Part B · The screens
B.5Accounts
Every company from Nutshell with its tier, estimated value, status and next step, and one click to its Account 360: the facts from old notes with their quotes, the people and whether each can be contacted, the deals, and the timeline.
- No.
- B.5
- Dashboard address
- /accounts
What you can do here
Each core task, and how many clicks it takes from this screen.
| Task | Clicks | How |
|---|---|---|
| Open an account's 360 | 2 | Accounts → the row. The side panel opens; the full page is one more click. |
| See why an account scored as it did | 2 | Accounts → Why? on the row (1 from Today): the reasons, the points behind them and what could make it wrong. |
| Correct a tier | 3 | Accounts → the tier on the row → pick A, B or C (2 from Today). Logged as your override, with Undo. |
| Correct a fact the AI found | 2 | ⌘K → type the account and the fact ("northside renewal") → Tab → type → Enter. Your correction replaces the AI's, which is kept as history. |
| Mark a person do not contact | 3 | ⌘K → the person's name → Do not contact. Outreach to them is blocked at once; Undo is in the message. |
| Log a call | 2 | On the account's page: Log a call → drop the Zoom transcript (.vtt or .txt). Its changes wait in Approvals as one batch. |
| Draft a proposal | 2 | On the account's page: Draft proposal → Draft. The package can be left for the AI to pick from the notes. |
| Act on several accounts | 3 | Accounts → tick a row → Draft (or Do not contact) in the bar that appears; one more tick per extra row. Each row reports its own result, with Undo. |
How it works behind the scenes
- The list and the 360 read the bridge database: the CRM copy kept in step with Nutshell by the sync worker, plus what the AI worked out (score, tier, next step, facts).
- Scores and tiers come from the account review; each fact from old notes keeps the exact words and the date of the note it came from, and a fact without its words is dropped.
- A rep sees only the accounts they own; everyone else sees all of them. The database enforces this for each signed-in person, not the screen.
- Contact details are encrypted in the copy. The 360 lists each person with whether they can be e-mailed and, if not, why (left the company, bounced, no consent, marked do not contact), not their address.
- Nothing here writes to Nutshell directly. Tier and fact corrections are the AI's own data; a logged call or a proposal waits in Approvals, then goes through the write gate.
Rules and switches that apply here
- Do not contact takes effect at once and blocks every send to that person in code, whatever a draft says.
- The consent gate blocks outreach to records without a lawful basis in their country.
- A logged call's changes wait 30 seconds after approval before they are written, so they can be undone.
The tables behind it
PK primary keyFK reference the database enforces (solid line)ID reference kept by id (dashed line)
| Table | What it holds | Columns |
|---|---|---|
| crm.accounts | Companies mirrored from Nutshell. | 17 |
| ai.scores | Each account's score, tier, estimated value, reasons and next step. | 20 |
| ai.extracted_facts | Facts from old notes and calls, each with the exact words it came from. | 15 |
| ai.account_twin | The account's current AI picture: lifecycle, tier, next best action and contactability. | 16 |
How the tables connect (3)
| Column | Points to | Kept by |
|---|---|---|
| ai.scores.prompt_id | agent.prompts | The application (by id) |
| ai.extracted_facts.prompt_id | agent.prompts | The application (by id) |
| ai.account_twin.prompt_id | agent.prompts | The application (by id) |
The screen
localhost:13301/accounts
1 / 4Accounts: every company with its tier, value, status and next step (live, synthetic data).
- 1Filter by tier; search by name or domain.
- 2The tier: click to correct it.
- 3Why? explains the score.
Dashboard · Accounts. Captured from the running POC on September 25, 2026; synthetic data.
See it live
Opens the screen in the running POC, in a new tab.
| Open | Where | What to try |
|---|---|---|
| Accounts | DMA AI dashboard | Click a row for the 360; Why? explains the score. |