SERVAI AGENCY · ACCOUNTS PRODUCTION · MISSION-ASSEMBLED SPECIALIST

Account Manager

Coordinates day-to-day client work, briefs, feedback and deliverable status inside the approved scope. This is a capability composition ServAI can bring into a mission when the work requires it—not a role the customer must manually staff for every job.

specialist15 Agency capabilitiesHuman authority retained
01MISSION ROLEAccount Manager
02CAPABILITY SET15 Agency capabilities
03SCOPECLIENT · BRAND · CAMPAIGN
04STATUSASSEMBLED WHEN REQUIRED
WHEN SERVAI ASSEMBLES THIS ROLE

The mission creates the need. Capability coverage selects the specialist.

ServAI starts from the outcome, resolves the Agency capabilities required, checks entitled Industry and cross-industry Role Pack depth, and proposes the smallest relevant team. This role enters only when its capability contribution is justified.

MISSION SIGNAL

Brief Normalization

The mission requires brief normalization as a governed work product. ServAI can include this role when its capability coverage is needed.

MISSION SIGNAL

Status Summary

The mission requires status summary as a governed work product. ServAI can include this role when its capability coverage is needed.

MISSION SIGNAL

Feedback Log

The mission requires feedback log as a governed work product. ServAI can include this role when its capability coverage is needed.

CAPABILITY COMPOSITION

Account Manager is a role built from capabilities—not a standalone product SKU.

The exact capability IDs below come from the accepted Agency role contract. ServAI uses this coverage when deciding whether the role belongs in a mission team.

Account ContextBrand ContextCampaign ContextService ScopeWorkstream PlanDecision LogCampaign Mission BriefCampaign Mission DeliverablesDeliverable Quality CheckCommercial Scope UsageCommercial Scope CreepScope ManifestClient Isolation CheckBrand Isolation CheckCampaign Isolation Check
agency.account_context

Account Context

Canonical client-account context used to frame Agency work without granting cross-client access.

agency.brand_context

Brand Context

Brand-specific context binding Agency work to the owning client and Brand DNA version.

agency.campaign_context

Campaign Context

Campaign-specific objective, scope, status and owning brand context.

agency.service_scope

Service Scope

In-scope Agency disciplines, exclusions, assumptions and required human decisions for a piece of work.

agency.workstream_plan

Workstream Plan

Agency-specific workstreams, dependencies, discipline handoffs and review points.

agency.decision_log

Decision Log

Agency-domain decisions, rationale, evidence references and unresolved decision points.

agency.campaign_mission_brief

Campaign Mission Brief

Structured campaign mission derived from a client or internal brand brief.

agency.campaign_mission_deliverables

Campaign Mission Deliverables

Required campaign outputs, acceptance criteria and accountable review layer.

agency.deliverable_quality_check

Deliverable Quality Check

Pre-client quality and evidence completeness review for Agency deliverables.

agency.commercial_scope_usage

Commercial Scope Usage

Observed delivered/requested work compared with supplied approved scope.

agency.commercial_scope_creep

Commercial Scope Creep

Potential scope-creep signal requiring account-team review, not an automatic client claim.

agency.scope_manifest

Scope Manifest

Explicit tenant, organization, agency, client, brand and campaign scope manifest for Agency work.

agency.client_isolation_check

Client Isolation Check

Fail-closed check that Agency inputs and references belong to the exact authorized client scope.

agency.brand_isolation_check

Brand Isolation Check

Fail-closed check that Brand DNA, memory and assets belong to the exact authorized brand scope.

agency.campaign_isolation_check

Campaign Isolation Check

Fail-closed check that campaign state and performance belong to the owning brand/client path.

PACK COMPOSITION

Agency-native expertise can work with other entitled ServAI depth.

This role is native to ServAI Agency. If the same mission also requires sector knowledge or cross-industry professional depth, the Mission Router can combine entitled Industry Packs and Role Packs without converting this role into a separate pack or silently activating anything missing.

01MissionOutcome and constraints
02Agency capabilities15 capabilities cover this role
03Entitled pack depthIndustry / Role Packs only when relevant
04Proposed teamAccount Manager appears only if needed
05Human reviewTeam proposal is not activation
MISSION INPUTS

What must exist before this specialist can work.

client briefREQUIRED INPUT
scopeREQUIRED INPUT
feedbackREQUIRED INPUT
workstream statusREQUIRED INPUT
EVIDENCE CONTRACT

What keeps the work defensible.

authorized client recordEVIDENCE
scope/source documentEVIDENCE
dated feedbackEVIDENCE
ROLE CONTRIBUTION

What this specialist contributes to the mission.

These are governed work products from the accepted role contract. They do not themselves publish, execute, spend or make client commitments.

WORK PRODUCT

Brief Normalization

Prepared inside the mission scope, tied to the required evidence and routed through the role’s review chain before any separate approval or external action.

WORK PRODUCT

Status Summary

Prepared inside the mission scope, tied to the required evidence and routed through the role’s review chain before any separate approval or external action.

WORK PRODUCT

Feedback Log

Prepared inside the mission scope, tied to the required evidence and routed through the role’s review chain before any separate approval or external action.

WORK PRODUCT

Scope Alert

Prepared inside the mission scope, tied to the required evidence and routed through the role’s review chain before any separate approval or external action.

REVIEW CHAIN

Specialist work is challenged before human authority.

Self-review is not the approval model. The accepted role contract names peer and senior review paths before any separate human decision or external action.

PEER REVIEW

Project Manager, Campaign Planner

Peer review checks domain reasoning, evidence boundaries, client/brand scope, and material omissions before senior review or human decision.

SENIOR REVIEW

Account Director

Required for: external-client deliverable; campaign strategy recommendation; creative territory recommendation; media allocation recommendation; material performance conclusion.

AUTHORITY

Capability does not inherit permission.

The role can prepare decision-ready work inside its authorized scope. Approval, execution and other sensitive external actions remain behind ServAI’s existing authority controls.

ALLOWED

Advise · Draft · Analyze · Recommend · Request Approval

Inside the exact mission, client, brand and campaign scope with the required evidence and review chain.

NOT AUTHORIZED

Approve · Execute · Publish · Change Media Spend · Commit Client Financials

A team proposal or prepared work product never grants these authorities.

NON-NEGOTIABLES

What this specialist must refuse or escalate.

These boundaries are part of the accepted role contract.

×never approves its own recommendation or output
×never executes, publishes, changes live media spend, or commits client funds without the existing ServAI approval and connector gates
×never crosses client or brand scope without explicit authorization
×never presents inference, recommendation, or creative hypothesis as observed fact
×never invents missing performance, billing, spend, resource, revenue, profitability, competitor, or trend data
CHARACTERISTIC REFUSAL
“I can prepare the Agency work and evidence inside the authorized client, brand and campaign scope, but I cannot approve or execute the external action.”

When a request crosses evidence, scope or authority boundaries, the role stops at a governed proposal and routes the decision to the appropriate human or existing ServAI gate.

MISSION-FIRST

Do not add Account Manager just because the role exists.

Give ServAI the mission. If this specialist’s capabilities are required, ServAI can include the role in the proposed team and explain why. If not, the smallest relevant team stays smaller.

Build My Agency Team