warningCredential readiness
Search/discovery provider credentials are not configured; public dossier/manual source runs remain available.
Open Settings > Credentials.
TODO: Replace internal secret controls with real admin authentication before exposing this area beyond local/internal operators.
blockedOperator continuity
Monitor tasks, runtime graph, and ops health.
Runtimewarning
Companies11
Contacts14
Drafts9
Gmail2
Allowlist2
Blocked sends0
unknownSending readiness
Verify manual approval before live send.
Review drafts, confirm allowlisted recipients, then approve one pilot send.
blockedRuntime readiness
50 failed task(s) need review.
Monitor tasks, runtime graph, and ops health.
blockedInvestor motion readiness
Create or adapt a sales motion with an investor/fundraising goal.
Add investor notes to knowledge and create an investor motion when ready.
Congruex
Jackie Schirmer · opportunity
Current stage
opportunityDerived from latest reply classification: interested.
Status: needs_review; last activity May 26, 2026, 11:23 PM.
Relationship health
needs review
Risk low; engagement active.
Channels
email, gmail
Prepared for Gmail, LinkedIn, calls, SMS, WhatsApp, internal notes, meetings, and future channels.
AI relationship summary
What happened
Latest inbound from Aliaksandr Stsebikhau: Yes, I would be interested. On Tue, May 26, 2026 at 7:23 PM Alex Steb <alexsteb122@gmail.com> wrote: > Hi David Hurtado, > > I’m reaching out because Congruex appears to run telecom field work > where crew ti...
Current state
Revenue opportunity is active.
Recommended next step
Generate a concise reply with operational details and a meeting CTA.
Next opportunity
Meeting intent is present and should be routed to an approved scheduling action.
No explicit objection is active.
Account context
CompanyCongruex
Industrytelecom infrastructure and field operations
Websitehttps://www.congruex.com/
ContactJackie Schirmer
TitleDivision President, Congruex Network Services
Thread19e6205e71b1df25
State snapshot
Replies
1
Outbound
0
Open follow-ups
0
Meeting requests
0
Order opportunities
0
Human takeover
Clear
Stage progression
1discovered
2contacted
3replied
4interested
5objection
6follow up
7meeting requested
NOWopportunity
9investor pipeline
10partnership pipeline
11do not contact
12closed lost
Message thread
internalNext action: generate_reply
May 27, 2026, 12:53 AM· routed
AI provider unavailable; deterministic fallback used.
inboundRe: Site readiness before the crew arrives
May 26, 2026, 11:23 PMFrom aliaksandrstsebikhau@gmail.com · interested
Classified by deterministic fallback because AI provider routing was unavailable.
inboundRe: Site readiness before the crew arrives
May 26, 2026, 11:23 PMFrom aliaksandrstsebikhau@gmail.com To alexsteb122@gmail.com · prospect_reply
prospect_reply with positive buying signal.
Gmail thread 19e6205e71b1df25 · message 19e669a557b470f4
outboundSite readiness before the crew arrives
May 26, 2026, 11:23 PMFrom alexsteb122@gmail.com To aliaksandrstsebikhau@gmail.com · sent
sent
Gmail thread 19e6205e71b1df25 · message 19e669984dbb0280
outboundSite readiness before the crew arrives
May 26, 2026, 2:03 AMFrom google-319a79f6-f0f3-49a0-bc90-7b6bd207524b@connected.local To aliaksandrstsebikhau@gmail.com · draft_created
draft_created
Gmail thread 19e6205e71b1df25 · message 19e6205e71b1df25
outboundSite readiness before the crew arrives
May 25, 2026, 6:50 AM· approved
Hi Jackie Schirmer, I’m reaching out because Congruex appears to run telecom field work where crew time, material readiness, and site access control are operationally expensive to coordinate. SiteVault stages telecom materials at the site before the crew arrives, controls access through the application, and creates a full operational audit trail. The goal is simple: crews start installation instead of losing the first workday to warehouse runs, missing materials, and man...
Relationship actions
Next-action workspace
generate_reply
semi_autonomous · routed · confidence 70%
Deterministic fallback selected a human-reviewed reply draft.
Warnings: AI provider unavailable; deterministic fallback used.
Generated task: 0689b5ea-4fed-499d-bb97-9a5c317ea22c
Suggested reply context
Re: SiteVault
I can send a concise overview of how SiteVault stages telecom materials before crews arrive and creates an operational audit trail.
approval required
Classified by deterministic fallback because AI provider routing was unavailable.
Unified relationship timeline
eventNext action: generate_reply
Deterministic fallback selected a human-reviewed reply draft.
May 27, 2026, 12:53 AM · routed · gmail
eventOutbound delivery attempt
Site readiness before the crew arrives
May 26, 2026, 11:23 PM · sent · gmail
eventGmail draft created
Site readiness before the crew arrives
May 26, 2026, 2:03 AM · draft_created · gmail
AI memory and context
No scoped relationship memory has been written yet.