SunBiz-Agent

Mandatory compliance gate before any outbound (email, SMS, blast). Verifies consent, opt-out status, CASL footer, send window, and daily cap.

Queue a cold outreach campaign to a segmented lead list via the cold_outreach_campaigns endpoint, with CASL compliance enforced before any send.

Generates the structured daily call sheet for Ezra — 6 prioritized categories, specific opening lines for each call, and a clear action order.

Surfaces overdue follow-ups, prioritizes the call list, and recommends specific outreach actions for each stuck deal or contact.

Domain literacy for MCA and alternative business funding. Reference glossary and clarifying-question guide for when operators use ambiguous terms.

Uses historical lender feedback data to recommend the best lenders for a specific deal profile and surfaces typical terms and decline patterns.

Pause cleanly at a decision boundary, surface the decision to Ezra via Telegram or dashboard chat, and wait for explicit confirmation before proceeding.

Identifies funded deals that have crossed the renewal eligibility threshold (default 40% paid back) and drafts targeted renewal outreach for each.

When operator says "shop this deal," route the application to the right lenders, surface the dry-run plan with warnings, and queue the actual threads.

Trigger and interpret underwriting on an application — parse bank statements, read risk flags, produce a readiness score, and recommend the next action.

Intelligent routing between Solara and Codex — decides when to delegate backend tasks to Codex vs handle internally.

Structured decision and pattern logging. Guides Solara through writing high-quality entries to memory/DECISIONS.md, memory/PATTERNS.md, or memory/MISTAKES.md with proper frontmatter, cross-links, and version tags.

Use when encountering any bug, test failure, or unexpected behavior in SunBiz-Agent systems — before proposing any fix.