Mixed freshness. Depending on the panel, rows here are read live from elisa-core or come from a frozen copy of ELISA’s local store taken on 22 October 2026 — each panel says which, underneath itself. No agent is running.

ELISASales
Connecting

Approvals

Work paused at the approval gate. Nothing is published, sent, moved or overwritten until it is approved here.

Nothing here yet

Work paused at the approval gate. Nothing is published, sent, moved or overwritten until it is approved here.

The backend for this is still being built.

Technical detail
  • GET /api/approvals?status=pending
  • POST /api/approvals/:approvalId/approve
  • POST /api/approvals/:approvalId/reject

This sector’s fleet

Real rows from elisa.db, scoped to this sector’s own agents — not the business surface above, which this sector does not yet have rows for.

Agents (7)

  • Orchestrator · Sales + CRM sector orchestrator

    Coordinate lead discovery, outreach, reply handling, proposals, pipeline state and retention, and protect pipeline quality from volume.

    sales.orchestrator
    0 skillsIdle — nothing queued
  • Agent 1 · Prospecting & Enrichment

    Find, enrich and qualify lead candidates against the ICP without ever inventing contact data.

    sales.agent_1
    1 skillHolds work
  • Agent 2 · Outreach & Follow-up

    Draft personalised outreach and bounded follow-up for qualified leads, and route every send through Gmail under an approval token.

    sales.agent_2
    2 skillsIdle — nothing queued
  • Agent 3 · Pipeline & Reporting

    Keep CRM state accurate and report the real commercial position, including when the position is nothing.

    sales.agent_3
    0 skillsHolds work
  • Agent 4 · Inbound, reply triage & meetings

    Classify every inbound reply, form submission and social message into the seven reply classes, and get the real ones onto the calendar.

    sales.agent_4
    1 skillIdle — nothing queued
  • Agent 5 · Proposal, scope & pricing

    Turn a qualified, interested lead into a scoped proposal priced against what Wish Master can actually deliver.

    sales.agent_5
    1 skillIdle — nothing queued
  • Agent 6 · Account & retention

    Own the relationship after the deal: delivery check-ins, renewal and upsell cases, referral asks, and the record of what each existing client actually got.

    sales.agent_6
    0 skillsIdle — nothing queued

7 rows · agents, agent_status_cache · read 2026-10-25T19:15:08.069Z

Skills (5)

5 distinct skills held in this sector — out of 262 in the catalogue fleet-wide.

  • email×1
  • humanizer×1
  • productivity×1
  • social-media×1
  • wishmaster-email×1

5 rows · agent_skills ⋈ skills, scoped to this sector · read 2026-10-25T19:15:08.069Z

Lessons (23)

7 binding (L0, enforced at the tool call) and 16 advisory (L1) in this sector — 40 of 155 are binding fleet-wide.

Binding — L0

  • crm.sends.no.emailaccepted

    Never call wish-crm send_email or send_template: since 2026-10-20 the CRM sends nothing, so the call writes a false outreach record. Gmail MCP sends, approval-gated per lead.

    Outreach & Follow-up · agent · confirmed 1×
  • trash.is.human.onlyaccepted

    Never call trash_lead or any delete. Archiving is reversible; deletion is a human decision with no undo in this system.

    Pipeline & Reporting · agent · confirmed 1×
  • drive.never.sharedaccepted

    Never call share_file or change permissions on a Drive file. A proposal leaves as an approved send, not as a link that quietly became public.

    Proposal, scope & pricing · agent · confirmed 1×
  • lead.lists.never.leave.the.crmaccepted

    A scraped or enriched contact list is written into wish-crm, never dumped to a local file, a spreadsheet or a log. An exported list is a data-leak with no owner.

    Prospecting & Enrichment · agent · confirmed 1×
  • mail.cli.forbiddenaccepted

    No mail is ever sent from a terminal call. himalaya, msmtp, sendmail, swaks and curl-to-SMTP all route around the approval token, so they are refused.

    Outreach & Follow-up · agent · confirmed 1×
  • no.db.writesaccepted

    Never open elisa.db or kanban.db for writing from a tool call. The applier and the domain layer are the only writers; sqlite is single-writer and a stray write corrupts it.

    Pipeline & Reporting · agent · confirmed 1×
  • mail.cli.forbiddenaccepted

    No mail is ever sent from a terminal call. The email bundle's himalaya send path, and msmtp/sendmail/swaks, route around the approval token, so they are refused.

    Inbound, reply triage & meetings · agent · confirmed 1×

Advisory — L1

  • outcomes.not.activityaccepted

    Report replies, meetings booked and work won. Emails drafted and leads added are inputs, not outcomes, and must never head a sector report.

    Sales + CRM sector orchestrator · agent · confirmed 1×
  • erp.is.canonicalaccepted

    Pipeline state is elisa.db plus wish-crm. Notion and Slack are not dependencies and are never consulted for truth.

    Sales + CRM sector orchestrator · agent · confirmed 1×
  • contacts.never.inventedaccepted

    A contact detail is read from a named source or it is not written. Pattern-guessed addresses are the single fastest way to burn the sending domain.

    Prospecting & Enrichment · agent · confirmed 1×
  • firecrawl.linkedin.blockedaccepted

    linkedin.com is blocked on the rotator. An empty scrape is a block, never evidence that a person or contact does not exist.

    Prospecting & Enrichment · agent · confirmed 1×
  • send.never.unapprovedaccepted

    A send needs an approvals row in status='approved' naming the lead and the template. One approval covers one batch; it never rolls forward to the next.

    Outreach & Follow-up · agent · confirmed 1×
  • stage.needs.cited.eventaccepted

    Every lead_stage_change carries the id of the reply, meeting, invoice or instruction that justifies it. A stage moved on inference is a fabricated pipeline.

    Pipeline & Reporting · agent · confirmed 1×
  • unknown.is.an.answeraccepted

    An ambiguous reply is classified unknown and escalated. Upgrading a maybe to interested manufactures a pipeline that collapses at the meeting.

    Inbound, reply triage & meetings · agent · confirmed 1×
  • unsubscribe.is.immediateaccepted

    An unsubscribe becomes a suppression flag in the same run it is read. There is no batch, no review queue and no exception.

    Inbound, reply triage & meetings · agent · confirmed 1×
  • scope.within.capabilityaccepted

    Nothing from the DOES-NOT column is ever scoped. A gap is named in the proposal as a gap; quoting it is how a project fails before it starts.

    Proposal, scope & pricing · agent · confirmed 1×
  • price.is.his.callaccepted

    Never invent a price, a discount or a payment term. TBD plus an escalation is correct; a plausible number is not.

    Proposal, scope & pricing · agent · confirmed 1×
  • no.ranking.on.thin.dataaccepted

    With fewer than three delivery records an account gets a list and a stated uncertainty, never a rank or a score. Deepak's standing rule.

    Account & retention · agent · confirmed 1×
  • client.permission.per.clientaccepted

    No client name, logo or result is published without that client's recorded permission. Several existing clients have named restrictions.

    Account & retention · agent · confirmed 1×
  • outcomes.not.activityaccepted

    An account_health_note records what the client got and what changed, not how many times anyone checked in.

    Account & retention · agent · confirmed 1×
  • crm.sends.no.emailaccepted

    Never call wish-crm send_email or send_template: since 2026-10-20 the CRM sends nothing, so the call writes a false outreach record. Gmail MCP sends, approval-gated per lead.

    Outreach & Follow-up · agent · confirmed 1×
  • trash.is.human.onlyaccepted

    Never call trash_lead or any delete. Archiving is reversible; deletion is a human decision with no undo in this system.

    Pipeline & Reporting · agent · confirmed 1×
  • drive.never.sharedaccepted

    Never call share_file or change permissions on a Drive file. A proposal leaves as an approved send, not as a link that quietly became public.

    Proposal, scope & pricing · agent · confirmed 1×

23 rows · agent_lessons, scoped to this sector · read 2026-10-25T19:15:08.069Z

SOP (1)

  • sales.lead_to_follow_up · v1active

    Seeded from the spec's step list.

    Body
    # SOP: Lead To Follow Up

Source: D:\ELISA\ELISA_WORKFLOWS_SOPS.md, verbatim step list. Seeded 2026-10-20.

## Steps

1. Research or Marketing creates an ICP and target segment.
2. Sales Agent 1 finds and enriches lead candidates.
3. The agent verifies company, role, contact, source, and buying signal.
4. Sales Orchestrator creates an outreach job for qualified records.
5. Agent 2 drafts a personalized message and selects a sequence.
6. Send remains approval-gated until the send policy is explicitly configured.
7. Replies are classified into interested, question, not now, not fit, referral, unsubscribe, or unknown.
8. Agent 3 updates CRM state and creates the next action.
9. Stale or completed threads are archived according to policy; trash remains restricted.
10. Daily and weekly reports summarize activity, replies, meetings, conversion, and blockers.

1 row · sop_versions, scoped to this sector · read 2026-10-25T19:15:08.071Z

Memory (29)

29 memory rows.

  • charter.1fact

    Two tracks: Track A warm (referral, network, inbound) and Track B cold. Never mix their sequences or their reporting.

    Sales + CRM sector orchestrator · recall 1 · weight 100
  • charter.2fact

    wish-crm SENDS NO EMAIL since 2026-10-20. Gmail MCP is the only send path, and it is approval-gated.

    Sales + CRM sector orchestrator · recall 1 · weight 99
  • charter.3fact

    There are no clients in pipeline yet. A report that shows activity instead of outcomes is not a report.

    Sales + CRM sector orchestrator · recall 1 · weight 98
  • charter.4fact

    Sales has almost no skill coverage; this sector runs on MCP calls and judgement, not skills.

    Sales + CRM sector orchestrator · recall 1 · weight 97
  • charter.1fact

    Never invent a contact detail. An unverified address is left unverified, not pattern-guessed.

    Prospecting & Enrichment · recall 1 · weight 100
  • charter.2fact

    linkedin.com is blocked on firecrawl-rotator; X profile lookup works from the VM but X search 404s.

    Prospecting & Enrichment · recall 1 · weight 99
  • charter.3fact

    Apify is dropped. Any lead source that needs it is dead, not pending.

    Prospecting & Enrichment · recall 1 · weight 98
  • charter.4fact

    Lead buckets and their source field are mandatory: a lead with no source cannot be outreached.

    Prospecting & Enrichment · recall 1 · weight 97
  • charter.1fact

    wish-crm SENDS NO EMAIL since 2026-10-20. send_email/send_template log a send that never happened. Gmail sends.

    Outreach & Follow-up · recall 1 · weight 100
  • charter.2fact

    A reply ends the sequence. Suppression flags and 'not now' cool-offs are absolute.

    Outreach & Follow-up · recall 1 · weight 99
  • charter.3fact

    Copy is first person singular: I/my/me. Never we/us/our/agency/team.

    Outreach & Follow-up · recall 1 · weight 98
  • charter.4fact

    Email brand rules: LIGHT theme, centred footer, team@, no copyright line.

    Outreach & Follow-up · recall 1 · weight 97
  • charter.1fact

    A stage change needs a cited event id. No event, no move. Won is always escalated.

    Pipeline & Reporting · recall 1 · weight 100
  • charter.2fact

    Archive is reversible; trash is restricted to a human. trash_lead is never called from here.

    Pipeline & Reporting · recall 1 · weight 99
  • charter.3fact

    Log outcomes, not activity. 'No movement this week' is a valid and useful report.

    Pipeline & Reporting · recall 1 · weight 98
  • charter.4fact

    wish-crm sends no email; the outreach log is the only record that an email went out.

    Pipeline & Reporting · recall 1 · weight 97
  • charter.1fact

    Seven reply classes: interested, question, not now, not fit, referral, unsubscribe, unknown. Unknown is a real answer.

    Inbound, reply triage & meetings · recall 1 · weight 100
  • charter.2fact

    The email skill bundle contains himalaya, which can send mail. Reading only; Gmail MCP for everything else.

    Inbound, reply triage & meetings · recall 1 · weight 99
  • charter.3fact

    An unsubscribe is written as a suppression the moment it is read, not queued for a batch.

    Inbound, reply triage & meetings · recall 1 · weight 98
  • charter.4fact

    A reply ends the sequence. Tell sales.agent_2 and sales.agent_3 the same hour.

    Inbound, reply triage & meetings · recall 1 · weight 97
  • charter.1fact

    Every deliverable is checked against the Capability Truth Map DOES / DOES-NOT ledger before it is quoted.

    Proposal, scope & pricing · recall 1 · weight 100
  • charter.2fact

    Prices and payment terms come from Deepak. An unpriced line is TBD, never an estimate.

    Proposal, scope & pricing · recall 1 · weight 99
  • charter.3fact

    Wish Master is one freelancer; a proposal never implies a team or a studio.

    Proposal, scope & pricing · recall 1 · weight 98
  • charter.4fact

    Deliverables are text and files in the terminal and in Drive, not PDFs for their own sake.

    Proposal, scope & pricing · recall 1 · weight 97
  • charter.1fact

    Client visibility is per-client permission. SKYRO handover is done; VALORAE Cast's VPS is off-limits; Konal's APK is behind its source.

    Account & retention · recall 1 · weight 100
  • charter.2fact

    A renewal case cites a delivery record or it is not written.

    Account & retention · recall 1 · weight 99
  • charter.3fact

    I never contact a client directly. sales.agent_2 sends, under approval.

    Account & retention · recall 1 · weight 98
  • charter.4fact

    Refuse to rank accounts on thin data; under three deliveries it is a list, not a ranking.

    Account & retention · recall 1 · weight 97
  • outreach.without.approvalnever

    Never send outreach. Drafts only; sending is approval-gated.

    Prospecting & Enrichment · recall 1 · weight 9

29 rows · agent_memory, scoped to this sector · read 2026-10-25T19:15:08.070Z

Activity (230)

Showing the latest 30 of 230 events for this sector's agents.

  • 20/10/2026, 13:59:49funnel.entry.createdProposal, scope & pricing
  • 20/10/2026, 13:59:49funnel.entry.createdOutreach & Follow-up
  • 20/10/2026, 13:59:49funnel.entry.createdInbound, reply triage & meetings
  • 20/10/2026, 13:15:11agent_lesson.promotedProposal, scope & pricing
  • 20/10/2026, 13:15:11agent_lesson.candidateProposal, scope & pricing
  • 20/10/2026, 13:15:11feedback.recordedProposal, scope & pricing
  • 20/10/2026, 13:15:11agent_lesson.retiredProposal, scope & pricing
  • 20/10/2026, 13:15:11agent_lesson.promotedPipeline & Reporting
  • 20/10/2026, 13:15:11agent_lesson.candidatePipeline & Reporting
  • 20/10/2026, 13:15:11feedback.recordedPipeline & Reporting
  • 20/10/2026, 13:15:11agent_lesson.retiredPipeline & Reporting
  • 20/10/2026, 13:15:11agent_lesson.promotedOutreach & Follow-up
  • 20/10/2026, 13:15:11agent_lesson.candidateOutreach & Follow-up
  • 20/10/2026, 13:15:11feedback.recordedOutreach & Follow-up
  • 20/10/2026, 13:15:11agent_lesson.retiredOutreach & Follow-up
  • 20/10/2026, 13:13:47agent_lesson.repeatProposal, scope & pricing
  • 20/10/2026, 13:13:47feedback.recordedProposal, scope & pricing
  • 20/10/2026, 13:13:47agent_lesson.repeatPipeline & Reporting
  • 20/10/2026, 13:13:47feedback.recordedPipeline & Reporting
  • 20/10/2026, 13:13:47agent_lesson.repeatOutreach & Follow-up
  • 20/10/2026, 13:13:47feedback.recordedOutreach & Follow-up
  • 20/10/2026, 12:41:04agent_lesson.promotedPipeline & Reporting
  • 20/10/2026, 12:40:04agent_lesson.promotedAccount & retention
  • 20/10/2026, 12:40:04agent_lesson.candidateAccount & retention
  • 20/10/2026, 12:40:04feedback.recordedAccount & retention
  • 20/10/2026, 12:40:04agent_lesson.promotedAccount & retention
  • 20/10/2026, 12:40:04agent_lesson.candidateAccount & retention
  • 20/10/2026, 12:40:04feedback.recordedAccount & retention
  • 20/10/2026, 12:40:04agent_lesson.promotedAccount & retention
  • 20/10/2026, 12:40:04agent_lesson.candidateAccount & retention

230 rows · events, scoped to this sector · read 2026-10-25T19:15:08.071Z