Section 8 · AI Mini-Consultant — Earn the Meeting
8.3Personalized opportunity brief
Designed for Phase 2- No.
- 8.3
- DMA's reference
- Decision Book p.20
- Phase
- Phase 2
- Autonomy
- L3 · Act within rules
- DMA's decision
- Yes
What DMA asked for · Decision Book p.20
Automatically create a short DMA-branded summary of what was found and the next steps.
Why it matters to DMA: It gives the prospect something to keep and forward inside their company.
In our words, from DMA's Product Decision Book v3, page 20.
How we do it
- DMA's book schedules this for Phase 2. The content already exists at the end of every chat: the three findings with their evidence, the visitor's problem in their words, and the chat summary.
- Designed flow: at the end of a qualified chat, the findings and summary are laid out as a one-page DMA brief, checked by the same claims rules, and offered as a link or sent to the email the visitor gave when booking.
- Sending it follows the same consent and send rules as any email.
Already in place
- The three findings with evidence (8.1) and the chat summary, stored with the conversation.
- A PDF generator already used for proposals, with checks on every claim.
- Consent recorded at booking, and the send governor for any email.
What the later phase adds
- A one-page opportunity brief template, approved by DMA.
- A "send me the summary" option at the end of the chat, and the brief attached to the Nutshell lead.
The flow
It plays on its own while it's on screen; hover or use the controls to pause or step through.
The chat qualifies
The visitor's problem, the three findings and the summary are known.
- Screen
- Stored data
- Rule in code
- Nutshell
Where the data goes
The same six stages on every page. Nothing reaches Nutshell except through the write gate.
- 1Website chat
Source
The problem, the findings and the summary.
- 2Sync
Copies Nutshell changes into the bridge database
Not involved.
- 3Bridge database
A copy of the CRM data, plus what the AI works out
The review and the chat summary.
- 4AI
Claude models, only through DMA's own gateway
Lays out the brief from stored content only.
- 5Write gate
The only way back into Nutshell: checked, approved when needed, sent once
Attaches the brief to the lead.
- 6Nutshell
The system of record
The rep has the same brief the prospect has.
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.site_reviews | The findings the brief is built from. | 18 |
| conv.conversations | The chat and its outcome. | 22 |
How the tables connect (3)
| Column | Points to | Kept by |
|---|---|---|
| ai.site_reviews.conversation_id | conv.conversations | The application (by id) |
| ai.site_reviews.prompt_id | agent.prompts | The application (by id) |
| conv.conversations.agent_version_id | agent.agent_versions | The application (by id) |
Worked example
Synthetic demo data: every name, business and number is made up.
What a brief for the BrightSmile Dental demo chat would contain (design).
Opportunity brief: BrightSmile Dental
- What you told us
- New patients are down at two of your three offices.
- Three things we'd fix
- The home page title; map links and business details on location pages; a 6 MB home page on phones.
- Next step
- A 45-minute call with a DMA strategist (booked for Tuesday, 10:00).
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.