Unclassified
Adaptive Workbench Constitution
Status: SUPERSEDED / ABSORBED — historical subsystem constitution. Current authority: INTEGRATEWISE_ARCHITECTURE.md v2.2.
Scope: Exact view-level operational wiring — departments, roles, views, connectors, KPIs, Twin OODA, Twin KPIs, capabilities.
Canonical Owner: IntegrateWise Platform
Last Verified: 2026-07-20
1. View Catalog by Department
Account Success
Views:
- CSM Accounts Hub (
csm-accounts-hub.tsx) — CSM Lead, Account Success, SaaS - Account Detail (
accounts-view.tsx) — CSM, Account Success, SaaS - Renewal Pipeline (
renewals-view.tsx) — CSM / Renewal Manager, Account Success, SaaS - Risk Matrix (
risk-matrix-view.tsx) — CSM / Risk Manager, Account Success, SaaS - Executive Dashboard (
executive-dashboard-wired.tsx) — VP Customer Success / CCO, Account Success, SaaS - Intelligence Center (
intelligence-center.tsx) — CSM / CS Ops, Account Success, SaaS
BizOps
Views:
- Founder's Cockpit (
founder-ops-view.tsx) — Founder / CEO, BizOps, SaaS - CEO Dashboard (
ceo-view.tsx) — CEO, BizOps, SaaS - COO Dashboard (
coo-view.tsx) — COO, BizOps, SaaS - Business Intelligence (
business-intelligence-view.tsx) — BizOps Analyst, BizOps, SaaS - Ops Command Center (
ops-command-center-view.tsx) — Ops Analyst, BizOps, SaaS
SalesOps
Views:
- Sales Pipeline (
salesops-views.tsx) — Sales Rep, SalesOps, SaaS
Service
Views:
- Tickets (
tickets-view.tsx/service-views.tsx) — Support Agent, Service, SaaS
Marketing
Views:
- Marketing Dashboard (
dashboard.tsx) — Marketing Manager, Marketing, SaaS
Product-Engineering
Views:
- Product Roadmap (
product-views.tsx/roadmap-view.tsx) — Product Manager, Product-Engineering, SaaS
RevOps
Views:
- Revenue Waterfall (
revops-views.tsx) — RevOps Analyst, RevOps, SaaS
Finance
Views:
- Finance Dashboard (
finance-views.tsx) — Finance Manager, Finance, SaaS
Personal
Views:
- Personal Dashboard (
dashboard.tsx) — Individual, Personal, Any
2. View Contract Template
Every view follows this contract:
[View Name] → [Role] + [Department] + [Industry]
├── Connectors: [List of tools that hydrate this view]
├── KPIs: [What metrics surface here]
├── Twin OODA: [How the Twin observes, orients, decides, acts for this entity]
├── Twin KPIs: [How the Twin's own performance is measured on this view]
└── Capabilities: [What actions can be executed from this view]
3. Twin OODA Reference by Entity Type
| Entity Type | Observe | Orient | Decide | Act |
|---|---|---|---|---|
| Account | Health deltas, engagement drops, support spikes, billing anomalies, competitive mentions | Health history, peer benchmarks, contract terms, stakeholder map, renewal playbook | Renew, expand, rescue, maintain, escalate | Recovery plan, renewal proposal, exec check-in, QBR schedule, ticket escalation |
| Deal | Stage progression, engagement signals, stakeholder activity, competitive intel, close date proximity | Winning pattern match, missing stakeholder identification, similar win/loss history | Close, advance, stall, risk, expand | Follow-up sequence, proposal draft, stakeholder engagement, manager alert |
| Ticket | Content, sentiment, account context, historical solutions, product issues, SLA clock | Known solution match, escalation triggers, customer impact, agent workload | Solve, escalate, defer, request info | Response draft, macro suggestion, Jira bug, account team alert |
| Lead | Source, engagement, fit score, behavior, competitive research | ICP match, nurture path, sales readiness, similar conversion history | Qualify, nurture, disqualify, fast-track | Sequence start, lead score update, sales assignment, content recommendation |
| Campaign | Performance, spend, engagement, conversion, competitive messaging | ICP fit, channel effectiveness, historical benchmark, content resonance | Optimize, pause, expand, reallocate | Budget shift, audience refinement, A/B test, content suggestion |
| Feature | Feedback volume, request patterns, bug severity, usage analytics, sprint health | Theme clustering, roadmap priority, technical debt, competitor gap | Prioritize, defer, kill, fast-track | Roadmap update, PRD draft, sprint scope change, Jira epic |
| Invoice | Payment status, collection history, account health, contract terms | Collection risk, payment pattern, account tier, escalation path | Remind, escalate, write off, renegotiate | Collection reminder, account team alert, payment plan, dunning sequence |
| Employee | Engagement, performance, workload, feedback, flight risk signals | Peer comparison, career trajectory, comp benchmark, team health | Retain, develop, coach, transition | 1:1 schedule, coaching plan, comp review, succession planning |
| Vendor | Spend, performance, SLA compliance, risk signals, contract terms | Cost benchmark, quality trend, alternative options, strategic importance | Renew, renegotiate, replace, consolidate | RFQ launch, contract negotiation, vendor review, procurement alert |
| Student | Grades, attendance, engagement, assignment submission, at-risk signals | Peer comparison, historical performance, advisor notes, support resources | Intervene, support, monitor, accelerate | Advisor alert, tutoring schedule, assignment extension, parent notification |
4. Governance Levels by View
| View | Auto-Approve | Requires Approval | Risk |
|---|---|---|---|
| CSM Accounts Hub | account.view, contact.view, task.create, engagement.log, message.send, meeting.schedule | account.update, risk.flag, opportunity.create | Medium |
| Account Detail | account.view, contact.view, engagement.log, task.create, note.create, message.send, meeting.schedule, ticket.view | account.update, contact.create, risk.flag, escalation.create, opportunity.create, health.update | High |
| Renewal Pipeline | renewal.view, renewal.schedule, engagement.log, task.create, message.send, meeting.schedule, report.generate | renewal.update, renewal.draft | High |
| Risk Matrix | risk.view, message.send, task.create, ticket.view | risk.create, risk.update, risk.mitigate, risk.close, jira.issue.create | High |
| Executive Dashboard | report.generate, dashboard.share, forecast.view, team.view, budget.view, message.send, meeting.schedule, qbr.schedule | alert.configure, forecast.update, team.assign | High |
| Intelligence Center | signal.view, signal.dismiss, signal.investigate, report.generate, message.send | playbook.update | Low |
| Founder's Cockpit | dashboard.view, report.generate, task.create, task.assign, message.send, meeting.schedule, decision.record | forecast.update, okr.update, hiring.open, budget.adjust, alert.configure | High |
| CEO Dashboard | report.generate, forecast.view, message.send, meeting.schedule | forecast.update, hiring.open, budget.adjust | High |
| COO Dashboard | workflow.view, process.view, task.create, task.assign, report.generate, message.send, meeting.schedule | workflow.create, workflow.update, process.update, metric.configure | Medium |
| Business Intelligence | metric.view, dashboard.view, report.generate, prediction.view, data-source.view, message.send | metric.create, metric.update, prediction.configure, data-source.configure | Medium |
| Sales Pipeline | deal.view, lead.view, contact.view, sequence.start, sequence.stop, email.send, email.draft, meeting.schedule, call.log, task.create, note.create, competitor.add, message.send | deal.create, deal.update, deal.close, lead.create, lead.convert, contact.create | High |
| Tickets | ticket.view, ticket.create, response.draft, macro.apply, kb.search, customer.view, message.send, task.create, meeting.schedule | ticket.update, ticket.solve, ticket.escalate, ticket.merge, kb.create, jira.issue.create | Medium |
| Marketing Dashboard | campaign.view, campaign.pause, lead.view, lead.assign, email.draft, form.view, ad.view, report.generate, content.suggest, content.draft, message.send | campaign.create, campaign.update, campaign.resume, email.send, form.create, ad.adjust | Medium |
| Product Roadmap | feature.view, bug.view, sprint.view, release.view, feedback.view, feedback.cluster, analytics.view, report.generate, message.send, meeting.schedule | feature.create, feature.prioritize, feature.assign, bug.triage, bug.assign, sprint.create, sprint.update, release.schedule | Medium |
| Revenue Waterfall | forecast.view, pipeline.view, pipeline.analyze, quota.view, rep.view, rep.coach, territory.view, cohort.view, report.generate, message.send | forecast.update, quota.adjust, deal.risk, territory.adjust | High |
| Finance Dashboard | invoice.view, expense.view, budget.view, forecast.view, report.generate, collection.remind, message.send | invoice.create, invoice.approve, expense.approve, budget.adjust, forecast.update, payment.schedule | High |
| Personal Dashboard | task.view, task.create, task.complete, task.prioritize, meeting.view, meeting.schedule, meeting.prep, note.create, document.view, goal.view, goal.update, focus.block, break.suggest, message.send | — | Low |
5. Execution Lifecycle
User Initiates Capability
│
▼
Gate 1: Pre-Proposal
- Role check
- Context compatibility
- Policy check
│
▼
Pending Approval
- Immutable plan created
- Signed and stored in Spine
- UI shows review surface
│
▼
User Approves
│
▼
Gate 2: Execution
- Adapter resolved
- Mock or live adapter executes
- Side effects: timeline, notifications, evidence
│
▼
Spine Sync
- External adapter confirms or queues
- Sync status updated
│
▼
Projection Refresh
- UI reflects new state
- Twin may react to change
6. Invariants
- The user never leaves IntegrateWise.
- All projections come from the Spine.
- External applications are execution providers only.
- Twin is always context-bound.
- Capabilities are resolved by business intent, not vendor name.
- Approval gates apply to medium/high-risk mutations.