Lead Intelligence & Campaign Builder
Mar 30 – Apr 5, 2026Sprint 17 is centered on expanding Lead IQ analytics and intelligence, improving launch chain observability, delivering searchable filter UX across dashboards, and iterating on Audience IQ, Dashboard Builder, and Enterprise onboarding.
Shipped (so far)
- Lead IQ analytics expansion — completed overview analytics and AI/financial intelligence work within Lead IQ. Complete
- Lead IQ: overview analytics + AI/financial intelligence
- Launch chain observability — preserved richer error data through the launch chain by improving exception wrapping. Complete
- Preserve rich error data through launch chain + BusinessException wrapping
- Dashboard filtering UX — delivered searchable filter dropdowns (VastFilterSelect) across IQ dashboards. Complete
- Searchable filter dropdowns (VastFilterSelect) for IQ dashboards
In Progress / In Review
- Audience IQ improvements — reporting and widgets work is actively iterating with strong quality feedback and additional fixes needed before final release. In Review
- Adding more reports, filters, and widgets to Audience IQ
- Dashboard Builder — widget library for dashboard builder is in review with a demo. In Review
- Implement Widget Library for Dashboard Builder
- Enterprise onboarding — enterprise onboarding wizard, module enablement, and workspace switcher are in review. In Review
- Enterprise: onboarding wizard + module enablement + workspace switcher
Launch Workflows & Audience IQ
Mar 23 – Mar 29, 2026Sprint 16 hardened the campaign launch pipeline end-to-end, improved targeting generation and prefill correctness, expanded validation and error visibility, addressed DB connection pool exhaustion, and migrated observability to Better Stack.
Shipped
- Campaign launch pipeline hardening — improved launch workflow orchestration, platform sync behavior, and reduced failures due to payload size and timeouts. Complete
- Campaign launch workflow: schedule + submit + platform sync status
- Payload size validation and error handling (base64 images, CTA validation, concurrency fix)
- Split media uploads into separate membrane calls for LinkedIn/Meta (50s timeout fix)
- Fixed Membrane lead form action duplicates and Google/Meta/LinkedIn launch errors
- Fixed concurrency exception on campaign relaunch (stale entity in ambient UoW)
- Targeting generation and prefill correctness — fixed "targeting not prefilled" for Meta and LinkedIn and improved shared settings generation robustness. Complete
- Fixed targeting not pre-filled for Meta
- Fixed LinkedIn targeting failed to pre-fill
- Validation and error visibility — improved platform validation coverage and made nested validation errors visible in the campaign builder. Complete
- Fixed lead form validators: missing limits for LinkedIn/Meta description, headline, thankYou fields
- Surfaced nested shared lead-form validation errors in campaign builder
- Surfaced specific platform validation errors instead of generic friendly messages
- Infrastructure and performance — addressed DB connection pool exhaustion and migrated observability stack to Better Stack. Complete
- Capped Hangfire workers + added concurrency limits to all background jobs to fix DB connection pool exhaustion
- Replaced NewRelic with BetterStack observability
- UX polish — standardized tag/status design style and improved table interactions and responsiveness. Complete
- Standardized all tags and statuses to use semi-translucent design style
- Fixed table expand/collapse animation, set minimum width for campaign name column
Fixes
- Multiple Marker.io-reported issues resolved across compliance freshness, business name inclusion, landing page URL editability, and icon/state correctness
Known Issues & Deferred
- Items that started during Sprint 16 generally finished; any remaining gaps would be items with no activity logged during the week
Campaign IQ, Alerts & Observability
Mar 16 – Mar 22, 2026Sprint 15 focused on hardening campaign launch and targeting for LinkedIn and Meta, strengthening compliance and concurrency robustness, advancing Lead IQ list and ingestion workflows, and adding production observability with Heap.
Shipped
- Campaign launch and targeting hardening (LinkedIn & Meta) — fixed multiple urgent LinkedIn launch and configuration issues and improved Meta campaign correctness and creative constraints. Complete
- Removed/rewired invalid LinkedIn bid type handling
- Corrected LinkedIn default bidding strategy to "Maximum Delivery"
- Fixed missing location targeting and industry targeting translation for LinkedIn
- Addressed launch failures caused by account approval constraints
- Increased character limits and aligned validation across stack for Meta
- Improved audience-interest relevance and cross-platform insights pipeline for Meta
- Compliance and concurrency robustness — hardened compliance summary workflow and related concurrency behavior with shorter-lived unit-of-work patterns, better retry and error messaging. Complete
- Fixed compliance summary failure on Campaign Builder final stage
- Added ability for compliance officer actions to override system behavior when checks are running
- Dashboards and UX polish — major progress on Lead IQ list/ingestion workflow and improved chart styling for brand consistency. Complete
- Lead IQ: ingestion + Lead List with filters, search, export, and actions
- Updated color palette for charts and highlights to match Vast Assembly logo colors
- Observability and analytics — correctly configured Heap in production to ensure accurate analytics tracking. Complete
- Heap.io code snippet added to production with correct prod app ID
Fixes
- Resolved multiple Marker.io issues across navigation, uploads, compliance views, and reporting lists
- Improved notification behavior and logging reliability for UI notifications
Known Issues & Deferred
- Some new platform-level refactors were created near the end of the sprint and may have remained in backlog (e.g., move targeting to platform shared settings for LinkedIn + Meta)
Stability & Usability
Mar 9 – Mar 15, 2026Sprint 14 focused on completing the RIA dashboard, improving onboarding and ICP UX, hardening platform reliability, and resolving production bugs reported through Marker.io.
Shipped
- RIA Dashboard delivery — completed the RIA dashboard implementation and closed out related widget work, including KPI cards, funnel visualization, compliance health, and welcome header personalization. Complete
- KPI cards, funnel visualization, compliance health, and welcome header personalization
- Feature-flagged dashboard widgets brought to completion as part of the dashboard finishing pass
- ICP and onboarding UX improvements — improved onboarding flow behavior and reduced confusing actions on ICP cards until integrations are complete. Complete
- Re-ordered settings navigation to improve clarity and flow, moving ICPs ahead of Integrations
- Improved defaults and ergonomics in campaign creation (e.g., defaulting landing page URLs when missing)
- Improved menu ordering for smoother navigation
- Platform reliability and background processing — completed previously aging work on campaign metrics sync and campaign status polling, closing out long-running in-progress items and reducing production risk. Complete
- Campaign metrics sync and campaign status polling closed out
- Collapsible sections in later steps of the campaign builder UX
- Production bug fixes (Marker.io driven) — resolved key onboarding and generation issues including "duplicate AI onboarding agent" and "marketing angles generation failed" with root cause tied to operational capacity changes. Complete
- Added follow-up fixes to reduce recurrence of generation failures
Fixes
- Addressed multiple generation and session reliability issues tied to campaign angle/theme generation failures
- Improved brand color extraction behavior to avoid incorrect theme overrides
Known Issues & Deferred
- Several analytics and insight-oriented UI tasks (Target Niche, Channel Mix, Row as a Budget, optional campaign builder UX explorations) remained unassigned or without delivery movement during the sprint window
Launch Release
Through Mar 8, 2026Core capabilities shipped
Campaign Creation & Management
Full campaign lifecycle — create, view, edit, pause, duplicate, and delete campaigns from a polished management table with a streamlined actions menu.
Audience IQ & ICP Workflows
Audience Intelligence is live. Ideal Client Profile management and real-data-wired Audience IQ views give advisors sharper targeting from day one.
Compliance IQ
Compliance policies are fully implemented with a mature Compliance IQ interface — keeping every AI action governed, auditable, and explainable.
Settings & Onboarding
Firm Profile, Brand Identity, and key settings tabs fully established. Login, onboarding, and password reset flows are polished and production-ready.
Platform Infrastructure
Multi-tenant login system, Vast ID generation for human-readable identifiers, and AI decision audit logging — giving enterprises a governed, scalable foundation from the first release.