Home
Today's queue
| Item | Type | Source | Created | Status |
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Queue is empty
When Scout or Concierge produce items needing your review, they appear here. First scout run kicks off at 6 AM CT once GitHub Actions secrets are live.
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Needs your attention
Pipeline at a glance
Agent status
| Agent | Last run | Status | Items | Summary |
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No run history yet
Agent run records appear here once GitHub Actions secrets are set and cron jobs begin firing.
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Accounts
| Account | Vertical | Size | Fit ⓘ | Pipeline | Added | |
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No accounts yet
Scout will surface 3 to 6 high-fit corporate-gifting accounts per day. Each one comes with a fit score 0-100 and a rationale you can review before flagging for outreach.
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Leads
| Name | Title | Account | Fit ⓘ | Status | Added | |
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No leads yet
Leads are contacts in the early funnel: status new, researched, or ready for outreach. Scout will populate them daily. Promote a lead to outreach by changing its status, or create an opportunity directly when a deal materializes.
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Leads = Contacts in the early funnel
Your schema doesn't have a separate Leads table. Instead, every Contact carries a status that walks from new → researched → ready_for_outreach → outreached → responded → meeting_booked → converted. Leads is just a filtered view of Contacts where status is one of the first three. When a lead has a real deal forming, create an Opportunity to track stage and value.
Contacts
| Name | Title | Account | Fit ⓘ | Status | |
|---|---|---|---|---|---|
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No contacts yet
As Scout identifies named buyers (CMOs, Heads of Brand, Office Managers running client and partner gifts), they land here with a fit score and a rationale.
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Retail subscribers
| Name | Phone | SMS | Source | Joined | |
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No retail subscribers yet
Visitors who sign up through the chateauavant.com popup or footer appear here.
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Corporate intake
| Company | Contact | Series | Quantity | Logo | Submitted |
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No corporate inquiries yet
New submissions from the corporate intake form appear here. Click a row to open the opportunity.
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Opportunities
| Opportunity | Account | Stage | Value | Close | |
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No opportunities yet
Create an opportunity when a lead has a real deal forming. Track it through the pipeline from Intake to Fulfillment.
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SKUs
Flat defaults + per-quote override + live margin
Each SKU has a default B2B price and an operator-override floor. The quote builder on Opportunities lets you set the unit price per deal. The margin panel shows live cost basis vs. price as you build. Below-floor overrides flag for founder confirmation rather than block.
| SKU | Line · series · color | Status | Default B2B | Floor | MSRP | |
|---|---|---|---|---|---|---|
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No SKUs yet
Click + New SKU to add a pen to the catalog.
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Agreements
A log of what's signed and where the file lives
Use this for healthcare, finance, and law-firm buyers who require NDAs before pricing discussions. Each row links to an account (and optionally an opportunity or deal group), captures the signed date, expiry date, and a Google Drive or DocuSign URL.
| Type | Account | Status | Signed | Expires | File | |
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No agreements yet
Hit + New to log an NDA, MSA, sales agreement, or DPA.
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Outreach
| Subject | To | Channel | Direction | Drafted | Status | |
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No drafts yet
When Concierge, Wright, Compass, or Steward generate a draft, it lands here waiting for your approval.
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Email templates
| Name | Kind | Subject | Updated | Active | |
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No templates yet
Click + New template to create a reusable email template.
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Social
| Platform | Topic | Persona | Drafted | Status | |
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No social drafts yet
Create drafts manually via + New. Each draft includes platform, topic, and body copy. You review and post from your own account.
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Operations workflow
Live preview
Nothing sends without your approval
Every email draft and every social post waits in your queue. Agents prepare. You decide.
You see everything before it goes live
All client-facing sends are gated by SANDBOX_MODE. When ON, agents log what they would have sent. Flip OFF when you say go.
One brand, one database, no HubSpot
Accounts, contacts, deals, communications, social drafts all live in your Supabase project. RLS-locked to your email.
Agents
Active agents
Recent runs
| Agent | Started | Duration | Processed | Created | Status |
|---|---|---|---|---|---|
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No runs yet
Once GitHub Actions secrets are configured and SANDBOX_MODE is flipped off, agent run history will populate here from the chateau_agent_runs table.
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Settings
Workspace
Live sends
When a channel is Live, agents dispatch messages externally. When Sandbox, agents draft but suppress the send. Changes take effect within 30 seconds.