Before anyone can log in, a Super Administrator must create it:

  1. 1.Log in to the Super Admin panel.
  2. 2.Click the "+" button next to "Organizations."
  3. 3.Type in your business name (e.g., "Acme Corp").
  4. 4.Type a short slug — a lowercase nickname (e.g., "acme-corp").
  5. 5.Click Create.

All 15 AI advisors are turned on by default. Your business is ready to be configured.

2

The Super Admin Sets Up Your Business Profile

This is the most important step. The Super Admin tells the system what your business does, so the AI advisors can give advice that makes sense for your company.

IndustryChoose from 14 sectors (Technology, Healthcare, Finance, etc.)
Company SizeStartup, Small Business, Mid-Market, Enterprise, or Large Enterprise
Annual RevenueFrom "Under $1M" to "Over $1B"
HeadcountHow many people work at your company
GeographyWhere you operate (e.g., "North America and Europe")
Strategic GoalsWhat your business is trying to achieve (one per line)
Pain PointsWhat problems your business is facing (one per line)

After saving, all 15 advisors are instantly calibrated to your business.

3

The Super Admin Chooses Which Advisors Are Active

Not every business needs all 15 advisors right away. The Super Admin can turn advisors on or off:

  1. 1.Select your organization from the list.
  2. 2.Click the Agent Matrix tab.
  3. 3.Toggle any advisor on or off.
  4. 4.Click Save Configuration.
4

User Accounts Are Created

People in your company need accounts to log in. There are two ways:

Option A: People register themselves

They go to the login page, click "Register Access," enter their name and email, select your organization, and submit. Their account waits for admin approval.

Option B: Already approved

If the admin has already set up the account, the person just enters their email and password and clicks "Initiate Secure Login."

5

An Admin Approves New Users

When someone registers, an administrator must approve them:

  1. 1.The admin logs in and clicks "Users" in the top navigation.
  2. 2.They look at the "Pending" tab to see who is waiting.
  3. 3.They click the approve toggle next to the person’s name.
  4. 4.The person can now log in.

How to Give Inputs

Once your business is set up, there are four ways to tell the system what you need:

Way 1: The Business Profile

The business profile from onboarding is the foundation. Everything the AI advisors do is influenced by it. If your business changes, the admin can update the profile anytime.

Who: Super Admin or Tenant Admin  |  Where: Super Admin panel > Business Profile tab

Way 2: Ask Iris (Type Questions in Plain English)

Iris is your AI concierge. You do not need to know which advisor handles what. Just type your question in normal English, and Iris sends it to the right expert.

Examples:

"What is our current cash runway?"
"Are there any compliance risks in our European operations?"
"How can we reduce our customer churn?"

Who: Anyone with "Can Execute" permission  |  Where: Dashboard > Iris panel

Way 3: Run an Advisor Directly

If you know which advisor you want, run them directly:

  1. 1.Go to the dashboard and find the advisor’s card.
  2. 2.Click the Run button.
  3. 3.Wait for the status to change to "Completed."
  4. 4.Click the card to see detailed results.

Way 4: Set Up a Constitution (Rules the AI Must Follow)

A constitution is a set of rules your AI advisors must obey. For example:

"Never approve a campaign over $50,000 without human sign-off."
"All financial reports must comply with GAAP standards."
"Flag any vendor contract over 12 months for legal review."

Who: Super Admin  |  Where: Super Admin panel > Constitution tab

Who Can Do What

Operator

Can Do

  • See the dashboard and all enabled advisors
  • Run advisors and ask Iris questions
  • Approve or veto redline events (if given permission)

Cannot Do

  • ×Manage other users
  • ×Change business profile or settings

Tenant Administrator

Can Do

  • Everything an Operator can do
  • Approve or reject user accounts for their company
  • Set user privileges for their company

Cannot Do

  • ×Create new organizations
  • ×Change which advisors are available

Super Administrator

Can Do

  • Everything a Tenant Admin can do
  • Create new organizations
  • Choose which advisors each organization gets
  • Set business profiles and constitutions
  • Manage users across all organizations

The Four Permissions

Can ViewSee advisor outputs and data (read-only)
Can ExecuteTrigger advisors and ask Iris questions
Can RedlineApprove or veto safety events
Can CampaignAuthorize marketing campaigns

What Happens on the Dashboard

The dashboard is your main screen. Here is what you will see:

Top BarYour organization name, a toggle between C-Suite Board and Neural Pulse, a System Online indicator, and your profile/logout.
Stats StripFour quick cards: Active Advisors, P&L Delta, Threat Level, and ESG Score.
Advisor GridAll your enabled advisors as cards. Each shows name, status (Idle/Running/Completed), latest output, and a Run button. Click any card for details.
Activity FeedA live ticker on the right showing what your advisors are doing in real time. You do not interact with it — it keeps you informed.
Neural PulseA visual map of all advisors as colored dots connected by lines. Glowing dots mean that advisor is working. Moving dots show data flowing between advisors.

The Safety System (Redline)

A redline event is the most important safety feature. It means the system detected something risky and stopped to ask a human what to do.

What Happens When a Redline Triggers:

  1. 1.The entire dashboard pauses. The activity feed stops. The Neural Pulse freezes.
  2. 2.A red screen appears with a clear explanation of the risk and what the alternatives are.
  3. 3.You choose one of three options (below).
  4. 4.You confirm your identity with a brief signature step. Your decision is permanently recorded.
Approve

Accept the risk and let the action go forward.

Adapt

Adjust the plan and re-run the analysis before deciding.

Roll Back

Cancel the action and go back to the previous safe state.

The Veto Button

If you want to stop an action immediately, press and hold the Hold to Veto button for three seconds. A progress bar fills up. When it completes, the action is cancelled and rolled back.

The 15 Advisors

Strategy Group

Gauss
Financial Officer

Analyzes profits and losses, creates forecasts, advises on where to invest money.

Solon
General Counsel

Handles legal compliance, reviews contracts, flags regulatory risks.

Thucydides
Geo-Risk Analyst

Watches global events and political instability that could affect your business.

Oracle
Scenario Simulator

Creates what-if scenarios and backup plans. Tests how your business handles different futures.

Socrates
Adversarial Auditor

Plays devil’s advocate. Finds flaws and risks in other advisors’ recommendations.

Execution Group

Vinci
Architectural Designer

Designs your technology systems, maps technical debt, recommends improvements.

Hermes-X
Logistics Director

Manages supply chains, inventory, and delivery. Finds bottlenecks.

Midas
Revenue Architect

Runs marketing campaigns, tracks customer costs, optimizes revenue.

Gaia
Sustainability Auditor

Tracks environmental impact, carbon footprint, and ESG compliance.

Hephaestus
DevOps Doctor

Monitors your tech infrastructure health, predicts failures, automates fixes.

Governance Group

Athena
Cyber Sentinel

Watches for security threats, manages data protection, enforces zero-trust security.

Maat
Ethics Comptroller

Audits AI decisions for bias, ensures transparency and fairness.

Neo
Continuous Coder

Automatically patches software, refactors code, fixes security vulnerabilities.

Concord
HR Harmony Lead

Monitors employee sentiment, burnout risk, and retention.

Iris
Executive Concierge

Your natural-language interface. Type a question, Iris routes it to the right expert.

Quick Start Checklist

Super Admin: Create your organization (business name + slug)
Super Admin: Fill in the Business Profile (industry, size, revenue, goals, pain points)
Super Admin: Choose which advisors are active (Agent Matrix tab)
Admin: Approve user accounts for your team
Admin: Set up a constitution (rules the AI must follow)
All users: Log in with your email and password
All users: Explore the dashboard
All users: Try asking Iris a question
All users: Try running an advisor directly
All users: Switch to the Neural Pulse view

Tips for Best Results

1

Be specific in your Business Profile. The more detail you give, the better your advisors’ advice will be.

2

Ask Iris clear questions. Instead of "How are we doing?", try "What is our current cash runway and how does it compare to last quarter?"

3

Check the Activity Feed regularly. It shows what your advisors are finding, even when you did not ask them to run.

4

Take redline events seriously. Read the explanation carefully. Your decision is permanent and recorded.

5

Update your Business Profile when things change. If you enter a new market or shift goals, update the profile.

6

Set up a constitution early. Rules like "Never spend more than $X without approval" prevent unwanted actions.

Need Help?

Cannot log in?

Check with your administrator that your account has been approved.

Seeing "Pending Approval"?

Your account exists but an admin has not approved it yet. Contact your company’s admin.

Advisor not showing up?

The Super Admin may have turned it off in the Agent Matrix. Ask them to enable it.

Iris not responding?

The system may be in Air-Gapped Mode (backup state). You will still get locally-generated responses.