New Capability: Interactive AI Org Chart
Date: March 9, 2026 (consolidating work from March 8-9) Origin: Chris requested a visual representation of the AI organization after the team reached 35+ agents. The org had grown complex enough that a visual map was needed for orientation -- both for the Advisory Committee and for the AI leaders themselves to understand handoff patterns. Impact: All three leaders gain a single interactive artifact that shows the complete AI org structure, intelligence dataflows, gap tracking, and per-agent detail -- replacing the need to grep AGENT.md files or read INDEX.md to understand the organization.
What Was Built
A single self-contained HTML file powered by Cytoscape.js that renders the full AI organizational structure as an interactive graph. 39 named agents are arranged across 7 sub-hub groups under the 3 AI leaders (V/COO, Sage/CCO, Pax/CFO), plus an Advisory Committee node (Chris Carolan + contributors) and 2 cross-functional agents (Nexus for convergence, Oracle for coaching).
The visualization is color-coded by leader ownership: blue for V's Operations agents, indigo for Sage's Customer agents, amber for Pax's Finance agents. Clicking any node opens a detail panel showing purpose, trigger phrases, KVI (Key Value Indicator), Value Points dimension, required skills, upstream feeds ("receives from"), and downstream outputs ("feeds to"). Every node links directly to its HTML job description page for full context.
Gap roles are rendered with dashed red borders so they remain visible in the organizational map without being confused with active agents. One gap remains: Revenue Scenario Modeler under Pax. A topbar displays live agent counts by org: Operations 28, Customer 7, Finance 2, Cross-Functional 2, Gap 1. Dataflow edges show intelligence flow between agents -- making handoff patterns that were previously only described in AGENT.md handoff tables into visible connections.
Infrastructure Changes
| Change | Before | After |
|---|---|---|
| Org visualization | None | Interactive Cytoscape.js org chart |
| Agent discovery | Read INDEX.md or grep AGENT.md files | Click a node, see everything |
| Dataflow visibility | Described in AGENT.md handoff tables | Visual edge connections |
| Gap tracking | Listed in DEFERRED.md | Visual dashed-border nodes |
Implementation
| File | Purpose |
|---|---|
/mnt/d/Leadership/assessments/2026-03-08-ai-org-chart.html |
The org chart (single self-contained HTML file, no external data dependencies) |
skills/ai-leadership/INDEX.md |
Agent roster that feeds the chart data |
Usage
Open the file in any browser:
# Open directly (WSL → Windows browser)
explorer.exe "D:\Leadership\assessments\2026-03-08-ai-org-chart.html"
# Or navigate to the file path in any browser:
# file:///D:/Leadership/assessments/2026-03-08-ai-org-chart.html
Interaction:
- Click any agent node to see the detail panel (purpose, triggers, KVI, skills, dataflow)
- Click the JD link in the detail panel to open the full job description
- Scroll to zoom, drag to pan
- Topbar stats update based on current data: Operations 28, Customer 7, Finance 2, Cross-Functional 2, Gap 1
No server required. No build step. No npm dependencies. The Cytoscape.js library loads from cdnjs.cloudflare.com CDN. All agent data is embedded directly in the HTML.
Chart Structure
Sub-Hub Groups (7)
| Sub-Hub | Agent Count | Leader | Agents |
|---|---|---|---|
| Client Delivery | 10 | V | Transcript Processor, Session Brief, Document Creator, Status Reporter, Client Onboarding, Content Multiplier, Context Sync, Spec Generator, Portal Manager, Correspondent |
| Content & Media | 10 | V | Show Prep, Media Prep, Media Check, Article Distributor, Social Clip Generator, YouTube Commenter, LinkedIn Events, Content Census, Episode Cataloger, Content Archivist |
| Platform | 7 | V | HubSpot Implementation PM, CI Enforcer, Background Worker Scheduler, Daily Standup Conductor, Skill Evaluator, Pattern Memory, Infrastructure Health |
| Self-Improvement | 5 | V | Capability Reporter, Corrective Action Reporter, Skill Librarian, Incident Analyzer, Recursive Self-Improver |
| Relationship Intelligence | 6 | Sage | Herald, Sentinel, Prism, Tide, Scout, Quorum |
| Customer Experience | 1 | Sage | Office Hours Manager |
| Financial Intelligence | 2 | Pax | Pulse, Horizon |
Cross-Functional (2)
| Agent | Purpose |
|---|---|
| Nexus | Cross-leader convergence intelligence |
| Oracle | Coaching and advisory support |
Gap (1)
| Agent | Leader | Status |
|---|---|---|
| Revenue Scenario Modeler | Pax | On-demand financial modeling -- not a standup contributor |
Leader Applications
V (Operations)
This is V's primary org orientation tool. When onboarding contributors or explaining the AI team structure, V points to this chart rather than describing it in prose. It also serves as V's own map of handoff patterns -- which agents feed which, where intelligence flows. During daily-ops, V can reference the chart to understand upstream/downstream dependencies for any issue. The sub-hub groupings (Client Delivery, Content & Media, Platform, Self-Improvement) make it immediately clear which cluster an agent belongs to without parsing INDEX.md.
Sage (Customer)
Sage can see the full Relationship Intelligence sub-hub and how her agents connect. The dataflow edges show Scout feeding into Tide (early signals progressing into pipeline tracking), Quorum feeding Scout (attendance patterns as a signal source), and how Sentinel, Prism, and Herald form the core relationship intelligence cluster. This helps Sage understand the full customer intelligence surface area at a glance. The visual also makes clear that Sage's Customer Experience sub-hub has a single agent (Office Hours Manager) -- useful context for future capability planning.
Pax (Finance)
Pax sees the Financial Intelligence sub-hub (Pulse + Horizon) and the single remaining gap (Revenue Scenario Modeler). The chart makes visible that Finance has the smallest agent complement of the three orgs -- 2 active agents versus Operations' 28 and Customer's 7. This is useful context for prioritization discussions with the Advisory Committee, and the dashed-border gap node keeps the Revenue Scenario Modeler visible as future scope.
Dependencies
| Dependency | Status | Notes |
|---|---|---|
| Cytoscape.js CDN | Confirmed | Loaded from cdnjs.cloudflare.com (v3.x) |
| Agent data | Confirmed | Embedded in HTML -- no external data files to maintain |
| JD HTML files | Confirmed | 44 files linked from the jdMap object in the chart |
| Web browser | Required | Any modern browser (Chrome, Firefox, Edge) |
Verification
Open /mnt/d/Leadership/assessments/2026-03-08-ai-org-chart.html in a browser and confirm:
- Topbar stats display: Operations 28, Customer 7, Finance 2, Cross-Functional 2, Gap 1
- Click any agent node -- detail panel appears with purpose, triggers, KVI, VP dimension, skills, receives-from, feeds-to
- Click the JD link in the detail panel -- navigates to the HTML job description
- Gap node (Revenue Scenario Modeler) shows dashed red border, distinct from active agents
- Sub-hub groupings are visually distinct with labeled compound nodes
- Dataflow edges connect agents that hand off intelligence to each other
# Verify the file exists and is substantial
ls -la "/mnt/d/Leadership/assessments/2026-03-08-ai-org-chart.html"
# Verify JD files are present (44 expected: 22 agents * 2 formats, though actual count includes all roles)
ls /mnt/d/Leadership/assessments/job-descriptions/*.html | wc -l
Filed: March 9, 2026 | V (COO)