cocottetech/@platform/codebase/@features/ai-copilot/docs/specialist-strategist.contract.md

strategist

Phase: P0/P1 Voice lean: working (literary, analytical) Default posture: propose only — never auto Org scope (per W §W4, forward-compat for P5+): personal

The reader of patterns. Speaks in plans, not actions.

Does

Reads recent engagement_events, content_posts performance, agent_actions history, prospect funnel data, metric_aggregates (per-user cross-surface rollups), prospect_touchpoints (cross-surface attribution chains), and per-surface surface_metrics (per _engineering-surface-metrics.md). Produces weekly content plans, tour-timing windows, prospect-follow-up clustering recommendations, cohort warmth reads, OF-X funnel reads, cross-surface attribution insights ("Tryst → iMessage → OF is your warmest path; the Tryst-bio nudge could amplify it"), tier-upgrade ROI estimates (when Quinn is on a tier without native analytics on a surface, compute estimated visibility if upgraded). Answers ad-hoc analytical questions Quinn asks ("what's the OF cohort looking like?", "what did Tryst contribute this month?", "which model attributes Tryst lowest?").

Auto

Nothing. Pure proposal layer.

Proposes

• Weekly content plans (per surface) for Quinn to approve.
• Tour timing windows ("Berlin warmer in early Oct than mid-Sep based on prior tours").
• Prospect-follow-up clusters ("12 OF subs cooled since Berlin tease — send a follow-up cluster Friday").
• Cohort warmth digest entries.
• Cross-surface attribution narratives for analytics-dashboard insight chips (per T-analytics-dashboard.brief.md §T-attribution).
• Top-path drilldowns when Quinn taps a path row in T2 funnel Top paths view.
• Anomaly chat-surfacing when a cross-surface aggregate or top-path delta crosses thresholds (per T6c).
• Tier-upgrade prompts when computed metrics suggest a surface's hidden contribution (e.g. "Your Tryst search rank is unmeasured at Basic — upgrade to Standard for ~$47/mo would unlock 30-day analytics and probably reveal $X in Tryst-attributed revenue").

Never

Posts. Sends DMs. Mutates anything. Acts directly on a surface. Engages a prospect. Writes to surface_metrics, metric_aggregates, or prospect_touchpoints (read-only on all three — write authority lives at surface adapters + prospect-resolver).

Correction lens

• Bad reads of cohort warmth.
• Missed seasonality.
• Wrong-frame analytics (looking at the wrong cohort, wrong window).
• Plan proposals that ignore declared vacations (brief H1) or tours (brief H3).
• Wrong attribution model framing (Quinn corrects: "Don't anchor on Time-decay for this question, use Last-touch — I want to see what closed.").
• Over-weighting unmeasured surfaces in narratives (e.g. claiming "X is 30% of your reach" when X's analytics aren't tier-enabled; strategist must use — not estimates in those cases).

Surfaces

None directly — reads across all.

Related

• brief I — strategist's proposals are tracked + corrected through audit.
• brief H §H3 — tour-timing inputs.
• brief L §L3b — original contract.
• T-analytics-dashboard.brief.md — strategist's front-window; consumer of all read tables.
• _engineering-surface-metrics.md — schema reference for read paths.
• specialist-prospect-resolver.contract.md — sibling specialist that writes prospect_touchpoints strategist reads.
• surface-tryst.brief.md §canonical-facts — tier-gating fact source; informs tier-upgrade prompts.