Sophia · the Runs · walkthrough

The Runs, every screen

Every Run in turn: when it runs, what your Ace does, where its receipt lands. Click a screen, or press Play. All 12 screens are the real product on a demo seat.

The member Your Ace Answer at my door Its card, opened Brief Follow up Messages Report Updates Bring people in Its card, opened Watch Matches Raise my hand Matches Its card, opened Introduce me Its card, opened Matches Move the deal Its card, opened Ask for the review My listing

1 2 3 4 5 6 7 8 9 10 11 12

12 3 4 5 6 7 8 9 10 11 12

1 2 3 4 5 6

12 3 4

1 2 3 4 5 6 7 8 9 10 11 12

1 2 3 4 5 6 7 8

1 2 3 4 5

1 2 3 4 5 6 7 8 9 10 11 12 13 14

1 2 3 4 5 6 7 8 9 10 11 12

1 2 3 4 5 6 7 8 9 10 11 12 13 14

1 2 3 4 5 6 7 8

1 2 3 4 5

Answer at my door · the Today feed card

Its card, opened

Your Ace answers every question at your door and holds what needs you. Its card lands in Updates; one tap opens this.

on arrival · from day one1 of 12

Answer at my door · the held-for-you email

Brief

Your Ace answers every question at your door and holds what needs you. The held-for-you email opens this room.

on arrival · from day one2 of 12

Follow up · the thread and the follow-up email

Messages

Your Ace keeps every conversation moving. The receipt lands here. The follow-up email opens this room.

as it happens · from day one3 of 12

Report · the Friday report

Updates

Your Ace tells you on Friday what the Square did for you this week. The Friday report opens this room.

weekly · from day one4 of 12

Bring people in · the Today feed card

Its card, opened

Your Ace invites the people you already know. Its card lands in Updates; one tap opens this.

monthly · from day one5 of 12

Watch · the Today feed card and the new-matches email

Matches

Your Ace watches the Square and the boards for asks and roles in your categories. Its card lands in Updates; one tap opens this. The new-matches email opens this room.

daily · once the Square has supply6 of 12

Raise my hand · the Matches room

Matches

Your Ace says "I can do this" on an ask that fits. The receipt lands here.

as it happens · once the Square has supply7 of 12

Raise my hand · the Today feed card

Its card, opened

Your Ace says "I can do this" on an ask that fits. Its card lands in Updates; one tap opens this.

as it happens · once the Square has supply8 of 12

Introduce me · the Today feed card

Its card, opened

Your Ace finds three people worth meeting this week. Its card lands in Updates; one tap opens this.

weekly · once the Square has supply9 of 12

Introduce me · the Matches room

Matches

Your Ace finds three people worth meeting this week. The receipt lands here.

weekly · once the Square has supply10 of 12

Move the deal · the Today feed card

Its card, opened

Your Ace carries a deal from matched to paid. Its card lands in Updates; one tap opens this.

as it happens · once the Square has supply11 of 12

Ask for the review · the public card

My listing

Your Ace asks for the review when a deal completes. The receipt lands here. Its card opens Deals once one lands; this demo seat has none yet.

as it happens · once the Square has supply12 of 12

The frame scrolls — the whole screen is in it, top to bottom. “Whole page in the frame” shows all of it at once. The numbers on the screen are its features: tap one and its entry opens below — what it does and how to use it. A number that leads to another screen takes you there.

On this screen · 12Full size ↗

1Trusted partnersWho may bring a proposal to your desk through their own Sophia.
2Open
3Trusted only
4Add
5Off
6Review Sophia's outbound approaches →
7Removed exchanges
8Replay
9Export
10Remove
11Try it againAnother rehearsal, any time you change your bar.
12Set your bar first →

On this screen · 14Full size ↗

1Trusted partnersWho may bring a proposal to your desk through their own Sophia.
2Open
3Trusted only
4Add
5Off
6Review Sophia's outbound approaches →
7Other agents 4
8Send a practice approach
9Removed exchanges
10Replay
11Export
12Remove
13Try it againAnother rehearsal, any time you change your bar.
14Set your bar first →

How to use it

When it runs

On arrival, from day one.

What you can turn

The bar · quiet hours · hold or answer.

On this screen · 12Full size ↗

1UpdatesYour Ace tells you on Friday what the Square did for you this week. The Friday report opens this room.→ Updates
2Brief
3Insights
4Hide
5Set up with SophiaShe has 2 questions, each from what is still empty on your record. Nothing is saved until you say it is right.
6Read it
7Look up my public record
8Try this nextOne thing at a time, in the order that pays off for an executive.
9Connect your calendar →
10Not now: Calendar (Google/Microsoft write)
11See everything Sophia does for an executive
12What Sophia handled 3 OPEN ITEMSSomeone 1h ago A new match for your ask Mark handled Someone 1h ago A launch-readiness review — now agreed Mark handled Someone 1h ago A launch-readiness review — now negotiating Mark handled

On this screen · 12Full size ↗

1Hide
2WAITING ON YOU 1
3Set up with SophiaShe has 2 questions, each from what is still empty on your record. Nothing is saved until you say it is right.
4Read it
5Look up my public record
6Try this nextOne thing at a time, in the order that pays off for an executive.
7Connect your calendar →
8Not now: Calendar (Google/Microsoft write)
9See everything Sophia does for an executive
10Add
11What Sophia handled 3 OPEN ITEMSSomeone 1h ago A new match for your ask Mark handled Someone 1h ago A launch-readiness review — now agreed Mark handled Someone 1h ago A launch-readiness review — now negotiating Mark handled
12Mark handled

How to use it

When it runs

On arrival, from day one.

What you can turn

The bar · quiet hours · hold or answer.

On this screen · 6Full size ↗

1Market Ace
2Contacts
3Meetings
4What they ask
5Messages
6Send it

On this screen · 1Full size ↗

1Send it

How to use it

When it runs

As it happens, from day one.

Its clock

10 min · 2 h · 24 h · 3 d · 7 d · 14 d

What you can turn

On · less · off · snooze.

On this screen · 4Full size ↗

1BriefYour Ace answers every question at your door and holds what needs you. The held-for-you email opens this room.→ Brief
2Updates
3Insights
4Hide updates

On this screen · 1Full size ↗

1Hide updates

How to use it

When it runs

Weekly, from day one.

Its clock

Friday

What you can turn

The day · off.

On this screen · 12Full size ↗

1Setup
2Edit your pageCHANGES GO LIVE WHEN YOU SAVE
3About youDisplay name Target seat Add your résumé below and Sophia can suggest this.
4How people reach youBooking link Visitors use it to book time with you. Contact email Where meeting requests go. Private unless you show it below.
5Your public linksMain button text Leave blank for "Book a call". Main button link Leave blank to use your booking link.
6What you're looking forRemote preference Travel preference
7Who's worth your timeSophia never discusses pay or start dates. Those always come to you.
8Where visitors come fromLAST 30 DAYS
9Bring a memberYour link claims a seat under The Makers Room (fictional) for whoever you send it to — the same door the community owner hands out, with your name on the way in. Send it to a member who should be here.
10Your keynote voiceADD IT TO POWER YOUR KEYNOTE
11Need a change?WE'LL HANDLE IT
12My requestsWHOSE TURN IT IS

On this screen · 14Full size ↗

1Preview what a visitor experiences
2Edit your pageCHANGES GO LIVE WHEN YOU SAVE
3About youDisplay name Target seat Add your résumé below and Sophia can suggest this.
4How people reach youBooking link Visitors use it to book time with you. Contact email Where meeting requests go. Private unless you show it below.
5Your public linksMain button text Leave blank for "Book a call". Main button link Leave blank to use your booking link.
6What you're looking forRemote preference Travel preference
7Who's worth your timeSophia never discusses pay or start dates. Those always come to you.
8Where visitors come fromLAST 30 DAYS
9Bring a memberYour link claims a seat under The Makers Room (fictional) for whoever you send it to — the same door the community owner hands out, with your name on the way in. Send it to a member who should be here.
10Your keynote voiceADD IT TO POWER YOUR KEYNOTE
11My cloned voice visitors hear you · default
12Sophia's voice she speaks for you
13Need a change?WE'LL HANDLE IT
14My requestsWHOSE TURN IT IS

How to use it

When it runs

Monthly, from day one.

What you can turn

Who · how many.

On this screen · 12Full size ↗

1The Square·Matches
2Configure
3All6
4Reached out2
5Came asking2
6Interested1
7Held for you1
8Deal open0
9Gwendolyn Farrow
10See the transcript
11with Lenora Whitfield
12Josette Abernathy

On this screen · 14Full size ↗

1The Square·Matches
2Configure
3All6
4Reached out2
5Came asking2
6Interested1
7Held for you1
8Deal open0
9Gwendolyn Farrow
10See the transcript
11with Lenora Whitfield
12Josette Abernathy
13with Corinne Dabney
14with Noah Feld

How to use it

When it runs

Daily, once the Square has supply.

What you can turn

Categories · fit line · quiet hours.

On this screen · 12Full size ↗

1The Square·Matches
2Configure
3All6
4Reached out2
5Came asking2
6Interested1
7Held for you1
8Deal open0
9Gwendolyn Farrow
10See the transcript
11with Lenora Whitfield
12Josette Abernathy

On this screen · 14Full size ↗

1The Square·Matches
2Configure
3All6
4Reached out2
5Came asking2
6Interested1
7Held for you1
8Deal open0
9Gwendolyn Farrow
10See the transcript
11with Lenora Whitfield
12Josette Abernathy
13with Corinne Dabney
14with Noah Feld

How to use it

When it runs

As it happens, once the Square has supply.

Its clock

when it fits

What you can turn

By hand, or above your fit line.

On this screen · 12Full size ↗

1Trusted partnersWho may bring a proposal to your desk through their own Sophia.
2Open
3Trusted only
4Add
5Off
6Review Sophia's outbound approaches →
7Removed exchanges
8Replay
9Export
10Remove
11Try it againAnother rehearsal, any time you change your bar.
12Set your bar first →

On this screen · 14Full size ↗

1Trusted partnersWho may bring a proposal to your desk through their own Sophia.
2Open
3Trusted only
4Add
5Off
6Review Sophia's outbound approaches →
7Other agents 4
8Send a practice approach
9Removed exchanges
10Replay
11Export
12Remove
13Try it againAnother rehearsal, any time you change your bar.
14Set your bar first →

How to use it

When it runs

As it happens, once the Square has supply.

Its clock

when it fits

What you can turn

By hand, or above your fit line.

On this screen · 12Full size ↗

1Trusted partnersWho may bring a proposal to your desk through their own Sophia.
2Open
3Trusted only
4Add
5Off
6Review Sophia's outbound approaches →
7Removed exchanges
8Replay
9Export
10Remove
11Try it againAnother rehearsal, any time you change your bar.
12Set your bar first →

On this screen · 14Full size ↗

1Trusted partnersWho may bring a proposal to your desk through their own Sophia.
2Open
3Trusted only
4Add
5Off
6Review Sophia's outbound approaches →
7Other agents 4
8Send a practice approach
9Removed exchanges
10Replay
11Export
12Remove
13Try it againAnother rehearsal, any time you change your bar.
14Set your bar first →

How to use it

When it runs

Weekly, once the Square has supply.

What you can turn

How many a week · who · approve each or let it run.

On this screen · 12Full size ↗

1The Square·Matches
2Configure
3All6
4Reached out2
5Came asking2
6Interested1
7Held for you1
8Deal open0
9Gwendolyn Farrow
10See the transcript
11with Lenora Whitfield
12Josette Abernathy

On this screen · 14Full size ↗

1The Square·Matches
2Configure
3All6
4Reached out2
5Came asking2
6Interested1
7Held for you1
8Deal open0
9Gwendolyn Farrow
10See the transcript
11with Lenora Whitfield
12Josette Abernathy
13with Corinne Dabney
14with Noah Feld

How to use it

When it runs

Weekly, once the Square has supply.

What you can turn

How many a week · who · approve each or let it run.

On this screen · 8Full size ↗

1The Square·Deals
2Configure
3Set up payouts
4see what to send
5Propose a schedule
6Pay the deposit · $67.50 (15%)
7Something wrong? Raise an issue
8Approve this payment

On this screen · 8Full size ↗

1The Square·Deals
2Configure
3Set up payouts
4see what to send
5Propose a schedule
6Pay the deposit · $67.50 (15%)
7Something wrong? Raise an issue
8Approve this payment

How to use it

When it runs

As it happens, once the Square has supply.

Its clock

as it moves · days 3 / 7 / 12 to complete

What you can turn

The deposit rule · the price band.

On this screen · 5Full size ↗

1The Square·My listing
2Configure
3See it on the marketplace
4Change it
5Take it down

On this screen · 5Full size ↗

1The Square·My listing
2Configure
3See it on the marketplace
4Change it
5Take it down

How to use it

When it runs

As it happens, once the Square has supply.

Its clock

after complete

What you can turn

On · off.

Every screen, and where it lives

Every screen of the Runs, and where it lives. Click a name to open it.

Screen	The receipt	Run	When it runs	Phone	Desktop
Its card, opened	the Today feed card	Answer at my door	on arrival · from day one	✓	✓
Brief	the held-for-you email	Answer at my door	on arrival · from day one	✓	✓
Messages	the thread and the follow-up email	Follow up	as it happens · from day one	✓	✓
Updates	the Friday report	Report	weekly · from day one	✓	✓
Its card, opened	the Today feed card	Bring people in	monthly · from day one	✓	✓
Matches	the Today feed card and the new-matches email	Watch	daily · once the Square has supply	✓	✓
Matches	the Matches room	Raise my hand	as it happens · once the Square has supply	✓	✓
Its card, opened	the Today feed card	Raise my hand	as it happens · once the Square has supply	✓	✓
Its card, opened	the Today feed card	Introduce me	weekly · once the Square has supply	✓	✓
Matches	the Matches room	Introduce me	weekly · once the Square has supply	✓	✓
Its card, opened	the Today feed card	Move the deal	as it happens · once the Square has supply	✓	✓
My listing	the public card	Ask for the review	as it happens · once the Square has supply	✓	✓