SSA

Lead Development

lead research and outbound preparation

Preview onlyDraft onlyNo customer sendAuto-send off

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control-center

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Development Mode

observe / assist / auto-send / locked

Observe

Available

Observe and recommend

No customer-facing action is executed.

Assist

Current

Drafts with confirmation review

Current default; drafts can be prepared automatically.

Auto-send

Not open

Low-risk auto, review for risk

Not open in this stage.

Locked

Available

External actions locked

Emergency stop mode for outbound actions.

Review Items

customer-facing action checks

Pending

0

Blocked

0

Failed / Retry

0

Reviewed

0

Recent Reviews

Open Task Progress
No customer-facing action is waiting for review.

Action Boundaries

auto / review / blocked

ActionDecisionRiskBoundaryReason
Lead discoveryAutoLowLocal onlyResearch only.
Company enrichmentAutoLowLocal onlyLocal enrichment.
Customer scoringAutoLowLocal onlyInternal ranking.
Email draftAutoLowLocal onlyDraft only.
Landing page draftAutoMediumLocal onlyDraft only.
Video script draftAutoMediumLocal onlyScript only.
Outbound requestReviewHighReview before actionOutbound request needs review.
Send emailReviewHighReview before actionReview needed before customer-facing action.
CRM updateReviewHighReview before actionReview needed before customer record changes.
Create quotationReviewHighReview before actionReview needed before quote generation.
Create PIReviewHighReview before actionReview needed before PI generation.
Price discountReviewHighReview before actionReview needed before price changes.
Bank/payment actionBlockedCriticalReview before actionBlocked in this phase.

Lead Development Runs

preview only / draft only / no customer send

Runs

0

Candidates

0

Sent

0

No lead development preview yet. Create one to inspect local evidence.

Candidate Customers

evidence / confidence / fit score

Candidate customers will appear here after a preview is created.

Risk Notes

evidence state and customer-facing boundaries

Risk Notes

Preview onlyDraft onlyNo customer send

Evidence / Confidence

No evidence loaded yet.

Quotation Drafts

draft only / not sent

Runs

0

Drafts

0

Sent

0

Draft onlyNot sentNo official quotationNo PINo documentAuto-send off
Quotation drafts will appear here after a candidate customer is selected.

Product Fit Recommendations

local evidence / review

No product fit recommendations yet.

Draft Lines

cost / price / margin references

No draft lines yet; low evidence packets stay in missing inquiry info state.

Cost / Price / Margin References

No local reference selected yet.

Assumptions

No assumptions yet.

Missing Info

productquantityspecsdestination

Evidence References

No evidence reference selected yet.

Recommended Edits

Review prospecting packet before quotation work.

Outbound Review

review required / not executed / not sent

Review Items

0

Executed

0

Sent

0

CRM Writes

0

Review requiredNot executedNot sentCustomer record not updatedNo documentAuto-send off
Review items will appear here after a quotation draft is selected.

Recipient

No recipient selected

Content Summary

No content summary yet.

Expected Action

No expected action selected.

Reference ID

No reference ID yet.

Failure / Retry Strategy

Retry strategy will appear after review creation.

Evidence

No evidence attached yet.

Risk Notes

Review requiredNot executed

Development Plan

preview only / draft only / no customer send

Plan Runs

0

Failed / Retry

0

Executed

0

Sent

0

Preview onlyDraft onlyNot executedNo customer sendReview still requiredAuto-send off
Plan checks will appear here after a preview run.

Failed / Retryable Work

No failed or retryable plan work in this workspace.

Development Metrics

preview data

Candidates

0

Evidence Coverage

0%

Manual Edit Rate

0%

Retryable

0

Fit Distribution

Low

0

Medium

0

High

0

Review Decision Rate

Confirm Once

0%

Reject

0%

Edit Then Confirm

0%

Update Policy

0%

Reply Rate

Waits for a real reviewed pilot; no outbound assumption.

Misjudgment Reasons

Requires reviewed outcomes after a real pilot.

Failure Reasons

No plan failure reasons recorded.

Development Flow

preview only / draft only

1

Discover leads

Preview
2

Enrich company

Preview
3

Score customer fit

Preview
4

Prepare opening angle

Draft only
5

Draft personal email

Draft only
6

Draft landing page

Draft only
7

Draft video script

Draft only
8

Submit for review

Review

Decision Notes

reviewed notes / no automatic send

Decision Notes

Read-only until reviewed
No automatic sendHigh-risk still needs reviewReview still requiredAuto-send off

Manual Decision

No manual decision recorded yet.

High-risk Boundary

No automatic send; high-risk still needs review; customer-facing action still requires review.

Manual Edits

Manual edits will appear after a decision is recorded.

Rejection Reason

No rejection reason recorded.

Policy Suggestion

Policy suggestion remains suggestion-only.

Scope

candidate / workspace

Rollback Note

Rollback note explains how to remove the note without changing customer-facing decisions.

Confirm once

approve_once

One-time confirmation.

Edit then confirm

edit_then_approve

Manual edits before confirmation.

Reject

reject

Stop the proposed action.

Update policy

update_policy

Save the decision pattern later.

Ask Jaden About This Page

uses the current filters and visible data; no external send

ready

What Jaden can see

Your note is saved with this page's current filters, visible records, and totals so Jaden knows what you are looking at.

no active candidate / no active quote draft / no active outbound review

Nothing is sent to customers. This is saved for review in the workspace.