> ## Documentation Index
> Fetch the complete documentation index at: https://docs.synscribe.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Roles & handoffs

> Who does what — AM vs BPO publishing, and the human-only tools outside Pi.

Running accounts at scale means work moves between people and tools. This page is the map of who
owns what, so nothing falls through the cracks.

## The account manager (you)

You own the account: strategy, driving Pi, quality gates, client comms, and the review. Most of the
content work you do through Pi (research, generation, editing, analytics). The rest is a handful of
human-only tools, listed below, and the handoffs to publishing help.

## Publishing help (BPO)

High-volume, repetitive publishing (pushing approved pages live on a schedule) can be handed to the
BPO teammate:

* Define the publishing schedule and hand it off in the `#bpo` channel.
* If it's a new flow, record a Loom showing exactly how to do it before handing over. A 30-second
  screen recording prevents a dozen back-and-forths.
* You stay responsible for the quality gate. The BPO publishes what you've approved; they don't
  decide what ships.

## Human-only tools (not driven through Pi)

These are the tools an AM uses directly. Pi doesn't operate them:

| Tool                  | Used for                                                                               |
| --------------------- | -------------------------------------------------------------------------------------- |
| Linear                | Project/task tracking; tickets for deferred work and indexing backlogs                 |
| Notion                | Strategy docs, diagnostic logs, review prep, this playbook                             |
| Excalidraw            | Wireframing landing pages                                                              |
| PostHog               | Analytics, session recording, conversion funnels *(Pi can query it; you configure it)* |
| Google Search Console | Indexing, sitemap submission                                                           |
| Bing Webmaster        | Secondary indexing verification                                                        |
| IndexNow              | Automated indexing protocol                                                            |

> When an SOP step is marked "(human-only tool)", it means do this yourself, such as creating a
> Linear ticket or saving a diagnostic to Notion. Everything else, prefer to delegate to Pi.

## Escalation

Some situations go straight to Raymond:

* Quality Gate miss: fewer than the target pages ranking by the Month-1 checkpoints
  ([3.6](/sops/quality-gate)). High priority.
* Analytics not collecting after PostHog setup. Medium priority.
* Schema, product, or positioning decisions that aren't yours to make. Flag them, don't guess.

## For agency partners

The same roles apply, run to the standardized bar. See
[3.15 Agency partners & standardization at scale](/sops/agency-standardization).

**Related:** [3.1 Onboarding Month 1](/sops/onboarding-month-1) · [2.0.3 Driving Pi well](/platform/driving-pi-well)