Department sales · 3 seats · 0 skills installed · 0 planned · 10 hooks · 5 gates

Sales Department Diagram

You are the workspace owner. Each AI seat has one role, one set of skills, one tool boundary, and stops at human approval gates before publishing, messaging audience, or allocating credits.

SkillPackaged workflow in .claude/skills called by name in Claude Code.

ToolsAllowed Claude Code tools and MCP servers declared for the seat.

AllowedWhat the seat drafts and where it writes (SOUL section 4).

Hard rulesHard boundaries the seat does not cross autonomously (SOUL section 3).

Stop / Do not useWhen not to use this seat and who accepts the work (SOUL sections 9 & 10).

owner

Owner

Workspace Owner · Reviews department deliverables and approval gates

Sets objectives, reviews drafts, approves or rejects at every safety gate.

Department Lead

sales-crm-keeper

CRM Keeper

Audits the CRM ledger across 6 hygiene checkpoints, scores members on 2 axes, forecasts 4-tier kpi and enforces approval gates and capacity locks; department lead

Skill

no skill packs yet

Tools

ReadGrepGlobWriteEditmcp__agent-broker__*

Allowed

Audit sheets · balance sheets · forecasts: paths listed in section "Artifact and ledger paths" of packs/sales/QUAN-TRI-VA-KIEM-TOAN-SO-CRM.md.
Details: see packs/sales/QUAN-TRI-VA-KIEM-TOAN-SO-CRM.md section "5. Output artifacts".

Hard rules

Follow packs/core/WORKING-RULES.md and packs/core/WRITING-RULES.md. Three approval gates:
Money, tier-structure gate (`GATE-01`): Do not spend money, promise tiers, or grant discounts outside packs/organisation-facts/.
Audience outreach gate (`GATE-02`): Do not send email, messaging app messages, invites, or anything to members.
Legal gate (`GATE-03`): Do not sign or make legal commitments, do not exceed the project cap (max_concurrent_projects), and do not delete/close records.…

Stop / Do not use

When not to use:

Route follow-up and diagnosis to the follow-up seat (sales-follow-up); route proposal writing and tier-structure to the proposal seat (sales-proposal).
Do not do 3 things on its own: spend money or promise tiers (GATE-01) · send anything to members (GATE-02) · sign or make legal commitments (GATE-03); ask the owner per section 3.

Who accepts:

Round 1: office reviewer seat; Final sign-off: owner (owner). Never self-approves its own work.
Details: see packs/sales/QUAN-TRI-VA-KIEM-TOAN-SO-CRM.md section "4. Human stop checkpoints".

Success metrics

1. 6-point cleanliness (six_point_clean == true) in crm-deals.jsonl reaches >= 95% (trial target; owner resets in organisation pack).
2. 24-hour duplicate resolution (duplicate_resolved_24h == true) in crm-contacts.jsonl reaches 100% (trial target; owner resets in organisation pack).
3. Artifact gate pass (artifact_gate_passed == true) in sales-events.jsonl reaches 100% (trial target; owner resets in organisation pack).
4. Forecast error (forecast_error_pct <= 10) in crm-deals.jsonl reaches >= 90% (trial target; owner resets in organisation pack).…

sales-follow-up

Sales Follow-up

Receives inbound signals, scores member temperature, runs 5-question diagnosis calls, executes 5-touch follow-up loops and drives contract expansion; never sends to a audience alone

Skill

no skill packs yet

Tools

ReadGrepGlobWriteEditmcp__agent-broker__*

Allowed

Drafts · debriefs · 3-role maps: paths listed in section "Artifact and ledger paths" of packs/sales/TIEP-CAN-VA-CHAM-SOC-DA-KENH.md.
Details: see packs/sales/TIEP-CAN-VA-CHAM-SOC-DA-KENH.md section "5. Output artifacts".

Hard rules

Follow packs/core/WORKING-RULES.md and packs/core/WRITING-RULES.md. Three approval gates:
Money, tier-structure gate (`GATE-01`): Do not spend money, promise tiers, or grant discounts outside packs/organisation-facts/.
Audience outreach gate (`GATE-02`): Do not send email, messaging app messages, invites, or anything to members; only save drafts at the path listed in section "Artifact and ledger paths" of packs/sales/TIEP-CAN-VA-CHAM-SOC-DA-KENH.md.…

Stop / Do not use

When not to use:

Route ledger keeping and forecasting to the CRM keeper seat (sales-crm-keeper); route tier-structure and proposals to the proposal seat (sales-proposal).
Do not do 3 things on its own: spend money or promise tiers (GATE-01) · send anything to members (GATE-02) · sign or make legal commitments (GATE-03); ask the owner per section 3.

Who accepts:

Round 1: CRM keeper seat (sales-crm-keeper); Round 2: office reviewer seat; Final sign-off: owner (owner).
Details: see packs/sales/TIEP-CAN-VA-CHAM-SOC-DA-KENH.md section "4. Human stop checkpoints".

Success metrics

1. Draft creation within SLA (draft_latency_min <= organisation_pack_sla_min) in sales-events.jsonl reaches >= 95% (trial target; owner resets in organisation pack).
2. Writing rule pass (writing_rule_pass == true) in sales-events.jsonl reaches 100% (trial target; owner resets in organisation pack).
3. Quiet-hour violations (quiet_hours_violation_count == 0), same-org collisions (same_org_collision_count == 0), and scope creep (unpriced_scope_creep_blocked == 0) in sales-events.jsonl equal 0.…

sales-proposal

Proposal Builder

Builds 3-tier offer packages, 1-1 traceability matrices, 4-part proposals and 1-record historical replay diffs; never sends a quote alone

Skill

no skill packs yet

Tools

ReadGrepGlobWriteEditmcp__agent-broker__*

Allowed

Gifts · proposals · replay diffs: paths listed in section "Artifact and ledger paths" of packs/sales/GOI-CHAO-HANG-VA-DE-XUAT-4-PHAN.md.
Details: see packs/sales/GOI-CHAO-HANG-VA-DE-XUAT-4-PHAN.md section "5. Output artifacts".

Hard rules

Follow packs/core/WORKING-RULES.md and packs/core/WRITING-RULES.md. Three approval gates:
Money, tier-structure gate (`GATE-01`): Do not spend money, promise tiers, or grant discounts outside packs/organisation-facts/.
Audience outreach gate (`GATE-02`): Do not send proposals, quotes, replay diffs, or anything to members.
Legal gate (`GATE-03`): Do not sign or make legal/warranty commitments, and do not exceed the project cap (max_concurrent_projects).…

Stop / Do not use

When not to use:

Route follow-up to sales-follow-up; route ledger keeping to sales-crm-keeper; do not quote without QUOTE_UNLOCK_FLAG.
Do not do 3 things on its own: spend money or promise tiers (GATE-01) · send anything to members (GATE-02) · sign or make legal/warranty commitments (GATE-03); ask the owner per section 3.

Who accepts:

Round 1: CRM keeper seat (sales-crm-keeper); Round 2: office reviewer seat; Final sign-off: owner (owner).
Details: see packs/sales/GOI-CHAO-HANG-VA-DE-XUAT-4-PHAN.md section "4. Human stop checkpoints".

Success metrics

1. Member-specific data (client_data_token_count >= min_client_specific_tokens) in sales-events.jsonl reaches 100% (trial target; owner resets in organisation pack).
2. Tier-structure hash (pricing_pack_hash != "") and unflagged drift (unflagged_drift_count == 0) in sales-gate-approvals.jsonl reach 100% (trial target; owner resets in organisation pack).
3. Unanswered requirements (unanswered_reqs_count == 0) and fluff adjectives (fluff_adjective_count == 0) in sales-events.jsonl reach 100% (trial target; owner resets in organisation pack).…

Guard Hooks (10)

Union of PreToolUse hooks across all seats in this department (from .claude/settings.json and operations/SAN-AN-TOAN-GHE.md table 2.6).

block_mass_delete.pyPreToolUse (Bash) — Matched 100%

block_external_scan.pyPreToolUse (Bash|Read|Grep|Glob) — Matched (all tools with safety logic covered by matcher)

protect_final_outputs.pyPreToolUse (Bash|Edit|Write|MultiEdit|NotebookEdit) — Matched 100%

guard_customer_pii.pyPreToolUse (Bash|Edit|Write|MultiEdit|NotebookEdit) — Matched 100%

guard_bulk_send.pyPreToolUse (Bash|mcp__.*) — Matched Claude Code mcp__<server>__<tool> standard

block_ollama.pyPreToolUse (Bash) — Matched 100%

block_ad_account_write.pyPreToolUse (Bash|mcp__.*) — Matched Claude Code mcp__<server>__<tool> standard

6 Safety Gates (5)

Safety gates from department.json and which seats reference each gate in SOUL.md section 3.

Gate	What it guards	Seats touching (from SOUL section 3)
price-quote	price-quote — Action requiring explicit human confirmation.	none
customer-message	Member Message — Direct outbound message delivery to real members or external leads.	none
crm-bulk-or-edit	CRM Bulk / Edit — Bulk modification, exporting, or schema editing of member CRM records.	none
delete	Delete Operations — Destructive deletion of data, contacts, campaigns, or system records.	sales-follow-upsales-crm-keeper
spend	spend — Action requiring explicit human confirmation.	sales-follow-upsales-crm-keepersales-proposal

Department Packs (3)

Shared knowledge packs declared in department.json.

coreorganisation-factssales

Department diagram

You are the workspace owner. Each AI seat has one role, one set of skills, one tool boundary, and stops at human approval gates before publishing, messaging audience, or allocating credits.

SkillPackaged workflow in .claude/skills called by name in Claude Code.

ToolsAllowed Claude Code tools and MCP servers declared for the seat.

AllowedWhat the seat drafts and where it writes (SOUL section 4).

Hard rulesHard boundaries the seat does not cross autonomously (SOUL section 3).

Stop / Do not useWhen not to use this seat and who accepts the work (SOUL sections 9 & 10).

Department sales · 3 seats · 0 skills installed · 0 planned · 10 hooks · 5 gates

Sales Department Diagram

You are the workspace owner. Each AI seat has one role, one set of skills, one tool boundary, and stops at human approval gates before publishing, messaging audience, or allocating credits.

SkillPackaged workflow in .claude/skills called by name in Claude Code.

ToolsAllowed Claude Code tools and MCP servers declared for the seat.

AllowedWhat the seat drafts and where it writes (SOUL section 4).

Hard rulesHard boundaries the seat does not cross autonomously (SOUL section 3).

Stop / Do not useWhen not to use this seat and who accepts the work (SOUL sections 9 & 10).

owner

Owner

Workspace Owner · Reviews department deliverables and approval gates

Sets objectives, reviews drafts, approves or rejects at every safety gate.

Department Lead

sales-crm-keeper

CRM Keeper

Audits the CRM ledger across 6 hygiene checkpoints, scores members on 2 axes, forecasts 4-tier kpi and enforces approval gates and capacity locks; department lead

Skill

no skill packs yet

Tools

ReadGrepGlobWriteEditmcp__agent-broker__*

Allowed

Audit sheets · balance sheets · forecasts: paths listed in section "Artifact and ledger paths" of packs/sales/QUAN-TRI-VA-KIEM-TOAN-SO-CRM.md.
Details: see packs/sales/QUAN-TRI-VA-KIEM-TOAN-SO-CRM.md section "5. Output artifacts".

Hard rules

Follow packs/core/WORKING-RULES.md and packs/core/WRITING-RULES.md. Three approval gates:
Money, tier-structure gate (`GATE-01`): Do not spend money, promise tiers, or grant discounts outside packs/organisation-facts/.
Audience outreach gate (`GATE-02`): Do not send email, messaging app messages, invites, or anything to members.
Legal gate (`GATE-03`): Do not sign or make legal commitments, do not exceed the project cap (max_concurrent_projects), and do not delete/close records.…

Stop / Do not use

When not to use:

Route follow-up and diagnosis to the follow-up seat (sales-follow-up); route proposal writing and tier-structure to the proposal seat (sales-proposal).
Do not do 3 things on its own: spend money or promise tiers (GATE-01) · send anything to members (GATE-02) · sign or make legal commitments (GATE-03); ask the owner per section 3.

Who accepts:

Round 1: office reviewer seat; Final sign-off: owner (owner). Never self-approves its own work.
Details: see packs/sales/QUAN-TRI-VA-KIEM-TOAN-SO-CRM.md section "4. Human stop checkpoints".

Success metrics

1. 6-point cleanliness (six_point_clean == true) in crm-deals.jsonl reaches >= 95% (trial target; owner resets in organisation pack).
2. 24-hour duplicate resolution (duplicate_resolved_24h == true) in crm-contacts.jsonl reaches 100% (trial target; owner resets in organisation pack).
3. Artifact gate pass (artifact_gate_passed == true) in sales-events.jsonl reaches 100% (trial target; owner resets in organisation pack).
4. Forecast error (forecast_error_pct <= 10) in crm-deals.jsonl reaches >= 90% (trial target; owner resets in organisation pack).…

sales-follow-up

Sales Follow-up

Receives inbound signals, scores member temperature, runs 5-question diagnosis calls, executes 5-touch follow-up loops and drives contract expansion; never sends to a audience alone

Skill

no skill packs yet

Tools

ReadGrepGlobWriteEditmcp__agent-broker__*

Allowed

Drafts · debriefs · 3-role maps: paths listed in section "Artifact and ledger paths" of packs/sales/TIEP-CAN-VA-CHAM-SOC-DA-KENH.md.
Details: see packs/sales/TIEP-CAN-VA-CHAM-SOC-DA-KENH.md section "5. Output artifacts".

Hard rules

Follow packs/core/WORKING-RULES.md and packs/core/WRITING-RULES.md. Three approval gates:
Money, tier-structure gate (`GATE-01`): Do not spend money, promise tiers, or grant discounts outside packs/organisation-facts/.
Audience outreach gate (`GATE-02`): Do not send email, messaging app messages, invites, or anything to members; only save drafts at the path listed in section "Artifact and ledger paths" of packs/sales/TIEP-CAN-VA-CHAM-SOC-DA-KENH.md.…

Stop / Do not use

When not to use:

Route ledger keeping and forecasting to the CRM keeper seat (sales-crm-keeper); route tier-structure and proposals to the proposal seat (sales-proposal).
Do not do 3 things on its own: spend money or promise tiers (GATE-01) · send anything to members (GATE-02) · sign or make legal commitments (GATE-03); ask the owner per section 3.

Who accepts:

Round 1: CRM keeper seat (sales-crm-keeper); Round 2: office reviewer seat; Final sign-off: owner (owner).
Details: see packs/sales/TIEP-CAN-VA-CHAM-SOC-DA-KENH.md section "4. Human stop checkpoints".

Success metrics

1. Draft creation within SLA (draft_latency_min <= organisation_pack_sla_min) in sales-events.jsonl reaches >= 95% (trial target; owner resets in organisation pack).
2. Writing rule pass (writing_rule_pass == true) in sales-events.jsonl reaches 100% (trial target; owner resets in organisation pack).
3. Quiet-hour violations (quiet_hours_violation_count == 0), same-org collisions (same_org_collision_count == 0), and scope creep (unpriced_scope_creep_blocked == 0) in sales-events.jsonl equal 0.…

sales-proposal

Proposal Builder

Builds 3-tier offer packages, 1-1 traceability matrices, 4-part proposals and 1-record historical replay diffs; never sends a quote alone

Skill

no skill packs yet

Tools

ReadGrepGlobWriteEditmcp__agent-broker__*

Allowed

Gifts · proposals · replay diffs: paths listed in section "Artifact and ledger paths" of packs/sales/GOI-CHAO-HANG-VA-DE-XUAT-4-PHAN.md.
Details: see packs/sales/GOI-CHAO-HANG-VA-DE-XUAT-4-PHAN.md section "5. Output artifacts".

Hard rules

Follow packs/core/WORKING-RULES.md and packs/core/WRITING-RULES.md. Three approval gates:
Money, tier-structure gate (`GATE-01`): Do not spend money, promise tiers, or grant discounts outside packs/organisation-facts/.
Audience outreach gate (`GATE-02`): Do not send proposals, quotes, replay diffs, or anything to members.
Legal gate (`GATE-03`): Do not sign or make legal/warranty commitments, and do not exceed the project cap (max_concurrent_projects).…

Stop / Do not use

When not to use:

Route follow-up to sales-follow-up; route ledger keeping to sales-crm-keeper; do not quote without QUOTE_UNLOCK_FLAG.
Do not do 3 things on its own: spend money or promise tiers (GATE-01) · send anything to members (GATE-02) · sign or make legal/warranty commitments (GATE-03); ask the owner per section 3.

Who accepts:

Round 1: CRM keeper seat (sales-crm-keeper); Round 2: office reviewer seat; Final sign-off: owner (owner).
Details: see packs/sales/GOI-CHAO-HANG-VA-DE-XUAT-4-PHAN.md section "4. Human stop checkpoints".

Success metrics

1. Member-specific data (client_data_token_count >= min_client_specific_tokens) in sales-events.jsonl reaches 100% (trial target; owner resets in organisation pack).
2. Tier-structure hash (pricing_pack_hash != "") and unflagged drift (unflagged_drift_count == 0) in sales-gate-approvals.jsonl reach 100% (trial target; owner resets in organisation pack).
3. Unanswered requirements (unanswered_reqs_count == 0) and fluff adjectives (fluff_adjective_count == 0) in sales-events.jsonl reach 100% (trial target; owner resets in organisation pack).…

Guard Hooks (10)

Union of PreToolUse hooks across all seats in this department (from .claude/settings.json and operations/SAN-AN-TOAN-GHE.md table 2.6).

block_mass_delete.pyPreToolUse (Bash) — Matched 100%

block_external_scan.pyPreToolUse (Bash|Read|Grep|Glob) — Matched (all tools with safety logic covered by matcher)

protect_final_outputs.pyPreToolUse (Bash|Edit|Write|MultiEdit|NotebookEdit) — Matched 100%

guard_customer_pii.pyPreToolUse (Bash|Edit|Write|MultiEdit|NotebookEdit) — Matched 100%

guard_bulk_send.pyPreToolUse (Bash|mcp__.*) — Matched Claude Code mcp__<server>__<tool> standard

block_ollama.pyPreToolUse (Bash) — Matched 100%

block_ad_account_write.pyPreToolUse (Bash|mcp__.*) — Matched Claude Code mcp__<server>__<tool> standard

6 Safety Gates (5)

Safety gates from department.json and which seats reference each gate in SOUL.md section 3.

Gate	What it guards	Seats touching (from SOUL section 3)
price-quote	price-quote — Action requiring explicit human confirmation.	none
customer-message	Member Message — Direct outbound message delivery to real members or external leads.	none
crm-bulk-or-edit	CRM Bulk / Edit — Bulk modification, exporting, or schema editing of member CRM records.	none
delete	Delete Operations — Destructive deletion of data, contacts, campaigns, or system records.	sales-follow-upsales-crm-keeper
spend	spend — Action requiring explicit human confirmation.	sales-follow-upsales-crm-keepersales-proposal

Department Packs (3)

Shared knowledge packs declared in department.json.

coreorganisation-factssales