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WiseAI Realtor — START HERE

You are working on the WiseAI Realtor System (Canada-first AI front office for REALTORS®, a vertical of WiseAI Agency in the shared churchwiseai-web codebase). Most of it is already built and merged. Read these in order before doing anything:

  1. do-not-reinvent.md — the module → existing-code map. Reuse, do not rebuild. (Read this even for a "small" change.)
  2. overview.md — positioning, status, what's shipped vs deferred, open questions.
  3. agent-onboarding.md — the spawn prompt + lane definitions + the review of the original Codex prompt.
  4. ../wiseaiagency/overview.md — the parent agency brand this vertical sells under.
  5. ../pro-website/overview.md + template-system.md — the website platform real estate runs on.
  6. ../../runbooks/business-ops/new-vertical-launch.md — the canonical playbook for any infra step.

Training a customer on the dashboard (Team Beckett) — start here:

  • operator-guide.html — illustrated, double-clickable, print-friendly training deck: every dashboard screen with a live screenshot + plain-language "what it is / day to day / what to tell the Becketts." Open this one to sit next to a customer.
  • operator-guide.md — the same content as canonical markdown (renders in the docs portal). Screenshots live in operator-guide-assets/, captured 2026-07-03 from the TeamMoelker Realty showcase account. Re-run the Playwright capture to refresh after UI changes.

Design & product vision (target-state — written greenfield by the Codex planning agent; cross-check do-not-reinvent.md before treating anything as unstarted):

Strategy, design system & QA:

Systems-layer specs (the build foundation — read before writing backend code):

  • data-model.md — 14 RE-native re_* tables + migration plan (RE leads live in local_business_leads today, not voice_*).
  • auth-rbac.md — Supabase Auth + role matrix + lead ownership/RLS.
  • identity-consent-model.md — dedup/merge + CASL/PIPEDA/Law 25 consent ledger + global suppression.
  • ai-guardrails.md — fair-housing/no-advice/honesty guardrails across chat/voice/SMS + regression map.
  • vow-sold-data-track.md — Phase 5: how sold data (sold prices/comps/history/AVM) gets unlocked via a board VOW feed behind a consumer registration gate (Competition Bureau v. TREB legal basis; re_sold_* model; consumer auth as a separate identity space; VOW adapter as a sibling of ddf/).

Roadmap & resume:

  • build-roadmap.md — phased plan, what's done vs next, and the full doc/mockup inventory.
  • Visual mockups (standalone HTML, ~17 screens): C:\dev\realtor-mockups\ — open index.html.
  • Latest session handoff: C:\dev\HANDOFF_WISEAI_REALTOR_2026-06-27.md.

Acceptance specs (read before building the matching feature):

Collision-prevention (mandatory — these live at C:\dev root):

  • CLAUDE.md — portfolio guardrails (no cron sends, founder presses sends/pushes/deploys, branch off deploy branch, verify on deployed URL, evidence-or-nothing).
  • DECISION_LOG.md — log significant decisions; read recent entries first so you don't reverse one.
  • FEATURE_REGISTRY.md — check before building; update in the same PR.
  • FOUNDER_ACTIONS.md — append founder-only items here.

Durable findings go into knowledge/products/wiseai-realtor/ (never a parallel folder); run pnpm derive from C:\dev\knowledge after. Do NOT create C:\dev\wiseai-agent-knowledge\ — this folder is the single source of truth.