blockedOnboarding readiness
Create the business profile.
Continue SiteVault setup.
TODO: Replace internal secret controls with real admin authentication before exposing this area beyond local/internal operators.
blockedOperator continuity
Continue SiteVault setup.
Runtimewarning
Companies0
Contacts0
Drafts0
Gmail0
Allowlist0
Blocked sends0
blockedProduct readiness
Product offer is missing.
Confirm SiteVault positioning and ICP.
blockedCredential readiness
Google OAuth app credentials are missing; Gmail OAuth cannot start without client ID, secret, and redirect URI.
Open Settings > Credentials.
blockedGmail readiness
Google OAuth app is missing. Fix: /admin/settings/credentials
Open Gmail onboarding and verify connected sender identity.
SiteVault operator setup
Launch the first real pilot through guided UI steps: business, project, offer, ICP, personas, outreach rules, knowledge, Gmail, prospecting, drafts, and controlled send.
Current step
Business
Create or select Lilars.
Execution tier
Pilot: approval-required, allowlisted live outbound, low velocity, suppression-aware, emergency-stop compatible.
Next action
blockedOperator continuity
Continue SiteVault setup.
Runtimewarning
Companies0
Contacts0
Drafts0
Gmail0
Allowlist0
Blocked sends0
blockedOnboarding readiness
Create the business profile.
Continue SiteVault setup.
blockedProduct readiness
Product offer is missing.
Confirm SiteVault positioning and ICP.
blockedCredential readiness
Google OAuth app credentials are missing; Gmail OAuth cannot start without client ID, secret, and redirect URI.
Open Settings > Credentials.
blockedGmail readiness
Google OAuth app is missing. Fix: /admin/settings/credentials
Open Gmail onboarding and verify connected sender identity.
blockedSending readiness
Gmail must be connected. Fix: /admin/channels/gmail
Review drafts, confirm allowlisted recipients, then approve one pilot send.
blockedProspecting readiness
Sales motion is required before prospecting.
Run the SiteVault prospecting workflow.
unknownRuntime readiness
Runtime warning; 0 active task(s).
Monitor tasks, runtime graph, and ops health.
unknownReputation 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
Create or select Lilars.
2Project
Create or select SiteVault.
3Product offer
Configure the SiteVault pilot offer.
4Sales motion
Set ICP, personas, rules, and pilot tier.
5Knowledge
Add positioning, objections, and pilot notes.
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.
BusinessNot created
ProjectNot created
OfferNot created
Sales motionNot created
1. Business
2. Project
3. Product offer
4-7. ICP, personas, pain points, outreach rules, and execution tier
8. Knowledge base
9-11. Credentials, Gmail, and sender/domain
OKAI provider credentials
Configured
!Google OAuth/Gmail credentialsOpen credential setup
!Sender/domain setupOpen credential setup
Operators can enter tenant-scoped credentials here; editing .env.production is no longer required for customer onboarding.