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.
Work receipt rec_sample_sal_lead_flow
A manually crafted example receipt showing what a sales ai robot trial should prove.
Operational proof
This block is safe to share: it records runtime context, scope, cost and mode without exposing secrets.
At a glance
A receipt should be readable without knowing the internal workflow.
Buyer proof brief
The request, output, checks, limits and approval point a buyer can review before giving the AI robot a larger work order.
After this proof
A receipt should make the next decision concrete: read the resume, compare non-binding pricing examples, inspect the advanced workflow, or send one more small work order for human review.
Work order
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 improves the in-app buyer path and makes lead handoff cleaner.
Steps taken
1. Reviewed path
Read the homepage, navigation and early access form.
2. Reduced fields
Kept only fields needed to route the first work order.
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
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
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
Next action