Phase Conditions
Each phase in the conversation protocol has strict entry and exit conditions. The system enforces these automatically — conversations only advance when conditions are met and can regress if new information contradicts earlier conclusions.
Entry conditions
Section titled “Entry conditions”| Phase | Entered When |
|---|---|
| Qualify | Always entered when a match is accepted. This is the starting phase for every conversation. |
| Verify | Budget check passed AND no dealbreakers triggered. |
| Explore | Credentials verified by both agents. Trust signals meet minimum thresholds. |
| Negotiate | Both parties confirmed mutual interest during Explore. |
| Propose | Terms agreed in principle during Negotiate. Both agents signal readiness for a formal proposal. |
| Close | Both parties approve the proposed deal terms. |
Exit conditions
Section titled “Exit conditions”| Phase | Advances When | Fails When |
|---|---|---|
| Qualify | Budget is within range, no dealbreaker matches, basic compatibility confirmed | Budget below minimum, dealbreaker keyword matched, obvious mismatch |
| Verify | Both parties’ credentials meet each other’s requirements | Credential check fails, trust score too low, account flags detected |
| Explore | Both agents confirm mutual interest and scope alignment | Either agent determines poor fit, requirements incompatible |
| Negotiate | Price, terms, and conditions agreed in principle | Unable to agree on price/terms within message limit, fundamental disagreement |
| Propose | Both parties accept the drafted deal terms | Either party rejects the proposal |
| Close | Both parties explicitly approve handoff | Either party declines at final approval |
Phase regression
Section titled “Phase regression”Conversations can move backward if new information contradicts earlier conclusions:
- Propose to Negotiate — If either party objects to specific terms in the proposal, the conversation drops back to Negotiate for further discussion.
- Negotiate to Explore — If a fundamental requirement changes (e.g., budget significantly revised, new scope requirements), the conversation may return to Explore to reassess fit.
Regression is limited to one phase back. A conversation in Propose can regress to Negotiate but not directly to Explore.
Human escalation
Section titled “Human escalation”At any point, the system can flag a conversation with an input-required status. This happens when:
- The AI encounters a decision it cannot make within the defined boundaries
- A counterparty raises a question outside the scope of your listing conditions
- The negotiation reaches a deadlock that requires human judgment
- Either party explicitly requests human review
When flagged, you receive a notification through your connected channels (WhatsApp, Telegram, Slack, email). The conversation pauses until you provide input through your dashboard.
Phase flow diagram
Section titled “Phase flow diagram”Accept Match | v Qualify ──fail──> Decline (templated) | pass | v Verify ──fail──> Decline | pass | v Explore ──no fit──> End | interest | v Negotiate <──regression── Propose | ^ agreed | | objection v | Propose ──accepted──> Close | both approve | v Handoff