Spoken call playbooks and personal call settings

Supplement 2026-10-28.1

From extension 1.7.151, the cold-call playbook has Open, Ask then listen, Brush-off and Close. Rep dialogue is separate from hypothetical prospect answers and coaching. The existing AI writing request generates the message and its playbook together. Regenerating a message also updates its playbook. An explicit playbook refresh uses the full current LinkedIn draft, supplied profile and signal, seller evidence, and available account intelligence. It preserves that draft. Existing bounded provider/error recovery still applies. These are generated suggestions, not verified prospect statements or guaranteed outcomes.

My opener is optional personal text saved to the signed-in Threadline account in Supabase and displayed verbatim. It is not generated, included in the playbook AI request, or included in a shared brief. The rep can replace it or save an empty value. It is available when the same account opens a brief on another device.

The optional sent declaration records that the rep says they sent a specific LinkedIn message, with a chosen date. Copying, generating or editing a draft does not mark it sent. The saved record contains account and prospect identifiers, a SHA-256 message fingerprint, sent date, revision and update time; this new table does not retain another copy of the message body. It is account-scoped and draft-specific. Clearing the declaration removes the date while retaining the fingerprint and revision to prevent stale writes. The declaration does not verify delivery and does not send, read or monitor LinkedIn messages.

Saved call settings and declaration records persist until replaced or account deletion; they are included in the existing account export and removed by the account purge/deletion flow. Previously generated drafts, shared copies, provider records and backups retain their existing lifecycle. Sent status can affect the opening and email brush-off only after the rep explicitly refreshes the playbook. Refresh is available on Starter and above under the existing regeneration entitlement.

This update adds no Chrome permission, provider, automatic outreach, live call recording or microphone access. Existing privacy and AI disclosures continue to apply. Accepted contract text and acceptance history remain unchanged. Contact admin@threadlinehq.io for privacy assistance.