system-prompts-and-models-of-ai-tools/salesflow-saas/memory/architecture/transformation-master-prompt.md

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