Autonomous Revenue Platform

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.

Setup Pilot Drafts

Runtimewarning

Companies11

Contacts14

Drafts9

Gmail2

Allowlist2

Blocked sends0

warningCredential readiness

Search/discovery provider credentials are not configured; public dossier/manual source runs remain available.

Open Settings > Credentials.

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.

Current step

Launch

Connect Gmail, run prospecting, review drafts, then approve controlled sends.

Execution tier

Pilot: approval-required, allowlisted live outbound, low velocity, suppression-aware, emergency-stop compatible.

Next action

Gmail Prospecting Drafts

blockedOperator continuity

Monitor tasks, runtime graph, and ops health.

Setup Pilot Drafts

Runtimewarning

Companies11

Contacts14

Drafts9

Gmail2

Allowlist2

Blocked sends0

readyOnboarding readiness

SiteVault setup has a project anchor and can continue through the guided operator flow.

Continue SiteVault setup.

readyProduct readiness

SiteVault pilot

Confirm SiteVault positioning and ICP.

warningCredential readiness

Search/discovery provider credentials are not configured; public dossier/manual source runs remain available.

Open Settings > Credentials.

readyGmail readiness

alexsteb122@gmail.com

Open Gmail onboarding and verify connected sender identity.

unknownSending readiness

Verify manual approval before live send.

Review drafts, confirm allowlisted recipients, then approve one pilot send.

readyProspecting readiness

11 companies and 14 contacts visible.

Run the SiteVault prospecting workflow.

blockedRuntime readiness

50 failed task(s) need review.

Monitor tasks, runtime graph, and ops health.

readyReputation readiness

0 blocked delivery attempt(s), 0 open incident(s).

Review provider health, delivery ledger, and incidents.

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.

Pilot readiness

1Business

Lilars

2Project

SiteVault

3Product offer

SiteVault pilot

4Sales motion

Telecom operations live-presentation motion

5Knowledge

4 active item(s)

6Launch

Connect Gmail, run prospecting, review drafts, then approve controlled sends.

Entity chain

Select the current parent records. Downstream forms inherit these IDs from selectors, so no manual UUID copy/paste is required.

BusinessLilars

ProjectSiteVault

OfferSiteVault pilot

Sales motionTelecom operations live-presentation motion

1. Business

Name

Slug

Industry

Website

Status

Positioning

Credibility points

Geography JSON

Brand voice

2. Project

Name

Slug

Industry

Core offer

CTA

Target audience

Pain points

Allowed channels

ICP JSON

Daily limits JSON

Outreach preferences JSON

Qualification rules JSON

Provider preferences JSON

3. Product offer

Business

Project

Name

Slug

4-7. ICP, personas, pain points, outreach rules, and execution tier

Business

Project

Product offer

Name

Slug

Status

Motion type

Primary channel

CTA

Autonomy mode

Sales goal

Desired conversion event

Auto-send enabled Auto-follow-up enabled Auto-meeting scheduling enabled Auto-pipeline updates enabled

Send mode

Execution tier

Daily send limit

Hourly send limit

Account/domain limit

Actions per loop tick

Prospecting batch size

Execution limits JSON

Channel execution policy JSON

Human takeover triggers

ICP JSON

Buyer personas JSON

{
  "id": "b2f83c65-8d9f-46af-8845-2cafc2f971e0",
  "businessId": "93c6775e-bc58-4cf2-97b9-016c9be6bb97",
  "projectId": "0b863353-be0a-45c5-a288-569f46119d1b",
  "productOfferId": "8efca5b2-67fd-4645-9a88-3ee5853b00ae",
  "salesMotionId": "462d0cae-a067-40d7-9a20-12c11c06227f",
  "status": "active",
  "metadata": {},
  "createdAt": "2026-05-25T05:53:42.822684+00:00",
  "updatedAt": "2026-05-25T05:53:42.417+00:00",
  "targetRoles": [
    "VP Operations",
    "Director Field Operations",
    "Telecom Deployment Director",
    "Construction Operations Director",
    "Supply Chain Director",
    "Program Manager"
  ],
  "decisionRoles": [
    "economic buyer",
    "operations evaluator",
    "technical influencer"
  ],
  "seniorityLevels": [
    "manager",
    "director",
    "vp",
    "executive",
    "owner"
  ],
  "departments": [
    "operations",
    "construction",
    "supply chain",
    "field operations"
  ],
  "responsibilities": [
    "crew productivity",
    "site readiness",
    "material availability",
    "deployment auditability"
  ],
  "likelyObjections": [
    "We already have a process",
    "Pilots take too much time",
    "Our crews will not adopt another tool",
    "Who owns the containers and delivery?"
  ],
  "buyingTriggers": [
    "missed materials",
    "deployment delays",
    "truck roll pressure",
    "audit or documentation issues"
  ]
}

Pain points JSON

{
  "id": "969e540e-8f01-497d-b8cc-0346f5ac46b0",
  "businessId": "93c6775e-bc58-4cf2-97b9-016c9be6bb97",
  "projectId": "0b863353-be0a-45c5-a288-569f46119d1b",
  "productOfferId": "8efca5b2-67fd-4645-9a88-3ee5853b00ae",
  "salesMotionId": "462d0cae-a067-40d7-9a20-12c11c06227f",
  "status": "active",
  "metadata": {},
  "createdAt": "2026-05-25T05:53:43.043857+00:00",
  "updatedAt": "2026-05-25T05:53:42.417+00:00",
  "operationalPains": [
    "warehouse dependency",
    "crew idle time",
    "missing materials",
    "truck rolls",
    "site readiness failures",
    "lack of auditability",
    "uncontrolled access",
    "RMA chaos"
  ],
  "financialPains": [
    "avoidable truck rolls",
    "crew idle time",
    "rework",
    "delayed closeouts"
  ],
  "workflowPains": [
    "warehouse, delivery, and installation depending on each other in real time",
    "manual logistics coordination"
  ],
  "urgencySignals": [
    "large rollout",
    "deployment delays",
    "new market expansion"
  ],
  "inefficiencySignals": [],
  "riskSignals": [
    "material loss",
    "uncontrolled access",
    "audit gaps"
  ],
  "disqualificationSignals": []
}

Qualification rules JSON

{
  "id": "909b20e1-0b6a-4c23-b657-32691ca1d5c4",
  "businessId": "93c6775e-bc58-4cf2-97b9-016c9be6bb97",
  "projectId": "0b863353-be0a-45c5-a288-569f46119d1b",
  "productOfferId": "8efca5b2-67fd-4645-9a88-3ee5853b00ae",
  "salesMotionId": "462d0cae-a067-40d7-9a20-12c11c06227f",
  "status": "active",
  "metadata": {},
  "createdAt": "2026-05-25T05:53:43.227628+00:00",
  "updatedAt": "2026-05-25T05:53:42.417+00:00",
  "companyFitCriteria": [
    "telecom or infrastructure field operations",
    "visible deployment/construction work"
  ],
  "contactFitCriteria": [
    "operations, construction, supply chain, or executive role"
  ],
  "minimumScoreToCreateOutreach": 70,
  "minimumScoreToCreateMeetingRequest": 70,
  "manualReviewTriggers": [
    "low confidence contact role",
    "uncertain company fit",
    "savings claim requested"
  ],
  "rejectionRules": [
    "consumer-only telecom",
    "irrelevant industry"
  ],
  "confidenceThresholds": {
    "createDraft": 0.7,
    "humanReview": 1
  }
}

Outreach rules JSON

{
  "id": "3c87473a-9bbe-490e-8202-d85ba635782e",
  "businessId": "93c6775e-bc58-4cf2-97b9-016c9be6bb97",
  "projectId": "0b863353-be0a-45c5-a288-569f46119d1b",
  "productOfferId": "8efca5b2-67fd-4645-9a88-3ee5853b00ae",
  "salesMotionId": "462d0cae-a067-40d7-9a20-12c11c06227f",
  "status": "active",
  "metadata": {},
  "createdAt": "2026-05-25T05:53:43.408106+00:00",
  "updatedAt": "2026-05-25T05:53:42.417+00:00",
  "allowedChannels": [
    "email",
    "linkedin_research",
    "website_research"
  ],
  "messageTone": "plainspoken, concise, operational",
  "messageLength": {
    "emailMaxWords": 140,
    "linkedinMaxWords": 80
  },
  "ctaOptions": [
    "Review a SiteVault live pilot",
    "Compare notes on staged site readiness"
  ],
  "forbiddenClaims": [
    "guaranteed savings",
    "shared access-code workflow for standard users",
    "always-on video requirement"
  ],
  "personalizationRequirements": [
    "use only sourced company/contact context",
    "frame the container as execution unit, not the product"
  ],
  "followUpCadence": {
    "enabled": false,
    "requiresHumanReview": true
  },
  "domainLimits": {
    "maxDraftsPerDomainPerDay": 2
  },
  "dailyLimits": {
    "emailDrafts": 20,
    "outreachDrafts": 20,
    "contactsDiscovered": 75,
    "companiesDiscovered": 50,
    "maxContactsPerCompany": 2
  },
  "approvalRequired": true,
  "autoSendEnabled": false
}