Customer Data Platform Recommendation Agent (project root note)

User-authored note describing the goal of the agent: bridge marketing business goals with technical considerations, surface tradeoffs without commercial bias, inform rather than advocate.

Source for concept.roi-uncertainty, concept.modality-complexity, concept.data-liquidity, pattern.fail-fast-within-compliance, and the use-case.abandoned-cart discussion of intent-based ROI risk.

Cites https://loanx.ai/ as an example of an AI-augmented workflow whose data infrastructure was scoped to a specific interactive workflow.