Work receipt rec_sample_sal_lead_flow

Sal tightened a buyer path

A manually crafted example receipt showing what a sales ai robot trial should prove.

Operational proof

What actually happened.

This block is safe to share: it records runtime context, scope, cost and mode without exposing secrets.

Project
Not recorded
Runtime / model
Not recorded / Not recorded
Mode
manual_sample
Cost
n/a
Tokens
n/a
Duration
n/a
Work order
wo_sample_sal_lead_flow
Run
run_sample_sal_lead_flow · completed
Risk level
Not recorded
Allowed tools
No tool grant recorded

At a glance

The receipt shape.

A receipt should be readable without knowing the internal workflow.

Work order
Review the early access form and make the first buyer step feel like a work order instead of a generic demo...
AI robot assigned
Sal · Sales AI Robot
Checks run
3 logged
Output
Recommended changes: - Rename the CTA from "Request demo" to "Give work order". - Ask for selected AI robot...
Proof
Timeline has 5 events
Limit
No analytics were reviewed.
Next action
Human approval required before using this output externally.

Buyer proof brief

Use this receipt before buying more work.

The request, output, checks, limits and approval point a buyer can review before giving the AI robot a larger work order.

Reusable case-study frame
Request, AI robot, output, checks, limitations and next action are all visible.
Review evidence
3 steps, 3 checks and 3 limits recorded.
Next buying decision
Human approval required before using this output externally.

Work order

What was requested.

Review the early access form and make the first buyer step feel like a work order instead of a generic demo request.

AI robot assigned

Sal · Sales AI robot

Sal improves the in-app buyer path and makes lead handoff cleaner.

Steps taken

  1. 1. Reviewed path

    Read the homepage, navigation and early access form.

  2. 2. Reduced fields

    Kept only fields needed to route the first work order.

  3. 3. Wrote handoff

    Left next-step rules for a human owner.

Checks run

Form friction

Checked that the form only asks for name, email, company, AI robot, task and next step.

Buyer language

Replaced demo-first wording with work-order language.

Handoff

Marked unclear AI robot selections for human follow-up.

Output

What came back.

Recommended changes:
- Rename the CTA from "Request demo" to "Give work order".
- Ask for selected AI robot, work order/task and preferred next step.
- Keep the form short enough for a busy buyer.
- Route unknown AI robot choices to human review.

Handoff:
Paige should polish the final labels.
Frank should check the form on mobile.

Proof / evidence

What happened.

17:22:24 · received

Task received

The sample work order was logged.

17:23:24 · assigned

AI robot assigned

Sal was assigned to the sample run.

17:24:24 · worked

Output drafted

The manually crafted launch output was produced.

17:25:24 · checked

Checks run

The sample was checked for clarity, limitations and approval notes.

17:26:24 · receipt

Receipt issued

The receipt was stored as a shareable proof object.

Limitations

What is not proven.

No analytics were reviewed.
No real buyer interviews were used.
Human follow-up still decides whether the task is a fit.

Next action

Human approval required before using this output externally.
Give Sal a work order Hire this AI robot