Workspace
Overview
Executive snapshot — KPIs, attention required, GTM progress, recent runs.
Attention Required
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ICP → Instantly. Click a chip to jump.Revenue Snapshot
Product Health
Live providers · Paperclip alerts (manual)Recent Runs
Last 5 meaningful eventsModule history
Counts across all GTM modules. Click a card to open that module.
Campaigns
Draft, queued, running, and completed campaigns with launch actions.
Upload Leads
Parse CSV, preview rows, then create and launch a campaign.
CSV Preview
No file loaded yetProspects
All imported leads and their current lifecycle stage.
Hot Leads
Sales-active and payment-pending prospects that need fast follow-through.
Pipeline
Status buckets for outbound, nurture, and close stages.
Activity
Recent events from UI actions, workflows, and backend processing.
Integrations
Connected, missing, mock, and disabled status for every provider.
Mission Control
Workflow health, retries, failures, and recent orchestration activity.
GTM Modules
Per-module status, latest run, count, and quick-jump to the panel.
Recent Orchestrator Runs
Last 5 GTM Orchestrator step invocations.
ICP Builder
Produce a campaign-ready ICP based on business model, buying committee, pain points, triggers, offers, and GTM motion.
ProspectOS
Multi-source prospect discovery — pulls scraped evidence, scores against your ICP segment, verifies emails, and writes campaign-ready variants.
Active ICP
Run configuration
Battle Card Generator
Deep research on any prospect company. Generates pain points and personalization hooks.
Email Sequence Writer
Write a 3-email cold outbound sequence using Claude AI.
Reply Classifier
Classify a cold email reply as HOT, WARM, or COLD using Claude AI.
Revenue Model
Reverse-engineer your pipeline / revenue target into funnel volume requirements. Labels adapt to the selected business model. All inputs marked ASSUMPTION until wired to live CRM/analytics.
Demand Plan
Turn the latest ICP + Revenue Model into a funnel-stage GTM plan with channel plays and 90-day priorities. Requires an ICP. Recommends a Revenue Model.
Pulls the latest ICP and Revenue Model from MongoDB automatically. Generate to preview, then Save to persist.
Channel Mix
Allocate monthly ARR target across paid, organic, outbound, lifecycle, and expansion channels. Weights normalize to 1.0 — pass raw or percentages.
Reads the latest Revenue Model. Generates default weights you can override before Save.
Paid Budget Planner
Convert annual paid budget + paid-sourced share into per-month funnel targets and implied cost-per-X. Labels adapt to the active business model.
Campaign Planner
Turn one ICP segment into an executable campaign plan. Strategy only — does not send emails.
Offer Library
Reusable demand-gen offers — types and fields adapt to the active business model.
Website CRO Planner
Audit a live URL with the Website Intelligence Layer (axios + cheerio + Google PageSpeed Insights). Active campaign + offer context drive message-match and form-friction recommendations.
SEO / GEO Cluster Planner
Build a content cluster (pillar + supporting + comparison pages) with buyer-intent keywords and GEO answer topics for AI-search visibility.
Landing Page Briefs
Generate campaign landing page briefs from active campaign, offer, and Website Intelligence audit.
Lifecycle Nurture
Generate nurture flows from the active Campaign Plan + attached Offer + saved Landing Brief. Store-only — does not auto-send. Wire to your sending tool when ready.
Growth Experiments
Track tests across paid, website, SEO, content, nurture, and outbound. Lifecycle: planned → running → completed, decision: scale / stop / iterate.
Sales Handoff
Prepare AE-ready briefs for HOT/WARM/demo-request prospects. Reads real reply classifications. Voice agent is scaffold-only — does not place calls.
Eligible prospects are those with currentStatus ∈ {hot, warm, sales_active, awaiting_booking, awaiting_payment} OR replyClassification ∈ {HOT, WARM}.
Campaign Review
Learning loop from real campaign data. Aggregates sent/replies/hot/warm/bounces. Recommends continue / pause / iterate / stop with a next-test hypothesis.
BLOCKED if the campaign has no real sent/reply data. Pull a list, pick a campaign, generate the review.
GTM Orchestrator
Routes, validates, and logs GTM agent runs. Does not generate content itself. Shows current state of the GTM pipeline and the next eligible step.
Phase 1 wires REVENUE_MODEL_READY and DEMAND_PLAN_READY. Later phases extend this state machine through Channel Mix, Campaign Planner, ProspectOS, Battle Card, Sales Handoff, and Campaign Review.
Email Enrichment
Upload the Needs Enrichment CSV from ProspectOS, enrich/replace emails, verify via VerifyFlow, export only sendable rows to Instantly.
Upload Needs Enrichment CSV
Required columns:
Jobs
Alerts
Items that need a human decision — synced with the Overview's Attention Required feed.
Mirrors the Attention Required feed on Overview — refreshes whenever dashboard state reloads.
Launch Readiness
GTM pipeline progress from ICP through Instantly. Click a chip to jump to that module.
Revenue Snapshot
Booked / pipeline / forecast view, scoped to the active campaign context.
Snapshot source: /api/dashboard/revenue.
Recent Runs
Last meaningful events across enrichment, campaigns, and orchestration.
VerifyFlow
Live email-verification status pulled from VerifyFlow's bulk API.
VerifyFlow runs inline inside the Email Enrichment pipeline. Per-email results show up on each job's detail row in the Email Enrichment tab.
Direct API: https://engine.espmailhub.com (header x-verifyflow-token).
Instantly Export
Push sendable rows from an enrichment job into Instantly.
Export is triggered per-job from Email Enrichment → Export to Instantly. Only rows marked sendable are sent.
Needs Enrichment
Prospects flagged for re-enrichment — typically those where ProspectOS couldn't resolve a verified email.
Download the Needs Enrichment CSV from ProspectOS for the active run, then upload it in Email Enrichment to start a job.
Voice Agent
Outbound voice qualification — currently scaffolded.
Enable with VOICE_ENABLED=true in .env then restart dgb.
Enrichment Agent
Open Enrichment v1 — domain + email + verification orchestration.
The Enrichment Agent runs as the default runJob provider. Kick off a job in Email Enrichment.
Settings
Workspace-level preferences and feature flags.
Voice
Scaffolded — enable with VOICE_ENABLED=true.
Session
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