Guide
The 9 dimensions whereAI agents operate
Short answer
In the Omni Agent model, every request that reaches the agent office falls into one of nine dimensions, leadership, mission, values, markets, customers, optimization, resources, delivery, and representation. A matrix crosses those dimensions with eight director-level agents and gives each cell one owner. If no cell applies, the request goes to a person.
What a dimension is, and why there are nine
A company gets requests all day. A customer asks about their delivery, a supplier sends an invoice, the director wants to know how much sold yesterday. In an office of AI agents, every request has to reach the agent it belongs to, and that is what sorting it by dimension is for.
A dimension is a question about the company: what it governs, what it contributes, what standard it sets, how it grows, how it treats the customer, what it improves, how it allocates what is scarce, what it delivers, and who it answers to. Our model uses nine because they are designed so that any request falls into one, and only one. That rule lets the coordinating agent, which we call the CEO agent, send every matter to the right agent without guessing. Anthropic describes this pattern as routing: classifying what comes in and sending it to the specialized task it belongs to1. What does not fit any dimension does not stay floating: it goes to a person.
The nine dimensions, one by one
The table shows the question each dimension answers and a real request that falls there.
| Dimension | Question it answers | A request that falls here |
|---|---|---|
| Leadership | What governs? | "Who approves special discounts?" |
| Mission | What is its contribution to the purpose? | "Does this project move us toward this year's goal?" |
| Values | What standard does it set? | "Does this campaign match the brand's tone?" |
| Markets | How does it take part in expansion? | "What do we need to sell in another city?" |
| Customers | How does it treat the customer? | "My order did not arrive and nobody answers me" |
| Optimization | What does it continuously improve? | "The month-end close takes too long" |
| Resources | How does it allocate what is scarce? | "Which supplier do we pay first this week?" |
| Delivery | What does it put in the customer's hands? | "Is the contract ready to sign yet?" |
| Representation | Who does it answer to? | "Prepare the report for the board" |
The mandate matrix: one owner per cell
The dimensions cross with eight agents. Seven carry the mandate of a leadership role: CEO (coordination), COO (operations), CMO (marketing), CFO (finance), CTO (technology), CLO (legal), and CRO (revenue). The eighth, Compliance, does not depend on any area: it watches all of them and reports directly to the CEO agent. The Institute of Internal Auditors explains it in its three lines model: the independence of whoever audits from whoever manages is what gives it objectivity and authority2. Above all of them is the general director, who is a person and has the final word.
Each cell says what falls to that agent in that dimension, with a single owner. It is the rule of a RACI matrix, where every task has exactly one person accountable for the final result3. Read by column, the matrix is each agent's job description. Read by row, it says who answers each type of request.
Coordination, operations, marketing, and finance
| Dimension | CEO | COO | CMO | CFO |
|---|---|---|---|---|
| Leadership | Leads the company | Leads daily operations | Leads marketing and brand | Leads finance |
| Mission | Sets the vision and drives growth | Turns strategy into execution | Grows the brand and generates demand | Keeps the business financially healthy |
| Values | Defines the company's culture | Aligns processes with standards | Shapes the brand's voice and tone | Sets financial discipline |
| Markets | Leads expansion | Scales operations into new markets | Designs entry campaigns | Assesses market viability |
| Customers | Prioritizes customer acquisition | Improves service delivery | Builds relationship and loyalty | Watches the cost of retention |
| Optimization | Evolves the brand and product | Simplifies operations | Refines content and campaigns | Tracks financial performance |
| Resources | Decides where to invest | Allocates resources across teams | Assigns spend and channels | Manages capital allocation |
| Delivery | Drives the product vision | Coordinates production and logistics | Leads the market launch | Monitors product profitability |
| Representation | Prepares what the company's public face says | Bridges departments | Protects the brand across every channel | Prepares the financial report to the board |
Technology, legal, revenue, and compliance
| Dimension | CTO | CLO | CRO | Compliance |
|---|---|---|---|---|
| Leadership | Leads technology strategy | Leads legal and regulatory matters | Leads revenue generation | Leads compliance, with veto over every area |
| Mission | Builds and maintains the infrastructure | Keeps the company within the law | Turns the pipeline into closed revenue | Ensures what was executed is what was authorized |
| Values | Sets data governance and IT policy | Sets ethical and risk boundaries | Sets revenue targets and sales quotas | Turns values into auditable rules |
| Markets | Deploys the systems behind growth | Rules on regulatory viability | Builds revenue models | Adapts controls to the local framework |
| Customers | Implements customer-facing technology | Protects the contract and data protection | Maximizes customer lifetime value | Watches for fair treatment and truthful offers |
| Optimization | Automates business processes | Reduces recurring legal exposure | Optimizes the sales pipeline | Reduces false alarms without lowering coverage |
| Resources | Controls the IT budget | Prioritizes litigation and contracts | Directs resources to the highest-value deals | Assigns audits by risk, not by volume |
| Delivery | Builds the software and the platform | Releases with contractual support ready | Runs sales enablement | Signs off on exit controls |
| Representation | Manages technology vendors | Prepares what is presented to authorities | Reports revenue metrics | Reports compliance directly to the CEO |
Two columns deserve an explanation. The CRO exists apart from the CMO because whoever creates demand should not be the one who closes it: that way each one is measured by its own result. And Compliance has veto over every area because its job is to check that what got executed is what someone authorized.
How the matrix works on a normal day
The example uses an invented company to show how three requests travel. It does not describe any client.
What the company gains shows up in the example. The night complaint gets handled before the customer gets angry. The invoice does not wait for someone to enter it. The director gets the checked figure in minutes, without asking three areas for it. And every decision that matters, like paying or confirming the crew, reaches a person with the information already put together.
There is a less visible gain. A mid-size company rarely has a director dedicated to each of these eight areas. The matrix gives every area the full mandate of that role, written and applied the same way every day, while decisions stay with whoever leads today.
How we install the matrix in your company
Omni Agent is an AI consultancy based in Mérida, Yucatán. We install, connect, and maintain agents that run on top of models that already exist, mainly Anthropic's. The matrix is how we organize that work, and it is installed in three phases.
- Discovery. We interview whoever runs each area and map the business rules, the criteria nobody has written down, who talks to whom, the tools they use, and how many times a month each thing happens. You come out with the map of the cells that apply to your company and the agent that answers in each one.
- Contract. If you decide to move forward, it is signed once Discovery ends, for twelve months.
- Implementation. Every cell turns into instructions, permissions, and connections: what the agent can read, what it can prepare, and what needs a person's authorization. Agents run on infrastructure dedicated to your company.
- Maintenance. With use, each cell's rules get refined and stay in a memory every agent shares. If someone on your team leaves, what the agent learned stays.
Not every company needs all eight columns from the start. The CEO Agent package installs one agent for whoever leads. The Microswarm installs five, one per director. The Omni Agent package installs the full synthetic office, with a swarm per area. The matrix is the same across all three; what changes is how many columns get turned on.
What the matrix does not do
- It does not give an agent the final word. The matrix describes mandates. Whoever leads each area decides, and in Representation the agent prepares while a person signs or speaks for the company.
- It does not move money or sign. Payments, contracts, and legal or tax decisions of substance go through a person, as OWASP recommends for high-impact actions4.
- It does not invent cells. If a request has no owner in the matrix, it goes to a person, and they decide whether a new rule is needed.
- It does not work without written rules. If nobody can explain how something gets decided, it first gets documented in Discovery and then assigned to an agent.
- It does not turn on fully on day one. It starts with one vertical and one process, gets measured, and then expands.
Let's place your first process in the mandate matrix.
Sources
- Building effective agents (Anthropic)Routing classifies each input and sends it to a specialized task; in the orchestrator pattern, a central model splits the work and gathers the results.
- The IIA's Three Lines Model (The Institute of Internal Auditors, July 2020)Internal audit's independence from management is critical to its objectivity, authority, and credibility.
- RACI chart template (Atlassian)In a RACI matrix, every task must have exactly one person accountable for the final result.
- LLM06:2025 Excessive Agency (OWASP)Limit the agent's tools and permissions and require human approval for high-impact actions.
Keep reading
How a synthetic office of agents is governed
Who is in charge in an office of AI agents, what each agent decides, what a person always approves, and how permissions, logs, and data stay controlled.
Grow your company with AI agents without bloating payroll
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