Create the business profile.
Continue SiteVault setup.
Continue SiteVault setup.
Create the business profile.
Continue SiteVault setup.
Product offer is missing.
Confirm SiteVault positioning and ICP.
Google OAuth app credentials are missing; Gmail OAuth cannot start without client ID, secret, and redirect URI.
Open Settings > Credentials.
Google OAuth app is missing. Fix: /admin/settings/credentials
Open Gmail onboarding and verify connected sender identity.
Operate prospecting workflows, inspect recent runs, and review outreach drafts before any human-approved send path exists.
Trigger the SiteVault prospecting workflow from a controlled form. The workflow creates CRM records, scores, and pending review drafts.
Review run status, counters, and timestamps for recent prospecting workflow activity.
Approve, reject, or revise generated outreach drafts. Nothing here sends a message.
Phase 1.7 adds reply ingestion and classification, keeping every response suggestion human-reviewed.
Ingest Gmail replies manually, inspect classifications, and review suggested next actions without sending responses.
Review proposed meeting slots from calendar availability. No calendar event is created yet.
Inspect a unified CRM activity feed across outreach, replies, follow-ups, meetings, scheduling, and events.
Review current company, contact, and conversation pipeline status counts.
Monitor provider usage, latency, success rate, token volume, and cost estimates without changing routing behavior.
Review the assembled agent roles, GitHub reference projects, pilot sequence, and gaps for the autonomous sales department.
Review health, cooldowns, and safe fallback routing rules for the AI provider chain.
Create and run safe queued tasks with leases, retries, and manual cancellation controls.
Configure controlled recurring jobs that enqueue safe tasks and optionally run the bounded worker.