Mandate Attachment Levels
Complete reference for scope, inheritance, and override rules
Every mandate is attached to a specific level of your business hierarchy. The attachment level determines where the mandate applies, what it inherits from, what it can override, and what can override it.
This reference covers all eight attachment levels with their properties, recommended mandate types, and practical guidance for when to use each.
Attachment Levels at a Glance
| Level | Scope | Priority | Inherits From | Can Override |
|---|---|---|---|---|
| Brand | Global — all wares, audiences, channels | Foundational | Nothing (root level) | Nothing (base layer) |
| Ware | One specific product or service | Overlay | Brand | Audience Segment, Pipeline Phase |
| Product Category | A group of related wares | Overlay | Brand | Audience Segment, Pipeline Phase |
| Audience Segment | One specific persona | Overlay | Brand | Pipeline Phase |
| Pipeline Phase | An entire phase (Find, Win, Keep, Grow) | Overlay | Brand | Nothing at overlay level |
| Pipeline Stage | One specific stage within a phase | Execution-specific | Brand, Pipeline Phase, Ware, Audience | Pipeline Phase, Audience Segment |
| Communication Channel | One channel (Email, SMS, Phone, Chat, Website, Social) | Execution-specific | Brand | Audience Segment, Pipeline Phase |
| Contact Status | Contacts in a specific status (DNC, Active, Churned, etc.) | Safety Net | Nothing (independent) | ALL other attachment types |
Brand Level
Scope
string
optional
Global — applies to all wares, audiences, channels, and pipeline stages
Priority
string
optional
Foundational — the base behavioral layer. Everything else builds on top.
Best for
string
optional
Global tone rules, company-wide prohibitions, universal hard facts, baseline cadence limits
Avoid using for
string
optional
Detailed step-by-step workflows, ware-specific objections, pipeline-stage playbooks, contact-status rules
Recommended types
string
optional
Cadence, Communication Flow, Hard Facts, Prohibitions, Comparatives
Ware Level
Scope
string
optional
Applies only when SI is discussing or promoting a specific product or service
Priority
string
optional
Overlay — layers on top of brand-level mandates
Best for
string
optional
Product-specific objection handling, ware-level competitive positioning, feature-specific hard facts, product-specific tone adjustments
Cannot override
string
optional
Contact Status prohibitions, brand-level legal/compliance hard facts
Recommended types
string
optional
Comparatives, Objection Handling, Communication Flow, Cadence, Hard Facts
Audience Segment Level
Scope
string
optional
Applies when SI is communicating with contacts in a specific persona or segment
Priority
string
optional
Overlay — adapts messaging for specific personas
Best for
string
optional
Persona-specific tone and language, audience-tailored objection responses, segment-specific cadence preferences
Cannot override
string
optional
Hard Facts, Prohibitions, Contact Status mandates
Recommended types
string
optional
Communication Flow, Objection Handling, Cadence, Comparatives
Pipeline Stage Level
Scope
string
optional
Applies to contacts at a specific stage (e.g., Demo Booked, Proposal Sent, Onboarding)
Priority
string
optional
Execution-specific — the most granular operational rules for a contact's journey position
Best for
string
optional
Stage-specific follow-up cadences, concrete action sequences, stage-specific objection handling
Inherits from
string
optional
Brand, Pipeline Phase, Ware, and Audience Segment mandates all feed into stage-level behavior
Recommended types
string
optional
Cadence, Objection Handling, Communication Flow
Contact Status Level
Scope
string
optional
Applies based on the contact's current status (DNC, Active, Unverified, Churned, etc.)
Priority
string
optional
Safety Net — highest precedence. Overrides ALL other mandate types when conflicts arise.
Best for
string
optional
Communication eligibility rules, DNC enforcement, opt-out compliance, status-specific channel restrictions
Overrides
string
optional
Everything. A Contact Status mandate always wins.
Recommended types
string
optional
Prohibitions, Hard Facts, Communication Flow
Communication Channel Level
Scope
string
optional
Applies to a specific channel: Email, SMS, Phone Calls, Live Chat, Website Pages, or Social Media
Priority
string
optional
Execution-specific — channel-appropriate formatting and behavior rules
Best for
string
optional
Channel-specific message length, formatting rules, latency expectations, channel-specific prohibitions
Cannot override
string
optional
Contact Status, Hard Facts, brand/contact-status Prohibitions
Recommended types
string
optional
Communication Flow, Cadence, Prohibitions
