Technical Guide for Admin Users
Comprehensive reference for Scale Growth Advisors platform operators. Documents sovereign revenue infrastructure (OMEGA), customer-facing AI operations (SARAH), and the Layer-3 enterprise API hub (SOPHIA). Updated 2026-07-02.
Part I — OMEGA Revenue Engine
OMEGA is the sovereign RevTech stack behind Scale Growth Advisors — company and contact intelligence, enrichment, intent, outreach, ABM, paid media absorption, and outcome-based lead delivery. It replaces the fragmented martech/salestech stack with one operational database and 138 native engines.
Footer canon: Scale Growth Advisors · OMEGA Revenue Engine · Sovereign By Design · 34.7M Enterprise Features · 25,000 Industry Modules
What OMEGA replaces
OMEGA absorbs capabilities traditionally spread across ZoomInfo, Apollo, Clay, 6sense, Outreach, Salesloft, HubSpot Operations Hub, Meta/Google ad tooling, attribution platforms, and sales-enablement suites — rebuilt as sovereign engines under the omega schema with pay-per-result metering where applicable.
Core data principles
- Sovereign store — companies, contacts, locations, and provenance live in your database, not a rented third-party CRM.
- Waterfall enrichment — email and phone finders run internal providers in priority order; credits charge only on valid hits.
- Identity graph — people resolve across emails, phones, LinkedIn, and pixel sessions to one canonical record.
- Signal layer — intent, triggers, tenders, and buy-readiness feed sequences, alerts, and AI agents automatically.
- Compliance by design — suppression lists, DNC screening, clean-room joins, RBAC, and immutable audit logs.
Platform build — 20 phases
Each phase is a shipped capability group in the OMEGA operational portal. Phases 1–17 cover data through outcome-based delivery; phases 18–20 absorb creative, attribution, and sales-ops RevTech.
Phase 1 — Data Foundation & Identity GraphSovereign company/contact store, registry IDs, hierarchy, technographics, ingestion, identity resolution, credit scoring, change tracking, entity-match API.
Phase 2 — Search & List BuildingAdvanced search, saved searches, dynamic lists, ICP builder, natural-language search, TAM/lookalike, buying-committee mapping, vertical list templates, list manager.
Phase 3 — Waterfall EnrichmentWaterfall orchestration, email/phone finders, provider marketplace, enrichment runner, CRM enrichment, form enrichment, decay monitor, credit metering.
Phase 4 — Verification & Data QualityEmail verification, phone validation, accuracy guarantee, dedupe/merge, data health center, continuous re-verification, address hygiene, research-on-demand.
Phase 5 — Intent & SignalsBuyer-intent engine, trigger-event detector, tender/award signals, buy-readiness model, real-time alerts, signal-to-workflow triggers.
Phase 6 — Website De-anonymizationSuperPixel tracking, reverse-IP to company, person-level resolution, IP-household scoring, account activity timeline, audience sync to ad platforms.
Phase 7 — Sales Engagement / OutreachMultichannel sequences, AI personalisation, email warm-up, dialer, LinkedIn safe-mode, conversation intelligence, unified inbox, A/B variants, meeting scheduler.
Phase 8 — AI Agents & OrchestrationInbound routing, data orchestration (spreadsheet), AI research agents, NL workflow builder, conditional/fallback columns, format/clean toolkit, outbound/inbound/ops agents.
Phase 9 — ABM & Account IntelligenceAccount scoring, buying-group intelligence, account plans, stakeholder maps, engagement scoring, expansion signals, partner overlap.
Phase 10 — Integrations, API & ExtensionREST API, webhooks, CRM sync, reverse-ETL, browser extension wire, warehouse connectors, OAuth apps, SDK surfaces.
Phase 11 — List Products & Data LicensingLicensed list exports, compliance-scrubbed datasets, industry packs, refresh subscriptions, API metering for data products.
Phase 12 — Compliance & TrustGDPR/CCPA tooling, suppression lists, consent ledger, DNC screening, audit trails, RBAC, data retention policies, clean-room joins.
Phase 13 — Platform, Billing & AnalyticsAccount billing, credit wallets, usage dashboards, team management, SSO/SAML, workspace settings, platform analytics.
Phase 14 — Email Sending InfrastructureDedicated sending domains, SPF/DKIM/DMARC monitoring, reputation pools, bounce handling, deliverability dashboards, warm-up automation.
Phase 15 — Data-Collection InfrastructureSovereign scraping moat, registry crawlers, technographic probes, job-change detection, funding/M&A ingestion, tender monitors.
Phase 16 — AI SDR & Voice AgentsSARAH/SOPHIA plug-in for outbound voice, AI SDR sequences, voicemail drop, live coach, IVR builder, call recording + transcription.
Phase 17 — Outcome-Based Lead DeliverySGA business model — pay for qualified meetings, SQL/EQL delivery, campaign fulfillment ledger, client reporting, Bob payment workflow.
Phase 18 — RevTech Absorption (Round 1)Creative, paid media, brand kit, ad compliance, CTV/programmatic, conversational checkout, WhatsApp Business API, server-side conversion API.
Phase 19 — RevTech Absorption (Round 2)Attribution (6 models), MMM, SEO agent, landing-page generator, DAM, mobile measurement, UGC marketplace, first-party click tracker.
Phase 20 — RevTech Absorption (Round 3)Sales enablement, CPQ, e-sign, KYC, sales tax, forecasting, customer health, NPS/surveys, loyalty, affiliate, pricing intelligence.
Operational engines (138)
Every engine below is a native OMEGA capability — not a third-party API wrapper. Admin users manage these through the OMEGA Leads operational portal and associated admin surfaces.
| Engine | Description |
|---|---|
| Company & Contact Store | The unified sovereign data store — companies, contacts, locations with firmographics, multi-region registry IDs and provenance. |
| Company Hierarchy | Parent / subsidiary / branch group-structure modelling across the corporate tree. |
| Multi-Region Entity Linkage | Official-registry identifiers — ABN, NZBN, Companies House, DUNS, EIN, SIREN, VAT — indexed for registry matching. |
| Technographic Engine | Detects the technology stack behind any domain — CMS, ecommerce, analytics, frameworks, CDN, hosting, security. |
| Ingestion Pipeline | Source-agnostic ingestion — normalises arbitrary feeds to the schema, dedupes on domain / work-email, logs every source. |
| Identity Resolution | Resolves people across emails, phones, LinkedIn and devices to one canonical identity; atomic collision-merge. |
| Credit-Risk Scoring | Sovereign 0-100 credit score, A-D band and risk level from financial statements and registered charges. |
| Change Tracking | Automatic change detection — headcount, firmographic, hierarchy and job-change events recorded to the historical change log. |
| Data Freshness Scheduler | Rolling re-crawl scheduler — flags records past their freshness policy, queues them, and takes versioned dataset snapshots. |
| Entity-Match API | Resolves partial company info — domain, registry id or fuzzy name — to a stored company with a match method and confidence. |
| Advanced Search | Multi-filter search across companies, contacts and consumers — 65 whitelisted, injection-safe filters. |
| Saved Searches & Dynamic Lists | Named saved searches and dynamic lists that auto-refresh — re-running the filters so the list stays current as new records arrive. |
| ICP Builder & Market Profiler | Weighted Ideal-Customer-Profile scoring (0-100 fit, A-D band) per company, plus a market profiler over the company store. |
| AI Natural-Language Search | Plain-English market queries translated to structured filters and run — sovereign rules parser, optional US-3 vLLM upgrade path. |
| TAM / Lookalike / Expansion | Sizes the total addressable market for an ICP, shows expansion headroom per relaxed criterion, and finds lookalike companies from a seed set. |
| Buying-Committee Mapping | Classifies a company’s contacts into buying-committee roles (decision-maker / champion / influencer / gatekeeper / user) and recommends who to contact by reach score. |
| Vertical List Templates | A shipped catalog of 14 industry-pack list templates — named, vertical-tagged filter sets runnable in one click. |
| List Manager | Named static lists — build from search, segment by filter, dedupe, and export to CSV. |
| Waterfall Orchestration | Runs sovereign enrichment providers in priority order — first hit wins, fallthrough on miss, every attempt logged. |
| Email Finder | Finds the best work email over the waterfall (8 sovereign pattern providers), lists candidates + personal guesses, enriches contacts. |
| Phone Finder | Finds mobile / direct-dial via sovereign lookups — contact store, identity graph, matched consumer record — over the waterfall. |
| Provider Marketplace | A metered catalog of Omega’s own sovereign capabilities — invoked through one interface, billed under one account. No 3rd-party vendor APIs. |
| Enrichment Runner | Unified enrichment in three modes — single contact, bulk (list-driven), and stateless API — over the email + phone finders. |
| CRM Enrichment | Keeps CRM contacts complete — instant on-demand enrichment and a scheduled batch pass over incomplete records. |
| Inbound Form Enrichment | Resolves a web-form submission in real time — derives the work domain, matches/creates the company and contact, flags free-email leads. |
| Data-Decay Monitor | Scores each contact’s data decay (job changes, staleness) and queues high-decay contacts for re-enrichment. |
| Credit Metering | Pay-per-valid-result — a metered enrichment charges a credit only when a result is found; misses are free. Atomic balance + transaction ledger. |
| Email Verification | Sovereign multi-point email verification — syntax, MX, disposable-domain, role-account and free-domain checks with a 0-100 deliverability score. |
| Phone Validation | E.164 normalisation, country + line-type detection, DNC-registry screening and name-ownership cross-check. |
| Accuracy Guarantee / Credit-Back | Bad data reported (bounce, wrong number) auto-refunds the credit charged for it, capped at what the account paid — with an accuracy report. |
| Dedupe / Merge Engine | Detects duplicate companies (fuzzy name + country), merges the most-complete survivor, fills its NULLs, repoints references, logs the merge. |
| Data Health Center | Field-coverage, gap detection and staleness across the store rolled into an overall health score with versioned snapshots. |
| Continuous Re-verification | Re-verifies aging contact data — finds stale / unverified emails and re-runs verification to keep statuses fresh. |
| Research-on-Demand Queue | Custom data requests the platform cannot auto-source go to a human researcher: queued → in-progress → fulfilled / rejected. |
| Address Hygiene / Suppression | Postal-address standardisation, a do-not-contact suppression list with scrub, and change-of-address (NCOA) tracking. |
| Buyer-Intent Engine | Records intent events against a topic taxonomy and computes per-company windowed intent scores with surge detection. |
| Trigger-Event Detector | Surfaces growth triggers — hiring and leadership-change auto-derived from the change log; funding / M&A / expansion recorded externally. |
| Tender / Award Signals | Captures tenders won, contract wins, awards and grants, and feeds them into the trigger surface with signal strength. |
| Buy-Readiness Model | Aggregates intent and trigger / award signals into a per-company 0-100 buy-readiness score and buying stage (cold → hot). |
| Real-Time Signal Alerts | Alert rules evaluate the signal layer (intent surge, triggers, buy-readiness) and emit in-app / email / slack alerts. |
| Signal-to-Workflow Triggers | Closes the signal→action loop — a fired signal auto-runs a workflow: add the company to a list or raise a follow-up task. |
| SuperPixel — Website Tracking | First-party JS site tag: registers a customer site, issues an opx_ key, and collects visitor hits (IP, page, referrer, UA, session). |
| Reverse-IP → Company | CIDR→company table with GiST containment, longest-prefix winner, and idempotent back-fill of pixel-hit visitor identity. |
| Person-Level Visitor Resolution | Resolves a pixel session to a contact via additive rules: token-borne ?lt= (95), email-param ?em= (90), UA+IP echo of prior resolutions (65). |
| IP-Household Scoring | Classifies each visitor IP into corporate / single-person / shared / transient / unresolved with a 0-100 coherence score — no cookies. |
| Account Activity Timeline | Chronological touchpoint feed per company — web visits + ad landings + content + triggers + awards + intent surges; idempotent dedup ingest. |
| Audience Sync — Meta / Google / LinkedIn | Defines an audience (contacts or companies) and emits platform-native SHA-256-hashed email files for upload to each ad platform. |
| Multichannel Sequence Builder | Sequences of ordered steps across email / linkedin / call / sms / whatsapp with day-offset delays; enrolment, tick scheduler, lifecycle. |
| AI Personalisation (Merge + LLM) | Three-kind token engine — built-in field merges, computed-SQL tokens, and LLM-generated lines (Qwen3-8B with deterministic fallback). |
| Email Warm-up + Deliverability | Per-mailbox daily ramp, rolling 7-day reputation scoring, three auto-pause guardrails (bounce>5% / spam>0.5% / rep<70). |
| Dialer + Cold-Calling | Outbound queue with 4 dialing modes, priority + SKIP-LOCKED dispatch, 9 dispositions; DNC stops sequences, qualified flips to replied. |
| LinkedIn Safe-Mode (channel handler) | 6 action kinds with per-kind daily caps + 60s jitter; paused/restricted refusal; drains sequence_event linkedin channel into action log. |
| Conversation Intelligence | Per-call AI summary + sentiment + objection/next-step extraction + talk-ratio + topics; configurable coaching rubrics → A-F grades. |
| Unified Multichannel Inbox | One thread per (account, contact) interleaving email / linkedin / call / sms / whatsapp messages; mark-read, snooze, close lifecycle. |
| A/B Variants + Playbooks + Prioritised Tasks | Deterministic hash-weighted A/B variant picker, playbook = sequence + segment filter, 3-source UNION task queue across sequence/li/call. |
| Meeting Scheduler | Per-host timezone + working hours + slot/buffer/cap/advance-notice; free-slot derivation and atomically-validated booking ledger. |
| Inbound Routing + Nurture | Priority-ordered JSONB rules; three actions (enrol-sequence, nurture, assign-rep); first-match wins; idempotent process loop. |
| Data Orchestration (Spreadsheet) | Clay-style rows × typed columns (field / static / formula / llm) over company/contact/generic entities; safe-eval formulas + LLM fallback. |
| AI Research Agents (Claygent) | Autonomous research over 6 sovereign surfaces (company/intent/trigger/award/tech/timeline); per-agent dimensions + LLM summary + fallback. |
| NL Workflow Builder (Sculptor) | Plain English → JSONB step list (filter/score/action); 12 country + 9 seniority aliases + industry/employee/action verbs; 3 terminal actions. |
| Conditional / Branching / Fallback | Extends data orchestration with conditional (first-truthy branch wins) and fallback (first non-empty source wins) column kinds. |
| Format & Clean Toolkit | 8 pure cleaners (email/phone/name/title/url/domain/dedupe/concat) + ai_clean with LLM fallback; E.164 phones, audit-logged batch mode. |
| Outbound Agent (Signal-Driven) | Watches intent/trigger/award/buy-readiness; composes 4-action chain (enrol/call/research/list) per matched company; idempotent re-runs. |
| Inbound Agent (Intent-Response) | Watches pixel-high-intent / pixel-repeat / inbound-reply / form-fill; 3-action chain per contact (assign/enrol/list); idempotent re-runs. |
| Ops Agent (CRM Maintenance) | 7 maintenance job kinds wrap dedupe/hygiene/data-health/decay/reverify/verify-email/verify-phone engines; subprocess-dispatched with timeout. |
| HTTP Action Column | Generic outbound HTTP cells with {Col} URL/body interpolation + JSON-path extract; 5s timeout; non-2xx → cell failed with status captured. |
| Web Scraper (Clay / Wiza) | 5 target kinds, regex selectors with first-capture extraction, URL interpolation, custom headers, raw excerpt; mockable for tests. |
| Account Scoring + Prioritisation | 3-pillar composite: fit (ICP) × intent (signals) × engagement (activity); 0-100 total → 1-5 priority tier; idempotent re-score. |
| ABM Ad Orchestration | Multi-platform campaigns with tier/list/icp target resolution, per-day impression ledger, conversion loop from pixel/sequence/booking surfaces. |
| Revenue Attribution (5 Models) | Per-deal split across pixel/ad/sequence/call touches under first / last / linear / time-decay / u-shaped models; idempotent recompute. |
| Account Context Cards | Markdown brief per company composed from 8 surfaces (firmographics + score + intent + triggers + awards + tech + activity + sequences). |
| CRM Connectors (5 providers) | Single adapter behind Salesforce, HubSpot, Pipedrive, Dynamics, Zoho; provider-specific shapes for endpoint, auth, wrap, field renames. |
| Sales-Engagement Connectors (4) | Push prospects into Outreach / Salesloft / Instantly / Smartlead with each provider's JSON:API / batch / URL-slot payload shape. |
| Chrome Extension + Ingest | Manifest-v3 extension scrapes LinkedIn / Sales Nav profile DOM + relays to ingest endpoint; idempotent contact upsert on linkedin_url. |
| Public REST API + Webhooks | 4 endpoints (search/enrich/verify/intent) under per-token scoped auth; 5 webhook events with HMAC-SHA256 signed deliveries. |
| MCP Server (stdio JSON-RPC) | Sovereign Model Context Protocol stdio server; 4 tools wrapping the public API; auth via OMEGA_API_TOKEN env; --emit-config for Claude. |
| Warehouse Destinations + Reverse-ETL | Snowflake CSV+COPY / BigQuery NDJSON+bq load / Databricks CSV+dbutils export with per-provider manifest; reverse-ETL upserts contacts/companies. |
| iPaaS Connectors (Zapier/Make/n8n) | 3-platform install + 3 polling triggers (new-contact/new-deal/intent-surge) with µs-precision cursors; native manifests for each platform. |
| AI Creative Generation (image/video/UGC/avatar) | Creative briefs → multi-variant renders for image/video/UGC/avatar across FB/IG/TikTok/Google formats; quality-scored variants per brief. |
| Multi-channel Ad Bulk-Launch | Native ads-manager UI for Meta/TikTok/Google/Snap/Pinterest/Taboola; bulk launch jobs with per-campaign/ad-set/ad record + outcome counters. |
| Bulk Rules Engine (paid-media autonomy) | Pause-low-ROAS · scale-winners · CPA alerts · budget caps · ad-fatigue rotation with per-rule fire ledger and JSON action payloads. |
| Competitor Ad Library + Popularity Index | Index every competitor ad seen across platforms with dedupe + times-seen counters; popularity_index() ranks per industry+platform. |
| Brand-Kit Memory Layer | Per-account brand profiles (logos, palette, typography, voice_tone, taglines, do_not_say); brand_check() blocks creative with forbidden phrases. |
| Reverse-ETL (warehouse → 250+ destinations) | Define syncs from any omega.* source table to destination/dest_object pairs with column_map + natural_key + cadence; run with CDC high-water tracking. |
| Identity-Resolution Waterfall | Ordered tiers (deterministic + probabilistic) with rule JSON + per-tier confidence; waterfall_match returns FIRST tier that matches. |
| AI Decisioning (UCB1 multi-armed bandit) | Per-policy arms (channel × message) with pulls/rewards counters; choose_arm() runs UCB1, record_reward backfills the last event. |
| Match Booster (cookieless audience onboarding) | Per-destination audience sync (Meta/Google/TikTok/LinkedIn/CTV) with submitted/matched counters per identifier_kind; +12% identity lift. |
| Visual Journey Canvas (splits + holdouts) | Per-account journeys with entry_filter + holdout_pct (deterministic by contact-hash); steps email/sms/whatsapp/call/wait/split/webhook/exit. |
| Direct Mail (verified addresses) | Per-country postcode regex verify (AU/US/GB/CA/NZ/DE/FR) with deliverable={yes,no,vacant,pobox,unknown}; send + cost ledger. |
| CTV / Programmatic Video | Per-campaign CTV with target_account_ids[] + target_contact_ids[]; impression ledger with device_kind + completion_pct + cost. |
| Conversational Checkout (chat → pay) | Per-session cart + subtotal + pay-link generation; capture_payment flips session to paid; channels whatsapp/sms/email/rcs/instagram. |
| WhatsApp Business API native | Multi-number routing pool (green/yellow/red quality tiers) with per-day caps; template library (utility/marketing/auth) with interactive buttons. |
| IVR Builder + Call Recording + Transcription | Drag-and-drop inbound voice tree (ivr_tree + ivr_node + ivr_call_log); menu/transfer/voicemail/hangup actions; per-call recording + STT. |
| Server-Side Conversion API Gateway | Normalised wire (first-party pixel) → Meta CAPI / Google Enhanced Conv / TikTok Events / Pinterest CAPI / Snap CAPI / LinkedIn Insight / Axon Pixel with sha256 PII hashing + per-dest dispatch ledger. |
| Approval Workflows + RBAC + Audit Log | Per-workflow required_role + risk_kind; rbac grants honour revoke; every decide() entry written to immutable ops_audit_log. |
| SEO Agent (audit + content + Core Web Vitals + rank) | Per-page heuristic_audit covers title length, meta_desc, h1 count, LCP/CLS/INP, schema, broken links; suggested_fix per issue; rank tracker. |
| Landing-Page Generator + A/B CRO | Per-slug pages with brand_kit binding; multi-variant diffs; A/B tests pick winner by conversion rate (≥min_visitors gate). |
| DAM + Smart Tagging + Ad-Compliance Audit (37 rules) | Content-hash dedupe asset index; auto_tag with confidence; compliance_check runs 37 Meta/Google/TikTok policy rules → pass/warn/fail. |
| Mobile Measurement Partner (MMP) | Per-app install attribution with deferred-deep-link · postback chain · fraud-score heuristic (<5s install + suspicious MAID). |
| Conversation Intelligence + Live Coach | 10-intent regex classifier on call transcripts + objection-library pattern match → whisper-coach signal with rebuttal markdown. |
| UGC Creator Marketplace | Per-platform creator index w/ niches/countries/engagement; brief + invite + submit + approve + pay + perf tracker + ROAS. |
| First-Party Click Tracker | Server-side click_id mint w/ UTM passthrough + bot-fraud score (no-UA, ua-bot-string, no-referrer-paid) + conversion ledger. |
| Real-time Event Streaming Bus | Sovereign streaming = topic + append-only events + per-consumer cursor + replay + LISTEN/NOTIFY for sub-second wakeup. |
| Marketing Mix Model (MMM) | Per-channel Hill saturation fit (alpha × beta × half_sat) via closed-form grid + 200-step gradient walk for budget reallocation. |
| Multi-Touch Attribution (6 models) | first / last / linear / U / W / time-decay / data-driven — credit_cents sum balances to deal value across every touch in the contact journey. |
| Visitor Reverse-IP De-anonymization | CIDR → company_id map; per-session aggregator stamps matched company on every pageview; alert ledger for sales triggers. |
| Conversational Web Chat → Qualified Booking | Chat session w/ visitor + agent messages; BANT-style 4-signal tally; ≥3 signals → qualified + booking URL minted. |
| Per-Prospect Personalized Video | pv_template with {{vars}}; render queue + open/play/complete events per render; vars substituted into final_script before render. |
| Sales Gifting Orchestration | Per-sku catalog with eligible_countries + budget gating; opt-in flow (sent → yes/no) → ship (with tracking) → delivered. |
| Per-Account Web Personalization | Per-page variant catalog with target_filter JSON; pick_variant returns highest-priority match + falls back to default {}. |
| Buying-Group / Decision-Committee Scoring | 7 role weights (economic_buyer 1.0 … blocker -0.5); composite = Σ(role × influence × engagement) + risk flags. |
| PR / Media Monitoring as Intent | Per-mention ingest with sentiment + topic tag (funding/hiring/m&a/breach/layoffs); boost = base × topic_mult × sentiment. |
| Forecasting + Pipeline Accuracy | Per-period deals with stage/win_prob/value; snapshot computes pipeline + weighted + won; <80% target → forecast_alert fires. |
| Customer Health Scoring + Churn Prediction | Composite = 0.35 × usage + 0.25 × sentiment + 0.20 × support + 0.20 × payment; bucket low/medium/high/critical + per-axis risk reasons. |
| Email Warm-Up + Reputation Pool | Per-sender daily_send_cap with auto reset; canary checks score warmth (inbox-rate 30d window); >50% spam-folder dominance → blocked tier. |
| Browser-Extension Lead Extraction Wire | Server-side normaliser: linkedin_capture payload → contact + company rows + email-format heuristic guess with confidence. |
| AI SDR Email Coach | Sentiment + CTA-strength scoring + weak-CTA auto-rewrite ("hop on a call" → "book a call") + response-prediction. |
| Inbox Triage + Reply Classification | 7-category regex classifier (OOO / book-meeting / interested / not-interested / forward / wrong-person / later) with routed_to. |
| Lakehouse Query Layer (Iceberg/Starburst/Onehouse) | lakehouse_table_registry + lakehouse_view (materialized opt) + lakehouse_query_log with rows/bytes/duration/cache-hit metrics. |
| E-Signature Automation | esign_template + esign_envelope w/ {{vars}} render + esign_recipient (multi-signer order) + esign_event ledger (sent/viewed/signed). Auto-flips status to signed when all recipients signed. |
| Identity Verification / KYC | kyc_check w/ 5 providers · kyc_doc multi-kind (passport/ID/utility/selfie/registration) · kyc_decision with risk_flags[] + verdict. |
| CPQ — Config / Price / Quote | cpq_product + cpq_price_rule (volume_tier/contract_term/promo) + cpq_quote/quote_line auto-apply rules. Volume tiers discount % at thresholds. |
| Sales Enablement + Content Tracking | enablement_asset (8 kinds) w/ persona/industry/stage tags · asset_share token-gated · asset_view per-view + completion % engagement scoring. |
| Buyer-Intent Marketplace Ingest | intent_market_provider (9 sources) + intent_market_topic per provider + intent_market_surge per company. top_surges() ranks by score over window. |
| Partner Co-Customer Discovery | partner_account (6 kinds) + partner_overlap (5 relations dedupe) + partner_introduction request workflow. co_customer_count per partner. |
| Sales-Tax Automation | tax_jurisdiction + tax_rate (gst/vat/sales/use/digital-services) + tax_calculation. calculate_tax(country, region, product_class) sums rates. |
| Email Reputation + SPF/DKIM/DMARC Drift | email_domain_health w/ SPF regex parser (pass/soft_fail/fail/invalid), DMARC p= extract; email_reputation_snapshot composite (Postmaster + Talos + RBL). |
| Cold-Call Routing (sovereign — FreeSWITCH) | call_route w/ 6 target_kinds (sip_extension/external_pstn/queue/voicemail/voicebot_ext/dialplan) + call_attempt w/ 10 dispositions. |
| Lead-Magnet Landing Pages + Progressive Profiling | magnet_page (10 kinds) w/ progressive_fields[] tracker; magnet_capture computes completion_pct vs total fields per visit. |
| Webinar Funnel + Attendance Scoring | webinar (7 platforms) + webinar_registrant w/ attended_min + questions_asked + polls_answered → composite attendance_score. |
| Survey + NPS → Profile Enrichment | survey (7 kinds: nps/csat/ces/etc) + survey_response auto-classifies promoter/passive/detractor + sentiment scoring on free_text. |
| Customer Reference / Case-Study Automation | customer_reference w/ opt_in_status + cooldown_days + multi-tag (use_cases/industries/sizes); find_references narrows by criteria + respects cooldown. reference_request audit trail. |
| Affiliate Program Management | affiliate_program w/ commission_pct + cookie_days; affiliate per-handle referral_code; affiliate_conversion auto-computes commission_cents. |
| Loyalty + Referral Engine | loyalty_program w/ point_per_dollar + redeem_rate; loyalty_account w/ referred_by; loyalty_event ledger; earn/redeem/referral_success. |
| Cross-Platform Notes / Transcription Unifier | meeting_recording (8 sources: Otter/Fathom/Read.ai/Grain/Fireflies/etc); extract_action_items uses verb-cue regex; meeting_topic tagging. |
| Sales Engagement Deep-Integration | sales_engagement_connection (7 platforms) + sales_engagement_sequence per remote_id + sales_engagement_push w/ status (queued/sent/dup/rejected/failed) + push_outcomes() aggregation. |
| Pricing Intelligence (competitor SaaS scrape + alert) | pricing_target per vendor/product; pricing_snapshot per-pull plans[] + sha256 dedupe; auto pricing_alert on price_drop/increase/plan_added/removed. |
| Data Clean-Room / Privacy-Safe Joins | clean_room w/ matching_keys[] + min_match_threshold (k-anonymity); run_join refuses to disclose if overlap < threshold; pre-hashed wire. |
Intelligence layer — VM Drop, atlases & fit pages
The OMEGA intelligence layer converts enriched company data into outbound revenue motion — not generic sequences, but sovereign, per-prospect artefacts: personalised voicemails, psychographic playbooks, ecosystem atlases, and requirement-matched fit pages.
OMEGA VM Drop — personalised sovereign voicemail
Every prospect receives a unique ~50-second voicemail — their name, company, industry pain, and region — spoken in SARAH's native voice and delivered through OMEGA's dual-leg drop architecture. Blast-voicemail vendors record once and play the same clip to millions. OMEGA composes, renders, and dials one message per lead, on sovereign infrastructure, with a YES-SMS gate that hands only high-intent responders to a senior advisor.
Category-defining capability. Rented VM-drop services cannot personalise at scale without linear cost explosion. OMEGA generates script, renders TTS, and executes the drop in a single autopilot pass per lead — integrated with the same identity graph, enrichment, and campaign ledger as the rest of the platform.
Why OMEGA VM Drop is unlike anything else
- True 1:1 personalisation — not mail-merge tokens on a fixed WAV. Each audio file is written and rendered fresh for that contact, that industry, that geography.
- Industry-native pain language — 25 vertical templates with operator-grade pain lines (e.g. hold times for call centres, cart recovery for e-commerce) matched automatically from lead category.
- Sovereign voice, not a third-party TTS API — XTTS on owned metal; multilingual delivery across eight region groups without sending prospect data to external speech vendors.
- Dual-leg delivery mechanics — parallel call legs engineered to reach the mailbox recording path after the greeting, not a single-leg ring-and-hang-up trick that carriers and filters block.
- Intent filter built in — the VM is step one; reply YES is step two; human confirmation is step three. Pipeline quality rises because only responders enter the callback queue.
- Compliance-first scheduling — local timezone resolution from phone, country, and state/province; business-hours-only dialling with auditable block reasons.
Autopilot pipeline (per lead)
- Import — lead enters campaign with phone, name, company, category, country, and state.
- Window check — resolve region, timezone, and language; allow or block based on local Mon–Fri 09:00–17:00.
- Script build — compose unique copy from industry template + personal fields + optional campaign brief; validate word count and CTA.
- TTS render — generate unique WAV; reject if duration exceeds ~50 seconds.
- VM drop — dual-leg PSTN delivery via SARAH Switch; log disposition (played, dry-run, failed).
- YES reply — inbound SMS matched to lead; multilingual YES keyword detection.
- Callback queue — senior advisor notified; manual confirmation call completes the high-intent handoff.
- Per-lead script composition — Every prospect gets a unique script — first name, company name, industry-specific pain line, region/state localisation, and optional campaign brief. No shared blast recording.
- 25 industry verticals — Pain-matched templates across the SGA industry catalog — call centres, agencies, SaaS, healthcare, hospitality, finance, and 19 more. Category auto-matched from lead metadata.
- 50-second engineering — Scripts validated to ~130 words max and ~50 seconds spoken. Rejected if over cap — engineered for real voicemail boxes, not generic robocall blasts.
- Sovereign XTTS render — Each script rendered to a unique WAV via native SARAH voice (XTTS) — multilingual voices selected by contact region and language.
- Dual-leg VM delivery — Parallel PSTN originate through SARAH Switch — Leg-A dropped at 4 seconds to traverse mailbox greeting; Leg-B carries the personalised audio into the recording path.
- Compliance window — Mon–Fri 09:00–17:00 in the contact's local timezone — US, CA, UK, AU, NZ, EU, GCC. Out-of-window leads are logged and skipped, never dialed.
- YES SMS callback gate — Voicemail CTA asks the prospect to reply YES. Inbound YES routes to a callback queue — a senior advisor places a manual confirmation call. Only high-intent responders reach a human.
- Campaign ledger — Full per-lead state machine — pending → script_ready → tts_ready → vm_played → callback_queued. Immutable event log and daily operational reports.
- OMEGA data integration — Leads import from OMEGA lists and enrichment. VM outcomes and YES replies feed the campaign fulfillment ledger and outcome-based delivery model.
- Fleet operations — Autopilot daemon, live status report, YES handler service (:8150), and enforced US3 fleet policy — `/opt/idesks/omega-vm-drop/`.
Atlas & insight generators
Alongside VM Drop, three sovereign generators plus Omega Studio form the research and creative intelligence stack — turning URLs and company lists into psychographic playbooks, ecosystem atlases, and sales-ready fit pages (detailed in the sections below).
Omega Studio
Psychographics · creative suite · native-voice video ads. URL in → market plan + OCEAN personas + platform creative + SARAH-voiced video out. Powered by sovereign qwen3:235b on US3.
- URL → Psychographic Analysis — Enter any business URL — SARAH reads the site and builds a sovereign market plan on qwen3:235b.
- Market Plan — Positioning, key messages, recommended channels, quick wins, and budget guidance.
- OCEAN Persona Segmentation — Up to three personality-driven audience personas with demographics, motivations, objections, and emotional triggers.
- Creative Suite — Per-persona ad hooks, Meta/Google/TikTok copy blocks, and platform-specific creative variants.
- Video Script Generator — Multi-scene video scripts with visual direction, SARAH voiceover lines, on-screen text, and CTA.
- SARAH-Voiced Video Render — Native-voice MP4 render in 12 languages — multi-scene output with download link.
- Image Concept Briefs — Render-ready image prompts with aspect ratio, negative prompts, and one-click SARAH image generation.
- LinkedIn Publishing — Multi-account operator slots — connect OAuth, compose from hooks, post directly to LinkedIn from Omega Studio.
- Social Planner Integration — Uses /admin/api/social-planner for LinkedIn OAuth and publish — wired to portal Social Planner module.
- Sovereign Data Boundary — Phase 1 creative suite — no client data leaves owned infrastructure; 16-bit owned stack.
- Admin path — /admin/omega-studio/ — API at /admin/api/omega-studio/ (analyze, creative, video, image).
Eco System Page Generator
Recursive partner/customer ecosystem crawl with SARAH + SOPHIA match-making. Publishes full multi-hundred-page atlases at /eco-system/{slug}/.
- Recursive Ecosystem Crawl — Punch in a company URL — SARAH crawls partners + customers recursively (and their partners), direct and indirect.
- SARAH + SOPHIA Match-Making — Every entity mapped to relevant SARAH AI Suite products and SOPHIA Layer-3 connector categories.
- Dual Atlas Views — Published atlases grouped by SARAH solution and by industry + full connector list.
- Bulk Crawl + Extraction — Server-side sovereign engine — Qwen3-8B/32B for crawl/extract; off-peak Qwen3-235B synthesis for gita-1140 depth.
- Live Generation — Qwen3-235B (chat/web brain) runs generation; voice-idle gating for heavy synthesis passes.
- Published Output — Full inline atlas at /eco-system/{slug}/ — multi-hundred to multi-thousand page atlases.
- Candidate Registry — list-eco API — browse all generated atlases from admin UI.
- Example Atlases — OMEGA martech ecosystem atlas (~803 entities, ~682 pages), BroadVision ZA (751 entities, 1,341 pages), C-Mox, GITA-class volumes.
- Drive Volume Export — Deep-research volumes exportable to Google Docs for sales walk-ins and partner decks.
- Admin path — /admin/eco-system-page-generator/ — API: /admin/api/insights/generate-eco, eco-status, list-eco.
Customer Insights Page Generator
Paste up to 100 URLs — sovereign deep-dive produces tailored SARAH/SOPHIA fit pages for sales-ready walk-ins at /customer-insights-page-generator/{slug}/.
- Bulk URL Intake — Paste up to 100 company URLs (one per line or CSV) for sovereign deep-dive.
- Requirement-Matched Fit Pages — Tailored page per company: what they do, which SARAH/SOPHIA product fits, operational enhancements delivered.
- Published Output — Sales-ready pages at /customer-insights-page-generator/{slug}/.
- Ecosystem Candidate Pick — Companies discovered during ecosystem mapping — search, filter, one-click Customer Insights generation.
- Deep-Dive Pipeline — Crawl + match-making on Qwen3-8B/32B; Qwen3-235B for tailored insight synthesis.
- On-Demand Generation — Customer Insights button per row — generates and publishes page on demand.
- Generated Page Registry — list-insights API — browse all published insight pages.
- Sales Walk-In Ready — Designed for field teams to open a published URL and walk a C-level through sovereign fit.
- Admin path — /admin/customer-insights-page-generator/ — API: /admin/api/insights/generate-insight, list-insights, list-candidates.
ABM Engine
Account-Based Marketing engine absorbing The Trade Desk, AdRoll, RollWorks, Propensity, 6sense, Demandbase, Bombora, Terminus, Madison Logic, and 15+ vendors — 104/104 features live, wired to Omega Leads Phase 9.
- 104 Live Features — Full ABM engine — The Trade Desk + AdRoll + Propensity + 6sense + Demandbase absorbed; 100% shipped.
- Account Intelligence — ICP fit scoring, intent-weighted score, engagement scoring, priority tiers, in-market stage, buying committee map.
- Intent & Signals — Bombora-style surges, syndicated intent audiences, G2/review-site intent, deanonymization, voice-call intent capture.
- Programmatic DSP — Open-web, CTV, audio, DOOH, B2B-native IP bidding, retail media, UID2/EUID, AI bid optimization.
- ABM Activation — Tier-based targeting, named account lists, multi-platform orchestration (Meta/Google/LinkedIn), content syndication.
- Attribution — Account-level reporting, pipeline influenced, multi-touch models, CRM sync, executive scorecard.
- Omega Phase 9 Integration — Wired to omega.account_score, omega.abm_campaign, abm_ads.py materialisation and reporting.
- 8-Region Factory — One ABM config clones to US, CA, UK, EU, AU, NZ, GCC, SL.
- Admin path — /admin/abm/ — workspace, feature catalog, user guide; links to Omega Phase 9.
Empire Builder — One-Click URL Kit
Factory launch for new client brands — 47 automated phases from domain + CloudFlare key + mission brief to live site, ecosystems, 1,000 images, and LinkedIn shockwave.
- One-Click URL Kit — Client gives domain + CloudFlare key + short mission — 47 phases auto-run without re-prompting.
- Drive + ICP Sheet — Auto-spin Google Drive folder and ICP Google Sheet.
- Competitor Pass — Automated competitor analysis and positioning.
- Product Spec — Generated product specification from mission brief.
- 100 Ecosystem Atlases — Bulk ecosystem mapping for the new brand.
- 1,000 Image Campaign — Full visual campaign generation for launch shockwave.
- 100 LinkedIn Posts — Pre-written LinkedIn content wave for social launch.
- Email / X / Video / Press — Multi-channel launch assets in one pipeline.
- Pitch Deck + Compliance — Sales kit and compliance pack generated alongside site.
- Live Site + Analytics — URL kit goes live; analytics wired; 3 Eagles report to Drive.
- SARAH Voice Add-On — Voice surface optional after site is live.
- Test Reference — omegarevenueengine.com factory test run.
- Admin path — /admin/empire-builder/ — API at /admin/api/empire-builder/.
Operator Admin Portal — complete tool inventory
Every card on /admin/ (operator tools) audited against this guide — 58 surfaces across 10 sections. Authenticated via SARAH Brand basic-auth realm.
Omega Leads — Flagship Platform
- Marriott Sri Lanka — 1000 FeaturesEnd-to-end showcase of 1000 SARAH features built for Marriott Sri Lanka — the full hospitality stack, room to revenue. Demo-ready.
/admin/hospitality/marriott/srilanka/ - Omega Leads — All In One PlaceThe operational cockpit for the whole Omega Leads system — live database state, every sovereign engine with how to run it, and all 17 platform modules. The actual portal for the platform.
/admin/omega-leads-all-in-one-place/ - Omega Leads Build TrackerLive status of the Omega Leads platform build — 124 tasks across 17 phases, each tracked through the six-gate standard: built, audited, tested, proven, persisted, backed up. Kept for reference.
/admin/omega-leads/ - Omega Leads (Public)The public-facing Omega Leads landing page — the sovereign B2B data, intelligence, enrichment and outreach platform that powers Scale Growth Advisors.
scale-growth.ai/omega-leads
Empire Builder · One-Click URL Kit
- Empire Builder — One-Click URL KitClient gives domain + CloudFlare key + short mission. We spin up Drive folder, ICP Google Sheet, competitor pass, product spec, 100 ecosystems, 1000 images, and 100 LinkedIn posts. Test run: omegarevenueengine.com . SARAH voice = add-on after site live.
/admin/empire-builder/
Intelligence & Atlas Generators
- Eco System Page GeneratorPunch in a company URL — SARAH crawls partners + customers recursively (and their partners), match-makes every entity to SARAH + SOPHIA connectors, and publishes full atlases at /eco-system/{slug}/ .
/admin/eco-system-page-generator/ - Customer Insights Page GeneratorPaste up to 100 company URLs — sovereign deep-dive produces tailored SARAH/SOPHIA fit pages at /customer-insights-page-generator/{slug}/ for sales-ready walk-ins.
/admin/customer-insights-page-generator/ - Omega StudioURL to psychographic Market Plan + Audience Report (OCEAN personas), Creative Suite copy/hooks/scripts, and native-voice video ads — all on sovereign qwen3:235b.
/admin/omega-studio/ - Marketing CMO AIStrategy wizard, brand analyzer, blog & social writers, content ideator, calendar, library, and CMO chat — absorbed from on sovereign qwen3:235b.
/admin/marketing-cmo/
Website & Pages
- Website EditorEdit any page on scale-growth.ai in the rich CMS — content blocks, copy, hero images, CTA buttons, preview before publish.
/admin/edit - Order Processing WorkflowThree sales pipelines — Hosted, Outright, Lease — orchestrated by SARAH with voice-bot verification at every gate. Edit any prompt and SARAH uses it on the next call. Lives in Phase 16 of the operations portal.
/admin/omega-leads-all-in-one-place/phase-16/workflow/ - Intell on IndividualsSkip-trace one person — drop in any of name / email / phone, the backend runs Sherlock (~400 sites), holehe (~120 sites), Gravatar hash probes and DNS health. Sovereign OSINT only. NOT for marketing.
/admin/intell-on-individuals/ - AudienceLabCustomer data platform — segments, identity resolution, list builder feeding Engage + SARAH voice campaigns.
/admin/audience - Google WorkspaceGmail, Calendar, Drive, Docs, Sheets integration surface for SARAH and the admin team.
/admin/google-workspace - Inflection AppDedicated app surface for the Inflection partnership — pitch, joint go-to-market, deal pipeline.
/admin/inflection-app
25000 Live App Surfaces · Sales Catalog · 25 industries
- 25000 Live App SurfacesSARAH absorption of 25000 apps across 25 industries — each tile opens a live module page with real-time enhancement feed, vendor parity vs SARAH upgrades, and a link to run on scale-growth.ai. Not slides.
/admin/app-catalog/ - SARAH Absorption EngineSearch all absorbed modules — live metrics, industry feeds, and one-click Try Demo wired to Omega Studio or SARAH triage on every page.
/admin/app-catalog/absorbed/ - Customer Support / Call CentersCCaaS, helpdesk, voice AI, WFM — AI handles chats, emails, voice, ticket routing. Humans own escalations.
/admin/app-catalog/customer-support-call-centers/ - Digital Marketing AgenciesAds, martech, SEO, creative, CRO — content generation, ad optimization, A/B testing. Humans set strategy.
/admin/app-catalog/digital-marketing-agencies/ - E-commerce OperationsShopify stack, marketplaces, inventory, reviews, shipping — listings, pricing, alerts. Humans own brand.
/admin/app-catalog/ecommerce-operations/ - SaaS / Software OperationsObservability, product analytics, CS, billing, compliance — monitoring, onboarding, L1 support.
/admin/app-catalog/saas-software-operations/ - Data Entry & Back OfficeRPA, OCR, AP automation, ECM, workflow — invoice processing, doc parsing, CRM updates.
/admin/app-catalog/data-entry-back-office/ - Recruitment / HR ScreeningATS, sourcing, assessments, scheduling — resume screening, ranking. Humans make the hire.
/admin/app-catalog/recruitment-hr-screening/ - Financial OperationsAccounting, AP/AR, payroll, treasury, tax — bookkeeping, expenses, reporting. Humans own compliance.
/admin/app-catalog/financial-operations/ - Content & Media ProductionCMS, design, video, podcast, social — blogs, scripts, newsletters. Humans own brand voice.
/admin/app-catalog/content-media-production/ - Market Research & Competitive AnalysisSEO intel, social listening, surveys, scraping — trend analysis. Humans interpret insights.
/admin/app-catalog/market-research-competitive-analysis/ - Sales Development (SDR)CRM, sequencing, enrichment, dialers, intent — lead gen, outreach, qualification. Humans close deals.
/admin/app-catalog/sales-development-sdr/ - Legal (routine work)Contract review, drafting, research — CLM, DMS, eDiscovery. Humans own liability, interpretation, and court.
/admin/app-catalog/legal-routine-work/ - Healthcare AdministrationScheduling, billing, documentation, RCM. Humans provide care and medical decisions.
/admin/app-catalog/healthcare-administration/ - Education (online / async)Tutoring, grading, curriculum generation. Humans mentor and handle complex learning needs.
/admin/app-catalog/education-online-async/ - Cybersecurity SOC (Tier 1)Monitoring, alert triage, initial response. Humans hunt advanced threats.
/admin/app-catalog/cybersecurity-soc-tier1/ - Press Releases & PR DistributionRelease drafting, compliance, distribution to mainstream, trade, and persona outlets.
/admin/app-catalog/press-releases-pr-distribution/ - Hospitality · Hotels & RestaurantsPMS, POS, reservations, delivery, staffing. Humans own guest experience.
/admin/app-catalog/hospitality-hotels-restaurants/ - Real Estate & Property ManagementLeasing, maintenance, transactions. Humans close deals.
/admin/app-catalog/real-estate-property-management/ - Construction & TradesJobsite PM, estimating, safety, dispatch. Humans own the build.
/admin/app-catalog/construction-trades/ - Field Service ManagementDispatch, routing, CMMS, fleet. Humans fix the hard jobs.
/admin/app-catalog/field-service-management/ - Travel · Aviation & AirlinesGDS, PSS, NDC, corporate travel. Humans own irregular ops.
/admin/app-catalog/travel-aviation-airlines/ - Logistics · Freight & Supply ChainTMS, visibility, last-mile. Humans own exceptions.
/admin/app-catalog/logistics-freight-supply-chain/ - Manufacturing & Industrial ERPERP, MES, MRP, CMMS. Humans own process engineering.
/admin/app-catalog/manufacturing-industrial-erp/ - Banking & Financial ServicesCore banking, KYC/AML, lending, payments. Humans own credit judgment.
/admin/app-catalog/banking-financial-services/ - Government & Public SectorCitizen intake, permitting, grants, public safety. Humans own adjudication.
/admin/app-catalog/government-public-sector/ - Insurance OperationsClaims, underwriting, agency mgmt. Humans own coverage decisions.
/admin/app-catalog/insurance-operations/
TechConnectr Marketplace
- TechConnectrCampaign wizard · supplier matching · book Bob Samuels · approve & launch — demand-side marketplace for IT demand gen and channel partners.
/admin/techconnectr/
ABM Engine
- ABMThe Trade Desk + AdRoll + Propensity + 6sense + Demandbase absorbed — workspace, scoring, campaigns, attribution. Built for every business vertical worldwide.
/admin/abm/
Competitor Absorption Hubs
- HubSpot FeaturesComplete absorption of HubSpot Marketing, Sales, Service, CMS, Operations Hubs.
/admin/hubspot-features/ - Salesforce FeaturesSales, Service, Marketing, Commerce, Data clouds — and what SARAH+SOPHIA delivers natively.
/admin/salesforce-features/ - Twilio FeaturesVoice, SMS, WhatsApp, Verify, Flex — absorbed into the sovereign SARAH voice stack.
/admin/twilio-features/ - n8n · Zapier · MakeWorkflow automation — collapsed into SOPHIA Flow Studio and the 34.7M-feature library.
/admin/n8n-zapier-make-features/ - Mailchimp · KlaviyoEmail + SMS marketing absorption — unified into the SARAH omnichannel surface.
/admin/mailchimp-klaviyo-features/ - GHL — GoHighLevelAgency CRM + funnels + automation + voice — and where SARAH+SOPHIA exceeds it natively.
/admin/ghl-features/ - SARAH Marketing Data Agent — Marketing AgentFull Improvado absorption: ETL/ELT pipeline, AI BI, agentic execution, creative intelligence, data governance, MCP context — plus SARAH voice, 34.7M connectors, and ecosystem atlases they never built.
/admin/SARAH Marketing Data Agent/ - Market·MindPsychology-driven AI marketing — URL to ad plan, real-time lead qualification, Omega Leads feedback loop.
/admin// - SARAH iMessage — SARAH iMessageiMessage + FaceTime Audio absorbed from sendblue.com — shared inbox, REST API, native lock-screen calls, AI draft replies, CRM sync.
/admin/SARAH iMessage/
Financial & Sales
- WLP $30M Forecast (Simon)White-label partner cashflow forecast for Simon Vickers — 36-month roll-forward.
/admin/wlp-forecast/ - WLP Forecast (Cliff)Cliff Locks operator view — parallel WLP cashflow planning surface.
/admin/wlp-forecast-cliff/ - WLP Forecast (Emery)Emery Geosits (Geolync Capital) operator view — 3rd referral partner, parallel WLP cashflow surface.
/admin/emery/wlp-forecast/
Brand & Partner Surfaces
- BrandLogos, palette, typography, voice and tone references for Scale Growth AI.
/admin/brand/ - InflectionInflection partner pitch surface — strategic positioning and joint-go-to-market.
/admin/inflection/
SGA business model features
- Outcome-Based Lead Delivery — clients pay for qualified meetings (SQL/EQL), not activity metrics.
- Campaign fulfillment ledger — acquisition → fulfillment → payment workflow for outcome-based campaigns.
- OMEGA demand-side marketplace — campaign wizard, supplier matching, approve & launch (see OMEGA marketplace section).
- Omega Studio — psychographic market plan, OCEAN personas, creative suite, SARAH-voiced video ads, LinkedIn publish (see Omega Studio section).
- Eco System Page Generator — recursive ecosystem atlases with SARAH + SOPHIA match-making (see dedicated section).
- Customer Insights Page Generator — requirement-matched fit pages for up to 100 URLs (see dedicated section).
- ABM Engine — 104 live features absorbing 6sense, Demandbase, TTD, Propensity (see ABM section).
- Empire Builder — one-click 47-phase client brand factory (see Empire Builder section).
- Omega Leads portal — live operational dashboard for engine status, database health, and phase completion.
- Provider marketplace — metered catalog of sovereign capabilities under one account — no per-vendor billing.
- Credit metering — atomic balance and transaction ledger for enrichment and data products.
- ABM & account intelligence — buying committees, account plans, and expansion signals for enterprise logos.
Part II — SARAH AI Suite
SARAH AI Suite is the customer-owned AI operating system — voice, chat, CRM, marketing, automation, and 25,000 industry modules on local or hosted hardware. Every tier includes membership in SOPHIA (Layer-3 API Hub). SARAH is what the world hears; SOPHIA is what the world connects through.
Formula: SARAH AI Suite = SARAH <tier> + SOPHIA (Layer-3 API Hub). An invention of IDESKS ONLINE AI.
Platform capabilities at a glance
- Public advisor (ext 1000) — single AI front door knowing every department, document, workflow, and channel for the tenant.
- Sovereign voice — SARAH Switch + WebRTC Gateway; FreeSWITCH retired on production path.
- 34.7M connector reach — via SOPHIA; SARAH invokes capabilities without exposing third-party plumbing to customers.
- Portal truth — all URLs and config from portal.scale-growth.ai; nothing hardcoded in customer surfaces.
- 8-region factory — AU, UK, EU, US, CA, GCC, SL, PH/SG parity target for fleet scale.
- Absorption engine — replaces HubSpot, Salesforce, GHL, Twilio, Mailchimp, Zapier-class stacks natively.
Product tiers
- SARAH Spark 2 — $60,000 outright or $2,000/mo × 36 — dual NVIDIA DGX Spark NVLinked (256 GB unified pool). Staff-internal voice commands to SARAH by team members only — not customer-facing.
- SARAH Mini — $500,000 — GB300 Workstation, 768 GB unified memory, 30 concurrent voice AI agents. First customer-facing sovereign voice tier.
- SARAH Pro — $4,000,000 — single HGX B300 server, 500 concurrent voice AI agents.
- SARAH Enterprise — $6,000,000 — dual HGX B300 servers, 1,000 concurrent voice AI agents.
- SARAH Hyperscale — $30,000,000 — DGX GB300 rack, 30,000 concurrent voice AI agents.
Voice & telephony
- SARAH Switch — SIP/WebRTC call routing and brain dispatch — replaces legacy FreeSWITCH stack.
- WebRTC Gateway — Browser and softphone ingress for voice without mandatory PSTN.
- Streaming STT — WhisperLive streaming speech-to-text — batch STT forbidden on voice path.
- TTS Router — Multi-engine text-to-speech with failover (XTTS, Kokoro, Coqui farm).
- Brain Pipeline — Qwen3-235B / Kimi K2.6 class on every voice and chat turn — smallest production brain is 235B; no sub-235B routing on customer-facing paths.
- Live Transcript — Real-time call transcription and supervisor listen-in.
- IVR Menus — Visual IVR builder with menu, transfer, voicemail, hangup actions.
- Voicemail Drop — Campaign voicemail delivery with disposition tracking.
- Predictive Dialer — VICIDIAL integration — RATIO/ADAPT dial methods, callback hooks.
- Call Recording — Automatic recording with Whisper post-call transcription.
- Extension Registry — Per-tenant extensions (1000 public advisor, 7777, 2222 sales, custom).
- Federated Voice — Email-as-identifier call setup via registry.i-desks.com federation.
- A2P Messaging — Application-to-person SMS compliance and routing.
Voice & chat brain policy
- 235B floor — the smallest engine on production voice and chat is Qwen3-235B (or Kimi K2.6 class equivalent).
- Voice — every call turn runs on 235B-class reasoning (US3 demo-max and ext 1000/7777/2222 per fleet policy).
- Chat — WhatsApp, Telegram, web chat, and portal async chat use the same 235B floor — not a separate smaller default.
- Background batch only — smaller models may still run sovereign crawl, extract, and enrichment jobs that never speak directly to a caller; those are not voice or chat surfaces.
Omnichannel surfaces
- Voice / PSTN / SIP — Inbound and outbound telephony via SARAH Switch.
- WebRTC / WebPhone — Browser-based calling without carrier dependency.
- WhatsApp — Business API messaging with template and session flows.
- Telegram — Bot channel for async chat and alerts.
- Web Chat — Embeddable chat widget with qualified-booking handoff.
- Email — Broadcast, sequences, inbox, and transactional mail.
- SMS / RCS — Outbound sequences and conversational checkout.
- Social — Social planner — Facebook, Instagram, LinkedIn, X, GBP, TikTok.
- Emotional Intelligence Groups — Photo/document analysis groups with guarded outbound replies.
- Portal Chat — Authenticated admin and customer chat surfaces.
Portal modules (admin surfaces)
63 native route modules power the SARAH portal. Grouped below by operator function. Each module is tenant-scoped and reachable via the portal after authentication.
CRM & Revenue
- Contacts & PeopleFull CRM — custom fields, tags, lifecycle stages, activity timeline.
- Pipeline & DealsMulti-pipeline kanban, stages, win probability, forecasting hooks.
- Tasks & RemindersOverdue/today/upcoming buckets with VICIDIAL callback integration.
- Booking & CalendarCalendly-style scheduler with Google/Outlook sync.
- Books — Quotes & InvoicesPDF quotes, invoices, payment links.
- Invoicing & SubscriptionsStripe payments, recurring billing, dunning.
- Conversion & Forms14 field types, conditional logic, spam scoring, embeds.
- CommerceProduct catalog, carts, checkout flows.
Marketing & Content
- Broadcast EmailBulk send with merge tokens and scheduled delivery.
- Blog & CMSNative blog with SEO meta and RSS.
- Social PlannerMulti-network scheduling with approvals.
- InflectionCampaign inflection tracking and analytics.
- Content StudioAI-assisted content generation and asset management.
- ImagesMedia library and image tooling.
- Audience LabSegmentation, UTM attribution, smart lists.
- Lists & PolishSaved segments, industry templates, email snippets.
Automation & Operations
- Autopilot / WorkflowsVisual workflow builder with 19+ trigger kinds.
- Automation StudioAdvanced multi-step automations.
- Workflow WebhooksInbound webhook triggers for external systems.
- GovernancePolicy, approval, and compliance controls.
- Support DeskTicket routing, SLAs, customer support inbox.
- Knowledge BaseInternal and customer-facing KB articles.
- Dashboards & InsightsOperational and revenue analytics.
- Sarah AlertProactive alert rules and notifications.
- TracesDistributed request tracing for debugging.
Integrations & Data
- Integrations HubOAuth connections to external SaaS.
- Google WorkspaceGmail, Calendar, Drive sync.
- Gmail PoolMulti-mailbox sending rotation.
- Calendar SyncTwo-way calendar integration.
- Omni Channel RouterUnified routing across voice, chat, email.
- EnrichmentContact and company enrichment passes.
- Data ModuleWarehouse-style data views and exports.
- OAuth & SAMLEnterprise SSO and app authorization.
Industry & Platform
- Verticals CatalogueIndustry-specific presets and workflows.
- 25,000 Absorption ModulesSARAH-named replacements for 1,000 apps × 25 industries.
- WhitelabelTenant branding, domains, and Stripe Connect.
- Sovereign ModeAir-gapped and data-residency controls.
- WorkspaceMulti-workspace tenant isolation.
- Security ModuleAccess policies, audit, and hardening.
- Infrastructure ModuleHost health, services, and capacity views.
- Finance ModuleLedger, revenue recognition hooks.
- Field ModuleMobile field-service workflows.
- Wellness ModuleHealthcare-adjacent scheduling and compliance.
- ReputationReview monitoring and response.
- Courses & CommunityLMS and member community surfaces.
Voice Admin
- VICIDIAL AdminCampaigns, lists, agents, dispositions.
- Live TranscriptSupervisor view of active calls.
- VM Drop CampaignsVoicemail drop orchestration.
- IVR BuilderDrag-and-drop inbound voice trees.
Competitor absorption status
SARAH AI Suite retires per-seat SaaS stacks by absorbing their capabilities into sovereign modules. Admin comparison hubs document live vs partial coverage.
- HubSpot — ~78% Marketing+Sales+Service+CMS+Operations Hubs absorbed — 1,650+ features mapped.
- Salesforce — CRM, Service Cloud, Marketing Cloud, Commerce, Data clouds native.
- GoHighLevel (GHL) — Agency CRM + funnels + automation + voice — exceeded natively.
- Twilio — Voice, SMS, WhatsApp, Verify, Flex absorbed into sovereign SARAH voice stack.
- Mailchimp + Klaviyo — Email + SMS marketing automation unified into SARAH omnichannel.
- n8n + Zapier + Make — Workflow automation collapsed into SOPHIA Flow Studio and Automation Studio.
- Google Workspace — Gmail, Calendar, Drive, Docs, Sheets integration surface.
- SARAH Marketing Data Agent — ETL/ELT pipeline, AI BI, agentic execution, creative intelligence, data governance, MCP context.
- Market·Mind — Psychology-driven AI marketing — URL to ad plan, real-time lead qualification, Omega Leads feedback loop.
- SARAH iMessage — iMessage + FaceTime Audio — shared inbox, REST API, native lock-screen calls, AI draft replies, CRM sync.
- FrontSpin / Outreach class — Sales engagement sequences and dialer via OMEGA Phase 7 + VICIDIAL.
25,000 industry modules
- Structure — 1,000 software apps × 25 industries = 25,000 SARAH-named absorption modules.
- Industries — hospitality, real estate, construction, field service, travel/aviation, logistics, manufacturing, banking, government, insurance, healthcare, retail, legal, education, automotive, energy, telecom, media, nonprofit, agriculture, maritime, mining, pharma, sports, and general business.
- App catalog — master index at admin app catalog; each module has a live absorption page showing SARAH replacement for the legacy app.
- Naming — every module named SARAH {Software} Module for consistent operator vocabulary.
- Deployment — EU3 builds, US3 serves production catalog pages; portal controls feature flags per tenant.
Marketing CMO AI
Enterprise marketing command centre on sovereign qwen3:235b — strategy, brand analysis, content generation, calendar, and CMO chat scoped per company.
- Strategy Wizard — Step-by-step marketing strategy builder for sovereign CMO workflows.
- Brand Analyzer — URL-driven brand tone, positioning, and competitive context on qwen3:235b.
- Blog Writer — Long-form blog generation with SEO structure.
- Social Writers — Platform-native social copy for LinkedIn, X, Facebook, Instagram.
- Content Ideator — Campaign and content angle brainstorming from company context.
- Content Calendar — Schedule and track content across channels.
- Content Library — Persist generated assets per company workspace.
- CMO Chat — Conversational marketing advisor with company-scoped memory.
- Multi-Company Workspace — Switch between client companies — each with isolated strategy and library.
- Operator access — Marketing CMO workspace in the operator portal — API at /admin/api/marketing-cmo/.
OMEGA Demand-Side Marketplace
OMEGA connects enterprise buyers and channel partners to sovereign campaign fulfillment — Alpha2Omega QA workflow from campaign brief through supplier match, approval, and launch.
- Campaign Wizard — OMEGA demand-side marketplace for IT demand gen — buyer configures campaign requirements.
- Supplier Matching — Match campaign to OMEGA fulfillment capacity and vendor ecosystem.
- Book Bob Samuels — Integrated booking for campaign kickoff with Scale Growth leadership.
- Approve & Launch — Alpha2Omega QA workflow — approve campaign spec and launch OMEGA fulfillment.
- VAR + Buyer Portal — Channel partners and enterprise buyers share one OMEGA marketplace surface.
- Admin path — /admin/techconnectr/ — API at /admin/techconnectr/api/ (legacy URL; OMEGA demand-side marketplace in the guide).
Part III — SOPHIA Enterprise Features
SOPHIA (Layer-3 API Hub) is the enterprise brain and connective tissue of the platform. She sits on the public Internet as the sole egress for external APIs. Two billion SARAH edge agents on the private L2 fabric reach the world only through SOPHIA. Customers join SOPHIA to become SARAH AI Suite clients immediately.
Formal designation: SOPHIA (Layer-3 API Hub) — an invention of IDESKS ONLINE AI. Mother Sophia holds all wisdom from every API and connector call across the federation.
Enterprise feature set
- Layer-3 API Hub — Single public-Internet egress for all outbound API and connector traffic — one auth, one billing, one audit trail.
- Unified One API — POST /sophia/v1/call capability dispatch — sarah.<module>.<tool>, voice.stt/tts/llm, meta.capabilities, meta.health.
- 34.7 Million Enterprise Features — Canonical connector and API surface count — bank, airline, CRM, government, Fortune-500, and general-purpose integrations.
- Connector Registry — Categorised slugs — airline, bank, CRM, support, marketing, finance, HR, healthcare, government, and 100+ vertical packs.
- Module Dispatcher — Native SARAH modules registered in sophia dispatch — booking, pipeline, broadcast, governance, and 60+ portal modules.
- Attestation Engine — Cryptographic proof of capability execution for enterprise audit and compliance buyers.
- API Admin Console — Tenant API keys, endpoint UIDs, HMAC signatures, call ledger, latency and error analytics.
- Dual-Brain Architecture — Kimi K2.6 + GLM-5.2 class models for deep reasoning; SARAH edge handles conversational reflexes.
- Wisdom Plane — Cross-tenant pattern learning (privacy-bounded) — connector resolution, voice conversion, escalation outcomes.
- L2 / L3 Separation — 2B SARAHs on private L2 fabric; SOPHIA on L3 as sole egress to external APIs.
- WG / PEIPN Transport — WireGuard mesh scaffolding toward global private enterprise IP federation.
- Feature Packs — Per-tenant PORTAL_FEATURES toggles — enable modules without code deploys.
- Rate Limiting & Metering — Central quota, credit, and usage enforcement at the hub.
- Tenant Onboarding — Join Sophia = instant SARAH AI Suite client — auth handshake, WG reachability, feature unlock.
- Voice Plane Registration — STT, LLM, TTS, VICIDIAL, and predictive dialer exposed through unified dispatch.
- Bank & Airline Depth — 200+ airline connectors, AU CDR bank connectors, GDS/NDC platforms — sovereign rebuilds not third-party passthrough.
- Government & Regulated — Explicit exception path for agencies, banks, and Fortune-500 where external API is required.
- Capability Catalogue — meta.capabilities returns every callable surface for integrators and admin users.
- Call Ledger — sophia_api_calls table — tenant, capability, latency, success, endpoint UID for forensic audit.
- SOPHIA Dashboard — Admin visibility into hub health, connector status, and tenant usage.
Connector categories (representative)
- Airline — 200+ carriers, NDC platforms, GDS, PSS, loyalty, crew, IROPS.
- Banking — AU CDR Big 4, open banking, payments, treasury, trade finance.
- CRM & Sales — Salesforce-class, HubSpot-class, pipeline, sequences native and bridged.
- Marketing — email, ads, social, attribution, CDP primitives.
- Support — ticketing, chat, knowledge, CSAT/NPS.
- HR & Payroll — workforce, benefits, time tracking.
- Healthcare — FHIR-adjacent, scheduling, compliance vault patterns.
- Government — agency portals, registry lookups, regulated data feeds.
- General — 34.7M enumerated enterprise features across vertical and horizontal SaaS.
L2 / L3 architecture
- Layer 3 (SOPHIA) — public Internet egress, TLS, external API calls, connector dispatch, auth, billing, audit.
- Layer 2 (SARAH federation) — private enterprise IP; SARAHs reach each other and SOPHIA without direct Internet by default.
- Transport — WireGuard mesh (10.45.0.x / 10.46.0.x) scaffolding toward EVPN-VXLAN on Spark/B300 fabric.
- One API rule — every new module and connector registers through unified dispatch; no standalone orphan surfaces.
- Wisdom plane — privacy-bounded learning from connector outcomes feeds new SARAH deployments without cold start.
- Cardinal — rebuild third-party capabilities as sovereign engines; external APIs only for government, banks, and Fortune-500 where required.
Admin surfaces for SOPHIA
- SOPHIA API Admin — tenant keys, endpoint UIDs, HMAC signing, call history, error rates.
- SOPHIA Attestation Admin — capability proofs for enterprise procurement and compliance reviews.
- SOPHIA Dashboard — hub health, connector catalogue status, tenant usage rollups.
- Connectors catalogue — browsable slug index with live/partial/stub status per integration.
- Unified tools API — machine-readable catalogue of every callable sarah.* and connector.* capability.
- Feature pack toggles — enable/disable module groups per tenant without redeploying voice or portal containers.
Relationship summary
| Role | Layer | Function |
|---|---|---|
| OMEGA Revenue Engine | Data + RevOps | Lead intelligence, enrichment, outreach, ABM, SGA fulfillment |
| SARAH AI Suite | L2 edge + portal | Voice, chat, CRM, marketing, automation, industry modules on customer hardware |
| SOPHIA Enterprise | L3 hub | One API, 34.7M connectors, auth, billing, wisdom, external egress |