psquared-development/inbox-outreach-pilot

Inbox Outreach Pilot (Demo-Postfach)

One command that moves the EMAIL outreach forward, wherever it stands. It NEVER touches the chatbot track (demoType: CHATBOT/null) and it NEVER sends emails — sending/scheduling stays human, at notifications.psquared.dev → sidebar switch "Inbox".

Autonomy

Run autonomously through the stages. Only stop to ask when a step inherently needs the user (offer deadline for a new batch, confirmation of a new campaign's offer text). Process → report at the end.

Save mode — model routing (DEFAULT)

/inbox-outreach-pilot [full] — save mode is the default; pass full to run everything on the main model.

YOU (the orchestrator, on the session's top model) keep all judgment. Delegate volume work to subagents via the Agent tool with an explicit model override:

| Work | Who/model | Examples | |------|-----------|----------| | Orchestration, decisions, ALL quality gates | Main loop (no delegation) — never delegate: sanity-result interpretation, hallucination spot-checks of drafts vs website, review verdicts (OK_TO_SEND/NEEDS_FIX), anything that writes demoStatus | STEP 2 routing, STEP 3 entirely | | Mechanical data collection | Subagent, model: "haiku" | CRM state queries + client-side joins (STEP 1b), website reachability checks, skip-list lookups, scraping page content for research, collecting draft lists from the notification API | | Customer-facing content generation | Subagent, model: "sonnet" | Per-company inbox demo building (research synthesis → Befund → seeded threads → create_inbox_demo → CRM opp), outreach draft copy via /setup-email-drafts variables. One subagent per company, parallel where independent. |

Rules:

• Content subagents (sonnet) must return the demoId/draftId AND their evidence (which website pages they used) so YOU can verify — their output is never trusted unverified; the STEP 3 sanity gate + your own spot-check always run on the main model.
• If a sonnet subagent's demo fails review twice, rebuild that one yourself on the main model instead of a third delegation.
• Haiku is for fetch-and-format only — never let it make include/exclude decisions about leads or content.
• In full mode: same flow, no model overrides.

STEP 0 — Environment

Read .env (agenthub repo root or cwd): PSQUARED_CRM_TOKEN, NUXT_MCP_DEMO_TOKEN, OPENBRAND_API_KEY, EMAIL_DRAFT_ONLY_BEARER (and NOTIFICATIONS_SERVICE_BEARER_TOKEN if present). Missing token → stop and ask.

STEP 1 — Assess the INBOX pipeline state

Gather ALL of these counts before deciding anything (announce the table):

# a) INBOX opportunities per stage
curl -s -X POST https://crm.psquared.dev/graphql -H "Content-Type: application/json" -H "Authorization: Bearer $PSQUARED_CRM_TOKEN" -d '{"query":"{ pending: opportunities(filter: { demoType: { eq: INBOX }, demoStatus: { eq: PENDING_REVIEW } }) { totalCount } needsFix: opportunities(filter: { demoType: { eq: INBOX }, demoStatus: { eq: NEEDS_FIX } }) { totalCount } okUnassigned: opportunities(filter: { demoType: { eq: INBOX }, demoStatus: { eq: OK_TO_SEND }, campaignId: { is: NULL } }) { totalCount } okAssigned: opportunities(filter: { demoType: { eq: INBOX }, demoStatus: { eq: OK_TO_SEND }, campaignId: { is: NOT_NULL } }, first: 100) { edges { node { id campaignId } } totalCount } sent: opportunities(filter: { demoType: { eq: INBOX }, demoStatus: { eq: SENT } }) { totalCount } }"}'

# b) INBOX-track leads without a demo: companies tagged INBOX_MATE whose
# qualification note says "Track: INBOX" and that have NO opportunity yet.
# Fetch companies + their notes + opportunities and join client-side
# (same approach as /inboxmate-batch-demo Step 1).

# c) Inbox drafts awaiting action (DRAFT = unscheduled, QUEUED = scheduled)
curl -s "https://notifications.psquared.dev/drafts?track=inbox&status=DRAFT&pageSize=200" -H "Authorization: Bearer $EMAIL_DRAFT_ONLY_BEARER"
curl -s "https://notifications.psquared.dev/drafts?track=inbox&status=QUEUED&pageSize=200" -H "Authorization: Bearer $EMAIL_DRAFT_ONLY_BEARER"

STEP 2 — Decide and execute the next step

Work TOP-DOWN through this priority list. Execute the FIRST matching action; after it completes, re-assess (STEP 1) and continue down the list in the same run as long as steps complete autonomously. Stop looping when you hit a human gate (drafts ready to schedule, or a question like the offer deadline).

| # | Condition | Action | |---|-----------|--------| | 1 | Unscheduled inbox drafts exist (DRAFT > 0) | Sanity-gate them (STEP 3), then stop — the user's move is scheduling. Do NOT create more work in parallel; a pending send batch has priority. | | 2 | okAssigned > 0 but those campaigns have no drafts yet | Run /setup-email-drafts for that campaign (it routes INBOX opps to the inbox-demo-outreach template UUIDs automatically). | | 3 | okUnassigned > 0 | Run /plan-campaign inbox (ask the user for offer text + deadline — that's a legitimate stop). | | 4 | needsFix > 0 | Fix inbox demos: read demoReviewIssues from the CRM, repair via update_inbox_demo (full inboxThreads replacement), reset to PENDING_REVIEW — then continue to #5. | | 5 | pending > 0 | Run /review-demos inbox. | | 6 | INBOX-track leads without demos exist (b) | Run /inboxmate-inbox-demo per company (or /inboxmate-batch-demo inbox for >3). Ask ONCE for the offer deadline. | | 7 | No INBOX leads at all | Run /find-leads 15 inbox. | | 8 | Everything empty AND sent > 0 | Run /check-outreach-status and report follow-up state. |

STEP 3 — MANDATORY sanity check before handing over

Whenever drafts are involved (created this run, or found in DRAFT/QUEUED status), ALWAYS run the inbox-aware sanity check before the final summary — no exceptions:

curl -s -X POST https://notifications.psquared.dev/drafts/sanity-check \
  -H "Content-Type: application/json" -H "Authorization: Bearer $EMAIL_DRAFT_ONLY_BEARER" \
  -d '{"draft_ids": ["<id>", ...]}'   # or {"campaign_id": "<uuid>"}

The backend detects demoType: INBOX automatically and checks: demo API reachable with type=inbox, ≥3 seeded threads, ≥1 AI draft present, action mix (archive thread), countdown not expired, not already claimed, draft HTML (CTA href = demo link, footer, campaign_id set, umlauts, body length), follow-up linkage.

• Any healthy: false → fix the cause first (demo via update_inbox_demo, draft via PUT /drafts/:id), re-run the check, only then hand over.
• ADDITIONALLY spot-check 2-3 drafts yourself: open the demoUrl, read one AI draft against the prospect's website — no invented prices/policies (the check can't catch hallucinations; you can).

STEP 4 — Final summary (always)

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INBOX OUTREACH — Status nach diesem Lauf
  Leads (Track INBOX, ohne Demo):  [n]
  Demos PENDING_REVIEW:            [n]
  Demos NEEDS_FIX:                 [n]
  OK_TO_SEND (ohne Kampagne):      [n]
  Kampagne [Name]: [n] Drafts, Sanity: [n]/[n] healthy
  Bereits SENT:                    [n]

Was diesem Lauf passiert ist: [1-3 Zeilen]

➡ DEIN NÄCHSTER SCHRITT: [exactly ONE action, e.g.
  "Drafts prüfen & schedulen: notifications.psquared.dev/drafts → Sidebar 'Inbox' → Kampagne [X] → Schedule"
  or "Offer-Deadline bestätigen, dann läuft /plan-campaign inbox weiter"]
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Guardrails

• NEVER send or schedule emails — human-only.
• NEVER touch chatbot-track opportunities, campaigns or drafts.
• NEVER mix demoTypes in one campaign.
• The closed-campaign guard in /setup-email-drafts (sent drafts or expired offer ⇒ refuse) applies unchanged.
• Companies whose outreachFor contains PERSONAL_ONLY: hands off, always.