Eliminating hallucinated lead scores and buyer bluffs by joining 5 enterprise silos in-situ via Zetaris Federated SQL, enforcing Meterless H-MEM & Scout Intent execution contracts, and giving revenue teams an interactive "What Would Change My Mind?" Counterfactual Simulator.
https://openagent.autoailead.com
Interactive Split-View Deal Desk + 5 Real Scenarios
github.com/nathanro/autoailead-leadproof-agent
MIT License · Full Test Suite Passing (8/8)
Nathan Romano (Solo Builder)
AutoAI Lead / PubliExpert LLC
Today’s AI sales & reception agents evaluate incoming leads using only the text inside the chat window or a single CRM record. Because the ground truth is fragmented across Billing, Support, Product Telemetry, and Legal vaults, naive agents fail in three costly ways:
A prospect claims "We have 50 active Pro seats in good standing—unlock Enterprise API today." A prompt-only LLM scores it 95/100 and auto-provisions keys to a 3-seat trial that owes $4,200 (47 days overdue).
A buyer threatens to cancel at renewal unless given 45% off, claiming "our engineers barely use the tool." Without telemetry federation, the AI panics and faces a $27,900 discount bluff (45% demanded off $62k ARR → $22,940 net margin saved after enforcing the 8% MSA cap) when usage is actually 98.4%.
When an AI outputs an opaque score without row-level citations or counterfactuals, RevOps, Deal Desk, and local clinic owners refuse to trust or automate high-stakes actions.
1. B2B SaaS RevOps & Deal Desk Teams qualifying expansions, renewals, and custom payment terms.
2. High-Ticket Local Service Businesses (Dental Implant Clinics, Commercial HVAC Contractors) qualifying $5k–$15k emergency & surgical cases on WhatsApp and phone.
[SRC-1]–[SRC-5])Every claim in the agent’s verdict and drafted outreach is linked to a cryptographic SHA-256 row hash across CRM, Stripe Billing, Intercom Support, PostHog/Iceberg Telemetry, and Ironclad Legal contracts.
Automatically contrasts what the buyer claims in chat against live federated data—catching overdue invoices, inflated seat counts, shadow engineering saturation, and CapEx signer limits.
Judges and operators can drag the live Discount % Slider, change Payment Terms, or toggle 5 evidence signals to see the exact threshold that flips a HOLD into QUALIFIED_FAST_TRACK.
Powered by live muse-spark-1.3 inference + deterministic fallbacks: drafts ready-to-send WhatsApp/Email replies with embedded Stripe settlement or CFO CapEx sign-off links.
“Combining Zetaris’s zero-ETL federated SQL with Meterless’s H-MEM and Scout execution contracts let our agent catch a $27,900 procurement discount bluff ($22,940 net margin saved after enforcing the 8% MSA cap) across 5 data silos in 39 milliseconds without moving a single byte of customer PII into an LLM prompt.”
[1. Inbound Prospect Claim] (WhatsApp / Email / Voice Transcript + Requested Discount % & Payment Terms)
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[2. Meterless Scout Intent Pipeline] (Sense → Interpret → 5-Layer Guard → Route → HMAC-SHA256 ExecutionContract)
│ Enforces RBAC, Injection Guard, Scope & Tenant Spend Cap ($15.00) before any tool executes
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[3. Zetaris Super MCP · 5-Silo Federated SQL Pushdown] (Zero-ETL · Read-Only · MASK_CLS Enforced)
├─ [SRC-1] zetaris_crm.hubspot_contacts (Snowflake DWH: Role, Signer Authority Ceiling)
├─ [SRC-2] zetaris_billing.stripe_subscriptions (PostgreSQL: Active Seats, Past-Due $, Delinquency)
├─ [SRC-3] zetaris_support.intercom_tickets (Intercom REST: P1 Locks, Clinical/CBCT Vault)
├─ [SRC-4] zetaris_intent.posthog_events (S3/Iceberg: 98.4% Shadow Engineering Saturation)
└─ [SRC-5] zetaris_legal.ironclad_contracts (Oracle/Ironclad: Max Discount %, Allowed Terms)
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[4. Meterless H-MEM Hybrid Recall & Conflict Detection]
├─ Hybrid Score: clamp01(0.35·sem + 0.20·kw + 0.10·tag + 0.10·dom + 0.15·ent + 0.05·layer + 0.05·rec - 0.20·sup) × conf
└─ Logs conflict_detected / conflict_resolved to append-only TrustLedgerService
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[5. Explainable Proof Tree + Deal Desk Margin Simulator + Live AI Synthesis (muse-spark-1.3)]
└─ Outputs Verdict, 4-Pillar Score, Margin Protected ($), Counterfactual Sliders & Cited Reply Draft
Node.js 20+ ESM & Cloudflare Workers Edge (`openagent.autoailead.com`) with zero heavy dependencies.
Zetaris Federated SQL / Super MCP + Meterless H-MEM, Scout Intent & Outcome Ledger.
Live muse-spark-1.3 structured JSON synthesis + NVIDIA Nemotron compatible OpenAI routing.
Instead of dumping raw CSVs into a vector DB, ZetarisClient executes a single federated SQL query across Snowflake, PostgreSQL, Intercom REST, S3/Iceberg, and Oracle/Ironclad with ZERO_ETL = TRUE.
MASK_CLS) & Read-Only MCPSensitive fields (personal_phone, card_fingerprint, bank_routing) are masked in-situ before reaching the agent. Any UPDATE/DELETE/DROP query is blocked with HTTP 403 and logged to the Zetaris audit trail.
Every federated row returns a sha256 digest and pushdown predicate so clicking [SRC-1]–[SRC-5] proves the exact record that triggered the decision.
-- Zetaris Super MCP · 5-Silo Governed Query SELECT c.record_id AS crm_id, c.verified_role, MASK_CLS(c.personal_phone) AS personal_phone, b.subscription_id, b.active_seats, b.past_due_usd, b.billing_status, MASK_CLS(b.card_fingerprint) AS card_fp, s.ticket_id, s.open_escalations, s.status, i.intent_score, i.usage_quota_pct, i.active_engineers_count, i.anomaly_flag, l.contract_id, l.max_discount_allowed_pct, l.allowed_payment_terms, l.required_signer FROM zetaris_crm.hubspot_contacts c JOIN zetaris_billing.stripe_subscriptions b ON c.account_key = b.account_key LEFT JOIN zetaris_support.intercom_tickets s ON c.account_key = s.account_key LEFT JOIN zetaris_intent.posthog_events i ON c.account_key = i.account_key LEFT JOIN zetaris_legal.ironclad_contracts l ON c.account_key = l.account_key WHERE c.scenario_key = 'shadow-discount-bluff' WITH (ZETARIS_PUSHDOWN = TRUE, ZERO_ETL = TRUE);
Implements the exact H-MEM specification (engines/hmem/AGENTS.md):
raw = 0.35·semantic + 0.20·keyword + 0.10·tag + 0.10·domain
+ 0.15·entity + 0.05·layer + 0.05·recency − 0.20·superseded
score = clamp01(raw) × confidence
Includes live interactive feedback buttons (👍 Helpful +0.05, 👎 Not Helpful -0.03, ⚠️ Wrong -0.20 + review) and logs all 17 canonical audit actions to TrustLedgerService.
Implements Sense → Interpret → Guard → Route → Recommend (engines/scout-intent/AGENTS.md), issuing an immutable hmac-sha256 signed ExecutionContract with a 5-layer guard stack before any Zetaris query runs.
Instead of billing per raw token, our Meterless ledger tracks Verified Margin Protected ($22,940–$28,200 per deal) vs. outcome unit cost ($0.0018 cloud equivalent / $0.00 on local Nightshift hotspot).
Claims 50 seats & $0 overdue. Zetaris catches $4,200 overdue (47d) on 3 seats + P1 lock. Verdict: HOLD (14/100) · $28.2k Protected.
Demands 45% off claiming "low usage". Zetaris proves 98.4% engineering quota saturation + 8% MSA cap. $27,900 bluff caught → Saves $22,940 net margin (after 8% MSA cap).
94.2% clinic utilization, 18/18 paid invoices, HIPAA BAA pre-cleared. Verdict: FAST-TRACK (99/100).
Verifies 3D CBCT scan `#SCAN-309` in vault (waiving $250 fee) & splits $249 HVAC diagnostic from $14.2k CFO CapEx sign-off.
When a delinquent prospect clicks the Stripe settlement link in LeadProof’s outreach draft and pays their overdue invoice, automatically trigger a Zetaris re-query and release the Enterprise API key in under 5 seconds.
Run Meterless Nightshift overnight across all 1,000+ CRM accounts over Zetaris Federated SQL—waking up every morning with verified expansion candidates and churn-bluff defenses at $0 cloud token cost.
Pair real-time bilingual voice transcription with instant Zetaris citation cards during live Zoom/phone negotiations so human AEs see real-time telemetry proof whenever a buyer bluffs.
Live App: https://openagent.autoailead.com · Slide Deck: https://openagent.autoailead.com/deck · GitHub: github.com/nathanro/autoailead-leadproof-agent