Console
What the system knows, and how the agents behave. Every change applies on the next run.
Integrations
Status is read from the environment on every load. Add a key and the adapter runs on the next job.
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- ApolloDataPlay 01
Builds the broker universe. Search is free; Reveal spends a credit.
Connected - Trade press (5 feeds)DataPlay 01
Construction Dive, ENR, Insurance Journal, Risk & Insurance, Insurance Business. The signal sweep reads them when someone runs it. The weekday schedule is off unless scheduled spending is switched on.
Connected - Dodge Construction NetworkDataPlay 01
700K+ projects a year with owner, GC, and value. The project-award signal at full strength.
Licensed data. Worth it once the trade-press signals prove out.
Planned - Anthropic ClaudeModelsPlay 01 · Play 02 · Play 03
Scores brokers, researches briefs, classifies signals, drafts email, plans clips. Opus for prose, Sonnet for search.
Connected - Groq (Compound, GPT-OSS, Qwen)Answer enginesPlay 03
Three engines on one key: a search-grounded open model plus two parametric ones. What open models say about Shepherd on their own.
Connected - ChatGPT (OpenAI)Answer enginesPlay 03
GPT with web search through the Responses API. Adapter written.
OPENAI_API_KEYNeeds a key - Gemini with Google SearchAnswer enginesPlay 03
Grounded Gemini, the closest proxy for Google AI Overviews. Adapter written.
GEMINI_API_KEYNeeds a key - Perplexity SonarAnswer enginesPlay 03
The search-native answer engine brokers actually use. Adapter written.
PERPLEXITY_API_KEYNeeds a key - Grok (xAI)Answer enginesPlay 03
Grok with live search, the answer engine inside X. Adapter written.
XAI_API_KEYNeeds a key - DeepSeekAnswer enginesPlay 03
Open-weights baseline, no search. Adapter written.
DEEPSEEK_API_KEYNeeds a key - MistralAnswer enginesPlay 03
Europe's frontier lab, parametric read. Adapter written.
MISTRAL_API_KEYNeeds a key - ProfoundAnswer enginesPlay 03
Covers the one thing no model key can reach: Google AI Overviews and AI Mode. Share of voice, citation share, and sentiment across every major engine - the same metric definitions this audit already uses.
The pick, ~$500 a month, on after the 30-day baseline moves. Stored baselines carry over with zero lost history.
Planned - Underwriter email (Google Workspace or Outlook)OutreachPlay 01
Approved drafts send from the underwriter's own mailbox. Replies thread back to the signal engine.
You likely already have sending infrastructure - the week-one question is plugging into it, not choosing one. This system stops at the approved draft either way.
Planned - AgentMailOutreachPlay 01 · Play 02
API-first inboxes built for agents: the sending layer behind the Targeting page's email channel. Warmed mailboxes, deliverability handled, replies thread back through the API into the signal engine.
The pick for agent-driven sending. Every send still passes the Sequences approval gate - the system drafts, a human fires.
Planned - Shepherd MCP serverInfrastructurePlay 01
Would expose the signal book, broker scores, and briefs as tools inside Claude, so an underwriter can ask "who should I call this week" in the chat they already use instead of opening this app.
Narrated on purpose, not built: the demo's job is judgment, and the MCP only makes sense once the underlying signals have proven out.
Planned - CRM (Salesforce or HubSpot)RevenuePlay 01 · Play 02
The submission record. Closes the loop from email to meeting to submission to bind, and feeds the appointment trigger.
Question one on our call: where submissions live today.
Planned - Card feed (Ramp or Brex)RevenuePlay 01 · Play 02 · Play 03
Actual spend lands on the Spend page automatically instead of being typed in. With the CRM wired, every unit cost - per submission, per acquired broker, per office unlock - computes itself monthly.
The Spend page's sample numbers show the shape this fills in. A day of work once finance says which card.
Planned - SlackOutreachPlay 01
/brief <broker> <firm> returns the one-pager where underwriters already are.
Planned - LinkedInSocialPlay 02 · Play 03
Two jobs: the organic channel for clips, and the paid channel for ABM. Company and title targeting is built from the exported audience.
Planned - LinkedIn Campaign ManagerRevenuePlay 02
Paid ABM against the exported company list and job titles. No email addresses needed.
$500 to $1,500 a month to start, with a held-out control so the lift is measurable.
Planned - Website visitor identificationDataPlay 02
Turns an anonymous broker visit into a first-party intent signal worth retargeting.
Would explore. Nothing is wired today.
Planned - XSocialPlay 03
Engineering angle and the talent brand. Engagement matched where handles resolve.
Planned - InstagramSocialPlay 03
Visual cuts. Posting scheduled with the others.
Planned - SupabaseInfrastructurePlay 01 · Play 02 · Play 03
Brokers, signals, drafts, briefs, audits, settings. One project, tables prefixed shepherd_.
Connected - VercelInfrastructurePlay 01 · Play 02 · Play 03
Hosting, the weekday cron for the signal sweep, and the environment where keys live.
Connected
Keys never reach the browser. Every adapter runs server-side and is rate-limited per route.