Section 20 · Sales Rep Work Elimination / Zero-Entry CRM
20.24Missing-information detection
Designed for Phase 2- No.
- 20.24
- DMA's reference
- Decision Book p.41
- Phase
- Phase 2
- Autonomy
- L1 · Recommend
- DMA's decision
- Yes
What DMA asked for · Decision Book p.41
Spot deals that are missing key information for their stage.
Why it matters to DMA: A deal at proposal stage with no budget or decision maker is at risk.
In our words, from DMA's Product Decision Book v3, page 41.
How we do it
- Scheduled for Phase 2 in DMA's book.
- Each stage gets the facts it should have (for example budget and decision maker by proposal). Deals missing them are flagged with what's missing, and the next call's questions are suggested.
Already in place
- Deals with no next step are flagged today (17.3).
- The scribe fills the six key facts from calls, so gaps are visible per account.
What the later phase adds
- Required facts per stage, from DMA's own sales process.
- A "missing information" flag with the questions to ask.
The flow
It plays on its own while it's on screen; hover or use the controls to pause or step through.
A deal
At proposal stage.
- Nutshell
- Rule in code
- Stored data
Where the data goes
The same six stages on every page. Nothing reaches Nutshell except through the write gate.
- 1Nutshell
Source
Deals and facts.
- 2Sync
Copies Nutshell changes into the bridge database
Mirrors deals and stages.
- 3Bridge database
A copy of the CRM data, plus what the AI works out
Flags with what is missing.
- 4AI
Claude models, only through DMA's own gateway
No AI model is involved: rules decide.
- 5Write gate
The only way back into Nutshell: checked, approved when needed, sent once
Nothing is written to Nutshell.
- 6Nutshell
The system of record
Nutshell is not changed.
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 |
|---|---|---|
| ai.hygiene_flags | One open flag per record and problem (stuck deal, missing next step, former owner, bad email, duplicate), with severity, details and the rule version. | 10 |
| ai.extracted_facts | Facts the AI found, each with the exact quote it came from and a confidence. | 15 |
How the tables connect (1)
| Column | Points to | Kept by |
|---|---|---|
| ai.extracted_facts.prompt_id | agent.prompts | The application (by id) |
Worked example
Synthetic demo data: every name, business and number is made up.
A designed example (synthetic).
A flag
- Deal
- Pinecrest Clinics · SEO · proposal sent
- Missing
- Budget, decision maker
- Ask next
- "Who signs off, and what budget are you working with?"
In the running POC
There is no screen for this one yet: it is designed for Phase 2, as DMA's book decides. The parts listed under “Already in place” run in the POC today.
Status
Designed for Phase 2. DMA's book schedules this for Phase 2. The design is ready and builds on parts that already run in the POC.