AI Adapt Scan Project Status

The investor-readiness docs agree that the weakest point is not report generation; it is proving the closed loop from baseline report to commitment, pulse launch, pulse report, and next action.

Docs consistently identify per-gap conversation prompts as the highest-value next leader activation slice after the loop proof.

The notification docs reframe this as response-loop intelligence: Sarah needs to see who is stuck, what was sent, and whether the desired product action happened. The first email ledger and operator backend inbox QA layer now exist.

Leader-side start-now and operator support launch exist, but due pulses, reminders, and re-invites still depend on manual action.

Current scans still use free-text cohort/team fields. The lock docs make groups, group_members, scan_campaigns, campaign status, and cohort rollups first-class before scale.

Scoped auth, durable jobs, token lifecycle, artifact retention, cost controls, and horizontal event fanout are still production blockers.

Some important slices should not be guessed by engineering.

Strategy Context capture, operator scan list, leader invite creation, review gate, and shared Sarah nav are built.

Leader can complete self-view, invite team, watch status, view report, commit actions, schedule/manage a pulse, and start a due pulse.

Raters now use a first-party anonymous questionnaire instead of the embedded Tally experience.

Persona exists in the model, but the executive dashboard is not built and ROI proxy rules need product confirmation.

Rater prompts and deterministic scoring are implemented. Self-view prompt slots exist.

Engineering supports draft placeholder mode, but production copy still needs product-owner approval.

Context, Diagnostic, Themes, Experiments, Habits, Report, Safety, and repair pass are wired and tested.

prior_run_context, pulse_delta, scan_action_commitments, and pulse_measurement_plans persist loop state in DB.

Pulse memory injection exists and leader launch works, but a full pulse run with rater data, report generation, review, and delivery still needs exercising.

Still the highest-value post-loop product slice: per-gap conversation prompts between baseline and pulse.

The production path remains the existing Claude Agent SDK pipeline with Postgres-backed scan state, artifacts, Safety pass, and loop memory.

Official docs position Managed Agents as a beta hosted harness for long-running, stateful sessions with agent definitions, environments, sessions, tools, MCP, and persisted events.

Memory stores look useful for agent-facing reference material, but product truth should stay in Postgres and untrusted rater or team notes should not enter read-write memory.

The safest bridge is curated backend tools over product state, not raw SQL or free-form database access.

Outcomes could validate dialogue prompts, diagnostics, and reports with a rubric-driven grader, but access is gated and it must be compared with the current Safety pass.

Official docs support a coordinator delegating to context-isolated agents with their own model, prompt, tools, MCP, and skills, sharing the same filesystem.

Dreams could support weekly consolidation of patterns across sessions and memory stores, but it is research preview and increases the risk of treating contaminated notes as trusted memory.

Managed webhooks are interesting for long-running sessions, while the current app already has pipeline_events and live status paths.

Anthropic docs flag that Agent SDK and claude -p subscription-plan usage move to a separate monthly Agent SDK credit on 2026-06-15.

Executive, Operator, Leaders, Raters, and Yomento operator cards exist. Backend personas decide signed-in access.

Shared navigation, width normalization, operator pages, and review polish landed.

/leader-scans now groups baseline and pulse runs under each leader, and /raters shows related baseline/pulse history inside each scan card.

Product decision still open for what Johan sees and what Sarah sees when Safety blocks a scan.

Snapshot mechanics are enforced, but Sarah has no UI cue that edits affect only future scans.

Current app has functional Sarah setup, leader self-view/status/results/loop, and first-party rater flow.

The clickable chain exists, but the docs call out the baseline -> pulse -> delta path as the remaining proof that makes the product feel more than a one-time report.

Docs cite clickable prototype due 2026-05-19 or 2026-05-20, client meeting 2026-05-25.

Leader invite and rater invite paths exist. Reminder cadence, pulse re-invite, campaign milestones, and complete lifecycle orchestration remain open.

Reports remain leading-indicator only, deterministic scoring is unchanged, and anonymity floor n >= 5 remains hard.

Echo / AI Adapt Scan are working names. Long-term brand and email sender domain still need owner decision.

The prototype still relies heavily on broad admin-token access. Production needs role-scoped access, auditability, and hard tests against cross-organization data leakage.

AI pipeline runs, email sends, reminders, pulse launch, retries, and scheduler work should not depend on one request lifecycle or one process staying alive.

If SSE or pipeline events are process-local, multiple backend instances will make live status unreliable.

Magic links and rater links are operationally useful, but production needs expiry, revocation, resend semantics, and careful internal exposure controls.

Full prompts and artifacts are valuable for debugging but can contain sensitive organization context or open-text feedback.

Per-step caps exist, but production also needs per-org budgets, queue concurrency limits, rate limiting, retry ceilings, and cost/failure dashboards.