Misraj GTM — Platform Guide

A single prioritized worklist that unions everything needing a human right now: pending approvals, conversations needing attention, unmatched inbound replies, inbound leads, monitoring alerts, and stuck journeys — plus a daily digest.

1. Scan the grouped bands (Approvals waiting, Conversations, Unmatched replies, Inbound leads, Alerts, Stuck journeys) — ordered by priority.
2. Click an item's title to deep-link straight into its source page (Approvals, Inbox, Journey Board, etc.).
3. Click Snooze 24h to hide an item until tomorrow, or Dismiss to clear it from your worklist.
4. Toggle Slack / Email switches per event type under Notification preferences, and set the daily-digest hour (Riyadh time).

Live-ops overview combining the overall funnel, per-product KPIs, bookings, meeting prep, campaign performance and win/loss — refreshed automatically.

1. Check the attention strip at the top for anything urgent.
2. Read the funnel and conversion tiles, then the per-product funnel breakdown.
3. Scroll to Bookings and Meeting Prep for what's coming up.
4. Review Campaign Performance and Win/Loss.

Analysis view of conversion by stage/product/motion, win rates, source ROI, title/seniority/sector cohorts, trends, and a cross-motion rollup.

1. Set the After / Before date filters and pick a Product filter.
2. Switch the win-rate grouping between product, motion, or campaign.
3. Switch the cohort grouping between title, seniority, or sector.
4. Review the KPI header, funnel trend chart, win-rate table, source ROI card, cohort table, and motion rollup.

Kanban board of every contact's position in the outreach state machine, grouped into operator-friendly stage columns with per-card journey and approval status.

1. Filter by Lane (Sara / Rawan), Channel (LinkedIn / Email), or Product.
2. Click a card to open its Journey Timeline drawer — full history plus next-action countdown.
3. From the drawer, click Close journey (with an optional reason) to manually retire a stalled contact.
4. Click a card's “Draft pending approval” badge to jump straight to that draft in Approvals.

The human gate: every AI-drafted email or LinkedIn message lands here for approval before it can ever be queued to send.

1. Filter by tab (Pending / Approved / Rejected / All), channel, and sort order.
2. Select a draft to see its full content, evidence, and reasoning.
3. Edit the subject/body inline, then click Approve with edits — or Approve draft to send as-is.
4. Click Reject draft or Request revision, optionally with a note.
5. Select several with checkboxes and use the bulk toolbar, or use keyboard shortcuts j/k to navigate and a/r to approve/reject.

Unified conversation view — email and LinkedIn threads per contact — with the reply agent's suggested draft shown inline, using the same approve/edit/reject controls as Approvals.

1. Filter by status tab (All / Draft / Open / Closed) and channel; search by contact or account.
2. Select a conversation to load the full thread.
3. Review the Reply draft panel and edit the body or subject if needed.
4. Click Approve, Approve with edits, Reject, or Request revision.

The outbound send queue: status tiles, filters, per-item detail, kill switches / stop rules, and a stuck-sends panel.

1. Click a status tile (queued / sending / sent / failed) to filter the queue.
2. Filter by channel in the filter bar.
3. Select rows and click Retry or Cancel.
4. Open the Execution Item Detail modal from a row's menu.
5. Use the Stuck Sending panel and the Kill Switches / Stop Rules controls to pause or resume.

The agent task spine: Agent Health, Relay Health, an Agent Board (kanban by task status), an Orchestrator Inbox, a Human Decision Queue, Quarantine, and a run Timeline.

1. Scan Agent Health and Relay Health at the top.
2. Review the Agent Board columns: queued, running, waiting for orchestrator review, completed, failed, blocked, quarantined, cancelled.
3. In Orchestrator Inbox, click Review output to open a run's detail drawer.
4. In the Human Decision Queue, click Decide — this hands off to Approvals for the actual decision.
5. Check Quarantine, Decision Split, Reaped Runs, and the Timeline in the side rail.

The live list of always-on product-motion campaigns — name, channel, status — with in-row pause/resume.

1. Click Refresh live records to reload the list.
2. Click Pause or Resume directly on a campaign row.
3. Use the Create campaign card to submit a name, channel, and status.
4. Expand the Developer accordion for a raw update form.

Launch SPECIAL campaigns with a custom objective and custom audience (e.g. investor outreach, partnerships, recruiting, events, PR) — separate from the always-on product motion, with a pitch grounded in the verified Knowledge Base.

1. Click New special campaign to open the 4-step wizard: Objective → Audience → Pitch → Cadence & review.
2. Fill in objective, name, brief, and optional product, then step through Audience and Pitch.
3. Click Create draft campaign (always created as draft).
4. Open a campaign's detail page: Targets / Funnel / Approvals / Replies tabs.
5. On Targets, click Source targets, Import list, Discover contacts, or Enroll approved.
6. Approve or exclude each candidate target, then Launch, Pause, or Archive the campaign from its header.

Cadence/sequence step-list builder plus A/B copy-test tracking, in two tabs.

1. On the Sequences tab, click New sequence, then select it to edit its steps.
2. Click Add step to append a cadence step; use the trash icon to remove one.
3. Click Activate or Archive on a sequence definition.
4. Switch to A/B Experiments, click New experiment, then Add variant.
5. Click Start to launch an experiment, or conclude/delete a variant to end it.

The target account book — name, domain, status — with a detail drawer for audited edits and related contacts/evidence.

1. Filter by Product using the dropdown.
2. Click a row to open the Account Detail Drawer.
3. Change Status in the drawer and click Save.
4. Select rows via checkboxes and use a bulk “Mark …” action (discovered / qualified / disqualified / active / paused).

Rep–to–account ownership board: owner summary tiles, an owner-filter tab bar, and per-row owner assignment.

1. Review the unassigned / owner summary tiles.
2. Click an owner tab (or Unassigned / All) to filter the table.
3. Change an account's Owner directly via the row's dropdown.
4. Select multiple rows, pick a target owner, and click Assign owner in the bulk bar.

One card per sellable product showing its Ideal Customer Profile — personas, wedge line, priority, status, per-source signal queries, and booking URL — plus sourced/contacted accounts with fit scores.

1. Click Edit on a product card.
2. Edit the wedge line, personas (one per line), priority, status (Sellable / On hold), booking URL, and signal queries.
3. Click Save changes — this is the exact row the sourcing and enrollment agents read at runtime.
4. Expand a card to see its Sourced vs. Contacted accounts, each with a fit score.

The people book — name, account, title, email, status, journey stage, product — with drawer-based audited edits.

1. Filter by Product, search box, and status/journey facets.
2. Click a row to open the Contact Detail Drawer.
3. Select rows via checkboxes and apply a bulk “Mark …” status action.
4. Click Refresh to reload the live list.

Business-development pipeline — partner opportunities the BD agent proposes weekly, one card per collaboration area, curated by status.

1. Click a status tab (All, or a specific status) to filter.
2. Click a card to open its detail drawer.
3. Pick a new status from “Choose a transition” and click to apply it.

Upsell/cross-sell recommendations for existing customers, grouped by account, each candidate product with rationale and evidence.

1. Filter by status tab.
2. Browse candidates grouped under each customer account.
3. Click a candidate card to open its detail drawer.
4. Pick a new status transition and apply it.

Re-engagement pool for everything other motions closed without a win — no reply, no-show, lost deal, not interested — cooling until a new signal justifies a re-touch.

1. Review the “eligible for this week's scan” badge count.
2. Click a status tab to filter the pool.
3. Click an entry to open its detail drawer (defer / exclude actions live there).

CRM leads synced from Odoo, each enriched with AI research, a solution mapping, and priority ranking.

1. Sort/filter by Stage or Research-status; use the search box.
2. Click a lead row to open its full research and solution-mapping detail.
3. Click Refresh to reload.

Request contact-data enrichment for an account, and track the live status of past enrichment requests.

1. Search and select an account in the account picker.
2. Choose a data provider (Apollo or Prospeo) and optionally add a purpose note.
3. Click Request enrichment to queue it.
4. Review the Requests table (account / provider / status / updated), filterable by status and provider.

Booking lifecycle board (Upcoming / Needs outcome / Past) with a per-booking timeline and an AI-drafted pre-meeting rep brief.

1. Switch tabs between Upcoming, Needs outcome, and Past.
2. Click View on a booking to open its detail drawer.
3. Review the lifecycle timeline and the pre-meeting rep brief; click Mark reviewed.
4. Click Mark completed or Mark no-show (with an optional note).

Competitor watch — company-wide and per-product — plus a category-filterable market-intel signal feed and a Battlecards tab.

1. Filter by Product at the top.
2. Filter company competitors by segment and market intel by category.
3. Click a competitor's link icon to open its homepage, or a “Source” link on an intel card.
4. Switch to Battlecards; click Refresh to enqueue a sales-enablement update, or Archive to retire one.

Unified buying/intent signal feed — Twitter, LinkedIn, community, GitHub, news — with source/product/status filters and intent-scored cards.

1. Filter by Source chip and Product.
2. Switch status tabs (e.g. discovered, archived).
3. Click a signal to open its detail drawer and change its status.
4. Select rows and use the bulk bar to Mark reviewed or Dismiss — triage only, no outbound action is taken here.

Weekly board of scheduled LinkedIn/X posts across the team's personal accounts, laid out as day columns by account.

1. Use the Previous/Next week arrows, or click This week.
2. Click a post card to open its detail drawer with the full body and approval gate.
3. Approve, edit, or reject the draft — nothing publishes until approved.

PR outreach board (draft → awaiting approval → approved → sent → replied) plus a priority-sorted media contacts table.

1. Review the outreach board columns and act on a pitch card's contextual button.
2. Click a press-contact row to open its drawer and stage a new pitch draft.
3. Switch between Individuals and Outlets tabs; select rows via checkboxes.
4. Click Queue for approval in the bulk bar.

The single cited source of truth — verified product facts, claims, and case studies that agents are allowed to cite — with create/edit/verify/deprecate and revision history.

1. Filter by status tab and Kind.
2. Click New entry and fill Slug, Kind, Product, Title, Body, Citation, Tags.
3. Click Create draft — new or edited entries always land as draft.
4. Click Verify (requires a citation) to make an entry agent-citable, or Deprecate to retire it.

Safety controls and health alerts: global pause, autonomy level, per-channel approval toggles, per-provider pause, plus embedded provider health and recent alerts.

1. Click Activate Global Pause (reason required) to stop every channel, or Clear Global Pause to resume.
2. Adjust the Autonomy Level and per-channel approval-required toggles.
3. Pause or resume a specific provider in the Provider Pauses table.
4. Review Provider Health and Recent Alerts; click Acknowledge or Resolve on an alert.

Live per-provider status — LinkedIn seats, email/Resend, Apollo — including the send circuit-breaker, missing credentials, and last error.

1. Review each provider's status badge: Ready, Degraded, Blocked, or Disabled.
2. Check Missing credentials and Last error per provider.
3. Read the permission-note banner: readiness is not the same as permission to send.

The suppression list — entries blocking outreach to opted-out, bounced, or otherwise unsafe contacts — with an add-rule form.

1. Review the live suppression table (channel, value, reason, source).
2. Use the Add suppression stop rule form: choose Channel (email / LinkedIn message / LinkedIn connection), enter Value and Reason.
3. Submit to add the new suppression entry.

A filterable, paginated feed of who — human or agent — did what to which entity, and when.

1. Filter by Actor kind, Entity type, Entity ID, Actor ID, and date range.
2. Click Apply to run the filter, or Reset to clear it.
3. Click an entity reference in a row to jump to that entity, pre-filtered.
4. Click Load more to paginate further back.

Autonomy-level control (levels 0–4, higher levels owner-only) plus an emergency global pause and per-channel approval-required toggles.

1. Click Activate emergency pause (reason required) to stop every channel; Clear pause to resume.
2. Click Switch to Level N on a level card (a confirmation dialog appears if it would remove an approval gate).
3. Toggle Email / LinkedIn approval-required switches (confirmation required to turn off).
4. Review the “What stays enforced at every level” guarantees list.

Operator-local configuration — the operator session token and the configured API base URL.

1. Paste the operator bearer token into the input and click Save token.
2. Click Clear token to remove it.
3. Review the API base URL card to confirm the dashboard is pointed at the right backend.
4. Expand Developer: configuration contract for env var details.

Workspace user administration — invite teammates, change roles, activate/deactivate access, reset passwords.

1. Fill Email + Role under Invite a teammate and click Create invite; copy the generated link.
2. Change a teammate's Role via the row's dropdown.
3. Toggle the row switch to activate or deactivate a user's access.
4. Click Reset password to generate and copy a temporary password.