mirror of
https://github.com/x1xhlol/system-prompts-and-models-of-ai-tools.git
synced 2026-06-18 23:39:34 +00:00
69 lines
2.8 KiB
Markdown
69 lines
2.8 KiB
Markdown
# Dealix Transformation Master Prompt
|
|
|
|
**Date**: 2026-04-11 | **Status**: active | **Type**: master-prompt
|
|
|
|
## Summary
|
|
|
|
This is the definitive master prompt for transforming Dealix from a CRM into a
|
|
Revenue + Partnership + Strategic Deal Operating System.
|
|
|
|
## The 3 Master Layers
|
|
|
|
### Layer 1: Intelligence / Memory / Source of Truth
|
|
- Company Twin (capabilities graph + needs graph + authority matrix)
|
|
- Business memory (operational, account, market, negotiation, campaign)
|
|
- PostgreSQL = source of truth, memory = assistive layer
|
|
- Tenant-scoped, traceable, auditable
|
|
|
|
### Layer 2: Execution / Orchestration / Autonomy
|
|
- Lead & partner discovery engine
|
|
- Strategic deals engine (15 deal types)
|
|
- Channel execution (email-first, WhatsApp warm, LinkedIn assist)
|
|
- Negotiation preparation & copilot
|
|
- Browser operations (structured, observable)
|
|
- Planning discipline (read → plan → resolve → execute → verify)
|
|
|
|
### Layer 3: Trust / QA / Safety / Release / Self-Improvement
|
|
- Claim vs execution verification
|
|
- Approval classes (read-only → draft → send → negotiate → commit)
|
|
- 5 operating modes (manual → strategic execution)
|
|
- Channel compliance (platform rules enforced)
|
|
- Cost control & observability
|
|
- Launch simulation & daily QA
|
|
- Evidence-based self-improvement
|
|
|
|
## Key Design Decisions
|
|
|
|
1. **From Lead Engine → Opportunity Engine**: Understand, match, propose deal structures
|
|
2. **From CRM → Commercial Memory System**: Every objection, deal, pattern stored & linked
|
|
3. **From Automation → Verified Automation**: Claims need evidence
|
|
4. **From Multi-channel → Policy-governed outreach**: Approvals & consent enforced
|
|
5. **From Agent chaos → Planning discipline**: Read, plan, review, then execute
|
|
6. **From Features → Strategic Surface Area**: Every screen serves a business decision
|
|
|
|
## Tool Integration Decisions
|
|
|
|
| Tool | Decision | Role |
|
|
|------|----------|------|
|
|
| claude-mem | ✅ Installed | Development session memory |
|
|
| MemPalace | ⚠️ Evaluate | Business memory after internal benchmark |
|
|
| OpenClaw | ✅ Pattern | Orchestration patterns, not source of truth |
|
|
| Goose | ✅ Pattern | Local ops execution |
|
|
| Shannon | ✅ Active | Staging-only security gate |
|
|
| ToolProof | ✅ Built internally | tool_receipts.py + tool_verification.py |
|
|
| n8n-MCP | ⚠️ Future | Staging first, then promote |
|
|
| Career-Ops | ✅ Pattern | Pipeline/batch/escalation architecture reference |
|
|
|
|
## Success Criteria
|
|
|
|
- Product understands each client's business model
|
|
- Can discover and score strategic counterparties
|
|
- Can generate serious opportunities, not just raw leads
|
|
- Can draft and manage outreach across channels
|
|
- Preserves long-term commercial memory
|
|
- Shows real evidence of what agents actually did
|
|
- Runs safely with approvals and policies
|
|
- Survives realistic launch simulation
|
|
- UI feels premium and operational
|
|
- Architecture is coherent and maintainable
|