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CRM & Sales · Showcase capabilityLIVE

Nuevos Clientes

Gives operators a focused queue of new customers to contact through the approved WhatsApp workflow.

CAPABILITY CONTRACT LIVE
ACCESS

Client OwnerOperator

MODE

ExecutePrepareRead

CONTROL

Message approval

01Specific outcome

Defined around a concrete operating result.

02Real inputs

Named sources and authorized records.

03Visible control

Role, mode and approval remain explicit.

04System proof

One capability connected to the wider OS.

How it works

Gives operators a focused queue of new customers to contact through the approved WhatsApp workflow.

Outcome

Gives an ITEMS operator a focused queue of new customer records eligible for the approved WhatsApp workflow.

What the workspace shows

  • Customer and current context
  • Reason for contact
  • Prepared WhatsApp message
  • Open, contacted, replied or handoff state

Operating contract

  • Inputs: New customer records, purchase or inquiry context, conversation state and client-owner eligibility rules.
  • Sources: Supabase, WhatsApp, CRM.
  • Modes: Read, Prepare, Execute.
  • Output: A completed first-contact attempt with conversation state preserved for the company owner.
  • Human control: The operator sees only this assigned queue and cannot access the broader owner or company navigation.

Why it matters to the system

Demonstrates the real three-level hierarchy through a concrete employee workflow.

STANDARD OPERATING LOOP

One capability. One accountable path.

01Observe

Read the authorized source.

02Understand

Add context and evidence.

03Prepare

Create the narrow next action.

04Approve

Pause when policy requires it.

05Execute

Use the assigned tool only.

06Learn

Measure and preserve memory.