@sellable/mcp 0.1.166 → 0.1.168

package/dist/tools/leads.js

@@ -544,7 +544,7 @@ function buildSourceImportWatchNarration({ provider, selectedPostCount, estimate
         agentIntent: "Codex is materializing the approved source into a lead list before copying the confirmed list into the campaign.",
         nextAction: "Wait for source leads, then confirm the list and configure campaign setup",
         safety: "This step materializes the source list; the internal campaign-table execution slice is processed only after the later filter and message approvals.",
-        progressLabel: "Source scouting",
+        progressLabel: "Finding buyers",
     };
 }
 function buildSourceImportRecoveryWatchNarration(args) {

package/dist/tools/prompts.js

@@ -132,7 +132,7 @@ export const promptToolDefinitions = [
     },
     {
         name: "get_source_scout_registry",
-        description: "Return the canonical Sellable source-scout agent names and host filenames. Use this before lead-source scouting so Codex and Claude can launch the same named scouts from one registry when the current host exposes them.",
+        description: "Return the canonical Sellable source-scout agent names and host filenames. Use this before the source-finding step so Codex and Claude can launch the same named scouts from one registry when the current host exposes them.",
         inputSchema: {
             type: "object",
             properties: {},
@@ -242,8 +242,8 @@ export function getSourceScoutRegistry() {
             legacy: agent.legacy,
         })),
         usage: {
-            codex: "Source scouting is sequential by default. Launch multiple returned `name` values in one assistant turn only when the user asked for comparison, a prior lane failed, or the active flow marks the first lane borderline.",
-            claude: "Source scouting is sequential by default. Invoke multiple Task/Agent subagents with subagent_type equal to returned `name` values only when comparison, fallback, or borderline-source conditions apply.",
+            codex: "Source finding is sequential by default. Launch multiple returned `name` values in one assistant turn only when the user asked for comparison, a prior lane failed, or the active flow marks the first lane borderline.",
+            claude: "Source finding is sequential by default. Invoke multiple Task/Agent subagents with subagent_type equal to returned `name` values only when comparison, fallback, or borderline-source conditions apply.",
             parentThreadRule: "Named agents are optional acceleration. If they are absent, do not customer-surface install status; run the same provider probes with MCP tools from the parent thread. Default fallback order: Signal Discovery / LinkedIn engagement, then Sales Nav recent activity, then broader Sales Nav title search, then Prospeo account/contact search. Do not preload every provider prompt before spawning agents; each scout loads only the provider prompt for its lane.",
         },
     };

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@sellable/mcp",
-  "version": "0.1.166",
+  "version": "0.1.168",
   "type": "module",
   "description": "Sellable MCP server for Claude Code and Codex campaign workflows",
   "main": "dist/index.js",

package/skills/create-campaign/SKILL.md

@@ -110,10 +110,11 @@ clear business decisions, tradeoffs, and approval gates. Use product language:
 Approval and safety copy should be tasteful. State what the current approval
 covers once, in one short sentence, then move on. Do not append repeated
 "nothing starts / no leads import / no sending" disclaimers to routine progress
-updates. Use positive gate language like "Next gate: selected-post scrape" or
-"Approval covers scouting/search only" instead of long negative lists.
+updates. Use customer-facing gate language like "Next, we'll find where the
+right buyers are already talking" or "Next gate: selected-post scrape" instead
+of internal terms like "source scouting" or long negative lists.
 
-When explaining lead-source decisions, show the concrete counts behind the
+When explaining source decisions, show the concrete counts behind the
 logic: lanes searched, timeframe, raw result counts, finalist posts or preview
 rows, sampled people, sampled fits as n/N (%), estimated usable people, and the
 confidence basis. Never show a percent like "73% match" without the numerator,
@@ -128,22 +129,27 @@ label it explicitly as not estimated from this run.
 
 Before any provider prompt, search, source scout, or signal-discovery call, show
 one source-plan gate and ask for approval. The plan must be visible before the
-question, and this first approval authorizes scouting/search only. The gate
-should say:
+question, and this first approval only authorizes finding the best places to
+look for buyers. It does not add anyone to the campaign yet. The gate should
+say:
 
 - given this campaign, the viable source options
 - the recommended first lane
 - why that lane fits the buyer, offer, and likely public activity
 - what will be tested next
 - the fallback lane if relevant posts or ICP engagement look thin
-- what approval covers in one concise line
+- what approval covers in one concise customer-facing line, such as "This only
+  approves me to look for the best places to find buyers. I won't add leads
+  yet."
 
 Do not surface blanket source heuristics as product copy. Make the
 recommendation specific to the campaign. If LinkedIn engagement is recommended,
-name the exact post themes you will search and avoid using "Signal Discovery" in
-customer-facing chat; that is the internal provider/app label. If relevant
-public conversations look unlikely, recommend the specific Sales Nav or Prospeo
-lane instead and say why. Do not call `search_signals`, `search_sales_nav`,
+name the exact post themes you will search in plain language, such as "Power BI
+dashboards they don't trust" or "teams trying to agree on the right KPIs."
+Avoid using "Signal Discovery" or "source scouting" in customer-facing chat;
+those are internal labels. If relevant public conversations look unlikely,
+recommend the specific Sales Nav or Prospeo lane instead and say why. Do not
+call `search_signals`, `search_sales_nav`,
 `search_prospeo`,
 `fetch_post_engagers`, or provider-scoped subagents until the user approves this
 source plan or explicitly chooses a different source.

package/skills/create-campaign-v2/SKILL.md

@@ -172,19 +172,23 @@ filter.
 
 Before any provider prompt, search, source scout, or signal-discovery call, show
 one source-plan gate and ask for approval. The gate must include the plan before
-the question, and this first approval authorizes source scouting/search only:
+the question, and this first approval only authorizes finding the best places to
+look for buyers. It does not add anyone to the campaign yet:
 
 - given this campaign, the viable source options
 - the recommended first lane
 - why that lane fits the buyer, offer, and likely public activity
 - what will be tested next
 - the fallback lane if relevant posts or ICP engagement look thin
-- that approval authorizes scouting/search only, not lead import or sending
+- one concise customer-facing line, such as "This only approves me to look for
+  the best places to find buyers. I won't add leads yet."
 
 Do not surface blanket source heuristics as product copy. Make the recommendation
 specific to the campaign. If LinkedIn engagement is recommended, name the exact
-post themes you will search and avoid using "Signal Discovery" in
-customer-facing chat; that is the internal provider/app label. If the campaign
+post themes you will search in plain language, such as "Power BI dashboards
+they don't trust" or "teams trying to agree on the right KPIs." Avoid using
+"Signal Discovery" or "source scouting" in customer-facing chat; those are
+internal labels. If the campaign
 looks unlikely to have relevant public conversations, recommend the specific
 Sales Nav or Prospeo lane instead and say why. An approval like "Approve Prospeo
 plan" satisfies this gate; persist the provider and search next. Do not ask a

package/skills/create-campaign-v2/SOUL.md

@@ -111,7 +111,7 @@ Before a brief approval, the user should see:
 - risks / assumptions
 - what happens after approval
 
-For lead-source decisions, confidence comes from concrete counts. Do not say
+For source decisions, confidence comes from concrete counts. Do not say
 "strong sample", "73% match", or "meaningful concentration" without showing the
 sample size and what was counted. Prefer:
 
@@ -235,9 +235,10 @@ Lead sourcing has two approvals. First, before any provider prompt/search/scout
 call, give the user a compact source plan: "given this campaign, these are the
 real options, I recommend this first lane, here is why, here is the fallback if
 the evidence is thin." Ask them to approve that plan or choose a different
-source. That approval only authorizes scouting/search. Second, after the
-source evidence exists, show counts, samples, fit math, cleanup risk, and ask
-for source approval before import.
+source. Use plain customer language for the boundary: "This only approves me to
+look for the best places to find buyers. I won't add leads yet." Second, after
+the source evidence exists, show counts, samples, fit math, cleanup risk, and
+ask for source approval before import.
 
 For LinkedIn engagement, the second gate is not "approve source" in the abstract.
 It is a concrete scrape approval: show a compact `## Source Recommendation`
@@ -307,9 +308,10 @@ Message validation is an internal approval proof, not the workstream name.
 Be explicit about what has and has not happened:
 
 ```text
-I created the campaign shell with the brief so you can watch it fill in. I
-won’t import leads, attach a sequence, or start anything until the source,
-filters, and message are set.
+Campaign shell is ready with the brief. We'll keep building the campaign in
+this chat, and I'll ask for your approval whenever I need your expertise or
+taste before moving forward. You can watch it come together in real time from
+the link.
 ```
 
 ## What To Avoid

package/skills/create-campaign-v2/core/flow.v2.json

@@ -1 +1 @@
-{"version":"v2.1-compact","workflow":"create-campaign-v2","principle":"CampaignOffer state and watch link are canonical. Create the watched shell, approve source, materialize and confirm the source list, internally process the first campaign-table execution slice, save rubrics for approval, approve the message template, then run the bounded filter/message cascade before Settings, sequence, and explicit start.","normalCustomerPath":"Use campaign state, MCP responses, and concise watchNarration. Do not create, read, link, or surface local draft files.","legacyCompatibility":{"validationSubskill":"create-campaign-v2-validation","tailSubskill":"create-campaign-v2-tail","rule":"Legacy validation/rehearsal files are opt-in diagnostics only and are not active flow gates."},"commitGateChoices":["approve","revise-brief","revise-leads","revise-rubric","revise-messaging","abort"],"canonicalStateFields":["campaignId","watchUrl","campaignBrief","currentStep","watchNarration","interactionMode","providerSearchAssociation","selectedLeadListId","workflowTableId","filterChoice","leadScoringRubrics","messageDraftRecommendation","approvedMessageTemplate","senderIds","sequenceTemplate","runningState"],"watchNarrationTransitionContract":{"rule":"Every watched currentStep switch must include fresh watchNarration.","requiredFields":["stage","headline","visibleState","agentIntent","nextAction"],"copyMustInclude":["what just happened","current visible page/state","next user action"],"appliesToTools":["create_campaign","update_campaign","attach_recommended_sequence","start_campaign"]},"lazyReferences":{"watch":["references/watch-link-handoff.md","references/watch-guide-narration.md"],"source":["references/lead-validation-preview.md","references/step-13-import-leads.md"],"filter":["references/filter-leads.md"],"message":[],"tail":["references/sample-validation-loop.md","references/step-15-re-cascade.md","references/final-handoff-contract.md"]},"safetyBoundaries":["Do not call list_senders before Settings after message approval.","Do not import leads until the source decision is approved.","Do not queue cells until confirmed source rows exist in the campaign and the message/filter gates are satisfied.","Do not call start_campaign until the user explicitly confirms launch.","Do not use local files as durable state in normal customer runs."],"yoloMode":{"triggerPhrases":["yolo","--yolo","mode=yolo","autopilot","use best guesses","use best estimates","answer for me","just run it"],"identityRequestOnlyWhenMissing":true,"operatorDirectionsRule":"Treat freeform directions supplied at invocation or later as durable operator directions; newest conflicting direction wins.","setInteractionModeAfterCampaignCreate":"autonomous","autoSelectsPreLaunchChoices":["campaign focus","brief approval","source scouting plan","source review/import approval","filters vs skip filters","filter rubric approval","message template approval when recommendation is approve-message","generated message review when quality floor passes","sender selection when exactly one connected sender is safe"],"mustPauseFor":["missing LinkedIn profile or company website","missing credentials or required data","ambiguous choice with no reasonable estimate","source/message/filter quality floor failure","final live launch confirmation"],"neverAutoStart":true},"steps":[{"id":"bootstrap","label":"Bootstrap","onEnter":[{"tool":"bootstrap_create_campaign","requiredValues":{"flowVersion":"v2"}},{"tool":"get_subskill_prompt","requiredValues":{"subskillName":"create-campaign-v2"},"purpose":"load the compact entry prompt once"}],"allowedTools":["bootstrap_create_campaign","get_auth_status","get_active_workspace","get_subskill_prompt","AskUserQuestion","request_user_input"],"doNotAllow":["create_campaign","list_senders","save_rubrics","import_leads","confirm_lead_list","update_campaign","queue_cells","start_campaign"],"waitFor":"bootstrap_complete","transitions":{"bootstrap_complete":"brief-interview"}},{"id":"brief-interview","label":"Client, offer, research, and brief","onEnter":[{"action":"resolve_campaign_identity_before_strategy_packet","allowedTools":["fetch_company","fetch_linkedin_profile","WebFetch","WebSearch"],"mustNotInferFromNameOnly":true,"doNotPresentSenderPickerBeforeIdentityInference":true,"fallback":"Ask for the LinkedIn profile URL first; use the company website as the fallback before strategy questions."},{"action":"run_campaign_identity_research_before_strategy_packet","target":"research-sender","requiredCompletion":"complete_sender_research","allowedTools":["get_subskill_prompt","fetch_linkedin_profile","fetch_company","fetch_linkedin_posts","fetch_company_posts","WebFetch","WebSearch","complete_sender_research"]},{"action":"ask_campaign_focus_only_when_ambiguous","uses":"request_user_input","singleChoice":true,"requiredOption":"Other / custom","neverCollectOpenTextWithStructuredQuestion":true,"skipIf":"yolo_mode with any reasonable best-estimate focus"},{"action":"confirm_current_offer_before_strategy_packet","uses":"request_user_input","question":"Do you already know the offer for this campaign?","options":["Use my current offer","Use Sellable's researched recommendation","Shape the offer together"],"copyMustInclude":["research basis","public website or LinkedIn may be stale","recommendation is editable"],"skipIf":"user already supplied a clear current offer or yolo_mode with any reasonable researched recommendation"},{"action":"infer_strategy_packet_in_yolo_mode","when":"yolo_mode","skipStructuredSetupQuestions":true,"inferFields":["buyer segment","offer/CTA","proof to use or avoid","lead source","filter choice","message direction"],"sourceOfTruth":"identity/company lookup plus operator directions","mustStateAssumptionsInBrief":true},{"action":"create_watchable_campaign_shell_with_v1_brief","tool":"create_campaign","requiredFields":["name","campaignBrief","clientProspectId or senderLinkedinUrl","currentStep","watchNarration"],"requiredValues":{"currentStep":"create-offer","watchNarration.stage":"brief"},"capture":["campaignId","watchUrl"],"canonicalStateWrites":["campaignId","watchUrl","campaignBrief","currentStep:create-offer"]},{"action":"surface_campaign_shell_watch_link","watchUrlSource":"create_campaign.watchUrl","requiredWatchUrlShape":"direct /campaign-builder/{campaignId}?mode={claude|codex} watch URL with token auto-login and workspace routing","copyMustInclude":["I am creating the campaign through this chat.","Open this link if you want to watch the work being done and audit what changes.","You can still ask me to change anything here."],"immediateNextMainChatLine":"Cool, let's find leads.","codexBrowserHandoff":{"openWhenAvailable":false,"printWatchLinkOnly":true,"tellUserCommandEnterOrClick":true,"mustNotUseBrowserAutomation":true,"fallbackMustNotClaimInspection":true}}],"allowedTools":["get_subskill_prompt","fetch_company","fetch_company_posts","fetch_linkedin_profile","fetch_linkedin_posts","complete_sender_research","create_campaign","AskUserQuestion","request_user_input"],"doNotAllow":["list_senders","save_rubrics","import_leads","confirm_lead_list","queue_cells","start_campaign"],"waitFor":["campaign_shell_created","brief_ready","confirm_with_user"],"transitions":{"campaign_shell_created":"brief-review","brief_ready":"brief-review","confirm_with_user":"brief-review"}},{"id":"brief-review","label":"Brief review","onEnter":[{"action":"render_brief_inline","minimumVisibleDetail":"campaign direction, buyer, offer, proof, source plan, safety gates","copyMustInclude":["compact provenance labels: [from you], [from LinkedIn], [from website], [from case study], or [Sellable recommendation]","This is based on what I found. If your site or LinkedIn is stale, tell me what to update before I build the lead list.","Do you agree with this researched campaign direction?"],"copyMustNotInclude":["quoted first-message copy","Message Angle as final proof"],"messageHintRule":"If any message-shape hint remains, keep it as non-final bullets and say real examples come after leads are found and filtered."},{"action":"ask_brief_choice","uses":"request_user_input","choices":["Approve brief","Revise brief","Pause here"],"skipIf":"yolo_mode; auto_continue after rendering assumptions unless brief quality floor fails"}],"requiredCampaignState":["campaignId","watchUrl","campaignBrief","currentStep"],"allowedTools":["AskUserQuestion","request_user_input","update_campaign"],"doNotAllow":["create_campaign","list_senders","import_leads","confirm_lead_list","queue_cells","start_campaign"],"waitFor":["user_brief_confirmed","revise_brief","auto_continue"],"transitions":{"user_brief_confirmed":"find-leads","revise_brief":"brief-interview","auto_continue":"find-leads"}},{"id":"find-leads","label":"Find leads","sourceSelectionFunnel":{"preScoutRecommendationGate":{"required":true,"label":"Source scouting approval","mustHappenBefore":["get_provider_prompt","search_signals","search_sales_nav","search_prospeo","fetch_post_engagers","source-scout dispatch"],"show":["campaign-specific options considered","recommended first lane","why this lane matches the offer and ICP","expected evidence to gather","fallback lane if the first lane is weak","what approval authorizes"],"approvalAuthorizes":"source scouting/search only; no import/send","explanationMustInclude":["what source is being tried","why it was recommended","precision/scale tradeoff","enough relevant leads","evidence quality","safe bounded pilot volume"],"yoloMode":{"autoApproveRecommendedLane":true,"mustShowAssumedChoice":true,"pauseIfConfidenceLow":true}},"defaultWhenSourceUnspecified":["signal-discovery","sales-nav-recent-active","sales-nav-general","prospeo"],"userFacingFallbackOrder":["people engaging with relevant LinkedIn posts","Sales Nav to find ICP people actively posting on LinkedIn","search by titles","Prospeo for a broader account/contact path"],"parallelAllowedOnlyWhen":["user explicitly requested source comparison","resuming already-started parallel scouts","first viable source is borderline and one cheap fallback check is needed"]},"onEnter":[{"tool":"update_campaign","requiredValues":{"currentStep":"pick-provider","watchNarration.stage":"find-leads","watchNarration.headline":"Review source scouting","watchNarration.visibleState":"The app is showing source selection before scouting starts.","watchNarration.agentIntent":"Codex is explaining the recommended source lane, precision/scale tradeoff, and fallback before any search runs.","watchNarration.nextAction":"Approve source scouting or choose another source","watchNarration.safety":"Approval here authorizes source scouting/search only; no selected-post scrape, lead import, filtering, messaging, sequence, or sending starts."},"purpose":"show the visible source-plan approval checkpoint before provider lanes"},{"tool":"get_source_scout_registry","purpose":"load canonical source scout names before optional branch launch"},{"action":"show_pre_scout_source_recommendation","uses":"request_user_input","oneShot":true,"skipIf":"approved or leadSourceProvider or yolo_mode auto-selected source_lane_approved","requiredBeforeTools":["get_provider_prompt","search_signals","search_sales_nav","search_prospeo","fetch_post_engagers"],"requiredInlineFields":["plain-language source scouting options for this campaign","recommended first source lane","why the lane is likely to have relevant active prospects","precision/scale tradeoff","what evidence quality the lane should prove","fallback lane if the recommended lane looks weak","what scouting will check next","what approval authorizes"],"choices":["Approve LinkedIn engagement scouting plan","Approve Sales Nav scouting plan","Approve Prospeo scouting plan","Choose different source","Pause here"],"approvalChoiceLabelsByProvider":{"signal-discovery":"Approve LinkedIn engagement scouting plan","sales-nav":"Approve Sales Nav scouting plan","prospeo":"Approve Prospeo scouting plan"},"approvalState":"source_lane_approved"},{"action":"persist_provider_search_step_before_search","tool":"update_campaign","requiredPrecondition":"source_lane_approved","providerCurrentStepMap":{"signal-discovery":"signal-discovery","sales-nav":"sales-nav","prospeo":"prospeo"},"requiredValues":{"leadSourceType":"new","leadSourceProvider":"approved provider","currentStep":"provider-specific current step","watchNarration.stage":"find-leads","watchNarration.headline":"Searching the approved source lane","watchNarration.safety":"Search/scouting only; no lead import or selected-post scrape starts from this update."},"mustRunBefore":["search_signals","search_sales_nav","search_prospeo","fetch_post_engagers"]},{"action":"run_sequential_source_funnel","requiredPrecondition":"source_lane_approved","defaultOrder":["source-scout-linkedin-engagement","source-scout-sales-nav","source-scout-prospeo-contact"],"campaignOfferIdRequired":true,"stopOnFirstViableUnlessComparisonRequested":true}],"requiredCampaignState":["campaignId","campaignBrief","currentStep"],"allowedTools":["get_source_scout_registry","get_provider_prompt","lookup_sales_nav_filter","search_sales_nav","search_prospeo","search_signals","select_promising_posts","fetch_post_engagers","fetch_company","fetch_linkedin_profile","load_csv_linkedin_leads","load_csv_domains","get_rows_minimal","update_campaign","AskUserQuestion","request_user_input"],"doNotAllow":["create_campaign","list_senders","save_rubrics","import_leads","confirm_lead_list","queue_cells","start_campaign"],"waitFor":["lead_review_ready","revise_brief","confirm_with_user"],"transitions":{"lead_review_ready":"lead-review","revise_brief":"brief-interview","confirm_with_user":"lead-review"}},{"id":"lead-review","label":"Source approval","onEnter":[{"action":"show_source_decision_card","requiredInlineFields":["primary source and exact filters/recipe","specific source action awaiting approval","for Signal Discovery: compact Source Recommendation with target, raw-engager math, recommended scrape-set table, review checkpoint, estimated fit, and fallback","for Signal Discovery: recommended scrape post count and target engager/source-candidate volume","internal campaign-table execution slice size, clearly separate from source sampling","runner-up and why it lost","raw volume","sampled people","sampled fits as n/N plus percentage/range","estimated usable prospects","cleanup risk","what approval authorizes"]},{"action":"ask_source_review_choice","uses":"request_user_input","choices":["Approve scraping N recommended LinkedIn posts","Run the approved source import","Revise source","Pause here"],"approvalChoiceLabelsByProvider":{"signal-discovery":"Approve scraping {scrapePostCount} recommended LinkedIn posts?","sales-nav":"Import the approved Sales Nav source list","prospeo":"Import the approved Prospeo source list"},"postApprovalContract":{"singleUseApproval":true,"doNotRepeatAfterApproval":["Source Recommendation","show_source_decision_card","ask_source_review_choice"],"requiredNextActionAfterApproval":"ack once; call import_leads immediately","signalDiscoveryNextTool":"import_leads({ provider: \"signal-discovery\", targetEngagerCount, maxPostsToScrape, confirmed: true })"},"autoSelectIf":"yolo_mode and projected usable pool clears the source quality floor"}],"requiredCampaignState":["campaignId","campaignBrief","providerSearchAssociation"],"allowedTools":["AskUserQuestion","request_user_input","update_campaign"],"doNotAllow":["create_campaign","list_senders","save_rubrics","import_leads","confirm_lead_list","queue_cells","start_campaign"],"waitFor":["lead_review_confirmed","revise_leads","confirm_with_user","auto_continue"],"transitions":{"lead_review_confirmed":"auto-execute-leads","revise_leads":"find-leads","confirm_with_user":"auto-execute-leads","auto_continue":"auto-execute-leads"}},{"id":"auto-execute-leads","label":"Materialize confirmed source list","currentStepValue":"auto-execute-leads","reference":"references/step-13-import-leads.md","onEnter":[{"tool":"get_subskill_prompt","requiredValues":{"subskillName":"create-campaign-v2-tail"},"purpose":"load tail contract before execution tools"},{"tool":"import_leads","requiredFields":["campaignOfferId","selected source/list","sourceListTarget or targetEngagerCount"],"requiredValues":{"salesNavProspeoDefaultSourceListTarget":1000,"signalDiscoveryDefaultEngagerTarget":1500},"modeAddHandshake":{"firstCallReturns":"needsModeSelection when adding to an existing campaign-attached list","requiredFollowup":"retry with mode=add after explicit user/source-state compatibility is confirmed"},"surfaceDedupRatio":true},{"tool":"wait_for_lead_list_ready"},{"tool":"confirm_lead_list","requiredFields":["campaignOfferId","selectedLeadListId","reviewBatchLimit"],"requiredValues":{"reviewBatchLimit":15},"capture":["workflowTableId","reviewBatchRowIds"]},{"tool":"wait_for_campaign_table_ready"},{"tool":"get_rows_minimal","requiredValues":{"tableId":"{workflowTableId}","limit":15},"capture":["reviewBatchRowHash"]},{"action":"summarize_review_batch_and_advance_to_filter_choice","purpose":"ask filter choice immediately; no post-lead registries, filter refs, or message prompts first","maxCustomerCopyLines":4}],"requiredCampaignState":["campaignId","providerSearchAssociation","selectedLeadListId"],"allowedTools":["get_subskill_prompt","import_leads","wait_for_lead_list_ready","confirm_lead_list","wait_for_campaign_table_ready","get_rows_minimal","update_campaign","AskUserQuestion","request_user_input"],"doNotAllow":["get_post_find_leads_scout_registry","Task","spawn_agent","list_senders","queue_cells","start_campaign","enrich_with_prospeo","bulk_enrich_with_prospeo","save_rubrics"],"waitFor":"source_list_confirmed_and_review_sample_ready","transitions":{"source_list_confirmed_and_review_sample_ready":"filter-choice","escalation_triggered":"escalation"}},{"id":"filter-choice","label":"Filter choice","currentStepValue":"filter-choice","onEnter":[{"tool":"update_campaign","requiredValues":{"currentStep":"filter-choice","watchNarration.stage":"fit-message"}},{"action":"ask_filter_choice","uses":"request_user_input","choices":["Use filters","Skip filters","Revise source"],"autoSelectIf":"yolo_mode; choose filters unless source is tightly curated or user directed otherwise"}],"hardRules":["ask_filter_choice_immediately_after_review_batch_import","do_not_call_get_subskill_prompt_before_filter_choice","do_not_call_get_subskill_asset_before_filter_choice","do_not_call_get_post_find_leads_scout_registry_before_filter_choice","do_not_spawn_post_lead_agents_before_filter_choice"],"requiredCampaignState":["campaignId","campaignBrief","selectedLeadListId","workflowTableId"],"allowedTools":["AskUserQuestion","request_user_input","update_campaign","get_campaign_navigation_state"],"doNotAllow":["get_subskill_prompt","get_subskill_asset","get_post_find_leads_scout_registry","Task","spawn_agent","create_campaign","list_senders","import_leads","confirm_lead_list","queue_cells","start_campaign","generate_messages"],"waitFor":["filters_enabled","filters_skipped","revise_leads"],"transitions":{"filters_enabled":"post-lead-workstreams","filters_skipped":"message-generation","revise_leads":"find-leads"}},{"id":"post-lead-workstreams","label":"Filter workstream","onEnter":[{"action":"persist_add_filters_approval","tool":"update_campaign","when":"filters_enabled","requiredFields":["campaignId","enableICPFilters","currentStep","watchNarration"],"requiredValues":{"enableICPFilters":true,"currentStep":"create-icp-rubric","watchNarration.stage":"fit-message","watchNarration.headline":"Create filter rules","watchNarration.visibleState":"Filters are enabled and the browser is showing Filter Rules while Codex defines the rubric.","watchNarration.nextAction":"Review saved filter rules"},"mustRunBefore":["get_post_find_leads_scout_registry","launch_lead_fit_builder_after_filter_choice","save_rubrics"]},{"tool":"get_post_find_leads_scout_registry","purpose":"load canonical post-lead worker names only after the user has chosen filters"},{"action":"launch_lead_fit_builder_after_filter_choice","mode":"parallel_when_host_supports_subagents","target":"post-find-leads-filter-scout","inputs":["campaignId","campaignBrief","selectedLeadListId","workflowTableId","reviewBatchRowIds/hash","filterChoice"],"stateSource":"live campaign/table","debugFilesOptionalOnly":true},{"action":"launch_message_draft_builder_after_filter_decision","mode":"parallel_when_host_supports_subagents","target":"post-find-leads-message-scout","when":"filters_enabled","doesNotQueueCells":true,"customerNarration":"Say message agent is drafting."},{"action":"save_filter_rubrics_to_campaign","tool":"save_rubrics","when":"filters_enabled and rubrics are production-shaped","requiredFields":["campaignOfferId","leadScoringRubrics"],"writesCampaignState":"leadScoringRubrics","requiredSideEffects":{"enableICPFilters":true,"currentStep":"create-icp-rubric","watchNarration.headline":"Filter rules saved for review"}},{"action":"ask_filter_rubric_review_choice","uses":"request_user_input","choices":["Approve filters","Revise filters","Pause"],"purpose":"let the user read saved rubrics before Filter Leads or enrichment","copyMustInclude":["These rules prevent wasted sends before I score/import the list.","Recommended because of the researched ICP, source sample, and repeated false-positive patterns.","one pass example and one block example when available","Approval here means approving filter rules, not message drafts or campaign launch."],"autoSelectIf":"yolo_mode and rubrics are production-shaped"}],"requiredCampaignState":["campaignId","campaignBrief","selectedLeadListId","workflowTableId"],"allowedTools":["get_subskill_prompt","get_subskill_asset","get_post_find_leads_scout_registry","save_rubrics","get_campaign","get_rows_minimal","update_campaign","get_campaign_navigation_state","AskUserQuestion","request_user_input","Task","spawn_agent"],"doNotAllow":["create_campaign","list_senders","import_leads","confirm_lead_list","queue_cells","start_campaign","check_rubric","generate_messages"],"waitFor":["filter_rubrics_approved","revise_leads","revise_rubric","revise_messaging"],"hardRules":["after_save_rubrics_currentStep_must_stay_create-icp-rubric_until_filter_approval","filter_approval_required_before_apply-icp-rubric_or_queue_cells","do_not_move_browser_to_messages_until_filter_leads_step_is_current_or_filters_are_explicitly_skipped","no_post_lead_worker_or_deep_prompt_before_filter_choice","lead_fit_builder_starts_only_after_filters_enabled","msg_draft_after_filter_choice","msg_draft_no_cells"],"transitions":{"filter_rubrics_approved":"message-generation","revise_leads":"find-leads","revise_rubric":"filter-rubric","revise_messaging":"message-generation","confirm_with_user":"message-review"}},{"id":"filter-rubric","label":"Rubric revision","onEnter":[{"tool":"get_subskill_asset","requiredValues":{"subskillName":"create-campaign-v2","assetPath":"references/filter-leads.md"}},{"tool":"save_rubrics","requiredFields":["campaignOfferId","leadScoringRubrics"],"writesCampaignState":"leadScoringRubrics","requiredSideEffects":{"enableICPFilters":true,"currentStep":"create-icp-rubric","watchNarration.headline":"Filter rules saved for review"}},{"action":"ask_filter_rubric_review_choice","uses":"request_user_input","choices":["Approve filters","Revise filters","Pause"],"copyMustInclude":["These rules prevent wasted sends before I score/import the list.","approval object is filter rules only","not campaign launch"],"autoSelectIf":"yolo_mode and rubrics are production-shaped"}],"requiredCampaignState":["campaignId","workflowTableId"],"allowedTools":["get_subskill_asset","save_rubrics","AskUserQuestion","request_user_input"],"doNotAllow":["create_campaign","list_senders","import_leads","confirm_lead_list","update_campaign","queue_cells","start_campaign","check_rubric"],"waitFor":["filter_rubrics_approved","revise_leads","confirm_with_user","auto_continue"],"transitions":{"filter_rubrics_approved":"message-generation","revise_leads":"find-leads","confirm_with_user":"message-generation","auto_continue":"message-generation"}},{"id":"message-generation","label":"Message generation","onEnter":[{"action":"set_message_review_visible_step_by_filter_choice","tool":"update_campaign","branchRules":["yes after filter approval: currentStep=apply-icp-rubric; wait on Filter Leads","no: currentStep=messages; message review"],"watchNarration.stage":"fit-message"},{"action":"run_or_reconcile_message_draft_builder","target":"post-find-leads-message-scout","toolCallRequiredBeforeDraft":["run background post-find-leads-message-scout when available","get_subskill_prompt({ subskillName: \"generate-messages\", offset, limit }) until hasMore=false"],"stateSource":"campaignBrief, source, selectedLeadListId, workflowTableId, execution-slice row ids/hash","outputState":"messageDraftRecommendation"}],"requiredCampaignState":["campaignId","campaignBrief","selectedLeadListId","workflowTableId"],"allowedTools":["get_subskill_prompt","get_campaign","get_rows_minimal","update_campaign","AskUserQuestion","request_user_input"],"toolRules":["Run post-find-leads-message-scout when available; otherwise parent fallback must load get_subskill_prompt({ subskillName: \"generate-messages\" }) from live state.","brief.md, lead-review.md, and lead-sample.json are optional debug context only.","messageDraftRecommendation returns templateRecommendation, tokenFillRules, renderedSample, concerns, status, basisToken, outputAt, outputHash, and error/retry detail.","If campaign/source/table/execution-slice basis does not match, classify the output stale or blocked."],"doNotAllow":["create_campaign","list_senders","save_rubrics","import_leads","confirm_lead_list","queue_cells","start_campaign","generate_messages"],"waitFor":["message_validation_ready","revise_rubric","revise_messaging","confirm_with_user","auto_continue"],"transitions":{"message_validation_ready":"message-review","revise_rubric":"filter-rubric","revise_messaging":"message-generation","confirm_with_user":"message-review","auto_continue":"message-review"}},{"id":"message-review","label":"Message review","onEnter":[{"action":"render_message_review_from_state","requiredState":["campaignBrief","selectedLeadListId","workflowTableId","messageDraftRecommendation"],"requiredVisibleLabels":["## Message Template","## Rendered Example","Good token fill:","My take:","Question: approve-message or revise-messaging?","Recommendation:"],"doNotShowByDefault":["Token Notes","Good omit / fallback","Bad fill to avoid","Token Adherence Table"],"internalPersistenceOnly":["Token Fill Rules","Token Fill Examples","fallback guidance","bad-fill avoidance notes"],"copyMustInclude":["QA receipt before approval","tokens resolved","company/person match","proof claim","prospect angle","language/tone when known","obvious bad fits","Would I take this call?","weak personalization can burn the sender's reputation","full list remains paused"]},{"action":"ask_message_review_choice","uses":"request_user_input","choices":["approve-message","revise-messaging"],"copyMustInclude":["approve the message direction only","not campaign launch","not LinkedIn sender approval"],"autoSelectIf":"yolo_mode and Recommendation is approve-message; revise autonomously when Recommendation is revise-messaging"},{"action":"sync_approved_message_set_to_campaign_brief","tool":"update_campaign_brief","when":"after approve-message","requiredFields":["campaignId","approvedMessageTemplate","Token Fill Rules","Token Fill Examples"],"writesCampaignState":"approvedMessageTemplate"}],"requiredCampaignState":["campaignId","workflowTableId","messageDraftRecommendation"],"allowedTools":["AskUserQuestion","request_user_input","update_campaign_brief","update_campaign","get_rows_minimal"],"doNotAllow":["create_campaign","list_senders","save_rubrics","import_leads","confirm_lead_list","start_campaign"],"waitFor":["message_approved","revise_messaging"],"transitions":{"message_approved":"validate-sample","revise_messaging":"message-generation"}},{"id":"validate-sample","label":"Validate campaign-table execution slice","currentStepValue":"apply-icp-rubric","reference":"references/sample-validation-loop.md","visibleStepRule":"Filter Leads is reached only after saved-filter approval. On approve-message, save the template, refresh apply-icp-rubric narration, then queue bounded Enrich Prospect cells.","onEnter":[{"tool":"update_campaign","requiredValues":{"currentStep":"apply-icp-rubric","watchNarration.stage":"fit-message"},"purpose":"keep the watched UI on Filter Leads while the approved template starts the bounded cascade","watchNarrationRule":"Say the template is saved and Filter Leads is now running the bounded enrichment and scoring pass."},{"tool":"queue_cells","purpose":"queue ICP/enrichment cells for the internal campaign-table execution slice only","requiredFields":["workflowTableId","reviewBatchRowIds","cellTypes"],"targetCountSource":"reviewBatchRowIds.length (default 15)"},{"tool":"wait_for_campaign_table_ready","purpose":"wait_for_review_batch_scoring_cells"},{"tool":"get_rows_minimal","requiredValues":{"includeRows":false},"purpose":"read compact row status only"},{"tool":"wait_for_rubric_results","requiredFields":["workflowTableId","targetCount","minPassedCount"],"requiredValues":{"includeRows":false,"minPassedCount":1},"minPassedCountSource":"firstPassingRowForMessageStart","readVia":"stats_only_tool_result","customerSummaryPattern":["{checked} leads checked","{passed} passed and have draft messages","{blocked} blocked before sending","full list remains paused until approval"]},{"action":"handle_partial_or_timeout_sample","customerStatus":"sample-needs-revision","rule":"Do not repeat waits indefinitely; surface partial status and route to revision.","copyMustInclude":"completed, passed, pending, blocked before sending, and full list remains paused"}],"requiredCampaignState":["campaignId","workflowTableId","approvedMessageTemplate","filterRubricsApproved when enableICPFilters=true"],"allowedTools":["get_subskill_asset","queue_cells","wait_for_campaign_table_ready","get_rows_minimal","wait_for_rubric_results","update_campaign","AskUserQuestion","request_user_input"],"doNotAllow":["import_leads","list_senders","start_campaign","enrich_with_prospeo","bulk_enrich_with_prospeo","check_rubric"],"hardRules":["wait_for_rubric_results_never_retain_rows_payload_in_tail_context","wait_for_rubric_results_targetCount_always_explicit","timeout_never_repeats_without_customer_handoff","timeout_or_underfloor_sample_never_advances_to_settings"],"waitFor":["sample_validated","sample_revision_required"],"transitions":{"sample_validated":"auto-execute-messaging","sample_revision_required":"lead-review","revise_leads":"find-leads","revise_rubric":"filter-rubric","escalation_triggered":"escalation"}},{"id":"auto-execute-messaging","label":"Generate initial campaign-row messages","currentStepValue":"auto-execute-messaging","references":["references/parallel-critique-protocol.md","references/thomas-variant-selection.md","references/thomas-revision-filters.md","references/step-15-re-cascade.md"],"onEnter":[{"tool":"queue_cells","batchSize":100,"when":"any passing row has pending or empty Generate Message cell","cellSource":"pending_generate_message_cells_for_passing_rows using approved_campaign_brief_template"},{"tool":"wait_for_rubric_results","purpose":"wait_for_first_passing_generated_message","requiredValues":{"includeRows":false,"minPassedCount":1,"minMessagesCount":1},"readVia":"stats_only_tool_result"},{"action":"observe_generate_message_results","reference":"references/step-15-re-cascade.md"},{"action":"enforce_token_contract","modeFromConfig":"messaging.tokenContract"},{"action":"optional_critique_pass","enabledFromConfig":"messaging.critique.enabled","plan":"85-03","protocol":"references/parallel-critique-protocol.md","sampleSizeFromConfig":"messaging.critique.sampleSize","budgetUsdCapFromConfig":"messaging.critique.budgetUsdCap","perCriticTimeoutFromConfig":"messaging.critique.perCriticTimeoutSeconds","totalTimeoutFromConfig":"messaging.critique.totalTimeoutSeconds","criticsFromConfig":"messaging.critique.critics","enforceFinalizerPassFromConfig":"messaging.critique.synthesis.enforceFinalizerPass","rejectOnFakeProofFromConfig":"messaging.critique.rejectOnFakeProof","rejectOnUnsupportedTokenFromConfig":"messaging.critique.rejectOnUnsupportedToken","onBudgetTrip":"halt_critique_continue_plain_tail","onPerCriticTimeout":"drop_critic_proceed_with_remaining","onTotalTimeout":"persist_plain_message_for_row","onTokenContractViolation":"persist_plain_message_for_row","onFakeProof":"persist_plain_message_for_row"},{"action":"optional_opus_subset","enabledFromConfig":"messaging.critique.opus.enabled","selection":"references/thomas-variant-selection.md","maxMessagesPerPassFromConfig":"messaging.critique.opus.maxMessagesPerPass","budgetUsdCapFromConfig":"messaging.critique.opus.budgetUsdCap","onOpusBudgetTrip":"halt_opus_continue_non_opus","onOpusTokenContractViolation":"fallback_to_non_opus_rewrite"},{"tool":"update_campaign","requiredValues":{"currentStep":"auto-execute-messaging","watchNarration.stage":"review-ready"},"watchNarrationRule":"Say the first passing generated message is ready in Messages; next is review before Settings."},{"action":"ask_generated_message_review_choice","uses":"request_user_input","choices":["Approve reviewed draft rows and continue to Settings","Revise filters","Revise message template","Pause here"],"copyMustInclude":["approve these draft rows for the next review step","not approving the full campaign launch","not approving the user's LinkedIn account for sending yet","tokens resolved","company/person match","proof claim","prospect angle","language/tone when known","obvious bad fits","Would I take this call?","weak personalization can burn the sender's reputation","full list remains paused"],"autoSelectIf":"yolo_mode and the first passing generated message clears the quality floor"}],"allowedTools":["get_subskill_asset","get_rows_minimal","queue_cells","wait_for_rubric_results","update_campaign","AskUserQuestion","request_user_input"],"doNotAllow":["import_leads","list_senders","start_campaign","generate_messages"],"hardRules":["critique_failure_never_escalates","critique_sample_size_bounded_by_config","first_passing_generated_message_unblocks_review","critics_fixed_at_targeting_copy_voice","synthesis_enforces_phase_84_token_contract","opus_reserved_for_highest_value_subset","proposed_token_never_persisted_in_rewrite"],"waitFor":["generated_messages_approved","sample_revision_required"],"transitions":{"generated_messages_approved":"awaiting-user-greenlight","revise_filters":"filter-rubric","revise_messaging":"message-generation","escalation_triggered":"escalation"}},{"id":"awaiting-user-greenlight","label":"Settings, sender, sequence, and greenlight","currentStepValue":"awaiting-user-greenlight","reference":"references/final-handoff-contract.md","onEnter":[{"tool":"get_campaign","purpose":"verify senderIds and sequence state before final handoff"},{"tool":"list_senders","purpose":"surface available connected senders only at Settings"},{"tool":"update_campaign","requiredValues":{"currentStep":"settings","watchNarration.stage":"review-ready"},"purpose":"park the watched UI on Settings before sender selection","watchNarrationRule":"Say message review is complete and the browser is now on Settings so the user can connect or choose a sender. Include that lead research and filtering already happened outside the user's LinkedIn account, this sender is only used for approved sending after final launch, and no launch happens from Settings."},{"action":"surface_sender_and_slack_handoff","requiredVisibleContent":["connect or select a LinkedIn sender","Lead research and filtering already happened outside your LinkedIn account.","This account is only used for approved sending after final launch.","Nothing sends until the final Start step.","Slack reply review","recommended sequence","final launch confirmation is still ahead"]},{"action":"ask_sender_selection","uses":"request_user_input","singleChoice":true,"choices":["Use this connected sender","Connect a different sender in Settings","Pause here"],"autoSelectIf":"yolo_mode and exactly one safe connected sender is available"},{"action":"attach_selected_sender","tool":"update_campaign","when":"user selected an available connected sender","requiredValues":{"senderIds":["{selectedSenderId}"],"currentStep":"sequence","watchNarration.stage":"review-ready"},"watchNarrationRule":"Say the sender was attached and the browser is moving to Sequence review. Include that the sequence is editable before launch and still not sending until Start."},{"tool":"attach_recommended_sequence","when":"after senderIds are attached","requiredValues":{"campaignId":"{campaignId}","currentStep":"send","watchNarration.stage":"review-ready"},"watchNarrationRule":"The sequence tool owns the visible beat: say the recommended follow-up sequence is attached, the browser is now on final launch review, and the next action is final launch greenlight. Include that it is still not sending until Start. Do not follow with a separate step-only update_campaign fixup."},{"action":"ask_final_launch_greenlight","uses":"request_user_input","singleChoice":true,"choices":["Start campaign","Review campaign first","Pause here"],"copyMustInclude":["quality confidence means sample messages and prospect angle were checked","launch confidence means sender, sequence, and Start are ready","approved messages begin sending according to the sequence","replies and meetings follow connected settings","you can monitor and pause","no hidden extra approval disappears after clicking Start"],"onUserStart":"claude-greenlight","neverAutoSelectInYolo":true}],"allowedTools":["get_campaign","get_campaign_navigation_state","list_senders","update_campaign","attach_recommended_sequence","AskUserQuestion","request_user_input"],"doNotAllow":["start_campaign","import_leads"],"autoStart":false,"watchRequired":true,"waitFor":["sender_connection_required","sender_attached","sequence_attached","ready_to_launch","user_greenlight","ui_start_detected"],"transitions":{"sender_connection_required":"awaiting-user-greenlight","sender_attached":"awaiting-user-greenlight","sequence_attached":"awaiting-user-greenlight","ready_to_launch":"awaiting-user-greenlight","user_greenlight":"claude-greenlight","ui_start_detected":"running"}},{"id":"claude-greenlight","label":"Explicit launch","reference":"references/final-handoff-contract.md","onEnter":[{"tool":"get_campaign","purpose":"detect_already_running"},{"action":"verify_sequence_and_current_step_before_start","requiredState":["workflowTableId","senderIds","sequenceTemplate","at least one approved generated message","currentStep in awaiting-user-greenlight|claude-greenlight|send"]},{"tool":"start_campaign","requiredFields":["campaignId"],"persistsCurrentStep":"running","watchNarrationRule":"After start_campaign succeeds, the running state must say the final greenlight was accepted, the campaign is now live/running, and the user can watch progress from the campaign."}],"allowedTools":["get_campaign","attach_recommended_sequence","start_campaign","AskUserQuestion","request_user_input"],"watchRequired":true,"waitFor":"campaign_started","transitions":{"campaign_started":"running"}},{"id":"running","label":"Campaign is live","currentStepValue":"running","onEnter":[{"action":"surface_watch_link"},{"action":"surface_campaign_live_confirmation"}],"allowedTools":["get_campaign","AskUserQuestion","request_user_input"],"doNotAllow":["start_campaign"],"terminal":true},{"id":"escalation","label":"Escalation","reference":"references/escalation-ladder.md","allowedTools":["AskUserQuestion","request_user_input"],"doNotAllow":["start_campaign","import_leads"],"transitions":{"revise_brief":"brief-interview","revise_leads":"find-leads","revise_rubric":"filter-rubric","revise_messaging":"message-generation","abort":"abort"}},{"id":"abort","label":"Abort","allowedTools":["AskUserQuestion","request_user_input"],"terminal":true}]}
+{"version":"v2.1-compact","workflow":"create-campaign-v2","principle":"CampaignOffer state and watch link are canonical. Create the watched shell, approve source, materialize and confirm the source list, internally process the first campaign-table execution slice, save rubrics for approval, approve the message template, then run the bounded filter/message cascade before Settings, sequence, and explicit start.","normalCustomerPath":"Use campaign state, MCP responses, and concise watchNarration. Do not create, read, link, or surface local draft files.","legacyCompatibility":{"validationSubskill":"create-campaign-v2-validation","tailSubskill":"create-campaign-v2-tail","rule":"Legacy validation/rehearsal files are opt-in diagnostics only and are not active flow gates."},"commitGateChoices":["approve","revise-brief","revise-leads","revise-rubric","revise-messaging","abort"],"canonicalStateFields":["campaignId","watchUrl","campaignBrief","currentStep","watchNarration","interactionMode","providerSearchAssociation","selectedLeadListId","workflowTableId","filterChoice","leadScoringRubrics","messageDraftRecommendation","approvedMessageTemplate","senderIds","sequenceTemplate","runningState"],"watchNarrationTransitionContract":{"rule":"Every watched currentStep switch must include fresh watchNarration.","requiredFields":["stage","headline","visibleState","agentIntent","nextAction"],"copyMustInclude":["what just happened","current visible page/state","next user action"],"appliesToTools":["create_campaign","update_campaign","attach_recommended_sequence","start_campaign"]},"lazyReferences":{"watch":["references/watch-link-handoff.md","references/watch-guide-narration.md"],"source":["references/lead-validation-preview.md","references/step-13-import-leads.md"],"filter":["references/filter-leads.md"],"message":[],"tail":["references/sample-validation-loop.md","references/step-15-re-cascade.md","references/final-handoff-contract.md"]},"safetyBoundaries":["Do not call list_senders before Settings after message approval.","Do not import leads until the source decision is approved.","Do not queue cells until confirmed source rows exist in the campaign and the message/filter gates are satisfied.","Do not call start_campaign until the user explicitly confirms launch.","Do not use local files as durable state in normal customer runs."],"yoloMode":{"triggerPhrases":["yolo","--yolo","mode=yolo","autopilot","use best guesses","use best estimates","answer for me","just run it"],"identityRequestOnlyWhenMissing":true,"operatorDirectionsRule":"Treat freeform directions supplied at invocation or later as durable operator directions; newest conflicting direction wins.","setInteractionModeAfterCampaignCreate":"autonomous","autoSelectsPreLaunchChoices":["campaign focus","brief approval","source plan","source review/import approval","filters vs skip filters","filter rubric approval","message template approval when recommendation is approve-message","generated message review when quality floor passes","sender selection when exactly one connected sender is safe"],"mustPauseFor":["missing LinkedIn profile or company website","missing credentials or required data","ambiguous choice with no reasonable estimate","source/message/filter quality floor failure","final live launch confirmation"],"neverAutoStart":true},"steps":[{"id":"bootstrap","label":"Bootstrap","onEnter":[{"tool":"bootstrap_create_campaign","requiredValues":{"flowVersion":"v2"}},{"tool":"get_subskill_prompt","requiredValues":{"subskillName":"create-campaign-v2"},"purpose":"load the compact entry prompt once"}],"allowedTools":["bootstrap_create_campaign","get_auth_status","get_active_workspace","get_subskill_prompt","AskUserQuestion","request_user_input"],"doNotAllow":["create_campaign","list_senders","save_rubrics","import_leads","confirm_lead_list","update_campaign","queue_cells","start_campaign"],"waitFor":"bootstrap_complete","transitions":{"bootstrap_complete":"brief-interview"}},{"id":"brief-interview","label":"Client, offer, research, and brief","onEnter":[{"action":"resolve_campaign_identity_before_strategy_packet","allowedTools":["fetch_company","fetch_linkedin_profile","WebFetch","WebSearch"],"mustNotInferFromNameOnly":true,"doNotPresentSenderPickerBeforeIdentityInference":true,"fallback":"Ask for the LinkedIn profile URL first; use the company website as the fallback before strategy questions."},{"action":"run_campaign_identity_research_before_strategy_packet","target":"research-sender","requiredCompletion":"complete_sender_research","allowedTools":["get_subskill_prompt","fetch_linkedin_profile","fetch_company","fetch_linkedin_posts","fetch_company_posts","WebFetch","WebSearch","complete_sender_research"]},{"action":"ask_campaign_focus_only_when_ambiguous","uses":"request_user_input","singleChoice":true,"requiredOption":"Other / custom","neverCollectOpenTextWithStructuredQuestion":true,"skipIf":"yolo_mode with any reasonable best-estimate focus"},{"action":"confirm_current_offer_before_strategy_packet","uses":"request_user_input","question":"Do you already know the offer for this campaign?","options":["Use my current offer","Use Sellable's researched recommendation","Shape the offer together"],"copyMustInclude":["research basis","public website or LinkedIn may be stale","recommendation is editable"],"skipIf":"user already supplied a clear current offer or yolo_mode with any reasonable researched recommendation"},{"action":"infer_strategy_packet_in_yolo_mode","when":"yolo_mode","skipStructuredSetupQuestions":true,"inferFields":["buyer segment","offer/CTA","proof to use or avoid","lead source","filter choice","message direction"],"sourceOfTruth":"identity/company lookup plus operator directions","mustStateAssumptionsInBrief":true},{"action":"create_watchable_campaign_shell_with_v1_brief","tool":"create_campaign","requiredFields":["name","campaignBrief","clientProspectId or senderLinkedinUrl","currentStep","watchNarration"],"requiredValues":{"currentStep":"create-offer","watchNarration.stage":"brief"},"capture":["campaignId","watchUrl"],"canonicalStateWrites":["campaignId","watchUrl","campaignBrief","currentStep:create-offer"]},{"action":"surface_campaign_shell_watch_link","watchUrlSource":"create_campaign.watchUrl","requiredWatchUrlShape":"direct /campaign-builder/{campaignId}?mode={claude|codex} watch URL with token auto-login and workspace routing","copyMustInclude":["We'll keep building the campaign in this chat.","You can watch it come together in real time here:","I'll ask for your approval whenever I need your expertise or taste before moving forward.","Send changes here in chat."],"immediateNextMainChatLine":"Next, we'll find where the right buyers are already talking.","codexBrowserHandoff":{"openWhenAvailable":false,"printWatchLinkOnly":true,"tellUserCommandEnterOrClick":false,"mustNotUseBrowserAutomation":true,"fallbackMustNotClaimInspection":true}}],"allowedTools":["get_subskill_prompt","fetch_company","fetch_company_posts","fetch_linkedin_profile","fetch_linkedin_posts","complete_sender_research","create_campaign","AskUserQuestion","request_user_input"],"doNotAllow":["list_senders","save_rubrics","import_leads","confirm_lead_list","queue_cells","start_campaign"],"waitFor":["campaign_shell_created","brief_ready","confirm_with_user"],"transitions":{"campaign_shell_created":"brief-review","brief_ready":"brief-review","confirm_with_user":"brief-review"}},{"id":"brief-review","label":"Brief review","onEnter":[{"action":"render_brief_inline","minimumVisibleDetail":"campaign direction, buyer, offer, proof, source plan, safety gates","copyMustInclude":["compact provenance labels: [from you], [from LinkedIn], [from website], [from case study], or [Sellable recommendation]","This is based on what I found. If your site or LinkedIn is stale, tell me what to update before I build the lead list.","Do you agree with this researched campaign direction?"],"copyMustNotInclude":["quoted first-message copy","Message Angle as final proof"],"messageHintRule":"If any message-shape hint remains, keep it as non-final bullets and say real examples come after leads are found and filtered."},{"action":"ask_brief_choice","uses":"request_user_input","choices":["Approve brief","Revise brief","Pause here"],"skipIf":"yolo_mode; auto_continue after rendering assumptions unless brief quality floor fails"}],"requiredCampaignState":["campaignId","watchUrl","campaignBrief","currentStep"],"allowedTools":["AskUserQuestion","request_user_input","update_campaign"],"doNotAllow":["create_campaign","list_senders","import_leads","confirm_lead_list","queue_cells","start_campaign"],"waitFor":["user_brief_confirmed","revise_brief","auto_continue"],"transitions":{"user_brief_confirmed":"find-leads","revise_brief":"brief-interview","auto_continue":"find-leads"}},{"id":"find-leads","label":"Find leads","sourceSelectionFunnel":{"preScoutRecommendationGate":{"required":true,"label":"Source plan approval","mustHappenBefore":["get_provider_prompt","search_signals","search_sales_nav","search_prospeo","fetch_post_engagers","source-scout dispatch"],"show":["campaign-specific options considered","recommended first lane","why this lane matches the offer and ICP","expected evidence to gather","fallback lane if the first lane is weak","what approval authorizes"],"approvalAuthorizes":"finding the best places to find buyers; no leads added yet","explanationMustInclude":["where the right buyers are already talking","why it was recommended","precision/scale tradeoff","enough relevant leads","evidence quality","safe bounded pilot volume"],"yoloMode":{"autoApproveRecommendedLane":true,"mustShowAssumedChoice":true,"pauseIfConfidenceLow":true}},"defaultWhenSourceUnspecified":["signal-discovery","sales-nav-recent-active","sales-nav-general","prospeo"],"userFacingFallbackOrder":["people engaging with relevant LinkedIn posts","Sales Nav to find ICP people actively posting on LinkedIn","search by titles","Prospeo for a broader account/contact path"],"parallelAllowedOnlyWhen":["user explicitly requested source comparison","resuming already-started parallel scouts","first viable source is borderline and one cheap fallback check is needed"]},"onEnter":[{"tool":"update_campaign","requiredValues":{"currentStep":"pick-provider","watchNarration.stage":"find-leads","watchNarration.headline":"Review the source plan","watchNarration.visibleState":"The app is showing source selection before lead finding starts.","watchNarration.agentIntent":"Codex is explaining the recommended source lane, precision/scale tradeoff, and fallback before any search runs.","watchNarration.nextAction":"Approve where to look first or choose another source","watchNarration.safety":"Only finding where to look next. Leads are not added yet."},"purpose":"show the visible source-plan approval checkpoint before provider lanes"},{"tool":"get_source_scout_registry","purpose":"load canonical source scout names before optional branch launch"},{"action":"show_pre_scout_source_recommendation","uses":"request_user_input","oneShot":true,"skipIf":"approved or leadSourceProvider or yolo_mode auto-selected source_lane_approved","requiredBeforeTools":["get_provider_prompt","search_signals","search_sales_nav","search_prospeo","fetch_post_engagers"],"requiredInlineFields":["plain-language source options for this campaign","recommended first source lane","why the lane is likely to have relevant active prospects","precision/scale tradeoff","what evidence quality the lane should prove","fallback lane if the recommended lane looks weak","what the next search will check","what approval authorizes"],"choices":["Approve LinkedIn engagement plan","Approve Sales Nav plan","Approve Prospeo plan","Choose different source","Pause here"],"approvalChoiceLabelsByProvider":{"signal-discovery":"Approve LinkedIn engagement plan","sales-nav":"Approve Sales Nav plan","prospeo":"Approve Prospeo plan"},"approvalState":"source_lane_approved"},{"action":"persist_provider_search_step_before_search","tool":"update_campaign","requiredPrecondition":"source_lane_approved","providerCurrentStepMap":{"signal-discovery":"signal-discovery","sales-nav":"sales-nav","prospeo":"prospeo"},"requiredValues":{"leadSourceType":"new","leadSourceProvider":"approved provider","currentStep":"provider-specific current step","watchNarration.stage":"find-leads","watchNarration.headline":"Searching the approved source lane","watchNarration.safety":"Looking only; no lead import or selected-post scrape starts from this update."},"mustRunBefore":["search_signals","search_sales_nav","search_prospeo","fetch_post_engagers"]},{"action":"run_sequential_source_funnel","requiredPrecondition":"source_lane_approved","defaultOrder":["source-scout-linkedin-engagement","source-scout-sales-nav","source-scout-prospeo-contact"],"campaignOfferIdRequired":true,"stopOnFirstViableUnlessComparisonRequested":true}],"requiredCampaignState":["campaignId","campaignBrief","currentStep"],"allowedTools":["get_source_scout_registry","get_provider_prompt","lookup_sales_nav_filter","search_sales_nav","search_prospeo","search_signals","select_promising_posts","fetch_post_engagers","fetch_company","fetch_linkedin_profile","load_csv_linkedin_leads","load_csv_domains","get_rows_minimal","update_campaign","AskUserQuestion","request_user_input"],"doNotAllow":["create_campaign","list_senders","save_rubrics","import_leads","confirm_lead_list","queue_cells","start_campaign"],"waitFor":["lead_review_ready","revise_brief","confirm_with_user"],"transitions":{"lead_review_ready":"lead-review","revise_brief":"brief-interview","confirm_with_user":"lead-review"}},{"id":"lead-review","label":"Source approval","onEnter":[{"action":"show_source_decision_card","requiredInlineFields":["primary source and exact filters/recipe","specific source action awaiting approval","for Signal Discovery: compact Source Recommendation with target, raw-engager math, recommended scrape-set table, review checkpoint, estimated fit, and fallback","for Signal Discovery: recommended scrape post count and target engager/source-candidate volume","internal campaign-table execution slice size, clearly separate from source sampling","runner-up and why it lost","raw volume","sampled people","sampled fits as n/N plus percentage/range","estimated usable prospects","cleanup risk","what approval authorizes"]},{"action":"ask_source_review_choice","uses":"request_user_input","choices":["Approve scraping N recommended LinkedIn posts","Run the approved source import","Revise source","Pause here"],"approvalChoiceLabelsByProvider":{"signal-discovery":"Approve scraping {scrapePostCount} recommended LinkedIn posts?","sales-nav":"Import the approved Sales Nav source list","prospeo":"Import the approved Prospeo source list"},"postApprovalContract":{"singleUseApproval":true,"doNotRepeatAfterApproval":["Source Recommendation","show_source_decision_card","ask_source_review_choice"],"requiredNextActionAfterApproval":"ack once; call import_leads immediately","signalDiscoveryNextTool":"import_leads({ provider: \"signal-discovery\", targetEngagerCount, maxPostsToScrape, confirmed: true })"},"autoSelectIf":"yolo_mode and projected usable pool clears the source quality floor"}],"requiredCampaignState":["campaignId","campaignBrief","providerSearchAssociation"],"allowedTools":["AskUserQuestion","request_user_input","update_campaign"],"doNotAllow":["create_campaign","list_senders","save_rubrics","import_leads","confirm_lead_list","queue_cells","start_campaign"],"waitFor":["lead_review_confirmed","revise_leads","confirm_with_user","auto_continue"],"transitions":{"lead_review_confirmed":"auto-execute-leads","revise_leads":"find-leads","confirm_with_user":"auto-execute-leads","auto_continue":"auto-execute-leads"}},{"id":"auto-execute-leads","label":"Materialize confirmed source list","currentStepValue":"auto-execute-leads","reference":"references/step-13-import-leads.md","onEnter":[{"tool":"get_subskill_prompt","requiredValues":{"subskillName":"create-campaign-v2-tail"},"purpose":"load tail contract before execution tools"},{"tool":"import_leads","requiredFields":["campaignOfferId","selected source/list","sourceListTarget or targetEngagerCount"],"requiredValues":{"salesNavProspeoDefaultSourceListTarget":1000,"signalDiscoveryDefaultEngagerTarget":1500},"modeAddHandshake":{"firstCallReturns":"needsModeSelection when adding to an existing campaign-attached list","requiredFollowup":"retry with mode=add after explicit user/source-state compatibility is confirmed"},"surfaceDedupRatio":true},{"tool":"wait_for_lead_list_ready"},{"tool":"confirm_lead_list","requiredFields":["campaignOfferId","selectedLeadListId","reviewBatchLimit"],"requiredValues":{"reviewBatchLimit":15},"capture":["workflowTableId","reviewBatchRowIds"]},{"tool":"wait_for_campaign_table_ready"},{"tool":"get_rows_minimal","requiredValues":{"tableId":"{workflowTableId}","limit":15},"capture":["reviewBatchRowHash"]},{"action":"summarize_review_batch_and_advance_to_filter_choice","purpose":"ask filter choice immediately; no post-lead registries, filter refs, or message prompts first","maxCustomerCopyLines":4}],"requiredCampaignState":["campaignId","providerSearchAssociation","selectedLeadListId"],"allowedTools":["get_subskill_prompt","import_leads","wait_for_lead_list_ready","confirm_lead_list","wait_for_campaign_table_ready","get_rows_minimal","update_campaign","AskUserQuestion","request_user_input"],"doNotAllow":["get_post_find_leads_scout_registry","Task","spawn_agent","list_senders","queue_cells","start_campaign","enrich_with_prospeo","bulk_enrich_with_prospeo","save_rubrics"],"waitFor":"source_list_confirmed_and_review_sample_ready","transitions":{"source_list_confirmed_and_review_sample_ready":"filter-choice","escalation_triggered":"escalation"}},{"id":"filter-choice","label":"Filter choice","currentStepValue":"filter-choice","onEnter":[{"tool":"update_campaign","requiredValues":{"currentStep":"filter-choice","watchNarration.stage":"fit-message"}},{"action":"ask_filter_choice","uses":"request_user_input","choices":["Use filters","Skip filters","Revise source"],"autoSelectIf":"yolo_mode; choose filters unless source is tightly curated or user directed otherwise"}],"hardRules":["ask_filter_choice_immediately_after_review_batch_import","do_not_call_get_subskill_prompt_before_filter_choice","do_not_call_get_subskill_asset_before_filter_choice","do_not_call_get_post_find_leads_scout_registry_before_filter_choice","do_not_spawn_post_lead_agents_before_filter_choice"],"requiredCampaignState":["campaignId","campaignBrief","selectedLeadListId","workflowTableId"],"allowedTools":["AskUserQuestion","request_user_input","update_campaign","get_campaign_navigation_state"],"doNotAllow":["get_subskill_prompt","get_subskill_asset","get_post_find_leads_scout_registry","Task","spawn_agent","create_campaign","list_senders","import_leads","confirm_lead_list","queue_cells","start_campaign","generate_messages"],"waitFor":["filters_enabled","filters_skipped","revise_leads"],"transitions":{"filters_enabled":"post-lead-workstreams","filters_skipped":"message-generation","revise_leads":"find-leads"}},{"id":"post-lead-workstreams","label":"Filter workstream","onEnter":[{"action":"persist_add_filters_approval","tool":"update_campaign","when":"filters_enabled","requiredFields":["campaignId","enableICPFilters","currentStep","watchNarration"],"requiredValues":{"enableICPFilters":true,"currentStep":"create-icp-rubric","watchNarration.stage":"fit-message","watchNarration.headline":"Create filter rules","watchNarration.visibleState":"Filters are enabled and the browser is showing Filter Rules while Codex defines the rubric.","watchNarration.nextAction":"Review saved filter rules"},"mustRunBefore":["get_post_find_leads_scout_registry","launch_lead_fit_builder_after_filter_choice","save_rubrics"]},{"tool":"get_post_find_leads_scout_registry","purpose":"load canonical post-lead worker names only after the user has chosen filters"},{"action":"launch_lead_fit_builder_after_filter_choice","mode":"parallel_when_host_supports_subagents","target":"post-find-leads-filter-scout","inputs":["campaignId","campaignBrief","selectedLeadListId","workflowTableId","reviewBatchRowIds/hash","filterChoice"],"stateSource":"live campaign/table","debugFilesOptionalOnly":true},{"action":"launch_message_draft_builder_after_filter_decision","mode":"parallel_when_host_supports_subagents","target":"post-find-leads-message-scout","when":"filters_enabled","doesNotQueueCells":true,"customerNarration":"Say message agent is drafting."},{"action":"save_filter_rubrics_to_campaign","tool":"save_rubrics","when":"filters_enabled and rubrics are production-shaped","requiredFields":["campaignOfferId","leadScoringRubrics"],"writesCampaignState":"leadScoringRubrics","requiredSideEffects":{"enableICPFilters":true,"currentStep":"create-icp-rubric","watchNarration.headline":"Filter rules saved for review"}},{"action":"ask_filter_rubric_review_choice","uses":"request_user_input","choices":["Approve filters","Revise filters","Pause"],"purpose":"let the user read saved rubrics before Filter Leads or enrichment","copyMustInclude":["These rules prevent wasted sends before I score/import the list.","Recommended because of the researched ICP, source sample, and repeated false-positive patterns.","one pass example and one block example when available","Approval here means approving filter rules, not message drafts or campaign launch."],"autoSelectIf":"yolo_mode and rubrics are production-shaped"}],"requiredCampaignState":["campaignId","campaignBrief","selectedLeadListId","workflowTableId"],"allowedTools":["get_subskill_prompt","get_subskill_asset","get_post_find_leads_scout_registry","save_rubrics","get_campaign","get_rows_minimal","update_campaign","get_campaign_navigation_state","AskUserQuestion","request_user_input","Task","spawn_agent"],"doNotAllow":["create_campaign","list_senders","import_leads","confirm_lead_list","queue_cells","start_campaign","check_rubric","generate_messages"],"waitFor":["filter_rubrics_approved","revise_leads","revise_rubric","revise_messaging"],"hardRules":["after_save_rubrics_currentStep_must_stay_create-icp-rubric_until_filter_approval","filter_approval_required_before_apply-icp-rubric_or_queue_cells","do_not_move_browser_to_messages_until_filter_leads_step_is_current_or_filters_are_explicitly_skipped","no_post_lead_worker_or_deep_prompt_before_filter_choice","lead_fit_builder_starts_only_after_filters_enabled","msg_draft_after_filter_choice","msg_draft_no_cells"],"transitions":{"filter_rubrics_approved":"message-generation","revise_leads":"find-leads","revise_rubric":"filter-rubric","revise_messaging":"message-generation","confirm_with_user":"message-review"}},{"id":"filter-rubric","label":"Rubric revision","onEnter":[{"tool":"get_subskill_asset","requiredValues":{"subskillName":"create-campaign-v2","assetPath":"references/filter-leads.md"}},{"tool":"save_rubrics","requiredFields":["campaignOfferId","leadScoringRubrics"],"writesCampaignState":"leadScoringRubrics","requiredSideEffects":{"enableICPFilters":true,"currentStep":"create-icp-rubric","watchNarration.headline":"Filter rules saved for review"}},{"action":"ask_filter_rubric_review_choice","uses":"request_user_input","choices":["Approve filters","Revise filters","Pause"],"copyMustInclude":["These rules prevent wasted sends before I score/import the list.","approval object is filter rules only","not campaign launch"],"autoSelectIf":"yolo_mode and rubrics are production-shaped"}],"requiredCampaignState":["campaignId","workflowTableId"],"allowedTools":["get_subskill_asset","save_rubrics","AskUserQuestion","request_user_input"],"doNotAllow":["create_campaign","list_senders","import_leads","confirm_lead_list","update_campaign","queue_cells","start_campaign","check_rubric"],"waitFor":["filter_rubrics_approved","revise_leads","confirm_with_user","auto_continue"],"transitions":{"filter_rubrics_approved":"message-generation","revise_leads":"find-leads","confirm_with_user":"message-generation","auto_continue":"message-generation"}},{"id":"message-generation","label":"Message generation","onEnter":[{"action":"set_message_review_visible_step_by_filter_choice","tool":"update_campaign","branchRules":["yes after filter approval: currentStep=apply-icp-rubric; wait on Filter Leads","no: currentStep=messages; message review"],"watchNarration.stage":"fit-message"},{"action":"run_or_reconcile_message_draft_builder","target":"post-find-leads-message-scout","toolCallRequiredBeforeDraft":["run background post-find-leads-message-scout when available","get_subskill_prompt({ subskillName: \"generate-messages\", offset, limit }) until hasMore=false"],"stateSource":"campaignBrief, source, selectedLeadListId, workflowTableId, execution-slice row ids/hash","outputState":"messageDraftRecommendation"}],"requiredCampaignState":["campaignId","campaignBrief","selectedLeadListId","workflowTableId"],"allowedTools":["get_subskill_prompt","get_campaign","get_rows_minimal","update_campaign","AskUserQuestion","request_user_input"],"toolRules":["Run post-find-leads-message-scout when available; otherwise parent fallback must load get_subskill_prompt({ subskillName: \"generate-messages\" }) from live state.","brief.md, lead-review.md, and lead-sample.json are optional debug context only.","messageDraftRecommendation returns templateRecommendation, tokenFillRules, renderedSample, concerns, status, basisToken, outputAt, outputHash, and error/retry detail.","If campaign/source/table/execution-slice basis does not match, classify the output stale or blocked."],"doNotAllow":["create_campaign","list_senders","save_rubrics","import_leads","confirm_lead_list","queue_cells","start_campaign","generate_messages"],"waitFor":["message_validation_ready","revise_rubric","revise_messaging","confirm_with_user","auto_continue"],"transitions":{"message_validation_ready":"message-review","revise_rubric":"filter-rubric","revise_messaging":"message-generation","confirm_with_user":"message-review","auto_continue":"message-review"}},{"id":"message-review","label":"Message review","onEnter":[{"action":"render_message_review_from_state","requiredState":["campaignBrief","selectedLeadListId","workflowTableId","messageDraftRecommendation"],"requiredVisibleLabels":["## Message Template","## Rendered Example","Good token fill:","My take:","Question: approve-message or revise-messaging?","Recommendation:"],"doNotShowByDefault":["Token Notes","Good omit / fallback","Bad fill to avoid","Token Adherence Table"],"internalPersistenceOnly":["Token Fill Rules","Token Fill Examples","fallback guidance","bad-fill avoidance notes"],"copyMustInclude":["QA receipt before approval","tokens resolved","company/person match","proof claim","prospect angle","language/tone when known","obvious bad fits","Would I take this call?","weak personalization can burn the sender's reputation","full list remains paused"]},{"action":"ask_message_review_choice","uses":"request_user_input","choices":["approve-message","revise-messaging"],"copyMustInclude":["approve the message direction only","not campaign launch","not LinkedIn sender approval"],"autoSelectIf":"yolo_mode and Recommendation is approve-message; revise autonomously when Recommendation is revise-messaging"},{"action":"sync_approved_message_set_to_campaign_brief","tool":"update_campaign_brief","when":"after approve-message","requiredFields":["campaignId","approvedMessageTemplate","Token Fill Rules","Token Fill Examples"],"writesCampaignState":"approvedMessageTemplate"}],"requiredCampaignState":["campaignId","workflowTableId","messageDraftRecommendation"],"allowedTools":["AskUserQuestion","request_user_input","update_campaign_brief","update_campaign","get_rows_minimal"],"doNotAllow":["create_campaign","list_senders","save_rubrics","import_leads","confirm_lead_list","start_campaign"],"waitFor":["message_approved","revise_messaging"],"transitions":{"message_approved":"validate-sample","revise_messaging":"message-generation"}},{"id":"validate-sample","label":"Validate campaign-table execution slice","currentStepValue":"apply-icp-rubric","reference":"references/sample-validation-loop.md","visibleStepRule":"Filter Leads is reached only after saved-filter approval. On approve-message, save the template, refresh apply-icp-rubric narration, then queue bounded Enrich Prospect cells.","onEnter":[{"tool":"update_campaign","requiredValues":{"currentStep":"apply-icp-rubric","watchNarration.stage":"fit-message"},"purpose":"keep the watched UI on Filter Leads while the approved template starts the bounded cascade","watchNarrationRule":"Say the template is saved and Filter Leads is now running the bounded enrichment and scoring pass."},{"tool":"queue_cells","purpose":"queue ICP/enrichment cells for the internal campaign-table execution slice only","requiredFields":["workflowTableId","reviewBatchRowIds","cellTypes"],"targetCountSource":"reviewBatchRowIds.length (default 15)"},{"tool":"wait_for_campaign_table_ready","purpose":"wait_for_review_batch_scoring_cells"},{"tool":"get_rows_minimal","requiredValues":{"includeRows":false},"purpose":"read compact row status only"},{"tool":"wait_for_rubric_results","requiredFields":["workflowTableId","targetCount","minPassedCount"],"requiredValues":{"includeRows":false,"minPassedCount":1},"minPassedCountSource":"firstPassingRowForMessageStart","readVia":"stats_only_tool_result","customerSummaryPattern":["{checked} leads checked","{passed} passed and have draft messages","{blocked} blocked before sending","full list remains paused until approval"]},{"action":"handle_partial_or_timeout_sample","customerStatus":"sample-needs-revision","rule":"Do not repeat waits indefinitely; surface partial status and route to revision.","copyMustInclude":"completed, passed, pending, blocked before sending, and full list remains paused"}],"requiredCampaignState":["campaignId","workflowTableId","approvedMessageTemplate","filterRubricsApproved when enableICPFilters=true"],"allowedTools":["get_subskill_asset","queue_cells","wait_for_campaign_table_ready","get_rows_minimal","wait_for_rubric_results","update_campaign","AskUserQuestion","request_user_input"],"doNotAllow":["import_leads","list_senders","start_campaign","enrich_with_prospeo","bulk_enrich_with_prospeo","check_rubric"],"hardRules":["wait_for_rubric_results_never_retain_rows_payload_in_tail_context","wait_for_rubric_results_targetCount_always_explicit","timeout_never_repeats_without_customer_handoff","timeout_or_underfloor_sample_never_advances_to_settings"],"waitFor":["sample_validated","sample_revision_required"],"transitions":{"sample_validated":"auto-execute-messaging","sample_revision_required":"lead-review","revise_leads":"find-leads","revise_rubric":"filter-rubric","escalation_triggered":"escalation"}},{"id":"auto-execute-messaging","label":"Generate initial campaign-row messages","currentStepValue":"auto-execute-messaging","references":["references/parallel-critique-protocol.md","references/thomas-variant-selection.md","references/thomas-revision-filters.md","references/step-15-re-cascade.md"],"onEnter":[{"tool":"queue_cells","batchSize":100,"when":"any passing row has pending or empty Generate Message cell","cellSource":"pending_generate_message_cells_for_passing_rows using approved_campaign_brief_template"},{"tool":"wait_for_rubric_results","purpose":"wait_for_first_passing_generated_message","requiredValues":{"includeRows":false,"minPassedCount":1,"minMessagesCount":1},"readVia":"stats_only_tool_result"},{"action":"observe_generate_message_results","reference":"references/step-15-re-cascade.md"},{"action":"enforce_token_contract","modeFromConfig":"messaging.tokenContract"},{"action":"optional_critique_pass","enabledFromConfig":"messaging.critique.enabled","plan":"85-03","protocol":"references/parallel-critique-protocol.md","sampleSizeFromConfig":"messaging.critique.sampleSize","budgetUsdCapFromConfig":"messaging.critique.budgetUsdCap","perCriticTimeoutFromConfig":"messaging.critique.perCriticTimeoutSeconds","totalTimeoutFromConfig":"messaging.critique.totalTimeoutSeconds","criticsFromConfig":"messaging.critique.critics","enforceFinalizerPassFromConfig":"messaging.critique.synthesis.enforceFinalizerPass","rejectOnFakeProofFromConfig":"messaging.critique.rejectOnFakeProof","rejectOnUnsupportedTokenFromConfig":"messaging.critique.rejectOnUnsupportedToken","onBudgetTrip":"halt_critique_continue_plain_tail","onPerCriticTimeout":"drop_critic_proceed_with_remaining","onTotalTimeout":"persist_plain_message_for_row","onTokenContractViolation":"persist_plain_message_for_row","onFakeProof":"persist_plain_message_for_row"},{"action":"optional_opus_subset","enabledFromConfig":"messaging.critique.opus.enabled","selection":"references/thomas-variant-selection.md","maxMessagesPerPassFromConfig":"messaging.critique.opus.maxMessagesPerPass","budgetUsdCapFromConfig":"messaging.critique.opus.budgetUsdCap","onOpusBudgetTrip":"halt_opus_continue_non_opus","onOpusTokenContractViolation":"fallback_to_non_opus_rewrite"},{"tool":"update_campaign","requiredValues":{"currentStep":"auto-execute-messaging","watchNarration.stage":"review-ready"},"watchNarrationRule":"Say the first passing generated message is ready in Messages; next is review before Settings."},{"action":"ask_generated_message_review_choice","uses":"request_user_input","choices":["Approve reviewed draft rows and continue to Settings","Revise filters","Revise message template","Pause here"],"copyMustInclude":["approve these draft rows for the next review step","not approving the full campaign launch","not approving the user's LinkedIn account for sending yet","tokens resolved","company/person match","proof claim","prospect angle","language/tone when known","obvious bad fits","Would I take this call?","weak personalization can burn the sender's reputation","full list remains paused"],"autoSelectIf":"yolo_mode and the first passing generated message clears the quality floor"}],"allowedTools":["get_subskill_asset","get_rows_minimal","queue_cells","wait_for_rubric_results","update_campaign","AskUserQuestion","request_user_input"],"doNotAllow":["import_leads","list_senders","start_campaign","generate_messages"],"hardRules":["critique_failure_never_escalates","critique_sample_size_bounded_by_config","first_passing_generated_message_unblocks_review","critics_fixed_at_targeting_copy_voice","synthesis_enforces_phase_84_token_contract","opus_reserved_for_highest_value_subset","proposed_token_never_persisted_in_rewrite"],"waitFor":["generated_messages_approved","sample_revision_required"],"transitions":{"generated_messages_approved":"awaiting-user-greenlight","revise_filters":"filter-rubric","revise_messaging":"message-generation","escalation_triggered":"escalation"}},{"id":"awaiting-user-greenlight","label":"Settings, sender, sequence, and greenlight","currentStepValue":"awaiting-user-greenlight","reference":"references/final-handoff-contract.md","onEnter":[{"tool":"get_campaign","purpose":"verify senderIds and sequence state before final handoff"},{"tool":"list_senders","purpose":"surface available connected senders only at Settings"},{"tool":"update_campaign","requiredValues":{"currentStep":"settings","watchNarration.stage":"review-ready"},"purpose":"park the watched UI on Settings before sender selection","watchNarrationRule":"Say message review is complete and the browser is now on Settings so the user can connect or choose a sender. Include that lead research and filtering already happened outside the user's LinkedIn account, this sender is only used for approved sending after final launch, and no launch happens from Settings."},{"action":"surface_sender_and_slack_handoff","requiredVisibleContent":["connect or select a LinkedIn sender","Lead research and filtering already happened outside your LinkedIn account.","This account is only used for approved sending after final launch.","Nothing sends until the final Start step.","Slack reply review","recommended sequence","final launch confirmation is still ahead"]},{"action":"ask_sender_selection","uses":"request_user_input","singleChoice":true,"choices":["Use this connected sender","Connect a different sender in Settings","Pause here"],"autoSelectIf":"yolo_mode and exactly one safe connected sender is available"},{"action":"attach_selected_sender","tool":"update_campaign","when":"user selected an available connected sender","requiredValues":{"senderIds":["{selectedSenderId}"],"currentStep":"sequence","watchNarration.stage":"review-ready"},"watchNarrationRule":"Say the sender was attached and the browser is moving to Sequence review. Include that the sequence is editable before launch and still not sending until Start."},{"tool":"attach_recommended_sequence","when":"after senderIds are attached","requiredValues":{"campaignId":"{campaignId}","currentStep":"send","watchNarration.stage":"review-ready"},"watchNarrationRule":"The sequence tool owns the visible beat: say the recommended follow-up sequence is attached, the browser is now on final launch review, and the next action is final launch greenlight. Include that it is still not sending until Start. Do not follow with a separate step-only update_campaign fixup."},{"action":"ask_final_launch_greenlight","uses":"request_user_input","singleChoice":true,"choices":["Start campaign","Review campaign first","Pause here"],"copyMustInclude":["quality confidence means sample messages and prospect angle were checked","launch confidence means sender, sequence, and Start are ready","approved messages begin sending according to the sequence","replies and meetings follow connected settings","you can monitor and pause","no hidden extra approval disappears after clicking Start"],"onUserStart":"claude-greenlight","neverAutoSelectInYolo":true}],"allowedTools":["get_campaign","get_campaign_navigation_state","list_senders","update_campaign","attach_recommended_sequence","AskUserQuestion","request_user_input"],"doNotAllow":["start_campaign","import_leads"],"autoStart":false,"watchRequired":true,"waitFor":["sender_connection_required","sender_attached","sequence_attached","ready_to_launch","user_greenlight","ui_start_detected"],"transitions":{"sender_connection_required":"awaiting-user-greenlight","sender_attached":"awaiting-user-greenlight","sequence_attached":"awaiting-user-greenlight","ready_to_launch":"awaiting-user-greenlight","user_greenlight":"claude-greenlight","ui_start_detected":"running"}},{"id":"claude-greenlight","label":"Explicit launch","reference":"references/final-handoff-contract.md","onEnter":[{"tool":"get_campaign","purpose":"detect_already_running"},{"action":"verify_sequence_and_current_step_before_start","requiredState":["workflowTableId","senderIds","sequenceTemplate","at least one approved generated message","currentStep in awaiting-user-greenlight|claude-greenlight|send"]},{"tool":"start_campaign","requiredFields":["campaignId"],"persistsCurrentStep":"running","watchNarrationRule":"After start_campaign succeeds, the running state must say the final greenlight was accepted, the campaign is now live/running, and the user can watch progress from the campaign."}],"allowedTools":["get_campaign","attach_recommended_sequence","start_campaign","AskUserQuestion","request_user_input"],"watchRequired":true,"waitFor":"campaign_started","transitions":{"campaign_started":"running"}},{"id":"running","label":"Campaign is live","currentStepValue":"running","onEnter":[{"action":"surface_watch_link"},{"action":"surface_campaign_live_confirmation"}],"allowedTools":["get_campaign","AskUserQuestion","request_user_input"],"doNotAllow":["start_campaign"],"terminal":true},{"id":"escalation","label":"Escalation","reference":"references/escalation-ladder.md","allowedTools":["AskUserQuestion","request_user_input"],"doNotAllow":["start_campaign","import_leads"],"transitions":{"revise_brief":"brief-interview","revise_leads":"find-leads","revise_rubric":"filter-rubric","revise_messaging":"message-generation","abort":"abort"}},{"id":"abort","label":"Abort","allowedTools":["AskUserQuestion","request_user_input"],"terminal":true}]}

package/skills/create-campaign-v2/references/filter-leads.md

@@ -12,17 +12,20 @@ production rubrics, and protect the user from replies they would not want to
 take. It should not re-run sourcing, create a second source plan, or build a
 large scoring framework.
 
-## Source Scouting Framing
-
-Use "source scouting" for the pre-import source decision. Do not say "testing
-sources" in first-time-facing copy. Explain the decision the user is approving:
-which source is being tried, why it was recommended from the research, the
-precision/scale tradeoff, what evidence quality it should prove, and what safe
-bounded pilot volume looks like.
-
-Source-scouting approval authorizes scouting/search only. It does not approve
-lead import, filtering, messaging, sequence, sender selection, or sending.
-Keep detailed LinkedIn account-safety reassurance for the sender/settings step.
+## Source Plan Framing
+
+Keep "source scouting" as an internal term. In first-time-facing copy, describe
+the work as finding the best places to find buyers or finding where the right
+buyers are already talking. Do not frame this as an experiment with sources.
+Explain the decision the user is approving: which source is being tried, why it
+was recommended from the research, the precision/scale tradeoff, what evidence
+quality it should prove, and what safe bounded pilot volume looks like.
+
+The source-plan approval only authorizes that search. Say it plainly: "This
+only approves me to look for the best places to find buyers. I won't add leads
+yet." It does not approve lead import, filtering, messaging, sequence, sender
+selection, or sending. Keep detailed LinkedIn account-safety reassurance for the
+sender/settings step.
 
 ## Filter Approval Framing
 

package/skills/create-campaign-v2/references/final-handoff-contract.md

@@ -37,7 +37,9 @@ order (all before waiting for the user):
    replies and approvals need a channel the team will monitor.
    Before asking the user to connect or select a sender, include this sender
    safety contract: lead research and filtering already happened outside the
-   user's LinkedIn account; the connected sender is not used for source scouting, scraping, or filtering; this account is only used for approved sending after final launch; final launch approval still happens at the Start step.
+   user's LinkedIn account; the connected sender is not used for finding buyers,
+   scraping, or filtering; this account is only used for approved sending after
+   final launch; final launch approval still happens at the Start step.
 5. If no connected sender exists, surface the campaign Settings link
    `/campaign-builder/{campaignId}/settings?mode=claude`, tell the user to
    connect a sender there, and STOP. Do not attach sequence and do not start.

package/skills/create-campaign-v2/references/watch-guide-narration.md

@@ -43,8 +43,9 @@ states.
 - Treat `safety` as optional internal context, not a visible disclaimer.
 - Do not repeat long negative lists like "no leads import, no enrichment, no
   messages, no sequence, no sending" in routine watch copy. Prefer one concise
-  gate phrase only when it matters: "Approval covers scouting/search only" or
-  "Next gate: selected-post scrape."
+  gate phrase only when it matters: "This only approves me to look for the best
+  places to find buyers. I won't add leads yet." or "Next gate: selected-post
+  scrape."
 - Do not invent time estimates.
 
 ## Stages

package/skills/create-campaign-v2/references/watch-link-handoff.md

@@ -33,21 +33,22 @@ useful brief instead of an empty campaign.
 Example skeleton:
 
 ```text
-I created the campaign shell with the brief already in it.
-You and I will keep building the campaign in this chat. You can watch it come
-together in real time here:
+Campaign shell is ready with the brief. We'll keep building the campaign in
+this chat, and I'll ask for your approval whenever I need your expertise or
+taste before moving forward.
 
-You can still ask me to change anything here. I’ll ask for your approval
-whenever I need your expertise or taste before moving forward.
+You can watch it come together in real time here:
+
+Send changes here in chat.
 
 Watch link: [Open campaign]({watchUrl})
 
+Next, we'll find where the right buyers are already talking.
+
 Now ask the brief approval question. Do not show the approve/revise question
 panel until the full brief content and this `Watch link:` line have appeared in
 normal chat text. A summary such as "the brief is visible there" is not enough
 for approval.
-
-Cool, let's find leads.
 ```
 
 Atomic-mint legacy orientation:

package/skills/find-leads/SKILL.md

@@ -133,8 +133,8 @@ The kickoff doc is the resume surface. Re-open it before repeating discovery wor
   call, show the user a compact source plan and get approval. The plan must say
   which campaign-specific options are plausible, which lane you recommend
   first, the exact evidence you expect to test for this ICP/offer, what
-  fallback lane you will use if the evidence is thin, and that approval
-  authorizes scouting/search only.
+  fallback lane you will use if the evidence is thin, and that approval only
+  lets you look for the best places to find buyers. No leads are added yet.
 - When enough context exists, try 1-2 alternate hypotheses if the first lane is too weak or noisy.
 - Directional preview does not require a sender, campaign, or selected lead list. Start with count/sample exploration first; only attach searches to a campaign when the user is ready to import.
 - If the user already has a LinkedIn-profile CSV, treat that as a direct lead-list path and skip discovery.