feat: Dealix GTM Intelligence OS — multi-agent system

8 agents + 4 models + 4 configs + CLI dry-run + 3 docs.
Tested on agency/real_estate/clinic/saas — all pass.
Safety: LinkedIn scraping PROHIBITED, WhatsApp blast PROHIBITED.

https://claude.ai/code/session_01W1rJthWDkasijTdXCfxVHs

salesflow-saas/backend/dealix_gtm_os/agents/base_agent.py

@@ -0,0 +1,9 @@
+from abc import ABC, abstractmethod
+
+class BaseAgent(ABC):
+    name: str = "base"
+    description: str = ""
+
+    @abstractmethod
+    async def run(self, input_data: dict) -> dict:
+        pass

salesflow-saas/backend/dealix_gtm_os/agents/channel_strategy_agent.py

@@ -0,0 +1,32 @@
+from dealix_gtm_os.agents.base_agent import BaseAgent
+from dealix_gtm_os.models.message import ChannelType, AutomationLevel
+
+SECTOR_CHANNELS = {
+    "agency": (ChannelType.EMAIL, ChannelType.LINKEDIN_MANUAL),
+    "real_estate": (ChannelType.EMAIL, ChannelType.WHATSAPP_WARM),
+    "clinic": (ChannelType.WHATSAPP_WARM, ChannelType.EMAIL),
+    "saas": (ChannelType.EMAIL, ChannelType.LINKEDIN_MANUAL),
+    "ecommerce": (ChannelType.EMAIL, ChannelType.INSTAGRAM_INBOUND),
+    "construction": (ChannelType.EMAIL, ChannelType.PHONE),
+    "training": (ChannelType.EMAIL, ChannelType.WHATSAPP_WARM),
+    "consulting": (ChannelType.LINKEDIN_MANUAL, ChannelType.EMAIL),
+    "website_agency": (ChannelType.LINKEDIN_MANUAL, ChannelType.EMAIL),
+}
+
+class ChannelStrategyAgent(BaseAgent):
+    name = "channel_strategy"
+    description = "Selects best outreach channel per target"
+
+    async def run(self, input_data: dict) -> dict:
+        sector = input_data.get("sector", "").lower().replace(" ", "_")
+        channels = SECTOR_CHANNELS.get(sector, (ChannelType.EMAIL, ChannelType.LINKEDIN_MANUAL))
+        primary, secondary = channels
+        manual_channels = {ChannelType.LINKEDIN_MANUAL, ChannelType.WHATSAPP_WARM, ChannelType.PHONE}
+        level = AutomationLevel.MANUAL_REQUIRED if primary in manual_channels else AutomationLevel.SEMI_AUTOMATED
+        return {
+            "primary_channel": primary.value,
+            "secondary_channel": secondary.value,
+            "automation_level": level.value,
+            "reason": f"Sector {sector} best reached via {primary.value}",
+            "risk_flags": ["manual_approval_required"] if level == AutomationLevel.MANUAL_REQUIRED else [],
+        }

salesflow-saas/backend/dealix_gtm_os/agents/company_research_agent.py

@@ -0,0 +1,25 @@
+import json
+from dealix_gtm_os.agents.base_agent import BaseAgent
+from dealix_gtm_os.agents.llm_client import call_llm
+from dealix_gtm_os.models.company import CompanyInput, CompanyIntelligence
+
+class CompanyResearchAgent(BaseAgent):
+    name = "company_research"
+    description = "Understands a company from available data"
+
+    async def run(self, input_data: dict) -> dict:
+        company = CompanyInput(**input_data)
+        result_json = await call_llm(
+            f"Analyze company: {company.name}, sector: {company.sector}, city: {company.city}",
+            context={"sector": company.sector or ""}
+        )
+        data = json.loads(result_json)
+        intel = CompanyIntelligence(
+            name=company.name,
+            website=company.website,
+            sector=company.sector or data.get("sector", "unknown"),
+            city=company.city or "",
+            confidence=0.7,
+            **{k: v for k, v in data.items() if k in CompanyIntelligence.model_fields}
+        )
+        return intel.model_dump()

salesflow-saas/backend/dealix_gtm_os/agents/compliance_agent.py

@@ -0,0 +1,32 @@
+import yaml
+from pathlib import Path
+from dealix_gtm_os.agents.base_agent import BaseAgent
+from dealix_gtm_os.models.message import AutomationLevel
+
+RULES_PATH = Path(__file__).parent.parent / "config" / "compliance_rules.yaml"
+
+class ComplianceAgent(BaseAgent):
+    name = "compliance"
+    description = "Enforces platform safety rules"
+
+    def __init__(self):
+        if RULES_PATH.exists():
+            with open(RULES_PATH) as f:
+                self.rules = yaml.safe_load(f)
+        else:
+            self.rules = {}
+
+    async def run(self, input_data: dict) -> dict:
+        channel = input_data.get("channel", "email")
+        action = input_data.get("action", "send_message")
+        channel_key = channel.replace("_manual", "").replace("_warm", "").replace("_inbound", "").replace("_post", "").replace("_reply", "")
+        if channel_key == "linkedin":
+            channel_key = "linkedin"
+        elif channel_key in ("x", "twitter"):
+            channel_key = "x_twitter"
+        rules = self.rules.get(channel_key, {})
+        if rules.get(action) == "prohibited" or rules.get("scraping") == "prohibited" and action == "scraping":
+            return {"allowed": False, "level": AutomationLevel.PROHIBITED.value, "reason": f"{action} on {channel} is prohibited by platform policy"}
+        if channel in ("linkedin_manual", "whatsapp_warm", "phone"):
+            return {"allowed": True, "level": AutomationLevel.MANUAL_REQUIRED.value, "reason": f"{channel} requires manual human approval"}
+        return {"allowed": True, "level": AutomationLevel.SEMI_AUTOMATED.value, "reason": f"{channel} is safe with opt-out"}

salesflow-saas/backend/dealix_gtm_os/agents/llm_client.py

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+"""Mock LLM client — returns structured responses. Replace with real LLM later."""
+import json
+
+SECTOR_INTELLIGENCE = {
+    "agency": {
+        "business_summary": "وكالة تسويق تقدم خدمات إعلانية ورقمية للشركات",
+        "products_services": ["إعلانات رقمية", "إدارة سوشال ميديا", "تصميم", "محتوى"],
+        "target_customers": ["شركات صغيرة ومتوسطة", "عقارات", "عيادات", "متاجر"],
+        "revenue_model": "رسوم خدمات شهرية + نسبة من ميزانية الإعلان",
+        "lead_channels": ["موقع إلكتروني", "سوشال ميديا", "إحالات"],
+        "pain_points": ["عملاء يلومونهم على ضعف التحويل", "لا recurring revenue", "leads العميل تضيع بعد الإعلان"],
+        "partnership_potential": "عالي — يقدرون يبيعون Dealix كخدمة لعملائهم",
+        "opportunity_types": ["agency_partner", "co_selling_partner"],
+    },
+    "real_estate": {
+        "business_summary": "شركة تسويق أو تطوير عقاري",
+        "products_services": ["بيع وتأجير عقارات", "تسويق مشاريع عقارية"],
+        "target_customers": ["مشترين أفراد", "مستثمرين", "مستأجرين"],
+        "revenue_model": "عمولات بيع/تأجير + رسوم تسويق",
+        "lead_channels": ["واتساب", "اتصالات", "نماذج موقع", "إعلانات"],
+        "pain_points": ["60% من الاستفسارات ما تُتابع", "المنافسة عالية", "فريق مبيعات صغير"],
+        "partnership_potential": "متوسط — عميل مباشر",
+        "opportunity_types": ["direct_customer"],
+    },
+    "saas": {
+        "business_summary": "شركة تقنية تقدم حلول برمجية",
+        "products_services": ["برمجيات سحابية", "تطبيقات", "حلول تقنية"],
+        "target_customers": ["شركات", "مؤسسات"],
+        "revenue_model": "اشتراكات شهرية/سنوية",
+        "lead_channels": ["موقع إلكتروني", "إعلانات Google", "LinkedIn"],
+        "pain_points": ["leads من الموقع تبرد", "SDR مكلّف", "فريق صغير"],
+        "partnership_potential": "متوسط — عميل أو integration partner",
+        "opportunity_types": ["direct_customer", "integration_partner"],
+    },
+}
+
+DEFAULT_INTEL = {
+    "business_summary": "شركة تقدم خدمات في السوق السعودي",
+    "products_services": ["خدمات متنوعة"],
+    "target_customers": ["شركات ومؤسسات"],
+    "revenue_model": "رسوم خدمات",
+    "lead_channels": ["واتساب", "إيميل", "موقع"],
+    "pain_points": ["استفسارات ما تُتابع", "بطء الرد"],
+    "partnership_potential": "متوسط",
+    "opportunity_types": ["direct_customer"],
+}
+
+
+async def call_llm(prompt: str, context: dict | None = None) -> str:
+    """Mock LLM — returns sector-based intelligence. Replace with real API later."""
+    sector = (context or {}).get("sector", "")
+    intel = SECTOR_INTELLIGENCE.get(sector, DEFAULT_INTEL)
+    return json.dumps(intel, ensure_ascii=False)

salesflow-saas/backend/dealix_gtm_os/agents/message_generation_agent.py

@@ -0,0 +1,61 @@
+from dealix_gtm_os.agents.base_agent import BaseAgent
+from dealix_gtm_os.models.message import OutreachMessage, ChannelType, AutomationLevel
+
+SECTOR_MESSAGES = {
+    "agency": {
+        "first_line": "شفت أنكم تقدمون خدمات تسويق/دعاية لعملاء.",
+        "pain": "عملاؤكم يصرفون على إعلانات والـ leads تضيع بعد الكلك.",
+        "offer": "أضف خدمة متابعة leads لعملائك — 20% لك من كل عميل.",
+    },
+    "real_estate": {
+        "first_line": "لاحظت أن نشاطكم في العقار يعتمد على الاستفسارات.",
+        "pain": "60% من استفسارات الأسعار والمواقع ما تُتابع خلال ساعة.",
+        "offer": "Dealix يرد خلال 45 ثانية ويحجز موعد معاينة.",
+    },
+    "saas": {
+        "first_line": "شفت منتجكم — مشروع قوي.",
+        "pain": "الـ leads من الموقع تبرد خلال ساعة.",
+        "offer": "Dealix يرد فوراً ويؤهل ويحجز demo تلقائياً.",
+    },
+}
+
+class MessageGenerationAgent(BaseAgent):
+    name = "message_generation"
+    description = "Generates personalized Arabic outreach messages"
+
+    async def run(self, input_data: dict) -> dict:
+        company = input_data.get("name", "الشركة")
+        sector = input_data.get("sector", "").lower().replace(" ", "_")
+        channel = input_data.get("channel", "email")
+        msgs = SECTOR_MESSAGES.get(sector, SECTOR_MESSAGES.get("saas"))
+        body = f"""السلام عليكم فريق {company}،
+
+أنا سامي من Dealix.
+
+{msgs['first_line']}
+
+المشكلة: {msgs['pain']}
+
+الحل: {msgs['offer']}
+
+نسوي pilot 7 أيام بـ 499 ريال مع ضمان استرداد كامل.
+يناسبكم ديمو 10 دقائق؟
+📅 calendly.com/sami-assiri11/dealix-demo
+
+سامي العسيري | مؤسس Dealix | dealix.me
+
+إذا ما يناسبكم هالنوع من الرسائل، ردوا "إيقاف"."""
+
+        msg = OutreachMessage(
+            target_company=company,
+            channel=ChannelType(channel) if channel in [c.value for c in ChannelType] else ChannelType.EMAIL,
+            automation_level=AutomationLevel.MANUAL_REQUIRED,
+            subject=f"فريق {company} — فكرة لتحسين متابعة العملاء",
+            first_line=msgs["first_line"],
+            body=body,
+            cta="يناسبكم ديمو 10 دقائق؟",
+            follow_up_24h=f"متابعة سريعة — أقدر أوريكم خلال 10 دقائق كيف Dealix يحول الاستفسارات لمتابعة وحجز.",
+            follow_up_72h=f"آخر متابعة مني. مهتم → رد 'مهتم'. إيقاف → رد 'إيقاف'.",
+            approval_required=True,
+        )
+        return msg.model_dump()

salesflow-saas/backend/dealix_gtm_os/agents/scoring_agent.py

@@ -0,0 +1,31 @@
+from dealix_gtm_os.agents.base_agent import BaseAgent
+from dealix_gtm_os.models.score import TargetScore
+
+SECTOR_SCORES = {
+    "agency": {"fit": 5, "urgency": 4, "partner": 5, "payment": 3, "case_study": 4},
+    "real_estate": {"fit": 5, "urgency": 5, "partner": 2, "payment": 4, "case_study": 3},
+    "saas": {"fit": 4, "urgency": 4, "partner": 3, "payment": 3, "case_study": 3},
+    "clinic": {"fit": 4, "urgency": 4, "partner": 1, "payment": 4, "case_study": 3},
+    "ecommerce": {"fit": 4, "urgency": 3, "partner": 2, "payment": 3, "case_study": 2},
+    "construction": {"fit": 3, "urgency": 3, "partner": 1, "payment": 3, "case_study": 2},
+}
+
+class ScoringAgent(BaseAgent):
+    name = "scoring"
+    description = "Scores a target company"
+
+    async def run(self, input_data: dict) -> dict:
+        sector = input_data.get("sector", "").lower().replace(" ", "_")
+        defaults = SECTOR_SCORES.get(sector, {"fit": 3, "urgency": 3, "partner": 2, "payment": 3, "case_study": 2})
+        has_email = bool(input_data.get("email") or input_data.get("website"))
+        score = TargetScore(
+            company_name=input_data.get("name", "Unknown"),
+            fit=defaults["fit"],
+            urgency=defaults["urgency"],
+            access=4 if has_email else 2,
+            partner=defaults["partner"],
+            payment=defaults["payment"],
+            case_study=defaults["case_study"],
+            risk=2,
+        )
+        return score.model_dump()

salesflow-saas/backend/dealix_gtm_os/agents/supervisor_agent.py

@@ -0,0 +1,35 @@
+from dealix_gtm_os.agents.base_agent import BaseAgent
+from dealix_gtm_os.agents.company_research_agent import CompanyResearchAgent
+from dealix_gtm_os.agents.scoring_agent import ScoringAgent
+from dealix_gtm_os.agents.channel_strategy_agent import ChannelStrategyAgent
+from dealix_gtm_os.agents.compliance_agent import ComplianceAgent
+from dealix_gtm_os.agents.message_generation_agent import MessageGenerationAgent
+
+class SupervisorAgent(BaseAgent):
+    name = "supervisor"
+    description = "Orchestrates all GTM agents into a complete pipeline"
+
+    def __init__(self):
+        self.research = CompanyResearchAgent()
+        self.scoring = ScoringAgent()
+        self.channel = ChannelStrategyAgent()
+        self.compliance = ComplianceAgent()
+        self.message = MessageGenerationAgent()
+
+    async def run(self, input_data: dict) -> dict:
+        intel = await self.research.run(input_data)
+        score = await self.scoring.run({**input_data, **intel})
+        channel_plan = await self.channel.run(intel)
+        compliance = await self.compliance.run({"channel": channel_plan["primary_channel"], "action": "send_message"})
+        msg_input = {**intel, "channel": channel_plan["primary_channel"]}
+        message = await self.message.run(msg_input)
+        return {
+            "company": input_data.get("name", "Unknown"),
+            "intelligence": intel,
+            "score": score,
+            "channel_plan": channel_plan,
+            "compliance": compliance,
+            "message": message,
+            "next_action": "send" if compliance["allowed"] else "manual_review",
+            "approval_required": message.get("approval_required", True),
+        }

salesflow-saas/backend/dealix_gtm_os/config/channels.yaml

@@ -0,0 +1,48 @@
+channels:
+  email:
+    automation_level: semi_automated
+    daily_limit: 10
+    best_for: [b2b, agencies, companies_with_email]
+    requires: [identity, optout, relevant_reason]
+
+  linkedin_manual:
+    automation_level: manual_required
+    daily_limit: 5
+    best_for: [founders, agencies, b2b_decision_makers]
+    requires: [personalization, manual_send]
+
+  whatsapp_warm:
+    automation_level: manual_required
+    daily_limit: 5
+    best_for: [warm_network, optin_leads, demo_confirmations]
+    requires: [existing_relationship_or_optin, stop_condition]
+
+  instagram_inbound:
+    automation_level: semi_automated
+    daily_limit: 3
+    best_for: [local_brands, visual_businesses, inbound_engagement]
+    requires: [prior_engagement, official_api]
+
+  x_post:
+    automation_level: fully_automated
+    daily_limit: 3
+    best_for: [thought_leadership, founder_content, market_insights]
+    requires: [original_content]
+
+  x_reply:
+    automation_level: manual_required
+    daily_limit: 5
+    best_for: [engagement, conversations, founder_community]
+    requires: [value_add, no_spam]
+
+  phone:
+    automation_level: manual_required
+    daily_limit: 3
+    best_for: [warm_leads, post_demo, partner_conversations]
+    requires: [prior_context]
+
+  partner_intro:
+    automation_level: manual_required
+    daily_limit: 2
+    best_for: [agency_partners, referral_partners]
+    requires: [partner_relationship]

salesflow-saas/backend/dealix_gtm_os/config/compliance_rules.yaml

@@ -0,0 +1,64 @@
+linkedin:
+  scraping: prohibited
+  auto_dm: prohibited
+  auto_connect: prohibited
+  auto_like: prohibited
+  auto_comment: prohibited
+  manual_dm: allowed
+  manual_dm_daily_limit: 5
+  posts: allowed
+  comments: manual_only
+  research: allowed
+
+email:
+  cold_b2b: allowed_with_optout
+  max_sequence_length: 3
+  identity_required: true
+  optout_required: true
+  daily_limit_initial: 10
+  daily_limit_proven: 20
+  misleading_subject: prohibited
+
+whatsapp:
+  cold_blast: prohibited
+  warm_optin: allowed
+  templates_with_approval: allowed
+  daily_limit_initial: 5
+  daily_limit_proven: 10
+  stop_words:
+    - "إيقاف"
+    - "stop"
+    - "لا"
+    - "لا شكراً"
+    - "ما يناسبني"
+
+instagram:
+  mass_dm: prohibited
+  inbound_reply: allowed
+  official_api: allowed
+  warm_dm_after_engagement: allowed
+  daily_dm_limit: 3
+
+x_twitter:
+  auto_mentions: prohibited
+  auto_replies: prohibited
+  auto_dms: prohibited
+  posts: allowed
+  scheduled_posts: allowed
+  safe_manual_replies: allowed
+  daily_reply_limit: 5
+
+tiktok:
+  dm_scraping: prohibited
+  mass_dm: prohibited
+  content: allowed
+  lead_form_ads: allowed_official
+  dm_ads: allowed_official
+
+general:
+  fake_accounts: prohibited
+  fake_engagement: prohibited
+  buying_lead_lists: prohibited
+  scraping_restricted_sites: prohibited
+  overclaiming_results: prohibited
+  guaranteed_revenue_claims: prohibited

salesflow-saas/backend/dealix_gtm_os/config/offer_catalog.yaml

@@ -0,0 +1,72 @@
+offers:
+  speed_to_lead_audit:
+    name_ar: "تحليل سرعة الرد"
+    price_sar: 0
+    alternative_price: 99
+    duration: "30 دقيقة"
+    purpose: "فتح الباب — ليس بيع"
+    deliverables:
+      - "تحليل أين تضيع الاستفسارات"
+      - "تقييم سرعة الرد الحالية"
+      - "توصية flow بسيط"
+      - "اقتراح pilot مخصص"
+    best_for: [real_estate, clinics, ecommerce]
+    cta: "أقدر أعمل لكم audit مجاني"
+
+  pilot:
+    name_ar: "تجربة 7 أيام"
+    price_sar: 499
+    duration: "7 أيام"
+    purpose: "أول دفع + أول proof"
+    deliverables:
+      - "قناة واحدة (واتساب/إيميل/نماذج)"
+      - "حد 20 lead"
+      - "رسائل متابعة مخصصة"
+      - "تصنيف ردود"
+      - "تقرير نهاية التجربة"
+    guarantee: "استرداد كامل"
+    best_for: [all_sectors]
+    cta: "نبدأ بعميل واحد / قناة واحدة / أسبوع واحد"
+
+  starter:
+    name_ar: "المبتدئ"
+    price_sar: 990
+    billing: monthly
+    purpose: "إيراد متكرر"
+    deliverables:
+      - "واتساب + إيميل"
+      - "follow-up sequences"
+      - "lead tracker"
+      - "booking CTA"
+      - "تقرير أسبوعي"
+    best_for: [proven_pilot_customers]
+    cta: "نكمّل بـ Starter"
+
+  agency_addon:
+    name_ar: "باقة الوكالات"
+    price_sar_range: "1499-2999"
+    purpose: "الوكالة تبيع لعملائها"
+    deliverables:
+      - "إعداد لعميل واحد"
+      - "سكريبتات متابعة"
+      - "tracker + تقارير"
+      - "تدريب بسيط للوكالة"
+      - "قوالب بيع للعميل"
+    partner_share: "20% MRR + 50% setup fee"
+    best_for: [marketing_agencies, digital_agencies]
+    cta: "كن شريك وكالة"
+
+  partner_ops:
+    name_ar: "شراكة مخصصة"
+    price_sar: custom
+    purpose: "شراكات استراتيجية"
+    models: [referral, co_selling, implementation, service_exchange]
+    best_for: [strategic_partners, large_agencies]
+    cta: "نصمم النموذج حسب حجمكم"
+
+payment:
+  bank: "مصرف الإنماء"
+  account_name: "سامي محمد زايد عسيري — ذكاء الاعمال"
+  account_number: "68207328877000"
+  iban: "SA3305000068207328877000"
+  swift: "INMASARIXXX"

salesflow-saas/backend/dealix_gtm_os/config/scoring_weights.yaml

@@ -0,0 +1,48 @@
+weights:
+  fit: 1
+  urgency: 1
+  access: 1
+  partner: 1
+  payment: 1
+  case_study: 1
+  risk: -1
+
+priority_thresholds:
+  send_today: 24
+  send_this_week: 18
+  send_this_month: 12
+  backlog: 0
+
+sector_defaults:
+  marketing_agency:
+    fit: 5
+    partner: 5
+    urgency: 4
+  real_estate:
+    fit: 5
+    urgency: 5
+    partner: 2
+  clinic:
+    fit: 4
+    urgency: 4
+    partner: 1
+  ecommerce:
+    fit: 4
+    urgency: 3
+    partner: 2
+  website_agency:
+    fit: 4
+    partner: 4
+    urgency: 3
+  consulting:
+    fit: 3
+    partner: 3
+    urgency: 2
+  construction:
+    fit: 3
+    urgency: 3
+    partner: 1
+  training:
+    fit: 3
+    urgency: 3
+    partner: 1

salesflow-saas/backend/dealix_gtm_os/models/company.py

@@ -0,0 +1,28 @@
+from pydantic import BaseModel, Field
+from typing import Optional
+
+class CompanyInput(BaseModel):
+    name: str
+    website: Optional[str] = None
+    sector: Optional[str] = None
+    city: Optional[str] = None
+    description: Optional[str] = None
+    source: Optional[str] = None
+    email: Optional[str] = None
+    phone: Optional[str] = None
+
+class CompanyIntelligence(BaseModel):
+    name: str
+    website: Optional[str] = None
+    sector: str
+    city: str = ""
+    business_summary: str
+    products_services: list[str] = Field(default_factory=list)
+    target_customers: list[str] = Field(default_factory=list)
+    revenue_model: str = ""
+    lead_channels: list[str] = Field(default_factory=list)
+    pain_points: list[str] = Field(default_factory=list)
+    partnership_potential: str = ""
+    opportunity_types: list[str] = Field(default_factory=list)
+    sources: list[str] = Field(default_factory=list)
+    confidence: float = 0.5

salesflow-saas/backend/dealix_gtm_os/models/message.py

@@ -0,0 +1,35 @@
+from enum import Enum
+from pydantic import BaseModel, Field
+from typing import Optional
+
+class ChannelType(str, Enum):
+    EMAIL = "email"
+    LINKEDIN_MANUAL = "linkedin_manual"
+    WHATSAPP_WARM = "whatsapp_warm"
+    INSTAGRAM_INBOUND = "instagram_inbound"
+    X_POST = "x_post"
+    X_REPLY = "x_reply"
+    TIKTOK_CONTENT = "tiktok_content"
+    PHONE = "phone"
+    PARTNER_INTRO = "partner_intro"
+    WEBSITE_FORM = "website_form"
+
+class AutomationLevel(str, Enum):
+    FULLY_AUTOMATED = "fully_automated"
+    SEMI_AUTOMATED = "semi_automated"
+    MANUAL_REQUIRED = "manual_required"
+    PROHIBITED = "prohibited"
+
+class OutreachMessage(BaseModel):
+    target_company: str
+    channel: ChannelType
+    automation_level: AutomationLevel
+    subject: Optional[str] = None
+    first_line: str
+    body: str
+    cta: str
+    follow_up_24h: str = ""
+    follow_up_72h: str = ""
+    stop_condition: str = "إذا ما يناسبكم، ردوا 'إيقاف'"
+    approval_required: bool = True
+    risk_flags: list[str] = Field(default_factory=list)

salesflow-saas/backend/dealix_gtm_os/models/opportunity.py

@@ -0,0 +1,32 @@
+from enum import Enum
+from pydantic import BaseModel, Field
+
+class OpportunityType(str, Enum):
+    DIRECT_CUSTOMER = "direct_customer"
+    AGENCY_PARTNER = "agency_partner"
+    REFERRAL_PARTNER = "referral_partner"
+    CO_SELLING_PARTNER = "co_selling_partner"
+    IMPLEMENTATION_PARTNER = "implementation_partner"
+    SERVICE_EXCHANGE = "service_exchange"
+    INTEGRATION_PARTNER = "integration_partner"
+    CONTENT_PARTNER = "content_partner"
+    RESELLER_LATER = "reseller_later"
+    WHITELABEL_LATER = "whitelabel_later"
+
+class Opportunity(BaseModel):
+    company_name: str
+    opportunity_type: OpportunityType
+    fit_score: int = Field(ge=1, le=5)
+    urgency_score: int = Field(ge=1, le=5)
+    access_score: int = Field(ge=1, le=5)
+    partner_score: int = Field(ge=1, le=5)
+    payment_score: int = Field(ge=1, le=5)
+    risk_score: int = Field(ge=1, le=5)
+    total_score: int = 0
+    reason: str = ""
+    recommended_offer: str = ""
+    recommended_channel: str = ""
+
+    def model_post_init(self, __context):
+        self.total_score = (self.fit_score + self.urgency_score + self.access_score +
+                           self.partner_score + self.payment_score - self.risk_score)

salesflow-saas/backend/dealix_gtm_os/models/score.py

@@ -0,0 +1,27 @@
+from pydantic import BaseModel, Field, computed_field
+
+class TargetScore(BaseModel):
+    company_name: str
+    fit: int = Field(ge=1, le=5)
+    urgency: int = Field(ge=1, le=5)
+    access: int = Field(ge=1, le=5)
+    partner: int = Field(ge=1, le=5)
+    payment: int = Field(ge=1, le=5)
+    case_study: int = Field(ge=1, le=5)
+    risk: int = Field(ge=1, le=5)
+
+    @computed_field
+    @property
+    def total(self) -> int:
+        return self.fit + self.urgency + self.access + self.partner + self.payment + self.case_study - self.risk
+
+    @computed_field
+    @property
+    def priority(self) -> str:
+        if self.total >= 24:
+            return "send_today"
+        elif self.total >= 18:
+            return "send_this_week"
+        elif self.total >= 12:
+            return "send_this_month"
+        return "backlog"

salesflow-saas/backend/scripts/gtm_os_dry_run.py

@@ -0,0 +1,124 @@
+#!/usr/bin/env python3
+"""
+Dealix GTM OS — Dry Run CLI
+Analyzes a company and generates a complete GTM pack.
+DRY-RUN ONLY — does NOT send any messages.
+"""
+import asyncio
+import argparse
+import json
+import sys
+import os
+
+sys.path.insert(0, os.path.join(os.path.dirname(__file__), ".."))
+
+from dealix_gtm_os.agents.supervisor_agent import SupervisorAgent
+
+
+async def run(company_name: str, website: str, sector: str, city: str, email: str):
+    supervisor = SupervisorAgent()
+    result = await supervisor.run({
+        "name": company_name,
+        "website": website,
+        "sector": sector,
+        "city": city,
+        "email": email,
+    })
+
+    print("=" * 60)
+    print(f"  DEALIX GTM OS — DRY RUN")
+    print(f"  Company: {company_name}")
+    print(f"  ⚠️  DRY-RUN ONLY — لا يرسل رسائل")
+    print("=" * 60)
+
+    intel = result["intelligence"]
+    print(f"\n{'━' * 40}")
+    print("1. COMPANY INTELLIGENCE")
+    print(f"{'━' * 40}")
+    print(f"  Sector: {intel.get('sector', '?')}")
+    print(f"  Summary: {intel.get('business_summary', '?')}")
+    print(f"  Services: {', '.join(intel.get('products_services', []))}")
+    print(f"  Customers: {', '.join(intel.get('target_customers', []))}")
+    print(f"  Pain Points: {', '.join(intel.get('pain_points', []))}")
+    print(f"  Partnership: {intel.get('partnership_potential', '?')}")
+    print(f"  Opportunity: {', '.join(intel.get('opportunity_types', []))}")
+    print(f"  Confidence: {intel.get('confidence', 0):.0%}")
+
+    score = result["score"]
+    print(f"\n{'━' * 40}")
+    print("2. TARGET SCORE")
+    print(f"{'━' * 40}")
+    print(f"  Fit: {score['fit']}/5 | Urgency: {score['urgency']}/5 | Access: {score['access']}/5")
+    print(f"  Partner: {score['partner']}/5 | Payment: {score['payment']}/5 | Case Study: {score['case_study']}/5")
+    print(f"  Risk: {score['risk']}/5")
+    print(f"  TOTAL: {score['total']} → Priority: {score['priority']}")
+
+    channel = result["channel_plan"]
+    print(f"\n{'━' * 40}")
+    print("3. CHANNEL STRATEGY")
+    print(f"{'━' * 40}")
+    print(f"  Primary: {channel['primary_channel']}")
+    print(f"  Secondary: {channel['secondary_channel']}")
+    print(f"  Automation: {channel['automation_level']}")
+    print(f"  Reason: {channel['reason']}")
+    if channel.get("risk_flags"):
+        print(f"  Risk Flags: {', '.join(channel['risk_flags'])}")
+
+    comp = result["compliance"]
+    print(f"\n{'━' * 40}")
+    print("4. COMPLIANCE")
+    print(f"{'━' * 40}")
+    print(f"  Allowed: {'✅' if comp['allowed'] else '❌'}")
+    print(f"  Level: {comp['level']}")
+    print(f"  Reason: {comp['reason']}")
+
+    msg = result["message"]
+    print(f"\n{'━' * 40}")
+    print("5. MESSAGE (DRAFT — NOT SENT)")
+    print(f"{'━' * 40}")
+    print(f"  Channel: {msg['channel']}")
+    print(f"  Subject: {msg.get('subject', 'N/A')}")
+    print(f"  Approval Required: {'✅ YES' if msg['approval_required'] else 'No'}")
+    print(f"\n  --- BODY ---")
+    for line in msg["body"].split("\n"):
+        print(f"  {line}")
+    print(f"  --- END ---")
+    print(f"\n  Follow-up 24h: {msg['follow_up_24h'][:80]}...")
+    print(f"  Follow-up 72h: {msg['follow_up_72h'][:80]}...")
+    print(f"  Stop: {msg['stop_condition']}")
+
+    print(f"\n{'━' * 40}")
+    print("6. NEXT ACTION")
+    print(f"{'━' * 40}")
+    print(f"  Action: {result['next_action']}")
+    print(f"  Approval Required: {'✅ YES — Sami must approve before sending' if result['approval_required'] else 'No'}")
+
+    prohibited = []
+    if "linkedin" in channel["primary_channel"]:
+        prohibited.append("LinkedIn scraping")
+        prohibited.append("LinkedIn auto-DM")
+    prohibited.extend(["WhatsApp cold blast", "Instagram mass DM", "Fake accounts"])
+    print(f"\n{'━' * 40}")
+    print("7. PROHIBITED ACTIONS")
+    print(f"{'━' * 40}")
+    for p in prohibited:
+        print(f"  ❌ {p}")
+
+    print(f"\n{'=' * 60}")
+    print("  ⚠️  DRY-RUN COMPLETE — NO MESSAGES SENT")
+    print(f"{'=' * 60}")
+
+
+def main():
+    parser = argparse.ArgumentParser(description="Dealix GTM OS Dry Run")
+    parser.add_argument("--company-name", required=True)
+    parser.add_argument("--website", default="")
+    parser.add_argument("--sector", default="agency")
+    parser.add_argument("--city", default="الرياض")
+    parser.add_argument("--email", default="")
+    args = parser.parse_args()
+    asyncio.run(run(args.company_name, args.website, args.sector, args.city, args.email))
+
+
+if __name__ == "__main__":
+    main()

salesflow-saas/docs/gtm_os/CHANNEL_AUTOMATION_POLICY.md

@@ -0,0 +1,73 @@
+# Dealix GTM OS — Channel Automation Policy
+
+## Per-Channel Rules
+
+### LinkedIn
+| Action | Level | Rule |
+|--------|-------|------|
+| Profile viewing | Manual | Research only |
+| Post publishing | Allowed | Via Sami's account |
+| Commenting | Manual | Value-add only, no spam |
+| Connection requests | Manual | Max 10/day with personal note |
+| DMs | Manual | Max 5/day, personalized |
+| Scraping | **PROHIBITED** | LinkedIn ToS violation |
+| Auto-DM bots | **PROHIBITED** | Account ban risk |
+
+### Email
+| Action | Level | Rule |
+|--------|-------|------|
+| Targeted B2B | Semi-auto | With opt-out, max 10/day initially |
+| Follow-up sequence | Semi-auto | Max 3 per target |
+| Mass cold | **PROHIBITED** | Until email infrastructure ready |
+| Fake sender | **PROHIBITED** | Always use real identity |
+
+### WhatsApp
+| Action | Level | Rule |
+|--------|-------|------|
+| Warm messages | Manual | People who know Sami |
+| Opt-in follow-up | Semi-auto | Via Green API templates |
+| Demo confirmation | Allowed | After booking |
+| Cold blasting | **PROHIBITED** | Account ban + legal risk |
+| Status updates | Allowed | Daily |
+
+### Instagram
+| Action | Level | Rule |
+|--------|-------|------|
+| Posts/Stories/Reels | Allowed | Content + engagement |
+| Inbound DM reply | Allowed | Within 24h window |
+| Cold DM | **PROHIBITED** | Platform risk |
+| Comment engagement | Manual | Value-add only |
+
+### X / Twitter
+| Action | Level | Rule |
+|--------|-------|------|
+| Posts/Threads | Allowed | Scheduled or manual |
+| Safe replies | Manual | Value-add, no spam |
+| Auto mentions | **PROHIBITED** | X ToS violation |
+| Auto DMs | **PROHIBITED** | X ToS violation |
+
+### TikTok
+| Action | Level | Rule |
+|--------|-------|------|
+| Organic content | Allowed | Videos/posts |
+| Lead form ads | Allowed | Official ad system |
+| DM scraping | **PROHIBITED** | Platform risk |
+| Mass DM | **PROHIBITED** | Platform risk |
+
+## Daily Limits (Initial)
+
+| Channel | Daily Limit | After Proof |
+|---------|------------|-------------|
+| Email | 10 | 20 |
+| LinkedIn DM | 5 (manual) | 5 |
+| WhatsApp warm | 5 | 10 |
+| X replies | 5 | 10 |
+| Instagram DM | 2 (inbound only) | 3 |
+
+## Approval Gates
+- First message to any new person: **Sami approval**
+- WhatsApp to non-warm: **Sami approval**
+- Claims about results: **Sami approval**
+- Payment link: **Sami approval**
+- Partner terms: **Sami approval**
+- Sending >10 messages/day: **Sami approval**

salesflow-saas/docs/gtm_os/DATA_SOURCES_POLICY.md

@@ -0,0 +1,33 @@
+# Dealix GTM OS — Data Sources Policy
+
+## Allowed Sources
+
+| Source | Type | Usage | Risk |
+|--------|------|-------|------|
+| Uploaded company files (Excel/CSV) | User data | Primary targeting | Low |
+| Public company websites | Public | Research + enrichment | Low |
+| Google Programmable Search | Official API | Web search | Low |
+| Tavily | AI search API | Structured web results | Low |
+| Official social media APIs | Official | Inbound + public data | Low |
+| CRM data | Internal | Lead tracking | Low |
+| Inbound messages | Opt-in | Customer conversations | Low |
+| Manual imports by Sami | User action | Ad-hoc targeting | Low |
+| Public business directories | Public | Company discovery | Low |
+
+## Prohibited Sources
+
+| Source | Reason |
+|--------|--------|
+| LinkedIn scraping/crawling | Platform ToS violation |
+| Instagram profile scraping | Platform ToS violation |
+| Purchased email/phone lists | Privacy + spam risk |
+| Unauthorized data brokers | Legal risk |
+| Scraping restricted websites | ToS violation |
+| Personal data without consent | PDPL violation |
+
+## Rules
+1. Every data point must have a traceable source
+2. No invented/hallucinated company data
+3. No personal data collection without legitimate basis
+4. All enrichment from public or API-approved sources only
+5. User can request deletion of their data

salesflow-saas/docs/gtm_os/GTM_OS_ARCHITECTURE.md

@@ -0,0 +1,66 @@
+# Dealix GTM OS — Architecture
+
+## Overview
+```
+Company Input → Research → Enrichment → ICP Detection → Opportunity Mapping
+→ Channel Strategy → Message Generation → Compliance Check
+→ Human Approval / Safe Automation → CRM Tracking → Learning Loop
+```
+
+## Layers
+
+### A. Data Layer
+Collects from allowed sources only:
+- Uploaded company files
+- Public websites
+- Google Programmable Search / Tavily
+- Official APIs
+- CRM data
+- Inbound messages
+- Manual imports
+
+### B. Intelligence Layer
+13 specialized agents understand companies, markets, and opportunities.
+
+### C. Compliance Layer
+Decides: allowed / manual_required / opt_in_required / prohibited
+
+### D. Execution Layer
+Only safe actions: drafts, CRM tasks, scorecards, content packs, approved campaigns.
+
+### E. Learning Layer
+Tracks replies, demos, conversions. Updates ICP, scoring, messages, channels weekly.
+
+## 13 Agents
+
+| Agent | Role | Input | Output |
+|-------|------|-------|--------|
+| Supervisor | Orchestrates all | CompanyInput | Full GTM Pack |
+| Company Research | Understands company | Name/URL/sector | CompanyIntelligence |
+| Web Search | Searches allowed sources | Query | SearchResults |
+| Enrichment | Adds data | CompanyInput | EnrichedCompany |
+| ICP Strategist | Determines ideal customers | CompanyIntelligence | ICPList |
+| Partnership Strategist | Maps partnership types | CompanyIntelligence | PartnershipMap |
+| Channel Strategy | Picks best channel | Company + Compliance | ChannelPlan |
+| Message Generation | Writes Arabic messages | Company + Channel | OutreachMessage |
+| Compliance | Enforces platform rules | Channel + Action | Decision |
+| Campaign Orchestrator | Builds sequences | Company + Messages | CampaignSequence |
+| Negotiation | Handles objections | Reply + Context | NegotiationResponse |
+| CRM & Revenue | Tracks status | Events | StatusUpdate |
+| Learning | Improves system | Results | UpdatedStrategy |
+
+## Automation Boundaries
+
+| Level | What | Examples |
+|-------|------|---------|
+| Fully Automated | Internal processing | Research, scoring, drafts, CRM tasks, reports |
+| Semi-Automated | Approved channels | Email with opt-out, inbound chatbot, WhatsApp templates |
+| Manual Required | Risky channels | LinkedIn DMs, Instagram DMs, phone calls |
+| Prohibited | Policy violation | LinkedIn scraping, WhatsApp blast, fake accounts |
+
+## Safety Rules
+- LinkedIn: NO scraping/bots/automated DMs
+- X: NO unsolicited automated replies/mentions
+- WhatsApp: opt-in only, stop on "إيقاف"
+- Instagram: inbound/official API only
+- TikTok: content + official ads/lead forms only