Skopeora is the scope definition framework for the Close O Matic AI Sales Team. It establishes what is included in a standard deployment, how systems are configured, and where functional boundaries apply before execution begins.
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MEET SKOPEORA – AI Sales Scope Engine – SKOPEORA DEFINES
The Strategic Scope Architect
“Skopeora Defines Every Primora Powers Deployment“
Skopeora is the scope and authority framework of the Close O Matic AI Sales Team. It defines engagement scope, role boundaries, and decision authority for AI Sales Team members deployed under Primora Powers, determining which roles are active and what actions they are permitted to perform. Skopeora does not conduct external research or prospect intelligence; instead, it governs how AI Sales Team members operate within predefined constraints, ensuring consistent execution, compliance, and controlled handoffs across the sales workflow.
| Skopeora Defined Scope | Bookora Books | Transfora Transfers | Closora Closes | Primora Powers |
|---|---|---|---|---|
| Deployment Role | Live qualification & appointment setting deployment | Intent confirmation & live hot-transfer deployment | Objection resolution & commitment capture deployment | System orchestration & governance deployment |
| Inbound & Outbound Call Flow Setup | ✔ Configured (Member-level) |
✔ Configured (Member-level) |
✔ Configured (Member-level) |
✔ Orchestrated (system-level) |
| CRM Integration Deployment | ✔ Configured (activity & disposition) |
✔ Configured (activity & disposition) |
✔ Configured (activity & disposition) |
✔ Governed (fields & rules) |
| Calendar Integration Deployment | ✔ Configured (external calendar) |
✖ | ✖ | ✔ Centralized enforcement (rules only) |
| Email Integration Deployment | ✔ Configured (external trigger) |
✔ Configured (external trigger) |
✔ Configured (single transactional email) |
✔ Centralized enforcement (rules & limits) |
| SMS Follow-Up Deployment | ✔ Configured (trigger calendar/CRM) |
✔ Configured (trigger calendar/CRM) |
✔ Configured (single transactional SMS) |
✔ Governed (rate & timing) |
| Transactional Messaging Deployment | ✔ Configured (trigger calendar/CRM) |
✖ | ✔ Configured (trigger payment-related) |
✔ Centralized enforcement (event rules) |
| Lead Qualification State Consumption Deployment | ✔ Configured (Member-specific) |
✔ Configured (Member-specific) |
✔ Configured (Member-specific) |
✔ Governed (system rules) |
| Objection Handling Deployment | ✔ Configured (basic qualification boundaries) |
✔ Configured (basic qualification boundaries) |
✔ Configured (deal guardrails) |
✔ Guardrails enforced (authority bounds) |
| Appointment Scheduling Deployment | ✔ Configured (search/enter in calendar) |
✖ | ✖ | ✔ Coordinated (rules only) |
| Live Call Transfer Deployment | ✖ | ✔ Configured (transfer to one IVR or one or more numbers) |
✖ | ✔ Routed & governed (paths & rules) |
| Autonomous Deal Closure Deployment | ✖ | ✖ | ✔ Configured (within authority) |
✔ Oversight enforced (approval rules) |
| Pricing & Offer Discussion Deployment | ✖ | ✖ | ✔ Configured (deal guardrails) |
✔ Limits enforced (pricing bounds) |
| Conversation Memory Deployment | ✔ Configured (session-level) |
✔ Configured (session-level) |
✔ Configured (session-level) |
✔ Cross-Member (shared context) |
| Member-to-Member Context Handoff Deployment | ◇ Optional (requires Transfora) |
✔ Configured (main function) |
◇ Optional (requires Transfora) |
✔ Centralized enforcement (handoff rules) |
| Human Escalation & Routing Deployment | ◇ Optional (requires Transfora) |
✔ Configured (main function) |
◇ Optional (requires Transfora) |
✔ Governed (escalation rules) |
| CRM Logging & Disposition Deployment | ✔ Configured (events & outcomes) |
✔ Configured (events & outcomes) |
✔ Configured (events & outcomes) |
✔ Coordinated (structure) |
| Compliance Disclosure Deployment | ✔ Configured (Member-level disclosures) |
✔ Configured (Member-level disclosures) |
✔ Configured (Member-level disclosures) |
✔ Centralized enforcement (disclosure rules) |
| Regional & Time-Zone Logic Deployment | ✔ Configured (lead's local time) |
✔ Configured (lead's local time) |
✔ Configured (lead's local time) |
✔ Centralized enforcement (region rules) |
| System Configuration & Governance Deployment | ✔ Configured (local rules) |
✔ Configured (routing rules) |
✔ Configured (deal guardrails) |
✔ Configured & enforced (system-wide) |
| Analytics & Oversight Deployment | ✔ Configured (basic Member-level analytics) |
✔ Configured (basic Member-level analytics) |
✔ Configured (basic Member-level analytics) |
✔ System-wide (cross-Member) |
Skopeora Glossary
Deployment Scope Definitions
These definitions apply exclusively to deployment scope as defined by Skopeora and are provided for clarification purposes only. They do not constitute service guarantees, performance commitments, or legal obligations.
AI Sales Team Member. A distinct autonomous role within the Close O Matic AI Sales Team, such as Bookora, Transfora, or Closora. Each Member operates with defined responsibilities, permissions, and scope boundaries. Members are software-based systems, not human representatives, and do not imply client staffing or personnel.
Configured. A capability is enabled and operational within predefined parameters for the specific AI Sales Team member's role.
Member-Level. Configuration applies only to the individual AI Sales Team member and does not affect others.
System-Level. Control applies across multiple AI Sales Team Members and governs shared rules, sequencing, or dependencies.
Orchestrated. Members are coordinated through predefined workflows without executing actions directly.
Governed. Rules and constraints define what is permitted, not execution.
Centralized Enforcement. Rules are enforced from a single control layer for consistency.
Guardrails Enforced. Boundaries prevent actions outside approved authority.
Limits Enforced. Hard boundaries restrict pricing, offers, or authority.
Coordinated. Independent actions are aligned to avoid conflict.
Routed. Calls or actions are directed based on predefined rules.
Oversight Enforced. Execution is monitored for compliance.
Cross-Member Shared State. Context is shared across Members for continuity.
Session-Level. Memory applies only to the current interaction.
System-Wide. Rules or visibility apply across all Members.
Optional. Capability is available only when required dependencies or services are active.
External Trigger. The Member signals an external system (such as a CRM, calendar, or messaging service) to perform the action.
Transactional. Actions tied to specific events, not marketing.
Authority Bounds. Maximum decision power before escalation.
Primora Powers Deployment
Geographic Scope
Primora Powers deployment is priced and executed per country of operation. The standard geographic deployment scope is defined by Skopeora. Each country requires an independent Primora Powers deployment to align with jurisdiction-specific compliance, disclosure requirements, routing logic, and operational constraints.
- United States → 1 Primora Powers deployment
- United States + Canada → 2 Primora Powers deployments
- United States + UK + Australia → 3 Primora Powers deployments
Global operation is not supported through a single universal deployment. Each jurisdiction must be configured independently within the scope defined by Skopeora.
Important Scope & Usage Notes
Scope Definition Authority. Skopeora defines what is included in a standard Primora Powers deployment. All items listed on this page reflect baseline configuration, orchestration, and governance of Close O Matic AI Sales Team members only. Governing terms, limitations, and refund policies are defined in our Terms of Service.
No Custom Development or External Services. Primora Powers does not include custom software development, third-party engineering, website development, marketing services, data sourcing, or unrestricted scripting beyond the supported Close O Matic AI Sales Team member frameworks defined within Skopeora.
Compliance Boundary. Close O Matic deploys sales-oriented compliance disclosures and operational guardrails as part of standard configuration. This does not constitute legal advice, regulatory certification, or jurisdiction-specific legal approval.
Performance Disclaimer. Deployment of AI Sales Team members establishes technical and operational readiness only. Sales outcomes, conversion rates, revenue performance, and lead quality are not guaranteed and depend on factors outside the scope defined by Skopeora.
Expansion & Change Requests. Additional AI Sales Team members, regions, workflows, integrations, or expanded functionality beyond the standard scope defined by Skopeora require a separate Primora Powers engagement or formal statement of work.
Skopeora FAQs
How Deployment Scope Is Defined & Governed
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What is Skopeora?
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Does Skopeora perform deployment or setup?
No. Skopeora does not perform deployment or configuration. It defines deployment scope only. Execution is handled separately through the Primora Powers VIP White-Glove Setup.
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Can scope be modified or expanded?
Skopeora defines the standard baseline scope. Any expansion beyond this scope requires a separate agreement and may involve additional deployment, configuration, or services.
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Is Skopeora a contract or legal agreement?
Skopeora is a scope definition reference, not a legal contract. It provides clarity on inclusions and boundaries to ensure consistent deployment expectations across engagements. Legal terms, service conditions, and refund policies are governed by our Terms of Service.
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Where are execution, service, and pricing questions addressed?
Questions related to execution, timelines, ongoing usage are addressed on the Primora Powers and AI Sales Fusion pricing pages, which implement the scope defined by Skopeora.
AI SALES TEAM
Explore the AI Sales Team Ecosystem
Skopeora defines the standard deployment scope governing how the Close O Matic AI Sales Team is configured and executed under Primora Powers.
AI SALES INSIGHTS
Deployment, Governance & System Design
Strategic and technical resources supporting compliant, governed, and scalable AI Sales Team deployments aligned with defined scope boundaries.
RECOMMENDED READING
AI Sales Deployment, Compliance & Scale
In-depth articles explaining how AI Sales Teams are deployed, governed, and scaled across organizations operating in multiple regions.
READY TO LAUNCH YOUR AI SALES TEAM?
Skopeora Defines Scope → Primora Powers Deployment.
Every successful AI Sales Team launch starts with clear scope. Skopeora defines what is included, how systems are configured, and where boundaries apply. Once scope is established, Primora Powers executes deployment with precision—so your team launches cleanly and scales with confidence.
01
Choose Your AI Sales Team
Select the AI Sales Team members you want: Bookora Books, Transfora Transfers, and/or Closora Closes, powered by Primora Powers VIP Setup.
02
Choose Your AI Sales Force
Select the AI Sales Force plan minutes you want: Gear, Drive, Turbo, Supercharger, Overdrive, Powerhouse or Enterprise.
03
Launch Your AI Sales Fusion
After sign up, you'll upload scripts, knowledge base, CRM, calendar, etc. We'll do the rest and have you test the system before we launch it live.
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