Section 13 · Relationship Graph — Follow People, Not Just Companies
13.3Multi-person account view
Built in the POC- No.
- 13.3
- DMA's reference
- Decision Book p.27
- Phase
- Phase 2
- Autonomy
- L2 · Prepare, then wait for approval
- DMA's decision
- Yes
◆ Amended in v3 of the book.
What DMA asked for · Decision Book p.27
Understand that several contacts can belong to the same deal or account.
Why it matters to DMA: So the AI never treats a CMO and a VP at the same company as two unrelated leads.
In our words, from DMA's Product Decision Book v3, page 27.
How we do it
- DMA's book schedules this for Phase 2; the POC already works this way, because the audit and the outreach both work per account, not per person.
- The audit reads an account as one bundle: every contact on it, every deal, note, task and activity. It decides the account's tier, its one next best action, and which person to contact.
- Outreach goes to one chosen person per account, so two people at the same company never get two separate campaigns. People who have left or bounced are marked and skipped.
- The Account 360 screen shows the whole picture in one place: the people with a contactability note each, the deals, and the timeline.
The flow
It plays on its own while it's on screen; hover or use the controls to pause or step through.
Linked in Nutshell
Northside Dental Group has a CMO, an office manager and two old deals.
- Nutshell
- Stored data
- AI
- Rule in code
- Screen
Where the data goes
The same six stages on every page. Nothing reaches Nutshell except through the write gate.
- 1Nutshell
Source
Accounts, their contacts and deals.
- 2Sync
Copies Nutshell changes into the bridge database
Mirrors the links between them.
- 3Bridge database
A copy of the CRM data, plus what the AI works out
People linked to accounts; one profile per account.
- 4AI
Claude models, only through DMA's own gateway
The audit reads the account as a whole.
- 5Write gate
The only way back into Nutshell: checked, approved when needed, sent once
Account-level fields go back through the write gate, within the field rules.
- 6Nutshell
The system of record
One tier and next step per account.
The tables behind it
Drawn from the POC's database catalogue: structure only, no data.
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 |
| crm.account_contacts | Which people belong to which account, and their role. | 6 |
| crm.contacts | The people, with title (email kept as a hash). | 20 |
| ai.account_twin | One current profile per account: tier, next best action, whether anyone is contactable. | 16 |
How the tables connect (1)
| Column | Points to | Kept by |
|---|---|---|
| ai.account_twin.prompt_id | agent.prompts | The application (by id) |
Worked example
Synthetic demo data: every name, business and number is made up.
One account, several people: the screen and the system
What you see
1.The account
The Account 360 opens on one company.
What happens in the system
- Bridge database
crm.accounts · ai.account_twinThe account and its current profile (tier, next best action) are read from the bridge database.
One account with three people (synthetic demo data).
Northside Dental Group, as the audit sees it
| Person | Role | Contactability |
|---|---|---|
| Priya Raman | CMO | Chosen contact for the win-back email |
| Tom Keller | Office manager | Contactable; not emailed (one person per account) |
| Dana Ortiz | Former marketing lead | Not contactable: left the company (note, March 2025) |
In the running POC
Account 360: one company with its people, deals and timeline.
- 1The account, its tier and its one next best action.
- 2Its people, each with a contactability note.
- 3The deals on the account.
Dashboard · Account 360. Captured from the running POC on September 25, 2026; synthetic data.
See it live
Opens the exact screen in the running POC, in a new tab.
| Open | Where | What to try |
|---|---|---|
| Accounts | DMA AI dashboard | Click any row to open its Account 360. |
Status
Built in the POC. This capability runs in the POC today, on synthetic data, end to end.