Playbooks

How it runs on a real lead.

Four console arcs. The agent can run alone; you decide when ops steps in. No “approve every message” theater.

01/

Territorial hunt

Maps → score → WhatsApp → meeting with context. Not a cold list: a point on the map.

Outcome

Meeting with territory and score

CR
Lead
Camila Rojas
Ferias del Sur
Origin
Discovery Maps · Providencia
Goal
Book 12 min with ops

Timeline

09:02·Console

Lead matched

Maps point promoted into the outreach queue.

SYS
  • CompanyFerias del Sur
  • Fit86
  • Segmentretail B2B
  • ZoneProvidencia
WhatsApp
09:14 → 09:17
AGT-ORBIT09:14

Hi Camila. We saw Ferias del Sur on Maps with a high retail B2B score. Got 12 minutes Thursday?

Camila09:16

Depends. What do you actually do? If this is CRM spam, no.

AGT-ORBIT09:17

We hunt leads in territory, talk with your brief, and pass only the warm ones. Connecting you to ops for the slot.

09:19·Ops

Handoff open

Nicolás · OPS

Camila, ops here. Thursday 11:30 or Friday 09:00. Which works?

  • WhyMeeting slot
  • ContextScore 86 + spam objection
09:21·Console

Meeting booked

Handoff closed with brief ready for ops.

SYS
  • WhenThu 11:30
  • Packbrief + score
  • Stateconfirmed

A short call. No endless deck. We show the console running live.