@sellable/mcp 0.1.180 → 0.1.181

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.
@@ -138,8 +138,8 @@ export async function getAuthStatus() {
138
138
  "5) Call `mcp__sellable__wait_for_cli_login({ sessionId })` using the sessionId returned by start_cli_login. " +
139
139
  "6) If the result is `error.type === 'tool_timeout_guard'`, IMMEDIATELY re-call wait_for_cli_login with the SAME sessionId — do not narrate, do not call start_cli_login again. Loop until you get a different result. " +
140
140
  "7) On `ok: true`, the user is signed in and `~/.sellable/config.json` has been written. Branch on `isReturningUser`: " +
141
- "if true, say `You're in.\\n\\nWhat is your LinkedIn profile URL?`; " +
142
- "if false, say `You're set up.\\n\\nWhat is your LinkedIn profile URL?`";
141
+ "if true, say `You're in.\\n\\nWhat is your LinkedIn profile URL or handle?`; " +
142
+ "if false, say `You're set up.\\n\\nWhat is your LinkedIn profile URL or handle?`";
143
143
  if (error instanceof SellableApiError && error.isAuthError) {
144
144
  return {
145
145
  ...base,
@@ -270,7 +270,7 @@ export async function bootstrapCreateCampaign(input = {}) {
270
270
  ? resumeDetected
271
271
  ? `Bootstrap complete.${workspaceNotice} Resume from campaign state and navigation diagnostics first; treat local draft artifacts as debug-only evidence. Then load ${createCampaignSubskill?.name ?? "create-campaign"} instructions with get_subskill_prompt({ subskillName: "${createCampaignSubskill?.name ?? "create-campaign"}" }); if the response has hasMore=true, continue with nextOffset until hasMore=false.`
272
272
  : flowVersion === "v2"
273
- ? `Bootstrap complete.${workspaceNotice} Load the compact create-campaign-v2 entry prompt once with get_subskill_prompt({ subskillName: "create-campaign-v2" }); load flow/reference assets lazily only when that stage needs them. Preserve the pre-intake sequence: confirm auth/workspace status, ask only for the LinkedIn profile URL, require that URL before continuing, run lightweight profile/company lookup, then ask the target, offer, credibility, and prospect-source setup questions. Do not call list_senders or sender discovery during setup; sender availability belongs only to Settings after message approval. Then write the campaign brief, call create_campaign once to mint the watchable shell, surface the returned watch link, and hand off to lead finding.`
273
+ ? `Bootstrap complete.${workspaceNotice} Load the compact create-campaign-v2 entry prompt once with get_subskill_prompt({ subskillName: "create-campaign-v2" }); load flow/reference assets lazily only when that stage needs them. Preserve the pre-intake sequence: confirm auth/workspace status, ask only for the LinkedIn profile URL or handle, normalize handles to a full profile URL, require that profile identity before continuing, run lightweight profile/company lookup, then ask the target, offer, credibility, and prospect-source setup questions. Do not call list_senders or sender discovery during setup; sender availability belongs only to Settings after message approval. Then write the campaign brief, call create_campaign once to mint the watchable shell, surface the returned watch link, and hand off to lead finding.`
274
274
  : `Bootstrap complete.${workspaceNotice} Load ${createCampaignSubskill?.name ?? "create-campaign"} instructions with get_subskill_prompt({ subskillName: "${createCampaignSubskill?.name ?? "create-campaign"}" }); if the response has hasMore=true, continue with nextOffset until hasMore=false. Follow that flow before calling create_campaign.`
275
275
  : "Bootstrap incomplete. Resolve blockingErrors and rerun bootstrap_create_campaign before provider/search/import tools.";
276
276
  // Strip prompt body from createCampaignSubskill — it's loaded via the host
@@ -2,6 +2,7 @@ import { getApi } from "../api.js";
2
2
  import { getConfig } from "../auth.js";
3
3
  import { assertCreateCampaignPromptLoaded, assertNetNewCreateCampaignResearchReady, } from "./flow-preflight.js";
4
4
  import { setCampaignInteractionMode, } from "./interaction-mode.js";
5
+ import { isLinkedInProfileInput, normalizeLinkedInProfileInput, } from "./linkedin-url.js";
5
6
  import { fetchCampaignRubrics } from "./processing.js";
6
7
  const LEAD_SOURCE_PROVIDERS = {
7
8
  APOLLO: "apollo-ai",
@@ -39,17 +40,6 @@ export function getCampaignBuilderWatchModeParam() {
39
40
  function buildCampaignBuilderWatchPath(campaignId) {
40
41
  return `/campaign-builder/${campaignId}?mode=${getCampaignBuilderWatchModeParam()}`;
41
42
  }
42
- function isLinkedInProfileUrl(input) {
43
- try {
44
- const url = new URL(input);
45
- const host = url.hostname.toLowerCase();
46
- return ((host === "linkedin.com" || host.endsWith(".linkedin.com")) &&
47
- /^\/in\/[^/]+\/?$/i.test(url.pathname));
48
- }
49
- catch {
50
- return false;
51
- }
52
- }
53
43
  export const campaignToolDefinitions = [
54
44
  {
55
45
  name: "get_campaigns",
@@ -148,7 +138,7 @@ export const campaignToolDefinitions = [
148
138
  {
149
139
  name: "create_campaign",
150
140
  description: 'Create a new campaign offer OR resume an existing one. Low-level write tool: load create-campaign workflow instructions first via get_subskill_prompt({ subskillName: "create-campaign" }) (or bootstrap_create_campaign + nextStep). If campaignId is provided, this tool returns the watchUrl + state for that campaign instead of creating a new campaign.\n\n' +
151
- "INPUTS:\n- Pass either `clientProspectId` (preferred) or `senderLinkedinUrl` for net-new campaigns.\n- `clientProspectId` is the EnrichedProspect row ID for the campaign identity/client prospect, used by ICP scoring, message generation, and brief rendering.\n- `senderLinkedinUrl` may be passed when `clientProspectId` is not yet materialized; the backend will attempt to resolve a campaign identity prospect from it.\n\n" +
141
+ "INPUTS:\n- Pass either `clientProspectId` (preferred) or `senderLinkedinUrl` for net-new campaigns.\n- `clientProspectId` is the EnrichedProspect row ID for the campaign identity/client prospect, used by ICP scoring, message generation, and brief rendering.\n- `senderLinkedinUrl` accepts a full LinkedIn profile URL or a public profile handle (for example, csreyes92) when `clientProspectId` is not yet materialized; the backend will attempt to resolve a campaign identity prospect from it.\n\n" +
152
142
  "PREREQUISITES:\n- If you provide `senderLinkedinUrl`, it is used as a campaign identity bootstrap signal, not as a connected-sender availability check.\n- `clientProspectId` is optional when sender URL is available and allows a direct materialized campaign identity context.\n- `clientProspectId` is preferred for deterministic campaign identity resolution.",
153
143
  inputSchema: {
154
144
  type: "object",
@@ -169,7 +159,7 @@ export const campaignToolDefinitions = [
169
159
  // prospect-side `linkedinUrl` fields used in other tools (research-prospect etc.).
170
160
  senderLinkedinUrl: {
171
161
  type: "string",
172
- description: "Optional campaign identity LinkedIn profile URL. Use when the client prospect ID is not yet materialized and backend bootstrap should be used.",
162
+ description: "Optional campaign identity LinkedIn profile URL or public profile handle. Use when the client prospect ID is not yet materialized and backend bootstrap should be used.",
173
163
  },
174
164
  offerPositioning: {
175
165
  type: "object",
@@ -709,7 +699,7 @@ export async function createCampaign(input) {
709
699
  const hasClientProspectId = typeof input.clientProspectId === "string" &&
710
700
  input.clientProspectId.trim().length > 0;
711
701
  const senderLinkedinUrl = typeof input.senderLinkedinUrl === "string"
712
- ? input.senderLinkedinUrl.trim()
702
+ ? normalizeLinkedInProfileInput(input.senderLinkedinUrl)
713
703
  : "";
714
704
  // For net-new campaigns, require at least one sender identity signal.
715
705
  if (!hasClientProspectId && !senderLinkedinUrl) {
@@ -717,8 +707,8 @@ export async function createCampaign(input) {
717
707
  }
718
708
  // Cheap URL sanity check on senderLinkedinUrl when supplied. This input is a
719
709
  // profile bootstrap fallback; company pages should use clientProspectId.
720
- if (senderLinkedinUrl && !isLinkedInProfileUrl(senderLinkedinUrl)) {
721
- throw new Error("VALIDATION_ERROR: senderLinkedinUrl must be a LinkedIn profile URL like https://www.linkedin.com/in/name/. Company pages require clientProspectId or a discovered profile URL. Got: " +
710
+ if (senderLinkedinUrl && !isLinkedInProfileInput(senderLinkedinUrl)) {
711
+ throw new Error("VALIDATION_ERROR: senderLinkedinUrl must be a LinkedIn profile URL or public profile handle like https://www.linkedin.com/in/name/ or name. Company pages require clientProspectId or a discovered profile URL. Got: " +
722
712
  senderLinkedinUrl);
723
713
  }
724
714
  if (missing.length > 0) {
@@ -0,0 +1,2 @@
1
+ export declare function normalizeLinkedInProfileInput(input: string | null | undefined): string;
2
+ export declare function isLinkedInProfileInput(input: string): boolean;
@@ -0,0 +1,51 @@
1
+ const LINKEDIN_PROFILE_ID_PATTERN = /^[\p{L}\p{N}][\p{L}\p{N}_.\-~]{0,99}$/u;
2
+ function cleanProfileInput(value) {
3
+ return typeof value === "string"
4
+ ? value.trim().replace(/^<|>$/g, "").replace(/^@/, "")
5
+ : "";
6
+ }
7
+ function canonicalProfileUrl(publicIdentifier) {
8
+ return `https://www.linkedin.com/in/${publicIdentifier.replace(/\/+$/g, "")}/`;
9
+ }
10
+ export function normalizeLinkedInProfileInput(input) {
11
+ const value = cleanProfileInput(input);
12
+ if (!value)
13
+ return "";
14
+ const pathOnly = value.match(/^\/?in\/([^/?#\s]+)\/?$/i);
15
+ if (pathOnly?.[1]) {
16
+ return canonicalProfileUrl(pathOnly[1]);
17
+ }
18
+ if (LINKEDIN_PROFILE_ID_PATTERN.test(value)) {
19
+ return canonicalProfileUrl(value);
20
+ }
21
+ const withProtocol = /^https?:\/\//i.test(value)
22
+ ? value
23
+ : /^(?:www\.)?linkedin\.com\//i.test(value)
24
+ ? `https://${value}`
25
+ : value;
26
+ try {
27
+ const url = new URL(withProtocol);
28
+ const host = url.hostname.toLowerCase().replace(/^www\./, "");
29
+ if (host !== "linkedin.com")
30
+ return value;
31
+ const match = url.pathname.match(/^\/in\/([^/]+)\/?$/i);
32
+ if (!match?.[1])
33
+ return value;
34
+ return canonicalProfileUrl(match[1]);
35
+ }
36
+ catch {
37
+ return value;
38
+ }
39
+ }
40
+ export function isLinkedInProfileInput(input) {
41
+ const normalized = normalizeLinkedInProfileInput(input);
42
+ try {
43
+ const url = new URL(normalized);
44
+ const host = url.hostname.toLowerCase();
45
+ return ((host === "linkedin.com" || host.endsWith(".linkedin.com")) &&
46
+ /^\/in\/[^/]+\/?$/i.test(url.pathname));
47
+ }
48
+ catch {
49
+ return false;
50
+ }
51
+ }
@@ -1,4 +1,5 @@
1
1
  import { getApi } from "../api.js";
2
+ import { normalizeLinkedInProfileInput } from "./linkedin-url.js";
2
3
  export const linkedinToolDefinitions = [
3
4
  {
4
5
  name: "fetch_linkedin_posts",
@@ -8,7 +9,7 @@ export const linkedinToolDefinitions = [
8
9
  properties: {
9
10
  linkedinUrl: {
10
11
  type: "string",
11
- description: "Full LinkedIn profile URL",
12
+ description: "LinkedIn profile URL or public profile handle (for example, csreyes92)",
12
13
  },
13
14
  limit: {
14
15
  type: "number",
@@ -52,7 +53,7 @@ export const linkedinToolDefinitions = [
52
53
  properties: {
53
54
  linkedinUrl: {
54
55
  type: "string",
55
- description: "Full LinkedIn profile URL",
56
+ description: "LinkedIn profile URL or public profile handle (for example, csreyes92)",
56
57
  },
57
58
  full: {
58
59
  type: "boolean",
@@ -110,7 +111,7 @@ export const linkedinToolDefinitions = [
110
111
  properties: {
111
112
  linkedin_url: {
112
113
  type: "string",
113
- description: "Full LinkedIn profile URL",
114
+ description: "LinkedIn profile URL or public profile handle (for example, csreyes92)",
114
115
  },
115
116
  max_posts: {
116
117
  type: "number",
@@ -129,7 +130,7 @@ export const linkedinToolDefinitions = [
129
130
  properties: {
130
131
  linkedin_url: {
131
132
  type: "string",
132
- description: "Full LinkedIn profile URL",
133
+ description: "LinkedIn profile URL or public profile handle (for example, csreyes92)",
133
134
  },
134
135
  },
135
136
  required: ["linkedin_url"],
@@ -138,8 +139,9 @@ export const linkedinToolDefinitions = [
138
139
  ];
139
140
  export async function fetchLinkedInPosts(linkedinUrl, limit = 25) {
140
141
  const api = getApi();
142
+ const normalizedLinkedinUrl = normalizeLinkedInProfileInput(linkedinUrl);
141
143
  const params = new URLSearchParams({
142
- linkedinUrl,
144
+ linkedinUrl: normalizedLinkedinUrl,
143
145
  limit: String(limit),
144
146
  });
145
147
  const response = await api.get(`/api/v1/scrape/linkedin/user-posts?${params.toString()}`);
@@ -159,7 +161,8 @@ export async function fetchLinkedInPosts(linkedinUrl, limit = 25) {
159
161
  }
160
162
  export async function fetchLinkedInProfile(linkedinUrl, options = {}) {
161
163
  const api = getApi();
162
- const params = new URLSearchParams({ linkedinUrl });
164
+ const normalizedLinkedinUrl = normalizeLinkedInProfileInput(linkedinUrl);
165
+ const params = new URLSearchParams({ linkedinUrl: normalizedLinkedinUrl });
163
166
  if (options.full) {
164
167
  params.set("full", "true");
165
168
  }
package/package.json CHANGED
@@ -1,6 +1,6 @@
1
1
  {
2
2
  "name": "@sellable/mcp",
3
- "version": "0.1.180",
3
+ "version": "0.1.181",
4
4
  "type": "module",
5
5
  "description": "Sellable MCP server for Claude Code and Codex campaign workflows",
6
6
  "main": "dist/index.js",
@@ -442,38 +442,42 @@ handoff after message approval and the campaign setup validation slice.
442
442
 
443
443
  If the invocation or user answer includes an existing `clientProspectId`, keep
444
444
  it as the preferred `create_campaign` identity input. If it includes a LinkedIn
445
- profile URL, keep that URL as `senderLinkedinUrl` so the backend can
446
- resolve/materialize the sender prospect when the watchable campaign shell is
447
- created. Do not require a connected sender before shell creation.
445
+ profile URL, `/in/...` path, or bare public profile handle like `csreyes92`,
446
+ normalize it to `https://www.linkedin.com/in/{handle}/` and keep that URL as
447
+ `senderLinkedinUrl` so the backend can resolve/materialize the sender prospect
448
+ when the watchable campaign shell is created. Do not require a connected sender
449
+ before shell creation.
448
450
 
449
451
  If the user supplied a LinkedIn profile, website, domain, company name, or
450
452
  explicit client prospect identity in the invocation, do one lightweight lookup
451
453
  first:
452
454
 
453
- - LinkedIn profile: call `mcp__sellable__fetch_linkedin_profile`.
455
+ - LinkedIn profile URL or public profile handle: normalize handles to the full
456
+ profile URL, then call `mcp__sellable__fetch_linkedin_profile`.
454
457
  - Non-profile URLs or company-page inputs are not enough to start this flow; ask
455
- again for the person's LinkedIn profile URL.
458
+ again for the person's LinkedIn profile URL or handle.
456
459
  - Existing client prospect id: use it directly and do one company/profile lookup
457
- only if a LinkedIn profile URL is also available.
460
+ only if a LinkedIn profile URL or handle is also available.
458
461
 
459
462
  Then summarize what you found in one or two lines and ask the user to confirm
460
463
  the current company/focus before continuing. Do not mention connected sender
461
464
  availability in this confirmation.
462
465
 
463
466
  If the user did not provide the launch identity, ask in normal chat for the
464
- LinkedIn profile URL. Do not ask them to choose an input type with the structured
465
- question tool:
467
+ LinkedIn profile URL or handle. Do not ask them to choose an input type with the
468
+ structured question tool:
466
469
 
467
470
  ```text
468
- What is your LinkedIn profile URL?
471
+ What is your LinkedIn profile URL or handle?
469
472
  ```
470
473
 
471
- After the user pastes a LinkedIn profile URL, call
472
- `mcp__sellable__fetch_linkedin_profile` and infer the current or most recent
474
+ After the user pastes a LinkedIn profile URL, `/in/...` path, or bare handle,
475
+ normalize it to `https://www.linkedin.com/in/{handle}/`, call
476
+ `mcp__sellable__fetch_linkedin_profile`, and infer the current or most recent
473
477
  company from the profile. If they paste a non-profile URL or company page
474
- instead, ask again for the person's LinkedIn profile URL. Retain the profile URL as
475
- `senderLinkedinUrl` for `create_campaign`; if a `clientProspectId` is available,
476
- pass that instead.
478
+ instead, ask again for the person's LinkedIn profile URL or handle. Retain the
479
+ normalized profile URL as `senderLinkedinUrl` for `create_campaign`; if a
480
+ `clientProspectId` is available, pass that instead.
477
481
 
478
482
  After the user confirms the company/focus, ask the full setup intake before
479
483
  inferred strategy hardens:
@@ -511,8 +515,8 @@ ask the buyer, offer, proof, or lead-source setup questions again unless a
511
515
  required field is missing, the supplied inputs conflict, or the campaign focus is
512
516
  genuinely ambiguous. It is fine to include an explicit assumption line in the
513
517
  brief; the approval gate lets the user revise it.
514
- Before the brief, show: "Accepted LinkedIn input: the LinkedIn profile URL was
515
- the required identity input. Offer path: supplied current offer or Sellable's
518
+ Before the brief, show: "Accepted LinkedIn input: normalized to the required
519
+ LinkedIn profile URL. Offer path: supplied current offer or Sellable's
516
520
  researched recommendation; you can replace it with your current offer."
517
521
 
518
522
  ### YOLO Mode
@@ -522,9 +526,10 @@ If the invocation or any later user message explicitly asks for "yolo mode",
522
526
  me", "use best estimates", or "just run it", enable YOLO mode for the rest of
523
527
  the run. Treat YOLO as `interactionMode: "autonomous"` plus an intake policy:
524
528
 
525
- - If the campaign subject is missing, ask only for the LinkedIn profile URL in
526
- normal chat; do not continue from a non-profile URL and do not ask buyer, offer,
527
- proof, source, or filter setup questions before the LinkedIn URL.
529
+ - If the campaign subject is missing, ask only for the LinkedIn profile URL or
530
+ handle in normal chat; do not continue from a non-profile URL and do not ask
531
+ buyer, offer, proof, source, or filter setup questions before the LinkedIn
532
+ identity input.
528
533
  - Treat any freeform directions already provided, or added later by the user, as
529
534
  operator directions for the rest of the run. If directions conflict, the newest
530
535
  user direction wins.
@@ -684,7 +689,7 @@ updates.
684
689
  You're in — {activeWorkspaceName} workspace, ready to roll.
685
690
  ```
686
691
 
687
- What is your LinkedIn profile URL?
692
+ What is your LinkedIn profile URL or handle?
688
693
 
689
694
  ````
690
695
 
@@ -694,15 +699,16 @@ updates.
694
699
  ```text
695
700
  You're set up — your {activeWorkspaceName} workspace is ready.
696
701
 
697
- What is your LinkedIn profile URL?
702
+ What is your LinkedIn profile URL or handle?
698
703
  ````
699
704
 
700
705
  No other lines. No "all set", no "signed in", no other acknowledgement.
701
706
 
702
- After the user pastes the LinkedIn profile URL, proceed with the
703
- identity-first campaign setup in the v2 subskill prompt. Resolve it with
704
- `fetch_linkedin_profile` and mark the client/company research gate with
705
- `complete_sender_research` when that protocol is required.
707
+ After the user pastes the LinkedIn profile URL or handle, proceed with the
708
+ identity-first campaign setup in the v2 subskill prompt. Normalize handles
709
+ to a full profile URL, resolve it with `fetch_linkedin_profile`, and mark
710
+ the client/company research gate with `complete_sender_research` when that
711
+ protocol is required.
706
712
 
707
713
  3. If auth is not OK with `error.type === "workspace"` (token valid, no active
708
714
  workspace), stop and show the returned guidance — that's not a fresh-user
@@ -61,14 +61,16 @@ before drafting the brief.
61
61
  First visible request when no identity is known:
62
62
 
63
63
  ```text
64
- What is your LinkedIn profile URL?
64
+ What is your LinkedIn profile URL or handle?
65
65
  ```
66
66
 
67
- Require a LinkedIn profile URL before setup continues. If the user provides
68
- anything else, ask again for the person's LinkedIn profile URL. Retain it as
69
- `senderLinkedinUrl` or resolve `clientProspectId` for `create_campaign`. Run one
70
- lightweight profile/company lookup before strategy questions, then say public
71
- research may be stale and invite corrections.
67
+ Require a LinkedIn profile URL or public profile handle before setup continues.
68
+ If the user provides a bare handle like `csreyes92` or a `/in/...` path,
69
+ normalize it to `https://www.linkedin.com/in/{handle}/`. If the user provides
70
+ anything else, ask again for the person's LinkedIn profile URL or handle. Retain
71
+ the normalized URL as `senderLinkedinUrl` or resolve `clientProspectId` for
72
+ `create_campaign`. Run one lightweight profile/company lookup before strategy
73
+ questions, then say public research may be stale and invite corrections.
72
74
 
73
75
  Restore the full setup intake before the brief. Ask bounded choices for:
74
76
 
@@ -80,8 +82,8 @@ Restore the full setup intake before the brief. Ask bounded choices for:
80
82
  "Use a CSV of LinkedIn profiles", and "Use a CSV of company domains"
81
83
 
82
84
  If setup choices were supplied and questions skipped, show before the brief:
83
- "Accepted LinkedIn input: the LinkedIn profile URL was the required identity
84
- input. Offer path: supplied current offer or Sellable's researched
85
+ "Accepted LinkedIn input: normalized to the required LinkedIn profile URL. Offer
86
+ path: supplied current offer or Sellable's researched
85
87
  recommendation; you can replace it with your current offer."
86
88
 
87
89
  Do not call `list_senders`, infer the campaign from connected senders, or show
@@ -2,11 +2,12 @@
2
2
 
3
3
  ## Role
4
4
 
5
- You are the Sellable campaign GTM engineer and guide. The user is a founder or operator with a campaign idea.
6
- They are not a developer debugging an agent runtime. Your job is to make launching
7
- that idea feel seamless: understand who they are, understand the company, turn
8
- the idea into a brief, find likely responders, draft strong messages, and keep
9
- every meaningful decision approval-gated.
5
+ You are the Sellable campaign GTM engineer and guide. The user is a founder or
6
+ operator who wants help launching their own LinkedIn outbound campaign. They are
7
+ not a developer debugging an agent runtime. Your job is to make launching that
8
+ campaign feel clear and achievable: understand who they are, understand the
9
+ company, turn the idea into a brief, find likely responders, draft strong
10
+ messages, and keep every meaningful decision approval-gated.
10
11
 
11
12
  ## Core Belief
12
13
 
@@ -15,19 +16,24 @@ seeing the machinery. Explain the business decision, the tradeoff, and the next
15
16
  approval. Hide implementation details unless they are needed to unblock setup.
16
17
 
17
18
  Sellable should feel like a capable operator sitting next to the founder: fast,
18
- specific, commercially sharp, and protective of their time.
19
+ specific, commercially sharp, encouraging, and protective of their time.
19
20
 
20
- The user should feel comfortable at every step. If something takes longer than
21
- expected, acknowledge it lightly, explain the business reason for the wait, and
22
- tell them what they will see next.
21
+ The user should feel supported at every step. Make the path to launch feel
22
+ doable without pretending the work is trivial: explain the next business
23
+ decision, show useful judgment, and give them confidence that nothing adds leads
24
+ or sends messages without approval. If something takes longer than expected,
25
+ acknowledge it lightly, explain the business reason for the wait, and tell them
26
+ what they will see next.
23
27
 
24
28
  ## Voice
25
29
 
26
- - Calm, direct, and useful.
30
+ - Calm, direct, useful, and launch-oriented.
27
31
  - Operator language, not agent language.
28
32
  - Short paragraphs, no theatrics.
29
- - Helpful without sounding like support software.
33
+ - Helpful and positive without sounding like support software.
30
34
  - Specific enough that the user trusts the judgment.
35
+ - Make the campaign feel like something they can confidently launch, not a
36
+ technical setup they have to manage.
31
37
  - "I’ll build the brief" beats "I loaded the prompt."
32
38
  - "a couple setup choices" beats "quick question panel" in normal campaign
33
39
  progress.
@@ -43,8 +49,8 @@ tell them what they will see next.
43
49
 
44
50
  ## Customer Mental Model
45
51
 
46
- The customer believes Sellable is helping them launch a campaign. Keep every
47
- turn anchored to that:
52
+ The customer believes Sellable is helping them launch their own LinkedIn
53
+ outbound campaign. Keep every turn anchored to that:
48
54
 
49
55
  1. Confirm who/what company the campaign is for.
50
56
  2. Understand the company, offer, target, proof, and lead-source direction.
@@ -152,15 +158,16 @@ Good opening:
152
158
 
153
159
  ```text
154
160
  I’ll help you launch this as a Sellable campaign. First I’ll research the
155
- person/company this is for, then I’ll turn that into a campaign brief before
156
- lead sourcing or anything can send.
161
+ person/company this is for, then I’ll turn that into a LinkedIn outbound
162
+ campaign brief before lead sourcing or anything can send.
157
163
  ```
158
164
 
159
165
  Good sender/company setup:
160
166
 
161
167
  ```text
162
- I’ll ask for the LinkedIn profile URL first. Then we’ll confirm who to target,
163
- what to offer, what proof to lead with, and how to find prospects.
168
+ I’ll ask for the LinkedIn profile URL or handle first. Then we’ll confirm who to
169
+ target, what to offer, what proof to lead with, and how to find prospects for
170
+ your LinkedIn outbound campaign.
164
171
  ```
165
172
 
166
173
  Bad:
@@ -178,9 +185,9 @@ First I’ll check whether your Sellable token already tells me who you are.
178
185
  Better:
179
186
 
180
187
  ```text
181
- I found Christian Reyes connected here. Is that you, and is this campaign for
182
- Sellable? If not, send the LinkedIn profile URL for the person this campaign is
183
- for.
188
+ I found Christian Reyes connected here. Is that you, and is this LinkedIn
189
+ outbound campaign for Sellable? If not, send the LinkedIn profile URL or handle
190
+ for the person this campaign is for.
184
191
  ```
185
192
 
186
193
  Bad:
@@ -207,7 +214,7 @@ Better:
207
214
  ```text
208
215
  I have enough to draft the campaign brief. I’m turning your answers into the
209
216
  positioning, target, offer, and approval checklist now. You’ll see the brief
210
- before I source any leads.
217
+ before I look for LinkedIn prospects.
211
218
  ```
212
219
 
213
220
  ## Setup Blocker Translation
@@ -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 URL","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 only: \"What is your LinkedIn profile URL?\" If the user provides a non-profile URL, company page, or anything else, ask again for the person's LinkedIn profile URL before strategy questions.","requiresLinkedInProfileUrl":true,"doNotAcceptAsIdentityInput":["non-profile URL","company page","anything other than a LinkedIn profile URL"]},{"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"],"requiredInput":"LinkedIn profile URL"},{"action":"confirm_target_before_strategy_packet","uses":"request_user_input","singleChoice":true,"question":"Who should we target first?","options":["Use Sellable's researched recommendation","Choose a different buyer","I'm not sure yet"],"copyMustInclude":["research basis","recommendation is editable","who to target"],"requiredOption":"Other / custom","neverCollectOpenTextWithStructuredQuestion":true,"skipIf":"user already supplied a clear target or yolo_mode with any reasonable best-estimate target"},{"action":"confirm_current_offer_before_strategy_packet","uses":"request_user_input","question":"What should we pitch to prospects first?","options":["Use Sellable's researched recommendation","Use my current pitch","Shape the pitch together"],"copyMustInclude":["research basis","public LinkedIn research may be stale","recommendation is editable","pitch to prospects"],"skipIf":"user already supplied a clear current offer or yolo_mode with any reasonable researched recommendation"},{"action":"confirm_trust_proof_before_strategy_packet","uses":"request_user_input","singleChoice":true,"question":"What is the strongest credibility signal we can lead with?","options":["Use Sellable's recommended proof","Use customer proof or a case study","Use founder or company credibility"],"copyMustInclude":["build trust with prospects","recommendation is editable","proof to use or avoid"],"requiredOption":"Other / custom","skipIf":"user already supplied clear proof to use or avoid, or yolo_mode with any reasonable researched proof"},{"action":"choose_prospect_source_path_before_strategy_packet","uses":"request_user_input","singleChoice":true,"question":"How should we find prospects?","options":["Find prospects for me","Use a CSV of LinkedIn profiles","Use a CSV of company domains"],"copyMustInclude":["prospects","no one added yet","find prospects for me"],"skipIf":"user already supplied a source path or yolo_mode with any reasonable source path"},{"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":"render_supplied_setup_receipt_before_brief_when_setup_questions_skip","when":"any setup question is skipped because the user already supplied or yolo mode inferred identity, target, offer, proof, or source","output":"normal chat receipt before the campaign brief or watch-link handoff","copyMustInclude":["Accepted LinkedIn input: the LinkedIn profile URL was the required identity input.","Offer path: supplied current offer or Sellable's researched recommendation; you can replace it with your current offer."],"copyMustNotInclude":["Campaign Identity"]},{"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 being built in real time in the app here:","I'll ask for your approval whenever I need your expertise or taste before moving forward.","Send changes here."],"immediateNextMainChatLine":"Next, we'll choose where to find buyers. I won't add anyone yet.","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":["This brief is based on Sellable's research and your answers.","If your site or LinkedIn is stale","Do you agree with this researched campaign direction?"],"copyMustNotInclude":["quoted first-message copy","Message Angle as final proof","This approval covers","does not approve adding people","does not approve scraping posts","selecting a sender","attaching a sequence","Campaign Identity","what should this campaign sell first","sell first","[from you]","[from LinkedIn]","[from website]","[from case study]","[Sellable recommendation]"],"messageHintRule":"If any message-shape hint remains, keep it as non-final bullets and say real examples come after leads are found and filtered.","approvalBoundaryRule":"Keep this gate positive and short. Do not list later steps this approval does not cover; ask approve/revise and then move to choosing where to find buyers.","sectionLabelRule":"Use ## Sender and Company for the person/company context; never render ## Campaign Identity."},{"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 likely prospects","what counts as a good sign","where to look next if thin","I won't add anyone yet","choose where to find buyers"],"yoloMode":{"autoApproveRecommendedLane":true,"mustShowAssumedChoice":true,"pauseIfConfidenceLow":true},"customerLanguage":{"readability":"grade-5","requiredHeading":"Find Buyers Plan","prefer":["place to look","best place to start","people to check","prospects","I won't add anyone yet"],"avoid":["lane","source scouting","provider","precision/scale tradeoff","evidence quality","pilot volume","ICP","workflow pain","lead-source scouting","not importing leads"],"example":"Brief approved. Next, we'll choose where to find buyers. I won't add anyone yet. I recommend starting with people already talking on LinkedIn about [plain topic]. That should help us find people who already care about [plain problem]. If this is too thin, I'll try [plain fallback] next.","termRule":{"buyers":"target market","peopleToCheck":"raw reactions/comments before fit is known","prospects":"likely usable people after fit","leads":"campaign rows"}},"questionOrder":"update_campaign to pick-provider, render ## Find Buyers Plan in normal chat with watch link, then open the structured approval question"},"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":"render_find_buyers_plan_inline","oneShot":true,"requiredPrecondition":"currentStep=pick-provider has been saved with update_campaign","mustHappenAfter":["update_campaign currentStep=pick-provider"],"mustHappenBefore":["ask_find_buyers_plan_choice","get_provider_prompt","search_signals","search_sales_nav","search_prospeo","fetch_post_engagers","source-scout dispatch"],"output":"normal chat text before any request_user_input approval panel","requiredHeading":"Find Buyers Plan","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"],"copyMustInclude":["Find Buyers Plan","best place to start","I won't add anyone","choose where to find buyers","Watch link:","I won't add anyone yet"],"copyMustAvoid":["lane","source scouting","provider","precision/scale tradeoff","evidence quality","pilot volume","ICP","workflow pain","lead-source scouting","not importing leads"],"approvalBoundary":"Explain what approval authorizes before asking: looking for the best places to find buyers; no one is added yet."},{"action":"ask_find_buyers_plan_choice","uses":"request_user_input","oneShot":true,"requiredPrecondition":"render_find_buyers_plan_inline completed in normal chat after pick-provider state was saved","skipIf":"approved or leadSourceProvider or yolo_mode auto-selected source_lane_approved","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","copyMustInclude":["Approve this plan for where to find buyers?","Start with LinkedIn posts"],"mustNotHappenBefore":["render_find_buyers_plan_inline"]},{"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","get_campaign_navigation_state"],"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 in plain language with selected posts, people to check, likely prospects, first review, and fallback","for Signal Discovery: recommended scrape post count and target people-to-check volume","first campaign review 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 will happen after approval"],"copyMustAvoid":["lead-source scouting","source scouting","headline-fit","engagers needed","execution slice","ICP","good buyers","real buyers","This approval covers","It does not approve","does not approve filters","filters, messages, sender selection","sender selection, sequence, or sending"],"approvalBoundaryRule":"Use positive source-action copy only. Include: \"After approval, I will build the source list, add it to the campaign, and review the first 15 leads before we scale.\" Never write \"This approval covers\" or \"It does not approve\" sentences."},{"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 is for the filter rules","Approve these filter rules."],"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","approval is for the filter rules","Approve these filter rules."],"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 this message template and continue","nothing sends from this 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 the reviewed draft rows and continue to Settings","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","nothing sends from this approval"],"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 URL or handle","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 only: \"What is your LinkedIn profile URL or handle?\" If the user provides a bare handle like `csreyes92` or a `/in/...` path, normalize it to `https://www.linkedin.com/in/{handle}/`. If the user provides a non-profile URL, company page, or anything else, ask again for the person's LinkedIn profile URL or handle before strategy questions.","requiresLinkedInProfileUrl":true,"doNotAcceptAsIdentityInput":["non-profile URL","company page","company/name-only input without a profile handle"],"acceptsLinkedInProfileHandle":true,"normalizeLinkedInProfileHandleToUrl":true},{"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"],"requiredInput":"LinkedIn profile URL or handle"},{"action":"confirm_target_before_strategy_packet","uses":"request_user_input","singleChoice":true,"question":"Who should we target first?","options":["Use Sellable's researched recommendation","Choose a different buyer","I'm not sure yet"],"copyMustInclude":["research basis","recommendation is editable","who to target"],"requiredOption":"Other / custom","neverCollectOpenTextWithStructuredQuestion":true,"skipIf":"user already supplied a clear target or yolo_mode with any reasonable best-estimate target"},{"action":"confirm_current_offer_before_strategy_packet","uses":"request_user_input","question":"What should we pitch to prospects first?","options":["Use Sellable's researched recommendation","Use my current pitch","Shape the pitch together"],"copyMustInclude":["research basis","public LinkedIn research may be stale","recommendation is editable","pitch to prospects"],"skipIf":"user already supplied a clear current offer or yolo_mode with any reasonable researched recommendation"},{"action":"confirm_trust_proof_before_strategy_packet","uses":"request_user_input","singleChoice":true,"question":"What is the strongest credibility signal we can lead with?","options":["Use Sellable's recommended proof","Use customer proof or a case study","Use founder or company credibility"],"copyMustInclude":["build trust with prospects","recommendation is editable","proof to use or avoid"],"requiredOption":"Other / custom","skipIf":"user already supplied clear proof to use or avoid, or yolo_mode with any reasonable researched proof"},{"action":"choose_prospect_source_path_before_strategy_packet","uses":"request_user_input","singleChoice":true,"question":"How should we find prospects?","options":["Find prospects for me","Use a CSV of LinkedIn profiles","Use a CSV of company domains"],"copyMustInclude":["prospects","no one added yet","find prospects for me"],"skipIf":"user already supplied a source path or yolo_mode with any reasonable source path"},{"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":"render_supplied_setup_receipt_before_brief_when_setup_questions_skip","when":"any setup question is skipped because the user already supplied or yolo mode inferred identity, target, offer, proof, or source","output":"normal chat receipt before the campaign brief or watch-link handoff","copyMustInclude":["Accepted LinkedIn input: normalized to the required LinkedIn profile URL.","Offer path: supplied current offer or Sellable's researched recommendation; you can replace it with your current offer."],"copyMustNotInclude":["Campaign Identity"]},{"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 being built in real time in the app here:","I'll ask for your approval whenever I need your expertise or taste before moving forward.","Send changes here."],"immediateNextMainChatLine":"Next, we'll choose where to find buyers. I won't add anyone yet.","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":["This brief is based on Sellable's research and your answers.","If your site or LinkedIn is stale","Do you agree with this researched campaign direction?"],"copyMustNotInclude":["quoted first-message copy","Message Angle as final proof","This approval covers","does not approve adding people","does not approve scraping posts","selecting a sender","attaching a sequence","Campaign Identity","what should this campaign sell first","sell first","[from you]","[from LinkedIn]","[from website]","[from case study]","[Sellable recommendation]"],"messageHintRule":"If any message-shape hint remains, keep it as non-final bullets and say real examples come after leads are found and filtered.","approvalBoundaryRule":"Keep this gate positive and short. Do not list later steps this approval does not cover; ask approve/revise and then move to choosing where to find buyers.","sectionLabelRule":"Use ## Sender and Company for the person/company context; never render ## Campaign Identity."},{"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 likely prospects","what counts as a good sign","where to look next if thin","I won't add anyone yet","choose where to find buyers"],"yoloMode":{"autoApproveRecommendedLane":true,"mustShowAssumedChoice":true,"pauseIfConfidenceLow":true},"customerLanguage":{"readability":"grade-5","requiredHeading":"Find Buyers Plan","prefer":["place to look","best place to start","people to check","prospects","I won't add anyone yet"],"avoid":["lane","source scouting","provider","precision/scale tradeoff","evidence quality","pilot volume","ICP","workflow pain","lead-source scouting","not importing leads"],"example":"Brief approved. Next, we'll choose where to find buyers. I won't add anyone yet. I recommend starting with people already talking on LinkedIn about [plain topic]. That should help us find people who already care about [plain problem]. If this is too thin, I'll try [plain fallback] next.","termRule":{"buyers":"target market","peopleToCheck":"raw reactions/comments before fit is known","prospects":"likely usable people after fit","leads":"campaign rows"}},"questionOrder":"update_campaign to pick-provider, render ## Find Buyers Plan in normal chat with watch link, then open the structured approval question"},"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":"render_find_buyers_plan_inline","oneShot":true,"requiredPrecondition":"currentStep=pick-provider has been saved with update_campaign","mustHappenAfter":["update_campaign currentStep=pick-provider"],"mustHappenBefore":["ask_find_buyers_plan_choice","get_provider_prompt","search_signals","search_sales_nav","search_prospeo","fetch_post_engagers","source-scout dispatch"],"output":"normal chat text before any request_user_input approval panel","requiredHeading":"Find Buyers Plan","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"],"copyMustInclude":["Find Buyers Plan","best place to start","I won't add anyone","choose where to find buyers","Watch link:","I won't add anyone yet"],"copyMustAvoid":["lane","source scouting","provider","precision/scale tradeoff","evidence quality","pilot volume","ICP","workflow pain","lead-source scouting","not importing leads"],"approvalBoundary":"Explain what approval authorizes before asking: looking for the best places to find buyers; no one is added yet."},{"action":"ask_find_buyers_plan_choice","uses":"request_user_input","oneShot":true,"requiredPrecondition":"render_find_buyers_plan_inline completed in normal chat after pick-provider state was saved","skipIf":"approved or leadSourceProvider or yolo_mode auto-selected source_lane_approved","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","copyMustInclude":["Approve this plan for where to find buyers?","Start with LinkedIn posts"],"mustNotHappenBefore":["render_find_buyers_plan_inline"]},{"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","get_campaign_navigation_state"],"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 in plain language with selected posts, people to check, likely prospects, first review, and fallback","for Signal Discovery: recommended scrape post count and target people-to-check volume","first campaign review 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 will happen after approval"],"copyMustAvoid":["lead-source scouting","source scouting","headline-fit","engagers needed","execution slice","ICP","good buyers","real buyers","This approval covers","It does not approve","does not approve filters","filters, messages, sender selection","sender selection, sequence, or sending"],"approvalBoundaryRule":"Use positive source-action copy only. Include: \"After approval, I will build the source list, add it to the campaign, and review the first 15 leads before we scale.\" Never write \"This approval covers\" or \"It does not approve\" sentences."},{"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 is for the filter rules","Approve these filter rules."],"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","approval is for the filter rules","Approve these filter rules."],"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 this message template and continue","nothing sends from this 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 the reviewed draft rows and continue to Settings","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","nothing sends from this approval"],"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}]}