@sellable/mcp 0.1.168 → 0.1.169

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
package/package.json CHANGED
@@ -1,6 +1,6 @@
1
1
  {
2
2
  "name": "@sellable/mcp",
3
- "version": "0.1.168",
3
+ "version": "0.1.169",
4
4
  "type": "module",
5
5
  "description": "Sellable MCP server for Claude Code and Codex campaign workflows",
6
6
  "main": "dist/index.js",
@@ -128,28 +128,46 @@ signals, cleanup risk, and confidence basis. If a user asks for a forecast,
128
128
  label it explicitly as not estimated from this run.
129
129
 
130
130
  Before any provider prompt, search, source scout, or signal-discovery call, show
131
- one source-plan gate and ask for approval. The plan must be visible before the
132
- question, and this first approval only authorizes finding the best places to
133
- look for buyers. It does not add anyone to the campaign yet. The gate should
134
- say:
135
-
136
- - given this campaign, the viable source options
137
- - the recommended first lane
138
- - why that lane fits the buyer, offer, and likely public activity
139
- - what will be tested next
140
- - the fallback lane if relevant posts or ICP engagement look thin
131
+ one source-plan gate and ask for approval. Write this like a fifth grader could
132
+ understand it: short sentences, no internal labels, and no GTM shorthand. The
133
+ plan must be visible before the question, and this first approval only
134
+ authorizes finding the best places to look for buyers. It does not add anyone
135
+ to the campaign yet. The gate should say:
136
+
137
+ - the buyer groups or places we could check
138
+ - the best place to start
139
+ - why the right buyers are likely to be there
140
+ - what signs the next search will check
141
+ - where you'll look next if the first place is too thin
141
142
  - what approval covers in one concise customer-facing line, such as "This only
142
- approves me to look for the best places to find buyers. I won't add leads
143
+ approves me to look for the best places to find buyers. I won't add anyone
143
144
  yet."
144
145
 
146
+ Use a customer-facing shape like:
147
+
148
+ ```text
149
+ ## Find Buyers Plan
150
+
151
+ I recommend starting with people already talking on LinkedIn about [plain
152
+ topic]. That should help us find buyers who already care about [plain pain].
153
+
154
+ I'll check whether there are enough good-fit people there. If not, I'll try
155
+ [plain fallback] next.
156
+
157
+ Approving this means I can look for the best places to find buyers. I won't add
158
+ anyone to the campaign yet.
159
+ ```
160
+
145
161
  Do not surface blanket source heuristics as product copy. Make the
146
162
  recommendation specific to the campaign. If LinkedIn engagement is recommended,
147
163
  name the exact post themes you will search in plain language, such as "Power BI
148
164
  dashboards they don't trust" or "teams trying to agree on the right KPIs."
149
- Avoid using "Signal Discovery" or "source scouting" in customer-facing chat;
150
- those are internal labels. If relevant public conversations look unlikely,
151
- recommend the specific Sales Nav or Prospeo lane instead and say why. Do not
152
- call `search_signals`, `search_sales_nav`,
165
+ Avoid using "Signal Discovery", "source scouting", "lane", "provider",
166
+ "precision/scale tradeoff", "evidence quality", "pilot volume", or "ICP" in
167
+ customer-facing chat; those are internal labels. If relevant public
168
+ conversations look unlikely, recommend the specific Sales Nav or Prospeo path
169
+ instead and explain it in plain words once. Do not call `search_signals`,
170
+ `search_sales_nav`,
153
171
  `search_prospeo`,
154
172
  `fetch_post_engagers`, or provider-scoped subagents until the user approves this
155
173
  source plan or explicitly chooses a different source.
@@ -72,13 +72,13 @@ What is your LinkedIn profile URL? If you do not have it handy, send your compan
72
72
  After the user pastes a URL/domain, retain it as `senderLinkedinUrl` or the
73
73
  resolved `clientProspectId` input for `create_campaign`. Use one lightweight
74
74
  profile/company lookup before strategy questions, then say that public research
75
- may be stale and invite the user to correct it. Ask whether they already know
76
- the offer for this campaign, want Sellable's researched recommendation, or want
77
- to shape one together before buyer/offer/proof hardens. If multiple product
78
- lines or offers are plausible, ask one campaign-focus choice before the brief.
75
+ may be stale and invite the user to correct it. Ask whether they know the offer,
76
+ want Sellable's researched recommendation, or want to shape one together before
77
+ buyer/offer/proof hardens. If multiple product lines or offers are plausible,
78
+ ask one campaign-focus choice before the brief.
79
79
 
80
- Do not call `list_senders`, do not infer the campaign from connected senders,
81
- and do not show a sender picker during setup. Sender availability belongs only
80
+ Do not call `list_senders`, infer the campaign from connected senders, or show
81
+ a sender picker during setup. Sender availability belongs only
82
82
  to Settings after message approval and campaign setup validation.
83
83
 
84
84
  Use `research-sender` for concise identity/proof research and call
@@ -171,28 +171,31 @@ Sales Nav is a LinkedIn activity/referral fallback rather than the main hiring
171
171
  filter.
172
172
 
173
173
  Before any provider prompt, search, source scout, or signal-discovery call, show
174
- one source-plan gate and ask for approval. The gate must include the plan before
175
- the question, and this first approval only authorizes finding the best places to
176
- look for buyers. It does not add anyone to the campaign yet:
177
-
178
- - given this campaign, the viable source options
179
- - the recommended first lane
180
- - why that lane fits the buyer, offer, and likely public activity
181
- - what will be tested next
182
- - the fallback lane if relevant posts or ICP engagement look thin
183
- - one concise customer-facing line, such as "This only approves me to look for
184
- the best places to find buyers. I won't add leads yet."
174
+ one source-plan gate and ask for approval. Use `## Find Buyers Plan`. The gate
175
+ must include the plan before the question, and this first approval only
176
+ authorizes finding the best places to look for buyers. It does not add anyone
177
+ to the campaign yet. Write short, plain sentences:
178
+
179
+ - the buyer groups or places we could check
180
+ - the best place to start
181
+ - why the right buyers are likely to be there
182
+ - what signs the next search will check
183
+ - where you'll look next if the first place is too thin
184
+ - one concise line: "This only approves me to look for the best places to find
185
+ buyers. I won't add anyone yet."
185
186
 
186
187
  Do not surface blanket source heuristics as product copy. Make the recommendation
187
188
  specific to the campaign. If LinkedIn engagement is recommended, name the exact
188
189
  post themes you will search in plain language, such as "Power BI dashboards
189
190
  they don't trust" or "teams trying to agree on the right KPIs." Avoid using
190
- "Signal Discovery" or "source scouting" in customer-facing chat; those are
191
- internal labels. If the campaign
192
- looks unlikely to have relevant public conversations, recommend the specific
193
- Sales Nav or Prospeo lane instead and say why. An approval like "Approve Prospeo
194
- plan" satisfies this gate; persist the provider and search next. Do not ask a
195
- second source-plan question. Do not call `search_signals`, `search_sales_nav`,
191
+ "Signal Discovery", "source scouting", "lane", "provider",
192
+ "precision/scale tradeoff", "evidence quality", "pilot volume", or "ICP" in
193
+ customer-facing chat; those are internal labels. If the campaign looks unlikely
194
+ to have relevant public conversations, recommend the specific Sales Nav or
195
+ Prospeo path instead and explain it in plain words once. An approval like
196
+ "Approve Prospeo plan" satisfies this gate; save that approved path and search
197
+ next. Do not ask a second source-plan question. Do not call `search_signals`,
198
+ `search_sales_nav`,
196
199
  `search_prospeo`,
197
200
  `fetch_post_engagers`, or provider-scoped subagents until the user approves this
198
201
  source plan or explicitly chooses a different source.
@@ -220,15 +223,15 @@ Prospeo, name the specific search/import lane and source lead count. Do not call
220
223
 
221
224
  For Sales Nav and Prospeo, do not ask to import only the internal 15-row
222
225
  campaign-table execution slice at the source-action gate. First-page samples are
223
- source math: sampled fit after cleanup, projected good-fit prospects, and
224
- whether the lane clears the campaign target. Once it clears, ask approval to
225
- materialize the source list with `targetLeadCount` around 1,000 source contacts
226
- by default. After that, `confirm_lead_list({ reviewBatchLimit: 15 })` copies
226
+ source math: sampled fit, projected good-fit prospects, and whether the path
227
+ clears the target. Once it clears, ask approval for a source list with
228
+ `targetLeadCount` around 1,000 contacts by default. After that,
229
+ `confirm_lead_list({ reviewBatchLimit: 15 })` copies
227
230
  confirmed source rows into the campaign table and returns the initial
228
231
  campaign-table execution slice row ids for filter and message setup.
229
232
 
230
233
  After the user approves this concrete source-action gate, do not show the
231
- Source Recommendation again and do not ask another source approval question.
234
+ Source Recommendation again or ask another source approval question.
232
235
  Acknowledge once, then call `import_leads` immediately with the approved source
233
236
  math. For Sales Nav/Prospeo, pass `targetLeadCount` as the approved source-list
234
237
  export count, not the campaign execution-slice size. For Signal Discovery, pass
@@ -232,13 +232,16 @@ setting: `~/.codex/config.toml` with
232
232
  ## Approval Ethic
233
233
 
234
234
  Lead sourcing has two approvals. First, before any provider prompt/search/scout
235
- call, give the user a compact source plan: "given this campaign, these are the
236
- real options, I recommend this first lane, here is why, here is the fallback if
237
- the evidence is thin." Ask them to approve that plan or choose a different
238
- source. Use plain customer language for the boundary: "This only approves me to
239
- look for the best places to find buyers. I won't add leads yet." Second, after
240
- the source evidence exists, show counts, samples, fit math, cleanup risk, and
241
- ask for source approval before import.
235
+ call, give the user a compact source plan in grade-5 language: "here are the
236
+ places we could look, I recommend starting here, here is why, and here is where
237
+ I'll look next if this is too thin." Ask them to approve that plan or choose a
238
+ different source. Use plain customer language for the boundary: "This only
239
+ approves me to look for the best places to find buyers. I won't add anyone
240
+ yet." Customer-facing source-plan copy must avoid "lane", "provider",
241
+ "source scouting", "precision/scale tradeoff", "evidence quality",
242
+ "pilot volume", and "ICP". Second, after the source evidence exists, show
243
+ counts, samples, fit math, cleanup risk, and ask for source approval before
244
+ import.
242
245
 
243
246
  For LinkedIn engagement, the second gate is not "approve source" in the abstract.
244
247
  It is a concrete scrape approval: show a compact `## Source Recommendation`
@@ -255,13 +258,14 @@ one sentence and call `import_leads` for the approved source immediately.
255
258
  ## Parallelism + Naming
256
259
 
257
260
  Source selection is sequential by default. Start with the first recommended
258
- source lane from `flow.v2.json`; for the current campaign shape that is usually
259
- LinkedIn engagement. Only try the next fallback after the
260
- current lane is not viable, the user asks for a comparison, or the first lane is
261
- borderline and needs a second source to avoid a bad recommendation. The fallback
262
- order must stay plain: use Sales Nav to find ICP people who are actively posting
263
- on LinkedIn; if that is not enough, search Sales Nav by titles; if that is still
264
- not enough, use Prospeo for a broader account/contact path.
261
+ place to look from `flow.v2.json`; for the current campaign shape that is
262
+ usually LinkedIn engagement. Only try the next fallback after the current place
263
+ is not viable, the user asks for a comparison, or the first place is borderline
264
+ and needs a second source to avoid a bad recommendation. The fallback order must
265
+ stay plain in customer copy: first check people talking on LinkedIn, then people
266
+ with the right titles who recently posted on LinkedIn, then people with the
267
+ right titles from a broader LinkedIn search, then a broader company and contact
268
+ search.
265
269
  Use a 10% planning floor after conservative cleanup. If LinkedIn engagement falls
266
270
  below that floor, move to Sales Nav. If Sales Nav falls below that floor after
267
271
  reasonable refinement, move to Prospeo. Prospeo is the terminal fallback; if it
@@ -1 +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 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}]}
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 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":"Find buyers plan approval","mustHappenBefore":["get_provider_prompt","search_signals","search_sales_nav","search_prospeo","fetch_post_engagers","source-scout dispatch"],"show":["buyer groups or places we could check","best place to start","why the right buyers are likely to be there","what signs the next search will check","where to look next if the first place is too thin","what approval authorizes"],"approvalAuthorizes":"looking for the best places to find buyers; no one added yet","explanationMustInclude":["where the right buyers are already talking","why that place fits this campaign","enough good-fit people","what counts as a good sign","where to look next if thin","I won't add anyone yet"],"yoloMode":{"autoApproveRecommendedLane":true,"mustShowAssumedChoice":true,"pauseIfConfidenceLow":true},"customerLanguage":{"readability":"grade-5","requiredHeading":"Find Buyers Plan","prefer":["place to look","best place to start","good-fit buyers","talking about this problem","I won't add anyone yet"],"avoid":["lane","source scouting","provider","precision/scale tradeoff","evidence quality","pilot volume","ICP"],"example":"I recommend starting with people already talking on LinkedIn about [plain topic]. That should help us find buyers who already care about [plain pain]. If this is too thin, I'll try [plain fallback] next. Approving this means I can look for the best places to find buyers. I won't add anyone to the campaign yet."}},"defaultWhenSourceUnspecified":["signal-discovery","sales-nav-recent-active","sales-nav-general","prospeo"],"userFacingFallbackOrder":["LinkedIn posts where the right buyers are already talking","people with the right titles who recently posted on LinkedIn","people with the right titles from a broader LinkedIn search","a broader company and contact search"],"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 where to find buyers","watchNarration.visibleState":"The app is showing source selection before lead finding starts.","watchNarration.agentIntent":"Codex is explaining where it recommends looking first and where it will look next if that is too thin.","watchNarration.nextAction":"Approve where to look first or choose another place","watchNarration.safety":"Only deciding where to look. No one is 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 buyer groups or places for this campaign","best place to start","why the right buyers are likely to be there","what signs the next search will check","where to look next if the first place is too thin","what approval authorizes"],"choices":["Start with LinkedIn posts","Start with active LinkedIn profiles","Start with company/contact search","Choose a different place","Pause here"],"approvalChoiceLabelsByProvider":{"signal-discovery":"Start with LinkedIn posts","sales-nav":"Start with active LinkedIn profiles","prospeo":"Start with company/contact search"},"approvalState":"source_lane_approved","copyMustAvoid":["lane","source scouting","provider","precision/scale tradeoff","evidence quality","pilot volume","ICP"],"copyMustInclude":["Find Buyers Plan","best place to start","I won't add anyone"]},{"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 place","watchNarration.safety":"Looking only. No one is added yet."},"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}]}
@@ -17,15 +17,19 @@ large scoring framework.
17
17
  Keep "source scouting" as an internal term. In first-time-facing copy, describe
18
18
  the work as finding the best places to find buyers or finding where the right
19
19
  buyers are already talking. Do not frame this as an experiment with sources.
20
- Explain the decision the user is approving: which source is being tried, why it
21
- was recommended from the research, the precision/scale tradeoff, what evidence
22
- quality it should prove, and what safe bounded pilot volume looks like.
20
+ Write this like a fifth grader could understand it: short sentences, no
21
+ internal labels, and no GTM shorthand. Explain the decision the user is
22
+ approving: the buyer groups or places we could check, the best place to start,
23
+ why the right buyers are likely to be there, what signs the next search will
24
+ check, and where you'll look next if the first place is too thin.
23
25
 
24
26
  The source-plan approval only authorizes that search. Say it plainly: "This
25
- only approves me to look for the best places to find buyers. I won't add leads
27
+ only approves me to look for the best places to find buyers. I won't add anyone
26
28
  yet." It does not approve lead import, filtering, messaging, sequence, sender
27
- selection, or sending. Keep detailed LinkedIn account-safety reassurance for the
28
- sender/settings step.
29
+ selection, or sending. Avoid "Signal Discovery", "source scouting", "lane",
30
+ "provider", "precision/scale tradeoff", "evidence quality", "pilot volume",
31
+ and "ICP" in customer-facing source-plan copy. Keep detailed LinkedIn
32
+ account-safety reassurance for the sender/settings step.
29
33
 
30
34
  ## Filter Approval Framing
31
35
 
@@ -130,11 +130,12 @@ The kickoff doc is the resume surface. Re-open it before repeating discovery wor
130
130
  - If the user is explicit about the goal, route from that goal first.
131
131
  - If the user is not explicit, infer the first hypothesis from the brief, then validate it with sample probes before recommending a lane.
132
132
  - Before the first provider prompt, search, source scout, or signal-discovery
133
- call, show the user a compact source plan and get approval. The plan must say
134
- which campaign-specific options are plausible, which lane you recommend
135
- first, the exact evidence you expect to test for this ICP/offer, what
136
- fallback lane you will use if the evidence is thin, and that approval only
137
- lets you look for the best places to find buyers. No leads are added yet.
133
+ call, show the user a compact source plan and get approval. Write it in plain
134
+ customer language: which buyer groups or places you could check, the best
135
+ place to start, why the right buyers are likely to be there, what signs the
136
+ next search will check, where you'll look next if the first place is too thin,
137
+ and that approval only lets you look for the best places to find buyers. No
138
+ one is added to the campaign yet.
138
139
  - When enough context exists, try 1-2 alternate hypotheses if the first lane is too weak or noisy.
139
140
  - 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.
140
141
  - If the user already has a LinkedIn-profile CSV, treat that as a direct lead-list path and skip discovery.