// Sample journey data — Mindworks AI Journey Builder const ICONS = "assets/icons"; // Step kinds: // email — sends an email // task — creates a sales rep task // wait — internal scheduling gap // trigger — entry event // exit — exit event // // Step statuses: // done — already executed // skipped — AI decided to skip // shifted — AI rescheduled but will still run // pending — upcoming, on schedule // active — current step (in window) const STEP_TEMPLATE = [ { id: "trigger", kind: "trigger", day: 0, title: "Quote Sent", detail: "Quote Q-982510 sent to Acme Manufacturing" }, { id: "s1", kind: "email", day: 7, title: "First Follow-Up", detail: "Friendly check-in. Reference quote terms.", subject: "Following up on Q-982510" }, { id: "s2", kind: "email", day: 21, title: "Second Follow-Up", detail: "Add value: case study + pricing options.", subject: "A few options on Q-982510" }, { id: "s3", kind: "task", day: 60, title: "Sales Rep Task", detail: "Assign call task to Sales Rep, with context dossier.", owner: "Owen Brooks" }, { id: "s4", kind: "email", day: 90, title: "Final Check-In", detail: "Last touch. Offers to close or shelve the quote.", subject: "Closing the loop on Q-982510" }, { id: "exit", kind: "exit", day: 90, title: "Journey End", detail: "Mark journey complete." }, ]; // The four journey states (selectable via tweaks) const JOURNEY_STATES = { fresh: { label: "Just started", todayDay: 1, customer: { name: "Northern Forge & Tool", quote: "Q-981207", value: "$84,200", owner: "Owen Brooks", ownerInitials: "OB", ownerColor: "#76ADFF" }, overrides: { trigger: { status: "done", at: "Yesterday, 4:12 pm" }, s1: { status: "pending" }, s2: { status: "pending" }, s3: { status: "pending" }, s4: { status: "pending" }, exit: { status: "pending" }, }, decisions: [ { day: 0, at: "Yesterday, 4:12 pm", kind: "trigger", text: "Journey started — quote sent.", reason: "Trigger condition met: Quote Q-981207 status changed to Sent." }, ], }, midflight: { label: "Mid-flight (with skips)", todayDay: 34, customer: { name: "Acme Manufacturing", quote: "Q-982510", value: "$148,900", owner: "Owen Brooks", ownerInitials: "OB", ownerColor: "#76ADFF" }, overrides: { trigger: { status: "done", at: "Mar 14, 9:02 am" }, s1: { status: "done", at: "Mar 21, 9:00 am", outcome: "Delivered • Opened 2x" }, s2: { status: "skipped", at: "Apr 4", reason: "Customer replied to first follow-up on Mar 23. AI suppressed redundant outreach." }, s3: { status: "shifted", from: 60, to: 67, reason: "Sales rep emailed customer on Apr 11. Task offset by 7 days." }, s4: { status: "pending" }, exit: { status: "pending" }, }, decisions: [ { day: 0, at: "Mar 14, 9:02 am", kind: "trigger", text: "Journey started — quote sent to Acme Manufacturing.", reason: "Trigger condition met: Quote Q-982510 status changed to Sent." }, { day: 7, at: "Mar 21, 9:00 am", kind: "sent", text: "First Follow-Up email sent.", reason: "No customer reply detected in the last 7 days. Step executed on schedule." }, { day: 9, at: "Mar 23, 11:42 am", kind: "signal", text: "Inbound signal: Emma Connor replied to follow-up.", reason: "Email reply detected from emma@acmemfg.com. Flagged as active engagement." }, { day: 21, at: "Apr 4", kind: "skipped", text: "Skipped Second Follow-Up.", reason: "Customer replied 12 days ago. Rule: 'Suppress redundant outreach if reply within last 21 days.'" }, { day: 28, at: "Apr 11, 2:18 pm", kind: "signal", text: "Inbound signal: Sales rep sent manual email.", reason: "Manual outbound from Owen Brooks. Resetting downstream offsets." }, { day: 28, at: "Apr 11, 2:18 pm", kind: "shifted", text: "Sales Rep Task offset by 7 days (Day 60 → Day 67).", reason: "Rule: 'If sales rep manually contacted customer, offset next scheduled touchpoint.'" }, ], }, paused: { label: "Paused by user", todayDay: 22, customer: { name: "Cascade Hydraulics", quote: "Q-980441", value: "$32,100", owner: "Maya Iyer", ownerInitials: "MI", ownerColor: "#FF9143" }, overrides: { trigger: { status: "done", at: "Apr 1, 10:11 am" }, s1: { status: "done", at: "Apr 8, 9:00 am", outcome: "Delivered" }, s2: { status: "pending", paused: true }, s3: { status: "pending", paused: true }, s4: { status: "pending", paused: true }, exit: { status: "pending", paused: true }, }, decisions: [ { day: 0, at: "Apr 1, 10:11 am", kind: "trigger", text: "Journey started.", reason: "Quote sent." }, { day: 7, at: "Apr 8, 9:00 am", kind: "sent", text: "First Follow-Up email sent.", reason: "No engagement detected." }, { day: 22, at: "Apr 23, 11:00 am", kind: "paused", text: "Journey paused by Maya Iyer.", reason: "Manual pause. All upcoming steps suspended until resumed." }, ], }, ended: { label: "Completed — quote accepted", todayDay: 19, customer: { name: "Vector Steel Co.", quote: "Q-980022", value: "$211,400", owner: "Owen Brooks", ownerInitials: "OB", ownerColor: "#76ADFF" }, overrides: { trigger: { status: "done", at: "Mar 30, 8:45 am" }, s1: { status: "done", at: "Apr 6, 9:00 am", outcome: "Delivered • Opened" }, s2: { status: "skipped", at: "Apr 18", reason: "Quote status changed to Accepted. Exit rule triggered." }, s3: { status: "skipped", at: "Apr 18", reason: "Journey ended early — quote accepted." }, s4: { status: "skipped", at: "Apr 18", reason: "Journey ended early — quote accepted." }, exit: { status: "done", at: "Apr 18, 3:14 pm", outcome: "Quote Accepted" }, }, decisions: [ { day: 0, at: "Mar 30, 8:45 am", kind: "trigger", text: "Journey started.", reason: "Quote sent." }, { day: 7, at: "Apr 6, 9:00 am", kind: "sent", text: "First Follow-Up email sent.", reason: "No engagement detected." }, { day: 19, at: "Apr 18, 3:14 pm", kind: "exit", text: "Journey ended — quote accepted.", reason: "Exit rule: 'If quote is accepted or rejected, automatically end the journey.'" }, ], }, }; // Add bundling/consolidation decisions to the mid-flight journey JOURNEY_STATES.midflight.decisions.splice(2, 0, { day: 7, at: "Mar 21, 9:00 am", kind: "bundled", text: "Bundled 3 quotes into one follow-up email.", reason: "Sales rep sent Q-982510, Q-982511, Q-982512 to Acme on the same day. AI consolidated outreach into a single message referencing all three quotes — instead of sending 3 separate follow-ups." } ); // Templates — reusable automation definitions const TEMPLATE_GROUPS = [ { id: "sales", name: "Sales Process" }, { id: "billing", name: "Customer Billing" }, { id: "procurement", name: "Procurement" }, ]; const TEMPLATES = [ { id: "tpl-lead", group: "sales", name: "Lead Nurturing", description: "Warm new leads with paced touches until they're sales-ready.", trigger: "Lead.status = 'New'", steps: 4, conditions: 3, exits: 2, activeCount: 28, completedCount: 312, replyRate: 24, acceptRate: 11, owner: "Maya Iyer", ownerInitials: "MI", ownerColor: "#FF9143", lastEdited: "Apr 18, 2026", status: "Active", topRules: [ "Skip if customer replied in last 7 days", "Promote to Quote Follow-Up on RFQ submitted", ], }, { id: "tpl-quote", group: "sales", name: "Quote Follow-Up", description: "Nurture quotes from sent to closed with adaptive timing.", trigger: "Quote.status changed to Sent", steps: 5, conditions: 4, exits: 2, activeCount: 16, completedCount: 247, replyRate: 38, acceptRate: 22, owner: "Owen Brooks", ownerInitials: "OB", ownerColor: "#76ADFF", lastEdited: "Apr 12, 2026", status: "Active", topRules: [ "Skip if customer replied in last 14 days", "Bundle multiple quotes sent the same day", "Exit on quote Accepted or Rejected", ], }, { id: "tpl-renew", group: "sales", name: "Renewal Nudge", description: "Weekly outreach starting 60 days before contract end.", trigger: "Subscription.renewal_date < 60 days", steps: 3, conditions: 3, exits: 2, activeCount: 3, completedCount: 12, replyRate: 52, acceptRate: 67, owner: "Owen Brooks", ownerInitials: "OB", ownerColor: "#76ADFF", lastEdited: "Apr 04, 2026", status: "Active", topRules: [ "Increase cadence after first reply", "Pause if renewal moves to negotiation", ], }, { id: "tpl-invoice", group: "billing", name: "Invoice Reminder", description: "Polite-to-firm escalation for unpaid invoices.", trigger: "Invoice.status = 'Overdue'", steps: 4, conditions: 3, exits: 2, activeCount: 11, completedCount: 96, replyRate: 47, acceptRate: 71, owner: "Priya Shah", ownerInitials: "PS", ownerColor: "#5DBE8A", lastEdited: "Apr 09, 2026", status: "Active", topRules: [ "Exit on payment received", "Pause if dispute opened", ], }, { id: "tpl-po", group: "procurement", name: "PO Follow Up", description: "Chase vendor acknowledgment and confirm delivery dates.", trigger: "PO.status = 'Sent to Vendor'", steps: 3, conditions: 2, exits: 2, activeCount: 6, completedCount: 58, replyRate: 64, acceptRate: 88, owner: "Devon Yang", ownerInitials: "DY", ownerColor: "#B274FF", lastEdited: "Mar 30, 2026", status: "Active", topRules: [ "Skip if vendor acknowledged", "Exit on delivery date confirmed", ], }, ]; // Journey list — index page const JOURNEY_LIST = [ { id: "j-1", name: "Quote Follow-Up — Q-982510", customer: "Acme Manufacturing", template: "Quote Follow-Up", state: "midflight", status: "Active", step: "3 of 5", nextRun: "Day 67 — Apr 25", owner: "OB", value: "$148,900" }, { id: "j-2", name: "Quote Follow-Up — Q-981207", customer: "Northern Forge & Tool", template: "Quote Follow-Up", state: "fresh", status: "Active", step: "1 of 5", nextRun: "Day 7 — May 19", owner: "OB", value: "$84,200" }, { id: "j-3", name: "Quote Follow-Up — Q-980441", customer: "Cascade Hydraulics", template: "Quote Follow-Up", state: "paused", status: "Paused", step: "2 of 5", nextRun: "—", owner: "MI", value: "$32,100" }, { id: "j-4", name: "Quote Follow-Up — Q-980022", customer: "Vector Steel Co.", template: "Quote Follow-Up", state: "ended", status: "Completed", step: "5 of 5", nextRun: "—", owner: "OB", value: "$211,400" }, { id: "j-5", name: "Demo No-Show Recovery", customer: "Pinewood Castings", template: "Demo Recovery", state: "midflight", status: "Active", step: "2 of 4", nextRun: "Day 14 — May 18", owner: "MI", value: "$22,500" }, { id: "j-6", name: "Renewal Nudge — 60 day", customer: "Harbor Plastics", template: "Renewal Nudge", state: "fresh", status: "Active", step: "1 of 3", nextRun: "Day 30 — Jun 02", owner: "OB", value: "$58,000" }, ]; // Streaming script used by the AI Builder. // The builder visualizes this as it "thinks", then the structured journey snaps into place. const STREAM_SCRIPT = { prompt: "Create a quote follow-up journey with check-ins at 7, 21, 60, and 90 days unless communication is already happening.", reasoning: [ { kind: "think", text: "Parsing intent…" }, { kind: "think", text: "Trigger: Quote.status → Sent" }, { kind: "think", text: "Scheduling 4 touchpoints at days 7, 21, 60, 90" }, { kind: "think", text: "Inferring conditions: customer reply, sales rep contact, quote outcome" }, { kind: "think", text: "Drafting skip rules to suppress redundant outreach" }, { kind: "build", key: "trigger", label: "Trigger", value: "Quote.status changed to Sent" }, { kind: "build", key: "step1", label: "Day 7", value: "Send first follow-up email" }, { kind: "build", key: "step2", label: "Day 21", value: "Send second follow-up email" }, { kind: "build", key: "step3", label: "Day 60", value: "Create sales rep task" }, { kind: "build", key: "step4", label: "Day 90", value: "Send final check-in" }, { kind: "build", key: "skip1", label: "Skip rule", value: "If customer replied in last 14 days, delay next step" }, { kind: "build", key: "skip2", label: "Skip rule", value: "If sales rep contacted customer, offset next step by 7 days" }, { kind: "build", key: "exit1", label: "Exit rule", value: "If quote is accepted or rejected, end the journey" }, { kind: "build", key: "exit2", label: "Exit rule", value: "Suppress outreach if active two-way thread exists" }, { kind: "done", text: "Journey ready to review." }, ], }; // Example prompts (tweakable) const EXAMPLE_PROMPTS = [ "Create a quote follow-up journey with check-ins at 7, 21, 60, and 90 days unless communication is already happening.", "After a demo no-show, email the contact same day, then follow up at 3 and 10 days. Skip if they reschedule.", "When a customer renewal is 60 days out, nudge weekly until they respond or the renewal closes.", "If a lead downloads a spec sheet, send a personalized email in 2 days, then a sales rep task at 7 days if no reply.", ]; Object.assign(window, { ICONS, STEP_TEMPLATE, JOURNEY_STATES, JOURNEY_LIST, TEMPLATES, TEMPLATE_GROUPS, STREAM_SCRIPT, EXAMPLE_PROMPTS, });