87/100
ACCOUNT HEALTH
Strong foundation
Five findings deserve review before the next migration or major campaign.
ASSET INVENTORY
What is inside the account
PRIORITY FINDINGS
What deserves attention
3 draft workflowsReview before launchHIGH
7 apparently unused tagsVerify across external integrationsREVIEW
2 near-duplicate custom fieldsPotential reporting inconsistencyREVIEW
Coverage gap: calendar detailsInventory found; configuration not exposedVERIFY
BLAST RADIUS
Most connected assets
Review these before editing or deleting anything.
New Lead NurtureWorkflow26 connections
lead_sourceCustom field19 connections
qualified-leadTag17 connections
Consultation RequestForm12 connections
SEARCHABLE INVENTORY
Every accessible asset in one place.
DRILL-DOWN
All representative assets
| Asset | Category | Status | Connections | Last evidence | Finding |
|---|
RELATIONSHIP MAP
See how one lead moves through the system.
Click a node to see what the framework verified and why it matters.
TriggerWorkflowDataAction
AI ASSISTANT ARCHITECTURE
8 SNAPSHOT TYPESMap the intelligence layer, not just the CRM.
Votel snapshots can include eight AI-native asset types. This example shows how the blueprint can explain their roles and connections.
INPUTS↔ ▦ ◈
ConnectorGmail · Slack · CRM data
CollectionPolicies · services · FAQs
MemoryPreferences · account context
→
INTELLIGENCE◎ ✦
SubagentLead qualification specialist
SkillEstimate and booking logic
→
EXECUTION⚙ ◷ ⌘
WorkerRuns the repeatable process
Scheduled TaskDaily pipeline review
Web AppClient-facing experience
EVIDENCE-BACKED REVIEW
Prioritized findings, not unsupported guesses.
Each finding identifies its evidence, confidence and recommended action.
87ACCOUNT
HEALTH
HEALTH