fix(leads): let a campaign say what it is pitching

app/actions/leads.ts

@@ -402,6 +402,11 @@ export async function saveCampaignAction(input: {
   angle?: string;
   senderName?: string;
   replyTo?: string;
+  pitchMode?: "audit" | "custom";
+  pitchIntro?: string;
+  pitchAsk?: string;
+  pitchFacts?: string;
+  scanProspects?: boolean;
 }): Promise<Ok<{ note: string }> | Err> {
   const auth = await requireLeadAccess(input.projectId);
   if (!auth.ok) return auth;
@@ -412,6 +417,38 @@ export async function saveCampaignAction(input: {
   if (!queries.length && !seedUrls.length) {
     return { ok: false, error: "A campaign needs at least one search query or directory URL." };
   }
+  const pitchMode = input.pitchMode ?? "audit";
+  const pitchFacts = (input.pitchFacts ?? "")
+    .split("\n")
+    .map((s) => s.trim())
+    .filter(Boolean);
+  if (pitchMode === "custom") {
+    // The same bar the audit pitch holds itself to: without a description
+    // and some declared facts there is nothing truthful for a draft to say,
+    // and the grounding guard would reject every draft anyway.
+    if (!input.pitchIntro?.trim()) {
+      return { ok: false, error: "A custom pitch needs a description of who is writing and why." };
+    }
+    if (!pitchFacts.length) {
+      return {
+        ok: false,
+        error:
+          "A custom pitch needs at least one fact. Drafts may only state what you list here, so an empty list means every draft gets rejected.",
+      };
+    }
+  }
+
+  // Scanning is the audit pitch's evidence step; default it off for a custom
+  // pitch rather than scanning people we're emailing about something else.
+  const scanProspects = input.scanProspects ?? pitchMode === "audit";
+  if (pitchMode === "audit" && !scanProspects) {
+    return {
+      ok: false,
+      error:
+        "The audit pitch is built from scan findings, so it can't run with scanning turned off. Switch to a custom pitch instead.",
+    };
+  }
+
   if (input.autoSend) {
     const postal = await loadAddressSettings({ projectId: input.projectId, ownerId: auth.userId });
     if (!postal.address) {
@@ -440,6 +477,11 @@ export async function saveCampaignAction(input: {
         angle: input.angle?.trim() || null,
         sender_name: input.senderName?.trim() || null,
         reply_to: input.replyTo?.trim() || null,
+        pitch_mode: pitchMode,
+        pitch_intro: input.pitchIntro?.trim() || null,
+        pitch_ask: input.pitchAsk?.trim() || null,
+        pitch_facts: pitchFacts,
+        scan_prospects: scanProspects,
       },
       { onConflict: "project_id,name" },
     );

components/leads/campaign-panel.tsx

@@ -47,6 +47,11 @@ export function CampaignPanel({
   const [maxScore, setMaxScore] = useState(70);
   const [dailyLimit, setDailyLimit] = useState(10);
   const [angle, setAngle] = useState("");
+  const [pitchMode, setPitchMode] = useState<"audit" | "custom">("audit");
+  const [pitchIntro, setPitchIntro] = useState("");
+  const [pitchAsk, setPitchAsk] = useState("");
+  const [pitchFacts, setPitchFacts] = useState("");
+  const [scanProspects, setScanProspects] = useState(true);
   const [senderName, setSenderName] = useState("");
   const [replyTo, setReplyTo] = useState("");
 
@@ -75,6 +80,11 @@ export function CampaignPanel({
         angle,
         senderName,
         replyTo,
+        pitchMode,
+        pitchIntro,
+        pitchAsk,
+        pitchFacts,
+        scanProspects,
       }),
     );
 
@@ -215,6 +225,80 @@ export function CampaignPanel({
               onChange={(e) => setDailyLimit(Number(e.target.value))}
             />
           </label>
+          <label className="text-sm sm:col-span-2">
+            What is this campaign pitching?
+            <select
+              className="input mt-1 w-full"
+              value={pitchMode}
+              onChange={(e) => {
+                const next = e.target.value as "audit" | "custom";
+                setPitchMode(next);
+                // Scanning is the audit pitch's evidence step. A custom pitch
+                // has no reason to scan the people it writes to.
+                setScanProspects(next === "audit");
+              }}
+            >
+              <option value="audit">A CrawlProof scan of their site</option>
+              <option value="custom">Something else — I&apos;ll describe it</option>
+            </select>
+          </label>
+
+          {pitchMode === "custom" && (
+            <>
+              <label className="text-sm sm:col-span-2">
+                Who is writing, and why
+                <textarea
+                  className="input mt-1 w-full"
+                  rows={2}
+                  value={pitchIntro}
+                  onChange={(e) => setPitchIntro(e.target.value)}
+                  placeholder="Anthony, a freelance 3D modeller looking for contract work with game studios"
+                />
+              </label>
+              <label className="text-sm sm:col-span-2">
+                Facts drafts may state — one per line
+                <textarea
+                  className="input mt-1 w-full font-mono text-xs"
+                  rows={4}
+                  value={pitchFacts}
+                  onChange={(e) => setPitchFacts(e.target.value)}
+                  placeholder={"9 years of experience in hard-surface modelling\nPortfolio at https://example.com/work\nAvailable from March"}
+                />
+                <span className="mt-1 block text-xs text-[var(--color-muted)]">
+                  Drafts are checked against this list and rejected if they state anything else.
+                  Numbers and links that don&apos;t appear here are treated as invented.
+                </span>
+              </label>
+              <label className="text-sm sm:col-span-2">
+                The one ask
+                <input
+                  className="input mt-1 w-full"
+                  value={pitchAsk}
+                  onChange={(e) => setPitchAsk(e.target.value)}
+                  placeholder="take a look at my portfolio"
+                />
+              </label>
+            </>
+          )}
+
+          <label className="flex items-start gap-2 text-sm sm:col-span-2">
+            <input
+              type="checkbox"
+              className="mt-1"
+              checked={scanProspects}
+              onChange={(e) => setScanProspects(e.target.checked)}
+              disabled={pitchMode === "audit"}
+            />
+            <span>
+              Scan each discovered lead
+              <span className="mt-0.5 block text-xs text-[var(--color-muted)]">
+                {pitchMode === "audit"
+                  ? "Required for the audit pitch — the email is built from what the scan finds."
+                  : "Off by default: this campaign isn't pitching an audit, so there's nothing to scan for."}
+              </span>
+            </span>
+          </label>
+
           <label className="text-sm sm:col-span-2">
             Angle (optional)
             <input

lib/outreach/cold.ts

@@ -338,6 +338,61 @@ export function unsupportedClaims(body: string, facts: ProspectFacts): string[]
   return problems;
 }
 
+/**
+ * Grounding guard for a custom pitch.
+ *
+ * The audit pitch earns its claims from a scan. A custom pitch has no scan,
+ * so the campaign declares what it is allowed to say and this checks the
+ * draft against that list. Dropping the guard entirely for custom campaigns
+ * would turn the same machinery into something that states invented facts
+ * about strangers, at volume, over email.
+ *
+ * The check is deliberately narrow. Proving a sentence is entailed by a fact
+ * list is not something a regex can do, and pretending otherwise would give
+ * false confidence. What it catches is the specific, checkable species of
+ * fabrication: numbers and durations that appear nowhere in the declared
+ * facts, links to places the campaign never mentioned, and claimed prior
+ * contact. Tone and phrasing are the prompt's job.
+ */
+export function unsupportedCustomClaims(body: string, facts: string[]): string[] {
+  const problems: string[] = [];
+  const lower = body.toLowerCase();
+  const declared = facts.join(" \n ").toLowerCase();
+
+  // A number in the body that appears in no declared fact is invented —
+  // years of experience, team sizes, prices. Small integers are excluded
+  // because they are usually prose ("one thing", "a couple of weeks").
+  for (const m of body.matchAll(/\b(\d[\d,]*(?:\.\d+)?)\s*(%|\+)?/g)) {
+    const raw = m[1].replace(/,/g, "");
+    const value = Number(raw);
+    if (!Number.isFinite(value) || value <= 3) continue;
+    const appears = declared.includes(raw) || declared.includes(m[1].toLowerCase());
+    if (!appears) problems.push(`states "${m[0].trim()}", which is not in the campaign's declared facts`);
+  }
+
+  // Links have to come from the declared facts too: a made-up portfolio URL
+  // is both a false claim and a broken promise.
+  for (const m of body.matchAll(/https?:\/\/[^\s)>\]]+/gi)) {
+    const url = m[0].replace(/[.,]$/, "");
+    if (!declared.includes(url.toLowerCase())) {
+      problems.push(`links to ${url}, which is not in the campaign's declared facts`);
+    }
+  }
+
+  for (const phrase of [
+    "as we discussed",
+    "following up on our call",
+    "great speaking with you",
+    "as promised",
+    "per our conversation",
+    "thanks for your time yesterday",
+  ]) {
+    if (lower.includes(phrase)) problems.push(`implies a prior relationship: "${phrase}"`);
+  }
+
+  return [...new Set(problems)];
+}
+
 // ------------------------------------------------- obfuscation & link crawl
 
 /**