Sales Prospecting¶

Account summary, web-watching, and Dust-conversation tooling for Salesforce accounts.

Two blueprints¶

The module exposes two Flask blueprints with different authentication models:

Blueprint	URL prefix	Auth
Internal	`/sales-prospecting`	Session auth (default app context provider) — for the Alan internal UI and other in-app callers
Webhook	`/webhooks/sales-prospecting`	`WebhookAuthContextProvider` (secret) — for Salesforce/Zapier callbacks

Property	Value
Header	`X-Webhook-Secret`
Secret config key	`SALES_PROSPECTING_WEBHOOK_SECRET`
Auth principal	`salesforce-webhook@alan-eu-tools.iam.gserviceaccount.com` (`ServiceAccount`)
Auth type	`WebhookAuthType.secret`

The secret value is fetched from the config under SALES_PROSPECTING_WEBHOOK_SECRET and must be sent in the X-Webhook-Secret request header.

Method	Path	Request schema	Response schema	Purpose
`POST`	`/summary`	`GenerateSummaryRequestSchema`	`GenerateSummaryResponseSchema`	Generate a prospecting summary for one account.
`POST`	`/web-watching`	`WebWatchingRequestSchema`	`WebWatchingResponseSchema`	Generate a web-watching summary for a company (enriches from Salesforce when `account_id` is supplied).
`POST`	`/batch`	`BatchRequestSchema`	`BatchResponseSchema`	Generate summaries and/or web-watching for many accounts in one call.
`GET`	`/search`	`SearchAccountsRequestSchema` (query string)	`SearchAccountsResponseSchema`	Search Salesforce accounts by name (Turing with SF fallback). Requires `query` ≥ 3 chars.
`GET`	`/slack-messages`	`SlackMessagesRequestSchema` (query string)	`SlackMessagesResponseSchema`	Fetch Slack threads that reference the given Salesforce account.

Method	Path	Request schema	Response schema	Purpose
`POST`	`/summary`	`WebhookRequestSchema`	`WebhookJobResponseSchema`	Salesforce/Zapier entry point for summary generation. `async_mode=true` (default) returns a `job_id` with HTTP `202`; `async_mode=false` blocks and returns HTTP `200`.
`POST`	`/batch`	`BatchRequestSchema`	`BatchResponseSchema`	Same as the internal `/batch`, exposed for trusted external callers.
`POST`	`/dust`	`DustWebhookRequestSchema`	`DustWebhookResponseSchema`	Create a Dust AI conversation seeded with the account's prospecting context.
`GET`	`/job/<job_id>`	—	`JobStatusResponseSchema`	Poll the status of an async webhook job until `completed` or `failed`.

All schemas are defined in api.py as marshmallow Schema classes. Key fields:

GenerateSummaryRequestSchema — account_id (required), push_to_salesforce (bool, default false).
WebWatchingRequestSchema — any of account_id, company_name, website_url, linkedin_url, linkedin_company_id, plus country (e.g. fr, es, be, ca), linkedin_pages (default 5), push_to_salesforce. If account_id is supplied, Salesforce data fills in the missing fields.
BatchRequestSchema — account_ids (list, required), push_to_salesforce (default true), include_account_summary (default true), include_web_watching (default true).
SearchAccountsRequestSchema — query (required), limit (default 10).
SlackMessagesRequestSchema — account_id (required).

WebhookRequestSchema — account_id (required), async_mode (default true).
DustWebhookRequestSchema — account_id (required), assistant_id (default "dust").

WebhookJobResponseSchema — job_id, status, created_at, started_at, completed_at, result (nested WebhookResultSchema), error.
WebhookResultSchema — success, account_id, summary_updated, web_watching_updated, trigger_flag_reset, error.
JobStatusResponseSchema — job_id, status, timestamps, generic result dict, error.

For the complete, authoritative list, see the code reference below.

Salesforce API — account/contact/task/note retrieval and write-back of summaries.
Turing (Snowflake) — preferred read path for events and account search; falls back to SOQL when unavailable.
Dust AI — conversation creation seeded with prospecting context.
Slack — thread search by account.
RQ — async job queue backing async_mode=true webhook requests.