Autonomous Revenue Operations Pilot

TODO: Replace internal secret controls with real admin authentication before exposing this area beyond local/internal operators.

Prospecting workflows

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 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.