The Intake Exam

The intake exam is the single most important step in setting up agenté. It's the reason your board boots already knowing your business instead of starting from zero.

What It Is

A structured, approximately one-hour assessment that profiles two things at once: your business and your leadership style. It's psychometric, not administrative. You're not filling out a form — you're calibrating a system.

Why Documents Come First

The exam is designed to be taken after you've uploaded your business documents. The board reads those documents and uses them to ask sharper, more specific questions. Instead of "describe your revenue model," it asks "your Q3 financials show a 12% margin dip — was that seasonal or structural?"

Upload first, then examine. The combination of your documents plus your exam answers produces a calibration that neither could achieve alone. See Uploading Your Documents.

What It Covers

The exam maps:

• Decision-making patterns — how you approach risk, trade-offs, and ambiguity.
• Communication preferences — tone, brevity, escalation thresholds.
• Strategic priorities — what you're optimizing for right now, and what you'd sacrifice to get there.
• Operational standards — quality bars, response-time expectations, pet peeves.
• Delegation comfort — what you'll hand off freely versus what needs your sign-off.

There are no right answers. There's only your answer, which configures the board accordingly.

What Happens When You Finish

The moment you submit, the board boots. It comes online pre-loaded with your business context and calibrated to your leadership style. No cold start. No generic defaults. No "how can I help you today?" from an empty machine.

Your first interaction is a welcome briefing: the board summarizes what it knows, flags what it thinks needs attention, and recommends what to delegate first. That briefing alone often pays for the time you spent on the exam.

What Makes This Different

Every other AI tool starts empty and asks you to teach it through weeks of trial and error. agenté compresses that into one focused hour. The intake exam is the calibration layer that makes the board feel like it was hired for your company, not pulled off a shelf.

Tips

• Block a full hour. Don't rush it. The quality of your answers directly determines the quality of the board.
• Be honest, not aspirational. If you hate long reports, say so. The board will adapt. If you lie about your preferences, it will serve the fictional you.
• You can retake it. Priorities shift. The exam can be re-run anytime to recalibrate the board to a new operating reality.

Ready? Head to Your First Day for what comes next.