Use case 3 · Known customer close the sale Production Observability
Known customer gated · ships
consistency · welcome back, Maya

Pick up your evaluation where you left off.

You left mid-evaluation — so we resume with proof, not pressure. Every line here is sourced; anything we can't prove is held back.

Observability — every input, decision, and source behind this page

A known visitor (email match or magic-link) resolves to a person + account + behavior. apt picks a persuasion principle and closes with only claims it can prove — held claims are dropped, and sensitive PII steers the angle but is never recited.

Inputs — known-customer signals
Email matchmaya.chen@northwind.orgdeclared · identity
CRM lifecyclecustomer · returningfirst-party · welcome-back
Behaviorabandoned application (step 3)first-party · resume / re-engage
RoleCFO (PDL)enrich · proof depth
Modeled income$190K bandbroker · HOLD — steers, never recited
Decision — persuasion strategy
Strategyconsistency
PrincipleCommitment & consistency — resume the open loop from the prior visit.
Rationaleconsistency: surfaced 3 provable claim(s) led by c_price; dropped ['c_tco'] (blocked by the Gate).
Provenance — claims surfaced
c_priceis priced at $0.12 per patient recordHelix Analytics — pricing fact sheet
c_nofeehas no implementation fee for systems under 200 bedsHelix Analytics — pricing fact sheet
c_deployedis deployed across 12 hospital systemsNorthwind Health — deployed case study
Gate — what ships, what's blocked
ships
is priced at $0.12 per patient record
c_price — cleared (Helix Analytics — pricing fact sheet)
ships
has no implementation fee for systems under 200 beds
c_nofee — cleared (Helix Analytics — pricing fact sheet)
ships
is deployed across 12 hospital systems
c_deployed — cleared (Northwind Health — deployed case study)
blocked
claim c_tco
blocked by legal hold — dropped from the plan
blocked
On a $190K income, Northwind Health is an easy yes, Maya.
recites purchased income (broker · HOLD) — overclaim
Trace — the pipeline path
1
Resolve
email / magic-link → Maya Chen, CFO at Northwind Health
2
Enrich
CRM lifecycle + behavior + PDL role; broker income (HOLD)
3
Select
persuasion strategy → consistency
4
Gate
3 claims cleared · 1 held/dropped
5
Personalize
headline + provable claims; PII held (steers, never shown)
6
Receipt
3 claims, each bound to a source