Prospect journey

Move from buyer candidates to approved outreach strategy.

Prospect work starts after seller context is usable. Vera searches for accounts, researches evidence, and creates reviewable strategy candidates for external agents to approve or revise.

Find duplicate-aware prospect accounts.

Prospect search uses approved seller knowledge as targeting context. It creates buyer candidates, not sends or drafts.

Prospect search

$ curl -X POST https://api-vera.symph.ai/v1/projects/proj_01hx6x9v2r/runs \
>   -H "Authorization: Bearer vwk_live_..." \
>   -H "Content-Type: application/json" \
>   -d '{
>     "operation": "search_prospects",
>     "inputs": {
>       "limit": 10,
>       "enrich_contacts": true
>     }
>   }'

Research

Research prospects before strategy.

Research collects prospect-owned pages, contact paths, fit rationale, hooks, caveats, and public evidence. Read these records before approving downstream work.

Prospect research

$ curl -X POST https://api-vera.symph.ai/v1/projects/proj_01hx6x9v2r/runs \
>   -H "Authorization: Bearer vwk_live_..." \
>   -H "Content-Type: application/json" \
>   -d '{
>     "operation": "research_prospects",
>     "inputs": {
>       "limit": 4,
>       "refresh": false
>     }
>   }'

$ curl https://api-vera.symph.ai/v1/projects/proj_01hx6x9v2r/prospect-research \
>   -H "Authorization: Bearer vwk_live_..."

Review

Approve research to queue strategy.

Approval can queue a single-prospect strategy run. Request changes, retry, or skip when evidence is thin or the contact path is unsafe.

Research decision

$ curl -X POST https://api-vera.symph.ai/v1/projects/proj_01hx6x9v2r/review-decisions \
>   -H "Authorization: Bearer vwk_live_..." \
>   -H "Content-Type: application/json" \
>   -d '{
>     "target_type": "prospect_research",
>     "target_id": "research_01hx8ax7ck",
>     "decision": "approve",
>     "note": "Fit and contact path look correct."
>   }'