Find the leads worth attention.
Score supplied leads against your criteria, explain decisions, and route uncertain cases for review.
Revenue Engine · B2B & Shopify
Revenue work,
kept moving.
AI-assisted workflows for B2B sales teams and Shopify brands. Prioritize opportunities, prepare the next customer touch, and keep follow-ups visible through one supervised operating layer.
Current availability: supervised pilot preparation
The core release is built and tested. Production activation, live Shopify verification, and both business pilots are pending. Capabilities describe the implemented release and its limits, not a fully activated client service.
2customer packages: B2B & Shopify
20represented workflow roles
1shared approval and execution layer
01 / The high-level offer
A clearer next step.
A visible operating trail.
Prepare timely customer touches.
Draft outreach and follow-ups using approved business facts, your tone, and recorded customer context.
Keep purchase journeys visible.
Prepare cart reminders, per-order review requests, and eligible offers from connected, verified events.
Keep the team aligned.
Update internal pipeline records, flag stalled work, and prepare onboarding or invoice reminders.
Put judgment where it matters.
Hold proposals, missing facts, sensitive support cases, and uncertain delivery outcomes for human decisions.
See what actually happened.
Review run history, approvals, execution records, email receipt events, and estimated model spend.
The value proposition is consistent follow-through with accountable execution. Revenue uplift, recovered sales, hours saved, or resolution rates must be measured in real pilots before being claimed.
02 / Two customer packages
One foundation.
Two revenue journeys.
B2B / Sales follow-through
From a lead
to the next conversation.
For service businesses and sales teams needing repeatable qualification, follow-up, and handoffs.
- Lead scoring with an explicit qualification reason.
- Approved-offer outreach and scheduled follow-up drafts.
- Call-transcript summaries and proposal preparation.
- Internal pipeline updates and stale-deal alerts.
- Optional onboarding and invoice reminder workflows.
Initial pilot focus: qualification, follow-up, and internal CRM coordination. Mailbox replies and calendar bookings need connected sources. Calls, external CRM writes, and payment collection require additional integrations.
D2C / Shopify lifecycle
From an abandoned cart
to a continuing relationship.
For Shopify brands wanting a controlled lifecycle across cart, order, review, and customer follow-up events.
- Cart reminders with current eligibility checks.
- Signed paid-order intake and cart-stop behavior.
- Separate review-request lifecycles per order.
- Post-purchase drafts from approved catalog mappings.
- Inventory-risk summaries from connected store data.
Initial pilot focus: cart recovery and order-based reviews. Add upsell after catalog eligibility is configured. Live store access is unverified; refund/cancellation sync, customer-channel support, and revenue attribution remain open.
03 / How the service works
A signal becomes a plan.
A plan earns execution.
01Connect
Approved sources and business facts.
02Assess
Eligibility, context, and next step.
03Review
Inspect drafts and approve required actions.
04Execute
Recheck policy before customer actions.
05Reconcile
Record acceptance, receipts, and exceptions.
Illustrative lifecycle. A connected intake is not permission to send. SMTP acceptance is recorded separately from delivery receipts. Ambiguous sends are held for reconciliation.
Your team controls the boundaries.
Approved facts, recipient restrictions, route modes, spending limits, and pause controls define what can proceed. Proposals require human approval.
Start with a bounded pilot.
Agree sources and scope, complete setup, test approved destinations, and observe the workflow before expanding traffic. Both B2B and D2C remain in the first-launch plan.
04 / The offering in detail
What each role does.
Where the boundary is.
Nineteen specialist roles plus orchestration are represented in the system. Some produce executable email plans, some maintain internal state, and some prepare recommendations for a human. They are not twenty independently verified production services.
Workflow logicConnection requiredHuman proposalAll roles require production activation and client acceptance.
20 roles shown
| Role | Implemented behavior | Client-facing boundary / remaining work |
|---|---|---|
| 01 / B2BLead qualification | Workflow logic Scores supplied leads against tenant criteria, records reasons, and routes qualified or uncertain cases. | Requires real sources and approved criteria. No built-in prospect database or independent enrichment service. |
| 02 / B2BOutreach | Workflow logic Drafts from prospect facts and an explicitly approved sender offer. Send-time checks reject outdated offer bindings. | Missing approved offers block inference. SMTP email is wired; LinkedIn touches are proposals. Reply ingestion and outbound deliverability tooling are additional work. |
| 03 / B2BFollow-up | Workflow logic Prepares cadence-based touches with recorded context and a booking link; checks current sequence state. | Real mailbox replies and calendar booking sources are not connected. Recorded evidence can stop a sequence, but an unseen reply cannot. |
| 04 / B2BSDR / call analysis | Connection required Turns supplied call transcripts into discovery summaries, qualification verdicts, and proposed next steps. | A Vapi intake adapter exists. This role does not initiate or conduct calls; an approved voice provider and call workflow are needed. |
| 05 / B2BProposal / closer | Human proposal Prepares proposal and objection-response drafts from qualified context and approved commercial facts. | Proposals require individual approval. Automatic negotiation, e-signatures, and guaranteed close outcomes are not included. |
| 06 / B2BOnboarding | Workflow logic Prepares welcome, kickoff, and missing-information chasers after a recorded won deal. | Form completion and document receipt need a source integration. Sending a reminder does not mark onboarding complete. |
| 07 / B2BInvoice reminders | Workflow logic Prepares invoice-description emails and dunning reminders from recorded deal and invoice data. | No provider invoice creation or payment collection. Paid-order Stripe intake exists; full invoice paid/void/refund synchronization is missing. |
| 08 / B2BCRM coordination | Workflow logic Maintains internal contact/deal progression and prepares stale-deal alerts. | Internal Supabase records are the system of record. Two-way HubSpot, Salesforce, or other external CRM sync is not implemented. |
| 09 / SHAREDSupport preparation | Human proposal Drafts grounded responses from supplied tickets and policy; escalates missing or sensitive facts. | Intercom inbound intake exists. Responses are internal drafts, not original-channel replies. Live knowledge ingestion and order/refund actions need integration. |
| 10 / SHAREDEscalation | Workflow logic Flags supplied ticket risk or negative sentiment and routes cases for human attention. | Requires incoming evidence and staffed ownership. Human notification does not prove the case was resolved. |
| 11 / SHOPIFYReview requests | Workflow logic Tracks separate lifecycles per order and prepares requests using an approved review destination. | Yotpo intake exists. Feedback without an order mapping remains unmatched when ambiguous; automatic correlation and live verification are open. |
| 12 / SHOPIFYCart recovery | Workflow logic Tracks abandoned-cart reminders and rechecks current eligibility, contact state, and recorded orders. | Needs checkout/order feeds, permission to contact, and approved copy. Live transactions and recovered-revenue measurement are unverified. |
| 13 / SHOPIFYPost-purchase upsell | Connection required Prepares an offer after a recorded paid order when approved products and eligibility are available. | Complementary-product mapping, catalog completeness, and refund/cancellation suppression need work. No checkout modification or AOV uplift claim. |
| 14 / SHOPIFYRetention | Workflow logic Identifies candidates from stored activity and prepares win-back touches or human follow-up recommendations. | Not a validated churn prediction model. Full customer history, channel preferences, and experimental lift measurement are needed. |
| 15 / SHAREDContent drafting | Human proposal Produces format-aware copy from supplied briefs and brand instructions; holds drafts for review. | Publishing, asset production, channel scheduling, and performance feedback are not wired as automatic actions. |
| 16 / SHAREDSocial listening | Connection required Classifies supplied mentions, prepares digests, and highlights urgent items for human review. | Real social feeds and continuous collection need providers. No autonomous replies or complete share-of-voice coverage. |
| 17 / SHAREDAnalytics summaries | Workflow logic Summarizes supplied metrics, flags data issues, and prepares weekly operational narratives. | Cross-channel revenue attribution, cohorts, A/B experiments, holdouts, and business-outcome reconciliation remain missing. |
| 18 / SHAREDAdvertising review | Human proposal Evaluates supplied campaign performance using configured rules and proposes interventions. | No connected ad-account fetch or automatic campaign/budget changes. A human executes provider-side actions. |
| 19 / SHOPIFYInventory visibility | Connection required Shopify Admin reads stock with validated scopes/pagination; observed paid-order velocity informs alerts and reorder proposals. | Live credentials/stock verification are pending. Velocity reflects observed webhook coverage. Purchase orders are proposed, not placed. |
| 20 / SHAREDOrchestration | Workflow logic Coordinates events, routing, timers, approvals, current policy, action records, retries, and spend reservations. | New controls and n8n templates need rollout. Larger tenants need indexed incremental scheduling; external monitoring and recovery proof remain open. |
No matching roles. Try another term or select “All roles.”
The shared controls behind every package
- Tenant-scoped records and current recipient/sequence checks.
- Individual approval attribution and revocable sessions.
- Pause, route enablement, and draft/live policy enforcement.
- Immutable send identities and stale-worker fencing.
- Acceptance, delivery, bounces, and complaints are separate evidence.
- Estimated spend reserved before model inference.
- Uncertain outcomes require operator reconciliation.
- Missing approved offers block outreach before inference.
Connection inventory: an adapter is not an activated integration
Implemented intakes: Shopify checkout/order events, paid-order Stripe events, Intercom conversations, Typeform leads, Vapi transcripts, Yotpo reviews, and Postmark receipts. Each requires correct provider setup and end-to-end acceptance before client use.
Outbound path: SMTP email. Data connector: Shopify Admin inventory. Missing: mailbox/calendar sources, external CRM writes, original-channel support replies, payment/invoice actions, voice initiation, social/ad publishing, and purchase-order execution. Slack is a defined contract action but is not implemented as a posting channel.
05 / From bottleneck to pilot
Start with a workflow.
Expand with evidence.
What we work through together
- Scope your customer journeyAgree the signals, actions, approved facts, success criteria, and human handoffs.
- Prepare the connectionsConfigure the selected supported sources and define any additional integration work.
- Run a supervised pilotReview drafts, test approved destinations, and verify delivery and stop conditions.
- Measure and expandObserve real results before enabling more routes. Commercial scope and terms are agreed individually.
What you bring
- Approved business rulesYour offer, target customers, tone, spending limits, and escalation owner.
- Access to the selected toolsAuthorized store, email, and other provider connections appropriate to the agreed scope.
- Accurate customer contextCatalog eligibility, policies, booking or review links, and recorded customer events.
- A named pilot ownerSomeone who reviews exceptions and accepts the connected workflow before wider use.
Availability is agreed per workflow.
The implemented release still needs production activation and client acceptance. Outbound voice, automatic refunds, external CRM writes, and publishing are additional integration work. We do not promise revenue uplift or autonomous resolution before pilot evidence.
06 / Questions before you start
Clear scope.
Clear expectations.
Are all twenty roles live and autonomous?
No. The roster describes nineteen specialist roles plus orchestration. Each role has an explicit boundary above. Some maintain internal state, some prepare email plans, and some propose human actions. Both client pilots and production activation are pending.
Can this work with the tools we already use?
We scope the supported sources and actions before setup. Existing intake adapters cover selected Shopify, Stripe, Intercom, Typeform, Vapi, Yotpo and Postmark events; a live connection must still be configured and tested. Two-way external CRM sync and other provider actions require additional integration.
Who decides what gets sent?
Approved facts, recipient restrictions, current policy, route modes and budgets constrain execution. Required actions go through individual human approval. Proposals always require approval; uncertain delivery outcomes are held for reconciliation.
What results can we expect?
The pilot defines a baseline and observable success criteria. Engineering tests are not evidence of recovered sales, saved hours or improved conversion. Those outcomes must be measured on your connected workflow.
How is it priced?
Scope, setup, recurring support, provider usage and service expectations are agreed for the engagement. There is no published fixed price or guaranteed outcome fee for this release.
Start with the work that stalls
Let’s scope your
revenue workflow.
Tell us where leads, carts, or customer follow-ups lose momentum.
Discuss a pilot →
B2B sales and Shopify lifecycle · supervised rollout.