- name
- open-a-conversation-under-confidentiality
- description
- Carries the shortlist to first contact by a named person, sees mutual confidentiality signed before either side shows anything beyond public material, and records the numbers the two sides trade and the agreement they were traded under. Use it when running `ref/prt/explore-an-alliance`.
- license
- CC-BY-4.0
- metadata
- {"agent":"alliance-scout","agent-version":"1"}
# Open a conversation under confidentiality
## What it does
Carries the shortlist to first contact by a named person, sees mutual
confidentiality signed before either side shows anything beyond public
material, and records the numbers the two sides trade and the agreement
they were traded under.
## Where it happens
The agent does this in three activities across one reference process.
Each one names the activity as that process words it.
- **Make First Contact**
- `ref/prt/explore-an-alliance`, activity 8 -
[Explore an Alliance](../../../../processes/partners/explore-an-alliance.md)
- **Sign Mutual Confidentiality**
- `ref/prt/explore-an-alliance`, activity 10 -
[Explore an Alliance](../../../../processes/partners/explore-an-alliance.md)
- **Trade the Real Numbers**
- `ref/prt/explore-an-alliance`, activity 11 -
[Explore an Alliance](../../../../processes/partners/explore-an-alliance.md)
## What to record
The strategic reason as written before any company was named, dated. The
build, buy or ally comparison and what it concluded. The candidate list
with the source of each name. Per candidate: what they sell and to whom,
the fit score, the criteria it was scored on, and the inputs behind it.
The shortlist with the order of approach and who was to make it. Per
candidate approached: the date, the person who made contact, and the
mutual confidentiality agreement signed before anything beyond public
material was shown. The numbers each side traded and the agreement they
were traded under. The joint thesis at a version. The exploration
record, kept either way, readable by the next run that names the same
candidate.
That contract covers every activity this abstract agent takes on, and it
is repeated in `com.agentcatalog.agent/RECORDS.md`. What the abstract
agent does not do is in `com.agentcatalog.agent/NOT.md`.
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