Commit Graph

2 Commits

Author SHA1 Message Date
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