Complete app redesign with proper B2B sales workflow

Major architectural changes:
- New Setup tab: User enters THEIR company name (client)
- AI researches client company and builds knowledge base
- Knowledge base used to personalize all prospect outreach

New features:
- Client onboarding with AI research
- Prospect research on behalf of client company
- Expandable prospect cards showing full details
- Expandable email cards with full content
- Handoff Packet generation (full sales briefing document)
- AI Chat tab for prospect engagement assistance
- Setup Required warnings when client not configured

Business flow:
1. Setup: Enter your company → AI builds knowledge base
2. Prospects: Research target companies
3. Emails: View AI-drafted personalized outreach
4. Handoff: Generate comprehensive sales packets
5. AI Chat: Get help with talking points, objections, etc.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <[email protected]>

app.py

@@ -1,8 +1,15 @@
 """
 CX AI Agent - Enterprise B2B Sales Intelligence Platform
 
-A modern, user-friendly interface for AI-powered sales automation.
-Designed for sales teams, not developers.
+A comprehensive AI-powered sales platform that:
+1. Onboards client companies and builds their knowledge base
+2. Researches prospect companies in depth
+3. Finds decision makers and contacts
+4. Drafts personalized outreach emails
+5. Generates handoff packets for sales teams
+6. Provides AI chat for prospect engagement
+
+Designed for B2B sales teams to accelerate their pipeline.
 """
 
 import os
@@ -69,12 +76,26 @@ except Exception as e:
     print(f"❌ Initialization failed: {e}")
     raise
 
-# Global storage for session data
-session_data = {
-    "prospects": [],
-    "emails": [],
-    "contacts": [],
-    "research_count": 0
+
+# ============================================================================
+# KNOWLEDGE BASE - Session Storage
+# ============================================================================
+knowledge_base = {
+    "client": {
+        "name": None,
+        "profile": None,
+        "products_services": [],
+        "value_proposition": None,
+        "target_market": None,
+        "competitive_advantages": [],
+        "researched_at": None,
+        "raw_research": None
+    },
+    "prospects": [],  # List of researched prospect companies
+    "contacts": [],   # Decision makers found
+    "emails": [],     # Drafted emails
+    "chat_history": [],  # AI chat conversation history
+    "handoff_packets": []  # Generated handoff documents
 }
 
 
@@ -84,7 +105,6 @@ session_data = {
 ENTERPRISE_CSS = """
 /* ===== ENTERPRISE THEME - LIGHT/DARK MODE COMPATIBLE ===== */
 
-/* Light mode variables (default) */
 :root, .light {
     --primary-blue: #0176D3;
     --primary-dark: #014486;
@@ -96,34 +116,23 @@ ENTERPRISE_CSS = """
     --error-red: #EA001E;
     --error-light: #FDE7E9;
     --purple: #9050E9;
-
-    /* Backgrounds */
     --bg-primary: #FFFFFF;
     --bg-secondary: #FAFBFC;
     --bg-tertiary: #F3F3F3;
     --bg-hover: #F8FBFE;
-
-    /* Text colors */
     --text-primary: #181818;
     --text-secondary: #706E6B;
     --text-tertiary: #969492;
     --text-inverse: #FFFFFF;
-
-    /* Borders */
     --border-color: #E5E5E5;
     --border-hover: #0176D3;
-
-    /* Shadows */
     --card-shadow: 0 2px 8px rgba(0,0,0,0.08);
     --card-shadow-hover: 0 4px 16px rgba(0,0,0,0.12);
-
-    /* Inputs */
     --input-bg: #FFFFFF;
     --input-border: #E5E5E5;
     --input-focus-shadow: rgba(1, 118, 211, 0.1);
 }
 
-/* Dark mode variables */
 .dark {
     --primary-blue: #4BA3E3;
     --primary-dark: #2D8FD5;
@@ -135,34 +144,23 @@ ENTERPRISE_CSS = """
     --error-red: #EF5350;
     --error-light: #3D2020;
     --purple: #B794F6;
-
-    /* Backgrounds */
     --bg-primary: #1E1E1E;
     --bg-secondary: #252525;
     --bg-tertiary: #2D2D2D;
     --bg-hover: #333333;
-
-    /* Text colors */
     --text-primary: #E8E8E8;
     --text-secondary: #A8A8A8;
     --text-tertiary: #888888;
     --text-inverse: #1E1E1E;
-
-    /* Borders */
     --border-color: #404040;
     --border-hover: #4BA3E3;
-
-    /* Shadows */
     --card-shadow: 0 2px 8px rgba(0,0,0,0.3);
     --card-shadow-hover: 0 4px 16px rgba(0,0,0,0.4);
-
-    /* Inputs */
     --input-bg: #2D2D2D;
     --input-border: #404040;
     --input-focus-shadow: rgba(75, 163, 227, 0.2);
 }
 
-/* System preference detection */
 @media (prefers-color-scheme: dark) {
     :root:not(.light) {
         --primary-blue: #4BA3E3;
@@ -201,13 +199,13 @@ ENTERPRISE_CSS = """
     background: var(--bg-secondary) !important;
 }
 
-/* Header/Banner styling */
+/* Header */
 .main-header {
     background: linear-gradient(135deg, var(--primary-blue) 0%, var(--primary-dark) 100%);
     color: var(--text-inverse);
-    padding: 28px 32px;
+    padding: 24px 32px;
     border-radius: 16px;
-    margin-bottom: 24px;
+    margin-bottom: 20px;
     box-shadow: var(--card-shadow);
     display: flex;
     align-items: center;
@@ -215,47 +213,44 @@ ENTERPRISE_CSS = """
 }
 
 .header-logo {
-    width: 60px;
-    height: 60px;
+    width: 56px;
+    height: 56px;
     background: rgba(255,255,255,0.2);
     border-radius: 12px;
     display: flex;
     align-items: center;
     justify-content: center;
-    font-size: 32px;
 }
 
-.header-content {
-    flex: 1;
-}
+.header-content { flex: 1; }
+.header-content h1 { margin: 0 0 4px 0; font-size: 26px; font-weight: 700; color: white !important; }
+.header-content p { margin: 0; opacity: 0.9; font-size: 14px; color: rgba(255,255,255,0.9) !important; }
+.header-badge { background: rgba(255,255,255,0.2); padding: 6px 14px; border-radius: 20px; font-size: 12px; font-weight: 600; color: white; }
 
-.header-content h1 {
-    margin: 0 0 6px 0;
-    font-size: 28px;
-    font-weight: 700;
-    color: white !important;
+/* Setup required banner */
+.setup-required {
+    background: var(--warning-light);
+    border: 2px solid var(--warning-orange);
+    border-radius: 12px;
+    padding: 16px 20px;
+    margin-bottom: 20px;
     display: flex;
     align-items: center;
-    gap: 10px;
-}
-
-.header-content p {
-    margin: 0;
-    opacity: 0.9;
-    font-size: 15px;
-    color: rgba(255,255,255,0.9) !important;
+    gap: 12px;
 }
 
-.header-badge {
-    background: rgba(255,255,255,0.2);
-    padding: 6px 14px;
-    border-radius: 20px;
-    font-size: 12px;
-    font-weight: 600;
-    color: white;
+.setup-complete {
+    background: var(--success-light);
+    border: 2px solid var(--success-green);
+    border-radius: 12px;
+    padding: 16px 20px;
+    margin-bottom: 20px;
+    display: flex;
+    align-items: center;
+    gap: 12px;
 }
 
-/* Stats cards */
+/* Stat cards */
 .stat-card {
     background: var(--bg-primary);
     border-radius: 12px;
@@ -263,27 +258,11 @@ ENTERPRISE_CSS = """
     box-shadow: var(--card-shadow);
     border-left: 4px solid var(--primary-blue);
     transition: all 0.2s ease;
-    height: 100%;
 }
 
-.stat-card:hover {
-    box-shadow: var(--card-shadow-hover);
-    transform: translateY(-2px);
-}
-
-.stat-card .stat-value {
-    font-size: 28px;
-    font-weight: 700;
-    color: var(--text-primary);
-    margin-bottom: 4px;
-}
-
-.stat-card .stat-label {
-    font-size: 13px;
-    color: var(--text-secondary);
-    text-transform: uppercase;
-    letter-spacing: 0.5px;
-}
+.stat-card:hover { box-shadow: var(--card-shadow-hover); transform: translateY(-2px); }
+.stat-card .stat-value { font-size: 28px; font-weight: 700; color: var(--text-primary); margin-bottom: 4px; }
+.stat-card .stat-label { font-size: 13px; color: var(--text-secondary); text-transform: uppercase; letter-spacing: 0.5px; }
 
 /* Action cards */
 .action-card {
@@ -295,38 +274,11 @@ ENTERPRISE_CSS = """
     border: 1px solid var(--border-color);
 }
 
-.action-card h3 {
-    margin: 0 0 12px 0;
-    color: var(--text-primary);
-    font-size: 18px;
-    font-weight: 600;
-}
-
-.action-card p {
-    margin: 0 0 16px 0;
-    color: var(--text-secondary);
-    font-size: 14px;
-    line-height: 1.6;
-}
-
-.action-card ul, .action-card ol {
-    color: var(--text-secondary);
-    margin: 0;
-    padding-left: 20px;
-}
-
-.action-card li {
-    color: var(--text-secondary);
-    margin-bottom: 8px;
-    line-height: 1.5;
-}
-
-.action-card strong {
-    color: var(--text-primary);
-}
+.action-card h3 { margin: 0 0 12px 0; color: var(--text-primary); font-size: 18px; font-weight: 600; }
+.action-card p { margin: 0 0 16px 0; color: var(--text-secondary); font-size: 14px; line-height: 1.6; }
 
 /* Primary button */
-.primary-btn, button.primary {
+button.primary {
     background: linear-gradient(135deg, var(--primary-blue) 0%, var(--primary-dark) 100%) !important;
     color: white !important;
     border: none !important;
@@ -340,12 +292,8 @@ ENTERPRISE_CSS = """
     min-height: 44px !important;
 }
 
-.primary-btn:hover, button.primary:hover {
-    transform: translateY(-1px) !important;
-    box-shadow: 0 4px 12px rgba(1, 118, 211, 0.4) !important;
-}
+button.primary:hover { transform: translateY(-1px) !important; box-shadow: 0 4px 12px rgba(1, 118, 211, 0.4) !important; }
 
-/* Secondary button */
 button.secondary {
     background: var(--bg-primary) !important;
     color: var(--primary-blue) !important;
@@ -357,24 +305,14 @@ button.secondary {
     min-height: 36px !important;
 }
 
-button.secondary:hover {
-    background: var(--primary-light) !important;
-}
+button.secondary:hover { background: var(--primary-light) !important; }
 
-/* Stop button */
-.stop-btn {
+button.stop {
     background: var(--error-red) !important;
     color: white !important;
     border: none !important;
 }
 
-/* Clear button */
-.clear-btn {
-    background: var(--bg-tertiary) !important;
-    color: var(--text-secondary) !important;
-    border: 1px solid var(--border-color) !important;
-}
-
 /* Input fields */
 input[type="text"], textarea {
     background: var(--input-bg) !important;
@@ -392,114 +330,115 @@ input[type="text"]:focus, textarea:focus {
     outline: none !important;
 }
 
-/* Results panel */
-.results-panel {
+/* Prospect/Data cards - Expandable */
+.prospect-card {
     background: var(--bg-primary);
     border-radius: 12px;
-    padding: 24px;
+    margin-bottom: 12px;
     border: 1px solid var(--border-color);
-    min-height: 400px;
+    box-shadow: var(--card-shadow);
+    overflow: hidden;
 }
 
-.results-panel h3 {
-    margin: 0 0 16px 0;
-    color: var(--text-primary);
+.prospect-card-header {
+    padding: 16px 20px;
+    display: flex;
+    justify-content: space-between;
+    align-items: center;
+    cursor: pointer;
+    transition: background 0.2s ease;
+}
+
+.prospect-card-header:hover { background: var(--bg-hover); }
+
+.prospect-card-title {
     font-size: 16px;
     font-weight: 600;
+    color: var(--text-primary);
+    display: flex;
+    align-items: center;
+    gap: 10px;
 }
 
-/* Tabs styling */
-.tab-nav button {
-    border: none !important;
-    background: var(--bg-primary) !important;
-    padding: 14px 24px !important;
-    font-weight: 600 !important;
-    font-size: 14px !important;
-    color: var(--text-secondary) !important;
-    border-radius: 8px 8px 0 0 !important;
-    margin-right: 4px !important;
-    transition: all 0.2s ease !important;
+.prospect-card-badge {
+    padding: 4px 12px;
+    border-radius: 12px;
+    font-size: 12px;
+    font-weight: 600;
 }
 
-.tab-nav button:hover {
-    background: var(--bg-hover) !important;
-    color: var(--text-primary) !important;
+.badge-new { background: var(--primary-light); color: var(--primary-blue); }
+.badge-researched { background: var(--success-light); color: var(--success-green); }
+.badge-contacted { background: var(--warning-light); color: var(--warning-orange); }
+
+.prospect-card-details {
+    padding: 0 20px 20px 20px;
+    border-top: 1px solid var(--border-color);
+    background: var(--bg-secondary);
 }
 
-.tab-nav button.selected {
-    background: var(--primary-blue) !important;
-    color: white !important;
+.detail-section {
+    margin-top: 16px;
 }
 
-/* Quick action tiles - clickable buttons */
-.quick-action-btn {
-    background: var(--bg-primary) !important;
-    border: 2px solid var(--border-color) !important;
-    border-radius: 12px !important;
-    padding: 24px 16px !important;
-    text-align: center !important;
-    cursor: pointer !important;
-    transition: all 0.2s ease !important;
-    min-height: 120px !important;
-    display: flex !important;
-    flex-direction: column !important;
-    align-items: center !important;
-    justify-content: center !important;
-    gap: 8px !important;
+.detail-section h4 {
+    font-size: 13px;
+    font-weight: 600;
+    color: var(--text-secondary);
+    text-transform: uppercase;
+    letter-spacing: 0.5px;
+    margin: 0 0 8px 0;
 }
 
-.quick-action-btn:hover {
-    border-color: var(--primary-blue) !important;
-    background: var(--bg-hover) !important;
-    transform: translateY(-2px) !important;
-    box-shadow: var(--card-shadow-hover) !important;
+.detail-section p, .detail-section li {
+    font-size: 14px;
+    color: var(--text-primary);
+    line-height: 1.6;
+    margin: 4px 0;
 }
 
-/* Prospect/Email cards */
-.data-card {
+/* Chat interface */
+.chat-container {
     background: var(--bg-primary);
     border-radius: 12px;
-    padding: 20px;
-    margin-bottom: 12px;
     border: 1px solid var(--border-color);
-    box-shadow: var(--card-shadow);
-}
-
-.data-card-header {
+    height: 500px;
     display: flex;
-    justify-content: space-between;
-    align-items: center;
-    margin-bottom: 12px;
-    padding-bottom: 12px;
-    border-bottom: 1px solid var(--border-color);
+    flex-direction: column;
 }
 
-.data-card-title {
-    font-size: 16px;
-    font-weight: 600;
-    color: var(--text-primary);
+.chat-messages {
+    flex: 1;
+    overflow-y: auto;
+    padding: 20px;
 }
 
-.data-card-badge {
-    padding: 4px 12px;
-    border-radius: 12px;
-    font-size: 12px;
-    font-weight: 600;
+.chat-message {
+    margin-bottom: 16px;
+    display: flex;
+    gap: 12px;
 }
 
-.badge-new {
-    background: var(--primary-light);
-    color: var(--primary-blue);
+.chat-message.user { flex-direction: row-reverse; }
+
+.chat-bubble {
+    max-width: 70%;
+    padding: 12px 16px;
+    border-radius: 12px;
+    font-size: 14px;
+    line-height: 1.5;
 }
 
-.badge-contacted {
-    background: var(--warning-light);
-    color: var(--warning-orange);
+.chat-bubble.assistant {
+    background: var(--bg-tertiary);
+    color: var(--text-primary);
+    border-bottom-left-radius: 4px;
 }
 
-.badge-qualified {
-    background: var(--success-light);
-    color: var(--success-green);
+.chat-bubble.user {
+    background: var(--primary-blue);
+    color: white;
+    border-bottom-right-radius: 4px;
 }
 
 /* Empty state */
@@ -509,24 +448,9 @@ input[type="text"]:focus, textarea:focus {
     color: var(--text-secondary);
 }
 
-.empty-state-icon {
-    font-size: 56px;
-    margin-bottom: 16px;
-    opacity: 0.6;
-}
-
-.empty-state-title {
-    font-size: 18px;
-    font-weight: 600;
-    color: var(--text-primary);
-    margin-bottom: 8px;
-}
-
-.empty-state-desc {
-    font-size: 14px;
-    color: var(--text-secondary);
-    margin-bottom: 20px;
-}
+.empty-state-icon { font-size: 56px; margin-bottom: 16px; opacity: 0.6; }
+.empty-state-title { font-size: 18px; font-weight: 600; color: var(--text-primary); margin-bottom: 8px; }
+.empty-state-desc { font-size: 14px; color: var(--text-secondary); margin-bottom: 20px; }
 
 /* Footer */
 .footer {
@@ -537,208 +461,426 @@ input[type="text"]:focus, textarea:focus {
     margin-top: 32px;
 }
 
-.footer p {
-    margin: 0;
-    color: var(--text-secondary);
-}
-
-/* Section headers */
-.section-header {
-    display: flex;
-    justify-content: space-between;
-    align-items: center;
-    margin-bottom: 16px;
-    padding: 16px 0;
-}
-
-.section-title {
-    font-size: 20px;
-    font-weight: 600;
-    color: var(--text-primary);
-    margin: 0;
+/* Tabs */
+.tab-nav button {
+    border: none !important;
+    background: var(--bg-primary) !important;
+    padding: 14px 24px !important;
+    font-weight: 600 !important;
+    font-size: 14px !important;
+    color: var(--text-secondary) !important;
+    border-radius: 8px 8px 0 0 !important;
+    margin-right: 4px !important;
+    transition: all 0.2s ease !important;
 }
 
-.section-subtitle {
-    font-size: 14px;
-    color: var(--text-secondary);
-    margin: 4px 0 0 0;
-}
+.tab-nav button:hover { background: var(--bg-hover) !important; color: var(--text-primary) !important; }
+.tab-nav button.selected { background: var(--primary-blue) !important; color: white !important; }
 
-/* Loading animation */
-@keyframes pulse {
-    0%, 100% { opacity: 1; }
-    50% { opacity: 0.5; }
-}
+/* Markdown */
+.prose { max-width: none !important; }
+.prose code { background: var(--bg-tertiary) !important; padding: 2px 6px !important; border-radius: 4px !important; font-size: 13px !important; }
+.prose pre { background: var(--bg-tertiary) !important; border-radius: 8px !important; padding: 16px !important; overflow-x: auto !important; }
+.prose pre code { background: transparent !important; padding: 0 !important; }
 
-.loading {
-    animation: pulse 1.5s ease-in-out infinite;
-}
+/* Dark mode fixes */
+.dark input, .dark textarea, .dark select { background: var(--input-bg) !important; color: var(--text-primary) !important; border-color: var(--input-border) !important; }
+.dark label { color: var(--text-primary) !important; }
+.dark .prose, .dark .prose p, .dark .prose li { color: var(--text-primary) !important; }
 
 /* Responsive */
 @media (max-width: 768px) {
-    .main-header {
-        flex-direction: column;
-        text-align: center;
-        padding: 20px;
-    }
-
-    .header-content h1 {
-        font-size: 22px;
-    }
+    .main-header { flex-direction: column; text-align: center; padding: 20px; }
+    .header-content h1 { font-size: 22px; }
 }
+"""
 
-/* Dark mode overrides for Gradio components */
-.dark input, .dark textarea, .dark select {
-    background: var(--input-bg) !important;
-    color: var(--text-primary) !important;
-    border-color: var(--input-border) !important;
-}
 
-.dark label {
-    color: var(--text-primary) !important;
-}
+# ============================================================================
+# HELPER FUNCTIONS
+# ============================================================================
 
-.dark .prose, .dark .prose p, .dark .prose li {
-    color: var(--text-primary) !important;
-}
+def get_stat_html(value: str, label: str, color: str) -> str:
+    """Generate HTML for a stat card."""
+    return f"""
+    <div class="stat-card" style="border-left-color: {color};">
+        <div class="stat-value">{value}</div>
+        <div class="stat-label">{label}</div>
+    </div>
+    """
 
-.dark .prose strong {
-    color: var(--text-primary) !important;
-}
 
-.dark .prose h1, .dark .prose h2, .dark .prose h3, .dark .prose h4 {
-    color: var(--text-primary) !important;
-}
+def get_client_status_html() -> str:
+    """Get client setup status banner."""
+    if knowledge_base["client"]["name"]:
+        return f"""
+        <div class="setup-complete">
+            <span style="font-size: 24px;">✅</span>
+            <div>
+                <strong style="color: var(--success-green);">Client Profile Active</strong>
+                <p style="margin: 4px 0 0 0; font-size: 13px; color: var(--text-secondary);">
+                    Researching prospects on behalf of <strong>{knowledge_base["client"]["name"]}</strong>
+                </p>
+            </div>
+        </div>
+        """
+    else:
+        return """
+        <div class="setup-required">
+            <span style="font-size: 24px;">⚠️</span>
+            <div>
+                <strong style="color: var(--warning-orange);">Setup Required</strong>
+                <p style="margin: 4px 0 0 0; font-size: 13px; color: var(--text-secondary);">
+                    Please go to the <strong>Setup</strong> tab to enter your company name before researching prospects.
+                </p>
+            </div>
+        </div>
+        """
 
-.dark .prose table th, .dark .prose table td {
-    border-color: var(--border-color) !important;
-    color: var(--text-primary) !important;
-}
 
-.dark details summary {
-    color: var(--text-primary) !important;
-}
+def get_dashboard_stats():
+    """Get current dashboard statistics."""
+    prospects_count = len(knowledge_base["prospects"])
+    emails_count = len(knowledge_base["emails"])
+    contacts_count = len(knowledge_base["contacts"])
 
-/* Reset/Stop button styling */
-button.stop {
-    background: var(--error-red) !important;
-    color: white !important;
-    border: none !important;
-}
+    return (
+        get_stat_html(str(prospects_count), "Prospects Researched", "var(--primary-blue)"),
+        get_stat_html(str(emails_count), "Emails Drafted", "var(--success-green)"),
+        get_stat_html(str(contacts_count), "Contacts Found", "var(--warning-orange)"),
+        get_client_status_html()
+    )
 
-button.stop:hover {
-    background: #c91b1b !important;
-}
 
-/* Better radio button styling */
-.gradio-radio label {
-    padding: 12px 16px !important;
-    border-radius: 8px !important;
-    border: 2px solid var(--border-color) !important;
-    margin-bottom: 8px !important;
-    transition: all 0.2s ease !important;
-    cursor: pointer !important;
-}
+def get_prospects_html() -> str:
+    """Generate expandable prospect cards."""
+    if not knowledge_base["prospects"]:
+        return """
+        <div class="empty-state">
+            <div class="empty-state-icon">🎯</div>
+            <div class="empty-state-title">No prospects yet</div>
+            <div class="empty-state-desc">Research your first prospect company to build your pipeline</div>
+        </div>
+        """
 
-.gradio-radio label:hover {
-    border-color: var(--primary-blue) !important;
-    background: var(--bg-hover) !important;
-}
+    html = ""
+    for i, p in enumerate(reversed(knowledge_base["prospects"])):
+        status_class = "badge-researched" if p.get("research_complete") else "badge-new"
+        status_text = "RESEARCHED" if p.get("research_complete") else "NEW"
+
+        # Build details section
+        details_html = ""
+
+        if p.get("summary"):
+            details_html += f"""
+            <div class="detail-section">
+                <h4>📋 Company Summary</h4>
+                <p>{p.get("summary", "No summary available")}</p>
+            </div>
+            """
 
-.gradio-radio input:checked + label {
-    border-color: var(--primary-blue) !important;
-    background: var(--primary-light) !important;
-}
+        if p.get("industry"):
+            details_html += f"""
+            <div class="detail-section">
+                <h4>🏢 Industry</h4>
+                <p>{p.get("industry", "Unknown")}</p>
+            </div>
+            """
+
+        if p.get("pain_points"):
+            pain_points_list = "".join([f"<li>{pp}</li>" for pp in p.get("pain_points", [])])
+            details_html += f"""
+            <div class="detail-section">
+                <h4>🎯 Pain Points Identified</h4>
+                <ul style="margin: 0; padding-left: 20px;">{pain_points_list}</ul>
+            </div>
+            """
+
+        if p.get("contacts"):
+            contacts_list = "".join([f"<li><strong>{c.get('name', 'Unknown')}</strong> - {c.get('title', 'Unknown title')}</li>" for c in p.get("contacts", [])])
+            details_html += f"""
+            <div class="detail-section">
+                <h4>👥 Decision Makers</h4>
+                <ul style="margin: 0; padding-left: 20px;">{contacts_list}</ul>
+            </div>
+            """
 
-/* Progress bar styling */
-.progress-bar {
-    background: var(--primary-light) !important;
-    border-radius: 8px !important;
-}
+        if p.get("email_drafted"):
+            details_html += f"""
+            <div class="detail-section">
+                <h4>✉️ Email Status</h4>
+                <p style="color: var(--success-green);">✅ Outreach email drafted</p>
+            </div>
+            """
 
-.progress-bar > div {
-    background: linear-gradient(90deg, var(--primary-blue), var(--primary-dark)) !important;
-    border-radius: 8px !important;
-}
+        details_html += f"""
+        <div class="detail-section">
+            <h4>📅 Researched</h4>
+            <p>{p.get("researched_at", "Unknown date")}</p>
+        </div>
+        """
 
-/* Smooth transitions for all interactive elements */
-button, input, .data-card, .stat-card, .action-card {
-    transition: all 0.2s ease !important;
-}
+        html += f"""
+        <details class="prospect-card">
+            <summary class="prospect-card-header">
+                <span class="prospect-card-title">
+                    🏢 {p.get("name", "Unknown Company")}
+                </span>
+                <span class="prospect-card-badge {status_class}">{status_text}</span>
+            </summary>
+            <div class="prospect-card-details">
+                {details_html}
+            </div>
+        </details>
+        """
 
-/* Better markdown rendering */
-.prose {
-    max-width: none !important;
-}
+    return html
 
-.prose code {
-    background: var(--bg-tertiary) !important;
-    padding: 2px 6px !important;
-    border-radius: 4px !important;
-    font-size: 13px !important;
-}
 
-.prose pre {
-    background: var(--bg-tertiary) !important;
-    border-radius: 8px !important;
-    padding: 16px !important;
-    overflow-x: auto !important;
-}
+def get_emails_html() -> str:
+    """Generate expandable email cards."""
+    if not knowledge_base["emails"]:
+        return """
+        <div class="empty-state">
+            <div class="empty-state-icon">✉️</div>
+            <div class="empty-state-title">No emails drafted yet</div>
+            <div class="empty-state-desc">Research a prospect to automatically generate personalized outreach emails</div>
+        </div>
+        """
 
-.prose pre code {
-    background: transparent !important;
-    padding: 0 !important;
-}
+    html = ""
+    for e in reversed(knowledge_base["emails"]):
+        body_display = e.get("body", "").replace("\n", "<br>")
 
-/* Status indicator animation */
-@keyframes statusPulse {
-    0%, 100% { box-shadow: 0 0 0 0 rgba(1, 118, 211, 0.4); }
-    50% { box-shadow: 0 0 0 8px rgba(1, 118, 211, 0); }
-}
+        html += f"""
+        <details class="prospect-card">
+            <summary class="prospect-card-header">
+                <span class="prospect-card-title">
+                    ✉️ {e.get("subject", "No subject")[:50]}{'...' if len(e.get("subject", "")) > 50 else ''}
+                </span>
+                <span class="prospect-card-badge badge-new">{e.get("status", "DRAFT").upper()}</span>
+            </summary>
+            <div class="prospect-card-details">
+                <div class="detail-section">
+                    <h4>📧 Recipient</h4>
+                    <p>{e.get("to", "Not specified")}</p>
+                </div>
+                <div class="detail-section">
+                    <h4>🏢 Prospect Company</h4>
+                    <p>{e.get("prospect_company", "Unknown")}</p>
+                </div>
+                <div class="detail-section">
+                    <h4>📝 Subject Line</h4>
+                    <p><strong>{e.get("subject", "No subject")}</strong></p>
+                </div>
+                <div class="detail-section">
+                    <h4>📄 Email Body</h4>
+                    <div style="background: var(--bg-tertiary); padding: 16px; border-radius: 8px; margin-top: 8px;">
+                        <p style="white-space: pre-wrap; margin: 0;">{body_display}</p>
+                    </div>
+                </div>
+                <div class="detail-section">
+                    <h4>📅 Created</h4>
+                    <p>{e.get("created_at", "Unknown date")}</p>
+                </div>
+            </div>
+        </details>
+        """
 
-.status-active {
-    animation: statusPulse 2s infinite;
-}
-"""
+    return html
+
+
+def reset_all_data():
+    """Reset all session data."""
+    global knowledge_base
+    knowledge_base = {
+        "client": {
+            "name": None,
+            "profile": None,
+            "products_services": [],
+            "value_proposition": None,
+            "target_market": None,
+            "competitive_advantages": [],
+            "researched_at": None,
+            "raw_research": None
+        },
+        "prospects": [],
+        "contacts": [],
+        "emails": [],
+        "chat_history": [],
+        "handoff_packets": []
+    }
+    stats = get_dashboard_stats()
+    return (
+        stats[0], stats[1], stats[2], stats[3],
+        get_prospects_html(),
+        get_emails_html(),
+        "",  # Clear client name input
+        "*Setup required. Enter your company name above.*",
+        "*Enter a prospect company name and click 'Research Prospect' to begin.*"
+    )
 
 
 # ============================================================================
-# AGENT EXECUTION
+# CLIENT SETUP - Research the user's company
 # ============================================================================
-async def run_sales_agent(company_name: str, task_type: str, progress=gr.Progress()):
-    """Run the AI agent with user-friendly output formatting."""
-    global session_data
+async def setup_client_company(company_name: str, progress=gr.Progress()):
+    """Research and setup the client (user's) company profile."""
+    global knowledge_base
 
     if not company_name or not company_name.strip():
-        yield format_error("Please enter a company name to research.")
+        yield "⚠️ Please enter your company name."
         return
 
+    company_name = company_name.strip()
+
     hf_token = os.getenv('HF_TOKEN') or os.getenv('HF_API_TOKEN')
     if not hf_token:
-        yield format_error("AI services not configured. Please contact your administrator.")
+        yield "❌ AI services not configured. Please contact administrator."
         return
 
-    company_name = company_name.strip()
+    output = f"""
+## 🏢 Setting Up: {company_name}
+
+Building your company's knowledge base...
+
+---
+
+### ⏳ Progress
+
+"""
+    yield output
+    progress(0.1, desc="Initializing...")
+
+    try:
+        agent = AutonomousMCPAgentHF(
+            mcp_registry=mcp_registry,
+            hf_token=hf_token,
+            provider=os.getenv('HF_PROVIDER', 'nscale'),
+            model=os.getenv('HF_MODEL', 'Qwen/Qwen3-4B-Instruct-2507')
+        )
+        output += "✅ AI Agent initialized\n\n"
+        yield output
+        progress(0.2, desc="Agent ready...")
+    except Exception as e:
+        logger.error(f"Agent init failed: {e}")
+        yield f"❌ Could not start AI agent: {e}"
+        return
 
-    # Build task based on type
-    task_templates = {
-        "full_research": f"Research {company_name} thoroughly: find company information, identify 3-5 key decision makers (CEO, VP Sales, CTO), save company profile and contacts, then draft a personalized outreach email to the primary contact.",
-        "company_profile": f"Research {company_name} and create a detailed company profile including industry, size, recent news, and key business insights. Save all information to the database.",
-        "find_contacts": f"Find decision makers at {company_name} including CEO, VP of Sales, CTO, and other executives. Save their contact information with names, titles, and any available LinkedIn profiles.",
-        "draft_email": f"Research {company_name}, understand their business challenges, and draft a personalized B2B sales outreach email that addresses their specific pain points.",
-        "competitive_intel": f"Research {company_name} and gather competitive intelligence including their products, market position, recent news, funding, and potential pain points we could address."
+    task = f"""Research {company_name} thoroughly to build a comprehensive company profile. Find:
+1. Company overview, mission, and what they do
+2. Products and services they offer
+3. Their target market and ideal customers
+4. Value proposition and competitive advantages
+5. Recent news, funding, or important developments
+6. Industry and market position
+
+Save all findings to the knowledge base. This is OUR company - we will use this info to personalize outreach to prospects."""
+
+    research_data = {
+        "name": company_name,
+        "summary": "",
+        "products_services": [],
+        "value_proposition": "",
+        "target_market": "",
+        "competitive_advantages": [],
+        "raw_research": ""
     }
 
-    task = task_templates.get(task_type, task_templates["full_research"])
+    try:
+        iteration = 0
+        async for event in agent.run(task, max_iterations=12):
+            event_type = event.get("type")
+            iteration += 1
+            progress_pct = min(0.2 + (iteration * 0.06), 0.9)
+
+            if event_type == "tool_call":
+                tool = event.get("tool", "")
+                if tool == "search_web":
+                    output += f"🔍 Searching for {company_name} information...\n"
+                elif tool == "search_news":
+                    output += f"📰 Finding recent news about {company_name}...\n"
+                elif tool == "save_company":
+                    output += f"💾 Saving company profile...\n"
+                elif tool == "save_fact":
+                    output += f"📝 Recording business insight...\n"
+                yield output
+                progress(progress_pct, desc="Researching...")
+
+            elif event_type == "tool_result":
+                tool = event.get("tool", "")
+                if tool in ["search_web", "search_news"]:
+                    result = event.get("result", {})
+                    count = result.get("count", 0) if isinstance(result, dict) else 0
+                    output += f"   ✅ Found {count} results\n"
+                elif tool == "save_company":
+                    output += "   ✅ Company profile saved\n"
+                yield output
+
+            elif event_type == "agent_complete":
+                final_answer = event.get("final_answer", "")
+                research_data["raw_research"] = final_answer
+                research_data["summary"] = final_answer[:500] + "..." if len(final_answer) > 500 else final_answer
+
+                # Update knowledge base
+                knowledge_base["client"] = {
+                    "name": company_name,
+                    "profile": research_data,
+                    "products_services": research_data.get("products_services", []),
+                    "value_proposition": research_data.get("value_proposition", ""),
+                    "target_market": research_data.get("target_market", ""),
+                    "competitive_advantages": research_data.get("competitive_advantages", []),
+                    "researched_at": datetime.now().strftime("%Y-%m-%d %H:%M"),
+                    "raw_research": final_answer
+                }
 
-    provider = os.getenv('HF_PROVIDER', 'nscale')
-    model = os.getenv('HF_MODEL', 'Qwen/Qwen3-4B-Instruct-2507')
+                output += "\n---\n\n"
+                output += f"## ✅ {company_name} Profile Complete!\n\n"
+                output += "Your company knowledge base has been created. You can now:\n\n"
+                output += "1. **Research Prospects** - Go to the Prospects tab\n"
+                output += "2. **Generate Emails** - Personalized based on your company\n"
+                output += "3. **Use AI Chat** - Ask questions about prospects\n\n"
+                output += "---\n\n"
+                output += "### 📋 Research Summary\n\n"
+                output += final_answer
+
+                yield output
+                progress(1.0, desc="Complete!")
+                return
+
+    except Exception as e:
+        logger.error(f"Client setup error: {e}")
+        output += f"\n\n⚠️ Research interrupted: {e}\n"
+        yield output
+
+
+# ============================================================================
+# PROSPECT RESEARCH
+# ============================================================================
+async def research_prospect(prospect_name: str, progress=gr.Progress()):
+    """Research a prospect company."""
+    global knowledge_base
+
+    if not knowledge_base["client"]["name"]:
+        yield "⚠️ **Setup Required**: Please go to the Setup tab and enter your company name first."
+        return
+
+    if not prospect_name or not prospect_name.strip():
+        yield "⚠️ Please enter a prospect company name."
+        return
+
+    prospect_name = prospect_name.strip()
+    client_name = knowledge_base["client"]["name"]
+
+    hf_token = os.getenv('HF_TOKEN') or os.getenv('HF_API_TOKEN')
+    if not hf_token:
+        yield "❌ AI services not configured."
+        return
 
-    # User-friendly output
     output = f"""
-## 🔍 Researching: {company_name}
+## 🎯 Researching: {prospect_name}
 
-**Task:** {get_task_label(task_type)}
+**On behalf of:** {client_name}
 
 ---
 
@@ -746,342 +888,347 @@ async def run_sales_agent(company_name: str, task_type: str, progress=gr.Progres
 
 """
     yield output
-    progress(0.1, desc="Starting research...")
+    progress(0.1, desc="Initializing...")
 
     try:
         agent = AutonomousMCPAgentHF(
             mcp_registry=mcp_registry,
             hf_token=hf_token,
-            provider=provider,
-            model=model
+            provider=os.getenv('HF_PROVIDER', 'nscale'),
+            model=os.getenv('HF_MODEL', 'Qwen/Qwen3-4B-Instruct-2507')
         )
-
         output += "✅ AI Agent initialized\n\n"
         yield output
         progress(0.2, desc="Agent ready...")
-
     except Exception as e:
-        logger.error(f"Agent initialization failed: {e}")
-        yield format_error(f"Could not start AI agent. Please try again later.")
+        logger.error(f"Agent init failed: {e}")
+        yield f"❌ Could not start AI agent: {e}"
         return
 
-    # Track results for summary
-    results = {
-        "company_saved": False,
-        "contacts_found": 0,
-        "facts_gathered": 0,
+    # Build context from client knowledge base
+    client_context = f"""
+You are researching {prospect_name} on behalf of {client_name}.
+
+About {client_name} (our company):
+{knowledge_base["client"].get("raw_research", "A B2B company looking for new clients.")}
+
+Your task:
+1. Research {prospect_name} thoroughly - company info, products, recent news
+2. Identify 3-5 key decision makers (CEO, VP Sales, CTO, etc.)
+3. Identify pain points that {client_name} could help solve
+4. Save all prospects, contacts, and facts to the database
+5. Draft a personalized outreach email from {client_name} to {prospect_name}
+
+The email should:
+- Reference specific {prospect_name} challenges
+- Explain how {client_name} can help
+- Be professional and personalized
+"""
+
+    prospect_data = {
+        "name": prospect_name,
+        "summary": "",
+        "industry": "",
+        "pain_points": [],
+        "contacts": [],
+        "research_complete": False,
         "email_drafted": False,
-        "email_content": "",
-        "email_subject": "",
-        "email_to": "",
-        "steps_completed": []
+        "researched_at": datetime.now().strftime("%Y-%m-%d %H:%M")
+    }
+
+    email_data = {
+        "to": "",
+        "subject": "",
+        "body": "",
+        "prospect_company": prospect_name,
+        "created_at": datetime.now().strftime("%Y-%m-%d %H:%M"),
+        "status": "draft"
     }
 
     try:
         iteration = 0
-        async for event in agent.run(task, max_iterations=15):
+        async for event in agent.run(client_context, max_iterations=15):
             event_type = event.get("type")
             iteration += 1
-
             progress_pct = min(0.2 + (iteration * 0.05), 0.9)
 
             if event_type == "tool_call":
                 tool = event.get("tool", "")
                 tool_input = event.get("input", {})
 
-                # Capture email content from send_email tool call
-                if tool == "send_email" and isinstance(tool_input, dict):
-                    results["email_content"] = tool_input.get("body", "")
-                    results["email_subject"] = tool_input.get("subject", f"Introduction - {company_name}")
-                    results["email_to"] = tool_input.get("to", "")
+                if tool == "search_web":
+                    output += f"🔍 Searching for {prospect_name} information...\n"
+                elif tool == "search_news":
+                    output += f"📰 Finding recent news...\n"
+                elif tool == "save_company":
+                    output += f"💾 Saving company profile...\n"
+                elif tool == "save_prospect":
+                    output += f"🎯 Creating prospect record...\n"
+                elif tool == "save_contact":
+                    name = tool_input.get("name", "contact") if isinstance(tool_input, dict) else "contact"
+                    output += f"👤 Saving contact: {name}...\n"
+                elif tool == "save_fact":
+                    output += f"📝 Recording insight...\n"
+                elif tool == "send_email":
+                    output += f"✉️ Drafting outreach email...\n"
+                    if isinstance(tool_input, dict):
+                        email_data["to"] = tool_input.get("to", "")
+                        email_data["subject"] = tool_input.get("subject", f"Introduction from {client_name}")
+                        email_data["body"] = tool_input.get("body", "")
 
-                step_desc = get_friendly_step(tool, tool_input, company_name)
-                if step_desc:
-                    output += f"🔄 {step_desc}\n"
-                    results["steps_completed"].append(step_desc)
-                    yield output
-                    progress(progress_pct, desc=step_desc[:50])
+                yield output
+                progress(progress_pct, desc="Researching...")
 
             elif event_type == "tool_result":
                 tool = event.get("tool", "")
                 result = event.get("result", {})
 
-                if tool == "save_company":
-                    results["company_saved"] = True
-                    output += "   ✅ Company profile saved\n"
-                elif tool == "save_contact":
-                    results["contacts_found"] += 1
-                    output += f"   ✅ Contact #{results['contacts_found']} saved\n"
-                elif tool == "save_fact":
-                    results["facts_gathered"] += 1
-                elif tool == "save_prospect":
-                    output += "   ✅ Prospect record created\n"
-                    # Add to session data
-                    session_data["prospects"].append({
-                        "company": company_name,
-                        "status": "new",
-                        "date": datetime.now().strftime("%Y-%m-%d %H:%M"),
-                        "contacts": results["contacts_found"]
-                    })
-                elif tool in ["search_web", "search_news"]:
+                if tool in ["search_web", "search_news"]:
                     count = result.get("count", 0) if isinstance(result, dict) else 0
                     output += f"   ✅ Found {count} results\n"
+                elif tool == "save_company":
+                    output += "   ✅ Company saved\n"
+                elif tool == "save_prospect":
+                    output += "   ✅ Prospect created\n"
+                    prospect_data["research_complete"] = True
+                elif tool == "save_contact":
+                    output += "   ✅ Contact saved\n"
+                    # Track contact
+                    contact_input = event.get("input", {})
+                    if isinstance(contact_input, dict):
+                        prospect_data["contacts"].append({
+                            "name": contact_input.get("name", "Unknown"),
+                            "title": contact_input.get("title", "Unknown")
+                        })
+                        knowledge_base["contacts"].append({
+                            "name": contact_input.get("name", "Unknown"),
+                            "title": contact_input.get("title", "Unknown"),
+                            "company": prospect_name
+                        })
                 elif tool == "send_email":
-                    results["email_drafted"] = True
                     output += "   ✅ Email drafted\n"
-                    # Add to session emails with full content
-                    session_data["emails"].append({
-                        "company": company_name,
-                        "date": datetime.now().strftime("%Y-%m-%d %H:%M"),
-                        "subject": results["email_subject"] or f"Introduction - {company_name}",
-                        "to": results["email_to"],
-                        "body": results["email_content"],
-                        "status": "draft"
-                    })
+                    prospect_data["email_drafted"] = True
 
                 yield output
 
-            elif event_type == "tool_error":
-                pass  # Don't show errors to users
-
             elif event_type == "agent_complete":
                 final_answer = event.get("final_answer", "")
-                session_data["research_count"] += 1
+                prospect_data["summary"] = final_answer[:300] + "..." if len(final_answer) > 300 else final_answer
+
+                # Save to knowledge base
+                knowledge_base["prospects"].append(prospect_data)
+
+                if email_data["body"]:
+                    knowledge_base["emails"].append(email_data)
 
                 output += "\n---\n\n"
-                output += "## ✅ Research Complete!\n\n"
-                output += format_results_summary(results, company_name)
-                output += "\n### 📋 Detailed Findings\n\n"
+                output += f"## ✅ Research Complete: {prospect_name}\n\n"
+                output += "| Metric | Result |\n"
+                output += "|--------|--------|\n"
+                output += f"| Company Profile | ✅ Saved |\n"
+                output += f"| Decision Makers | {len(prospect_data['contacts'])} found |\n"
+                output += f"| Outreach Email | {'✅ Drafted' if prospect_data['email_drafted'] else '⏳ Pending'} |\n\n"
+
+                if email_data["body"]:
+                    output += "---\n\n"
+                    output += "### ✉️ Drafted Email\n\n"
+                    output += f"**To:** {email_data['to']}\n\n"
+                    output += f"**Subject:** {email_data['subject']}\n\n"
+                    output += f"```\n{email_data['body']}\n```\n\n"
+
+                output += "---\n\n"
+                output += "### 📋 Research Summary\n\n"
                 output += final_answer
 
                 yield output
                 progress(1.0, desc="Complete!")
-
-            elif event_type == "agent_error":
-                output += f"\n⚠️ Encountered an issue, but partial results may be available.\n"
-                yield output
-
-            elif event_type == "agent_max_iterations":
-                output += "\n---\n\n"
-                output += "## ⏱️ Research Summary\n\n"
-                output += format_results_summary(results, company_name)
-                output += "\n*Research time limit reached. Results above are partial.*\n"
-                yield output
+                return
 
     except Exception as e:
-        logger.error(f"Agent execution error: {e}")
-        output += f"\n\n⚠️ Research interrupted. Partial results may be available above.\n"
+        logger.error(f"Prospect research error: {e}")
+        output += f"\n\n⚠️ Research interrupted: {e}\n"
         yield output
 
 
-def get_task_label(task_type: str) -> str:
-    """Get user-friendly task label."""
-    labels = {
-        "full_research": "Complete prospect research with contacts and email",
-        "company_profile": "Company profile and insights",
-        "find_contacts": "Find decision makers",
-        "draft_email": "Draft personalized outreach email",
-        "competitive_intel": "Competitive intelligence gathering"
-    }
-    return labels.get(task_type, "Research task")
-
-
-def get_friendly_step(tool: str, tool_input: dict, company: str) -> str:
-    """Convert technical tool names to user-friendly descriptions."""
-    friendly = {
-        "search_web": f"Searching for {company} information...",
-        "search_news": f"Finding recent news about {company}...",
-        "save_company": f"Saving {company} company profile...",
-        "save_prospect": f"Creating prospect record for {company}...",
-        "save_contact": f"Saving contact: {tool_input.get('name', 'decision maker')}...",
-        "save_fact": "Recording business insight...",
-        "get_company": f"Retrieving {company} data...",
-        "get_prospect": "Loading prospect information...",
-        "list_prospects": "Checking existing prospects...",
-        "send_email": "Drafting outreach email...",
-        "get_thread": "Loading email thread...",
-        "suggest_slots": "Finding available meeting times...",
-        "generate_ics": "Creating calendar invite..."
-    }
-    return friendly.get(tool, "")
-
-
-def format_results_summary(results: dict, company: str) -> str:
-    """Format a user-friendly results summary."""
-    summary = f"### 📊 Results for {company}\n\n"
-    summary += "| Metric | Status |\n"
-    summary += "|--------|--------|\n"
-    summary += f"| Company Profile | {'✅ Saved' if results['company_saved'] else '⏳ Pending'} |\n"
-    summary += f"| Contacts Found | {results['contacts_found']} decision makers |\n"
-    summary += f"| Business Insights | {results['facts_gathered']} facts gathered |\n"
-    summary += f"| Outreach Email | {'✅ Drafted' if results['email_drafted'] else '⏳ Pending'} |\n\n"
-
-    # Add email content if drafted
-    if results['email_drafted'] and results.get('email_content'):
-        summary += "---\n\n"
-        summary += "### ✉️ Drafted Outreach Email\n\n"
-        if results.get('email_to'):
-            summary += f"**To:** {results['email_to']}\n\n"
-        if results.get('email_subject'):
-            summary += f"**Subject:** {results['email_subject']}\n\n"
-        summary += "**Email Body:**\n\n"
-        summary += f"```\n{results['email_content']}\n```\n\n"
-        summary += "*💡 Tip: Copy this email and personalize it before sending. You can also view all drafted emails in the Emails tab.*\n\n"
-
-    return summary
-
-
-def format_error(message: str) -> str:
-    """Format user-friendly error message."""
-    return f"""
-## ⚠️ Unable to Complete Request
+# ============================================================================
+# AI CHAT
+# ============================================================================
+def chat_with_ai(message: str, history: list) -> tuple:
+    """AI chat for prospect engagement."""
+    if not knowledge_base["client"]["name"]:
+        return history + [[message, "⚠️ Please complete the Setup first. I need to know about your company before I can help with prospect conversations."]], ""
+
+    if not message.strip():
+        return history, ""
+
+    # Build context from knowledge base
+    client_info = f"Client Company: {knowledge_base['client']['name']}\n"
+    if knowledge_base['client'].get('raw_research'):
+        client_info += f"About: {knowledge_base['client']['raw_research'][:500]}...\n"
+
+    prospects_info = ""
+    if knowledge_base["prospects"]:
+        prospects_info = "Researched Prospects:\n"
+        for p in knowledge_base["prospects"][-5:]:
+            prospects_info += f"- {p['name']}: {p.get('summary', 'No summary')[:100]}...\n"
+
+    # For now, provide a helpful response based on context
+    # In production, this would call the LLM with full context
+
+    response = f"""Based on your knowledge base:
 
-{message}
+**Your Company:** {knowledge_base['client']['name']}
+**Prospects Researched:** {len(knowledge_base['prospects'])}
+**Emails Drafted:** {len(knowledge_base['emails'])}
 
-**Need help?** Try:
-- Checking your internet connection
-- Using a different company name
-- Refreshing the page
+I can help you with:
+1. **Talking points** for prospect calls
+2. **Email refinement** suggestions
+3. **Objection handling** strategies
+4. **Prospect insights** from research
+
+What would you like help with?"""
+
+    # Add to history
+    new_history = history + [[message, response]]
+    knowledge_base["chat_history"].append({"user": message, "assistant": response})
+
+    return new_history, ""
+
+
+# ============================================================================
+# HANDOFF PACKET GENERATION
+# ============================================================================
+def generate_handoff_packet(prospect_name: str) -> str:
+    """Generate a comprehensive handoff packet for a prospect."""
+    if not prospect_name:
+        return "⚠️ Please select a prospect to generate handoff packet."
+
+    # Find the prospect
+    prospect = None
+    for p in knowledge_base["prospects"]:
+        if p["name"].lower() == prospect_name.lower():
+            prospect = p
+            break
+
+    if not prospect:
+        return f"⚠️ Prospect '{prospect_name}' not found. Please research them first."
+
+    # Find related email
+    email = None
+    for e in knowledge_base["emails"]:
+        if e["prospect_company"].lower() == prospect_name.lower():
+            email = e
+            break
+
+    client_name = knowledge_base["client"]["name"]
+
+    packet = f"""
+# 📋 Sales Handoff Packet
+
+## {prospect["name"]}
+
+**Prepared by:** CX AI Agent
+**On behalf of:** {client_name}
+**Date:** {datetime.now().strftime("%Y-%m-%d")}
+
+---
+
+## 1. Company Overview
+
+{prospect.get("summary", "No summary available.")}
+
+**Industry:** {prospect.get("industry", "Unknown")}
+**Research Date:** {prospect.get("researched_at", "Unknown")}
+
+---
+
+## 2. Key Decision Makers
 
-If the problem persists, please try again in a few minutes.
 """
 
+    if prospect.get("contacts"):
+        for c in prospect["contacts"]:
+            packet += f"- **{c.get('name', 'Unknown')}** - {c.get('title', 'Unknown title')}\n"
+    else:
+        packet += "No contacts identified yet.\n"
 
-def clear_results():
-    """Clear research results."""
-    return "*Enter a company name and click 'Start Research' to begin.*"
+    packet += """
+---
 
+## 3. Pain Points & Opportunities
 
-def reset_all_data():
-    """Reset all session data."""
-    global session_data
-    session_data = {
-        "prospects": [],
-        "emails": [],
-        "contacts": [],
-        "research_count": 0
-    }
-    return (
-        get_stat_html("0", "Prospects Researched", "var(--primary-blue)"),
-        get_stat_html("0", "Emails Drafted", "var(--success-green)"),
-        get_stat_html("0", "Contacts Found", "var(--warning-orange)"),
-        get_prospects_html(),
-        get_emails_html(),
-        "*All data has been reset. Enter a company name to start fresh.*"
-    )
+"""
 
+    if prospect.get("pain_points"):
+        for pp in prospect["pain_points"]:
+            packet += f"- {pp}\n"
+    else:
+        packet += "Pain points to be identified during discovery call.\n"
 
-def get_stat_html(value: str, label: str, color: str) -> str:
-    """Generate HTML for a stat card."""
-    return f"""
-    <div class="stat-card" style="border-left-color: {color};">
-        <div class="stat-value">{value}</div>
-        <div class="stat-label">{label}</div>
-    </div>
-    """
+    packet += f"""
+---
 
+## 4. Recommended Approach
 
-def get_dashboard_stats():
-    """Get current dashboard statistics as HTML."""
-    prospects_count = len(session_data["prospects"])
-    emails_count = len(session_data["emails"])
-    contacts_count = sum(p.get("contacts", 0) for p in session_data["prospects"])
+### Talking Points
+1. Open with reference to their recent news/challenges
+2. Connect {client_name}'s solutions to their pain points
+3. Share relevant case study or success story
+4. Propose specific next step (demo, deeper dive, etc.)
 
-    return (
-        get_stat_html(str(prospects_count), "Prospects Researched", "var(--primary-blue)"),
-        get_stat_html(str(emails_count), "Emails Drafted", "var(--success-green)"),
-        get_stat_html(str(contacts_count), "Contacts Found", "var(--warning-orange)")
-    )
+### Objection Handling
+- **"We're happy with current solution"** → Ask about scaling challenges
+- **"Not the right time"** → Offer to share insights for future reference
+- **"Too expensive"** → Focus on ROI and long-term value
 
+---
 
-def get_prospects_html():
-    """Generate HTML for prospects list."""
-    if not session_data["prospects"]:
-        return """
-        <div class="empty-state">
-            <div class="empty-state-icon">📁</div>
-            <div class="empty-state-title">No prospects yet</div>
-            <div class="empty-state-desc">Research your first company to get started</div>
-        </div>
-        """
+## 5. Drafted Outreach Email
 
-    html = ""
-    for p in reversed(session_data["prospects"][-10:]):  # Show last 10
-        badge_class = "badge-new" if p["status"] == "new" else "badge-contacted"
-        html += f"""
-        <div class="data-card">
-            <div class="data-card-header">
-                <span class="data-card-title">🏢 {p['company']}</span>
-                <span class="data-card-badge {badge_class}">{p['status'].upper()}</span>
-            </div>
-            <div style="color: var(--text-secondary); font-size: 13px;">
-                <p style="margin: 4px 0;">📅 Researched: {p['date']}</p>
-                <p style="margin: 4px 0;">👥 Contacts: {p.get('contacts', 0)}</p>
-            </div>
-        </div>
-        """
-    return html
+"""
 
+    if email:
+        packet += f"""**To:** {email.get("to", "Not specified")}
+**Subject:** {email.get("subject", "No subject")}
 
-def get_emails_html():
-    """Generate HTML for emails list."""
-    if not session_data["emails"]:
-        return """
-        <div class="empty-state">
-            <div class="empty-state-icon">✉️</div>
-            <div class="empty-state-title">No emails drafted yet</div>
-            <div class="empty-state-desc">Research a company with email drafting to get started</div>
-        </div>
-        """
+---
 
-    html = ""
-    for e in reversed(session_data["emails"][-10:]):  # Show last 10
-        # Escape HTML in body and format for display
-        body = e.get('body', '')
-        if body:
-            # Convert newlines to <br> and escape HTML
-            body_display = body.replace('&', '&amp;').replace('<', '&lt;').replace('>', '&gt;').replace('\n', '<br>')
-            body_preview = body[:200] + "..." if len(body) > 200 else body
-            body_preview = body_preview.replace('&', '&amp;').replace('<', '&lt;').replace('>', '&gt;').replace('\n', ' ')
-        else:
-            body_display = "<em>No content available</em>"
-            body_preview = "No preview available"
-
-        to_addr = e.get('to', 'Not specified')
-        subject = e.get('subject', 'No subject')
+{email.get("body", "No email body.")}
 
-        html += f"""
-        <div class="data-card">
-            <div class="data-card-header">
-                <span class="data-card-title">✉️ {subject[:60]}{'...' if len(subject) > 60 else ''}</span>
-                <span class="data-card-badge badge-new">{e['status'].upper()}</span>
-            </div>
-            <div style="color: var(--text-secondary); font-size: 13px; margin-bottom: 12px;">
-                <p style="margin: 4px 0;">🏢 Company: <strong>{e['company']}</strong></p>
-                <p style="margin: 4px 0;">📧 To: {to_addr}</p>
-                <p style="margin: 4px 0;">📅 Created: {e['date']}</p>
-            </div>
-            <details style="margin-top: 12px; border-top: 1px solid var(--border-color); padding-top: 12px;">
-                <summary style="cursor: pointer; font-weight: 600; color: var(--primary-blue); padding: 4px 0;">
-                    📄 View Full Email Content
-                </summary>
-                <div style="margin-top: 12px; padding: 16px; background: var(--bg-secondary); border-radius: 8px; border: 1px solid var(--border-color);">
-                    <p style="margin: 0 0 8px 0; font-weight: 600; color: var(--text-primary);">Subject: {subject}</p>
-                    <p style="margin: 0 0 12px 0; color: var(--text-secondary);">To: {to_addr}</p>
-                    <hr style="border: none; border-top: 1px solid var(--border-color); margin: 12px 0;">
-                    <div style="color: var(--text-primary); line-height: 1.6; white-space: pre-wrap;">{body_display}</div>
-                </div>
-            </details>
-        </div>
-        """
-    return html
+---
+"""
+    else:
+        packet += "No email drafted yet. Research the prospect to generate one.\n"
+
+    packet += f"""
+---
+
+## 6. Next Steps
+
+- [ ] Review and personalize outreach email
+- [ ] Schedule initial outreach
+- [ ] Prepare for discovery call
+- [ ] Update CRM with research findings
+
+---
+
+*Generated by CX AI Agent on behalf of {client_name}*
+"""
+
+    return packet
+
+
+def get_prospect_choices():
+    """Get list of prospect names for dropdown."""
+    return [p["name"] for p in knowledge_base["prospects"]] if knowledge_base["prospects"] else []
 
 
 # ============================================================================
-# GRADIO UI - ENTERPRISE DESIGN
+# GRADIO UI
 # ============================================================================
-def create_enterprise_ui():
-    """Create enterprise-grade Gradio interface."""
+def create_app():
+    """Create the Gradio application."""
 
     with gr.Blocks(
         title="CX AI Agent - B2B Sales Intelligence",
@@ -1094,7 +1241,7 @@ def create_enterprise_ui():
         css=ENTERPRISE_CSS
     ) as demo:
 
-        # ===== HEADER/BANNER =====
+        # Header
         gr.HTML("""
         <div class="main-header">
             <div class="header-logo">
@@ -1112,28 +1259,68 @@ def create_enterprise_ui():
         </div>
         """)
 
-        # ===== MAIN TABS =====
+        # Main tabs
         with gr.Tabs() as tabs:
 
-            # ===== TAB 1: DASHBOARD =====
-            with gr.Tab("📊 Dashboard", id=0):
-                # Section header with refresh and reset
+            # ===== SETUP TAB =====
+            with gr.Tab("⚙️ Setup", id=0):
+                gr.HTML("""
+                <div style="padding: 8px 0 16px 0;">
+                    <h2 style="margin: 0; font-size: 22px; font-weight: 600; color: var(--text-primary);">Company Setup</h2>
+                    <p style="margin: 4px 0 0 0; font-size: 14px; color: var(--text-secondary);">Enter your company name to build your knowledge base</p>
+                </div>
+                """)
+
+                with gr.Row():
+                    with gr.Column(scale=1):
+                        gr.HTML("""
+                        <div class="action-card">
+                            <h3>🏢 Your Company</h3>
+                            <p>Enter your company name below. Our AI will research your company and build a knowledge base that will be used to personalize all prospect outreach.</p>
+                        </div>
+                        """)
+
+                        client_name_input = gr.Textbox(
+                            label="Company Name",
+                            placeholder="Enter your company name (e.g., Acme Corp)",
+                            lines=1
+                        )
+
+                        with gr.Row():
+                            setup_btn = gr.Button("🚀 Setup My Company", variant="primary", size="lg")
+                            reset_btn = gr.Button("🗑️ Reset All", variant="stop", size="sm")
+
+                        gr.HTML("""
+                        <div class="action-card" style="margin-top: 16px;">
+                            <h3>💡 What happens next?</h3>
+                            <ol style="margin: 0; padding-left: 20px;">
+                                <li>AI researches your company thoroughly</li>
+                                <li>Builds a knowledge base with your products, value prop, etc.</li>
+                                <li>Uses this to personalize all prospect communications</li>
+                            </ol>
+                        </div>
+                        """)
+
+                    with gr.Column(scale=2):
+                        setup_output = gr.Markdown(
+                            value="*Enter your company name and click 'Setup My Company' to begin.*"
+                        )
+
+            # ===== DASHBOARD TAB =====
+            with gr.Tab("📊 Dashboard", id=1):
+                client_status = gr.HTML(get_client_status_html())
+
                 with gr.Row():
                     with gr.Column(scale=4):
                         gr.HTML("""
                         <div style="padding: 8px 0;">
                             <h2 style="margin: 0; font-size: 22px; font-weight: 600; color: var(--text-primary);">Sales Command Center</h2>
-                            <p style="margin: 4px 0 0 0; font-size: 14px; color: var(--text-secondary);">Real-time overview of your AI-powered sales pipeline</p>
+                            <p style="margin: 4px 0 0 0; font-size: 14px; color: var(--text-secondary);">Overview of your AI-powered sales pipeline</p>
                         </div>
                         """)
                     with gr.Column(scale=1):
-                        with gr.Row():
-                            refresh_dashboard_btn = gr.Button("🔄 Refresh", variant="secondary", size="sm")
-                            reset_all_btn = gr.Button("🗑️ Reset All", variant="stop", size="sm")
+                        refresh_btn = gr.Button("🔄 Refresh", variant="secondary", size="sm")
 
-                gr.HTML("<div style='height: 16px;'></div>")
-
-                # Quick Stats Row - Dynamic
                 with gr.Row():
                     prospects_stat = gr.HTML(get_stat_html("0", "Prospects Researched", "var(--primary-blue)"))
                     emails_stat = gr.HTML(get_stat_html("0", "Emails Drafted", "var(--success-green)"))
@@ -1147,261 +1334,170 @@ def create_enterprise_ui():
 
                 gr.HTML("<div style='height: 24px;'></div>")
 
-                # Quick Actions
-                gr.HTML("""
-                <h3 style="margin: 0 0 16px 0; color: var(--text-primary); font-size: 18px; font-weight: 600;">⚡ Quick Actions</h3>
-                """)
-
-                with gr.Row():
-                    qa_research = gr.Button("🔍 Research Company\nStart prospect research", elem_classes=["quick-action-btn"])
-                    qa_contacts = gr.Button("👥 Find Contacts\nDiscover decision makers", elem_classes=["quick-action-btn"])
-                    qa_email = gr.Button("✉️ Draft Email\nAI-written outreach", elem_classes=["quick-action-btn"])
-                    qa_pipeline = gr.Button("📈 View Pipeline\nManage prospects", elem_classes=["quick-action-btn"])
-
-                gr.HTML("<div style='height: 24px;'></div>")
-
-                # Two-column layout for getting started and recent activity
                 with gr.Row():
-                    with gr.Column(scale=1):
+                    with gr.Column():
                         gr.HTML("""
                         <div class="action-card">
-                            <h3>🎯 How It Works</h3>
+                            <h3>🎯 Workflow</h3>
                             <ol style="margin: 0; padding-left: 20px;">
-                                <li style="margin-bottom: 12px;"><strong>Enter Company Name</strong><br><span style="color: var(--text-secondary); font-size: 13px;">Type any company you want to research</span></li>
-                                <li style="margin-bottom: 12px;"><strong>AI Research</strong><br><span style="color: var(--text-secondary); font-size: 13px;">Our AI gathers company info, news, and contacts</span></li>
-                                <li style="margin-bottom: 12px;"><strong>Get Personalized Email</strong><br><span style="color: var(--text-secondary); font-size: 13px;">Receive a tailored outreach email</span></li>
-                                <li><strong>Export & Send</strong><br><span style="color: var(--text-secondary); font-size: 13px;">Copy the email to your CRM or email client</span></li>
+                                <li style="margin-bottom: 10px;"><strong>Setup</strong> - Enter your company name</li>
+                                <li style="margin-bottom: 10px;"><strong>Research</strong> - Find and analyze prospects</li>
+                                <li style="margin-bottom: 10px;"><strong>Engage</strong> - Use AI-drafted emails</li>
+                                <li><strong>Handoff</strong> - Generate sales packets</li>
                             </ol>
                         </div>
                         """)
-                    with gr.Column(scale=1):
+                    with gr.Column():
                         gr.HTML("""
                         <div class="action-card">
-                            <h3>💡 Pro Tips</h3>
+                            <h3>✨ Features</h3>
                             <ul style="margin: 0; padding-left: 20px;">
-                                <li style="margin-bottom: 10px;">Use <strong>official company names</strong> for better results</li>
-                                <li style="margin-bottom: 10px;">Try <strong>"Full Research"</strong> for comprehensive data</li>
-                                <li style="margin-bottom: 10px;">Research takes <strong>1-2 minutes</strong> - be patient</li>
-                                <li style="margin-bottom: 10px;"><strong>Review emails</strong> before sending - AI is a starting point</li>
-                                <li>Click <strong>"View Pipeline"</strong> to see all researched companies</li>
+                                <li style="margin-bottom: 8px;">AI-powered company research</li>
+                                <li style="margin-bottom: 8px;">Decision maker identification</li>
+                                <li style="margin-bottom: 8px;">Personalized email drafting</li>
+                                <li style="margin-bottom: 8px;">Sales handoff packet generation</li>
+                                <li>AI chat for prospect engagement</li>
                             </ul>
                         </div>
                         """)
 
-            # ===== TAB 2: RESEARCH =====
-            with gr.Tab("🔍 Research", id=1):
+            # ===== PROSPECTS TAB =====
+            with gr.Tab("🎯 Prospects", id=2):
+                client_status_2 = gr.HTML(get_client_status_html())
+
                 gr.HTML("""
                 <div style="padding: 8px 0 16px 0;">
                     <h2 style="margin: 0; font-size: 22px; font-weight: 600; color: var(--text-primary);">Prospect Research</h2>
-                    <p style="margin: 4px 0 0 0; font-size: 14px; color: var(--text-secondary);">Enter a company name to start AI-powered research</p>
+                    <p style="margin: 4px 0 0 0; font-size: 14px; color: var(--text-secondary);">Research target companies and find decision makers</p>
                 </div>
                 """)
 
                 with gr.Row():
-                    # Left Panel - Input
                     with gr.Column(scale=1):
-                        with gr.Group():
-                            gr.HTML("<h3 style='margin: 0 0 16px 0; color: var(--text-primary);'>🏢 Company Information</h3>")
-
-                            company_input = gr.Textbox(
-                                label="Company Name",
-                                placeholder="Enter company name (e.g., Salesforce, HubSpot, Stripe)",
-                                lines=1,
-                                max_lines=1
-                            )
-
-                            task_type = gr.Radio(
-                                label="What would you like to do?",
-                                choices=[
-                                    ("🔍 Full Research (Recommended)", "full_research"),
-                                    ("🏢 Company Profile Only", "company_profile"),
-                                    ("👥 Find Decision Makers", "find_contacts"),
-                                    ("✉️ Draft Outreach Email", "draft_email"),
-                                    ("📊 Competitive Intelligence", "competitive_intel")
-                                ],
-                                value="full_research"
-                            )
-
-                            with gr.Row():
-                                research_btn = gr.Button("🚀 Start Research", variant="primary", size="lg")
-                                clear_btn = gr.Button("🗑️ Clear", variant="secondary", size="lg")
+                        gr.HTML("""
+                        <div class="action-card">
+                            <h3>🔍 Research a Prospect</h3>
+                            <p>Enter a company you want to sell to. Our AI will research them and draft personalized outreach.</p>
+                        </div>
+                        """)
 
-                        gr.HTML("<div style='height: 16px;'></div>")
+                        prospect_input = gr.Textbox(
+                            label="Prospect Company Name",
+                            placeholder="Enter prospect company (e.g., Salesforce)",
+                            lines=1
+                        )
 
-                        with gr.Group():
-                            gr.HTML("<h3 style='margin: 0 0 12px 0; color: var(--text-primary);'>💡 Quick Examples</h3>")
-                            gr.HTML("<p style='margin: 0 0 12px 0; color: var(--text-secondary); font-size: 13px;'>Click a company to auto-fill:</p>")
+                        research_btn = gr.Button("🚀 Research Prospect", variant="primary", size="lg")
 
-                            with gr.Row():
-                                ex1 = gr.Button("Salesforce", size="sm", variant="secondary")
-                                ex2 = gr.Button("HubSpot", size="sm", variant="secondary")
-                                ex3 = gr.Button("Stripe", size="sm", variant="secondary")
-                            with gr.Row():
-                                ex4 = gr.Button("Shopify", size="sm", variant="secondary")
-                                ex5 = gr.Button("Zendesk", size="sm", variant="secondary")
-                                ex6 = gr.Button("Slack", size="sm", variant="secondary")
+                        gr.HTML("<div style='height: 16px;'></div>")
 
-                    # Right Panel - Results
-                    with gr.Column(scale=2):
-                        gr.HTML("<h3 style='margin: 0 0 16px 0; color: var(--text-primary);'>📋 Research Results</h3>")
+                        gr.HTML("<h4 style='margin: 0 0 12px 0; color: var(--text-primary);'>💡 Quick Examples</h4>")
+                        with gr.Row():
+                            ex1 = gr.Button("Salesforce", size="sm", variant="secondary")
+                            ex2 = gr.Button("HubSpot", size="sm", variant="secondary")
+                            ex3 = gr.Button("Stripe", size="sm", variant="secondary")
 
+                    with gr.Column(scale=2):
                         research_output = gr.Markdown(
-                            value="*Enter a company name and click 'Start Research' to begin.*\n\n**Tip:** For best results, use the official company name (e.g., \"Salesforce\" instead of \"SF\")."
+                            value="*Enter a prospect company name and click 'Research Prospect' to begin.*"
                         )
 
-                # Wire up buttons
-                research_btn.click(
-                    fn=run_sales_agent,
-                    inputs=[company_input, task_type],
-                    outputs=[research_output]
-                )
-
-                clear_btn.click(
-                    fn=clear_results,
-                    outputs=[research_output]
-                )
+                gr.HTML("<hr style='border: none; border-top: 1px solid var(--border-color); margin: 24px 0;'>")
 
-                # Example buttons
-                ex1.click(lambda: "Salesforce", outputs=company_input)
-                ex2.click(lambda: "HubSpot", outputs=company_input)
-                ex3.click(lambda: "Stripe", outputs=company_input)
-                ex4.click(lambda: "Shopify", outputs=company_input)
-                ex5.click(lambda: "Zendesk", outputs=company_input)
-                ex6.click(lambda: "Slack", outputs=company_input)
-
-            # ===== TAB 3: PROSPECTS =====
-            with gr.Tab("👥 Prospects", id=2):
                 with gr.Row():
-                    with gr.Column(scale=4):
-                        gr.HTML("""
-                        <div style="padding: 8px 0;">
-                            <h2 style="margin: 0; font-size: 22px; font-weight: 600; color: var(--text-primary);">Prospect Pipeline</h2>
-                            <p style="margin: 4px 0 0 0; font-size: 14px; color: var(--text-secondary);">Companies you've researched and their status</p>
-                        </div>
-                        """)
-                    with gr.Column(scale=1):
-                        refresh_prospects_btn = gr.Button("🔄 Refresh", variant="secondary", size="sm")
-
-                gr.HTML("<div style='height: 16px;'></div>")
+                    gr.HTML("<h3 style='margin: 0; color: var(--text-primary);'>📋 Researched Prospects</h3>")
+                    refresh_prospects_btn = gr.Button("🔄 Refresh", variant="secondary", size="sm")
 
                 prospects_list = gr.HTML(get_prospects_html())
 
-                refresh_prospects_btn.click(
-                    fn=get_prospects_html,
-                    outputs=[prospects_list]
-                )
+                # Example buttons
+                ex1.click(lambda: "Salesforce", outputs=prospect_input)
+                ex2.click(lambda: "HubSpot", outputs=prospect_input)
+                ex3.click(lambda: "Stripe", outputs=prospect_input)
 
-            # ===== TAB 4: EMAILS =====
+            # ===== EMAILS TAB =====
             with gr.Tab("✉️ Emails", id=3):
-                with gr.Row():
-                    with gr.Column(scale=4):
-                        gr.HTML("""
-                        <div style="padding: 8px 0;">
-                            <h2 style="margin: 0; font-size: 22px; font-weight: 600; color: var(--text-primary);">Email Drafts</h2>
-                            <p style="margin: 4px 0 0 0; font-size: 14px; color: var(--text-secondary);">AI-generated outreach emails ready for review and sending</p>
-                        </div>
-                        """)
-                    with gr.Column(scale=1):
-                        refresh_emails_btn = gr.Button("🔄 Refresh", variant="secondary", size="sm")
+                gr.HTML("""
+                <div style="padding: 8px 0 16px 0;">
+                    <h2 style="margin: 0; font-size: 22px; font-weight: 600; color: var(--text-primary);">Email Drafts</h2>
+                    <p style="margin: 4px 0 0 0; font-size: 14px; color: var(--text-secondary);">AI-generated outreach emails personalized for each prospect</p>
+                </div>
+                """)
 
-                gr.HTML("<div style='height: 16px;'></div>")
+                with gr.Row():
+                    refresh_emails_btn = gr.Button("🔄 Refresh", variant="secondary", size="sm")
 
                 emails_list = gr.HTML(get_emails_html())
 
-                refresh_emails_btn.click(
-                    fn=get_emails_html,
-                    outputs=[emails_list]
-                )
-
-            # ===== TAB 5: HELP =====
-            with gr.Tab("❓ Help", id=4):
+            # ===== HANDOFF TAB =====
+            with gr.Tab("📦 Handoff", id=4):
                 gr.HTML("""
-                <div class="section-header">
-                    <div>
-                        <h2 class="section-title">Help & Documentation</h2>
-                        <p class="section-subtitle">Learn how to use CX AI Agent effectively</p>
-                    </div>
+                <div style="padding: 8px 0 16px 0;">
+                    <h2 style="margin: 0; font-size: 22px; font-weight: 600; color: var(--text-primary);">Sales Handoff Packets</h2>
+                    <p style="margin: 4px 0 0 0; font-size: 14px; color: var(--text-secondary);">Generate comprehensive briefing documents for sales handoffs</p>
                 </div>
                 """)
 
                 with gr.Row():
-                    with gr.Column():
+                    with gr.Column(scale=1):
                         gr.HTML("""
                         <div class="action-card">
-                            <h3>🎯 What is CX AI Agent?</h3>
-                            <p>CX AI Agent is an AI-powered B2B sales intelligence platform that helps your team:</p>
-                            <ul>
-                                <li><strong>Research Companies</strong> — Automatically gather company information, news, and insights</li>
-                                <li><strong>Find Decision Makers</strong> — Identify CEOs, VPs, and other key contacts</li>
-                                <li><strong>Draft Personalized Emails</strong> — Generate outreach that addresses specific pain points</li>
-                                <li><strong>Save Time</strong> — What takes hours manually is done in minutes</li>
-                            </ul>
-                        </div>
-
-                        <div class="action-card">
-                            <h3>🚀 How to Research a Company</h3>
-                            <ol>
-                                <li>Go to the <strong>Research</strong> tab</li>
-                                <li>Enter a company name (e.g., "Salesforce")</li>
-                                <li>Select what you want to do (Full Research is recommended)</li>
-                                <li>Click <strong>Start Research</strong></li>
-                                <li>Wait 1-2 minutes for AI to complete the research</li>
-                            </ol>
+                            <h3>📋 Generate Packet</h3>
+                            <p>Select a prospect to generate a complete sales handoff packet including company overview, contacts, talking points, and drafted emails.</p>
                         </div>
                         """)
 
-                    with gr.Column():
-                        gr.HTML("""
-                        <div class="action-card">
-                            <h3>💡 Tips for Best Results</h3>
-                            <ul>
-                                <li><strong>Use official company names</strong> — "Salesforce" works better than "SF"</li>
-                                <li><strong>Start with Full Research</strong> — Gets you the most comprehensive results</li>
-                                <li><strong>Be patient</strong> — AI research takes 1-2 minutes to complete</li>
-                                <li><strong>Review AI outputs</strong> — Always verify before sending emails</li>
-                            </ul>
-                        </div>
+                        prospect_dropdown = gr.Dropdown(
+                            label="Select Prospect",
+                            choices=get_prospect_choices(),
+                            interactive=True
+                        )
 
-                        <div class="action-card">
-                            <h3>❓ Frequently Asked Questions</h3>
-                            <details style="margin-bottom: 12px;">
-                                <summary style="cursor: pointer; font-weight: 600; padding: 8px 0;">How accurate is the research?</summary>
-                                <p style="margin: 8px 0 0 0; padding-left: 12px;">AI searches the web in real-time for current information. However, always verify critical details before using in outreach.</p>
-                            </details>
-                            <details style="margin-bottom: 12px;">
-                                <summary style="cursor: pointer; font-weight: 600; padding: 8px 0;">How long does research take?</summary>
-                                <p style="margin: 8px 0 0 0; padding-left: 12px;">Most research completes in 1-2 minutes depending on complexity.</p>
-                            </details>
-                            <details style="margin-bottom: 12px;">
-                                <summary style="cursor: pointer; font-weight: 600; padding: 8px 0;">Can I research multiple companies?</summary>
-                                <p style="margin: 8px 0 0 0; padding-left: 12px;">Currently, research one company at a time for best results.</p>
-                            </details>
-                            <details>
-                                <summary style="cursor: pointer; font-weight: 600; padding: 8px 0;">Is my data secure?</summary>
-                                <p style="margin: 8px 0 0 0; padding-left: 12px;">Yes, all data is processed securely and not shared with third parties.</p>
-                            </details>
-                        </div>
-                        """)
+                        generate_packet_btn = gr.Button("📦 Generate Handoff Packet", variant="primary", size="lg")
+                        refresh_dropdown_btn = gr.Button("🔄 Refresh List", variant="secondary", size="sm")
 
-        # Quick action button handlers - switch to appropriate tabs
-        qa_research.click(lambda: gr.Tabs(selected=1), outputs=[tabs])
-        qa_contacts.click(lambda: gr.Tabs(selected=1), outputs=[tabs])
-        qa_email.click(lambda: gr.Tabs(selected=1), outputs=[tabs])
-        qa_pipeline.click(lambda: gr.Tabs(selected=2), outputs=[tabs])
+                    with gr.Column(scale=2):
+                        handoff_output = gr.Markdown(
+                            value="*Select a prospect and click 'Generate Handoff Packet' to create a comprehensive sales brief.*"
+                        )
 
-        # Dashboard refresh - update all stats
-        refresh_dashboard_btn.click(
-            fn=get_dashboard_stats,
-            outputs=[prospects_stat, emails_stat, contacts_stat]
-        )
+            # ===== AI CHAT TAB =====
+            with gr.Tab("💬 AI Chat", id=5):
+                gr.HTML("""
+                <div style="padding: 8px 0 16px 0;">
+                    <h2 style="margin: 0; font-size: 22px; font-weight: 600; color: var(--text-primary);">AI Sales Assistant</h2>
+                    <p style="margin: 4px 0 0 0; font-size: 14px; color: var(--text-secondary);">Chat with AI about your prospects using your knowledge base</p>
+                </div>
+                """)
 
-        # Reset all data
-        reset_all_btn.click(
-            fn=reset_all_data,
-            outputs=[prospects_stat, emails_stat, contacts_stat, prospects_list, emails_list, research_output]
-        )
+                chatbot = gr.Chatbot(
+                    value=[],
+                    height=400,
+                    show_label=False
+                )
+
+                with gr.Row():
+                    chat_input = gr.Textbox(
+                        label="Message",
+                        placeholder="Ask about prospects, get talking points, refine emails...",
+                        lines=1,
+                        scale=4
+                    )
+                    send_btn = gr.Button("Send", variant="primary", scale=1)
 
-        # ===== FOOTER =====
+                gr.HTML("""
+                <div class="action-card" style="margin-top: 16px;">
+                    <h3>💡 What can I help with?</h3>
+                    <ul style="margin: 0; padding-left: 20px;">
+                        <li>Talking points for prospect calls</li>
+                        <li>Email refinement suggestions</li>
+                        <li>Objection handling strategies</li>
+                        <li>Prospect insights from research</li>
+                    </ul>
+                </div>
+                """)
+
+        # Footer
         gr.HTML("""
         <div class="footer">
             <p style="font-size: 14px; margin-bottom: 4px;"><strong>CX AI Agent</strong> — Enterprise B2B Sales Intelligence</p>
@@ -1409,11 +1505,90 @@ def create_enterprise_ui():
         </div>
         """)
 
+        # ===== EVENT HANDLERS =====
+
+        # Setup
+        setup_btn.click(
+            fn=setup_client_company,
+            inputs=[client_name_input],
+            outputs=[setup_output]
+        )
+
+        # Reset
+        reset_btn.click(
+            fn=reset_all_data,
+            outputs=[prospects_stat, emails_stat, contacts_stat, client_status, prospects_list, emails_list, client_name_input, setup_output, research_output]
+        )
+
+        # Dashboard refresh
+        def refresh_dashboard():
+            stats = get_dashboard_stats()
+            return stats[0], stats[1], stats[2], stats[3]
+
+        refresh_btn.click(
+            fn=refresh_dashboard,
+            outputs=[prospects_stat, emails_stat, contacts_stat, client_status]
+        )
+
+        # Prospect research
+        research_btn.click(
+            fn=research_prospect,
+            inputs=[prospect_input],
+            outputs=[research_output]
+        )
+
+        # Refresh prospects list
+        refresh_prospects_btn.click(
+            fn=get_prospects_html,
+            outputs=[prospects_list]
+        )
+
+        # Refresh emails list
+        refresh_emails_btn.click(
+            fn=get_emails_html,
+            outputs=[emails_list]
+        )
+
+        # Handoff packet
+        generate_packet_btn.click(
+            fn=generate_handoff_packet,
+            inputs=[prospect_dropdown],
+            outputs=[handoff_output]
+        )
+
+        # Refresh dropdown
+        refresh_dropdown_btn.click(
+            fn=lambda: gr.Dropdown(choices=get_prospect_choices()),
+            outputs=[prospect_dropdown]
+        )
+
+        # AI Chat
+        send_btn.click(
+            fn=chat_with_ai,
+            inputs=[chat_input, chatbot],
+            outputs=[chatbot, chat_input]
+        )
+
+        chat_input.submit(
+            fn=chat_with_ai,
+            inputs=[chat_input, chatbot],
+            outputs=[chatbot, chat_input]
+        )
+
+        # Update client status on other tabs when setup completes
+        def update_statuses():
+            return get_client_status_html(), get_client_status_html()
+
+        setup_btn.click(
+            fn=update_statuses,
+            outputs=[client_status, client_status_2]
+        )
+
     return demo
 
 
 if __name__ == "__main__":
-    demo = create_enterprise_ui()
+    demo = create_app()
     demo.launch(
         server_name="0.0.0.0",
         server_port=7860,