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.
Outreach drafts
Review generated outreach. Approving here only marks the draft approved; it does not send anything.
Controlled-send readiness
Gmail draft creation and live sending stay blocked until Gmail is connected, sender settings are healthy, the recipient is explicitly allowlisted, suppression is clear, and a human approves the draft.
Defaulting to SiteVault when no project ID is supplied.
Pilot recipient allowlists are managed in Settings / Credentials / Sender-domain settings.
Outbound lifecycle queue
Approval status is the human gate. Lifecycle state tracks the operational path from generated draft to Gmail draft, live send, reply, follow-up, or close.
Site readiness before the crew arrives
View detailsOutbound lifecycleapproved
Next action: Resolve blockers before the next outbound action.
Blocked before controlled sendblocked
OKGmail
connected
OKSender
configured
!Allowlist
not allowlisted (2 configured)
OKRoute
gmail_draft
OKRecipient verified
operator_provided
!Suppression
duplicate_recent_message
OKHuman approval
approved
!Delivery monitor
disabled
blockedBlocker
Recipient is not on the pilot allowlist. Add it in Settings / Credentials / Sender-domain settings before creating a Gmail draft.
blockedBlocker
Suppression is not clear: duplicate_recent_message.
Hi John Vento, I’m reaching out because MasTec Communications Group appears to run telecom field work where crew time, material readiness, and site access control are operationally expensive to coordinate. SiteVault st...
Send one now is visible but blocked until the readiness items above are resolved.
Site readiness before the crew arrives
View detailsOutbound lifecycleapproved
Next action: Resolve blockers before the next outbound action.
Blocked before controlled sendblocked
OKGmail
connected
OKSender
configured
!Allowlist
not allowlisted (2 configured)
OKRoute
gmail_draft
OKRecipient verified
operator_provided
!Suppression
duplicate_recent_message
OKHuman approval
approved
!Delivery monitor
disabled
blockedBlocker
Recipient is not on the pilot allowlist. Add it in Settings / Credentials / Sender-domain settings before creating a Gmail draft.
blockedBlocker
Suppression is not clear: duplicate_recent_message.
Hi Jesus Lebena, I’m reaching out because MasTec Communications Group appears to run telecom field work where crew time, material readiness, and site access control are operationally expensive to coordinate. SiteVault ...
Send one now is visible but blocked until the readiness items above are resolved.