Roadmap
Where EmpireOS is headed.
V1 is the founder/CEO console. Team workflows, AI agents, and external integrations ship in later versions so each layer can be done well.
New to the beta? Start with the Beta Tester Guide.
V1 — Founder / CEO EmpireOS
Shipping now. Beta.
- Account signup / login
- Multi-business dashboard + Empire View
- Business templates
- Manual data + spreadsheet import
- Action Queue & CEO Brief
- Guided Setup
- Custom fields & saved views
- Readiness, knowledge gaps, milestones
- Beta feedback
V2 — Team, Accountability & Collaboration Layer (V2.5 shipping)
V2.5: Monetization & entitlements foundation — plans, credit wallet, AI placeholders, integration marketplace, plan advisor. Billing/AI not yet live.
- Manual team members (cloud-backed when signed in)
- Role labels (Owner/Admin/Manager/Contributor/Viewer) — no enforcement yet
- Department ownership per business
- Per-record assignment editor (owner, assignee, due date, priority, status)
- Assignment metadata on records (JSONB for now)
- Accountability filters: assigned / unassigned / overdue / high / blocked / due soon
- My Assignments grouped by team member
- Rule-based accountability recommendations in the Action Queue
- /team and /accountability routes
- Phase 3: /permissions route — role presets, department access matrix, protected departments
- Phase 3: soft UI access levels (none / summary / view / edit / manage)
- Phase 3: permission gap warnings on /accountability
- Phase 4: pending invites with role preset, department, and permission preview
- Phase 4: invite warnings for broad access to protected departments
- Phase 4: revoke / mark accepted / convert invite to team member
- Phase 5: record-level comments (add / archive / delete)
- Phase 5: approval requests (request / approve / reject / cancel) with priority & due date
- Phase 5: activity log entries for create / update / assign / approval / comment events
- Phase 5: /activity hub with filters and a dashboard Recent Activity & Approvals card
- Phase 5: approval warnings on /accountability (overdue, high-priority pending)
- Phase 6: Decision Intelligence rule helpers (risks, decisions, approvals, revenue, ops, team, momentum, NBA, brief)
- Phase 6: /ceo-brief route with Executive Summary, Wins, Risks, Decisions, Approvals, Accountability, Revenue, Team, and Next Best Actions
- Phase 6: Founder Intelligence dashboard card with risks, NBA, momentum, and approval/decision counts
- Phase 6: Action Queue now includes intelligence-driven recommendations alongside the original rule engine
- Phase 6: activity-aware brief (recent creations, updates, approvals, comments fall back gracefully when empty)
- Phase 7: deterministic setup-completeness helper across 11 categories (profile, North Star, offer, revenue, pipeline, actions, owners, team, OKRs, decisions, activity)
- Phase 7: Setup Completeness dashboard card with auto-hide above 80%
- Phase 7: Guided Setup now renders every completeness category with status + next step
- Phase 7: CEO Brief data-health note uses completeness guidance (per-category why & next step)
- Phase 7: Action Queue surfaces setup recommendations at lower priority than urgent ops items
- Phase 7: teaching empty states across CRUD entities (what goes here · why it matters · what to add first)
- Phase 8: global Quick Add button in the app header and sidebar (⌘K / Ctrl+K shortcut)
- Phase 8: Quick Add modal with picker → lightweight form → confirmation flow
- Phase 8: 13 entity types supported (Action, Offer, Revenue Stream, Lead, Deal, Decision, OKR, Client, Campaign, Ticket, Contract, Comment, Approval Request)
- Phase 8: context-aware defaults — Quick Add pre-selects an entity based on the current route
- Phase 8: Create-from-recommendation buttons on setup recommendations (dashboard card + Action Queue)
- Phase 8: Quick Add writes through existing services → setup completeness, CEO Brief data-health, and Action Queue update on the next refresh
- Phase 8: activity log entries written for quick-created actions, offers, deals, decisions, comments, approvals
- Phase 9: generic record_links table (RLS scoped to auth.uid()) with relationship types, optional notes, indexes
- Phase 9: Linked Records tab inside every record dialog — outbound links + backlinks, add / remove links
- Phase 9: Quick Add 'Link to' fields for deals (offer, client), campaigns (offer, revenue stream), contracts (client), decisions (action), OKRs (action), actions (decision, deal, OKR)
- Phase 9: relationship-aware signals in CEO Brief, Action Queue, Founder Intelligence (orphan deals/campaigns/contracts/decisions/OKRs, blocked decisions/approvals)
- Phase 9: Setup Completeness now rewards linked offers, linked OKRs, and linked decisions on top of existence
- Phase 10: Daily Founder Workflow dashboard card (CEO Brief → Action Queue → Accountability → Guided Setup → Activity loop)
- Phase 10: consolidated Needs Attention dashboard card — single ranked list of critical risks, hot/overdue approvals, decisions needing follow-up, accountability gaps (reuses intelligence engine)
- Phase 10: Accountability filter polish — visible filtered state, Clear filter button, clearer empty hint
- Phase 10: 'My assignments by team member' relabelled to 'Assigned work — by team member' with a note that identity-enforced 'My Work' lands when team membership is enforced
- Phase 10: cross-links between Dashboard, CEO Brief, Action Queue, Accountability, Guided Setup, Activity, and Quick Add tightened
- Phase 10: copy / empty-state polish across workflow surfaces
- Phase 11: Template Library route — starter packs, business templates, roadmap surface
- Phase 11: 10 starter operating-system packs (Solo Consultant, Course Creator, Service, Event, Agency, SaaS, Local, Multi-Business, Membership, Creator)
- Phase 11: preview-before-apply flow with duplicate detection (case-insensitive title match) and activity logging
- Phase 11: Guided Setup cross-link to Template Library so founders can start from a template instead of a blank page
- Phase 12: /onboarding first-run path — 10 ordered steps wired to existing Setup Completeness, Templates, Quick Add, North Star, and CEO Brief
- Phase 12: dashboard onboarding callout that surfaces current setup %, the next best step, and auto-hides for past-early-stage businesses
- Phase 12: starter-pack apply now records an onboarding milestone so the pack step marks itself done
- Phase 12: CEO Brief milestone — opening the brief from onboarding marks 'first brief reviewed' (deterministic, rule-based language)
- Phase 12: Guided Setup cross-links to /onboarding, /templates, /ceo-brief for a clearer first-time path
- Phase 13: Help & About rewritten as 'What V2 includes today' + beta limitations section so expectations match shipped scope
- Phase 13: Roadmap and sidebar version markers refreshed to V2; copy pass across Onboarding, Templates, CEO Brief, Action Queue, Guided Setup, Permissions, Invite Flow Lite
- Phase 13: navigation labels and empty-state copy polished for founder-friendly tone (calm, no shame language)
- V2.5: centralized plan + pricing config (Free / Starter / Operator / Empire / Advisor) with placeholder prices
- V2.5: entitlement helpers (canUseAiBrief, canUseIntegrations, canAddMoreBusinesses, etc.) driven by current plan
- V2.5: AI credit wallet foundation (balance, monthly grant, purchased credits, used this month, low-credit threshold)
- V2.5: centralized AI feature cost catalog (5–100 credits per feature)
- V2.5: /billing route with plan comparison, monthly/annual toggle, credit packs, feature cost table, plan advisor
- V2.5: /integrations marketplace placeholders (Sheets, Gmail, Calendar, Slack, Stripe, Zapier/Make, QuickBooks)
- V2.5: reusable billing components (PlanBadge, FeatureGate, UpgradePrompt, OutOfCreditsPrompt, CreditCostPreview, AiActionButton)
- V2.5: AI placeholder buttons on CEO Brief, Action Queue, Activity, Guided Setup, Linked Records — opens preview modal, never calls AI
- V2.5: deterministic plan advisor on /billing based on businesses, team size, integrations, AI needs, business phase
- V2.5: safety copy across billing/AI surfaces — no live charges, no real AI calls
- Still roadmap: AI onboarding assistant, data import integrations, guided wizard with templates, automated integrations, scheduled setup nudges, onboarding emails
- Later phases: advanced command palette, bulk edit, advanced analytics, AI prioritization, automations, notifications, true enforced team dashboards, visual graph map, advanced dependency mapping, automatic relationship suggestions, AI relationship detection, AI-assisted data entry, AI-generated brief, scheduled email/Slack delivery, PDF export, automated agents, forecasting, real invite email, accepted-user membership, database-level permission enforcement, real-time comments, mentions, advanced audit logs, approval routing, SSO/WorkOS, external integrations
V3 — AI Agents & Automations
After the team layer.
- Marketing, sales, ops, finance agents
- CEO brief agent
- Workflow triggers
- AI provider flexibility
- Human approval controls
- Future AI agents will be designed as assistants, not autonomous decision-makers. Users should review and approve important outputs before taking action.
Future AI-generated outputs should be reviewed by a human before use. You are responsible for approving and applying any recommendations.
V4 — Ecosystem & Integrations
Future.
- PlanCraft import
- One Person Empire guidance links
- Google Sheets live sync
- CRM / accounting / calendar / email integrations
- Paid access and entitlements