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Circle of Advisors

Chat with one advisor, or set up a multi-advisor discussion and read what it returns.

Stress-test a strategy against several executive viewpoints without scheduling a single meeting.

Circle of Advisors opens on "Meet your Circle of Advisors" — "Select a role to start a conversation with specialized insights." Under 1:1 chat with an advisor is a roster of twelve roles: CFO, CEO, CRO, Analyst, FP&A, CHRO, CMO, CPO, CTO, Procurement, Cust. Success and COO. Pick one and you chat with that role on its own — there is no minimum to meet. A Show fewer link collapses the roster.

Below the roster, after an "or", sits Start a Discussion: "Select multiple advisors to debate a business topic." This simulates a multi-perspective executive dialogue powered by AI, so leadership teams can rapidly stress-test strategies, surface blind spots and speed up decisions. Setup is one screen, Configure Discussion:

Discussion Topic. Pick a preset — Board Meeting Prep, Quarterly Business Review, Cost Optimization, Growth Strategy — or write your own prompt.

Select Agents. Choose the advisors who will take part, each with its own area of expertise.

Discussion Controls. Max Rounds (1 to 5; each round, every selected agent responds once) and Valuesight Summary, which synthesizes the key takeaways after the discussion ends.

The result sets out where the advisors disagree ("Tension 2: …") with each advisor's position and an implication, then a Recommended Actions table consolidated across the advisors and ranked by priority, and a one-line summary.

The Meet your Circle of Advisors screen: a Home / Circle of Advisors breadcrumb, a 1:1 Chat with an Advisor grid of twelve roles (CFO, CEO, CRO, Analyst, FP&A, CHRO, CMO, CPO, CTO, Procurement, Cust. Success, COO) with a Show fewer link, and, below an "or" divider, a Start a Discussion card reading "Select multiple advisors to debate a business topic".

Takeaways

  • Pick a role for a 1:1 chat with that advisor — no minimum — or choose Start a Discussion to select multiple advisors to debate a topic.

  • Discussion setup: topic (preset or custom), agents, Max Rounds and Valuesight Summary.

  • One round = every selected agent responds once.

  • The result ends in a priority-ranked action table and a one-line summary.

Surfaces covered

  • QUICK CHECK / CROSS-FUNCTIONAL / DEEP DIVE
  • Detailed mode
  • Web Search toggle
  • Attachments
  • Chat history

Also taught in the Academy

Module 11 · Valuesight Agent and AI

Take it as lesson 11.3 in Business Analyst & FP&A