@sellable/mcp 0.1.143 → 0.1.145

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (34) hide show
  1. package/README.md +19 -6
  2. package/agents/post-find-leads-message-scout.md +44 -0
  3. package/agents/registry.json +2 -2
  4. package/agents/source-scout-linkedin-engagement.md +4 -3
  5. package/agents/source-scout-prospeo-contact.md +1 -1
  6. package/agents/source-scout-sales-nav.md +3 -2
  7. package/dist/index-dev.js +0 -0
  8. package/dist/index.js +0 -0
  9. package/dist/tools/leads.js +168 -14
  10. package/dist/tools/processing.d.ts +1 -0
  11. package/dist/tools/prompts.js +3 -3
  12. package/dist/tools/rubrics.js +14 -9
  13. package/package.json +1 -1
  14. package/skills/create-campaign/SKILL.md +55 -34
  15. package/skills/create-campaign-v2/SKILL.md +59 -9
  16. package/skills/create-campaign-v2/SOUL.md +20 -12
  17. package/skills/create-campaign-v2/core/auto-execute.README.md +4 -4
  18. package/skills/create-campaign-v2/core/auto-execute.yaml +4 -4
  19. package/skills/create-campaign-v2/core/flow.v2.json +55 -19
  20. package/skills/create-campaign-v2/references/approval-gate-framing.md +1 -1
  21. package/skills/create-campaign-v2/references/filter-leads.md +42 -0
  22. package/skills/create-campaign-v2/references/final-handoff-contract.md +5 -5
  23. package/skills/create-campaign-v2/references/message-review-safety-gate.md +88 -13
  24. package/skills/create-campaign-v2/references/sample-validation-loop.md +18 -15
  25. package/skills/create-campaign-v2/references/step-13-import-leads.md +9 -6
  26. package/skills/create-campaign-v2/references/step-15-re-cascade.md +2 -3
  27. package/skills/create-campaign-v2/references/watch-guide-narration.md +39 -24
  28. package/skills/create-campaign-v2/references/watch-link-handoff.md +1 -1
  29. package/skills/create-campaign-v2-tail/SKILL.md +26 -13
  30. package/skills/load-voice/SKILL.md +129 -0
  31. package/skills/providers/prospeo.md +2 -1
  32. package/skills/providers/sales-nav.md +4 -2
  33. package/skills/providers/signal-discovery.md +12 -10
  34. package/skills/research/config.json +9 -0
@@ -33,8 +33,8 @@ order (all before waiting for the user):
33
33
  `get_campaign_navigation_state` when available so the watch link visibly
34
34
  lands on Settings before sender setup.
35
35
  4. Explain sender setup and Slack in normal customer language: Sellable needs a
36
- connected LinkedIn sender before anything can send, and Slack reply review
37
- matters because replies and approvals need a channel the team will monitor.
36
+ connected LinkedIn sender for launch, and Slack reply review matters because
37
+ replies and approvals need a channel the team will monitor.
38
38
  5. If no connected sender exists, surface the campaign Settings link
39
39
  `/campaign-builder/{campaignId}/settings?mode=claude`, tell the user to
40
40
  connect a sender there, and STOP. Do not attach sequence and do not start.
@@ -70,7 +70,7 @@ The final handoff must answer five customer questions in plain language:
70
70
  - why the selected LinkedIn sender and Slack reply review matter before launch
71
71
  - what clicking Start does (approves/starts the campaign send path)
72
72
  - how to revise (reply with what to change, or use the campaign UI)
73
- - whether anything has started yet (nothing sends until the user starts)
73
+ - current launch status and what the final Start action does
74
74
 
75
75
  When `lead-source-intake.json` exists, also answer:
76
76
 
@@ -84,8 +84,8 @@ When `lead-source-intake.json` exists, also answer:
84
84
 
85
85
  Use the exact state name `awaiting-user-greenlight` so logs and UX artifacts
86
86
  can verify the state-machine stop point, but explain it in normal words: the
87
- campaign is built, sender/sequence setup is being completed, and nothing sends
88
- until the user's final start decision. The watched UI may advance through
87
+ campaign is built, sender/sequence setup is being completed, and the final
88
+ start decision is still ahead. The watched UI may advance through
89
89
  Settings, Sequence, and Send while this state-machine step remains the final
90
90
  handoff.
91
91
 
@@ -91,19 +91,94 @@ but the [topic] thread felt close enough to send`. Otherwise omit the
91
91
 
92
92
  ## Customer-Facing Message Review
93
93
 
94
- Render this in chat before asking:
95
-
96
- - `Status: message-review`
97
- - `Subject:`
98
- - `Message:` with the tokenized template or approved AI-native message
99
- - `Rendered examples:`
100
- - `Good token fill:`
101
- - `Good omit:`
102
- - `Token notes:`
103
- - `My take:`
104
- - `Suggested adjustment:`
105
- - `Question: approve-message or revise-messaging?`
106
- - `Recommendation: approve-message` or `Recommendation: revise-messaging`
94
+ Render this in chat before asking. Use Markdown structure so the approval target
95
+ is visually scannable:
96
+
97
+ ````markdown
98
+ Status: message-review
99
+
100
+ ## Message Template
101
+
102
+ **Subject**
103
+
104
+ ```text
105
+ {{tokenized_subject}}
106
+ ```
107
+
108
+ **Body**
109
+
110
+ ```text
111
+ {{tokenized_message_body}}
112
+ ```
113
+
114
+ ## Rendered Examples
115
+
116
+ ### Good token fill
117
+
118
+ Use when the row has a clean, supported fill.
119
+
120
+ ```text
121
+ Subject: ...
122
+
123
+ Hey First,
124
+
125
+ ...
126
+ ```
127
+
128
+ ### Good omit / fallback
129
+
130
+ Use when a row signal or company context is missing, weak, or awkward.
131
+
132
+ ```text
133
+ Subject: ...
134
+
135
+ Hey First,
136
+
137
+ ...
138
+ ```
139
+
140
+ ### Bad fill to avoid
141
+
142
+ ```text
143
+ Subject: ...
144
+
145
+ Hey First,
146
+
147
+ ...
148
+ ```
149
+
150
+ **Why this is wrong:** one sentence naming the exact token-fill failure.
151
+
152
+ ## Token Notes
153
+
154
+ | Token | Use when | Fallback |
155
+ | ---------------- | ------------------------ | -------- |
156
+ | `{{first_name}}` | Clean first name exists. | `there` |
157
+
158
+ ## Recommendation
159
+
160
+ **My take:** ...
161
+
162
+ **Suggested adjustment:** ...
163
+
164
+ **Question:** approve-message or revise-messaging?
165
+
166
+ **Recommendation:** approve-message
167
+ ````
168
+
169
+ Formatting requirements:
170
+
171
+ - Put the tokenized template and every rendered example in fenced `text` blocks
172
+ so chat gives them a distinct background.
173
+ - `Good token fill` and `Good omit / fallback` must each contain a complete
174
+ rendered subject + body, not a bullet list of token names or a single
175
+ bridge-line fragment.
176
+ - Include `Bad fill to avoid` when the row sample has a tempting but unsafe
177
+ source-mechanics or raw-headline fill; otherwise include `Bad fill to avoid:
178
+ none found`.
179
+ - Use a token notes table, not paragraph-only token notes.
180
+ - Keep reasoning outside the code blocks so the blocks are easy to inspect and
181
+ approve.
107
182
 
108
183
  `My take` and `Suggested adjustment` must be specific. The adjustment can be
109
184
  "approve as-is, or revise once to X if you want Y"; it must not be empty.
@@ -6,7 +6,7 @@ on every revision round.
6
6
 
7
7
  ## Principle
8
8
 
9
- We spend a bounded review batch (default 15 rows) to prove fit before the
9
+ We spend a bounded review batch (default 25 rows) to prove fit before the
10
10
  user spends credits on hundreds more leads. The sample loop has one job:
11
11
  answer the question "do we have enough real passing examples for the user to
12
12
  judge this campaign?" Message generation starts earlier: the first row that
@@ -20,8 +20,10 @@ auto-revise leads.
20
20
 
21
21
  ## Inputs
22
22
 
23
- - `CampaignOffer.currentStep === "validate-sample"` (set at end of Step 13)
24
- - Imported review batch from Step 13 (size: `importLimit`, default 15)
23
+ - `CampaignOffer.currentStep === "apply-icp-rubric"` (the watched app is
24
+ already on Filter Leads after `save_rubrics`; `validate-sample` is the
25
+ logical loop name, not a visible route)
26
+ - Imported review batch from Step 13 (size: `importLimit`, default 25)
25
27
  - Config from `auto-execute.yaml`: `sample.sampleSize`,
26
28
  `sample.minProjectedPass`, `sample.maxRevisionRounds`
27
29
  - Persisted counter `revisionRound` (starts at 0 on first entry; persists
@@ -48,12 +50,13 @@ auto-revise leads.
48
50
  the enrichment batch ids; NOT by calling wait_for_rubric_results
49
51
  before rubric was scheduled)
50
52
 
51
- 5. check_rubric(sample)
53
+ 5. do not call `check_rubric`; the product cascade runs enrichment and rubric
54
+ scoring from the queued Enrich Prospect cells
52
55
 
53
56
  6. wait_for_rubric_results(sample, targetCount = <cohortSize>, minPassedCount = 1)
54
57
  - cohortSize = stats.totalRows of the enrichment batch, or the
55
58
  imported batch count
56
- - default targetCount=15 matches the default review batch, but pass the
59
+ - default targetCount=25 matches the default review batch, but pass the
57
60
  explicit batch count anyway so future larger expansion batches do not
58
61
  accidentally stop early
59
62
  (see §Known Tool Behaviors #3)
@@ -169,8 +172,8 @@ company, enrichCellId, enrichStatus) over the default shape.
169
172
 
170
173
  ### 5. `wait_for_rubric_results` can timeout with enough signal to decide
171
174
 
172
- Observed: a 15-row review batch may return `ready=false`, `reason="timeout"`,
173
- and partial stats such as 13/15 scored, 2 passing, 2 messages generated. That is
175
+ Observed: a 25-row review batch may return `ready=false`, `reason="timeout"`,
176
+ and partial stats such as 20/25 scored, 4 passing, 4 messages generated. That is
174
177
  enough to diagnose an underperforming sample. Waiting again without active
175
178
  processing makes the experience feel frozen.
176
179
 
@@ -187,16 +190,16 @@ once only if active processing is still visible.
187
190
  projectedPass = round(passInSample / sampleSize * importLimit)
188
191
  ```
189
192
 
190
- Worked examples with defaults (sampleSize=15, importLimit=15):
193
+ Worked examples with defaults (sampleSize=25, importLimit=25):
191
194
 
192
- | passInSample | projectedPass | Handoff? (minProjectedPass=3) |
195
+ | passInSample | projectedPass | Handoff? (minProjectedPass=5) |
193
196
  | ------------ | ------------- | ----------------------------- |
194
197
  | 0 | 0 | No — escalate or revise |
195
- | 2 | 2 | No — escalate or revise |
196
- | 3 | 3 | Yes — exactly at floor |
197
- | 4 | 4 | Yes |
198
+ | 3 | 3 | No — escalate or revise |
199
+ | 5 | 5 | Yes — exactly at floor |
200
+ | 8 | 8 | Yes |
198
201
  | 10 | 10 | Yes |
199
- | 15 | 15 | Yes |
202
+ | 25 | 25 | Yes |
200
203
 
201
204
  When non-default importLimit/sampleSize are configured, the math scales
202
205
  the same way. In the default review-batch mode, the sample size equals the
@@ -260,8 +263,8 @@ rate is zero with no pattern that brief editing could fix.
260
263
 
261
264
  Signal examples:
262
265
 
263
- - 15/15 rows are wrong function / wrong seniority / wrong geo.
264
- - 12/15 rows enrich to empty strings for the tokens the brief needs.
266
+ - 25/25 rows are wrong function / wrong seniority / wrong geo.
267
+ - 20/25 rows enrich to empty strings for the tokens the brief needs.
265
268
  - Rubric passes 0 rows and the failure reasons are all "not ICP."
266
269
  - **Marketplace supply-side contamination:** >20% of sample rows match
267
270
  the brief §14 forbidden side (e.g. Skillsync sample contains
@@ -55,7 +55,7 @@ Supported branches:
55
55
  `import_leads({ campaignOfferId })` for Signal Discovery unless selected posts
56
56
  already exist on the campaign. Provider import materializes the source lead
57
57
  list from the approved source-capacity plan; it is not the same target as the
58
- 15-row campaign review batch.
58
+ default 25-row campaign review batch.
59
59
  - **Supplied LinkedIn profile CSV** — confirm `load_csv_linkedin_leads` only
60
60
  after rubrics and the approved message set are ready. Batch/materialize the
61
61
  uploaded CSV into a Sellable lead-list table. Persist the returned
@@ -106,9 +106,9 @@ fills the source lead list; it does **not** clone rows into the campaign table:
106
106
  ```text
107
107
  import_leads({
108
108
  campaignOfferId,
109
- targetLeadCount: <sourceTargetGoodFitLeads; default 300>,
109
+ targetLeadCount: <sourceCandidateTarget; provider default>,
110
110
  // Signal Discovery only:
111
- targetEngagerCount: <ceil(sourceTargetGoodFitLeads / sampledFitRateAfterCleanup)>,
111
+ targetEngagerCount: <ceil(targetGoodFitLeads / sampledFitRateAfterCleanup)>,
112
112
  maxPostsToScrape: <postsNeeded from approved math>
113
113
  })
114
114
  ```
@@ -120,9 +120,12 @@ so dedup ratios are visible.
120
120
 
121
121
  For Signal Discovery, do not scrape every currently selected/promoted sample
122
122
  post by default. Before `import_leads`, reconcile selected posts with the
123
- approved source math. If the math says 20 good fits per 100 engagers and the
124
- source target is 300 good-fit leads, pass `targetEngagerCount` around 1,500 and
125
- only enough posts to reach that engager count. The subsequent
123
+ approved source math. The default good-fit target is 150 and the conservative
124
+ fallback fit rate is 15%, so the default source-candidate plan is about 1,000
125
+ raw engagers. If the sampled fit rate is stronger or weaker, use the sampled
126
+ rate with a conservative cleanup factor, cap the source candidates at the
127
+ approved provider limit, and select only enough posts to reach that engager
128
+ count. The subsequent
126
129
  `confirm_lead_list` call still uses `targetLeadCount: <importLimit>` so only the
127
130
  bounded review batch enters the campaign table.
128
131
 
@@ -2,8 +2,7 @@
2
2
 
3
3
  This reference governs Step 15 (`auto-execute-messaging`) re-cascade
4
4
  behavior when Step 14's validate-sample loop graduates additional rows
5
- from pending → passed after the first `generate_messages` call has
6
- already run.
5
+ from pending → passed after the first Generate Message cells have already run.
7
6
 
8
7
  Load whenever Step 15 is about to transition to
9
8
  `awaiting-user-greenlight`, and on every resume into Step 15.
@@ -25,7 +24,7 @@ Re-cascade runs whenever ALL of the following are true:
25
24
 
26
25
  1. Step 15 has already observed the initial review-batch message cascade.
27
26
  2. A subsequent check of rubric state shows rows that were pending at
28
- first generate_messages time are now passed.
27
+ first message-generation pass are now passed.
29
28
  3. Those newly-passed rows do NOT yet have generated messages
30
29
  (`messagesCount` flat relative to pre-cascade).
31
30
  4. Step 15 has NOT yet transitioned to `awaiting-user-greenlight`.
@@ -14,14 +14,14 @@ Building campaign with {Claude Code or Codex} [Exit watch mode]
14
14
  {visibleState} {agentIntent}
15
15
 
16
16
  Next: {nextAction}
17
- {safety?}
18
17
  ```
19
18
 
20
19
  UI owns the header, driver label, button, progress bar, step count, and static
21
20
  stage labels. The driver label comes from the watch URL mode (`mode=claude` or
22
21
  `mode=codex`), so do not add separate guide args for it. You own `stage`,
23
22
  `headline`, `visibleState`, `agentIntent`, and any exceptional `nextAction`,
24
- `safety`, `workerStatuses`, or `blockedReason`.
23
+ `workerStatuses`, `blockedReason`, or concise `safety` note for blocked/recovery
24
+ states.
25
25
 
26
26
  ## Copy Rules
27
27
 
@@ -40,6 +40,11 @@ stage labels. The driver label comes from the watch URL mode (`mode=claude` or
40
40
  sample you are checking, and why that helps this campaign.
41
41
  - At filter choice, do not say filtering the batch before rubrics and message approval are saved.
42
42
  - Avoid internal terms: MCP, tool, currentStep, workflow table, scout, debug.
43
+ - Treat `safety` as optional internal context, not a visible disclaimer.
44
+ - Do not repeat long negative lists like "no leads import, no enrichment, no
45
+ messages, no sequence, no sending" in routine watch copy. Prefer one concise
46
+ gate phrase only when it matters: "Approval covers scouting/search only" or
47
+ "Next gate: selected-post scrape."
43
48
  - Do not invent time estimates.
44
49
 
45
50
  ## Stages
@@ -86,8 +91,7 @@ Default source funnel:
86
91
  "headline": "Choosing the lead source",
87
92
  "visibleState": "The browser is on Pick Provider while Codex explains the source path before opening a provider lane.",
88
93
  "agentIntent": "Codex will start with people engaging with relevant LinkedIn posts when that looks plausible, then switch to Sales Nav to find ICP people actively posting on LinkedIn, then search by titles, and use Prospeo for a broader account/contact path. Sales Nav with recent activity remains the first LinkedIn fallback.",
89
- "nextAction": "Review source",
90
- "safety": "No leads import until you approve the source."
94
+ "nextAction": "Review source"
91
95
  }
92
96
  ```
93
97
 
@@ -99,8 +103,7 @@ Signal Discovery viability handoff:
99
103
  "headline": "Checking Signal Discovery viability",
100
104
  "visibleState": "The browser is moving from Pick Provider into Signal Discovery so the exact posts and sample math are visible.",
101
105
  "agentIntent": "Codex is testing whether relevant posts have enough ICP-looking engagers before recommending this as the source.",
102
- "nextAction": "Review source math",
103
- "safety": "No leads import until you approve the source."
106
+ "nextAction": "Review source math"
104
107
  }
105
108
  ```
106
109
 
@@ -112,8 +115,7 @@ Source direction override:
112
115
  "headline": "Testing the requested source",
113
116
  "visibleState": "The campaign asked for hiring and account signals, so Codex is starting with Prospeo instead of the default LinkedIn engagement path.",
114
117
  "agentIntent": "It is checking whether this source has enough reachable ICP-looking people before importing a review batch.",
115
- "nextAction": "Review source",
116
- "safety": "No leads import until you approve the source."
118
+ "nextAction": "Review source"
117
119
  }
118
120
  ```
119
121
 
@@ -125,8 +127,7 @@ Source fallback:
125
127
  "headline": "Switching source lanes",
126
128
  "visibleState": "The Signal Discovery sample did not show enough ICP-looking engagers for a confident first batch.",
127
129
  "agentIntent": "Codex is trying Sales Nav with recent activity so the source can still preserve some buyer activity context.",
128
- "nextAction": "Review source",
129
- "safety": "No leads import until you approve the source."
130
+ "nextAction": "Review source"
130
131
  }
131
132
  ```
132
133
 
@@ -149,9 +150,8 @@ Source recommendation ready:
149
150
  "stage": "find-leads",
150
151
  "headline": "Review the source in Codex",
151
152
  "visibleState": "The browser is showing the evaluated Signal Discovery source with counts and sample quality.",
152
- "agentIntent": "Approve LinkedIn Engagement or ask for a source change in chat before any leads import.",
153
- "nextAction": "Approve in Codex",
154
- "safety": "No leads import until you approve the source."
153
+ "agentIntent": "Approve LinkedIn Engagement or ask for a source change in chat.",
154
+ "nextAction": "Approve in Codex"
155
155
  }
156
156
  ```
157
157
 
@@ -178,10 +178,9 @@ Source approved and import starting:
178
178
  {
179
179
  "stage": "review-batch",
180
180
  "headline": "Importing the review batch",
181
- "visibleState": "The browser is still showing the approved LinkedIn Engagement source leads.",
182
- "agentIntent": "Codex is importing only the bounded 15-row review batch into the campaign now.",
183
- "nextAction": "Review batch ready",
184
- "safety": "This is still a review step; nothing launches or sends."
181
+ "visibleState": "The browser is still showing the approved LinkedIn Engagement source candidates.",
182
+ "agentIntent": "Codex is importing only the bounded review batch into the campaign now.",
183
+ "nextAction": "Review batch ready"
185
184
  }
186
185
  ```
187
186
 
@@ -199,10 +198,9 @@ After review batch import:
199
198
  "visibleState": "The first review batch is in the campaign. The visible sample looks mixed enough that filters should be added before message review.",
200
199
  "agentIntent": "Codex is asking whether you want to further filter these leads before message review. Skip filters only if the visible rows already look clean.",
201
200
  "nextAction": "Choose filters or skip",
202
- "safety": "Nothing enriches, validates, or sends until the message is ready and approved.",
203
201
  "workerStatuses": {
204
202
  "leadFitBuilder": "idle",
205
- "messageDraftBuilder": "idle"
203
+ "messageDraftBuilder": "running"
206
204
  }
207
205
  }
208
206
  ```
@@ -211,7 +209,8 @@ Use this after the selected review rows are present and before filters are
211
209
  saved. This is add-filters intent, not active filtering. Recommend adding
212
210
  filters when the sample is mixed/noisy, tell the user to Choose filters or skip,
213
211
  and do not say filtering the batch before rubrics and message approval are
214
- saved. Only show worker statuses as running if those branches actually started.
212
+ saved. The Message Draft Builder should start immediately after the bounded
213
+ review batch exists; mark it running only when that branch actually started.
215
214
  When the user chooses filters, immediately persist `enableICPFilters: true` and
216
215
  move to `create-icp-rubric` so the watched app shows Filter Rules while Codex
217
216
  defines the rules in chat. After `save_rubrics`, move to `apply-icp-rubric`
@@ -242,11 +241,28 @@ Review ready:
242
241
  "headline": "Review the message template",
243
242
  "visibleState": "The browser remains on Filter Leads while the message template is reviewed in chat.",
244
243
  "agentIntent": "Codex is waiting for approval before saving the template to the campaign brief and queueing enrichment/filtering.",
245
- "nextAction": "Approve or revise the template",
246
- "safety": "Codex will only continue after you approve."
244
+ "nextAction": "Approve or revise the template"
247
245
  }
248
246
  ```
249
247
 
248
+ Template approved, bounded filter test running:
249
+
250
+ ```json
251
+ {
252
+ "stage": "fit-message",
253
+ "headline": "Template saved",
254
+ "visibleState": "The browser stays on Filter Leads while the bounded enrichment and filter test runs.",
255
+ "agentIntent": "Codex saved the approved message template, queued the review-batch Enrich Prospect cells, and is waiting for at least one row to pass before moving to Messages.",
256
+ "nextAction": "Move to Messages after a passing row"
257
+ }
258
+ ```
259
+
260
+ Do not move to Messages immediately after `approve-message`. The visible route
261
+ is already Filter Leads after `save_rubrics`; approving the message only unlocks
262
+ the bounded cascade from that screen. Move to Messages only once at least one
263
+ review-batch row passes and Generate Message cells are ready/running for the
264
+ passing rows.
265
+
250
266
  Messages waiting for template:
251
267
 
252
268
  ```json
@@ -255,8 +271,7 @@ Messages waiting for template:
255
271
  "headline": "Waiting for the template",
256
272
  "visibleState": "The fit rules are saved and the message template is still being prepared.",
257
273
  "agentIntent": "Codex is waiting until the template can be reviewed.",
258
- "nextAction": "Review template",
259
- "safety": "No enrichment, filtering, or Generate Message cells run until the template is approved."
274
+ "nextAction": "Review template"
260
275
  }
261
276
  ```
262
277
 
@@ -36,7 +36,7 @@ Example skeleton:
36
36
  I created the campaign shell with the brief already in it.
37
37
  You can watch the lead source, filters, and messages fill in from here.
38
38
 
39
- No leads import and nothing sends yet.
39
+ I’ll pause at the next approval gate before sourcing.
40
40
 
41
41
  Watch link: [Open campaign]({watchUrl})
42
42
 
@@ -36,10 +36,13 @@ Step 13 — import/confirm review batch only
36
36
  update_campaign(currentStep=filter-choice)
37
37
 
38
38
  Post-import main thread
39
- launch Lead Fit Builder + Message Draft Builder after workflowTableId exists
39
+ launch Message Draft Builder immediately after workflowTableId + review rows exist
40
+ launch Lead Fit Builder only after user chooses filters
40
41
  save_rubrics({ campaignOfferId, leadScoringRubrics }) after the campaign table exists
41
- show readable filters + one concrete sample message
42
- after approval, update_campaign_brief writes `## Approved Message Template` with `{{...}}` tokens
42
+ keep the watched app on Filter Leads after rubrics are saved
43
+ while on Filter Leads, show the message template recommendation from the background Message Draft Builder
44
+ after approve-message, update_campaign_brief writes `## Approved Message Template` with `{{...}}` tokens
45
+ only then start the bounded review-batch cascade
43
46
 
44
47
  Step 14 — kick bounded cascade + observe sample
45
48
  queue_cells(cellIds=<review-batch Enrich Prospect cells only>) <-- starts bounded chain
@@ -58,7 +61,9 @@ Step 15 — observe messaging
58
61
  get_rows_minimal # confirm passing rows have completed Generate Message cells
59
62
  (rare) queue_cells on any pending Generate Message cells
60
63
  token-contract spot check via get_rows
61
- update_campaign(currentStep=awaiting-user-greenlight)
64
+ update_campaign(currentStep=auto-execute-messaging) with review-ready narration
65
+ ask the user to approve generated review-batch messages before Settings
66
+ only after approval: update_campaign(currentStep=awaiting-user-greenlight)
62
67
  (generate_messages is NOT an MCP tool; messages come from the cascade)
63
68
 
64
69
  Step 16 — awaiting-user-greenlight
@@ -144,7 +149,9 @@ what changed and orient the user to what the watch link will show next —
144
149
  reuse the v1 `create-campaign` watch-mode pattern verbatim.
145
150
 
146
151
  Resume currentStep names covered by this tail: `"auto-execute-leads"`,
147
- `"validate-sample"`, `"auto-execute-messaging"`,
152
+ `"apply-icp-rubric"` (the visible Filter Leads home for the logical
153
+ `validate-sample` loop), `"validate-sample"` (legacy resumes only),
154
+ `"auto-execute-messaging"`,
148
155
  `"awaiting-user-greenlight"`, `"settings"`, `"sequence"`, `"send"`, and
149
156
  `"running"`. New mint-early runs normally
150
157
  enter Step 13 from `"confirm-lead-list"`; the `"auto-execute-leads"` string is
@@ -273,10 +280,12 @@ caller or start the workflow-table cascade too early. The cascade starts in
273
280
  Step 14 only after `save_rubrics` and `update_campaign_brief` have both
274
281
  succeeded.
275
282
 
276
- ## Step 14: validate-sample (loop)
283
+ ## Step 14: validate-sample (logical loop on Filter Leads)
277
284
 
278
- Entered on `CampaignOffer.currentStep === "validate-sample"`. Full
279
- decision tree lives in `references/sample-validation-loop.md`.
285
+ Entered after the message template is approved while the watched campaign is
286
+ already on `CampaignOffer.currentStep === "apply-icp-rubric"` / Filter Leads.
287
+ Do not route to a visible `validate-sample` step. Full decision tree lives in
288
+ `references/sample-validation-loop.md`.
280
289
 
281
290
  **Step 14 starts the bounded cascade, then observes it.** Step 13 imported the
282
291
  review batch only. After `save_rubrics` and the approved message template are
@@ -381,8 +390,9 @@ Template`. If it does not, fail before the cascade runs. Do not repair
381
390
  5. If the sample fails the token contract, diagnose brief-vs-list
382
391
  (same revision loop as Step 14) and escalate if over
383
392
  `maxRevisionRounds`.
384
- 6. On success, `update_campaign({ campaignId, currentStep:
385
- "awaiting-user-greenlight" })`.
393
+ 6. On success, keep `currentStep: "auto-execute-messaging"` and ask the user
394
+ to approve the generated review-batch messages. Only that approval may move
395
+ the campaign to Settings / `awaiting-user-greenlight`.
386
396
 
387
397
  **Do NOT hand-write message bodies via `update_cell`.** `update_cell`
388
398
  is reachable for legitimate operator overrides AFTER the tail hands
@@ -428,8 +438,11 @@ strings, which is why Step 16 requires Step 15 to be complete.
428
438
  6. If the sample fails the token contract or critique, diagnose +
429
439
  loop the same way Step 14 does (brief-vs-list), subject to the same
430
440
  `maxRevisionRounds` cap.
431
- 7. On success, `update_campaign({ campaignId, currentStep:
432
- "awaiting-user-greenlight" })` and orient the user.
441
+ 7. On success, keep `currentStep: "auto-execute-messaging"`, show that the
442
+ review-batch messages are ready in Messages, and ask for approval before
443
+ Settings. Only after the user approves those generated messages should
444
+ `update_campaign({ campaignId, currentStep: "awaiting-user-greenlight" })`
445
+ run.
433
446
 
434
447
  Critique failure modes NEVER escalate. A critic timeout, a total
435
448
  timeout, a budget trip, a fake-proof rejection, or an unsupported-
@@ -451,7 +464,7 @@ Shape:
451
464
  `get_campaign_navigation_state` when available to confirm the watch link is
452
465
  visibly on Settings.
453
466
  4. Explain why the sender matters: Sellable needs a connected LinkedIn sender
454
- before anything can send. Explain Slack reply review before launch: replies
467
+ for launch. Explain Slack reply review before launch: replies
455
468
  and approvals need a place the team will actually monitor, so Slack should be
456
469
  connected or intentionally skipped before launch.
457
470
  5. If no connected sender exists, surface a direct Settings link:
@@ -0,0 +1,129 @@
1
+ ---
2
+ name: load-voice
3
+ description: Load Sellable voice/company memory before answering questions, writing posts, applications, replies, or other copy in the user's voice.
4
+ visibility: public
5
+ allowed-tools:
6
+ - Read
7
+ - Glob
8
+ - Grep
9
+ ---
10
+
11
+ # Load Sellable Voice
12
+
13
+ <role>
14
+ You are the Sellable voice loader. Your job is to read the user's durable
15
+ Sellable voice/company memory into the current thread before drafting,
16
+ answering, rewriting, reviewing, or calibrating copy in the user's voice.
17
+
18
+ This is a read-only usage workflow. Do not interview by default, do not write
19
+ memory files, and do not update `.sellable/**` unless the user explicitly asks
20
+ to switch into `$sellable:interview`.
21
+ </role>
22
+
23
+ <default_use_cases>
24
+ Use this workflow when the user asks to:
25
+
26
+ - answer questions on behalf of them
27
+ - write or rewrite a LinkedIn post
28
+ - answer an application, investor, customer, or sales question
29
+ - draft a sales reply, objection response, cold note, or website line
30
+ - review whether copy sounds like them
31
+ - "use my voice", "load my voice", "answer like me", or "write this as me"
32
+ </default_use_cases>
33
+
34
+ <load_order>
35
+ Read only relevant files. Start with the active `.sellable/configs` memory
36
+ layer, not random repo docs.
37
+
38
+ If `.sellable/configs` is not visible from the current working directory, use
39
+ `Glob` to find `**/.sellable/configs/core/my-company.md`, excluding
40
+ `node_modules`, `.next`, `dist`, and `.git`, then use the nearest parent as the
41
+ Sellable memory root.
42
+
43
+ ## Core Voice And Judgment
44
+
45
+ Read these when present:
46
+
47
+ - `.sellable/configs/core/about-me.md`
48
+ - `.sellable/configs/core/anti-ai-writing-style.md`
49
+ - `.sellable/configs/core/decision-rules.md`
50
+ - `.sellable/configs/core/context-modes.md`
51
+
52
+ ## Company Truth And Proof
53
+
54
+ Read these when present:
55
+
56
+ - `.sellable/configs/core/my-company.md`
57
+ - `.sellable/configs/core/answer-bank.md`
58
+ - `.sellable/configs/core/proof-ledger.md`
59
+ - `.sellable/configs/core/story-bank.md`
60
+ - `.sellable/configs/core/wins-ledger.md`
61
+
62
+ ## Writing-Specific Guidance
63
+
64
+ Read these when present and relevant to the task:
65
+
66
+ - `.sellable/configs/writing/styleguide-core.md`
67
+ - `.sellable/configs/writing/comments.md`
68
+
69
+ ## Transcript Or Topic Context
70
+
71
+ Do not bulk-read raw transcripts. If the user asks about a specific topic,
72
+ story, sales call, customer, market view, or correction, first read:
73
+
74
+ - `.sellable/configs/core/transcripts/INDEX.md`
75
+ - the most relevant file under `.sellable/configs/core/transcripts/topics/`
76
+
77
+ Only read raw archives under `.sellable/interviews/**` when the index/topic file
78
+ points to one and the current task needs that source detail.
79
+ </load_order>
80
+
81
+ <operating_rules>
82
+
83
+ - Keep the loader lightweight. The first pass should usually be 6-10 files, not
84
+ every file under `.sellable`.
85
+ - Apply the loaded profile silently after a short confirmation. Do not paste a
86
+ long summary of the memory unless the user asks for one.
87
+ - If the user already gave a concrete writing task, load the memory and then do
88
+ the task. Do not stop at "I loaded the files."
89
+ - If the user only asked to load voice, say what you loaded, name the strongest
90
+ active rules in 3-6 bullets, then ask what they want drafted, answered, or
91
+ reviewed.
92
+ - If exact proof, numbers, customer names, or timelines are not confirmed in
93
+ the loaded memory, preserve that uncertainty. Do not launder uncertain proof
94
+ into clean claims.
95
+ - Use the current `context-modes.md` behavior for the requested surface:
96
+ LinkedIn post, sales reply, website, investor/application answer, outbound, or
97
+ internal strategy.
98
+ - When answering on behalf of the user, write in first person unless the user
99
+ asks otherwise.
100
+ - If a question cannot be answered from memory, make the smallest honest
101
+ assumption or ask one specific follow-up. Do not invent private history,
102
+ metrics, customer facts, or beliefs.
103
+ - If the user says the output is wrong, ask what feels off and accept messy
104
+ dictated notes. Use that correction in the current thread. If they want the
105
+ correction saved durably, route them to `$sellable:interview`.
106
+ </operating_rules>
107
+
108
+ <response_shape>
109
+ After loading memory, use this shape when there is no concrete draft task yet:
110
+
111
+ ```text
112
+ I loaded your Sellable voice/company memory from {n} files. I’ll apply it
113
+ silently unless you override it.
114
+
115
+ The active rules I’m carrying forward:
116
+ - ...
117
+
118
+ What should I answer, write, or review?
119
+ ```
120
+
121
+ When there is already a concrete task, keep the confirmation to one sentence,
122
+ then produce the answer or draft.
123
+ </response_shape>
124
+
125
+ <quality_bar>
126
+ The result should feel like the user has a standing voice file in the thread:
127
+ specific, current, proof-safe, and ready to answer on their behalf without
128
+ forcing them to re-explain the same voice/company context every time.
129
+ </quality_bar>