@sellable/mcp 0.1.54 → 0.1.55

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() {
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  "5) Call `mcp__sellable__wait_for_cli_login({ sessionId })` using the sessionId returned by start_cli_login. " +
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  "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. " +
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  "7) On `ok: true`, the user is signed in and `~/.sellable/config.json` has been written. Branch on `isReturningUser`: " +
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- "if true, say `You're in — {activeWorkspaceName} workspace, ready to roll.\\n\\nNow — paste the LinkedIn profile URL of the person you'll be sending this campaign from. Usually that's you. If someone else will send this campaign, paste their profile instead.\\n\\ne.g. https://www.linkedin.com/in/your-handle`; " +
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- "if false, say `You're set up — your {activeWorkspaceName} workspace is ready.\\n\\nNow — paste the LinkedIn profile URL of the person you'll be sending this campaign from. Usually that's you. If someone else will send this campaign, paste their profile instead.\\n\\ne.g. https://www.linkedin.com/in/your-handle`";
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+ "if true, say `You're in — {activeWorkspaceName} workspace, ready to roll.\\n\\nNow — paste the LinkedIn profile URL of the person you'll be sending campaigns from. Usually that's you (the founder), or whoever's voice the messages should sound like.\\n\\ne.g. https://www.linkedin.com/in/your-handle`; " +
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+ "if false, say `You're set up — your {activeWorkspaceName} workspace is ready.\\n\\nNow — paste the LinkedIn profile URL of the person you'll be sending campaigns from. Usually that's you (the founder), or whoever's voice the messages should sound like.\\n\\ne.g. https://www.linkedin.com/in/your-handle`";
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  if (error instanceof SellableApiError && error.isAuthError) {
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  return {
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  ...base,
package/package.json CHANGED
@@ -1,6 +1,6 @@
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  {
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  "name": "@sellable/mcp",
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- "version": "0.1.54",
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+ "version": "0.1.55",
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  "type": "module",
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  "description": "Sellable MCP server for Claude Code and Codex campaign workflows",
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  "main": "dist/index.js",
@@ -70,8 +70,9 @@ instruction loading, file lookup, plugin cache versions, missing linked files,
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  or tool discovery. Start in product language:
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  ```text
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- I’ll help you launch this as a Sellable campaign. First I’ll confirm the sender
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- and company, then draft the campaign brief for your approval.
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+ I’ll help you launch this as a Sellable campaign. First I’ll confirm who we’re
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+ sending from and which company this is for, then I’ll turn that into a campaign
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+ brief before anything is created.
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  ```
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  If a linked/local skill file is stale or missing, silently use the installed
@@ -84,7 +85,7 @@ You are the Sellable campaign GTM engineer and guide. The user is a founder or o
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  They are not a developer debugging an agent runtime. Translate the workflow into
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  clear business decisions, tradeoffs, and approval gates. Use product language:
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- - "setup questions", not `request_user_input`
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+ - "a couple setup choices", not `request_user_input`
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  - "campaign brief", not prompt artifact
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  - "lead source", not provider internals unless comparing source options
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  - "nothing is created until you approve", not mutation jargon
@@ -92,30 +93,27 @@ clear business decisions, tradeoffs, and approval gates. Use product language:
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  When explaining lead-source decisions, show the concrete counts behind the
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  logic: lanes searched, timeframe, raw result counts, finalist posts or preview
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  rows, sampled people, sampled fits as n/N (%), estimated usable people, and the
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- confidence basis. Break estimates out by provider/source angle in bullet form
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- instead of showing only one raw total. Each angle should show raw pool, sampled
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- fits as n/N, estimated good-fit range after cleanup, expected reply-rate range,
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- and confidence basis. Never show a percent like "73% match" without the
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- numerator, denominator, and sample basis.
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-
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- Use rendered Markdown for any user review surface, not fenced code blocks. This
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- includes campaign brief, lead source, lead filter, message review, and final
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- approval. Keep lines short, use indexed section labels and bullets, and
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- translate internal sourcing terms into plain language. For example, explain
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- "signal discovery" as "looking for LinkedIn activity from people already
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- talking about this problem."
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-
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- Only promise parallel/background work when the host actually started parallel
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- branches or workers. If the host is running the flow sequentially, say the real
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- sequence instead of `kicking off two workstreams`.
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+ confidence basis. Never show a percent like "73% match" without the numerator,
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+ denominator, and sample basis.
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+
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+ When the user has not supplied a source and multiple source angles are viable,
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+ scout those angles as independent branches when the host can actually do it:
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+ Signals / active LinkedIn posts, Sales Nav / title + company filters, and
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+ Prospeo / domains only when relevant. If the host runs them sequentially, do not
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+ claim they ran in parallel. In chat, call the downstream copy stage `message
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+ generation`; `message-validation.md` is only an internal proof artifact.
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+
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+ Use rendered Markdown for user review surfaces, not fenced code blocks. Keep
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+ lines short, use indexed section labels and bullets, and translate internal
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+ sourcing terms into plain language.
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  Every approval gate must include artifact access after the readable inline
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- content. Show an `Open artifact:` line with the one key clickable markdown link
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- for that stage. Do not show raw filesystem paths unless links cannot be created
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- or the user asks. Do this for brief approval, lead-source approval/review,
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- lead-filter review, message review, and final approval
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- packet. The link is for deeper inspection; never use it as a substitute for
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- showing the decision in chat.
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+ content. Show a short `Open artifact:` line with the one key clickable markdown
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+ link for that stage. Do not show raw filesystem paths unless links cannot be
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+ created or the user asks. Do this for brief approval, lead-source
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+ approval/review, lead-filter review, message review, and final approval packet.
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+ The link is for deeper inspection; never use it as a substitute for showing the
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+ content in chat.
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  Never mention MCP namespaces, prompt chunking, plugin cache paths, missing
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  linked skill versions, runbooks, or local skill files in normal customer-facing
@@ -140,28 +138,21 @@ Do not tell users to run `/sellable:create-campaign-v2`,
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  ## Structured Questions
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- Use the host-native structured question gate for crisp confirmations and
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- approval:
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+ Use the host-native structured question gate for intake and approval:
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  - Claude Code: `AskUserQuestion`
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  - Codex: `request_user_input` when exposed in an interactive session. The
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  installer enables this in Default mode with
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  `[features].default_mode_request_user_input = true`.
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- Use the structured question gate for crisp identity confirmations, compact setup
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- intake, and approval gates. Never use it to collect raw open text like LinkedIn
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- URLs, company domains, pasted notes, long campaign ideas, or detailed feedback.
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- For buyer strategy, offer/CTA, proof, and lead source, use the structured gate
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- when it is exposed, but treat the visible choices as shortcuts, not a rigid
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- multiple-choice survey. Every setup question must allow a custom typed answer.
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- In Codex, `request_user_input` adds a freeform Other path; in Claude, include an
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- `Other / custom` option. Keep setup intake to two panels because Codex supports
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- at most three questions per panel: target/offer/proof first, lead source second.
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- Do not use checkbox/radio multi-select language like "pick one",
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- "multi-select", or "choose all that apply" for these setup questions.
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-
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- Use "quick question panel" only when explaining a missing Codex/Claude setup
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- capability for approvals. Do not tell customers about `request_user_input`,
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+ Use the structured question gate only for multiple-choice decisions or approval
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+ gates. Never use it to collect open text input like LinkedIn URLs, company
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+ domains, notes, pasted context, campaign ideas, or feedback. For open text, ask
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+ in normal chat and wait for the user to paste the value.
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+
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+ Customer-facing language must call this "a couple setup choices" during normal
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+ campaign progress. Use "quick question panel" only when explaining a missing
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+ Codex/Claude setup capability. Do not tell customers about `request_user_input`,
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  Default mode, plugin caches, prompt loading, or skill file versions.
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  Never narrate local draft housekeeping to the user. If you create directories,
@@ -201,9 +192,7 @@ senders. If there is any likely connected sender, use
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  recent company, then ask a structured confirmation question:
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  ```text
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- Workspace: {workspace}
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-
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- I found {matched sender} connected here.
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+ I’m ready to build this in {workspace}. I found {matched sender} connected here.
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  Is that you, and is this campaign for {company}?
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  ```
@@ -234,11 +223,11 @@ with the structured question tool. Ask in normal chat for the user's LinkedIn
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  URL or the company they want to send on behalf of so you can research context:
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  ```text
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- Workspace: {workspace}
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+ I’m ready to build this in {workspace}.
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- First, paste your LinkedIn URL or the company website. I’ll use it to confirm
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- the sender and company, then we’ll choose the target, offer, proof, and lead
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- source.
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+ First, paste your LinkedIn URL or the company website you want to send on
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+ behalf of. I’ll use that to understand the company before we pick the target,
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+ offer, proof, and lead source.
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  ```
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  If there is no strong sender match, do not show a structured choice that says
@@ -248,7 +237,7 @@ current or most recent company, and then confirm who we are sending from. The
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  customer-facing shape should be:
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  ```text
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- Workspace: {workspace}
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+ I’m ready to build this in {workspace}.
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  First, what’s your LinkedIn URL? If you’d rather start from the company, paste
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  the company website instead.
@@ -258,8 +247,6 @@ After the user pastes a URL/domain, do the lightweight lookup. For a LinkedIn pr
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  `mcp__sellable__fetch_linkedin_profile` and infer the user's current or most
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  recent company from the profile. For a company website, call
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  `mcp__sellable__fetch_company` when possible, otherwise one web lookup.
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- Before the lookup, use concise progress copy:
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- `Got it — I’ll look it up and confirm the sender + company.`
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250
 
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  If `mcp__sellable__list_senders` did not already run, call it once after the
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  lookup to see whether the fetched user appears to match a connected sender. If
@@ -278,37 +265,30 @@ Cool — I have this campaign as {company}. Who should the LinkedIn messages sen
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  Sender options should include connected sender names if available, `same as
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  me`, `I’ll paste a different sender profile`, and `Other / custom`.
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- After the user confirms the subject and sender, run one bounded lightweight
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- company-context pass before asking the campaign setup questions. A sender
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- LinkedIn profile lookup is not enough by itself unless it clearly includes the
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- company's website, product category, customer, and offer context. If the host can
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- run tools in parallel, use one parallel batch with at most 2-3 cheap lookups:
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- `mcp__sellable__fetch_company` on a LinkedIn company URL from the profile when
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- available; `WebFetch` for the company website/domain when available; otherwise
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- one `WebSearch` for `{company} official website` or `{company} product`. If
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- parallel tool calls are unavailable, do the single highest-confidence lookup
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- first and continue. Do not run full company research, source discovery, Sales
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- Nav, Prospeo, Signals, or multi-query browsing here. The goal is a fast 15-30
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- second context read so the four setup questions feel specific.
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+ After the user confirms the subject and sender, run one lightweight company
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+ lookup if it has not already run, then ask the campaign setup questions. The
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+ setup questions should use the confirmed company context so they do not feel
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+ generic.
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  Before the identity gate, use this customer-facing shape:
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  ```text
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- Workspace: {workspace}
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+ I’m ready to build the campaign in {workspace}.
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+
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+ First I’ll check whether you already have a connected LinkedIn account here. If
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+ I can’t confirm it, I’ll ask for your LinkedIn URL or company website and use
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+ that to understand the company before we choose the target, offer, proof, and
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+ lead source.
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282
 
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- First I’ll check for a connected LinkedIn sender. If I can’t confirm one, I’ll
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- ask for your LinkedIn URL or company website before we choose the target, offer,
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- proof, and lead source.
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+ Then I’ll turn that into a campaign brief for you to approve before anything is created.
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  ```
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285
 
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- Do not silently ask approval questions as plain chat when `request_user_input` is
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- unavailable in an interactive session. Setup strategy questions should use the
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- quick question panel when available, but may fall back to normal chat if the host
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- does not expose structured setup input. Stop only when an approval gate needs the
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- quick question panel:
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+ Do not silently ask Codex intake or approval questions as plain chat when
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+ `request_user_input` is unavailable in an interactive session. Stop and tell
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+ the user:
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  ```text
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- I need Codex’s quick question panel for campaign approvals.
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+ I need Codex’s quick question panel to collect campaign inputs and approvals cleanly.
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  It isn’t enabled in this Codex session yet. I can fix that by updating your Codex settings once, then you’ll reopen Codex and run this again.
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@@ -324,7 +304,7 @@ Done. Please fully quit and reopen Codex, then run:
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  $sellable:create-campaign
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  After that, I’ll confirm who we’re launching for, then ask the setup questions
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- in chat and start the campaign brief.
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+ and start the campaign brief.
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  ```
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  If they decline, tell them:
@@ -432,7 +412,7 @@ updates.
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  ```text
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  You're in — {activeWorkspaceName} workspace, ready to roll.
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- Now — paste the LinkedIn profile URL of the person you'll be sending this campaign from. Usually that's you. If someone else will send this campaign, paste their profile instead.
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+ Now — paste the LinkedIn profile URL of the person you'll be sending campaigns from. Usually that's you (the founder), or whoever's voice the messages should sound like.
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437
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  e.g. https://www.linkedin.com/in/your-handle
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  ```
@@ -443,7 +423,7 @@ updates.
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  ```text
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  You're set up — your {activeWorkspaceName} workspace is ready.
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425
 
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- Now — paste the LinkedIn profile URL of the person you'll be sending this campaign from. Usually that's you. If someone else will send this campaign, paste their profile instead.
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+ Now — paste the LinkedIn profile URL of the person you'll be sending campaigns from. Usually that's you (the founder), or whoever's voice the messages should sound like.
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427
 
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  e.g. https://www.linkedin.com/in/your-handle
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  ```
@@ -34,8 +34,8 @@ The JSON flow is the source of truth for stage order, `requiredArtifacts`,
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  replace them.
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  Each stage writes its own artifact into the draft directory before the next
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- stage starts. `brief-v1.md` is an internal first-draft snapshot; `brief.md` is
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- the current customer-facing and downstream campaign thesis input.
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+ stage starts. `brief-v1.md` is the customer-facing brief output; `brief.md` is
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+ the canonical downstream campaign thesis input.
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  After validation artifacts are complete, show the user a commit gate with 6
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  choices (approve / revise-brief / revise-leads / revise-rubric /
@@ -78,25 +78,17 @@ Validated draft directory:
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  Claude Code, this is `AskUserQuestion`. In Codex, this is
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  `request_user_input` (enabled in Default mode by
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  `[features].default_mode_request_user_input = true`, not available in
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- `codex exec`). Treat them as equivalent approval gates and persist the same
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- draft artifacts after the user answers. Use this structured gate for crisp
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- identity confirmations, compact setup intake, and approval gates. Never use it
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- to collect raw open text like LinkedIn URLs, company domains, pasted notes,
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- long campaign ideas, or detailed feedback. For buyer strategy, offer/CTA,
86
- proof, and lead source, use the structured gate when it is exposed, but treat
87
- the visible choices as shortcuts, not a rigid multiple-choice survey. Every
88
- setup question must allow a custom typed answer. In Codex,
89
- `request_user_input` adds a freeform Other path; in Claude, include an
90
- `Other / custom` option. Keep setup intake to two panels because Codex
91
- supports at most three questions per panel: target/offer/proof first, lead
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- source second. Do not use checkbox/radio multi-select language like "pick
93
- one", "multi-select", or "choose all that apply" for these setup questions.
94
- If an interactive
81
+ `codex exec`). Treat them as equivalent approval/intake gates and persist the
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+ same draft artifacts after the user answers. Use this structured gate only for
83
+ multiple-choice decisions or approval gates. Never use it to collect open text
84
+ input like LinkedIn URLs, company domains, notes, pasted context, campaign
85
+ ideas, or feedback. For open text, ask in normal chat and wait for the user to
86
+ paste the value. If an interactive
95
87
  Codex session does not expose `request_user_input`, do not silently degrade to
96
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  a plain chat question; stop and tell the user:
97
89
 
98
90
  ```text
99
- I need Codex’s quick question panel for campaign approvals.
91
+ I need Codex’s quick question panel to collect campaign inputs and approvals cleanly.
100
92
 
101
93
  It isn’t enabled in this Codex session yet. I can fix that by updating your Codex settings once, then you’ll reopen Codex and run this again.
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@@ -112,7 +104,7 @@ Validated draft directory:
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  $sellable:create-campaign
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105
 
114
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  After that, I’ll confirm who we’re launching for, then ask the setup questions
115
- in chat and start the campaign brief.
107
+ and start the campaign brief.
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108
  ```
117
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118
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  If they decline, tell them to switch to Plan/collaboration mode and rerun
@@ -144,27 +136,7 @@ Validated draft directory:
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  - Any time the user is reviewing a list or decision, use rendered Markdown with
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  short indexed sections and bullets. Do not use label-plus-paragraph blocks
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  like `Key numbers:` followed by one long paragraph. Do not use fenced code
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- blocks for review surfaces. The readable chat surface should look like:
148
-
149
- ```text
150
- ## Lead source decision
151
-
152
- **1. Chosen source**
153
- - Signals, with a strict filter
154
-
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- **2. Quick numbers**
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- - **Signals:** 491 posts reviewed. 9/40 sampled engagers fit. Estimate:
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- 180-260 usable leads.
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- - **Sales Nav:** 2,598 active profiles. Preview was broader and noisier.
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-
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- **3. Sample leads**
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- - Joyjit Ghosh — Co-Founder, Prospectee.io
162
- - Ashish Rai — Founder & CEO, ReachHQ
163
-
164
- **4. Tradeoff**
165
- - More context, but the filter needs to cut consultants and creators.
166
- ```
167
-
139
+ blocks for review surfaces.
168
140
  - Do not treat the active Sellable workspace as the campaign subject. The
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141
  workspace only tells you where the campaign will be saved. Before buyer, CTA,
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142
  proof, or source questions, identify two things:
@@ -186,9 +158,7 @@ Validated draft directory:
186
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  or most recent company, then ask a structured confirmation question:
187
159
 
188
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  ```text
189
- Workspace: {workspace}
190
-
191
- I found {matched sender} connected here.
161
+ I’m ready to build this in {workspace}. I found {matched sender} connected here.
192
162
 
193
163
  Is that you, and is this campaign for {company}?
194
164
  ```
@@ -219,11 +189,11 @@ Validated draft directory:
219
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  company they want to send on behalf of so you can research context:
220
190
 
221
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  ```text
222
- Workspace: {workspace}
192
+ I’m ready to build this in {workspace}.
223
193
 
224
- First, paste your LinkedIn URL or the company website. I’ll use it to confirm
225
- the sender and company, then we’ll choose the target, offer, proof, and lead
226
- source.
194
+ First, paste your LinkedIn URL or the company website you want to send on
195
+ behalf of. I’ll use that to understand the company before we pick the target,
196
+ offer, proof, and lead source.
227
197
  ```
228
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229
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  If there is no strong sender match, do not show a structured choice that says
@@ -233,7 +203,7 @@ Validated draft directory:
233
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  customer-facing shape should be:
234
204
 
235
205
  ```text
236
- Workspace: {workspace}
206
+ I’m ready to build this in {workspace}.
237
207
 
238
208
  First, what’s your LinkedIn URL? If you’d rather start from the company, paste
239
209
  the company website instead.
@@ -243,8 +213,6 @@ Validated draft directory:
243
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  `fetch_linkedin_profile` and infer the user's current or most recent company
244
214
  from the profile. For a company website, call `fetch_company` when possible,
245
215
  otherwise one web lookup.
246
- Before the lookup, use concise progress copy:
247
- `Got it — I’ll look it up and confirm the sender + company.`
248
216
 
249
217
  If `list_senders` did not already run, call it once after the lookup to see
250
218
  whether the fetched user appears to match a connected sender. If there is a
@@ -263,29 +231,23 @@ Validated draft directory:
263
231
  Sender options should include connected sender names if available, `same as
264
232
  me`, `I’ll paste a different sender profile`, and `Other / custom`.
265
233
 
266
- After the user confirms the subject and sender, run one bounded lightweight
267
- company-context pass before asking the campaign setup questions. A sender
268
- LinkedIn profile lookup is not enough by itself unless it clearly includes the
269
- company's website, product category, customer, and offer context. If the host
270
- can run tools in parallel, use one parallel batch with at most 2-3 cheap
271
- lookups: `fetch_company` on a LinkedIn company URL from the profile when
272
- available; `WebFetch` for the company website/domain when available; otherwise
273
- one `WebSearch` for `{company} official website` or `{company} product`. If
274
- parallel tool calls are unavailable, do the single highest-confidence lookup
275
- first and continue. Do not run full company research, source discovery, Sales
276
- Nav, Prospeo, Signals, or multi-query browsing here. The goal is a fast 15-30
277
- second context read so the four setup questions feel specific. If identity is
278
- still unavailable, use neutral/custom intake options instead of guessed
279
- vertical-specific options.
234
+ After the user confirms the subject and sender, run one lightweight company
235
+ lookup if it has not already run, then ask the campaign setup questions. The
236
+ setup questions should use the confirmed company context so they do not feel
237
+ generic. If identity is still unavailable, use neutral/custom intake options
238
+ instead of guessed vertical-specific options.
280
239
 
281
240
  - Before the identity gate, use this customer-facing shape:
282
241
 
283
242
  ```text
284
- Workspace: {workspace}
243
+ I’m ready to build the campaign in {workspace}.
285
244
 
286
- First I’ll check for a connected LinkedIn sender. If I can’t confirm one, I’ll
287
- ask for your LinkedIn URL or company website before we choose the target,
288
- offer, proof, and lead source.
245
+ First I’ll check whether you already have a connected LinkedIn account here.
246
+ If I can’t confirm it, I’ll ask for your LinkedIn URL or company website and
247
+ use that to understand the company before we choose the target, offer, proof,
248
+ and lead source.
249
+
250
+ Then I’ll turn that into a campaign brief for you to approve before anything is created.
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251
  ```
290
252
 
291
253
  - Fast Intake Mode is mandatory for hosted/rehearsal net-new runs. Ask the
@@ -293,28 +255,22 @@ me`, `I’ll paste a different sender profile`, and `Other / custom`.
293
255
  that first packet, the first assistant turn may only call
294
256
  `bootstrap_create_campaign`, load this workflow prompt with
295
257
  `get_subskill_prompt({ subskillName: "create-campaign-v2" })`, optionally run
296
- one lightweight identity lookup, then confirm launch identity. After
297
- identity is confirmed, run the bounded lightweight company-context pass above
298
- before generating buyer/offer/proof/source options. If the user
258
+ one lightweight identity lookup, then use the structured question gate. If the user
299
259
  supplied a company website/domain, call exactly one of `fetch_company`,
300
260
  `WebFetch`, or `WebSearch` to identify what the company actually does before
301
261
  generating setup options. If the user supplied a LinkedIn profile URL, call
302
262
  `fetch_linkedin_profile` before generating setup options. Do not infer the
303
263
  product category from the company name alone. If no domain, website, LinkedIn
304
- profile, or sender identity is supplied, the first setup intake must ask for
305
- the launch identity before buyer/offer/source. Before that first setup intake,
306
- do not run source discovery, Sales Nav, Prospeo, Signals, Bash, Read, Write,
307
- Edit, Glob, Grep, full company research, or
264
+ profile, or sender identity is supplied, the first structured question gate
265
+ must ask for the launch identity before buyer/offer/source. Before that first
266
+ structured question gate, do not run source discovery, Sales Nav, Prospeo,
267
+ Signals, Bash, Read, Write, Edit, Glob, Grep, full company research, or
308
268
  draft-directory inspection/creation. `list_senders` is allowed once before the
309
269
  first identity gate as a quiet token/sender inference shortcut, and once means
310
270
  once: do not call it again after a LinkedIn lookup if it already ran. Do
311
271
  draft-directory setup only after the founder answers. After launch identity is
312
- confirmed, ask buyer, offer/CTA, proof, and lead source through the structured
313
- question gate when available. Split the setup intake into two panels:
314
- target/offer/proof first, then lead source. Do not present these as
315
- checkbox/radio multi-select gates. Use 2-3 context-specific suggested answers
316
- per question as fast-start shortcuts, and rely on the freeform custom path for
317
- nuanced answers.
272
+ confirmed, the setup packet must ask buyer, offer/CTA, proof, and lead source,
273
+ and all four questions must include an `Other / custom` option.
318
274
  - After the founder answers the first strategy/source packet, explain the next
319
275
  stage only: campaign brief creation and brief approval. Use this shape:
320
276
 
@@ -393,33 +349,7 @@ me`, `I’ll paste a different sender profile`, and `Other / custom`.
393
349
  In the `Lead plan` section, do not expose internal provider shorthand as the
394
350
  explanation. Avoid bare phrases like `signal discovery`, `founder-led GTM`,
395
351
  `RevOps`, `outbound systems`, or `pipeline architecture` unless they are
396
- translated into what the user can understand. For example:
397
-
398
- ```text
399
- I’ll start by looking for LinkedIn activity from founders and revenue leaders
400
- who are talking about pipeline problems, CRM handoffs, outbound tooling, or
401
- messy sales processes.
402
- ```
403
-
404
- Do not paste the full rich brief into chat for approval unless the user asks.
405
- Do not show long filesystem paths in the normal approval view. After the slim
406
- brief, include only:
407
-
408
- ```text
409
- Open artifact: [brief.md]
410
- ```
411
-
412
- If clickable links cannot be created, show one compact fallback line:
413
- `Trouble opening artifacts? I can show the file paths.`
414
-
415
- The `Offer / CTA` section must name the useful thing the buyer gets by
416
- replying. Do not use vague peer-call framing like `compare notes`, `swap
417
- notes`, `worth chatting`, `pick your brain`, or a bare `15 minute call` unless
418
- the user explicitly asks for that. A low-friction CTA is only good when the
419
- object is concrete: a checklist, workflow teardown, benchmark, sample, short
420
- loom, diagnostic, bottleneck map, relevant proof asset, or a working session
421
- with a clear output. If the first draft produces a vague CTA, revise it before
422
- showing the brief.
352
+ translated into what the user can understand.
423
353
 
424
354
  After rendering that brief, ask for brief approval when there is a real
425
355
  strategic choice or the user has not already made the direction obvious. The
@@ -460,13 +390,8 @@ should test for this campaign. Those can run in parallel and usually take
460
390
  `npx`), call APIs, query databases, inspect prompt dumps, run git, or
461
391
  synthesize artifact content. Use `Read`/`Write`/`Edit` for artifact files and
462
392
  MCP tools for product actions.
463
- - `brief-v1.md` is only an internal first-draft snapshot. Do not show it in the
464
- normal user-facing approval view. `brief.md` is the stable downstream input,
465
- current user-facing brief, and thesis source.
466
- - On brief edits or revisions, update `brief.md` directly. Do not run another
467
- long brief-generation pass just to create `brief-v2.md`. If version history is
468
- ever needed, create it only as a cheap local copy after the edit; never spend
469
- model/research time writing duplicate versions.
393
+ - `brief-v1.md` is the user-facing brief. `brief.md` is the stable downstream
394
+ input and remains the thesis source.
470
395
  - `lead-review.md` and `lead-sample.json` are the required outputs of `find leads`.
471
396
  - `lead-filter.md` is the primary output of `filter leads`.
472
397
  - `rubric.json` is optional and secondary to `lead-filter.md`.
@@ -478,30 +403,29 @@ should test for this campaign. Those can run in parallel and usually take
478
403
  sample rows that already look like probable good fits. It can contain rough
479
404
  candidate messages and element tests, but it cannot select the final winner
480
405
  and cannot override `lead-filter.md`.
481
- - `message-validation.md` is the normal output of `generate message`.
406
+ - `message-validation.md` is the internal validation artifact produced by the
407
+ user-facing `message generation` stage.
482
408
  - `message-review.md` and `message-review-decision.md` are the mandatory
483
409
  message quality gate outputs between `message-validation.md` and
484
410
  `approval-packet.md`.
485
411
  - Run the dependency chain as a DAG: `create-campaign-brief` -> `find leads`;
486
412
  once `lead-review.md` and `lead-sample.json` exist, run `filter leads` and
487
- the explicit `generate message` validation as parallel branches from the same
488
- basis (`brief.md`, `lead-review.md`, `lead-sample.json`). Approval waits for
489
- both `lead-filter.md` and `message-validation.md`, then reconciles that the
413
+ `message generation` as parallel branches from the same basis (`brief.md`,
414
+ `lead-review.md`, `lead-sample.json`). Approval waits for both
415
+ `lead-filter.md` and `message-validation.md`, then reconciles that the
490
416
  selected message basis rows still pass the final filter.
491
- - Parallel means real parallel execution, not just optimistic progress copy.
492
- After lead review:
493
- - If the host exposes Task/subagent workers and host policy allows them for
494
- this user request, launch two disjoint workers: one owns `lead-filter.md`
495
- and optional `rubric.json`; the other owns `message-prep.md`,
496
- `message-validation.md`, and `message-review.md`.
497
- - If only parallel tool batching is available, batch only independent tool
498
- reads/lookups. Do not pretend whole artifact-writing stages are running in
499
- the background.
500
- - If real parallel execution is not available or not allowed, run the same DAG
501
- sequentially and use honest copy: `I’ll tighten the filter first, then draft
502
- the message from the same sample.`
503
- - Never say `kicking off two workstreams`, `in parallel`, or `background`
504
- unless parallel branches were actually launched.
417
+ - Parallel means real parallel execution, not optimistic progress copy. After
418
+ lead review, if the host exposes Task/subagent workers and host policy allows
419
+ them for this user request, launch two disjoint workers: one owns
420
+ `lead-filter.md` and optional `rubric.json`; the other owns the user-facing
421
+ message generation branch and may write `message-prep.md`,
422
+ `message-validation.md`, and `message-review.md`. If only parallel tool
423
+ batching is available, batch independent tool reads/lookups only. If real
424
+ parallel execution is not available or not allowed, run the same DAG
425
+ sequentially and use honest copy: `I’ll tighten the filter first, then draft
426
+ the message from the same sample.` Never say `kicking off two workstreams`,
427
+ `in parallel`, or `background` unless parallel branches were actually
428
+ launched.
505
429
  - Never run a downstream stage until the active `flow.v2.json` step's
506
430
  `requiredArtifacts` exist.
507
431
  - Never call a tool outside the active step's `allowedTools`, and never call a
@@ -575,37 +499,34 @@ Ask the user only when one of these is true:
575
499
  packet so the founder can approve or revise the message deliberately.
576
500
 
577
501
  When asking subjective strategy questions (buyer scope, first ask, proof
578
- emphasis, tone, lead-source preference), use the structured quick question panel
579
- when available. Do not make it feel like a rigid multiple-choice survey:
580
- suggested directions are shortcuts, and the user must be able to type a custom
581
- answer in their own words. Ask target, offer, and proof in the first panel; ask
582
- lead source in a second panel. Do not add custom options to the final six-choice
583
- commit gate.
502
+ emphasis, tone, lead-source preference), always make it clear the user can give
503
+ a custom answer. Add an explicit `Other / custom` option to each subjective
504
+ question. Do not rely on prose like "you can add detail" as the only custom
505
+ path. Do not add custom options to the final six-choice commit gate.
584
506
  Use customer-facing question wording:
585
507
 
586
- - target prospects: `Who should this campaign target?`
587
- - main CTA / offer: `What useful thing should {{sender_or_company}} offer them?`
588
- - proof emphasis: `What proof should we lean on?`
508
+ - target prospects: `Who should be the target prospects for this campaign? Pick one or combine.`
509
+ - main CTA / offer: `What should the main CTA or offer be? Pick one or combine.`
510
+ - proof emphasis: `Which proof point would most increase this buyer's confidence in {{company}}? Multi-select fine.`
589
511
  - lead source: `How should we get the people for this campaign?`
590
512
 
591
- Offer shortcuts must be concrete deliverables or outcomes, not meeting wrappers.
592
- Good examples: `send a short checklist`, `map 2-3 workflow bottlenecks`, `show a
593
- relevant customer example`, `teardown their public workflow`, `walk through a
594
- sample output`, or `diagnose where the current process slows down`. Bad
595
- examples: `compare notes`, `quick intro call`, `worth chatting`, `pick your
596
- brain`, `learn more`, or `see if it makes sense`.
597
-
598
- Ask the lead-source question as the last question in the first strategy batch,
599
- after buyer, offer/ask, and proof/safety are understood. Frame supplied lists as
600
- optional, not required. Suggested lead-source shortcuts should include:
601
- `I can find people for you, use a CSV of LinkedIn profiles, use a CSV of company
602
- domains, use an existing Sellable lead list, or follow another source idea.`
603
- If the user pastes up to 100 LinkedIn profile URLs or company domains, normalize
604
- the paste into a temporary local CSV and continue through the matching CSV
605
- preview path. Mixed, ambiguous, malformed, or oversized pastes should ask for a
606
- real CSV file instead of guessing. Uploaded CSV support is larger than paste
607
- support: LinkedIn profile CSVs can contain up to 7,500 rows; domain CSVs can
608
- contain up to 7,500 rows but only 1,000 unique domains.
513
+ Ask the lead-source question as the last question in the first strategy
514
+ batch, after buyer, offer/ask, and proof/safety are understood. Frame supplied
515
+ lists as optional, not required. The three visible options are exactly:
516
+
517
+ 1. `Find people for me (recommended if you don't already have your own list)`
518
+ 2. `I have a CSV of LinkedIn profiles`
519
+ 3. `I have a CSV of company domains`
520
+
521
+ Keep `Other / custom` available for freeform answers such as a pasted list,
522
+ an existing Sellable lead list, or another source idea. Do not put existing
523
+ Sellable lead lists in the main three-option first batch; support them through
524
+ custom/freeform input. If the user pastes up to 100 LinkedIn profile URLs or
525
+ company domains, normalize the paste into a temporary local CSV and continue
526
+ through the matching CSV preview path. Mixed, ambiguous, malformed, or oversized
527
+ pastes should ask for a real CSV file instead of guessing. Uploaded CSV support
528
+ is larger than paste support: LinkedIn profile CSVs can contain up to 7,500
529
+ rows; domain CSVs can contain up to 7,500 rows but only 1,000 unique domains.
609
530
 
610
531
  Avoid internal wording like `Which proof points should the message be allowed
611
532
  to lean on?` because it describes the artifact, not the founder decision.
@@ -642,12 +563,25 @@ Required behavior:
642
563
  - do not set `selectedLeadListId`
643
564
  - do not create lead-list rows
644
565
  - do not mutate DB-backed campaign state
645
- - run a parallel source scout when the source is not supplied, but choose the
646
- lanes from the sourcing approach rather than running every provider by
647
- default. For Signals-first campaigns, search multiple Signals keyword lanes
648
- and fetch top-post engagers in parallel. For Sales Nav-first or
649
- Prospeo/account-first campaigns, run multiple preview lanes for that provider
650
- in parallel and use Signals only as a warmth/quality check when relevant
566
+ - run a real parallel source-angle scout when the source is not supplied and at
567
+ least two viable source angles exist. Treat source scouting as independent
568
+ branches, then compare the outputs in `lead-review.md`.
569
+ - Branch A: Signals / active LinkedIn posts. Search relevant keyword lanes,
570
+ review finalist posts, fetch top-post engagers, and estimate warm-fit
571
+ volume.
572
+ - Branch B: Sales Nav / title + company filters. Run preview filters, inspect
573
+ preview rows, and estimate scalable-fit volume.
574
+ - Branch C: Prospeo / domains only when the campaign has a domain/account
575
+ path or the user supplied domains. Estimate email/contact scale and call out
576
+ weaker LinkedIn activity.
577
+ If the host cannot run these branches in parallel, run them sequentially and
578
+ do not claim they ran in parallel. If only one source angle is credible, say
579
+ that and run the best primary source plus one cheap fallback/quality check
580
+ when available. For Signals-first campaigns, search multiple Signals keyword
581
+ lanes and fetch top-post engagers in parallel when tool batching allows it.
582
+ For Sales Nav-first or Prospeo/account-first campaigns, run multiple preview
583
+ lanes for that provider in parallel and use Signals only as a warmth/quality
584
+ check when relevant
651
585
  - for Signals-first campaigns, raw post search volume is only inventory, not
652
586
  lead volume. `492 post results` means matching LinkedIn posts found across
653
587
  keyword lanes; it does not mean 492 prospects. The source decision must name
@@ -753,17 +687,12 @@ table with one row per selected or finalist post:
753
687
  `## Evidence Snapshot` must include a compact numbers-first table:
754
688
 
755
689
  - source lane / keyword or filter
756
- - provider/source angle label, e.g. `Signals / AI outbound posts`,
757
- `Sales Nav / active SaaS founders + GTM leaders`, or
758
- `Prospeo / domain-filtered agencies`
759
690
  - timeframe searched
760
691
  - raw results found
761
692
  - finalist posts or preview rows reviewed
762
693
  - sampled people
763
694
  - sampled fits, shown as `n/N (%)`
764
695
  - estimated usable people
765
- - estimated good-fit range after cleanup
766
- - expected reply-rate range
767
696
  - confidence note (`sample-backed`, `directional`, or `needs more sample`)
768
697
 
769
698
  For Signals-first campaigns, `## Sample Leads` must group representative sample
@@ -777,11 +706,11 @@ directional range and label it `directional`, not definitive.
777
706
 
778
707
  When showing `lead-review.md` to the user, render a slim decision summary in
779
708
  chat, not the full evidence table. Use rendered Markdown directly with short
780
- bullet lines; do not use fenced code blocks for the user-facing lead review.
781
- The visible response must include:
709
+ indexed sections and bullet lines; do not use fenced code blocks for the
710
+ user-facing lead review. The visible response must include:
782
711
 
783
712
  - `Lead source decision`
784
- - `Chosen source`
713
+ - `Recommendation`
785
714
  - `Why it won`
786
715
  - `Quick numbers` as bullet points, with one provider/source angle per bullet.
787
716
  Each bullet must include raw volume, sampled fit rate as `n/N`, estimated
@@ -794,33 +723,6 @@ Keep `## Evidence Snapshot`, selected posts, discarded paths, full sample rows,
794
723
  and `lead-sample.json` details in artifacts. Do not show raw filesystem paths
795
724
  unless links cannot be created or the user asks.
796
725
 
797
- Use this chat shape for the quick-number bullets:
798
-
799
- ```text
800
- **1. Quick numbers**
801
- - **Signals / AI outbound posts:** 249 posts found. Sampled 40 engagers; 18/40
802
- looked usable. Estimate: 100-250 good warm fits. Expected reply: 6-12%.
803
- - **Sales Nav / active SaaS founders + GTM leaders:** 27,454 active profiles before
804
- filtering. First 25 had 12 strong/probable fits. Estimate: 300-800 good fits
805
- after title/company cleanup. Expected reply: 4-9%.
806
- - **Prospeo / domain-filtered agencies:** 1,000+ likely contacts if we need scale,
807
- but weaker LinkedIn activity. Estimate: 500-1,000 contacts. Expected reply:
808
- 2-5%.
809
- ```
810
-
811
- After the lead source is set, use this progress copy before the parallel
812
- filter/message work:
813
-
814
- ```text
815
- Lead source is set.
816
-
817
- I’m kicking off two workstreams now:
818
- 1. Tighten the fit filter so we only reach out to the right people.
819
- 2. Draft the first message from the approved brief and real sample leads.
820
-
821
- These can run in parallel and usually take ~2-3 min.
822
- ```
823
-
824
726
  For supplied profile CSVs and existing lead lists, `lead-review.md` must not
825
727
  describe a generic TAM estimate or pretend the rows came from Sales Nav/Prospeo
826
728
  discovery. For supplied domain/account lists, explain that domains are account
@@ -891,31 +793,6 @@ Required behavior:
891
793
  - `Recommendation`
892
794
  - `Implementation Details`
893
795
 
894
- When showing the filter result in chat, render a slim summary before moving to
895
- message review. Use rendered Markdown, indexed sections, and short bullets:
896
-
897
- ```text
898
- ## Lead filter
899
-
900
- **1. Keep**
901
- - {role/title family}
902
- - {company/context family}
903
-
904
- **2. Exclude**
905
- - {false-positive family}
906
- - {false-positive family}
907
-
908
- **3. Why**
909
- - {sample-backed reason}
910
-
911
- **4. Expected impact**
912
- - {1 line}
913
-
914
- Open artifact: lead-filter.md
915
- ```
916
-
917
- Keep production rubric details and `rubric.json` internals in the artifact.
918
-
919
796
  When `rubric.json` is emitted, it must use the production rubric shape, not a
920
797
  custom sidecar schema:
921
798
 
@@ -956,43 +833,6 @@ Continue chunked-read until `hasMore=false`. Treat all chunks as one prompt load
956
833
 
957
834
  Do NOT proceed to Step 4 (message review gate) without loading and following the full generate-messages workflow. `message-validation.md` must prove the full workflow ran (all required sections present + raw sendable Selected Winner) before `message-review.md` can recommend `approve-message`. If the message review or approval packet is ready but the generate-messages prompt was not retrieved in this run, route back to message-generation instead of asking the commit gate.
958
835
 
959
- When showing message review in chat, lead with one fully filled sample message,
960
- not the tokenized template. Use rendered Markdown, indexed sections, and short
961
- bullets around the sample. The visible response must include:
962
-
963
- - `Message review`
964
- - `Subject`
965
- - `Sample message` with no `{{tokens}}`
966
- - `Why it should work`
967
- - `Concern`
968
- - `Recommendation`
969
- - `Open artifact: message-review.md`
970
-
971
- Keep tokenized templates, token fill basis, rendered examples, good/bad token
972
- fill examples, validation notes, and `message-validation.md` details in
973
- artifacts.
974
-
975
- ## Step 4: Final Approval Packet
976
-
977
- When showing the final approval packet, render a slim "ready to create" summary
978
- in chat. Use rendered Markdown, indexed sections, and short bullets. The visible
979
- response must include:
980
-
981
- - `Ready to create campaign`
982
- - `Campaign`
983
- - `Target` with concrete role/title names
984
- - `Lead source` with one key metric
985
- - `Filter`
986
- - `Sample message` with one fully filled sample and no `{{tokens}}`
987
- - `What approval creates`
988
- - `Safety`
989
- - `Open artifact: approval-packet.md`
990
-
991
- Keep tokenized templates, evidence tables, rubrics, validation notes, and long
992
- implementation details in `approval-packet.md`. Do not include
993
- sequence/settings in the final approval packet; sequence attachment and launch
994
- settings happen after campaign creation and before the later greenlight.
995
-
996
836
  ## Tail (MANDATORY TOOL ORDER + Steps 13-16 + Threshold Trips + Hard Rules)
997
837
 
998
838
  The full tail detail (~17k chars: MANDATORY TOOL ORDER, auto-execute-leads, validate-sample loop, auto-execute-messaging, awaiting-user-greenlight, threshold-trip logging, tail hard rules) lives in a dedicated on-demand subskill to keep this entry prompt fast to load.
@@ -57,23 +57,20 @@ turn anchored to that:
57
57
 
58
58
  Approvals only feel safe when the user can see what they are approving. Before
59
59
  any approve/revise question, show the relevant decision in plain language. For a
60
- brief approval, render the slim approval brief, not just a direction summary.
61
- Any list the user is expected to review should be rendered Markdown with short
62
- indexed sections and bullets. Avoid label-plus-paragraph blocks like
63
- `Key numbers:` followed by a dense paragraph, and never use fenced code blocks
64
- for review surfaces.
60
+ brief approval, render the brief itself, not just a direction summary.
65
61
 
66
62
  Every approval should also give the user a way to inspect the source artifact.
67
- After the readable inline content, include an `Open artifact:` line with the one
68
- key link behind the decision. Do not show long plain paths in normal chat; offer
69
- them only as a fallback if links cannot be created. The artifact link is a backup
70
- for inspection, not a replacement for showing the decision in chat.
63
+ After the readable inline content, include an `Open artifacts:` line with links
64
+ or plain paths to the files behind the decision. The artifact links are a backup
65
+ for inspection, not a replacement for showing the content in chat.
71
66
 
72
67
  This applies especially to message approvals. Never ask someone to approve a
73
- message they cannot see. In chat, show the subject and one fully filled sample
74
- message with no tokens first. Keep the tokenized template, good fill example,
75
- good omit example, bad fill example, why the bad fill is wrong, token notes, and
76
- fallback rules in `message-review.md` / `message-validation.md`.
68
+ message they cannot see. Show the subject, tokenized template, a filled sample
69
+ prospect version, good fill example, good omit example, bad fill example, why
70
+ the bad fill is wrong, token notes, your take, and suggested adjustment first.
71
+ The user should be able to compare "here is the template" against "here is what
72
+ one real prospect would receive" before approving, and understand exactly how
73
+ the tokens should and should not be filled.
77
74
 
78
75
  Every token needs a fallback. If the row does not have clean data for a token,
79
76
  the approval view should say whether to use a safe segment-level phrase, omit
@@ -95,17 +92,7 @@ Every customer-facing update should answer one of these:
95
92
  - What will the user see next?
96
93
  - What is protected until approval?
97
94
 
98
- Only promise parallel work when parallel work actually started. If the host
99
- cannot or should not launch background branches, say the real sequence:
100
- `I’ll tighten the filter first, then draft the message from the same sample.`
101
- Do not say `kicking off two workstreams`, `in parallel`, or `background` as
102
- aspirational copy.
103
-
104
- Before a brief approval, the user should see a slim approval brief in chat. The
105
- rich current brief exists in `brief.md`; the chat view is the decision surface,
106
- not the full working memo. `brief-v1.md` is an internal first-draft snapshot, not
107
- part of the normal approval UI. It should be skimmable in under 45 seconds and
108
- include:
95
+ Before a brief approval, the user should see:
109
96
 
110
97
  - who we are targeting
111
98
  - why they should care
@@ -116,11 +103,6 @@ include:
116
103
  - risks / assumptions
117
104
  - what happens after approval
118
105
 
119
- The offer / CTA should be useful before it is convenient. Avoid vague
120
- peer-call asks like "compare notes" unless the user explicitly chose that. The
121
- buyer should know what they get if they reply: a checklist, teardown, diagnostic,
122
- sample, benchmark, relevant example, or working session with a concrete output.
123
-
124
106
  For lead-source decisions, confidence comes from concrete counts. Do not say
125
107
  "strong sample", "73% match", or "meaningful concentration" without showing the
126
108
  sample size and what was counted. Prefer:
@@ -132,37 +114,6 @@ sampled engagers; 31 looked like real ICP fits, so I’d treat this as direction
132
114
  usable people if the remaining engagers behave similarly.
133
115
  ```
134
116
 
135
- Lead review chat should be short and numeric. It must use rendered Markdown,
136
- not a fenced code block, and include bullet-pointed provider/source-angle
137
- estimates, one bullet per angle, so the sourcing logic is easy to scan:
138
-
139
- ```text
140
- **1. Quick numbers**
141
- - **Signals / AI outbound posts:** 249 posts found. Sampled 40 engagers; 18/40
142
- looked usable. Estimate: 100-250 good warm fits.
143
- - **Sales Nav / active SaaS founders + GTM leaders:** 27,454 active profiles before
144
- filtering. First 25 had 12 strong/probable fits. Estimate: 300-800 good fits.
145
- - **Sales Nav / agencies + GTM consultants:** Smaller but higher intent. Estimate:
146
- 150-400 good fits.
147
- ```
148
-
149
- Then show chosen source, why it won, expected connection acceptance, expected
150
- reply rate, 3-5 sample leads, and one tradeoff. Full tables belong in
151
- `lead-review.md`.
152
-
153
- Lead filter chat should always use indexed rendered Markdown and show what
154
- changed: keep, exclude, why, expected impact, and
155
- `Open artifact: lead-filter.md`.
156
-
157
- Message review chat should use indexed rendered Markdown, show one fully filled
158
- sample message without tokens, and keep tokenized templates in the artifact.
159
-
160
- Final approval chat should use indexed rendered Markdown for a ready-to-create
161
- summary: campaign, target with concrete role/title names, lead source, filter,
162
- one filled sample message, what approval creates, and the safety note that
163
- nothing sends live until greenlight. Do not include sequence/settings in final
164
- approval; that belongs after campaign creation.
165
-
166
117
  Avoid:
167
118
 
168
119
  ```text
@@ -268,6 +219,27 @@ setting: `~/.codex/config.toml` with
268
219
 
269
220
  ## Approval Ethic
270
221
 
222
+ ## Parallelism + Naming
223
+
224
+ Source-angle comparison should be real, not implied. When the source is not
225
+ supplied and multiple source angles are viable, scout Signals, Sales Nav, and
226
+ relevant domain/contact paths as independent branches when the host can do so.
227
+ If the host runs them sequentially, keep the output numeric but do not claim the
228
+ source scout was parallel.
229
+
230
+ Only promise parallel post-lead work when parallel work actually started. If the
231
+ host cannot or should not launch background branches, say the real sequence:
232
+
233
+ ```text
234
+ I’ll tighten the filter first, then run message generation from the same sample.
235
+ ```
236
+
237
+ Do not say `kicking off two workstreams`, `in parallel`, or `background` as
238
+ aspirational copy.
239
+
240
+ Call the post-filter message stage `message generation` in chat.
241
+ `message-validation.md` is an internal proof artifact, not the workstream name.
242
+
271
243
  Be explicit about when nothing has been created yet:
272
244
 
273
245
  ```text
@@ -206,28 +206,27 @@
206
206
  "onEnter": [
207
207
  {
208
208
  "action": "show_brief_summary",
209
- "artifact": "brief.md"
209
+ "artifact": "brief-v1.md"
210
210
  },
211
211
  {
212
212
  "action": "render_brief_approval_checkpoint",
213
213
  "requiredVisibleContent": [
214
214
  "Campaign brief",
215
- "Target",
216
- "Core pain",
215
+ "Who we are targeting",
216
+ "Why they should care",
217
217
  "Offer / CTA",
218
- "Proof",
219
- "Lead plan",
218
+ "Proof to use",
219
+ "Lead source hypothesis",
220
220
  "Message angle",
221
- "Risks",
222
- "After approval",
221
+ "Risks / assumptions",
222
+ "What happens after approval",
223
223
  "approve this brief",
224
224
  "revise the brief",
225
225
  "then I will find good-fit leads"
226
226
  ],
227
- "minimumVisibleBriefDetail": "slim_approval_brief_before_question",
228
- "requiredArtifactLinks": ["brief.md"],
227
+ "minimumVisibleBriefDetail": "full_readable_brief_before_question",
228
+ "requiredArtifactLinks": ["brief-v1.md", "brief.md"],
229
229
  "artifactLinkTiming": "before_approval_question",
230
- "chatRenderRule": "Show the brief as rendered Markdown, never as a fenced code block. Use ## Campaign brief, a one-sentence bold Decision, indexed bold section labels, and short bullets. In Lead plan, translate provider shorthand into plain user-facing language about who will be searched for and why; do not rely on bare terms like signal discovery, RevOps, outbound systems, or pipeline architecture.",
231
230
  "avoidQuestionWhenOnlyUsefulAnswerIs": "looks good"
232
231
  },
233
232
  {
@@ -301,7 +300,8 @@
301
300
  {
302
301
  "action": "run_subskill",
303
302
  "target": "find-leads",
304
- "mode": "campaignless-preview"
303
+ "mode": "campaignless-preview",
304
+ "sourceScoutRule": "When source is not user-supplied and at least two viable source angles exist, scout independent source angles in parallel when host/tooling permits: Signals active-post branch, Sales Nav title/company branch, and Prospeo/domain branch only when relevant. If real parallel execution is unavailable, run the same scouts sequentially and do not claim parallel execution. Compare outputs by raw volume, n/N sampled fit, estimated good-fit range, expected reply range, and tradeoff."
305
305
  },
306
306
  {
307
307
  "action": "write_artifacts",
@@ -366,10 +366,10 @@
366
366
  "action": "show_lead_review",
367
367
  "artifact": "lead-review.md",
368
368
  "renderInlineSections": [
369
- "Lead source decision",
370
- "Chosen source",
369
+ "## Lead source decision",
370
+ "Recommendation",
371
371
  "Why it won",
372
- "Key numbers",
372
+ "Quick numbers",
373
373
  "Sample leads",
374
374
  "Tradeoff"
375
375
  ],
@@ -401,19 +401,21 @@
401
401
  "forbidPercentOnlyFitRates": true,
402
402
  "requiredArtifactLinks": ["lead-review.md"],
403
403
  "artifactLinkTiming": "before_next_step_or_revision_question",
404
- "chatRenderRule": "Show a slim rendered-Markdown decision summary only, never a fenced code block. Use indexed sections and short bullets: chosen source, why it won, bullet-pointed Quick numbers with one provider/source angle per bullet, raw volume, sampled fit rate as n/N, estimated good-fit range after cleanup, expected connection acceptance range, expected reply rate range, 3-5 representative sample leads, and one tradeoff. Keep evidence tables, selected posts, discarded paths, full sample rows, and lead-sample.json details in lead-review.md. Do not show plain filesystem paths unless links cannot be created."
404
+ "doNotCompressToSummaryOnly": false,
405
+ "doNotRenderArtifactLinksOnly": true,
406
+ "chatRenderRule": "Show a slim rendered-Markdown decision summary only, never a fenced code block. Use indexed sections and short bullets: recommendation, why it won, Quick numbers with one provider/source angle per bullet, raw volume, sampled fit rate as n/N, estimated good-fit range after cleanup, expected reply rate range, 3-5 representative sample leads, and one tradeoff. Keep evidence tables, selected posts, discarded paths, full sample rows, and lead-sample.json details in lead-review.md. Do not show plain filesystem paths unless links cannot be created."
405
407
  },
406
408
  {
407
409
  "action": "render_post_lead_parallel_progress",
408
410
  "requiredVisibleContent": [
409
411
  "Lead source is set",
410
412
  "Tighten the fit filter",
411
- "Draft the first message",
413
+ "Message generation",
412
414
  "approved brief and real sample leads",
413
415
  "parallel only if real parallel branches were launched"
414
416
  ],
415
417
  "timeEstimate": "~2-3 min",
416
- "chatRenderRule": "If real parallel workers/branches were actually launched, say: 'I’m kicking off two workstreams now' and list the two branches. If not, do not mention parallel/background work; say: 'I’ll tighten the filter first, then draft the first message from the same approved brief and sample leads.' Never claim parallelism unless the host actually started parallel execution."
418
+ "chatRenderRule": "If real parallel workers/branches were actually launched, say: 'I’m kicking off two workstreams now' and list 'Tighten the fit filter' and 'Message generation'. If not, do not mention parallel/background work; say: 'I’ll tighten the filter first, then run message generation from the same approved brief and sample leads.' Never claim parallelism unless the host actually started parallel execution. User-facing stage name is message generation; message-validation.md is only the internal artifact."
417
419
  },
418
420
  {
419
421
  "action": "ask_continue_revise_or_confirm_only_if_needed",
@@ -476,7 +478,7 @@
476
478
  "action": "show_lead_filter_summary",
477
479
  "artifact": "lead-filter.md",
478
480
  "renderInlineSections": [
479
- "Lead filter",
481
+ "## Lead filter",
480
482
  "Keep",
481
483
  "Exclude",
482
484
  "Why",
@@ -623,7 +625,7 @@
623
625
  "recommendation"
624
626
  ],
625
627
  "mustRenderInlineBeforeQuestion": true,
626
- "minimumVisibleMessageDetail": "filled_sample_message_no_tokens",
628
+ "minimumVisibleMessageDetail": "filled_sample_message_only",
627
629
  "requiredArtifactLinks": ["message-review.md"],
628
630
  "artifactLinkTiming": "before_approval_question",
629
631
  "requiredFileLabels": [
@@ -685,9 +687,11 @@
685
687
  "questionPrerequisiteVisibleLabels": [
686
688
  "Status: message-review",
687
689
  "Subject:",
690
+ "Tokenized template:",
688
691
  "Sample prospect fill:",
692
+ "Token fill basis:",
689
693
  "My take:",
690
- "Concern:",
694
+ "Suggested adjustment:",
691
695
  "Recommendation:"
692
696
  ],
693
697
  "forbiddenWhenMissingVisibleMessage": true,
@@ -59,8 +59,6 @@ lead-filter.md
59
59
  message-prep.md (optional)
60
60
  message-candidate-drafts.md (optional, generated from find-leads basis rows)
61
61
  message-validation.md
62
- message-review.md
63
- message-review-decision.md
64
62
  approval-packet.md
65
63
  commit-gate-decision.md
66
64
  ```
@@ -121,33 +121,29 @@ rerun `$sellable:create-campaign`. A normal chat question is acceptable only for
121
121
  non-interactive `codex exec` smoke/rehearsal runs because structured user input
122
122
  is unavailable by design there.
123
123
 
124
- The packet should read like an AI GTM engineer asking for one final creation
125
- decision, not an internal validation report. Chat should show a slim approval
126
- surface only:
127
-
128
- 1. **campaign** company + sender
129
- 2. **target** — concise ICP summary from `brief.md`, including concrete
130
- role/title names so the user can verify we are aiming at the right buyers
131
- 3. **lead source** — selected source plus one key metric from `lead-review.md`
132
- (for example `17/25 sampled fits`, `520 active profiles`, or estimated usable
133
- leads). Put the full evidence table in `lead-review.md`, not chat.
134
- 4. **filter** — one-line keep/exclude summary from `lead-filter.md`
135
- 5. **sample message** one fully filled sample message with no `{{tokens}}`
136
- 6. **what approval creates** — campaign draft + review batch preparation, not
137
- live sending
138
-
139
- Do not include sequence/settings in the pre-mint final approval packet. Sequence
140
- attachment and launch settings happen after campaign creation and before the
141
- later greenlight.
142
-
143
- Keep implementation details, tokenized templates, lead tables, rubric JSON, and
144
- validation notes available in `approval-packet.md` and the supporting artifacts.
145
- Do not show raw filesystem paths unless links cannot be created or the user asks.
146
- Use one normal chat link: `Open artifact: approval-packet.md`.
147
-
148
- The packet artifact must include a dedicated `## Message Review` section
149
- immediately before `## Approved Message Template`. This is the customer-facing
150
- messaging gate. It should not be a raw validation dump; it should answer:
124
+ The packet should read like an AI GTM engineer explaining the campaign, not an
125
+ internal validation report. Start with the practical direction in plain
126
+ language: who we will contact, why this buyer should care, what lead source we
127
+ will use, what the first message says, and what happens if the user approves.
128
+ Keep implementation details available, but move them below the customer-facing
129
+ summary.
130
+
131
+ 1. **brief** — `brief.md` thesis, product, ICP, offer
132
+ 2. **lead sample** first 5-10 rows from `lead-sample.json` rendered as
133
+ `Name / Title / Company` lines, plus the `lead-review.md` pass-rate
134
+ and supplied-source framing when `lead-source-intake.json` exists:
135
+ supplied people list, existing Sellable lead list, or supplied account list
136
+ plus people search
137
+ 3. **lead filter** — the `Decision`, `Who We'll Keep`, `Who We'll Exclude`,
138
+ `Pass Rate`, and `Recommendation` blocks from `lead-filter.md`; keep
139
+ rubric internals in `Implementation Details` unless the user asks to inspect
140
+ the saved filter criteria
141
+ 4. **message validation** — the `Selected Winner` from `message-validation.md`,
142
+ rendered as it will appear in the outbound, plus the `Findings` + `Recommendation`
143
+
144
+ The packet must include a dedicated `## Message Review` section immediately
145
+ before `## Approved Message Template`. This is the customer-facing messaging
146
+ gate. It should not be a raw validation dump; it should answer:
151
147
 
152
148
  - `Verdict:` strong / usable-but-could-improve / needs-revision
153
149
  - `What works:` why the message is likely to earn replies
@@ -167,10 +163,6 @@ message from the brief. If no winner/template can be extracted, this exact-match
167
163
  gate is skipped, but the packet still needs a usable approved template unless
168
164
  the user explicitly chose AI-generated messages.
169
165
 
170
- The chat render must not lead with `## Approved Message Template` or token fill
171
- rules. Show one filled sample first. The artifact can contain the tokenized
172
- template and fill basis.
173
-
174
166
  Do NOT render the packet as a bundle of opaque validation anchors or a dump
175
167
  of raw JSON. The user is approving a live campaign — they need to see what
176
168
  they are approving.
@@ -131,20 +131,6 @@ usable leads after filtering, likely connection acceptance range, likely reply
131
131
  range, and estimate basis. If exact performance data is unavailable, use a
132
132
  directional range and label it `directional`, not definitive.
133
133
 
134
- `## Evidence Snapshot` and the visible lead-review chat must break estimates out
135
- by provider/source angle. Do not collapse everything into one raw count. Use
136
- one row or bullet per angle. The visible chat version should be rendered
137
- Markdown with indexed sections and short bullets, not a fenced code block. For
138
- example:
139
-
140
- - `Signals / AI outbound posts`
141
- - `Sales Nav / active SaaS founders + GTM leaders`
142
- - `Sales Nav / agencies + GTM consultants`
143
- - `Prospeo / domain-filtered agencies`
144
-
145
- Each angle must show raw pool, sampled fits as `n/N`, estimated good-fit range
146
- after cleanup, expected reply-rate range, and confidence basis.
147
-
148
134
  `lead-sample.json` must include enough structured lead data for downstream
149
135
  filtering:
150
136