BEFORE

Disconnected research steps

Company search, contact checks, context, and drafting live in separate tabs with fragile handoffs.

Agent integration architecture connecting inputs, research and reviewed outputs

AGENT-NATIVE

One inspectable task graph

The agent carries the brief and evidence while each connection keeps an explicit permission and status.

RUNTIME COMPATIBILITY MODEL

Calculate integration cost in boundaries, not logo count.

A useful connection is one whose input contract, credential scope, failure mode, and destination behavior your team can explain. The matrix below is an evaluation model, not a claim of official vendor partnerships.

INPUT

Research sources

Connection: API or operator-provided file
Permission: read only where possible
Status: configuration-dependent
Test: missing values and rate limits

PROCESS

AI agent runtime

Connection: installed agent skill
Permission: task-scoped tools
Status: verify during installation
Test: logs, errors, and secret handling

REVIEW

Human checkpoint

Connection: explicit operator decision
Permission: approve or reject result
Status: required operating control
Test: no silent downstream send

OUTPUT

Governed destination

Connection: export or configured API
Permission: minimum necessary write
Status: configuration-dependent
Test: duplicates, rollback, retention

Runtime readiness= explicit inputs + least privilege + observable errors + review gate + reversible output

AUTOMATION ARCHITECTURE

Three patterns, three different risk profiles.

Research-only pattern

The agent reads a prospecting brief, queries configured data sources, and returns a SAMPLE-labeled result for inspection. No destination write and no outreach send occur.

Best for: Evaluation, founder research, account planning
Primary test: Provenance, freshness, and selection logic

Reviewed enrichment pattern

The agent proposes field updates, displays provider provenance and conflicts, then waits for an operator to approve an export or CRM write.

Best for: RevOps cleanup and controlled enrichment
Primary test: Null handling, duplicates, rollback, retention

Draft-preparation pattern

The agent turns approved account facts into a draft while leaving send controls, suppression, regional compliance, and sender authentication with the operating team.

Best for: SDR preparation and agency production
Primary test: Claim support, relevance, review ownership

INSTALLATION PATH

Test the runtime before connecting production data.

Copy, run, configure a minimal research source, and inspect a first result. Copying is not installation; installation is not configuration; configuration is not approval.

npx -y @okki-global/okki-go-taroball