Section 20 · Sales Rep Work Elimination / Zero-Entry CRM
20.17Prospect promise detection
Built in the POC- No.
- 20.17
- DMA's reference
- Decision Book p.39
- Phase
- Phase 1
- Autonomy
- L2 · Prepare, then wait for approval
- DMA's decision
- Yes
What DMA asked for · Decision Book p.39
Catch what the prospect promised, so the rep can follow up.
Why it matters to DMA: A prospect's promise that isn't chased is a deal that stalls.
In our words, from DMA's Product Decision Book v3, page 39.
How we do it
- Commitments the prospect makes are marked as theirs and become a follow-up task for the rep, dated from their words.
- The follow-up e-mail draft repeats what they agreed to, politely.
The flow
It plays on its own while it's on screen; hover or use the controls to pause or step through.
Said
Greg: "I'll get you access to our Google Ads account tomorrow."
- Person
- AI
- Nutshell
Where the data goes
The same six stages on every page. Nothing reaches Nutshell except through the write gate.
- 1Call transcript
Source
A call transcript: pasted, or a Zoom .vtt / .txt file dropped on the account (text only, 512 KB at most).
- 2Sync
Copies Nutshell changes into the bridge database
Reads the account, people and open deals from the mirror, to match the call to the right company.
- 3Bridge database
A copy of the CRM data, plus what the AI works out
The run, the facts with their quotes and the e-mail draft are stored; the transcript is kept encrypted.
- 4AI
Claude models, only through DMA's own gateway
The fast model reads the call and copies exact words; code checks every quote, date and amount. The conversation model drafts the follow-up.
- 5Write gate
The only way back into Nutshell: checked, approved when needed, sent once
Every change waits as one batch for one approval, then leaves through the write gate with 30 seconds to undo.
- 6Nutshell
The system of record
The note, the tasks and the fields appear on the deal, marked as written by DMA AI.
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.tasks | Nutshell's tasks, mirrored; ones the AI proposed are marked. | 18 |
| conv.email_drafts | E-mail drafts, encrypted, with the checks they passed; a draft is never sent without approval. | 39 |
How the tables connect (4)
| Column | Points to | Kept by |
|---|---|---|
| conv.email_drafts.conversation_id | conv.conversations | The application (by id) |
| conv.email_drafts.approval_id | ctrl.approvals | The application (by id) |
| conv.email_drafts.agent_version_id | agent.agent_versions | The application (by id) |
| conv.email_drafts.decision_id | ctrl.decision_log | The application (by id) |
Worked example
Synthetic demo data: every name, business and number is made up.
The prospect's promise on the Summit HVAC call.
The promise
- Said
- "I'll get you access to our Google Ads account tomorrow so you can see what my nephew set up."
- Task
- Follow up: Greg Hollis to provide access to Google Ads account, due Friday 25 September (95% sure)
In the running POC
The CRM updates from one logged call, waiting for one-click approval (a real run on synthetic data).
- 1The note; the prospect's promise is the second task, with Greg's words.
- 2The follow-up e-mail, drafted and claim-checked; approving saves it, it never sends.
- 3One click approves the whole batch; each line can also be edited or dropped.
Dashboard · Approvals, the CRM updates from one call transcript. 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 → Log a call | DMA AI dashboard | Open an account and paste or drop a Zoom transcript. |
Status
Built in the POC. This capability runs in the POC today, on synthetic data, end to end.