01
Map the workflow before adding tools.
Call handling, booking, follow-up, ownership, and escalation rules need one source of truth. Automation should follow those rules rather than invent them.
Operational AI with clear boundaries
Connect intake, follow-up, and reporting without creating a black box.
AI operations means documenting how a lead moves from first contact to the next approved action, then improving the repetitive steps without hiding decisions from the people responsible for them.
02
Keep public and private systems isolated.
The marketing site, public actions, private dashboard, outreach tools, and previews should use separate routes, secrets, bindings, data stores, and deployment pipelines.
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