One view of the campaign from incoming response through human-qualified opportunity.
Human approval required
Private prototype: Synthetic data only. No real emails are sent.
How this worksThe system organizes incoming replies and recommends what should happen next. Nothing becomes a qualified opportunity until a person reviews it in the Human Action Queue.
Synthetic representation of Jerry's Excel relationship list.
Contact
Institution
Role
Relationship
Processor
Fit
Status
Human-reviewed outbound
Outreach Queue
AI prepares the message. A human decides what leaves the building.
OPTIONAL AI DRAFTING + HUMAN EDIT
Real model drafting, human review, zero sendingChecking local AI connector…
Select a contact in Outreach Queue
A standard draft remains available for comparison. You can also generate a live AI draft for human review and editing.
Select a contact to review a draft.
DEMO CONTROLSTesting only. These controls are not part of the production workflow.
AI-assisted triage
Response Center
Incoming replies are classified and routed for human confirmation.
AI REPLY CLASSIFICATION
AI recommends the bucket. Human makes the decision.No reply is sent and no contact state changes until the operator confirms.
No reply classified yet
Select a preset or paste a reply, then ask the AI to classify it.
Select a response to review the AI assessment.
HUMAN QUALIFICATION
Human Action Queue i
AI recommends what should happen next. A person reviews the response and makes the final qualification decision.
1Reply arrives
2AI triages
3Human qualifies
4Call / Email / Contact
6Open actions
0Qualified Calls
0Qualified Emails
0Qualified Contacts
0Deferred
Operator WorkPrioritized by consequence
Select an action
Review the contact, their reply, and the AI assessment. You make the final decision about what happens next.
AI TRIAGE OVERVIEW
Response Buckets i
Read-only overview of how incoming responses were classified and what still needs human review.
What this page is for: AI triage visibility only. Human decision decisions still happen in Human Action Queue. Click any person to review them there.
Human handoff
Qualified Calls i
People your team has determined are worth calling appear here.
Contact
Institution
Why qualified
Call context
Human handoff
Qualified Emails i
Email opportunities qualified by the human operator appear here immediately.
Contact
Institution
Why qualified
Email context
Human handoff
Qualified Contacts i
Useful relationships, referrals, and future opportunities retained by the human operator.
Contact
Institution
Why retained
Relationship context
Configurable assumptions
Campaign Settings
Nothing uncertain about Jerry's process is hard-coded.
DATA INTAKE + FIELD MAPPING
Data Import / Production Bridge
Turn Jerry's Excel contact list into clean, reviewable campaign records before any real outreach is enabled.
View status: Data Import / Production Bridge loaded correctly.
Still safe by design.This prototype does not send email from the import screen. It demonstrates how real contact data would enter the system and where production integrations would connect later.
PRIMARY IMPORT PATH
Start With a Real Contact File
Use a CSV exported from Excel. The file is read locally in this browser and is not sent anywhere.
REAL LOCAL INPUT
Try Your Own Contact File
This runs entirely in your browser. The file is not uploaded anywhere.
LOCAL ONLY
CSV
Drop a CSV here
Or choose a file exported from Excel. Nothing leaves this computer.
Download Test CSV
Native .xlsx parsing will move server-side in the production build; CSV works now with no external library.
No file selected
Use the included test CSV first, or export any spreadsheet as CSV.
Mapping integrity rule:Each destination field may be used only once. Conflicts must be resolved before quality analysis.
Live Column MappingSuggested automatically from whatever headers your file contains
Waiting for a file.
Live Quality ResultsClean records and quarantined records are separated before campaign use
Waiting for a mapped file.
Normalized PreviewThe exact records the campaign layer would receive
Normalized field checkVerify that Last Touch lands in Last contact and Relationship Notes lands in Notes.
No normalized records yet.
OPTIONAL SAMPLE DATA
Or Try the Demonstration Workbook
Use this only when you want to explore the workflow without supplying your own contact file.
1Load Excel/CSV
2Map columns
3Review quality
4Approve import
5Campaign eligible
Sample Workbook IntakeSynthetic records for demonstration only
XLSX
Performance Processing Contacts.xlsx
For this prototype, the file below represents Jerry's real Excel export. In production, the operator would upload the actual workbook here.
COLUMN MAPPING
What does Jerry's spreadsheet mean?
The system should never guess silently. Suggested mappings remain visible and human-editable.
Load the demo workbook first
The system will inspect the available columns and propose mappings.
Data Quality ReviewProblems are surfaced before contacts become campaign eligible