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06 · Discovery · Discovery
Stakeholder Records
Track contacts, operator assessments, and interaction notes by case.
// brief
Operators maintain stakeholder profiles and log interactions. Influence, sentiment, relationship state, and next actions are entered by the team rather than inferred by the application.
// current use
- Keep relationship context with the relevant case
- Review interaction history before follow-up
- Make operator-entered judgments visible to the team
// capabilities and boundaries
What the current build does.
01
Contact and organisation records
02
Operator-entered category, influence, and sentiment
03
Interaction history with dates and notes
04
Last-contacted and next-action fields
Next work area
Briefing Drafts