3 Commits

Author SHA1 Message Date
Keysat 49f84ca9a4 outreach: per-user voice from own emails + transparency; active-thread context (v0.1.0:70)
Voice upgrade. draft_outreach now learns the SENDER's voice: the codified rules PLUS a
few-shot of that user's own recent sent emails (_voice_examples; from_email = the
sender, de-identified in the same scrub batch as the recipient context, reference-only).
The response returns which of the sender's emails were used (subject + date + recipient),
shown in the UI as "Voice based on: …" — transparency to avoid the black-box problem.
Falls back to rules-only with a clear note when the user has no captured sent email.

Context restructured: _context groups the investor's email by thread and labels the most
recent thread as the "Active conversation (what you are replying to)" with earlier emails
as background, so replies stay on-topic instead of dredging old threads.

Sender email resolved in handle_outreach_draft (users table by user_id). Test extended
(active/background split, voice examples + meta, no-sender fallback). Fixed a UI bug the
preview caught: the manual Draft button was onClick={draft}, which passed the click event
as the investor arg after draft() gained params -> circular-JSON error; now onClick={()=>draft()}.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-08 22:06:38 -05:00
Keysat 787d580550 outreach: follow-up radar — deterministic "needs attention" + one-click draft (v0.1.0:69)
The Outreach page now opens with a "Needs attention" list. A deterministic scan
(outreach_agent.follow_up_radar) surfaces investors per the email history: tier 0 "you
owe a reply" (their email is the most recent, unanswered, >=3d), tier 1 flagged + quiet,
tier 2 warm lead gone quiet (no contact in >=45d). Most urgent first; every reason is
verifiable from the data (no LLM in the surfacing — the deliberate fix for the trust
problem that sank objection-grounding). Excludes graveyard; needs email history. One
click sets the investor + suggested type (follow-up/nurture) and runs the existing
outreach drafter. Route GET /api/outreach/radar. Test mcp/test_outreach.py extended
(owe-reply/warm-quiet/recent/graveyard/order). Verified live in preview.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-08 21:31:52 -05:00
Keysat b5619d61e1 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>
2026-06-08 20:06:46 -05:00