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AI Sherpa Role Feature Guide

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1. Overview

AI Sherpas guide you through your venture journey - from validating your idea to building your product. Think of them as experienced guides who assess whether you’re ready to build, help you navigate complex decisions, and escalate issues when you need human support. They work behind the scenes to keep your project moving forward while ensuring you don’t waste time or money on ideas that won’t work.

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2. Step-by-Step Guide

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Accessing Your AI Sherpa

  1. Navigate to your Sherpa Dashboard at /sherpadashboard after logging in
  2. View your assigned Sherpa details - you’ll see their specialization, availability, and your current journey stage
  3. Check your active assessments - the dashboard shows pending Client Readiness Assessments (CRA) and Build Worthiness Assessments (BWS)

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Working Through Assessments

  1. Start a Client Readiness Assessment - your Sherpa initiates this to determine if you’re prepared to begin the journey
  2. Answer questions about your venture - respond to prompts about your market understanding, resources, and commitment level
  3. Review your CRA scores - the Sherpa evaluates dimensions like market clarity, technical readiness, and resource availability
  4. Proceed to Build Worthiness Assessment - if you pass CRA, the Sherpa assesses whether your specific idea is worth building
  5. Get your pathway recommendation - based on BWS results, your Sherpa recommends the optimal journey path for your venture

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During Your Project Journey

  1. Receive checkpoint prompts - your Sherpa sends periodic check-ins at critical decision points via /sherpacombineddashboard
  2. Submit responses - answer questions about progress, blockers, or changes in direction
  3. Review Sherpa feedback - get guidance on next steps, warnings about risks, or approvals to proceed
  4. Track your journey progress - monitor stages and milestones in your Sherpa Combined Dashboard

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Escalating Issues

  1. Identify when you need human help - if your Sherpa encounters a complex decision or you disagree with recommendations
  2. Request escalation - use the escalation option in your dashboard or during checkpoint responses
  3. Connect with Human Sherpa - a senior guide reviews your situation and provides personalized advice via /humansherpadashboard
  4. Receive resolution - the human Sherpa makes a final decision or provides additional guidance

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3. Common Questions

Q: How does my AI Sherpa decide if my idea is worth building?
A: The Sherpa runs a Build Worthiness Assessment that evaluates your market validation, competitive positioning, technical feasibility, and resource requirements. It compares your venture against proven success patterns and identifies red flags. You’ll receive scores across multiple dimensions and a clear go/no-go recommendation. Q: What happens if I fail the Client Readiness Assessment?
A: Failing CRA doesn’t end your journey - it means you’re not ready yet. Your Sherpa provides specific gaps to address (like validating your market or securing resources) and allows you to retake the assessment once you’ve made progress. This saves you from wasting time and money building before you’re prepared. Q: Can I disagree with my AI Sherpa’s recommendations?
A: Yes. If you believe the Sherpa’s assessment is incorrect or doesn’t account for crucial context, you can escalate to a Human Sherpa for review. Provide your reasoning and additional evidence, and a senior guide will make the final call. Q: How often will my Sherpa check in on my progress?
A: Sherpa checkpoints are tied to journey stages, not calendar dates. You’ll receive prompts when you complete major milestones, when velocity drops, or when the Sherpa detects potential issues. Expect check-ins every 1-2 weeks during active development. Q: What’s the difference between an AI Sherpa and a Human Sherpa?
A: AI Sherpas handle routine assessments, journey guidance, and progress monitoring. Human Sherpas intervene for complex decisions, disputes, or situations requiring nuanced judgment. Most founders work primarily with AI Sherpas, escalating only when needed.

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4. Troubleshooting

Issue: My assessment is stuck in “pending” status
Check if you have incomplete responses in your current assessment. Navigate to /sherpadashboard and look for any required questions marked incomplete. If all responses are submitted and status hasn’t updated after 10 minutes, refresh the page or contact support. Issue: I can’t access the escalation option
Escalation is only available at specific journey stages and after certain assessment outcomes. If you don’t see the escalation button in your dashboard, check if your current checkpoint allows escalation. Some routine checks don’t qualify for escalation - complete the checkpoint first, then request review if needed. Issue: My Sherpa’s recommendations don’t match my understanding
This often happens when the Sherpa lacks full context. Review the data you’ve provided in your assessments and briefs. Use the feedback mechanism in checkpoints to add context or clarify misunderstandings. If the disconnect persists, escalate to a Human Sherpa for review. Issue: I disagree with my Build Worthiness Assessment score
First, review the detailed scoring breakdown to understand which dimensions scored poorly. If you have additional evidence or data that wasn’t considered, submit it through the assessment feedback option. You can request a reassessment after addressing identified gaps or escalate if you believe the scoring is fundamentally flawed. Confidence Report - After your Sherpa assessments, generate a comprehensive Confidence Report that synthesizes CRA and BWS scores with market data. This report shows investors and stakeholders why your venture is (or isn’t) ready to build. Access via /confidencereport/confidencereport. Journey Dashboard - Track your complete venture journey beyond Sherpa checkpoints. The Journey Dashboard at /journeydashboard shows all stages, tasks, and deliverables - giving you the big picture of where Sherpa guidance fits into your overall progress. Human Sherpa Dashboard - When you escalate an issue, monitor its status and communicate with your assigned Human Sherpa via /humansherpadashboard. This dashboard shows escalation history, response times, and final resolutions.