Outbound Operating System

Built for scanning, action, and clean handoff between UI and business logic.

Independent dealersReviews firstBook 5 per dayLive

Settings / Control Plane

System configuration workspace

Review the current outbound operating system configuration before live operator editing and external provider adapters are added. This workspace reads from typed config, the shared repository layer, and selector-backed control-plane view models.

Active ICPs

2

Primary + secondary

Active offers

1

Front door + later

Scoring tiers

3

High / medium / low

Configured channels

2

Email + research

Mock integrations ready / pending

2 / 3

Ready / pending

Feature flags

Runtime toggles for experimental or high-risk automation features. Enable these only when you are actively monitoring the pipeline.

Auto-enroll leads after enrichment

When enabled, leads that complete enrichment with a valid email contact are automatically enrolled into their recommended campaign without manual intervention.

Env var: FEATURE_AUTO_ENROLL · Current: false (inactive)

Bounce circuit breaker

Monitors the 24-hour rolling bounce rate via Mailgun webhooks. Automatically pauses all outbound sending if bounces exceed 5% of sends (minimum 10 sends). Manual pause and resume controls are available below.

Global outbound sending

When paused, the sequence cron exits immediately on every tick — no emails are sent until sending is manually resumed or you call resumeSending().

ACTIVE — sending enabled

Manually pause sending

Immediately halt the sequence cron. Use this before a domain audit, during a deliverability incident, or for planned maintenance.

How the circuit breaker works

The bounce rate is evaluated after every Mailgun permanent.fail or temporary.fail event. If bounces ÷ sends exceeds 5% over a 24-hour window with at least 10 sends, sending is automatically paused and a Slack alert is fired.

Webhook endpoint: /api/webhooks/mailgun/bounce

Required env var: SLACK_ALERT_WEBHOOK_URL — Slack Incoming Webhook for alert notifications.

Warmup schedule

Automated daily send cap ramp for domain mg.driveinsight.ca. The active row is determined by the most recent starts_at ≤ today. No manual env var changes needed.

Domain

mg.driveinsight.ca

Active week

Week 2

Daily cap

40 / day

WeekStartsDaily capStatus
Week 1Apr 14, 202620 / dayPast
Week 1Apr 14, 202620 / dayPast
Week 1Apr 14, 202620 / dayPast
Week 2Apr 21, 202640 / dayActive
Week 2Apr 21, 202640 / dayActive
Week 2Apr 21, 202640 / dayActive
Week 3Apr 28, 202660 / dayUpcoming
Week 3Apr 28, 202660 / dayUpcoming
Week 3Apr 28, 202660 / dayUpcoming
Week 4May 5, 202680 / dayUpcoming
Week 4May 5, 202680 / dayUpcoming
Week 4May 5, 202680 / dayUpcoming
Week 5May 12, 2026150 / dayUpcoming
Week 5May 12, 2026150 / dayUpcoming
Week 5May 12, 2026150 / dayUpcoming

ICP configuration

Current ICP profiles, tier guidance, channel preference, pains, proof angles, and front-door offer recommendations.

Primary ICPU.S. independent used car dealerships

Primary Dealer ICP

Dream-fit independent dealers selling roughly 11-25 cars per month with a website, a claimed Google Business Profile, visible review signals, and enough digital maturity to respond to structured outbound.

Target industries

Automotive retail • Independent auto retail

Target subindustries

Independent used car dealerships • Owner-led local dealer groups

Preferred channels

Email

First-offer recommendation

Reviews / Reputation • Reviews / Reputation

Dream fit summary

Dealers moving roughly 11-25 cars per month with visible review-response gaps, claimed GBP coverage, and enough digital maturity to act on outbound quickly.

Tier 2 summary

Still attractive when the same dealer shape exists but urgency is softer, review pain is less acute, or contact confidence needs another human pass.

Avoid summary

Avoid dealers below the minimum sales floor, accounts without website or GBP foundations, and operators already deeply locked into Birdeye or Podium. All car dealerships — independent, franchise, and auto group — are valid ICP targets.

Primary pains

Inconsistent review generation

Weak review response discipline

Underperforming Google Business Profile presence

Limited time for structured marketing operations

Proof angles

Visible public review and response gaps

Operational clarity instead of marketing fluff

Evidence tied to appointments, not just sends

Secondary ICPU.S. independent used car dealerships

Secondary Dealer ICP

Still-fit dealers with similar operational signals, but usually slower-moving, more pragmatic, and less digitally active.

Target industries

Automotive retail • Independent dealer operations

Target subindustries

Smaller independent used car dealerships • Pragmatic local dealer teams

Preferred channels

Email

First-offer recommendation

Reviews / Reputation • Reviews / Reputation

Dream fit summary

Best secondary-fit dealers show real post-sale follow-up or review friction, light tool adoption, and enough trust to engage with a simpler operating conversation.

Tier 2 summary

Pragmatic dealers with visible pain but slower urgency, smaller teams, or less appetite for aggressive personalization should stay in the active working set.

Avoid summary

Avoid groups that want heavyweight systems immediately, dealers with no visible digital footprint, or operators already deeply committed to another reputation stack.

Primary pains

Inconsistent customer follow-up

Lower urgency around reputation gaps

Less appetite for complex systems

Proof angles

Low-friction setup

Simple reputation lift story

Operational fit for smaller teams

Offer configuration

Current seeded offers, their operating role, usage footprint, fit signals, pricing notes, and CTA guidance.

ActiveReviews / Reputation

Reviews / Reputation

A dealer-first reputation offer focused on review response discipline, trust signals, and measurable credibility lift.

Offer role

First-offer / front-door wedge

Availability

2 active campaigns • 200 configured sequences

Pricing notes

No structured pricing is configured in seed data yet.

Problem solved

Weak or inconsistent review management that erodes shopper trust and hides visible reputation gaps.

Fit signals

Google rating around 3.2-4.0

15-150 reviews

Low or inconsistent review response

Visible trust gap against nearby competitors

CTA guidance

Invite the dealer to a short working session to review the visible reputation gaps and where appointments may be leaking.

Lead with the visible review-response gap and how it affects trust without adding operational burden.

Scoring / priority configuration

Priority tiers, score buckets, recommended handling, visual treatment, and routing notes for queue management.

Dream / Tier 1High fit bucket

Tier 1

Dream-fit dealer accounts with clear pain, reachable decision-makers, and strong front-door offer alignment.

Score range

80-100

Recommended offer

Reviews / Reputation

Recommended channels

Email • Manual Research Follow-Up

Bucket meaning

Ready for priority review and likely campaign enrollment.

Visual status treatment

Dream / Tier 1

This tier uses the same priority signal treatment seen across queue and review surfaces.

Readiness / routing notes

Route into fast operator review, validate the decision-maker, and prioritize campaign-ready enrollment work.

Tier 2Medium fit bucket

Tier 2

Still valuable dealer accounts, but with lower urgency or slightly weaker fit signals.

Score range

60-79

Recommended offer

Reviews / Reputation

Recommended channels

Email

Bucket meaning

Worth keeping in rotation with lighter personalization.

Visual status treatment

Tier 2

This tier uses the same priority signal treatment seen across queue and review surfaces.

Readiness / routing notes

Keep active in the working queue with lighter personalization and a slower review cadence behind Tier 1.

Avoid / Tier 3Low fit bucket

Tier 3

Low-priority or lower-confidence accounts that should not consume early workflow attention.

Score range

0-59

Recommended offer

Reviews / Reputation

Recommended channels

Email

Bucket meaning

Hold or suppress until stronger signals appear.

Visual status treatment

Avoid / Tier 3

This tier uses the same priority signal treatment seen across queue and review surfaces.

Readiness / routing notes

Suppress from early workflow attention until stronger fit, timing, or contact signals appear.

Workflow / channel configuration

Current outbound lanes, approval behavior, activation notes, and future placeholders for operator workflows.

ConfiguredPrimary operating lane

Email

Primary outbound lane for campaigns, sequences, replies, and appointment-driving CTA tests.

Objective

Run personalized first-touch and follow-up motion while keeping provider complexity outside the product for now.

Approval behavior

Operator approval required

Current coverage

3 active campaigns • 200 active sequences

Provider binding

email contract available

Activation notes

Email-first is straightforward to model in campaigns and sequences.

It supports personalization without heavyweight provider complexity.

Replies become structured learning data for future classification and booking flows.

Launch approvals and ambiguous reply handling stay operator-controlled in v1.

Operator assistedSupporting operator lane

Manual research follow-up

Human-led research pass used to sharpen proof points, qualification notes, and timing-sensitive follow-up.

Objective

Support Tier 1 and timing-sensitive accounts with better context before or after the core email motion.

Approval behavior

Operator approval required

Current coverage

1 scoring tier recommends this assist lane

Provider binding

Workflow placeholder only

Activation notes

Used as a supporting motion where public signals justify extra human attention.

No autonomous sending, scraping, or enrichment is attached to this lane yet.

PlannedFuture workflow lane

LinkedIn workflow

Reserved for a future research-assisted social workflow once channel guardrails and provider choices are settled.

Objective

Add governed social context collection and optional manual follow-up after the email backbone is stable.

Approval behavior

Recommendation only

Current coverage

0 live workflows • policy and provider still undecided

Provider binding

Workflow placeholder only

Activation notes

Provider selection and safe-usage rules are not defined yet.

Any future motion must remain recommendation-first until approval boundaries are proven.

Memory / learning configuration

A first-pass view of tracked outcomes, optimization targets, approval boundaries, and memory categories using mock/config-only settings.

Learning policy

The learning layer should absorb reply, appointment, and operator-review outcomes while leaving final send, restart, and escalation decisions with humans.

Mock readyappointment

Appointments booked

Track scheduled and completed appointments as the north-star outcome for campaign quality.

Current mock signal

0 scheduled or completed appointments

Mock readyreply

Positive replies

Capture interest and booking-intent replies so offer and sequence quality can be compared.

Current mock signal

0 positive replys

Mock readyreply

Objection and timing patterns

Track objection, not-now, and wrong-person signals to improve routing and future recommendation quality.

Current mock signal

0 objection or timing signals

Mock readymemory entry

Operator review gates

Store human hold/approve decisions for sensitive re-entry, scope, and workflow constraints.

Current mock signal

3 constraint entrys • 0 flagged replys

Optimize for

Booked appointments over raw send or reply volume

Cleaner first-offer selection for each ICP profile

Fewer false-positive re-entry recommendations after timing replies

Higher-confidence routing into operator review when signals are mixed

Recommendation behavior

Approval required

Launching or restarting campaigns and sequences

Promoting a later-offer motion like NAPS into active follow-up

Acting on low-confidence or ambiguous reply classifications

Automatic recommendations

Draft ICP and offer-fit suggestions from visible signals

Suggested routing notes for scoring tiers and review queues

Proposed memory tags and insight summaries for operator approval

Memory entry categories

0 entrys

System learning

Durable patterns the system should eventually promote into reusable knowledge.

0 entrys

Operator note

Human notes captured during review, qualification, or follow-up decision-making.

1 entry

Playbook

Stable execution guidance such as email-first or offer-positioning rules.

3 entrys

Constraint

Guardrails that block automation, restarts, or unsafe recommendations until review.

Environment / integration readiness

Practical readiness state for future providers and infrastructure, represented as mock control-plane status only.

Mock readyOutbound engine

Email provider

Campaign, sequence, enrollment, reply, and channel contracts are stable enough for adapter work, but no live provider is wired.

Next step

Attach a provider adapter and secret management without changing the selector or page surfaces.

Blocked by

Credential management and send safeguards

Mock readyLearning layer

AI provider

Insight and memory entities can already absorb recommendations, but model/provider selection is still open.

Next step

Choose the provider contract, evaluation rubric, and approval boundaries for recommendations.

Blocked by

Model policy and evaluation harness

PendingCore platform

Database

Typed repositories and selectors are in place, but persistence is still entirely in-memory and mock-backed.

Next step

Introduce schema-backed repository implementations behind the existing data-access contracts.

Blocked by

Schema design and migration plan

PlannedScheduling

Calendly

Appointment entities exist, but booking-provider sync and inbound event handling have not started yet.

Next step

Define a booking event contract and map it into typed appointment lifecycle states.

Blocked by

Provider contract and event mapping

PlannedGrowth ops

LinkedIn workflow

Only a placeholder workflow exists today, with no provider contract or automation layer behind it.

Next step

Decide whether this remains manual research assist or becomes a governed provider-backed lane.

Blocked by

Policy and provider decision