Part B · The screens
B.1Today
The home screen: how much dormant revenue the AI found in the CRM, the ten accounts most worth reviving today with the reason why now, and what needs a person. Signing in lands here, so the answer takes no clicks.
- No.
- B.1
- Dashboard address
- /
What you can do here
Each core task, and how many clicks it takes from this screen.
| Task | Clicks | How |
|---|---|---|
| See today's top 10 revivable accounts | 0 | Sign in: Today is the home screen, with the list, each account's estimated value, the reason to call now and the next step. |
| Draft the outreach for all 10 | 1 | Draft emails for all 10. The drafts are written, claim-checked and put in Approvals; nothing is sent. |
| See why an account is on the list | 1 | Why? on its row: the reasons, the points behind the score and what could make it wrong. |
| Correct a tier | 2 | The tier on the row → pick A, B or C. It is logged as your override, with Undo in the message. |
| Join a live website chat | 1 | Join chat on the live-chats line. The AI stops answering that visitor until you hand the chat back. |
| Pause all outreach | 1 | Pause outreach, top right on every screen. Resuming asks for a confirm (2 clicks). |
| Find any account or person | 2 | ⌘K → type the name → Enter. |
How it works behind the scenes
- The numbers come from the account review (the reactivation analyst): every dormant account is scored, tiered A, B or C and given an estimated annual value, a reason to call now quoted from the notes, and a next step.
- The list is read from the bridge database, never from Nutshell directly. Accounts in the measurement control group are left out of the list, so the lift can be measured honestly.
- Draft emails for all 10 asks the outreach writer (the conversation model) for one e-mail per account. Every draft passes the claims check, then waits in Approvals; a fixed 20% of each wave is held out as a control group and gets no e-mail.
- The lines at the bottom: hot website chats in the last 24 hours, chats live right now (join in one click), and how many records the consent gate is blocking, by country.
- Each figure links to where you act on it: the accounts, Approvals, Escalations.
Rules and switches that apply here
- Nothing on Today sends or writes by itself: drafts go to Approvals, tier changes are logged overrides with undo.
- The consent gate blocks outreach in code for records without a lawful basis in their country, whatever a draft says.
- Pause outreach trips the global kill switch: every queued send and write is held and the website chat falls back to a contact form.
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 |
|---|---|---|
| ai.scores | Each account's score, tier, estimated value, reasons and next step. | 20 |
| ai.account_twin | The account's current AI picture: lifecycle, tier and whether it can be contacted. | 16 |
| ctrl.approvals | What is waiting for a person (the "Waiting for you" count). | 22 |
| ctrl.escalations | Cases handed to a person (the "Escalations open" count). | 33 |
How the tables connect (5)
| Column | Points to | Kept by |
|---|---|---|
| ai.scores.prompt_id | agent.prompts | The application (by id) |
| ai.account_twin.prompt_id | agent.prompts | The application (by id) |
| ctrl.escalations.conversation_id | conv.conversations | The application (by id) |
| ctrl.escalations.run_id | agent.runs | The application (by id) |
| ctrl.escalations.decision_id | ctrl.decision_log | The application (by id) |
The screen
localhost:13301/
1 / 3Today: the dormant revenue found, the accounts behind it and the next step (live, synthetic data).
- 1The headline: dormant revenue found across the CRM.
- 2The figures, each linking to where you act on it.
- 3One click drafts the outreach for the top 10 (approval first).
Dashboard · Today. 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 |
|---|---|---|
| Today | DMA AI dashboard | The top 10, Why? on any row, and Draft emails for all 10. |