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RangeZR
SALES AGENT V1.1
Queue
Mission
Companies
Categories
Copy Library
Staff
Dashboard
Shared sales queue
New leads are visible to all staff. Opening an available lead places a temporary working lock. After outreach, it stays with the sender; when the prospect replies, that sender becomes the conversation owner.
Needs action
My pipeline
RangeZR Mission & Target Audience
Admin configuration for this project. The agent should treat this page as its top reference before it evaluates a lead, compares company data, chooses sales copy, or recommends a follow-up.

Project-level AI instruction

Different projects can use the same outreach engine but have different targets, data, copy, and conversion goals. For this RangeZR project, the enabled RangeZR categories below are the actual target audience segments.

AI TOP REFERENCE
PROJECT NAME
MISSION / GOAL
WHAT COUNTS AS A VALID TARGET
CONVERSION GOAL
USEFUL LEAD SIGNALS
EXCLUSIONS / DO NOT TARGET
PROJECT DATA AVAILABLE TO THE AI
AI REFERENCE ORDER
1 · MISSIONGoal, target definition, exclusions
2 · TARGET CATEGORYEnabled RangeZR category + audience analysis
3 · INTERNAL DATACompany / booth database and listing status
4 · DISCOVERY SIGNALPost, website, news, or other current trigger
5 · APPROVED COPYHuman-controlled active copy library
6 · HISTORYPrior outreach, reply, follow-up, do-not-contact status
Target Audience Analysis
These are the existing RangeZR target categories. Admin can edit what each category means to the AI. Category activation itself is controlled in the Target Categories tab.
RangeZR Company / Booth Database
Import the existing RangeZR company and booth records here. The agent uses this internal reference to validate discovered companies, avoid duplicates, identify existing listings, and create lightweight competitive context.
Import existing companies
CSV columns: company_name, website, category, listing_url, listing_status, program, contact_email, notes. Importing a matching company name or website updates the existing record instead of creating a duplicate. (Sent to POST /projects/1/companies/import.)
CompanyWebsiteCategoryListingProgramContact
Target Categories
Only enabled categories create new outreach opportunities. Turning a category off pauses new leads without changing the imported company database.
Approved Copy Library
The agent selects from active approved copy, then personalizes it for the lead. Humans can edit the library here and can still edit the final message before every send.
Variables: {{company}}, {{category}}, {{trigger}}, {{claim_link}}, {{sender_email}}
Staff Sending Accounts
No leads are manually assigned. Staff identity is used for sending, temporary working locks, follow-ups, and conversation routing. Edit the generic staff emails to match the real sending accounts.
Sales Activity
A concise V1 view of the shared queue, outbound activity, replies, and conversions. (Loaded from GET /projects/1/dashboard.)
Staff activity
StaffEmailWorkingWaiting / Follow-upRepliesConverted