LensReading which lens this session carries.
Marketing/Customer Advocacy

Sub-function

Customer Advocacy

Owns advocacy asset work end to end inside Marketing. Runs 3 lines across 16 stations, drains the repeatable share into no shared tower, and holds 5 human gates.

orchestrator Advocacy Orchestratorhuman owner Director, Customer Advocacyno shared tower — judgment density too high

Estate rating

BBB

70 / 100

autonomy 66%cap 72%

Matching and drafting are agentic. Customer consent is a hard human gate every single time — using a customer name without it is an unrecoverable error.

Agents

8

Lines

3

Units / wk

12,308

Timetable vs actual

20.6h → 19.4h

Cost / unit

$17

was $42

Run-rate saving

$15.5M

annualized at this volume

The 8 agents running this sub-function

Grouped by what they are for, not by where they sit. The agent org is process-shaped.

OrchestratorOwns the queue and arbitrates between desks.

Advocacy Orchestrator

Owns the customer advocacy lane end to end. Sequences the other agents, holds the timetable, and decides what surfaces to a human.

ObserveA3149 / 24h96%10% ovr$11/task

ceiling A3 · escalates to Escalates to Director, Customer Advocacy when the unit falls outside the decision envelope or confidence drops below the floor.

TaskExecutes stations on a line.

Advocate Identification Agent

Executes the customer advocacy step it owns, posts its evidence, and hands the unit to the next stage.

WorkflowA33,604 / 24h92%7% ovr$0.32/task

ceiling A3 · escalates to Escalates to Director, Customer Advocacy when the unit falls outside the decision envelope or confidence drops below the floor.

Reference Matching Agent

Executes the customer advocacy step it owns, posts its evidence, and hands the unit to the next stage.

WorkflowA32,014 / 24h92%4% ovr$0.50/task

ceiling A3 · escalates to Escalates to Director, Customer Advocacy when the unit falls outside the decision envelope or confidence drops below the floor.

Case Study Drafting Agent

Executes the customer advocacy step it owns, posts its evidence, and hands the unit to the next stage.

WorkflowA31,202 / 24h89%4% ovr$0.38/task

ceiling A3 · escalates to Escalates to Director, Customer Advocacy when the unit falls outside the decision envelope or confidence drops below the floor.

Review Solicitation Agent

Executes the customer advocacy step it owns, posts its evidence, and hands the unit to the next stage.

WorkflowA33,130 / 24h93%3% ovr$0.24/task

ceiling A3 · escalates to Escalates to Director, Customer Advocacy when the unit falls outside the decision envelope or confidence drops below the floor.

ObserveWatches signals and watches the agents.

Advocate Health Agent

Watches customer advocacy continuously. Detects drift, quantifies it, and routes what matters without waiting for a reporting cycle.

ObserveA398 / 24h92%14% ovr$3.45/task

ceiling A3 · escalates to Escalates to Director, Customer Advocacy when the unit falls outside the decision envelope or confidence drops below the floor.

PolicyAuthors and versions the binding rules.

Usage Rights Agent

Holds the rules that bind every other agent in customer advocacy. Versions them, tests them against live decisions, and blocks work that breaches them.

PolicyA2146 / 24h94%17% ovr$7.76/task

ceiling A3 · escalates to Escalates on any decision that would breach a live policy version, with the clause cited.

ChallengerPaid to disagree before a human has to.

Customer Advocacy Challenger Agent

Adversarial reviewer for customer advocacy. Argues the opposite case on every position and flags where the evidence does not carry the claim.

StrategyA265 / 24h96%16% ovr$12/task

ceiling A3 · escalates to Escalates when a ratified position is still running against a break condition it flagged.

Estate rating breakdown

Seven control dimensions. Judgment readiness runs against autonomy on purpose.

Control Coverage62
Evidence Quality68
Override Discipline76
Data Integrity87
Recovery Readiness62
Cost Transparency65
Judgment Readiness71

People

What the humans stopped doing, and what they do now.

headcount on this work51.739.1 FTE

Redeployed into control design and independent testing.

inference cost per unit$4.92

Lines running in this sub-function

Each line is a workflow. Click a line to walk it station by station.

12 clear3 evidenced4 held
MK9ACase Study ProductionTransactional · 7 stations

Identify candidate

1 live

Secure consent

1 live

Interview

14 q

Draft

3 live

Customer approve

5 q

Legal clear

1 live

Publish

1 live

MK9BReference RequestTransactional · 5 stations

Match request

1 live

Check fatigue

3 live

Secure consent

1 live

Broker call

14 q

Log outcome

3 live

MK9CReview ProgramTransactional · 4 stations

Target advocates

32 q

Solicit

46 q

Monitor sentiment

2 live

Escalate negative

2 live

Strategy positions this sub-function holds

An agent that only executes is a robot. These are the calls it made, the argument against each one, and what would prove it wrong.

MK9-POS-100

Customer Advocacy Operating Position

Ratifiedv2

Where should the autonomy ceiling for customer advocacy sit over the next four quarters, and what evidence would justify moving it?

Hold the ceiling at A3 for customer advocacy. Matching and drafting are agentic. Customer consent is a hard human gate every single time — using a customer name without it is an unrecoverable error. Raise it only after two consecutive quarters where the override rate stays under five percent and every override has a written cause.

confidence

66%

The challenge — Customer Advocacy Challenger Agent

Customer Advocacy Challenger Agent argues the recommendation leans on 2 quarters of data from a period with no volume shock. The confidence band overlaps the alternative, and the position does not say what it would take to be wrong. Recorded as a dissent, not a block.

Break conditions

  • ·Override rate rises above 15 percent for two consecutive months
  • ·Cost per advocacy asset stops falling while volume keeps rising
  • ·A control failure in this lane reaches a customer or a regulator

Evidence gaps

  • ·No external comparator on a like-for-like unit definition
  • ·Exception cases under $53k are sampled, not fully measured
Alternative consideredCostRiskVerdict
Hold the current position$645k run rateKnown and priced. Cedes ground if comparators move faster.not selected
Raise the ceiling one level now$1674k to build controlsOverride rate is 13 percent; raising the ceiling before that settles imports the error into production.rejected on evidence
Move the exception tail to the spine$443k transitionLoses local context. Rework risk on the cases that are hardest to recover.selected
authored by Advocacy Orchestratorratifier Director, Customer Advocacy3 stated assumptions
outcome did not hold

Ratified 9 months ago. Measured since: cost per advocacy asset rose 11 percent against a forecast that it would fall 31 percent.

Policy register

The rules the agents above are bound by. Version, owner, approver, and the agents each rule constrains.

RefRuleScopeOwner agentApproved byVersionStatus
MK9-POL-200

Customer Advocacy Decision Envelope

Agents in this lane may act without a human when the advocacy asset sits inside the stated value, risk and confidence envelope. Outside it, the unit holds at a gate with a named approver and a running clock.

binds 4 agents · Global

envelopeUsage Rights AgentDirector, Customer Advocacyv3.7Active
MK9-POL-201

Customer Advocacy Evidence Standard

Every autonomous decision writes inputs, the rule version applied, the model and prompt version, the output and a reversal path. An action with no evidence record is treated as a control failure, not a fast decision.

binds 4 agents · EU · UK · US

evidenceUsage Rights AgentDirector, Customer Advocacyv3.0under review
MK9-POL-202

Customer Advocacy Escalation Rule

Escalation is mandatory when confidence falls below the floor, when two options sit inside the confidence band, or when a break condition on a ratified position fires. Director, Customer Advocacy owns the response clock.

binds 4 agents · US · Canada

escalationUsage Rights AgentDirector, Customer Advocacyv4.3Active