# LeadPilot — Authoritative Screen Inventory (Phase 3) **Document Version:** 1.0.0 (Phase 3 UX Architecture Lock) **Status:** Approved & Formally Recorded --- ## 1. Master Screen Inventory Matrix ``` +---------------------------------------------------------------------------------------------------------------+ | SCREEN ID | SCREEN NAME | PRIMARY PURPOSE | PRIMARY CTA | ROLE ACCESS | +---------------+------------------------+-------------------------------------+-----------------+--------------+ | LP-ONB-001 | Workspace Setup Wizard | 3-step rapid business initialization| Create Workspace| Owner | | LP-DASH-001 | Operational Dashboard | Daily command center & KPI triage | Add Lead | All Roles | | LP-ATTN-001 | Attention Hub (NLLB) | "No Lead Left Behind" urgent queue | Quick Action | All Roles | | LP-LEAD-001 | Lead Inbox (All Leads) | High-density lead list & filtering | + New Lead | All Roles | | LP-LEAD-002 | 360 Lead Detail View | Lead triage, AI card, notes, timeline| Follow Up | All Roles | | LP-LEAD-003 | Quick Lead Modal | Fast 6-field manual lead entry | Save & Qualify | All Roles | | LP-PIPE-001 | Pipeline Kanban Board | 5-stage visual sales board | Drag / Advance | All Roles | | LP-PIPE-002 | Pipeline List View | Tabular high-velocity stage triage | Update Stage | All Roles | | LP-PIPE-003 | Lost Reason Modal | Mandatory deal loss categorization | Confirm Lost | All Roles | | LP-FLW-001 | Follow-Up Center | Daily task schedule & overdue queue | Complete Action | All Roles | | LP-FLW-002 | Schedule Follow-up Modal| Date/time & reminder note scheduler| Save Follow-up | All Roles | | LP-SEQ-001 | Sequence Builder | Multi-touch staged sequence manager | Create Sequence | Admin, Owner | | LP-TMPL-001 | Template Library | Reusable email/message copy builder | + New Template | All Roles | | LP-SRC-001 | Lead Sources Overview | Ingestion channels health & stats | + New Source | Admin, Owner | | LP-SRC-002 | Embed Form Builder | HTML/JS form snippet generator | Copy Embed Code | Admin, Owner | | LP-SRC-003 | Capture Landing Page | Public standalone lead landing URL | Copy Public URL | Admin, Owner | | LP-SRC-004 | Inbound Webhook Mapper | Dynamic JSON payload key mapper | Save Mapper | Admin, Owner | | LP-IMP-001 | CSV 3-Step Importer | Guided CSV file upload & column map | Start Import | Admin, Owner | | LP-SET-001 | Workspace Settings | Profile, timezone, currency, hours | Save Settings | Admin, Owner | | LP-SET-002 | Team Management | User invites, role assignment | Invite Member | Admin, Owner | | LP-SET-003 | API Keys & Webhooks | Developer token management | Generate Key | Admin, Owner | | LP-SET-004 | Licensing & Entitlement| License key verification & grace | Activate Key | Owner | | LP-ADM-001 | Super Admin Health | Global health, queue, AI telemetry | Run Diagnostics | Super Admin | +---------------------------------------------------------------------------------------------------------------+ ``` --- ## 2. Detailed Screen Specifications (Core Screens) ### LP-DASH-001: Operational Dashboard * **Route:** `/dashboard` * **Purpose:** Provides an immediate answer to: *"What happened since yesterday, and what requires my immediate attention today?"* * **Visual Hierarchy:** 1. *Contextual Header:* Greeting + Workspace Name + `+ Add Lead` CTA button. 2. *Attention Banner (P0):* "7 leads need immediate attention" $\to$ Direct link to Attention Hub. 3. *KPI Metric Strip:* New Today, Needs Response, Follow-ups Due, Hot Leads, Won Deals, Conversion Rate. 4. *Speed-to-Lead & Recovery Bar:* Median Response Time (e.g. `12 min`) + Leads Recovered (e.g. `4 leads ($28,000)`). 5. *Live Activity Stream:* Compact chronological feed of team actions. --- ### LP-ATTN-001: "No Lead Left Behind" Attention Hub * **Route:** `/leads/needs-attention` * **Purpose:** The signature action screen. Surfaces all overdue responses, missed follow-ups, and stale proposals in an actionable triage queue. * **Component Structure:** * Categorized Queue Tabs: `All Attention Items (7)`, `Response Overdue (2)`, `Follow-up Due (3)`, `Stale Proposals (2)`. * Attention Item Card: Lead Name, Company, Current Stage, Idle Duration Badge (e.g., `Idle 3 days`), Urgency Chip (`URGENT`), AI Intent Summary, and 1-Click Action Buttons (`[Send Follow-up]`, `[Mark Contacted]`, `[Reschedule]`, `[Snooze 24h]`). * **Empty State:** Celebratory "Inbox Zero" illustration: *"All leads are attended to! Zero neglected opportunities."* --- ### LP-LEAD-002: 360 Lead Detail View * **Route:** `/leads/{uuid}` * **Purpose:** The definitive operational cockpit for a single lead. * **Layout Structure (2-Column Grid):** * **Left Column (Primary - 65% width):** * *Lead Header:* Name, Company, Stage Badges, AI Score Badge (`HOT 88/100`), Assigned Owner. * *Quick Action Bar:* `[Follow Up]`, `[Mark Contacted]`, `[Advance Stage]`, `[Add Note]`, `[Mark Won/Lost]`. * *AI Intelligence Card:* Score Rationale, Detected Intent & Budget, Fit Summary, Recommended Next Action. * *Inquiry Details:* Raw message, source channel, custom parameters. * *Activity & Notes Timeline:* Unified stream of notes, stage movements, and follow-up touchpoints. * **Right Column (Contextual - 35% width):** * *Active Follow-up Box:* Scheduled date/time, attached sequence step, 1-click template launcher. * *Contact Info:* Verified Email, Verified Phone (with Click-to-Call / WhatsApp trigger), Website, Location. * *Commercial Value:* Estimated deal value, currency, creation date. --- ### LP-PIPE-001: Pipeline Kanban Board * **Route:** `/pipeline` * **Purpose:** Visual drag-and-drop management of active opportunities across 5 standard stages. * **Stages:** `New` $\to$ `Contacted` $\to$ `Qualified` $\to$ `Proposal` $\to$ `Won`. * **Terminal Dropzone:** Bottom-right slide-up dropzone for `Drop here to mark Lost` (triggers LP-PIPE-003 Lost Reason modal). * **Column Headers:** Stage Name + Card Count + Total Stage Deal Value (e.g. `Proposal (4) — $48,000`). * **Card Details:** Lead Name, Company, AI Temperature Chip, Estimated Value, Days in Stage, Follow-up Status indicator.