{
  "id": "customer-expansion-context-2026-09-29",
  "title": "Understand a customer before proposing expansion",
  "recorded_at": "2026-09-29",
  "environment": "Synthetic tenant; real employee context, assessment and PGlite operating-state SQL",
  "prompt": "We have a customer opening a new team. Is expansion worth pursuing?",
  "input": {
    "charter": {
      "objective": "Find one useful expansion conversation with an existing customer",
      "exclusions": [],
      "horizon_days": 30,
      "relationship_types": [
        "expansion"
      ],
      "success_definition": "The customer agrees to discuss a concrete next step"
    },
    "context_source_snapshots": {
      "corpus": {
        "known": true,
        "rows": [
          {
            "workspace_id": "55555555-5555-4555-8555-555555555555",
            "section": "company_profile",
            "updated_by": "owner@northstar.example",
            "doc": {
              "name": "Northstar Demo",
              "one_line": "Operations software for care teams",
              "business_model": "Subscription"
            }
          },
          {
            "workspace_id": "55555555-5555-4555-8555-555555555555",
            "section": "icp",
            "updated_by": "onboarding",
            "doc": {
              "one_line": "Retail chains",
              "_provenance": {
                "source": "website_inference"
              }
            }
          }
        ]
      },
      "accounts": {
        "known": true,
        "rows": [
          {
            "workspace_id": "55555555-5555-4555-8555-555555555555",
            "id": 1,
            "company": "Harbor Health Demo",
            "domain": "harbor-health.example",
            "crm_status": "customer",
            "status": "Active",
            "merged_into": null
          },
          {
            "workspace_id": "55555555-5555-4555-8555-555555555555",
            "id": 2,
            "company": "Excluded Demo",
            "domain": "excluded.example",
            "crm_status": "customer",
            "status": "Active",
            "merged_into": null
          }
        ]
      },
      "scores": {
        "known": false,
        "rows": [],
        "reason": "not_required_for_known_customer"
      },
      "signals": {
        "known": true,
        "rows": [
          {
            "workspace_id": "55555555-5555-4555-8555-555555555555",
            "id": 10,
            "account_id": 1,
            "title": "Opened a new clinical operations team",
            "source_url": "https://harbor-health.example/news/operations-team",
            "posted_at": "2026-09-28T10:00:00Z"
          },
          {
            "workspace_id": "55555555-5555-4555-8555-555555555555",
            "id": 11,
            "account_id": 2,
            "title": "Opened a new team",
            "source_url": "https://excluded.example/news/team",
            "posted_at": "2026-09-28T10:00:00Z"
          }
        ]
      },
      "contactStops": {
        "known": true,
        "rows": []
      },
      "connectors": {
        "known": true,
        "rows": []
      },
      "memory": {
        "known": true,
        "rows": [
          {
            "workspace_id": "55555555-5555-4555-8555-555555555555",
            "id": "77777777-7777-4777-8777-777777777777",
            "kind": "correction",
            "subject": "icp",
            "content": "We serve hospital operations teams, not retail chains.",
            "confidence": 1,
            "status": "active",
            "updated_at": "2026-09-29T12:00:00.000Z"
          }
        ]
      },
      "relationships": {
        "known": true,
        "rows": []
      },
      "blacklist": {
        "known": true,
        "rows": [
          {
            "workspace_id": "55555555-5555-4555-8555-555555555555",
            "domain": "excluded.example"
          }
        ]
      },
      "customerLists": {
        "known": true,
        "rows": [
          {
            "workspace_id": "55555555-5555-4555-8555-555555555555",
            "id": 7,
            "recipe": "manual_customers"
          }
        ]
      },
      "customerMembers": {
        "known": true,
        "rows": [
          {
            "workspace_id": "55555555-5555-4555-8555-555555555555",
            "list_id": 7,
            "ref_id": 1
          },
          {
            "workspace_id": "55555555-5555-4555-8555-555555555555",
            "list_id": 7,
            "ref_id": 2
          }
        ]
      },
      "playbooks": {
        "known": true,
        "rows": []
      },
      "crm": {
        "known": false,
        "rows": [],
        "reason": "external_crm_not_connected"
      },
      "rules": {
        "known": true,
        "rows": []
      },
      "accountNotes": {
        "known": true,
        "rows": [
          {
            "workspace_id": "55555555-5555-4555-8555-555555555555",
            "id": 8,
            "domain": "harbor-health.example",
            "note": "Account owner says the new operations team is reviewing its workflow.",
            "created_at": "2026-09-28T09:00:00Z"
          }
        ]
      },
      "crmActivities": {
        "known": true,
        "rows": []
      },
      "crmDeals": {
        "known": true,
        "rows": []
      },
      "recentCrmActivities": {
        "known": true,
        "rows": []
      },
      "recentAccountNotes": {
        "known": true,
        "rows": []
      }
    },
    "stored_sources": {
      "company_profile": "Owner-entered Northstar Demo profile",
      "website_icp_inference": "Retail chains",
      "shared_correction": "We serve hospital operations teams, not retail chains.",
      "customer": "Harbor Health Demo, from a native customer list",
      "signal": "Opened a new clinical operations team on September 28",
      "team_note": "Account owner says the new operations team is reviewing its workflow.",
      "excluded_company": "Excluded Demo, present on the do-not-work list",
      "external_crm": "not connected"
    },
    "owner_answer": {
      "question_key": "commercial_basis",
      "relationship_type": "expansion",
      "account_id": "1",
      "answer": "Our account owner says the new team asked whether Northstar can support its workflow. We have not confirmed their buying decision or results.",
      "observed_at": "2026-09-28T11:00:00.000Z"
    }
  },
  "output": {
    "company_fact": "Shared correction (icp): We serve hospital operations teams, not retail chains.",
    "website_assumption_used": false,
    "candidate": {
      "company": "Harbor Health Demo",
      "relationship_type": "expansion",
      "why_now": "A known customer has recent evidence (2026-09-28): Opened a new clinical operations team",
      "next_step": "Review this evidence with the account owner for a relevant expansion or referral opportunity; keep the customer excluded from acquisition outreach.",
      "relationship_warmth": "unknown",
      "evidence": [
        {
          "ref": "workspace:55555555-5555-4555-8555-555555555555:account:1",
          "kind": "account",
          "recordId": "1",
          "sourceUrl": null,
          "observedAt": null
        },
        {
          "ref": "workspace:55555555-5555-4555-8555-555555555555:signal:10",
          "kind": "signal",
          "recordId": "10",
          "sourceUrl": "https://harbor-health.example/news/operations-team",
          "observedAt": "2026-09-28T10:00:00.000Z"
        }
      ]
    },
    "excluded_company_returned": false,
    "questions_before_answer": [
      {
        "key": "commercial_basis",
        "question": "What did this customer buy, which outcomes have they actually achieved, and what unresolved need makes expansion useful now?"
      },
      {
        "key": "decision_context",
        "question": "Who owns this relationship and decision, which stakeholders matter, and what contact restrictions, open commitments or exclusions must be respected?"
      },
      {
        "key": "feasibility_and_proof",
        "question": "What result can we credibly help deliver, which evidence may we use, and what capacity, service, pricing or timing constraint could make this proposal fail?"
      }
    ],
    "answer_saved": {
      "account_id": "1",
      "question_key": "commercial_basis",
      "source_kind": "owner_statement",
      "version": 2
    },
    "questions_after_answer": [
      {
        "key": "decision_context",
        "question": "Who owns this relationship and decision, which stakeholders matter, and what contact restrictions, open commitments or exclusions must be respected?"
      },
      {
        "key": "feasibility_and_proof",
        "question": "What result can we credibly help deliver, which evidence may we use, and what capacity, service, pricing or timing constraint could make this proposal fail?"
      }
    ],
    "buying_reason_state": "partial",
    "proof_state": "unknown",
    "decision_scope": "internal_preparation_only"
  },
  "execution": {
    "provider_calls": 0,
    "credits_spent": 0,
    "messages_sent": 0,
    "verified_business_outcomes": 0
  },
  "limitations": "Synthetic records. The response shows selected business fields from the tested context and assessment; generated answer IDs are omitted. The signal and owner statement support internal preparation only. No live CRM, mailbox, customer response, delivery proof or outreach authority was tested.",
  "reproduction": "npm run demo:record"
}