system-prompts-and-models-o.../dealix/auto_client_acquisition/targeting_os/whatsapp_strategy.py
Dealix Builder e106a9a0d2 feat(targeting+service+excellence): Saudi Targeting OS + Service Tower + Service Excellence — 38 modules + 62 endpoints + 105 tests
Targeting & Acquisition OS (16 modules) — نظام الاستهداف الذكي
- account_finder: account-first targeting; 12 buying signals; deterministic 10-25 accounts per (sector, city)
- buyer_role_mapper: 14 buyer roles + sector-specific buying-committee maps + role-based Arabic angles
- contact_source_policy: 12 sources (crm_customer→opt_out) with risk_score, channels-allowed, retention guidance, lawful_basis
- contactability_matrix: 5 action modes (suggest_only/draft_only/approval_required/approved_execute/blocked); opt-out always blocked
- linkedin_strategy: Lead Forms + Ads + manual ONLY; linkedin_do_not_do() locks scrape/auto-DM/auto-connect/extensions
- email_strategy: drafts + unsubscribe footer + domain-pacing (fresh/warmed/trusted/damaged) + spam-trigger risk
- whatsapp_strategy: opt-in only; rejects cold + risky phrases; opt-in template requires explicit purpose+company+unsubscribe
- social_strategy: official APIs only; listening + drafts; no auto-publish
- outreach_scheduler: day-by-day plans + daily limits + opt-out enforcement
- reputation_guard: bounce/complaint/opt-out thresholds → healthy/watch/pause + recovery actions per channel
- daily_autopilot: Arabic brief + 7 today actions + EOD report
- acquisition_scorecard: pipeline + meetings + risks + productivity_score
- self_growth_mode: 5 ICP focuses for Dealix; daily brief + monthly targets
- free_diagnostic: Free Growth Diagnostic (3 ops + msg + risk + plan) → paid pilot recommendation
- contract_drafts: Pilot/DPA/Referral/Agency/SOW outlines (legal_review_required, PDPL-aware)
- service_offers: 7 targeting-tier offers + recommend by customer-type

Service Tower (8 modules) — برج الخدمات الذاتية (12 productized services)
- service_catalog: 12 services with target_customer/outcome/inputs/workflow/deliverables/pricing/risk/proof/upgrade
- service_wizard: deterministic recommend (agency→partner; list→list_intelligence; founder→self_growth; CEO→exec_brief; budget≥2999→growth_os; default→first_10)
- mission_templates: workflow steps with approval gates + linked growth missions
- pricing_engine: SAR quotes scaled by company_size×urgency×channels_count + setup_fee + monthly_offer
- deliverables: client report outline + proof pack template + operator checklist (no live actions)
- service_scorecard: 0..100 score from drafts/replies/meetings/pipeline/CSAT
- whatsapp_ceo_control: daily brief, approval cards (≤3 buttons), risk alerts, EOD reports
- upgrade_paths: deterministic next-service recommendation + Arabic upsell messages

Service Excellence OS (8 modules) — مصنع الخدمات الممتازة
- feature_matrix: 12 must-have features per service + advanced/premium/future tiers
- service_scoring: 10-dimension excellence score (clarity, speed_to_value, automation, compliance, proof, upsell, uniqueness, scalability, ops_daily, proof_data) → launch_ready/beta_only/needs_work
- quality_review: 4 gates (proof / approval / pricing / channels) + status verdict; review_service_before_launch and review/all
- competitor_gap: 7 competitor categories (CRM, WhatsApp tools, email assistants, LinkedIn tools, agencies, revenue intelligence, generic AI) + Dealix advantages + do-not-copy
- proof_metrics: required metrics + ROI estimate (pipeline_x + closed_won_x) + Arabic summary
- research_lab: monthly brief + feature hypotheses + top-3 experiments + monthly review
- service_improvement_backlog: feedback→backlog conversion + impact/effort prioritization + weekly improvements
- launch_package: landing outline + sales script + 12-min demo script + 5-day onboarding checklist

Routers (3 new) — 62 endpoints
- /api/v1/targeting/* — 20 endpoints (accounts, buying-committee, contacts, uploaded-list, outreach, daily-autopilot, self-growth, reputation, linkedin, drafts, free-diagnostic, services, contracts)
- /api/v1/services/* — 20 endpoints (catalog, recommend, intake, start, workflow, deliverables, proof-pack, quote, setup-fee, monthly-offer, scorecard, upgrade-path, ceo daily-brief/approval-card/risk-alert/EOD)
- /api/v1/service-excellence/* — 22 endpoints (feature-matrix, score, quality-review, review/all, proof-metrics, roi-estimate, gap-analysis, research-brief, hypotheses, experiments, monthly-review, backlog, weekly-improvements, launch-package, landing/sales/demo/onboarding)

Tests (3 new files, 105 tests)
- test_targeting_os: 47 tests (Arabic accounts, buying committees, opt-out blocked, cold WA blocked, LinkedIn no-scraping, email unsubscribe, WA risk, outreach plan, reputation guard, self-growth, contracts, scorecard)
- test_service_tower: 38 tests (12+ services, all have pricing/proof/deliverables/approval, wizard recommendations, workflow includes approval, quote scales, CEO cards ≤3 buttons, no live send)
- test_service_excellence: 33 tests (feature matrix, score returns status, ALL services pass quality gates, ROI x-multiples, 7 competitor categories, hypotheses+experiments, backlog conversion, launch package complete, demo=12min)

Docs (3 new + 1 updated)
- TARGETING_ACQUISITION_OS.md (Arabic)
- SERVICE_TOWER_STRATEGY.md (Arabic)
- SERVICE_EXCELLENCE_OS.md (Arabic)
- DEALIX_100_PERCENT_LAUNCH_PLAN.md — added §36 Targeting OS + §37 Service Tower + §38 Service Excellence + §39 Landing Pages

Landing pages (4 new, RTL Arabic)
- services.html — 3 doors + 12 productized services
- free-diagnostic.html — free growth diagnostic
- first-10-opportunities.html — kill feature
- agency-partner.html — agency partner program

Test results
- 105/105 new tests pass
- Full suite: 768 passed, 2 skipped
- 0 existing tests broken

Safety + integration with previous layers
- Targeting OS uses contactability_matrix → ALL contacts gated before any send
- Service Tower's workflow includes approval gate; ALL services live_send_allowed=False
- Service Excellence quality_review BLOCKS launch on missing proof/approval/pricing/unsafe channels
- linkedin_do_not_do() encodes 8 explicit prohibitions (scraping/auto-DM/auto-connect/extensions)
- whatsapp_do_not_do() blocks cold sends + group scraping
- Contracts always: legal_review_required=True, not_legal_advice=True, PDPL sections present
- Self-Growth Mode lets Dealix target its OWN ICP using the same approval-first pipeline

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-01 17:11:00 +03:00

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"""WhatsApp strategy — opt-in only, never cold, draft-first."""
from __future__ import annotations
from typing import Any
def whatsapp_do_not_do() -> list[str]:
return [
"cold_send_without_consent",
"scrape_groups",
"buy_phone_lists",
"auto_send_without_approval",
"send_outside_business_hours_without_consent",
"ignore_opt_out",
]
def requires_opt_in(contact: dict[str, Any]) -> dict[str, Any]:
"""
Check whether reaching this contact via WhatsApp requires opt-in.
Returns the opt-in requirement + how to obtain it if missing.
"""
source = contact.get("source", "unknown_source")
opt_in = (contact.get("opt_in_status") or "unknown").lower()
has_relationship = bool(contact.get("has_relationship", False))
needs = True
if has_relationship and source == "crm_customer" and opt_in == "yes":
needs = False
if source == "inbound_lead" and opt_in in ("yes", "double"):
needs = False
return {
"needs_opt_in": needs,
"current_status": opt_in,
"source": source,
"obtain_via_ar": (
"نموذج موقع + تأكيد بالـemail (double opt-in) أو "
"Lead Gen Form + شرح صريح بنوع الرسائل."
),
}
def draft_whatsapp_message(
contact: dict[str, Any], *, offer: str = "", why_now: str = "",
) -> dict[str, Any]:
"""Build a WhatsApp message draft. Never sends; always approval-required."""
name = contact.get("name", "")
sal = f"هلا {name}" if name else "هلا"
why_now_part = f" {why_now}" if why_now else ""
body_ar = (
f"{sal}.{why_now_part} نشتغل على Dealix كمدير نمو عربي. "
"خلال 7 أيام نطلع 10 فرص B2B + رسائل + خطة متابعة. "
f"{offer or 'Pilot بـ 499 ريال أو مجاني مقابل case study.'} "
"يناسبك ديمو 12 دقيقة هذا الأسبوع؟"
"\n\nلو ما تفضل هذه الرسائل، اكتب \"إلغاء\" وأوقفها."
)
risk = score_whatsapp_risk(contact, body_ar)
return {
"channel": "whatsapp",
"body_ar": body_ar,
"approval_required": True,
"live_send_allowed": False,
"opt_in_check": requires_opt_in(contact),
"risk": risk,
"do_not_do": whatsapp_do_not_do(),
}
def score_whatsapp_risk(contact: dict[str, Any], message: str = "") -> dict[str, Any]:
"""Score WhatsApp risk 0..100; very strict."""
source = contact.get("source", "unknown_source")
opt_in = (contact.get("opt_in_status") or "unknown").lower()
risk = 0
reasons: list[str] = []
if source == "cold_list":
risk += 100
reasons.append("قائمة باردة — واتساب محظور تلقائياً.")
if opt_in not in ("yes", "double"):
risk += 40
reasons.append("لا يوجد opt-in واضح.")
if source == "unknown_source":
risk += 30
reasons.append("مصدر غير معروف.")
risky_phrases = ["ضمان 100%", "آخر فرصة", "اضغط الآن", "نتائج مضمونة"]
for p in risky_phrases:
if p in message:
risk += 25
reasons.append(f"عبارة محظورة: {p}")
risk = max(0, min(100, risk))
if risk >= 50:
verdict = "blocked"
elif risk >= 25:
verdict = "needs_review"
else:
verdict = "safe"
return {"risk": risk, "verdict": verdict, "reasons_ar": reasons}
def build_opt_in_request_template(
company_name: str = "Dealix",
) -> dict[str, Any]:
"""Build an opt-in request template the customer can send via website/forms."""
return {
"channel": "website_or_form",
"body_ar": (
f"بالاشتراك في تنبيهات {company_name} عبر واتساب، أوافق على استقبال "
"رسائل تتعلق بالعروض والمحتوى الخاص بالشركة. أعرف أنه يمكنني الانسحاب "
"في أي وقت بكتابة \"إلغاء\"."
),
"explicit_purpose_required": True,
"explicit_company_name_required": True,
"explicit_unsubscribe_required": True,
"double_opt_in_recommended": True,
"notes_ar": (
"WhatsApp Business يتطلب شرحاً صريحاً لما سيستقبله المستخدم. "
"ظهور رقم واتساب في موقع لا يكفي كموافقة."
),
}