Roadmap
What Orbit is being built to do
Every clause of the product Orbit is building toward, and how much of it the code does today. Judged from the code and tests, not from plans.
34 of 204 clauses done
- 34 done
- 138 partial
- 32 missing
Judged on
Published clauses
27 done · 52 partial · 0 missing
of 79
Target and push further
7 done · 86 partial · 32 missing
of 125
Product target
- Category
- Sales CRM
- Replaces
- HubSpot Sales Hub, Pipedrive, Salesforce Sales Cloud
- Must also beat
- Attio, Day.ai, Twenty
- First buyer
- A US small-business sales manager and their reps, selling in USD, using Google Workspace or Microsoft 365, working across US timezones and US daylight-saving transitions
Progress by area
22 areasPublished · 13 areas
- Operators and workspace1 done3 partial0 missing
- Customer records5 done8 partial0 missing
- Signals5 done4 partial0 missing
- Mail and calendar capture4 done5 partial0 missing
- Opportunities and priority2 done7 partial0 missing
- Recommendations and drafts1 done4 partial0 missing
- One-to-one outreach2 done10 partial0 missing
- AI1 done3 partial0 missing
- Daily brief and meeting plans4 done1 partial0 missing
- Notifications0 done2 partial0 missing
- Public surfaces1 done3 partial0 missing
- Data1 done1 partial0 missing
- Scoped application delegation0 done1 partial0 missing
Target and push further · 9 areas
- Permissions, records and migration1 done15 partial5 missing
- Connected selling, follow-up and automation0 done34 partial13 missing
- Sales management2 done3 partial1 missing
- Category integrations and enrichment3 done8 partial5 missing
- Mobile, portability and operation1 done2 partial0 missing
- Honest boundaries0 done1 partial0 missing
- Agent surface (Base-delivered)0 done13 partial0 missing
- Agent surface0 done5 partial8 missing
- Push further0 done5 partial0 missing
All clauses
Showing 204 of 204 clauses
| Clause | Title | Status | Evidence or gap |
|---|---|---|---|
| Operators and workspace 1 done · 3 partial · 0 missing | |||
| TEAM-001published | Equal operators | Partial | Still to buildUnasserted in the carried evidence: two full operators reach every record; full operators reach every action; UI refusal for every corresponding door. Asserted: collaborator record refusal; collaborator field refusal; collaborator action refusal. |
| TEAM-002published | Management | Done | |
| TEAM-003published | One workspace | Partial | Still to buildUnasserted in the carried evidence: persisted US timezone; persisted USD default; persisted working hours; persisted stale intervals; reload reads the settings across records. The cited evidence does not assert this complete journey; implementation or a test title alone is not proof. |
| TEAM-004published | Removal handover | Partial | Still to buildUnasserted in the carried evidence: delegated handoff unassignment; scheduled-message cancellation; choice recorded for every set; one attributed owner-change entry. Asserted: reviewed task handover; reviewed opportunity handover; revoked session; historical note retains its actor. |
| Customer records 5 done · 8 partial · 0 missing | |||
| RECORD-001published | Core records | Partial | Still to buildUnasserted in the carried evidence: contact create/read through authenticated Records; contact edits persist; company create/read through authenticated Records; company edits persist; USD opportunity create/edit; custom-field values read back; associations read back. The cited evidence does not assert this complete journey; implementation or a test title alone is not proof. |
| RECORD-002published | Associations | Done | |
| RECORD-003published | Identity keys | Partial | Still to buildUnasserted in the carried evidence: case and whitespace contact collision; domain collision; conflict names existing identity; no extra row after either conflict; free-mail keys excluded; keyless record create/edit. The cited evidence does not assert this complete journey; implementation or a test title alone is not proof. |
| RECORD-004published | Duplicate merge | Done | |
| RECORD-005published | Timeline | Partial | Still to buildUnasserted in the carried evidence: mail entry; meeting entry; note entry; stage/owner change entry; merge entry; occurred and recorded times; source and actor; out-of-order history. The cited evidence does not assert this complete journey; implementation or a test title alone is not proof. |
| RECORD-006published | Search and views | Done | |
| RECORD-007published | Ownership | Partial | Still to buildUnasserted in the carried evidence: assign owner; reassign owner; unassign owner; owner persists after reload; attributed timeline entry; score unchanged. The cited evidence does not assert this complete journey; implementation or a test title alone is not proof. |
| RECORD-008published | Import | Partial | Still to buildUnasserted in the carried evidence: changed source row conflict; interrupted apply resumes without losing progress. Asserted: HubSpot and Pipedrive saved dry run has no writes; contacts and associations applied; deal values retained; notes preserved once; reimport has no duplicate records; undo preserves native edit; independent stop survives undo. |
| RECORD-009published | Duplicate candidates | Partial | Still to buildUnasserted in the carried evidence: keyless candidate listed. Asserted: same-name contacts across companies listed; same-name companies listed; review changes no records; chosen merge retires exactly one record. |
| RECORD-010published | Manual entries | Partial | Still to buildUnasserted in the carried evidence: note create/edit/delete; call create/edit/delete; meeting create/edit/delete; occurred time retained; duration retained; attendees retained; score unchanged; no external message. The cited evidence does not assert this complete journey; implementation or a test title alone is not proof. |
| RECORD-011published | Related records | Done | |
| RECORD-012published | Contactability | Done | |
| RECORD-013published | Deletion | Partial | Still to buildUnasserted in the carried evidence: deletion confirmation enforced; company deletion detaches contacts; company deletion detaches opportunities. Asserted: deal deletion preserves sent history; contact deletion erases mail and linked signals. |
| Signals 5 done · 4 partial · 0 missing | |||
| SIGNAL-001published | Ingestion | Done | |
| SIGNAL-002published | Signal types | Done | |
| SIGNAL-003published | Idempotency | Partial | Still to buildUnasserted in the carried evidence: replay after restart. Asserted: concurrent delivery returns one identity; one persisted effect; changed payload returns conflict. |
| SIGNAL-004published | Linking | Partial | Still to buildUnasserted in the carried evidence: ambiguous identity held; exactly one evaluation after link. Asserted: exact identity affects the intended deal; unknown identity held; one manual link allowed; linked timeline retains event time. |
| SIGNAL-005published | Event time | Partial | Still to buildUnasserted in the carried evidence: history sorted around newer evidence; fresh evaluation after late event; later-written fields not overwritten. Asserted: older event retains occurred time. |
| SIGNAL-006published | Evidence confidence | Done | |
| SIGNAL-007published | No tracking | Partial | Still to buildUnasserted in the carried evidence: no tracking script/pixel/cookie in public assets/network; identity-free chat held; unsupported identity absent from customer history. Asserted: identity-free page view held. |
| SIGNAL-008published | Ingestion failure | Done | |
| SIGNAL-009published | Signed sources | Done | |
| Mail and calendar capture 4 done · 5 partial · 0 missing | |||
| CAPTURE-001published | File capture | Done | |
| CAPTURE-002published | Known participants only | Done | |
| CAPTURE-003published | What capture applies at once | Partial | Still to buildUnasserted in the carried evidence: booked meeting cancels scheduled work; drafts staled atomically; automatic reply stops no scheduled work. Asserted: threaded reply linked; permanent bounce stops contact. |
| CAPTURE-004published | Reviewed proposals | Done | |
| CAPTURE-005published | Human boundary | Partial | Still to buildUnasserted in the carried evidence: delegation credential refused; address-only intake works; proposed new contact stays blocked. Asserted: native intake works; collaborator intake refused; source signature refused. |
| CAPTURE-006published | Capture sources | Partial | Still to buildUnasserted in the carried evidence: Google adapter read; Microsoft adapter read; selected folders/calendars. Asserted: interruption before cursor commit; resumed cursor and deduplication; revoke halts reads and preserves records; reconnect restores capture; disconnect removes credential; visible error reason. |
| CAPTURE-007published | Captured data | Done | |
| CAPTURE-008published | Orbit address | Partial | Still to buildUnasserted in the carried evidence: oversized mail counted; oversized content not retained. Asserted: private tagged address created; tag rotation differs; exact envelope tag accepted; wrong envelope tag stores no signal; forwarded/BCC mail captured; Gmail confirmation read back. |
| CAPTURE-009published | Calendar link | Partial | Still to buildUnasserted in the carried evidence: calendar link validated; clock advancement refreshes; event changes deduplicate; event cancellation retained; original event times retained. Asserted: broken link halts with reason. |
| Opportunities and priority 2 done · 7 partial · 0 missing | |||
| OPP-001published | Lifecycle | Partial | Still to buildUnasserted in the carried evidence: won close retains reason; lost close retains reason; later evidence never silently reopens; explicit reopen restores correct queue; history records every lifecycle transition. The cited evidence does not assert this complete journey; implementation or a test title alone is not proof. |
| OPP-002published | Independent state | Partial | Still to buildUnasserted in the carried evidence: stage/owner changes preserve independent fields. Asserted: lifecycle independently visible; stage independently visible; owner independently visible; score independently visible; band independently visible; queue independently visible. |
| OPP-003published | Evaluation | Partial | Still to build: Unasserted in the carried evidence: band; contribution values; policy version; decay; closed-deal exclusion. Asserted: computed score after signal. |
| OPP-004published | Explainability | Partial | Still to buildNot reachable in the product, so unasserted: following each contribution to its source evidence. A contribution in the deal's Why this is first list has no link or visible signal ID, Recorded details lists each signal's subject, kind, source and linking basis without ids, and no route serves a signal's source evidence; resolves each contribution's signal ID from the opportunity API inside the test and then finds its Recorded details line by subject text. Asserted at 390 and 1440 in the browser: every contribution shown with its signal subject, type, signed points and source; the current recommendation's reason and next action beside them; each contributing signal's Recorded details line names its source and how it was linked. |
| OPP-005published | Evaluation failure | Done | |
| OPP-006published | NOW ordering | Partial | Still to build: Unasserted in the carried evidence: tied NOW order; rep filter; stage filter; band filter; ordering persists after reload. Asserted: untied NOW order. |
| OPP-007published | Queue entry | Partial | Still to buildUnasserted in the carried evidence: close clock; stale clock; awaiting-response clock; form NOW reason; reply NOW reason; booking NOW reason; one transition per triggering event. Asserted: failed-send NOW reason. |
| OPP-008published | Manual completion | Partial | Still to buildUnasserted in the carried evidence: skip retains historical recommendation; no message sent. Asserted: manual completion changes queue; only new recommendation gets a new identity. |
| OPP-009published | Pipeline stages | Done | |
| Recommendations and drafts 1 done · 4 partial · 0 missing | |||
| ACTION-001published | Current recommendation | Partial | Still to buildUnasserted in the carried evidence: current action evidence; current action version; named action remains with AI disabled; no invented explanation. The cited evidence does not assert this complete journey; implementation or a test title alone is not proof. |
| ACTION-002published | Replacement | Partial | Still to buildUnasserted in the carried evidence: new evidence supersedes old recommendation; operator change supersedes recommendation; old action stays historical; old action cannot draft; old action cannot send; old action cannot complete. The cited evidence does not assert this complete journey; implementation or a test title alone is not proof. |
| ACTION-003published | Draft on request | Partial | Still to buildUnasserted in the carried evidence: draft facts cite current evidence; configured instructions honored. Asserted: request preview matches generated input; draft saved; no outbound message created. |
| ACTION-004published | Durable draft | Done | |
| ACTION-005published | Stale draft | Partial | Still to buildUnasserted in the carried evidence: customer/deal mutation stales draft; stale send refused; current differences shown before new review. Asserted: reply stop stales draft. |
| One-to-one outreach 2 done · 10 partial · 0 missing | |||
| OUT-001published | Exact-content customer sending | Partial | Still to buildUnasserted in the carried evidence: ingestion cannot dispatch; unreviewed agent call has no effect under held policy; signed-in person approves unchanged saved revision. Asserted: exact reviewed bytes dispatched. |
| OUT-002published | Message states | Partial | Still to buildUnasserted in the carried evidence: provider acceptance state; bounce state; persisted buyer-visible labels distinct. Asserted: delivery state; failed state; ambiguous state. |
| OUT-003published | Send idempotency | Partial | Still to buildUnasserted in the carried evidence: concurrent approval has one outbound intent; same key after restart; at most one provider submission. The cited evidence does not assert this complete journey; implementation or a test title alone is not proof. |
| OUT-004published | Threading | Done | |
| OUT-005published | Accepted outcome | Partial | Still to buildUnasserted in the carried evidence: one sent timeline activity; recommendation completed; NEXT transition (assertion is in uncited ); one notification; replayed provider response has no second effect. The cited evidence does not assert this complete journey; implementation or a test title alone is not proof. |
| OUT-006published | Delivery failure | Partial | Still to buildUnasserted in the carried evidence: ambiguous outcome distinct; permanent bounce stops contact; provider reason retained. Asserted: known-unsent retry bounded to five attempts; exhausted failure visible; one failure notification. |
| OUT-007published | Stop conditions | Partial | Still to buildUnasserted in the carried evidence: booking cancels scheduled mail; unsubscribe cancels scheduled mail; bounce cancels scheduled mail; manual stop cancels scheduled mail; replay has no second effect. Asserted: reply cancels scheduled mail; stop stales unsent draft. |
| OUT-008published | Quiet hours | Partial | Still to buildUnasserted in the carried evidence: extra immediate confirmation. Asserted: recipient-local weekday/DST window; expired confirmation cannot send; scheduled message waits for reviewed next window. |
| OUT-009published | Scheduled send | Partial | Still to buildUnasserted in the carried evidence: schedule and cancel; changed evidence blocks dispatch; changed permission blocks dispatch; changed recipient blocks dispatch; unchanged authorized content submitted. The cited evidence does not assert this complete journey; implementation or a test title alone is not proof. |
| OUT-010published | Sending limits | Partial | Still to buildUnasserted in the carried evidence: immediate submission limit; scheduled submission limit. Asserted: per-minute limit visibly holds; per-user daily limit visibly holds; held item shows reason; next permitted time; no silent retry. |
| OUT-011published | Unresolved submission | Partial | Still to buildUnasserted in the carried evidence: lost acceptance transaction; restart reconciles durable intent; unresolved stays visible. Asserted: lost provider response becomes uncertain; provider never resubmitted; one accepted final outcome. |
| OUT-012published | Unsubscribe | Done | |
| AI 1 done · 3 partial · 0 missing | |||
| AI-001published | Provider and input | Done | |
| AI-002published | Output validation | Partial | Still to buildUnasserted in the carried evidence: invalid schema visibly fails; transport error visibly fails; no fabricated repair; bounded transport retries. Asserted: foreign citation leaves no draft. |
| AI-003published | Provider failure | Partial | Still to buildUnasserted in the carried evidence: failed generation visible; manual CRM still works; ingestion still works; scoring still works; handwritten sending still works. Asserted: unconfigured generation unavailable. |
| AI-004published | Cost | Partial | Still to buildUnasserted in the carried evidence: failed call accounting; provider; model; duration; cost; daily totals; feature totals in Settings. Asserted: successful token counts; status. |
| Daily brief and meeting plans 4 done · 1 partial · 0 missing | |||
| BRIEF-001published | Today's brief | Done | |
| BRIEF-002published | Overdue promises | Partial | Still to buildUnasserted in the carried evidence: overdue task; overdue draft; task completion clears line; draft completion clears line. Asserted: overdue reply; overdue meeting; reply completion clears line; meeting completion clears line. |
| BRIEF-003published | Account summary | Done | |
| BRIEF-004published | Meeting plan | Done | |
| BRIEF-005published | Agent handoff | Done | |
| Notifications 0 done · 2 partial · 0 missing | |||
| NOTIFY-001published | Responsible operator | Partial | Still to buildUnasserted in the carried evidence: assigned-deal responsible recipient (the fixture leaves the deal unassigned). Asserted: unassigned queue recipient; unassigned reply recipient and replay count; delivery-problem recipient once; no-actor fallback goes to every active operator. |
| NOTIFY-002published | Read state | Partial | Still to buildUnasserted in the carried evidence: read state persists after a new sign-in session. Asserted: recipient read mark stored; another recipient cannot mark it; unread count returns to previous value; queue notice not duplicated. |
| Public surfaces 1 done · 3 partial · 0 missing | |||
| PUBLIC-001published | Landing page | Partial | Still to buildUnasserted in the carried evidence: app Lobby branding and sign-in links; separate run-site branding and sign-in links; no customer data in public HTML; no customer data in network responses. The cited evidence does not assert this complete journey; implementation or a test title alone is not proof. |
| PUBLIC-002published | Safe demo | Partial | Still to buildUnasserted in the carried evidence: unknown demo paths; desktop and phone journey; no owner-data read over populated owner data; no D1 mutation across all tables; no AI request; no customer send. Asserted: fictional demo labeled. |
| PUBLIC-003published | Unconfigured sign-in | Done | |
| PUBLIC-004published | Native sign-in | Partial | Still to buildUnasserted in the carried evidence: expired link refused; linked provider admits no new operator. Asserted: valid native link creates current person session; unknown/inactive response matches; single-use link signs in only once; sign-out revokes session. |
| Data 1 done · 1 partial · 0 missing | |||
| DATA-001published | Export contents | Done | |
| DATA-002published | Contact erasure | Partial | Still to buildUnasserted in the carried evidence: contact erasure redacts stored Slack content; company erasure redacts stored Slack content; deal erasure redacts stored Slack content; provider delete requests tracked; each provider-deletion outcome visible; aliases erased; imported/captured evidence erased; drafts erased; transfer copies withdrawn; AI absence; mail absence; anonymous audit; completion within five minutes; replay cannot recreate erased content. Asserted: search absence; export absence. |
| Scoped application delegation 0 done · 1 partial · 0 missing | |||
| DELEGATE-001published | Selected application authority | Partial | Still to buildUnasserted in the carried evidence: Slack mapping grants no delegation authority; Slack mapping grants no outreach authority; Slack acknowledgment does not accept a proposed handoff; Slack writes only acknowledgment/internal task; task retains current native access and actor; native consent and PKCE scope; selected records readable; outside-scope read refused. Asserted: internal handoff proposed; revocation stops every door; restored credential authority absent; restored history preserved. |
| Permissions, records and migration 1 done · 15 partial · 5 missing | |||
| TEAM-005target | Sales roles and assigned records | Partial | Still to buildImplemented first slice: author-controlled privacy for a note, logged call/meeting, task note or handoff; collaborator record/shared/search/mention/notification reads withhold private entries regardless of the record grant. Visibility changes are audited, flags round-trip through the CLI archive and disappear with deleted entries. Private entry, task-note and handoff controls and collaborator Shared records are exercised at 1440 and 390. FORM-001 round robin retains its explicit active full-operator lists; ownership alone grants no current access. Native teams, team mentions, restricted sales roles, team queues and chosen-user/team notifications remain gaps. |
| TEAM-006target | Team forecast, reports and dashboards | Partial | Still to buildImplemented first slice: author-controlled privacy for a note, logged call/meeting, task note or handoff; collaborator record/shared/search/mention/notification reads withhold private entries regardless of the record grant. Visibility changes are audited, flags round-trip through the CLI archive and disappear with deleted entries. Private entry, task-note and handoff controls and collaborator Shared records are exercised at 1440 and 390. FORM-001 round robin retains its explicit active full-operator lists; ownership alone grants no current access. Native teams, team mentions, restricted sales roles, team queues and chosen-user/team notifications remain gaps. |
| TEAM-007target | Team libraries, mentions and entry privacy | Partial | Still to buildImplemented first slice: author-controlled privacy for a note, logged call/meeting, task note or handoff; collaborator record/shared/search/mention/notification reads withhold private entries regardless of the record grant. Visibility changes are audited, flags round-trip through the CLI archive and disappear with deleted entries. Private entry, task-note and handoff controls and collaborator Shared records are exercised at 1440 and 390. FORM-001 round robin retains its explicit active full-operator lists; ownership alone grants no current access. Native teams, team mentions, restricted sales roles, team queues and chosen-user/team notifications remain gaps. |
| TEAM-008target | Team sending budgets and Slack audiences | Partial | Still to buildImplemented first slice: author-controlled privacy for a note, logged call/meeting, task note or handoff; collaborator record/shared/search/mention/notification reads withhold private entries regardless of the record grant. Visibility changes are audited, flags round-trip through the CLI archive and disappear with deleted entries. Private entry, task-note and handoff controls and collaborator Shared records are exercised at 1440 and 390. FORM-001 round robin retains its explicit active full-operator lists; ownership alone grants no current access. Native teams, team mentions, restricted sales roles, team queues and chosen-user/team notifications remain gaps. |
| RECORD-014target | Configurable sales data and custom objects | Partial | Still to buildOwner-defined text, number, date and picklist fields on contacts, companies and deals retain required/unique validation, affected-record preview and read-only archived values. Settings now reads immutable definition revisions with their original labels, types, choices, required/unique and archived state; paged native HTTP reads and fresh-session reads after local archive restore preserve that meaning. This is definition history, not a claim of per-record value history. Custom objects and explicit relationships/layouts, lead qualification/conversion preserving source, activities and consent, saved filtered lists with column choice and sorting, reviewed bulk field edits with individual failures, and field-value history naming the user/import/capture/API source remain gaps. Workflow-change approval and workflow/version history inherit AUTO-002. Future lead/custom-object intake retains FORM-001 notification, consent, abuse, export and erasure duties, with no custom-object intake carve-out. |
| RECORD-015target | Deal stakeholders and buying context | Partial | Still to buildUnasserted in the carried evidence: champion association; evaluator association; verified decision-maker; second-company relationship; primary association move; history preserved; authorization preserved. The cited evidence does not assert this complete journey; implementation or a test title alone is not proof. |
| RECORD-016target | Owners for contacts, leads, companies and custom objects | Partial | Still to buildContact/company record-page and list/search bulk assignment, attributed history, per-item refusals, guarded undo and grouped native in-app notices ship. Full operators retain existing workspace access; collaborators receive no new ownership mutation authority or content-bearing assignment notice. CSV owner mapping, My/Unassigned default views, owner grouping and report/dashboard filters, company/first-email assignment rules, deal assignment notices and removal handover remain gaps. Leads/custom objects inherit RECORD-014; restricted sellers inherit TEAM-005 and owners never grant access; email/push/Slack delivery inherits NOTIFY-003; connected-mailbox writes inherit OUT-013/CAPTURE-010/CAPTURE-012, workflows AUTO-001 and public responses API-001. Import-provider mappings remain MIGRATE-001/002/003. |
| RECORD-019target | Owner mapping on import and migration | Partial | Still to buildContact/company record-page and list/search bulk assignment, attributed history, per-item refusals, guarded undo and grouped native in-app notices ship. Full operators retain existing workspace access; collaborators receive no new ownership mutation authority or content-bearing assignment notice. CSV owner mapping, My/Unassigned default views, owner grouping and report/dashboard filters, company/first-email assignment rules, deal assignment notices and removal handover remain gaps. Leads/custom objects inherit RECORD-014; restricted sellers inherit TEAM-005 and owners never grant access; email/push/Slack delivery inherits NOTIFY-003; connected-mailbox writes inherit OUT-013/CAPTURE-010/CAPTURE-012, workflows AUTO-001 and public responses API-001. Import-provider mappings remain MIGRATE-001/002/003. |
| RECORD-020target | Automatic record-owner rules | Partial | Still to buildContact/company record-page and list/search bulk assignment, attributed history, per-item refusals, guarded undo and grouped native in-app notices ship. Full operators retain existing workspace access; collaborators receive no new ownership mutation authority or content-bearing assignment notice. CSV owner mapping, My/Unassigned default views, owner grouping and report/dashboard filters, company/first-email assignment rules, deal assignment notices and removal handover remain gaps. Leads/custom objects inherit RECORD-014; restricted sellers inherit TEAM-005 and owners never grant access; email/push/Slack delivery inherits NOTIFY-003; connected-mailbox writes inherit OUT-013/CAPTURE-010/CAPTURE-012, workflows AUTO-001 and public responses API-001. Import-provider mappings remain MIGRATE-001/002/003. |
| RECORD-021target | Assignment notifications | Partial | Still to buildContact/company record-page and list/search bulk assignment, attributed history, per-item refusals, guarded undo and grouped native in-app notices ship. Full operators retain existing workspace access; collaborators receive no new ownership mutation authority or content-bearing assignment notice. CSV owner mapping, My/Unassigned default views, owner grouping and report/dashboard filters, company/first-email assignment rules, deal assignment notices and removal handover remain gaps. Leads/custom objects inherit RECORD-014; restricted sellers inherit TEAM-005 and owners never grant access; email/push/Slack delivery inherits NOTIFY-003; connected-mailbox writes inherit OUT-013/CAPTURE-010/CAPTURE-012, workflows AUTO-001 and public responses API-001. Import-provider mappings remain MIGRATE-001/002/003. |
| RECORD-022target | Owner views, grouping and removal | Partial | Still to buildContact/company record-page and list/search bulk assignment, attributed history, per-item refusals, guarded undo and grouped native in-app notices ship. Full operators retain existing workspace access; collaborators receive no new ownership mutation authority or content-bearing assignment notice. CSV owner mapping, My/Unassigned default views, owner grouping and report/dashboard filters, company/first-email assignment rules, deal assignment notices and removal handover remain gaps. Leads/custom objects inherit RECORD-014; restricted sellers inherit TEAM-005 and owners never grant access; email/push/Slack delivery inherits NOTIFY-003; connected-mailbox writes inherit OUT-013/CAPTURE-010/CAPTURE-012, workflows AUTO-001 and public responses API-001. Import-provider mappings remain MIGRATE-001/002/003. |
| RECORD-017target | Mentions in notes and activities | Done | |
| RECORD-023target | Collaborator entry grants and mention access | Partial | Still to buildUnasserted in the carried evidence: browser proof at 1440; browser proof at 390. Asserted: own notification opens exact Shared entry; entries-off save asks first; revocation hides notice; fresh grant reveals notice; grant creation actor and initial option; option change actor and old/new values; mention does not grant access; mention does not turn option on; only own notifications and unread count; other operators have excluded notices; cannot read another record’s entries. |
| RECORD-024target | Mention delivery through personal channels | Partial | Still to buildUnasserted in the cited evidence: Slack acknowledgment never accepts an application-proposed handoff. Asserted: an opted-in personal Slack mention carries no entry text, a private entry gets a generic notice with an authenticated link, and deleting the source withdraws an undelivered mention. Personal email and push channels are not offered. |
| RECORD-018target | Files and versions on records and activities | Missing | Still to buildNo implementation found. There is no file storage, upload route or Files list on any record or activity, and skips every Content-Disposition: attachment part when parsing captured mail, so captured attachments are dropped; migration presets carry no files. |
| RECORD-025target | File access, previews and deletion | Missing | Still to buildNo implementation found. There is no file storage, upload route or Files list on any record or activity, and skips every Content-Disposition: attachment part when parsing captured mail, so captured attachments are dropped; migration presets carry no files. |
| RECORD-026target | Captured and sent mail attachments | Missing | Still to buildNo implementation found. There is no file storage, upload route or Files list on any record or activity, and skips every Content-Disposition: attachment part when parsing captured mail, so captured attachments are dropped; migration presets carry no files. |
| RECORD-027target | File migration and portable bytes | Missing | Still to buildNo implementation found. There is no file storage, upload route or Files list on any record or activity, and skips every Content-Disposition: attachment part when parsing captured mail, so captured attachments are dropped; migration presets carry no files. |
| MIGRATE-001target | HubSpot Sales Hub migration | Partial | Still to build: Reviewed HubSpot CSV presets cover core records/deals/prepared notes; connected migration and full activity/owner/pipeline and attachment coverage are missing. |
| MIGRATE-002target | Pipedrive migration | Partial | Still to build: Pipedrive core CSV presets exist; complete connected migration, products, activity history and files remain missing. |
| MIGRATE-003target | Salesforce Sales Cloud migration | Missing | Still to build: No implementation found. No implementation of this complete target flow was found. |
| Connected selling, follow-up and automation 0 done · 34 partial · 13 missing | |||
| CAPTURE-010target | Continuous authorized mail and calendar reads | Partial | Still to buildDurable provider reads retain their selected-scope and OAuth safeguards. The owner chooses held review (default), most recently active open deal or all open deals for exact-contact connected mail; trusted message identity retains priority. Automatic evidence names its rule, and one reviewed action moves or removes deal links without rewriting the original. No-open-deal mail links only the contact and primary company. Reviewed corrections permit any deal the current full operator may view and change, including closed deals and deals unrelated to the captured contact; the original contact and company history remain. TEAM-005 retains real administrator and restricted-record policy; current full operators retain existing workspace access and collaborators gain no capture door. Live Gmail and Microsoft acceptance requires the owner's authorized journey and remains unmeasured; attachments inherit RECORD-018, unknown-participant proposals CAPTURE-012, and the fixed calendar window still needs explicit extension. Implemented first slice: the installation owner acts as administrator until TEAM-005 supplies sales roles. An open deal's activity is the latest recorded source or operator timeline entry, or its creation time when no later entry exists; ties use deal identity order. Active full operators may move captured mail to any currently accessible, changeable deal or remove its deal links. A fingerprint binds the reviewed association, correction history and offered deal revisions; stale reviews return 409, unavailable targets return 403, and collaborators or restricted roles are refused. Replay repeats no mutation or audit. |
| CAPTURE-011target | Two-way calendar and CRM activity | Partial | Still to buildImplemented first slice: separate opt-in OAuth write consent requests Google calendar.events or Microsoft Calendars.ReadWrite; exact saved attendees, message and times are reviewed before one create, reschedule or cancellation attempt. Provider revisions and source/customer authority fence writes; provider edits become conflicts for fresh review, ambiguous outcomes remain held, and cancelling one written occurrence leaves the other intact. Activities retain one entry per written meeting. Google and Microsoft consent screens show the requested read scopes and add write scope only after separate opt-in, at 1440 and 390; their native form submissions request those exact scopes. Read-only tokens contain no write scope, unsolicited write grants are refused, and read-only consent cannot authorize writeback. Invitation review and conflict screens are exercised at 1440 and 390. Writeback currently changes single meetings created by Orbit; provider-captured meeting editing, recurring-series authoring and live-account proof remain gaps. |
| CAPTURE-012target | Unknown-participant proposal custody | Partial | Still to buildCAPTURE-012: connected unknown-participant proposals, explicit reviewed contactability basis, exclusion and retention enforcement, all named back-fill doors, replay and erasure, authorized Gmail and Microsoft proof, provider qualification and jurisdiction-specific legal qualification remain unproved. Same-thread mailbox sending remains OUT-013, record composition OUT-017, reply all OUT-019, expanded roles TEAM-005 and ownership behavior RECORD-016. |
| CAPTURE-013target | Prospect acceptance and history back-fill | Partial | Still to buildCAPTURE-012: connected unknown-participant proposals, explicit reviewed contactability basis, exclusion and retention enforcement, all named back-fill doors, replay and erasure, authorized Gmail and Microsoft proof, provider qualification and jurisdiction-specific legal qualification remain unproved. Same-thread mailbox sending remains OUT-013, record composition OUT-017, reply all OUT-019, expanded roles TEAM-005 and ownership behavior RECORD-016. |
| CAPTURE-014target | Prospect purpose, retention and suppression | Partial | Still to buildCAPTURE-012: connected unknown-participant proposals, explicit reviewed contactability basis, exclusion and retention enforcement, all named back-fill doors, replay and erasure, authorized Gmail and Microsoft proof, provider qualification and jurisdiction-specific legal qualification remain unproved. Same-thread mailbox sending remains OUT-013, record composition OUT-017, reply all OUT-019, expanded roles TEAM-005 and ownership behavior RECORD-016. |
| FORM-001target | Forms on the buyer’s website | Partial | Still to buildImplemented first slice: Reviewed fixed forms retain consent, atomic intake, honeypot, signed fill proof, per-form/network limits, optional Turnstile, counted refusals, erasable spam and exactly-once release. Allowlisted HTTPS direct posts use the same admission without cookies or tracking. Required and optional free-text and picklist fields map to contact/company/new-deal native and custom JSON properties; exact business domains link/create companies, chosen stages enter NOW, empty values fill and populated differences wait as CAPTURE-004 proposals. A picklist accepts only its reviewed choices. Hidden fields carry a fixed value from the reviewed definition or one declared query parameter, read from the hosted page address, copied from the embedding page by the generated framed embed or sent by a direct post; publication review lists them, and a saved definition change takes effect only after its new revision is compiled, reviewed and published. Forged choices, undeclared names and fixed-value overrides are refused as invalid_fields without a customer or proposal write. Existing contact owners remain; fixed, durable active-user round robin and unassigned rules record each choice and notify the selected full operator once per accepted submission. Team selection, team queues and team notifications inherit TEAM-005; explicit full-operator lists are used meanwhile. Lead/custom-object kinds inherit RECORD-014 and email/push delivery NOTIFY-003. |
| FORM-002target | Form abuse refusals and release | Partial | Still to buildImplemented first slice: Reviewed fixed forms retain consent, atomic intake, honeypot, signed fill proof, per-form/network limits, optional Turnstile, counted refusals, erasable spam and exactly-once release. Allowlisted HTTPS direct posts use the same admission without cookies or tracking. Required and optional free-text and picklist fields map to contact/company/new-deal native and custom JSON properties; exact business domains link/create companies, chosen stages enter NOW, empty values fill and populated differences wait as CAPTURE-004 proposals. A picklist accepts only its reviewed choices. Hidden fields carry a fixed value from the reviewed definition or one declared query parameter, read from the hosted page address, copied from the embedding page by the generated framed embed or sent by a direct post; publication review lists them, and a saved definition change takes effect only after its new revision is compiled, reviewed and published. Forged choices, undeclared names and fixed-value overrides are refused as invalid_fields without a customer or proposal write. Existing contact owners remain; fixed, durable active-user round robin and unassigned rules record each choice and notify the selected full operator once per accepted submission. Team selection, team queues and team notifications inherit TEAM-005; explicit full-operator lists are used meanwhile. Lead/custom-object kinds inherit RECORD-014 and email/push delivery NOTIFY-003. |
| FORM-003target | Form customer identity and consent | Partial | Still to buildImplemented first slice: Reviewed fixed forms retain consent, atomic intake, honeypot, signed fill proof, per-form/network limits, optional Turnstile, counted refusals, erasable spam and exactly-once release. Allowlisted HTTPS direct posts use the same admission without cookies or tracking. Required and optional free-text and picklist fields map to contact/company/new-deal native and custom JSON properties; exact business domains link/create companies, chosen stages enter NOW, empty values fill and populated differences wait as CAPTURE-004 proposals. A picklist accepts only its reviewed choices. Hidden fields carry a fixed value from the reviewed definition or one declared query parameter, read from the hosted page address, copied from the embedding page by the generated framed embed or sent by a direct post; publication review lists them, and a saved definition change takes effect only after its new revision is compiled, reviewed and published. Forged choices, undeclared names and fixed-value overrides are refused as invalid_fields without a customer or proposal write. Existing contact owners remain; fixed, durable active-user round robin and unassigned rules record each choice and notify the selected full operator once per accepted submission. Team selection, team queues and team notifications inherit TEAM-005; explicit full-operator lists are used meanwhile. Lead/custom-object kinds inherit RECORD-014 and email/push delivery NOTIFY-003. |
| FORM-004target | Form owner routing and sales follow-up | Partial | Still to buildImplemented first slice: Reviewed fixed forms retain consent, atomic intake, honeypot, signed fill proof, per-form/network limits, optional Turnstile, counted refusals, erasable spam and exactly-once release. Allowlisted HTTPS direct posts use the same admission without cookies or tracking. Required and optional free-text and picklist fields map to contact/company/new-deal native and custom JSON properties; exact business domains link/create companies, chosen stages enter NOW, empty values fill and populated differences wait as CAPTURE-004 proposals. A picklist accepts only its reviewed choices. Hidden fields carry a fixed value from the reviewed definition or one declared query parameter, read from the hosted page address, copied from the embedding page by the generated framed embed or sent by a direct post; publication review lists them, and a saved definition change takes effect only after its new revision is compiled, reviewed and published. Forged choices, undeclared names and fixed-value overrides are refused as invalid_fields without a customer or proposal write. Existing contact owners remain; fixed, durable active-user round robin and unassigned rules record each choice and notify the selected full operator once per accepted submission. Team selection, team queues and team notifications inherit TEAM-005; explicit full-operator lists are used meanwhile. Lead/custom-object kinds inherit RECORD-014 and email/push delivery NOTIFY-003. |
| OUT-013target | Gmail and Microsoft 365 mailbox sending | Missing | Still to build: No implementation found. No implementation of this complete target flow was found. |
| OUT-014target | Reusable personalized templates and sales content | Partial | Still to buildUnasserted in the carried evidence: another operator reads/uses library; signature bytes; reviewed opt-out state; library screen at 1440; library screen at 390; rendered review at 1440; rendered review at 390. Asserted: owner creates template/snippet/signature; private entry hidden from others; shared entry write refused; two distinct contact renders; exact body read back; collaborator read refused; collaborator authoring refused; collaborator sharing refused; collaborator application refused; missing field prevents rendering; missing field prevents approval; changed merge value prevents approval; stale preview cannot approve; saved subject/body match rendered snapshot; library revision does not alter approved body; library revision does not alter approved subject; snapshot remains byte-identical; provider receives exactly approved rendered bytes once. |
| OUT-015target | Honest open and reply tracking | Partial | Still to buildUnasserted in the carried evidence: no new tracking pixel; no redirect collection; no tracking token collection. Asserted: acceptance distinct from delivery; delivery time read back; historical open/click inference; human reply stored once; source on each timeline; occurred time; recorded time; duplicate event retained once; automatic reply changes no business state; foreign sender changes no business state; ambiguous thread changes no business state; manually linked nonhuman evidence changes no business state; no-tracking label; exact-identity genuine reply stops work. |
| OUT-016target | Disclosed per-message tracking | Missing | Still to buildOUT-016: the complete original tracking journey, token and retention controls, classification and notification behavior, authorized provider acceptance and legal qualification remain unproved. Mailbox delivery remains OUT-013, sequence execution SEQUENCE-001 and SEQUENCE-003, additional notification channels NOTIFY-003 and multi-recipient behavior OUT-019. |
| OUT-021target | Tracking classification and notifications | Missing | Still to buildOUT-016: the complete original tracking journey, token and retention controls, classification and notification behavior, authorized provider acceptance and legal qualification remain unproved. Mailbox delivery remains OUT-013, sequence execution SEQUENCE-001 and SEQUENCE-003, additional notification channels NOTIFY-003 and multi-recipient behavior OUT-019. |
| OUT-022target | Tracking expiry, suppression and sales meaning | Missing | Still to buildOUT-016: the complete original tracking journey, token and retention controls, classification and notification behavior, authorized provider acceptance and legal qualification remain unproved. Mailbox delivery remains OUT-013, sequence execution SEQUENCE-001 and SEQUENCE-003, additional notification channels NOTIFY-003 and multi-recipient behavior OUT-019. |
| OUT-017target | One-to-one email from any permitted record | Partial | Still to buildReviewed manual composition from contacts, companies and closed deals uses one explicitly selected recipient, an optional current open-deal link and separate closed-deal history; sending creates or reopens no deal. Exact rendered approval, active/contactable identity, shared sending budgets, clocks, scheduling, reconciliation and contact-wide stops apply to the additive mail store. One accepted activity links reviewed content and provider identity to the contact, primary company and linked/history deal; verified native message headers thread one genuine reply, while missing headers are held. An unlinked accepted message opens one sender-owned contact promise, due in workspace working days and shown in Today when overdue; human replies, booked meetings, later acceptance and explicit sender completion close it. Automatic replies do not; permanent bounce suppresses and cancels contact schedules. Sender/owner reply notices and contact outcomes are native in-app. Full operators retain current authority and collaborators get no new mail door. Record AI drafting from contacts and explicitly selected company contacts uses the assistance preview, exact unchanged evidence and configured instructions through ai.provider.v1, validated citations and length, durable editable unsent drafts and ai_calls accounting; unavailable providers fail visibly. Existing held-reply review attaches genuine or automatic replies to the contact and primary company or dismisses them once with operator attribution; automatic replies and dismissal leave promises open. Removal review includes open contact promises, explicit receiving full operator or unassignment, stale-set refusal and atomic handover with one attributed contact/company entry; original sender attribution remains, receiving overdue promises appear in Today, and unassigned promises remain on their contact. Remaining gaps: additional To/CC/BCC and reply-all inherit OUT-019, mailbox sending and live replies OUT-013, leads RECORD-014, provider-thread capture CAPTURE-010, sequence steps SEQUENCE-001/003 and tracking choice OUT-016. |
| OUT-023target | Record mail history and deal-less obligations | Partial | Still to buildReviewed manual composition from contacts, companies and closed deals uses one explicitly selected recipient, an optional current open-deal link and separate closed-deal history; sending creates or reopens no deal. Exact rendered approval, active/contactable identity, shared sending budgets, clocks, scheduling, reconciliation and contact-wide stops apply to the additive mail store. One accepted activity links reviewed content and provider identity to the contact, primary company and linked/history deal; verified native message headers thread one genuine reply, while missing headers are held. An unlinked accepted message opens one sender-owned contact promise, due in workspace working days and shown in Today when overdue; human replies, booked meetings, later acceptance and explicit sender completion close it. Automatic replies do not; permanent bounce suppresses and cancels contact schedules. Sender/owner reply notices and contact outcomes are native in-app. Full operators retain current authority and collaborators get no new mail door. Record AI drafting from contacts and explicitly selected company contacts uses the assistance preview, exact unchanged evidence and configured instructions through ai.provider.v1, validated citations and length, durable editable unsent drafts and ai_calls accounting; unavailable providers fail visibly. Existing held-reply review attaches genuine or automatic replies to the contact and primary company or dismisses them once with operator attribution; automatic replies and dismissal leave promises open. Removal review includes open contact promises, explicit receiving full operator or unassignment, stale-set refusal and atomic handover with one attributed contact/company entry; original sender attribution remains, receiving overdue promises appear in Today, and unassigned promises remain on their contact. Remaining gaps: additional To/CC/BCC and reply-all inherit OUT-019, mailbox sending and live replies OUT-013, leads RECORD-014, provider-thread capture CAPTURE-010, sequence steps SEQUENCE-001/003 and tracking choice OUT-016. |
| OUT-018target | Sending budgets for each user | Partial | Still to buildUnasserted in the carried evidence: separate sequence budget; provider-submitted count once across recipients; sequence budget of 50 isolates one SDR; other SDR continues; everyone’s one-to-one continues. Asserted: one-to-one budget independent per user; changed limit applies next claim. |
| OUT-024target | Connected-mailbox pace and provider quotas | Missing | Still to buildUnasserted in the carried evidence: Gmail account-specific pace; Microsoft 365 account-specific pace; trial/consumer lower limits; no deployment-wide mailbox throttle; only throttled mailbox deferred; visible provider next window; no transport switch; no identity switch. The cited evidence does not assert this complete journey; implementation or a test title alone is not proof. |
| OUT-025target | Shared-transport priority and fair draining | Partial | Still to buildUnasserted in the carried evidence: 12-user mixed-mailbox/shared morning; 40 one-to-one approvals each; two 100-recipient four-step batches; every one-to-one submitted within 60 seconds; both 100-first-step batches drain in business day; batches interleave; provider/mailbox limits respected; 75-percent sequence share; reserved one-to-one capacity; per-user round-robin; per-user enrollment order. The cited evidence does not assert this complete journey; implementation or a test title alone is not proof. |
| OUT-026target | Sending usage and submission latency | Partial | Still to buildUnasserted in the carried evidence: declared 25-user measured submission latencies; sequence budget refusal; mailbox pace refusal; provider throttle refusal; mailbox usage; 12-user mixed-transport morning. Asserted: one-to-one budget refusal reason/value/time; shared rate refusal reason/value/time; own budget use and remaining; administrator sees all users. |
| OUT-019target | To, CC and BCC recipient review | Missing | Still to buildNo implementation found. Drafts and outbound messages hold a single recipient_email matched to one contact_id, and the dispatcher in joins on it; there are no CC or BCC lists, internal or one-off recipients, reply-all pre-fill or per-recipient landing. |
| OUT-027target | Reply and reply-all threads | Missing | Still to buildNo implementation found. Drafts and outbound messages hold a single recipient_email matched to one contact_id, and the dispatcher in joins on it; there are no CC or BCC lists, internal or one-off recipients, reply-all pre-fill or per-recipient landing. |
| OUT-028target | Multi-recipient delivery and disclosure | Missing | Still to buildNo implementation found. Drafts and outbound messages hold a single recipient_email matched to one contact_id, and the dispatcher in joins on it; there are no CC or BCC lists, internal or one-off recipients, reply-all pre-fill or per-recipient landing. |
| OUT-020target | Opt-out settings and exact message state | Partial | Still to buildUnasserted in the carried evidence: established-installation upgrade; pre-setting approvals; Gmail one-to-one no opt-out header/link; sequence step includes both; relationship-marked sequence step omits both. Asserted: approved unsent state preserved; Settings counts unchanged for bound state; new-installation defaults; allowed removal; forbidden removal; explicit addition; SendGrid-to-relay opt-out continuity; explicit off state; historical transport refusal. |
| OUT-029target | Single-recipient opt-out capabilities | Partial | Still to buildUnasserted in the carried evidence: private capability archive round-trip; review at 1440 and 390; settings at 1440 and 390; confirmation at 1440 and 390; unsubscribed state at 1440 and 390; invalid state at 1440 and 390. Asserted: durable capability bound to message; exact footer bytes; matching opt-out URL header; one-click header; configured installation origin; GET changes no state; plain POST suppresses bound contact; RFC 8058 replay preserves digest; all held/claimed/scheduled work cancelled; different contact untouched; different contact’s schedule untouched; late dispatch sends nothing; malformed and foreign same refusal; invalid request leaves state unchanged; erasure invalidates capability; invalid response discloses no recipient; capability has no arbitrary expiry. |
| OUT-030target | Several-recipient opt-out | Missing | Still to buildUnasserted in the carried evidence: three-recipient message has no one-click header; one opt-out page link; posted recipient address; only named recipient stopped; basis and message citation stored; other recipients remain contactable; other recipients retain schedules; nonrecipient refusal leaks no identity; one-off address stopped without creating a contact. The cited evidence does not assert this complete journey; implementation or a test title alone is not proof. |
| OUT-031target | Unattributed stop requests | Missing | Still to buildUnasserted in the carried evidence: unattributed provider stop creates one request; nobody becomes do-not-contact; all external schedules/enrollments visibly paused; new mail refused with request; later inbound reply exception; sender and distinct owners notified once; named people stopped; others’ paused work resumes; cannot-determine stops everyone; resolution user and time in message and audit. The cited evidence does not assert this complete journey; implementation or a test title alone is not proof. |
| OUT-032target | Opt-out upgrades and transport changes | Partial | Still to buildUnasserted in the carried evidence: established upgrade keeps on; basis shown; pre-setting approvals preserve state; all mailbox/sequence/batch/workflow paths preserve same state. Asserted: new one-to-one default off; SendGrid-to-relay exact header/link continuity; explicit off has no capability; historical transport state refuses; unsupported review refusal; unsupported dispatch refusal; audited Settings refusal count. |
| TASK-001target | Assigned prioritized recurring sales tasks | Partial | Still to buildUnasserted in the carried evidence: personal email visibly unavailable; personal push visibly unavailable; personal Slack preference unavailable; channel due-work notice does not claim a personal preference; Slack task names mapped operator; Slack task retains source attribution.; single-use action identity; high-priority due call; weekly follow-up; assignment and reassignment; daily task view completion; one receiving-user notification; restart around recurrence; exactly one next occurrence. Asserted: operator removal handover. |
| NOTIFY-003target | Reminders that reach an absent seller | Partial | Still to buildNative personal mention DMs use self-managed opt-in bound to an explicit current installation mapping and active full-operator authority; generic private-entry notices contain only an authenticated exact-entry link. Team and restricted-role audiences remain TEAM-005. Due and overdue reminders, daily digests, working-hours and timezone scheduling, missed-run recovery and configured-manager escalation remain unbuilt. Personal assignment and form external channels, system notification email, REPORT-002 recipient-specific email, personal-DM provider deletion tracking, real opted-in Slack DM qualification and real mailbox and device receipt remain unproved. Dashboard email stays paused for the system sender and attachment transport prerequisites; mobile push needs Apple and Google accounts. Existing native in-app assignment and form notices, dashboard schedule definitions and Slack delivery history remain intact. |
| SEQUENCE-001target | Versioned sales sequence authoring | Partial | Still to buildReviewed single scheduled messages exist; multi-step definitions, rep authoring and sharing, deal-less enrollments, step threading, internal CC and manual step execution are missing. |
| SEQUENCE-004target | Sequence enrollment and scheduled steps | Partial | Still to buildReviewed single scheduled messages exist; multi-step definitions, rep authoring and sharing, deal-less enrollments, step threading, internal CC and manual step execution are missing. |
| SEQUENCE-005target | Sequence outcome reports | Partial | Still to buildReviewed single scheduled messages exist; multi-step definitions, rep authoring and sharing, deal-less enrollments, step threading, internal CC and manual step execution are missing. |
| SEQUENCE-002target | Immediate sequence exits and accountable outcomes | Partial | Still to buildUnasserted in the carried evidence: external colleague reply exit; manual stop; unsubscribe/permanent-bounce stop; restart preserves exit. Asserted: reply exit; booking exit; stage exit atomic with stage change; one first exit reason; replay/reopen/late dispatch revive nothing; separate customer outcome counts. |
| SEQUENCE-003target | Bulk enrollment and rendered batch review | Missing | Still to build: No implementation found. Reviewed single scheduled messages exist under OUT-009; sequences, batch rendering and batch approval do not. |
| SEQUENCE-006target | Batch dispatch and isolated review holds | Missing | Still to build: No implementation found. Reviewed single scheduled messages exist under OUT-009; sequences, batch rendering and batch approval do not. |
| SEQUENCE-007target | Workflow-triggered enrollment review | Missing | Still to build: No implementation found. Reviewed single scheduled messages exist under OUT-009; sequences, batch rendering and batch approval do not. |
| AUTO-001target | Configurable sales workflows and visible execution | Partial | Still to buildNative version drafts, retained-snapshot dry runs, preview and activation, persisted runs, internal writes, tasks, explicit operator notices and declared static webhooks are implemented. Remaining: TEAM-005 real sales-admin grants, teams and team rotation or notices; RECORD-014 leads and custom objects; captured and provider call activity trigger integration; ENRICH-001 authorized provider signals; SEQUENCE-003 approval-queue enrollment and inherited sequence exits; OUT-018 and OUT-020 workflow-email obligations; pre-journal 30-day reconstruction, large-population previews and complete execution-history pagination. The conservative interim administration boundary is the installation owner under the standing scope rule; scoped delegation and provider boundaries remain unproved. Exact candidate qualification is recorded in Verify. |
| AUTO-002target | Workflow record-changing actions | Partial | Still to buildNative contact, company and deal set, copy, stamp, clear, arithmetic, stage and associated-deal writes are implemented with typed validation, per-record material approval, current-value guards, durable receipts, loop stops and conditional field or stage undo. Remaining: TEAM-005 scoped sales-admin record and field grants; RECORD-014 leads, custom objects and related targets; product, quote and forecast sidecar actions; created-record archival undo and complete owner-rule selection; pre-journal 30-day reconstruction, form-copy previews without a submission value, per-action preview counts, large previews and full-history pagination; complete per-field intervening-edit attribution and record-atomic failure qualification; named typed-user rendering in record summaries; workflow source in reports and API change webhooks; migration mappings and declared rate-limit qualification. The conservative interim activator is the installation owner under the standing scope rule. Exact candidate qualification is recorded in Verify. |
| AUTO-003target | Workflow activation and history | Partial | Still to buildImplemented: versioned activation recording the activating administrator, a preview with past-30-day history and its coverage, internal writes applied without a per-record proposal, and a replaced version stopping its delayed runs. Remaining: pre-journal 30-day reconstruction and large previews; workflow as the change source in reports and API change webhooks; migration mappings that list each action. No cited test asserts all three acceptance points. |
| AUTO-004target | Material workflow changes | Partial | Still to buildImplemented: amount, close date, won or lost, product, line-item, quote-value and forecast changes and fields marked for approval create one guarded approval item that is accepted, declined or closed after 7 days. Unasserted: the "needs approval" editor label and preview counts; that a workflow cannot create contactability, change consent, delete or merge. Quote and forecast targets await QUOTE-001 and FORECAST-001. |
| AUTO-005target | Workflow guards and recovery | Partial | Still to buildImplemented: an authority check that marks a version needs re-activation, current-value guards, typed validation, a queued write-rate limit and restart-safe resume of failed runs. Remaining: TEAM-005 field-level grants, so no refusal names a protected field at activation; complete per-field intervening-edit attribution and record-atomic failure qualification; the loop depth limit is not asserted by a cited test. |
| AUTO-006target | Undo workflow effects | Partial | Still to buildImplemented: undo of one run or of one version over a time range (at most 1,000 runs), restoring a field only where it still holds the written value, reversing stage moves into movement history and listing skipped items. Remaining: archival undo of created records and complete owner-rule selection; that undo sends nothing and never reopens or deletes tasks or messages is not asserted. |
| CALL-001target | Provider-backed click-to-call | Partial | Still to buildImplemented first slice: owner-managed encrypted Twilio configuration, replacement and disconnect; contact and linked-deal exact-number review with one attempt; signed ordered callbacks, replay refusal, outside-Orbit logs and owner review of unknown numbers; one call per Rep activities row; contact erasure replay fences and credential-free Records/CLI archives. Calling settings, held review, contact/deal call review and logs are exercised at 1440 and 390. A Twilio test-credential application receipt (sd-orbit-hk1, 26 October 2026) ran the built Worker at an HTTPS loopback origin: the owner saved the account's test credentials through the calling-settings door, and the real dial door made one Calls request, which Twilio accepted with a call receipt (attempt submitted); replaying that operation key was refused before any second request; each of Twilio's documented test refusals (invalid, unroutable, internationally unpermitted and blocked To; invalid From) made one request, returned Twilio's error code and was recorded as an uncertain attempt with no call. Test credentials place no call and send no callbacks, so callbacks, inbound and outside-Orbit logging remain proven only by the signed network-edge fixtures, which cover completed and ringing events; no-answer, busy, canceled and failed dispositions have neither a provider proof nor a fixture. Aircall, a live-account call to an authorized test number with its real callbacks and dispositions, a distinct failed state for Twilio's definite refusals (recorded as uncertain today) and the complete inherited buyer journey remain gaps. |
| CALL-002target | Consented recordings and cited transcripts | Partial | Still to buildCALL-002: recording and participant-consent enforcement, cited transcripts and speaker review, stale proposals, transcript-based risk evidence, current-access playback, retention, local derivatives and confirmed provider deletion, original buyer-walk steps, provider qualification and state-specific legal qualification remain unproved. Dialing authority remains CALL-001; the complete cross-product steps remain with BOUNDARY-001’s named receiving clauses. |
| CALL-003target | Participant recording consent and provider deletion | Partial | Still to buildCALL-002: recording and participant-consent enforcement, cited transcripts and speaker review, stale proposals, transcript-based risk evidence, current-access playback, retention, local derivatives and confirmed provider deletion, original buyer-walk steps, provider qualification and state-specific legal qualification remain unproved. Dialing authority remains CALL-001; the complete cross-product steps remain with BOUNDARY-001’s named receiving clauses. |
| Sales management 2 done · 3 partial · 1 missing | |||
| REPORT-001target | Sales dashboards and saved reports | Done | |
| REPORT-002target | Saved dashboard tiles and filters | Partial | Still to buildNine-tile composition, viewer-fenced figures/drill rows, Owner/Pipeline/US date/Region filters, named/workspace sharing, personal defaults, unavailable/error/no-value/late evidence, PDF and tile CSV, versioned custody, paused restore and erasure are implemented. TEAM-005 inherits team filter/sharing/default/restricted sellers; RECORD-016 later owner kinds; NOTIFY-003 the later delivery model. Owner-chosen Dashboard ready routing and separately audited owner enablement send one generic Slack notice and authenticated link per occurrence/channel; replay, rate limits, failure/retry, held uncertainty and non-resuming safety suspension are proven. Email remains paused: the relay rejects attachments and no system notification sender exists; weekly recipient-specific email, next-send email revocation, email attempts and email retry/uncertain behavior remain gaps. PDF rejects text outside WinAnsi. Live forecasts apply the workspace calendar day and shared-field bindings; saved forecasts keep their original UTC definition and measured result. Every composed response rechecks its original dashboard, saved sources and permitted source rows after the final metadata read. Real team roles, audiences/defaults and restricted sellers remain TEAM-005; daily/weekly/monthly recipient-specific email and its revocation, failure, uncertainty and no-resend provider proof remain blocked on the system sender and attachment transport. No real provider delivery or release acceptance is claimed. |
| REPORT-003target | Dashboard sharing and defaults | Partial | Still to buildNine-tile composition, viewer-fenced figures/drill rows, Owner/Pipeline/US date/Region filters, named/workspace sharing, personal defaults, unavailable/error/no-value/late evidence, PDF and tile CSV, versioned custody, paused restore and erasure are implemented. TEAM-005 inherits team filter/sharing/default/restricted sellers; RECORD-016 later owner kinds; NOTIFY-003 the later delivery model. Owner-chosen Dashboard ready routing and separately audited owner enablement send one generic Slack notice and authenticated link per occurrence/channel; replay, rate limits, failure/retry, held uncertainty and non-resuming safety suspension are proven. Email remains paused: the relay rejects attachments and no system notification sender exists; weekly recipient-specific email, next-send email revocation, email attempts and email retry/uncertain behavior remain gaps. PDF rejects text outside WinAnsi. Live forecasts apply the workspace calendar day and shared-field bindings; saved forecasts keep their original UTC definition and measured result. Every composed response rechecks its original dashboard, saved sources and permitted source rows after the final metadata read. Real team roles, audiences/defaults and restricted sellers remain TEAM-005; daily/weekly/monthly recipient-specific email and its revocation, failure, uncertainty and no-resend provider proof remain blocked on the system sender and attachment transport. No real provider delivery or release acceptance is claimed. |
| REPORT-004target | Dashboard export and scheduled delivery | Partial | Still to buildNine-tile composition, viewer-fenced figures/drill rows, Owner/Pipeline/US date/Region filters, named/workspace sharing, personal defaults, unavailable/error/no-value/late evidence, PDF and tile CSV, versioned custody, paused restore and erasure are implemented. TEAM-005 inherits team filter/sharing/default/restricted sellers; RECORD-016 later owner kinds; NOTIFY-003 the later delivery model. Owner-chosen Dashboard ready routing and separately audited owner enablement send one generic Slack notice and authenticated link per occurrence/channel; replay, rate limits, failure/retry, held uncertainty and non-resuming safety suspension are proven. Email remains paused: the relay rejects attachments and no system notification sender exists; weekly recipient-specific email, next-send email revocation, email attempts and email retry/uncertain behavior remain gaps. PDF rejects text outside WinAnsi. Live forecasts apply the workspace calendar day and shared-field bindings; saved forecasts keep their original UTC definition and measured result. Every composed response rechecks its original dashboard, saved sources and permitted source rows after the final metadata read. Real team roles, audiences/defaults and restricted sellers remain TEAM-005; daily/weekly/monthly recipient-specific email and its revocation, failure, uncertainty and no-resend provider proof remain blocked on the system sender and attachment transport. No real provider delivery or release acceptance is claimed. the managed mail relay cannot carry PDF/CSV attachments and Orbit has no system notification sender for active operators or collaborators. Email stays paused with no outbound. Weekly recipient-specific email copies, next-send email revocation, queued/sent/failed/uncertain email attempts and email retry/uncertain behavior remain unproven. |
| FORECAST-001target | Weighted forecasts, quotas and revenue schedules | Done | |
| QUOTE-001target | Products, quotes and signatures | Missing | Still to build: No implementation found. No implementation of this complete target flow was found. |
| Category integrations and enrichment 3 done · 8 partial · 5 missing | |||
| INTEGRATE-001target | Dial and Calendly bookings | Partial | Still to build: Calendly signed booking ingestion and guided callback registration exist; native Dial links and complete reschedule/completion lifecycle are missing. |
| INTEGRATE-002target | Zoom meetings and preparation | Missing | Still to build: No implementation found. No implementation of this complete target flow was found. |
| INTEGRATE-003target | Nectar and Stripe billing context | Missing | Still to build: No implementation found. No implementation of this complete target flow was found. |
| INTEGRATE-004target | HappyToHelp, Help Scout and Zendesk account context | Missing | Still to build: No implementation found. No implementation of this complete target flow was found. |
| INTEGRATE-005target | Slack notice routing and allowed content | Done | |
| INTEGRATE-009target | Slack identity and single-use actions | Partial | Still to buildUnasserted in the carried evidence: foreign app refused; foreign enterprise refused; foreign user.team_id refused; lost native access refused; changed timestamp cannot reuse spent action id; failure during action consumption remains atomic; no mail editing; no mail approval; acknowledgment cannot accept proposed handoff; mapping grants no native/content/delegation authority. Asserted: unsigned signature refusal; stale signature refusal; unmapped/foreign/revoked/removed identities leave state unchanged; acknowledgment names operator; task names creator/owner; task retains Slack source attribution.; no customer send from Slack. |
| INTEGRATE-010target | Slack delivery failures and destination safety | Done | |
| INTEGRATE-011target | Slack portable definitions and deletion | Partial | Still to buildUnasserted in the carried evidence: restored pending deletion held for fresh confirmation; Settings/status/unresolved at 1440; Settings/status/unresolved at 390; call/meeting notice; exact allowed field/link safety. Asserted: history portable exactly; bot/signing credentials absent; routing restored paused; mapping provenance portable without authority; no restored action credentials; stored notice content redacted; provider deletion requested; nonempty deletion set has confirmed outcomes; booking notice; won-deal and handoff notices. |
| INTEGRATE-006target | QuickBooks Online and Xero accounting handoff | Missing | Still to build: No implementation found. No implementation of this complete target flow was found. |
| INTEGRATE-007target | Mailchimp audience and suppression handoff | Partial | Still to buildRemaining: the consent and member ledger is not yet reconciled by a populated DATA-003 export and restore comparison; refusals for a non-owner administering the connection and for a collaborator handing off are not asserted; Settings reads connected before Mailchimp has checked the webhook address; an unchanged member gets no provider read; Orbit shows its webhook address and the owner adds it in Mailchimp (Orbit does not register it), and only a quick tunnel to a loopback harness has received Mailchimp’s calls, not a hosted installation; Mailchimp’s optional webhook signing is not verified, so the unguessable address is the authority; merging contacts does not carry consent or member links to the survivor, which previews as unknown until consent is recorded again; one handoff makes at most 100 provider requests and reports what remains; the installation owner administers the connection until TEAM-005; Mailchimp deletions are sent after Orbit’s accepted changes and on the owner’s confirmation, not by the scheduled Worker run. The third Acceptance sentence, the complete US buyer walk, belongs to whichever BOUNDARY-001 clause ships last and is not met here: INTEGRATE-001, CALL-001 and CALL-002 are partial, and INTEGRATE-002, INTEGRATE-003, INTEGRATE-004, INTEGRATE-006, INTEGRATE-008 and QUOTE-001 are missing. |
| INTEGRATE-008target | Buoy post-sale handoff | Missing | Still to build: No implementation found. No implementation of this complete target flow was found. |
| ENRICH-001target | Licensed enrichment and change signals | Partial | Still to build: Captured evidence proposes field changes; licensed sources, scheduled news/job signals and enrichment waterfalls are missing. |
| API-001target | Versioned public record API | Partial | Still to buildAPI-001: the remaining original versioned resource surface and complete acceptance journey, outbound subscription security, delivery and replay controls, their custody and erasure, provider security and legal qualification remain unproved. The standalone scoped deal credential journey is asserted; current inbound-source authority remains SIGNAL-009; narrow application delegation remains DELEGATE-001; later resource behavior remains with its named owning clauses. API-004 now proves live scoped close-date, owner-id and buying-context product reads across two installations; the remaining original resource obligations above stay unproved. |
| API-002target | Named API credential lifecycle | Partial | Still to buildAPI-001: the remaining original versioned resource surface and complete acceptance journey, outbound subscription security, delivery and replay controls, their custody and erasure, provider security and legal qualification remain unproved. The standalone scoped deal credential journey is asserted; current inbound-source authority remains SIGNAL-009; narrow application delegation remains DELEGATE-001; later resource behavior remains with its named owning clauses. API-004 now proves live scoped close-date, owner-id and buying-context product reads across two installations; the remaining original resource obligations above stay unproved. |
| API-003target | Outgoing webhooks and safe replay | Partial | Still to buildAPI-001: the remaining original versioned resource surface and complete acceptance journey, outbound subscription security, delivery and replay controls, their custody and erasure, provider security and legal qualification remain unproved. The standalone scoped deal credential journey is asserted; current inbound-source authority remains SIGNAL-009; narrow application delegation remains DELEGATE-001; later resource behavior remains with its named owning clauses. |
| API-004target | A scoped integration reads a deal's close date, owner and product fields | Done | |
| Mobile, portability and operation 1 done · 2 partial · 0 missing | |||
| MOBILE-001target | Sales on mobile and desktop | Partial | Still to build: Responsive native web journeys exist; native mobile apps, offline conflict handling, push reminders and phone composing under OUT-017/OUT-019 are missing. |
| DATA-003target | Full-target portability, privacy and audit | Done | |
| OPS-001target | Owned operation and explicit provider failures | Partial | Still to buildImplemented first slice: installation-owner per-domain requirements on the linked OIDC provider; atomic active full-operator and matching verified-email admission; policy, operator and linked-provider fences on subsequent requests; an uninvited or unverified identity is refused. The existing /auth/oidc/auth/callback remains unchanged. Required domains fence non-owner email sessions while owner email recovery and unrestricted-domain magic links remain available. Policy and refused sign-in screens are exercised at 1440 and 390. Direct Google Workspace/Microsoft Entra account proof and the remaining operational, connector and mobile surface remain gaps. |
| Honest boundaries 0 done · 1 partial · 0 missing | |||
| BOUNDARY-001target | Separate products and US-first delivery | Partial | Still to buildUnasserted in the carried evidence: no products/commitments/amounts in Slack won/handoff notices; product states and owned jobs; 1440 browser proof; 390 browser proof; full CRM scope retained. Asserted: Slack disconnected state; signed Calendly intake links deal; manual call log on deal; exact review and send; USD amount unchanged; booking/manual/setup sends no mail; connected/awaiting Calendly and Cal.com state; unavailable products enumerated; Slack actual state; no substituted connector. |
| Agent surface (Base-delivered) 0 done · 13 partial · 0 missing | |||
| BASE-AGENT-001target | One MCP door per seed | Partial | Still to buildThe door ships and the cited tests assert initialize on both the 2026-07-28 and 2025-11-25 revisions. Not asserted in the cited seed tests: server / discover, unsupported-version refusal, tools / list order and cache fields, foreign Origin 403, HeaderMismatch and the 413 oversize refusal. The full acceptance is proven only by the Base conformance runner in the source verification gate, which this audit did not re-run. |
| BASE-AGENT-002target | The seed's jobs are tools, through the UI's own actions | Partial | Still to buildThe door ships and the cited tests assert tools that call the native record, draft and handoff actions and refuse with stable codes such as revision_conflict and policy_blocked. Not asserted in the cited seed tests: core clause coverage by tools or non-tool reasons for the planned jobs (messages, sequences, quotes, files, integrations), outputSchema validation of every fixture result and embedded agents appearing as calls to the same tools. The full acceptance is proven only by the Base conformance runner in the source verification gate, which this audit did not re-run. |
| BASE-AGENT-003target | Records are resources | Partial | Still to buildThe door ships and the cited tests assert ten resource templates, the untrusted marker on report data and one refusal for an unregistered resource. Not asserted in the cited seed tests: two-role read parity with the UI, identical out-of-scope and missing responses, resource_link read-back and byte-budget refusal. The full acceptance is proven only by the Base conformance runner in the source verification gate, which this audit did not re-run. |
| BASE-AGENT-004target | Business identity and short-lived, audience-bound tokens | Partial | Still to buildThe door ships and the cited tests assert RFC 9728 protected-resource metadata, Business-bound owner tokens, 401 for a wrong audience or unmapped subject, and refusal of an outstanding token after the sponsor changes email. Not asserted in the cited seed tests: token lifetime and consent-revocation limits. The full acceptance is proven only by the Base conformance runner in the source verification gate, which this audit did not re-run. |
| BASE-AGENT-005target | An agent acts as a person in a role, never more | Partial | Still to buildThe door ships and the cited tests assert 403 when a scope is missing, action as the mapped person and refusal after native teammate removal. Not asserted in the cited seed tests: role narrowing per record and grant self-escalation probes. The full acceptance is proven only by the Base conformance runner in the source verification gate, which this audit did not re-run. |
| BASE-AGENT-006target | Every action declares its risk class | Partial | Still to buildThe door ships and the cited tests assert standard and sensitive classes computed for orbit tools and sensitive calls blocked by company policy. Not asserted in the cited seed tests: the external, money, commitment, destructive, access, security, live and gated classes, which no declared tool computes (SURFACE-003 to SURFACE-008). The full acceptance is proven only by the Base conformance runner in the source verification gate, which this audit did not re-run. |
| BASE-AGENT-007target | The company's policy decides, at one chokepoint | Partial | Still to buildThe door ships and the cited tests assert policy_unset before a company policy is adopted, then autonomous, paused and blocked decisions at the one door. Not asserted in the cited seed tests: held-class approvals executed through the door for a sales action. The full acceptance is proven only by the Base conformance runner in the source verification gate, which this audit did not re-run. |
| BASE-AGENT-008target | Truthful attribution | Partial | Still to buildThe door ships and the cited tests assert a native timeline entry naming the agent for its sponsor (for example "Ari for Morgan Lee"). Not asserted in the cited seed tests: attribution for provider steps and the person-only approval path. The full acceptance is proven only by the Base conformance runner in the source verification gate, which this audit did not re-run. |
| BASE-AGENT-009target | Every agent action is audited with its class and decision | Partial | Still to buildThe door ships and the cited tests assert audit rows with tool, outcome, idempotency key and the actual resource, and an audit page with no difference from policy. Not asserted in the cited seed tests: class and decision columns across every class. The full acceptance is proven only by the Base conformance runner in the source verification gate, which this audit did not re-run. |
| BASE-AGENT-010target | Agents can follow changes | Partial | Still to buildThe door ships and the cited tests assert orbit.events.list returning attributed native activity. Not asserted in the cited seed tests: change-following subscriptions and signed outbound event delivery. The full acceptance is proven only by the Base conformance runner in the source verification gate, which this audit did not re-run. |
| BASE-AGENT-011target | Limits are policy, and Pause stops everything | Partial | Still to buildThe door ships and the cited tests assert Pause stopping replays and a blocked class refusing without effect. Not asserted in the cited seed tests: capacity limits and provider-spend caps. The full acceptance is proven only by the Base conformance runner in the source verification gate, which this audit did not re-run. |
| BASE-AGENT-012target | Writes are idempotent and conflict-safe | Partial | Still to buildThe door ships and the cited tests assert one retained outcome for a replayed idempotency key, revision_conflict for a stale revision, and paused or blocked replays leaving the record unchanged. Not asserted in the cited seed tests: the same key reused with different arguments and concurrent writes. The full acceptance is proven only by the Base conformance runner in the source verification gate, which this audit did not re-run. |
| BASE-AGENT-013target | Manifest, docs and the conformance journey | Partial | Still to buildThe door ships and the cited tests assert a manifest generated from the registry () and a seeded seller-day journey run by the Base harness. Not asserted in the cited seed tests: the generated /docs/agents page content for the planned jobs and the held-policy leg of the journey. The full acceptance is proven only by the Base conformance runner in the source verification gate, which this audit did not re-run. |
| Agent surface 0 done · 5 partial · 8 missing | |||
| SURFACE-001target | Registry and complete sales jobs | Partial | Still to buildImplemented: a registry of 23 tools, 10 resources and two non-tool reasons, and a seller-day journey on Orbit's own fixtures. Remaining: tools for customer messages, sequences, quotes, files and integrations, and Core ids and non-tool reasons covering every row of this table; the Base conformance result for the complete registry is not asserted by a cited test. |
| SURFACE-002target | Internal sales work | Partial | Still to buildImplemented: record, draft, handoff, forecast and report-definition writes compute standard under company policy. Remaining: no task, deal-move or Undo tool is declared, and read item counts are not asserted. |
| SURFACE-003target | Customer and provider exposure | Missing | Still to build: No complete MCP registry, class computation and company-policy conformance journey proves this Orbit delta. |
| SURFACE-004target | Money and commitments | Missing | Still to build: No complete MCP registry, class computation and company-policy conformance journey proves this Orbit delta. |
| SURFACE-005target | Provider person-only steps | Missing | Still to build: No complete MCP registry, class computation and company-policy conformance journey proves this Orbit delta. |
| SURFACE-006target | Access and protective settings | Missing | Still to build: No complete MCP registry, class computation and company-policy conformance journey proves this Orbit delta. |
| SURFACE-007target | Irreversible and sensitive data | Missing | Still to build: No complete MCP registry, class computation and company-policy conformance journey proves this Orbit delta. |
| SURFACE-008target | Running automation | Missing | Still to build: No complete MCP registry, class computation and company-policy conformance journey proves this Orbit delta. |
| SURFACE-009target | Saved sales actions under company policy | Missing | Still to build: No complete MCP registry, class computation and company-policy conformance journey proves this Orbit delta. |
| SURFACE-010target | Sales events and handoffs | Partial | Still to buildImplemented: orbit.events.list returns attributed native activity, and records, signals, drafts, reports and operations read as resources. Remaining: the declared contact, company, deal, message, sequence, workflow, quote and file resources, and booking, reply, stage, quote and Buoy handoff events by one identity across channels. |
| SURFACE-011target | Sales overview and provider spend | Partial | Still to buildImplemented: the /agents audit reads every call of the seller-day journey with its policy decision and reports no difference from policy. Remaining: reconciliation by class and decision for customer messages, binding quotes and financial work, reserved and actual provider cost with explicit caps, and the seeded fixture week. |
| SURFACE-012target | Embedded sales agents | Missing | Still to build: No complete MCP registry, class computation and company-policy conformance journey proves this Orbit delta. |
| SURFACE-013target | Stranger specialist’s seeded week | Partial | Still to buildImplemented: a seller-day journey that reads fixtures, updates a record, replays a write and refuses a stale handoff, then reads the audited write. Remaining: link arrivals, explain a stalled deal, follow a promise, send permitted follow-up and hand a won deal to Buoy; the held-policy leg and the cross-run comparison. |
| Push further 0 done · 5 partial · 0 missing | |||
| AGENT-001push further | Keep the customer graph current with evidence | Partial | Still to build: Reviewed provenance-bound capture updates exist; call/enrichment graph maintenance and stakeholder inference are not complete. |
| AGENT-002push further | Explain stalled deals and contradictory commitments | Partial | Still to buildUnasserted in the carried evidence: risk display at 1440; risk display at 390. Asserted: opens without reply cited as inferred; missing recorded stakeholder exact quote; overdue promise citation; overdue task citation; stage stall citation; exact contradictory date/call citations; observation distinct from inference; bad AI quote leaves no findings; dismissal reason persists; changed required role persists; reviewed task content read back; held-policy findings change no sales state or mail. |
| AGENT-003push further | Follow the next action through to a customer outcome | Partial | Still to build: Brief promises, handoffs and reviewed scheduled outreach exist; durable cross-step quote-to-close outcome supervision is missing. |
| AGENT-004push further | Controlled research and workflow evidence | Partial | Still to buildAGENT-004: configurable selected-account research, licensed adapter qualification, allowlisted MCP tools, exact egress preview, enforceable USD budgets, cited schema-valid workflow proposals, hostile-content and revocation journeys, custody, provider retention and legal qualification remain unproved. Purchased enrichment remains ENRICH-001, workflow execution AUTO-001 and AUTO-002, narrow delegation DELEGATE-001 and expanded roles TEAM-005. |
| AGENT-005push further | Licensed research adapters and bounded spend | Partial | Still to buildAGENT-004: configurable selected-account research, licensed adapter qualification, allowlisted MCP tools, exact egress preview, enforceable USD budgets, cited schema-valid workflow proposals, hostile-content and revocation journeys, custody, provider retention and legal qualification remain unproved. Purchased enrichment remains ENRICH-001, workflow execution AUTO-001 and AUTO-002, narrow delegation DELEGATE-001 and expanded roles TEAM-005. |
How statuses are judged
- Done
- It ships in the default install, and a cited test or journey exercises it.
- Partial
- Some of it ships, it ships only behind an opt-in, or there is code with no requirement-level test.
- Missing
- There is no implementation.