Overview
Run two independent two-person operating groups
Prospecting
Public-source candidates awaiting review
Automation only archives observable public facts and scores fit. It never contacts a company or treats inferred signals as confirmed demand.
Review queue
Operations Assistant
Approved sources and internal questions
Only owner-approved RSS or JSON feeds are fetched. Questions are answered from approved rules or marked for owner decision; no external messages are sent.
Registered sources
My questions and responses
Knowledge Admin
Training-state knowledge access
Owner only. Chengdu training administrator has direct access as Chengdu training administrator. For everyone else, record real training start with evidence and a due date; access closes automatically when due without a recorded pass. Passed trainees keep access. Automated candidates are drafts and do not publish automatically.
Knowledge candidates
Published articles
Accounts
Client records
Detail
Account timeline and cost trace
Select an account to inspect linked activities, tasks, quotes, reports, deals, projects, and account-linked costs.
Execution
Drive accounts, tasks, and quotes forward
Control
Profit, travel, and cost discipline
Cost log
Reality
Blockers, risks, and data truth
Formal blockers
Active risks
People Ops
Performance, backups, and escalation trace
Performance reviews
Backup pool
Escalation log
Reports
Daily trace
Team