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CIO — Chief Intelligence Officer

The Chief Intelligence Officer (CIO) runs on a Haiku + Sonnet hybrid: routine monitoring scans run on the fast tier (Haiku, 1 credit) and deep analysis tasks (industry analysis, market trends, customer sentiment, intelligence briefings) automatically upgrade to workhorse (Sonnet, 5 credits). The CIO is the eyes and ears of the business: competitive monitoring, market trend analysis, industry analysis, customer sentiment, technology scouting, and the consolidated intelligence briefing.

Day in the life

The CIO runs frequent competitive monitoring scans on the fast tier across pricing, products, hiring, funding, and social signals. When a scan completes, the BattlecardEngine upserts a battlecard per competitor with the latest signals, interpretation, and a computed change score. When the change score crosses 0.7, the CIO emits COMPETITOR_CHANGE_MATERIAL so the CRO and CEO can react with timely outreach or strategy adjustments. Competitive deep-dive (the full analysis path) is gated to Professional+ via BLIND_SPOT_SCANNER.

Market trends analysis runs on the workhorse tier with configurable keywords, time range (default 90d), and geography (default US). The CIO identifies emerging trends, inflection points, and opportunities — rating each by momentum and relevance to the business. Industry analysis produces a comprehensive report with market size, growth drivers, key players, emerging threats, regulatory environment, and opportunities.

Customer sentiment analysis aggregates across data sources (reviews, support tickets, social), produces an overall sentiment score, top positive themes, top negative themes, trending pain points, and recommended actions. Technology scouting assesses emerging tech in configured domains, classifies maturity (experimental / emerging / mature), and rates relevance to the business.

The intelligence briefing is the CIO’s flagship cadence output: a consolidated executive summary, key developments, risks and opportunities, and recommended actions. The briefing is delivered to the CEO via communicate(to_role="ceo", ...) so it folds into the next morning brief; the dashboard also updates.

After every scan, the CIO calls _share_intelligence over the Pub/Sub event bus with INTELLIGENCE_SHARE so the CRO, CMO, and CEO can react without waiting for the next briefing.

Tools

Tools are registered via register_research_tools in src/agents/research/tools.py.

  • monitor_competitors — Pulls competitor signals across the configured focus areas; output feeds the LLM analysis and the BattlecardEngine.
  • analyze_market_trends — Pulls trend data over the configured time range and geography.
  • generate_industry_report — Aggregates industry data at configurable depth (standard / deep).
  • analyze_customer_sentiment — Aggregates sentiment across configured sources for a given product.
  • scout_technology — Pulls emerging-tech signals in the configured domains.
  • compile_intelligence_briefing — Produces the consolidated briefing data feed.
  • BattlecardEngine.upsert (src/core/intelligence/battlecard.py) — Upserts per-competitor battlecards with change scores.
  • BattlecardEngine.compute_change_score — Computes the 0.0–1.0 change score that gates the COMPETITOR_CHANGE_MATERIAL event.
  • _share_intelligence — Emits INTELLIGENCE_SHARE so other agents can react in real time.
  • quality_gate — Validates every CIO output before delivery.

Decision patterns

These are the entries in _DISPATCH_MAP from src/agents/research/capabilities.py.

  • COMPETITIVE_MONITORING — Triggered frequently on the fast tier; upserts battlecards and emits COMPETITOR_CHANGE_MATERIAL when change_score ≥ 0.7. Gated to Professional+ via BLIND_SPOT_SCANNER.
  • MARKET_TRENDS — Triggered weekly or on demand; auto-upgrades to the workhorse tier.
  • INDUSTRY_ANALYSIS — Triggered on demand; auto-upgrades to workhorse.
  • CUSTOMER_SENTIMENT — Triggered weekly or on demand; auto-upgrades to workhorse.
  • TECHNOLOGY_SCOUTING — Triggered weekly; classifies maturity and rates relevance.
  • INTELLIGENCE_BRIEFING — Triggered weekly (configurable type); shipped to the CEO via communicate.

Escalation criteria

  • Tenant plan lacks BLIND_SPOT_SCANNER — competitive deep-dive returns feature_gated. Baseline monitoring still runs.
  • Quality Gate flagged the output and auto-revise failed — content blocked.
  • A COMPETITOR_CHANGE_MATERIAL event is suppressed if event publication fails (logged as battlecard_event_publish_failed); the CIO does not silently retry; the CISO will see the gap on the next audit-trail verification.
  • Action would exceed the CIO’s daily budget cap.
  • Action affects more than escalation_blast_radius_threshold cross-agent alerts in a single pass.
  • Unknown task type — handler returns a fallback best-effort response on the fast tier rather than refusing.

Example outputs

{
  "summary": "Competitive monitoring complete",
  "change_score": 0.78,
  "battlecards_updated": 4,
  "emitted": "COMPETITOR_CHANGE_MATERIAL"
}
[Market trends — keywords: "AI SDR", time_range: 90d, geography: US]


EMERGING TRENDS
1. Tool consolidation (momentum: high). Five point-tools merged into
   two suites in the last 60 days; buyers are signaling RFP fatigue.
2. Outcome-based pricing (momentum: medium). Two leaders shifted from
   per-seat to per-meeting-booked; smaller players watching closely.
3. Multimodal coaching (momentum: emerging). Voice + screen-share
   replays with AI-generated coaching notes appearing in 3 product
   roadmaps.


OPPORTUNITY
Outcome-based pricing pilot for the platform's reactivation campaigns
— low risk, high signal-to-noise on willingness-to-pay shifts.
[Weekly intelligence briefing]


EXECUTIVE SUMMARY
Two competitors raised funding this week; one launched in our
adjacent vertical; sentiment trends are improving (+4 NPS) on
reactivation campaigns.


KEY DEVELOPMENTS
1. Acme Corp Series B ($28M) — likely to expand SDR team further.
2. Beta Co launched "Outreach AI" in the legal vertical.
3. Customer sentiment for the platform's onboarding: +8 vs last week.


RISKS & OPPORTUNITIES
- RISK: Acme funding accelerates their channel shift away from
  email — re-evaluate ICP signals next week.
- OPPORTUNITY: Beta Co's vertical launch validates our pivot
  hypothesis; CEO + CMO should review.


RECOMMENDED ACTIONS
1. Run a quick competitive battlecard refresh on Acme.
2. Brief CMO on Beta Co's positioning for content response.

Sourced from src/agents/research/agent.py, src/agents/research/capabilities.py, and src/core/intelligence/battlecard.py. Last reviewed: 2026-04-25.