Account brief — the central artifact.

01Brief generation

Four trigger paths:

02When briefs re-generate

Briefs are point-in-time snapshots. Two ways they refresh:

• Automatic re-gen: when the underlying signal data shifts materially (a new signal fires, an exec changes, ICP rubric weights change) — Mama re-generates the brief in the background and shows a "Refreshed" badge.
• Manual re-gen: click the "Re-generate" button in the brief header. Forces a fresh fan-out across all sources.

Old versions are kept — toggle "Show history" in the brief header to see prior versions and what changed.

03Trust markers, in depth

Every scraped fact in a brief carries a verify pill. The pill states: when the fact was last verified and where from. Hover for details, click to report incorrect.

Topbar shows workspace-level data freshness — when the last full crawl completed across major sources. This is the "is the data current today?" answer.

04Decision-makers — full feature set

The DMs section is more than a list. Each person card includes:

• Verified email pill (SMTP-verified in last 7d) · Inferred pattern · or Pattern unknown
• Role tier: Economic buyer (Tier 1) · Technical champion (Tier 2) · Influencer (Tier 3)
• Recent activity: last post, last role change, last public talk — drives "warm signal" detection
• Thread status: whether anyone on your team has emailed this person in the last 90 days (CRM-sourced)
• Track in Orbit button: one-click add to your relationship watchlist

The Decision-makers section can be expanded to show up to 20 people per account, sorted by role tier × thread-readiness.

05Template and playbook matching rules

Suggested templates and playbooks are filtered + ranked by signal mix + persona tier of the brief:

1. Filter: only templates tagged with the brief's primary signal type AND a matching persona tier
2. Rank: by historical reply rate × predicted reply rate × archetype fit
3. Show: top 5 templates · top 3 playbooks
4. Override: click "Browse all" to see the full 200-template library

06Lookalike ranking detail

The 5-account lookalike rail at the bottom of every brief ranks candidates by:

• Archetype-fingerprint match (40%)
• ICP rubric score (30%)
• Signal freshness (20%)
• Untouched-ness — "your team hasn't emailed this in 90d" (10%)

You can re-rank by clicking a sort header (Score · Freshness · ICP only).

07Collaboration

Briefs are shareable within your workspace:

• Share link: paste in Slack or email — opens the brief inside Mama for any teammate
• Add comment: inline comments on any brief section, visible to teammates with brief access
• Hand off: assign brief to a teammate — moves into their queue with @-mention
• Workspace history: every brief touch (read, comment, push) is logged for audit + Reply Loop attribution

08Push to CRM

Five CRM connectors supported (HubSpot · Salesforce · Pipedrive · Close · Attio). Push behavior is per-connector configurable:

09Common mistakes