outreach: Outreach Draft Assistant — tailored LP drafts (v0.1.0:68)
First proactive-messaging build. New "Outreach" page (all authenticated users): pick an investor + type (intro / follow-up / fund update / meeting follow-up / nurture) + optional guidance; the agent drafts a tailored LP email in Ten31's voice, grounded in the thesis + that investor's CRM notes and matched email history. The draft is editable + copyable; nothing is sent (draft-only — guardrails #4, #6). Sovereignty: the thesis is Ten31's own non-sensitive messaging (to Claude as-is); the LP context is scrubbed through the redaction boundary before Claude, drafted with placeholders, and re-hydrated locally — the LP list never reaches the API. Fails closed (scrub_unavailable / claude_not_configured / rehydrate_failed quarantines a hallucinated-token draft). Backend: mcp/outreach_agent.py (context assembly + scrub + Claude + rehydrate, reusing architect_agent's client/thesis/voice + the Boundary); routes GET /api/outreach/investors, POST /api/outreach/draft; logged. Test mcp/test_outreach.py (context assembly). Verified in preview: page/selector/types/guidance render, fail-closed at the key-less Claude step (scrub ran locally first), success rendering verified with a mocked ok draft. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
This commit is contained in:
Keysat
@@ -9948,6 +9948,132 @@
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);
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};
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const OutreachPage = ({ token, user, onShowToast }) => {
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const [investors, setInvestors] = useState([]);
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const [investorId, setInvestorId] = useState('');
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const [type, setType] = useState('follow_up');
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const [guidance, setGuidance] = useState('');
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const [drafting, setDrafting] = useState(false);
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const [result, setResult] = useState(null);
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const [draftText, setDraftText] = useState('');
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const TYPES = [
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['intro', 'Intro'],
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['follow_up', 'Warm follow-up'],
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['fund_update', 'Fund update'],
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['meeting_follow_up', 'Meeting follow-up'],
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['nurture', 'Nurture / stay in touch'],
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];
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const FAIL = {
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not_found: 'That investor was not found.',
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scrub_unavailable: 'The redaction boundary could not be prepared, so nothing was sent to Claude.',
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claude_not_configured: 'The Architect (Claude) is not configured on the server.',
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rehydrate_failed: 'The draft could not be safely personalized (an unexpected placeholder). Try again.',
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};
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useEffect(() => {
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let cancelled = false;
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(async () => {
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try {
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const r = await api('/api/outreach/investors', {}, token);
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if (!cancelled) setInvestors(Array.isArray(r?.investors) ? r.investors : []);
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} catch (_) { /* none */ }
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})();
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return () => { cancelled = true; };
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}, [token]);
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const draft = async () => {
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if (drafting) return;
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if (!investorId) { onShowToast('Pick an investor first', 'error'); return; }
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try {
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setDrafting(true);
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setResult(null);
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const res = await api('/api/outreach/draft', {
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method: 'POST',
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body: JSON.stringify({ investor_id: investorId, outreach_type: type, guidance }),
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}, token);
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const data = res.data || res;
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setResult(data);
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if (data.status === 'ok') setDraftText(data.draft || '');
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} catch (err) {
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const msg = getErrorMessage(err, 'Drafting failed');
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setResult({ status: 'error', reason: msg });
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onShowToast(msg, 'error');
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} finally {
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setDrafting(false);
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}
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};
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const copy = async () => {
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try { await navigator.clipboard.writeText(draftText); onShowToast('Draft copied', 'success'); }
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catch (_) { onShowToast('Could not copy', 'error'); }
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};
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const ok = result && result.status === 'ok';
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return (
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<div className="page-container">
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<h2 className="section-title" style={{ marginBottom: '20px' }}>Outreach</h2>
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<div className="section">
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<div className="index-action-hint" style={{ marginTop: 0, marginBottom: '12px' }}>
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Drafts a tailored LP email in Ten31's voice, grounded in the thesis and that investor's CRM notes + email history. The investor's details are de-identified before Claude sees them and restored locally, so the LP list never leaves Ten31. Drafts only — you review, edit, and send.
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</div>
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<div className="form-group" style={{ marginBottom: '12px', maxWidth: '420px' }}>
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<label className="form-label">Investor</label>
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<select className="select-input" value={investorId} onChange={(e) => setInvestorId(e.target.value)}>
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<option value="">Select an investor…</option>
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{investors.map((iv) => <option key={iv.id} value={iv.id}>{iv.name}</option>)}
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</select>
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</div>
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<div className="form-group" style={{ marginBottom: '12px', maxWidth: '420px' }}>
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<label className="form-label">Type</label>
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<select className="select-input" value={type} onChange={(e) => setType(e.target.value)}>
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{TYPES.map(([v, l]) => <option key={v} value={v}>{l}</option>)}
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</select>
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</div>
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<div className="form-group" style={{ marginBottom: '12px' }}>
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<label className="form-label">Guidance (optional)</label>
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<textarea className="text-input" style={{ width: '100%', minHeight: '54px' }}
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placeholder="e.g. mention the new Giga deal; they asked about lock-up terms"
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value={guidance} onChange={(e) => setGuidance(e.target.value)} />
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</div>
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<div className="index-action-buttons">
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<button onClick={draft} disabled={drafting || !investorId}>
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{drafting ? 'Drafting… (this can take a moment)' : 'Draft outreach'}
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</button>
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</div>
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</div>
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{drafting && <div className="section"><SkeletonBlock lines={6} /></div>}
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{result && !drafting && (
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<div className="section">
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{ok ? (
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<>
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<div className="section-title" style={{ display: 'flex', alignItems: 'center', gap: '8px' }}>
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Draft for {result.investor_name}
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{result.scrub_stats && result.scrub_stats.tokens != null
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? <span className="approval-pill">{result.scrub_stats.tokens} identifiers protected</span> : null}
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</div>
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<textarea className="text-input" style={{ width: '100%', minHeight: '260px', lineHeight: 1.5 }}
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value={draftText} onChange={(e) => setDraftText(e.target.value)} />
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<div className="index-action-buttons" style={{ marginTop: '10px' }}>
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<button onClick={copy}>Copy draft</button>
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</div>
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<div className="index-action-hint" style={{ marginTop: '10px' }}>
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Review and edit before sending. Nothing is sent automatically.
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</div>
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</>
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) : (
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<div className="toast error" style={{ position: 'static' }}>
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{FAIL[result.status] || result.reason || 'Drafting did not complete.'}
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</div>
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)}
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</div>
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)}
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</div>
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);
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};
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const EmailCapturePage = ({ token, user, onShowToast }) => {
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const isAdmin = user?.role === 'admin';
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const [status, setStatus] = useState(null);
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@@ -10751,6 +10877,9 @@
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<button className={`nav-item ${page === 'thesis-workshop' ? 'active' : ''}`} onClick={() => setPage('thesis-workshop')}>
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<span className="nav-item-icon">◆</span> Thesis Workshop
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</button>
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<button className={`nav-item ${page === 'outreach' ? 'active' : ''}`} onClick={() => setPage('outreach')}>
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<span className="nav-item-icon">✎</span> Outreach
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</button>
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<button className={`nav-item ${page === 'system-status' ? 'active' : ''}`} onClick={() => setPage('system-status')}>
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<span className="nav-item-icon">◉</span> System Status
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</button>
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@@ -10786,6 +10915,7 @@
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{page === 'communications' && 'Communications'}
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{page === 'thesis' && 'Thesis'}
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{page === 'thesis-workshop' && 'Thesis Workshop'}
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{page === 'outreach' && 'Outreach'}
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{page === 'system-status' && 'System Status'}
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{page === 'email-capture' && 'Email Capture'}
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{page === 'feature-requests' && 'Feature Requests'}
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@@ -10818,6 +10948,7 @@
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{page === 'communications' && <CommunicationsPage token={token} onShowToast={showToast} />}
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{page === 'thesis' && <ThesisPage token={token} user={user} onShowToast={showToast} />}
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{page === 'thesis-workshop' && <ThesisWorkshopPage token={token} user={user} onShowToast={showToast} />}
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{page === 'outreach' && <OutreachPage token={token} user={user} onShowToast={showToast} />}
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{page === 'system-status' && <SystemStatusPage token={token} user={user} onShowToast={showToast} />}
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{page === 'email-capture' && <EmailCapturePage token={token} user={user} onShowToast={showToast} />}
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{page === 'feature-requests' && <FeatureRequestsPage token={token} onShowToast={showToast} user={user} />}
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