CompassIntelligence Desk Providers Lookups Analytics Rolodex
STATES ▾
Prototype map — every screen & state. Fixed clock: 27 Aug 2026.
Rolodex index
Populated 4 prospects Empty no prospects yet Filtered, no results
Prospect forms
Create form Create, validation error duplicate name Edit form
Prospect profiles
ABC FX Mumbai rich file Meridian Payments Lusaka Clearing Co stale intel Pacifica Remit MX no conversations
Transcript wizard
Step 1 — paste Loading — extracting Step 2 — understood + questions Step 3 — review 2 conflicts Step 4 — confirm & apply Error — extraction failed Error — draft expired (24h)
Lookup results
EUR→MXN 0 live · expanded USD→HKD live matches · collapsed USD→MZN the Mozambique case
Analytics
Unserved gap EUR→MXN
Role gate
Toggle ADMIN / SUPERADMIN, then open a partner detail row on any lookup — Edit links are SuperAdmin-only. Prospect intel is writable by every Admin.