Section 20 · Sales Rep Work Elimination / Zero-Entry CRM
20.25Pipeline-stage correction
Designed for Phase 2- No.
- 20.25
- 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
Suggest the right pipeline stage when a deal's stage is wrong.
Why it matters to DMA: Wrong stages make the forecast wrong.
In our words, from DMA's Product Decision Book v3, page 41.
How we do it
- Scheduled for Phase 2 in DMA's book.
- When the evidence says a deal has moved (a proposal sent, a signed order), the AI suggests the stage with the evidence. It is L1 in the book: a person accepts it.
Already in place
- Stuck deals are flagged by stage (17.2).
- Proposal dates and values found in notes are kept with their quotes.
What the later phase adds
- A stage suggestion with its evidence, accepted in one click.
The flow
It plays on its own while it's on screen; hover or use the controls to pause or step through.
Evidence
A note says the proposal went out.
- Stored data
- AI
- Person
Where the data goes
The same six stages on every page. Nothing reaches Nutshell except through the write gate.
- 1Nutshell
Source
Notes, calls and deals.
- 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
The suggestion and evidence.
- 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
The stage change leaves through the write gate once accepted.
- 6Nutshell
The system of record
The deal's stage.
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.extracted_facts | Facts the AI found, each with the exact quote it came from and a confidence. | 15 |
| ctrl.outbox | The write gate: each proposed Nutshell change, its approval and what it replaced. | 28 |
How the tables connect (2)
| Column | Points to | Kept by |
|---|---|---|
| ai.extracted_facts.prompt_id | agent.prompts | The application (by id) |
| ctrl.outbox.approval_id | ctrl.approvals | The database (foreign key) |
Worked example
Synthetic demo data: every name, business and number is made up.
A designed example (synthetic).
A suggestion
- Deal
- In Qualification
- Evidence
- "Proposal went out May 7" (note)
- Suggest
- Proposal sent
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.