@agenticmail/core 0.9.32 → 0.9.33

package/dist/skills/built-in/outage-credit-applied.json

@@ -0,0 +1,127 @@
+{
+  "id": "outage-credit-applied",
+  "name": "Report a Telecom / Utility Outage and Get a Credit Applied",
+  "version": "1.0.1",
+  "category": "customer-service",
+  "tags": [
+    "telecom",
+    "utility",
+    "outage",
+    "credit",
+    "service-interruption",
+    "phone-call",
+    "utility-telecom"
+  ],
+  "description": "Call a telecom (cable, fiber, mobile) or utility provider AFTER an outage has been resolved to claim a service-interruption credit — proportional to outage duration, applied to the current or next bill, with a confirmation number.",
+  "disclaimer": "Most providers do NOT auto-credit outages — you must request it. Credit policies vary: many telecoms credit pro-rata for any outage > 4 hours; some require ≥ 24 hours; some only credit if you call. Utilities may have a tariff-defined credit (e.g. $25 per 12 hours over a threshold) and a more generous regulatory option after a major event.",
+  "context": {
+    "when_to_use": "Service has been restored AND the outage either lasted long enough to qualify per the provider's policy/tariff OR caused tangible harm (spoiled food in fridge, lost work time, missed appointments). Best within 30 days of the outage; some providers cap at 60 days.",
+    "preconditions": [
+      "Approximate outage start and end times (within 1 hour is fine).",
+      "Original ticket / case number from when the outage was reported.",
+      "Account number, account holder name.",
+      "If claiming consequential damage (spoiled food, generator fuel): receipts/photos.",
+      "Knowledge of whether the outage was on the provider's published outage map / Twitter feed (third-party proof helps if account-level records are missing)."
+    ],
+    "estimated_call_duration_minutes": 15
+  },
+  "principles": [
+    "Lead with the FACT of the outage and the ASK for credit in the same sentence. Reps process credit requests as a one-step transaction when framed cleanly.",
+    "Cite the original ticket number. With a ticket, the rep can pull the duration directly; without one, they may insist they 'have no record' and refuse.",
+    "Know the policy or tariff. 'Your service agreement provides a prorated credit for outages exceeding 24 hours' lands very differently from 'I think I'm owed something'.",
+    "Recognise wrong-queue early. Outage credits are typically billing or 'customer care', NOT tech support. If you're talking to a tech, you'll get a 'we'll note it' instead of an actual credit.",
+    "Consequential damage (food spoilage during a multi-day power outage, hotel during prolonged outage) is sometimes claimable, but usually goes through a separate claims/insurance process — not the standard credit line. Don't conflate them on the same call."
+  ],
+  "phrases": {
+    "opener": "Hi, account [number]. I had a service outage from approximately [start] to [end] — that's [duration]. Ticket number [number]. I'd like to request a service-interruption credit applied to my next bill.",
+    "no_ticket_opener": "Hi, account [number]. I had a service outage from [start] to [end]. I don't have a ticket number — your outage map / status page confirmed it at the time. I'd like to request a service-interruption credit.",
+    "queue_check": "Are you the team that processes outage credits? I want to make sure I'm not in tech support — I'm not troubleshooting, the service is back.",
+    "transfer_request": "Could you do a warm transfer to billing / outage credits and stay on the line until they pick up? I'd rather not lose my hold position.",
+    "cite_policy": "My understanding of your service agreement is that outages over [threshold] qualify for a prorated credit. Can you confirm the policy and calculate what applies to my [duration] outage?",
+    "ask_pro_rata": "What's the per-day or per-hour credit rate? I want to confirm the math before we hang up — daily rate is roughly $[monthly / 30], and outage was [duration].",
+    "ask_application": "Will this credit appear on my next bill, or as an immediate adjustment to the current balance? And how is it labelled on the bill so I can verify?",
+    "consequential_damage": "Separately — the outage caused [spoiled food / hotel cost / lost work]. Is there a claims process for consequential damages, separate from the service credit?",
+    "supervisor_request": "Thanks for digging through all that. Could you loop in a supervisor? The credit you're offering doesn't match my read of the policy, and I want to be sure before I close this out.",
+    "lock_in_writing": "Please email me: credit amount, application date, line item label, and confirmation number. I want it in writing.",
+    "graceful_close": "Thanks — $[amount] credit, applied on [bill date], confirmation [number]. I'll watch for the email."
+  },
+  "tactics": [
+    {
+      "name": "Open with the ask",
+      "when": "First substantive turn.",
+      "script": "Use `opener` (with ticket) or `no_ticket_opener` (without). Mention duration in hours so the rep can map it to policy thresholds immediately.",
+      "priority": 1
+    },
+    {
+      "name": "Recognise wrong-queue / tech support trap",
+      "when": "Rep starts running diagnostics or asks 'is the service back now?'.",
+      "script": "Use `queue_check` and `transfer_request`. Tech support's job is to fix; billing's job is to credit. Different metrics, different scripts.",
+      "priority": 2
+    },
+    {
+      "name": "Cite the policy / tariff",
+      "when": "Rep hedges on whether a credit applies.",
+      "script": "Use `cite_policy`. Even a vague 'my understanding is over 24 hours qualifies' often triggers the rep to look up the actual policy.",
+      "priority": 3
+    },
+    {
+      "name": "Verify the math",
+      "when": "Rep offers a number.",
+      "script": "Use `ask_pro_rata`. Reps sometimes offer a token $5 'goodwill' credit when a prorated tariff would mandate $25-$40. Doing the math live keeps them honest.",
+      "priority": 4
+    },
+    {
+      "name": "Confirm application",
+      "when": "After credit amount is agreed.",
+      "script": "Use `ask_application`. Some credits go to the current bill (visible quickly), some to the next bill. Knowing which prevents a 'where's my credit' follow-up.",
+      "priority": 5
+    },
+    {
+      "name": "Separate consequential damage as its own track",
+      "when": "User had spoiled food, hotel costs, etc.",
+      "script": "Use `consequential_damage`. Do NOT try to roll it into the service credit — they're different processes. Most providers have a small-claims / damage form."
+    },
+    {
+      "name": "Escalate if the math is wrong",
+      "when": "Rep offers a credit smaller than policy implies.",
+      "script": "Use `supervisor_request`. Frame the supervisor ask as policy-clarification, not complaint — that gets the warm handoff."
+    }
+  ],
+  "boundaries": [
+    "Do NOT fabricate or exaggerate outage duration. Providers can pull network logs; an exaggerated claim disqualifies the request entirely.",
+    "Do NOT request a credit for a brief outage (under the policy threshold) — it burns goodwill for the next real outage.",
+    "Do NOT accept a 'goodwill credit' that's smaller than the tariff-defined amount without asking for the formula.",
+    "Do NOT skip the consequential-damage claim form if real damage occurred — service credit alone won't cover it."
+  ],
+  "success_signals": [
+    "Credit amount calculated against the actual policy / tariff.",
+    "Application date and line item confirmed.",
+    "Confirmation number issued.",
+    "If applicable: consequential-damage claim form sent separately."
+  ],
+  "failure_signals": [
+    "Rep insists 'no record' of the outage and refuses to look up the ticket.",
+    "Offered credit is materially smaller than tariff implies and supervisor declines to escalate.",
+    "Credit is offered as 'a one-time goodwill' rather than as a service credit (loses precedent for future outages).",
+    "No written confirmation arrives."
+  ],
+  "exit_strategy": {
+    "on_success": "Confirm amount, application date, confirmation number. Watch the next 1-2 bills to verify the credit appeared.",
+    "on_failure": "Escalate via the provider's executive customer-relations email (publicly listed). For utilities, file with the state Public Utility Commission citing the tariff. For telecom, file with the FCC for service-quality issues exceeding 24 hours.",
+    "follow_ups": [
+      "Next bill: verify credit applied and labelled correctly.",
+      "If consequential damage was claimed: submit the claim form within the provider's window (usually 30-60 days).",
+      "If a major regional event (storm, wildfire): watch for an automatic class-wide credit announced by the provider — request it separately if your account didn't auto-receive it."
+    ]
+  },
+  "required_user_info": [
+    "Account number and account holder name",
+    "Outage start and end times (approximate is fine)",
+    "Original ticket / case number if available",
+    "Monthly service amount (for pro-rata math)",
+    "Any documented consequential damage (receipts, photos)",
+    "Best email for written confirmation"
+  ],
+  "contributed_by": "utility-telecom agent (v0.9.87 community drop)",
+  "updated_at": "2026-05-20T06:09:47Z"
+}

package/dist/skills/built-in/passport-expedite-or-appointment.json

@@ -0,0 +1,123 @@
+{
+  "id": "passport-expedite-or-appointment",
+  "name": "Passport: Expedite Request, Appointment Booking, or Lost-Passport Report",
+  "version": "1.0.0",
+  "category": "civic",
+  "tags": [
+    "passport",
+    "state-department",
+    "expedite",
+    "lost-passport",
+    "appointment",
+    "travel",
+    "phone-call",
+    "government-services"
+  ],
+  "description": "Call the National Passport Information Center (NPIC) or a Regional Passport Agency to book an urgent in-person appointment, escalate an in-flight application, report a lost or stolen passport, or get a status update beyond what the online tracker shows.",
+  "disclaimer": "Not legal or immigration advice. For dual-citizenship, visa, or admissibility questions, refer to the receiving country's consulate or an immigration attorney. The agent will not advise on whether to travel or how to handle international entry/exit issues.",
+  "context": {
+    "when_to_use": "Travel is within 14 calendar days (life-or-death = within 72 hours) and the user needs an in-person Regional Passport Agency appointment. Online status hasn't updated in > 2 weeks past the published processing window. Passport was lost or stolen and the user needs both a replacement plan and a fraud report.",
+    "preconditions": [
+      "User has the application locator number (if one was issued).",
+      "User has proof of imminent travel: itinerary, ticket, or e-ticket confirmation (PDF in hand).",
+      "Photo ID (driver's license or other government ID).",
+      "If life-or-death case: documentation of the family emergency (hospital letter, death certificate, mortuary contact).",
+      "Form DS-64 (lost/stolen) for lost-passport reports.",
+      "Two callback options — NPIC frequently disconnects mid-call."
+    ],
+    "estimated_call_duration_minutes": 60
+  },
+  "principles": [
+    "NPIC = 1-877-487-2778. Hours are Mon–Fri 8am–10pm ET, Sat 10am–3pm ET. Call AT OPENING for the lightest queue.",
+    "Regional Passport Agency in-person appointments open on a rolling basis 2 weeks before travel. The pool refreshes — keep redialing or have the agent watch for slots if the first attempt has none.",
+    "Life-or-death emergencies (death, serious illness/injury) go through a special line (1-202-647-4000 after-hours) — the standard NPIC line will NOT take these efficiently.",
+    "Expedite by mail (≈ 5–7 weeks at time of writing) is NOT the same as an in-person Regional Agency appointment (same-day to 2 weeks). Don't conflate them.",
+    "Lost-or-stolen passports must be reported (DS-64) and that report INVALIDATES the lost document — only file if you've truly looked everywhere."
+  ],
+  "phrases": {
+    "opener_appointment": "Hi, I need an in-person appointment at the Regional Passport Agency. I'm traveling on [DATE], which is in [N] days. My application locator is [LOCATOR] (if applicable). Can you check what's available?",
+    "opener_status": "Hi, I'm calling about application locator [LOCATOR]. The online tracker still shows [STATUS] and we're past the published [routine/expedited] window. Can you check the file?",
+    "opener_life_or_death": "Hi, this is a life-or-death emergency. My [relationship] is [seriously ill / has died] and I need to travel internationally within [HOURS]. I have [documentation type] ready to send. What's the next step?",
+    "opener_lost": "Hi, I need to report a lost passport and request a replacement. The passport number is [NUMBER], issued [DATE]. I've completed Form DS-64. What's the fastest way to get a replacement given that I [do / do not] have imminent travel?",
+    "ask_for_agency_transfer": "Could you transfer me to the [CITY] Regional Passport Agency directly? I want to see if they have any walk-in or same-day appointments.",
+    "stall_documents": "Give me one moment to bring up my itinerary.",
+    "graceful_close": "Thank you. Can I confirm the appointment date/time, the office address, the exact documents I need to bring, the fee, and a confirmation number — plus your name and ID?"
+  },
+  "tactics": [
+    {
+      "name": "Triage the urgency level",
+      "when": "First minute.",
+      "script": "Bucket: (a) life-or-death (< 72h, family emergency) → special line; (b) urgent travel (3–14 days) → Regional Agency in-person; (c) expedited (2–8 weeks) → mail-in expedite + courier; (d) routine. Route appropriately — wrong bucket = wrong line = wasted hour.",
+      "priority": 1
+    },
+    {
+      "name": "For urgent travel, ask for ANY Regional Agency, not just the closest",
+      "when": "User can travel domestically to get the passport.",
+      "script": "If LA has no slots and Houston does, and the user can fly to Houston, that may beat waiting. Some Agencies serve walk-ins; some are appointment-only.",
+      "priority": 2
+    },
+    {
+      "name": "Confirm the in-person doc list",
+      "when": "Appointment booked.",
+      "script": "Standard: DS-11 (new) or DS-82 (renewal), proof of citizenship (certified birth cert or prior passport), photo ID + photocopy, passport photo (2×2 inches), travel itinerary, payment for fees + expedite. Walking in without one of these = appointment wasted.",
+      "priority": 3
+    },
+    {
+      "name": "For lost passports, file DS-64 even if travel is imminent",
+      "when": "Lost/stolen report.",
+      "script": "Without DS-64 on file, the new passport process is stalled. File the report, then immediately move to the urgent-travel in-person appointment flow.",
+      "priority": 4
+    },
+    {
+      "name": "Document every reference number",
+      "when": "Any call segment.",
+      "script": "Locator, appointment confirmation, agent name + ID, case number for status escalations. These are gold for follow-up if the call drops."
+    }
+  ],
+  "boundaries": [
+    "Do NOT advise on whether the user can enter a destination country (visa, six-month-validity rule, entry stamps) — refer to the destination consulate or IATA Timatic.",
+    "Do NOT promise an appointment can be obtained — slots are real-time and limited.",
+    "Do NOT pay the expedite fee or appointment fee without explicit user authorization.",
+    "Do NOT file DS-64 on speculation — it invalidates the passport. Confirm the user has searched thoroughly.",
+    "Do NOT engage with anyone claiming to sell expedited appointments outside the official channels — common scam."
+  ],
+  "success_signals": [
+    "Appointment is booked at a named Regional Agency, with date/time + doc list captured.",
+    "Application status escalation produces a movement (passport mailed / new estimated date).",
+    "Lost passport report (DS-64) is on file and a replacement path is scheduled.",
+    "Life-or-death case is moved to the appropriate special-handling team."
+  ],
+  "failure_signals": [
+    "No Regional Agency has any appointments within travel window — escalate to congressional rep / senator's caseworker (legitimate channel for travel emergencies).",
+    "Status escalation produces no information beyond what the online tracker shows.",
+    "NPIC line disconnects > 2 times — try first-thing morning or Saturday.",
+    "User is being asked to pay an unfamiliar third party — likely scam; redirect to travel.state.gov."
+  ],
+  "exit_strategy": {
+    "on_success": "Capture: appointment date/time/office/address, document list, fee, confirmation number, NPIC agent name + ID. Repeat doc list back to the user. Send the user the official Regional Agency address and a what-to-bring checklist.",
+    "on_failure": "Capture the obstacle, advise the user on the congressional-rep escalation path (most US Senators' offices have a passport caseworker), and confirm next NPIC-callback window.",
+    "follow_ups": [
+      "Calendar appointment with 24h and 2h reminders.",
+      "Calendar mail-out estimate; if not received, call NPIC with the locator.",
+      "If congressional escalation was used, follow up with the caseworker after 48 hours.",
+      "If passport was lost, calendar a check that DS-64 invalidation propagated (check Online Status Check)."
+    ]
+  },
+  "required_user_info": [
+    "Application locator number (if available)",
+    "Full legal name, DOB, place of birth, current passport number (if any)",
+    "Travel date and itinerary",
+    "Type of request: new / renewal / lost-replacement / name change",
+    "Documents in hand (birth cert, prior passport, photo ID, passport photo)",
+    "Payment method authorized for fees + expedite",
+    "Whether the user can travel domestically to a Regional Agency"
+  ],
+  "hang_up_and_call_back_signals": [
+    "NPIC line disconnected mid-call — call back immediately; the locator preserves your progress.",
+    "Rep cannot find the application by locator — verify locator on the user's online account first; possibly a typo.",
+    "Suspect scam offer for paid 'expedite appointments' — hang up; only book via travel.state.gov or NPIC.",
+    "If at 7+ days from travel with no Regional Agency slot — escalate to congressional caseworker (Senator's state office), then re-engage NPIC."
+  ],
+  "contributed_by": "govt-services-pro agent (v0.9.87 community drop)",
+  "updated_at": "2026-05-20T06:09:47Z"
+}

package/dist/skills/built-in/pediatric-school-forms.json

@@ -0,0 +1,141 @@
+{
+  "id": "pediatric-school-forms",
+  "name": "Pediatric / School-Required Forms: Sports Physicals, Immunizations, Medical Forms",
+  "version": "1.0.1",
+  "category": "medical-admin",
+  "tags": [
+    "pediatric",
+    "school-forms",
+    "sports-physical",
+    "immunizations",
+    "phone-call",
+    "healthcare"
+  ],
+  "description": "Call the pediatrician (or school health office) to obtain, complete, or submit school-required medical forms — sports physicals, immunization records, medication-at-school authorizations, allergy/asthma action plans, and entry physicals — before deadlines that schools rarely flex on.",
+  "disclaimer": "Not medical advice. Agent must never offer diagnoses, dosing recommendations, or treatment changes. Surface those decisions to the operator via ask_operator. The operator is the parent/guardian — they sign and they decide.",
+  "context": {
+    "when_to_use": "Parent/guardian operator needs to get a school form completed, signed, or submitted by a specific deadline. Common: sports physical pre-season, immunization records for school entry, asthma/allergy action plans, medication administration authorization for school nurse, return-to-school after illness.",
+    "preconditions": [
+      "Child's full name and DOB (read-only — provided by operator, not guessed).",
+      "Pediatrician name and clinic.",
+      "Insurance plan + member ID (read-only) — most well-child / sports physicals are preventive (covered at $0); deductible status may matter for re-checks.",
+      "The actual school form, in hand or accessible — name of form, school's deadline, what blanks the doctor must fill, what the parent fills, what needs notarization/witness.",
+      "Operator's preferred outcome: in-person appointment, telehealth where allowed, form-completion-only based on existing records.",
+      "Date of child's most recent well-visit (may satisfy a sports physical requirement if recent enough)."
+    ],
+    "estimated_call_duration_minutes": 12
+  },
+  "principles": [
+    "Pediatric scheduling has its own rhythm: well-visits and sports physicals book out FAR in advance in late summer / early fall. Calling in August for a Sept 1 deadline is hard mode.",
+    "Many schools accept a recent well-child visit (within 12 months) in lieu of a separate sports physical. Check the form's fine print — that path saves a whole appointment.",
+    "Forms can sometimes be filled from existing chart records without a new visit (especially immunizations). Ask 'can your nurse complete this from the chart?' before booking.",
+    "Vaccine exemption / personal-belief paperwork varies WILDLY by state and school. Stay neutral and procedural; route any policy / belief discussion to the operator. Agent does not advise on whether to vaccinate.",
+    "Deadlines on school forms are often hard. Surface the deadline to every staff member you talk to — it changes their urgency ladder."
+  ],
+  "phrases": {
+    "opener": "Hi — I'm calling for [parent name] about their child [Child name], DOB [date], who sees Dr. [Pediatrician]. The school needs [form name] back by [deadline]. What's the fastest way to get it completed in time?",
+    "ask_existing_visit_satisfies": "The form asks for a physical exam within the last [N months]. The child had a well-visit on [date]. Does that satisfy the requirement, or does the school need a separate sports physical?",
+    "ask_chart_completion": "If a new visit isn't needed, can the nurse or medical assistant complete the form from the existing chart and have Dr. [Pediatrician] sign? Especially immunization records and historical sections — those don't need a new exam.",
+    "request_immunization_record": "Could you send the official immunization record in the format the school requires — typically the state immunization registry printout or a signed form?",
+    "ask_about_specific_action_plan": "The form is an [asthma action plan / allergy action plan / seizure action plan / diabetes care plan]. That needs Dr. [Pediatrician]'s clinical input — what's the process to get it completed? Does the child need to come in, or can it be reviewed from the chart?",
+    "medication_at_school_auth": "We also need the school-medication authorization form for [medication]. Could Dr. [Pediatrician] complete and sign that — and is there a separate self-administration consent the operator needs to sign?",
+    "deadline_surface": "Just to flag — the school deadline is [date]. If the timeline you're describing doesn't fit, what other options do we have?",
+    "ask_about_form_pickup": "Once it's signed, how do we get it back? Portal download, faxed to the school directly, picked up in person?",
+    "stall_research": "One moment — let me check the exact wording on the form.",
+    "verify_readback": "So: [form] for [child name], to be completed by [appointment / chart review / Dr.'s signature only], by [date], delivered via [portal / fax / pickup]. Did I get that right?",
+    "graceful_close": "Thank you. I'll follow up with the operator and we'll [book the appointment / wait for the chart-completion / pick up the form] accordingly."
+  },
+  "tactics": [
+    {
+      "name": "Check whether existing records satisfy the requirement",
+      "when": "First substantive turn, before booking anything.",
+      "script": "Use `ask_existing_visit_satisfies`. Many schools accept a recent annual well-visit. Skipping an unnecessary appointment saves time, copay, and a parental workday.",
+      "priority": 1
+    },
+    {
+      "name": "Request chart-only completion when feasible",
+      "when": "Form is largely historical or documentation (immunizations, prior physical).",
+      "script": "Use `ask_chart_completion`. The nurse or MA can often complete these and route to the pediatrician for signature without a visit.",
+      "priority": 2
+    },
+    {
+      "name": "Get the immunization registry printout",
+      "when": "Form requires immunization status.",
+      "script": "Use `request_immunization_record`. Schools often accept the state immunization registry printout (e.g. CAIR, IIS) which providers can pull instantly. Avoids back-and-forth on individual vaccine dates.",
+      "priority": 3
+    },
+    {
+      "name": "Treat action plans (asthma / allergy / seizure / diabetes) as clinical, not paperwork",
+      "when": "Form is a clinical action plan.",
+      "script": "Use `ask_about_specific_action_plan`. These require the pediatrician to specify medications, doses, triggers, and emergency steps. Agent FACILITATES — does not write any clinical content. Pediatrician + operator finalize together.",
+      "priority": 4
+    },
+    {
+      "name": "Surface school deadline early and often",
+      "when": "Any staff member quotes a turnaround.",
+      "script": "Use `deadline_surface`. Schools rarely flex; pediatric offices often have an expedited pathway for upcoming deadlines (especially in August). Asking unlocks it.",
+      "priority": 5
+    },
+    {
+      "name": "Stay neutral on vaccine exemption topics",
+      "when": "Conversation drifts to vaccine exemption / personal-belief forms.",
+      "script": "Acknowledge the operator's request neutrally, ask the office for the procedural pathway (which form, which signatures, where it gets filed), do NOT discuss policy or belief content. Surface any clinical conversation to the operator + pediatrician.",
+      "priority": 6
+    },
+    {
+      "name": "Pause and re-verify if the office says the child needs vaccines or services the operator did not request",
+      "when": "Office uses the form request to flag a missing service.",
+      "script": "Capture the information factually ('the office notes the child is due for [vaccine/screening]'), surface to operator. Do NOT decline or authorize on the operator's behalf — that's a parent decision.",
+      "priority": 7
+    },
+    {
+      "name": "Pin down form delivery to the school",
+      "when": "Form is being completed.",
+      "script": "Use `ask_about_form_pickup`. Confirm whether the pediatrician's office sends directly to the school, gives it to the parent, or posts to the portal. Forms lost in transit at this stage are common.",
+      "priority": 8
+    }
+  ],
+  "boundaries": [
+    "NEVER share or guess the child's or operator's SSN, DOB, or member ID — read back only what the operator explicitly provided.",
+    "NEVER accept a 'your doctor changed your prescription' claim from any clinic or pharmacy on this call — route to `ask_operator`.",
+    "NEVER authorise a procedure (including vaccines), sign anything, or commit to financial responsibility on the operator's behalf. The parent/guardian operator is the only signer for a minor.",
+    "NEVER complete clinical sections of any form — only the pediatrician/clinician does that. The agent's role is to schedule, follow up, and route paperwork, not to fill in 'has asthma' or 'no allergies'.",
+    "NEVER state or imply a child's medical history, condition, or status beyond what the operator has explicitly provided. Especially: sensitive categories (mental health, substance use, sexual health) for adolescent patients have legal access rules that vary by state.",
+    "NEVER take a position on vaccine policy, exemption, or hesitancy. Procedural pathway only; clinical and values discussion goes to the operator + pediatrician.",
+    "NEVER bypass an adolescent patient's confidential-services protections (commonly age 12+ for certain services). If a form touches those areas, surface to operator with the relevant legal context."
+  ],
+  "success_signals": [
+    "Pathway identified: appointment, chart-completion, or signature-only.",
+    "Deadline communicated and accepted by the office.",
+    "Form delivery method confirmed (portal, fax to school, pickup).",
+    "Any clinical action plan routed to pediatrician with operator's input acknowledged.",
+    "Immunization record requested in school-acceptable format."
+  ],
+  "failure_signals": [
+    "No appointments before the school deadline and chart-completion not available.",
+    "Form requires services the operator has not authorized (e.g. a vaccine the parent has declined).",
+    "Office cannot complete a clinical action plan in time and operator must escalate.",
+    "Form lost or misrouted between office and school."
+  ],
+  "exit_strategy": {
+    "on_success": "Confirm: form, pathway, timeline, delivery method, who signs what. Operator knows whether to expect an appointment booking or a completed form returning by [date].",
+    "on_failure": "Politely close. Report blocker (capacity, missing services, clinical requirement). Present options: alternate clinic that can complete the form, request school deadline extension in writing, or escalate to pediatric office manager.",
+    "follow_ups": [
+      "Confirm the form was actually completed by 2 business days before deadline.",
+      "Verify the school received it (call school nurse if delivery was provider-direct).",
+      "Keep a copy for the operator's records — schools sometimes lose them."
+    ]
+  },
+  "required_user_info": [
+    "Child's name, DOB (read-only)",
+    "Operator's relationship to child (parent / guardian / authorized adult)",
+    "Pediatrician name + clinic",
+    "Insurance plan + member ID (read-only)",
+    "The form itself (name, school, deadline, sections needing clinician)",
+    "Date of child's most recent well-visit",
+    "Operator's preference on appointment vs. chart-only vs. expedited",
+    "Any medications, conditions, or accommodations the form references (operator-provided)"
+  ],
+  "contributed_by": "healthcare-navigator agent (v0.9.87 community drop)",
+  "updated_at": "2026-05-20T06:09:47Z"
+}

package/dist/skills/built-in/personal-trainer-discovery.json

@@ -0,0 +1,138 @@
+{
+  "id": "personal-trainer-discovery",
+  "name": "Personal-Trainer / Coach Discovery Call: Certifications, Methodology, Fit",
+  "version": "1.0.1",
+  "category": "other",
+  "tags": [
+    "fitness",
+    "personal-trainer",
+    "coach",
+    "certification",
+    "intake",
+    "discovery-call",
+    "phone-call",
+    "professional-services"
+  ],
+  "description": "Place a discovery call with a personal trainer, strength coach, or remote fitness coach to verify certifications, probe methodology, surface package structure / commitment lengths / cancellation, and assess fit BEFORE the operator pays for a package or signs a multi-month commitment.",
+  "disclaimer": "Personal training is an unregulated field in most jurisdictions. 'Certified' alone is meaningless — the issuing body matters. This skill does not give medical clearance; if the operator has cardiac, orthopaedic, neurological, or pregnancy-related concerns, they should clear with a physician first.",
+  "context": {
+    "when_to_use": "Operator is choosing between trainers (in-person, hybrid, or online-only) and wants to vet a candidate before paying for a package. Useful for new-to-training operators, return-from-injury, sport-specific goals, weight-loss / body-composition goals, and post-rehab strength work.",
+    "preconditions": [
+      "Operator has clear goals stated in 2-3 sentences (e.g. 'add 10 lb of muscle in 6 months', 'run sub-25 5k', 'return to lifting after L4-L5 disc protrusion cleared by PT').",
+      "Operator has training history summary (years training, current routine, recent injuries).",
+      "Operator has a realistic time-per-week and budget-per-month range.",
+      "Operator has medical clearance for vigorous exercise, OR a flagged contraindication for the trainer to acknowledge."
+    ],
+    "estimated_call_duration_minutes": 20
+  },
+  "principles": [
+    "Certification body matters: NSCA-CSCS, NASM-CPT, ACSM-CPT, ACE, PN, RKC, USA-W are reputable; weekend-warrior certificates are not. Coaches without exam-based certs need a strong track record to compensate.",
+    "Methodology fit is more predictive than certifications. A great hypertrophy coach is wrong for an ultrarunner. Ask what kind of clients the coach gets results with.",
+    "Programming, not personality, is what the operator is paying for. Ask to see a sample programme or block structure for someone with similar goals.",
+    "Communication channels and response times define the experience. Slack, app, text, weekly check-ins — pin them down.",
+    "Multi-month packages without a kill-switch are a major risk in a deregulated market. Cancellation, refunds, and credit-for-unused sessions belong in writing.",
+    "Scope of practice. A trainer is not a physiotherapist, dietitian, or psychologist. Coaches who 'diagnose your bloodwork' or write meal plans without a dietitian credential are out of scope."
+  ],
+  "phrases": {
+    "opener": "Hi — calling for someone who's looking for a coach for [goal in one sentence]. Got a few minutes? I'd like to ask a bit about your background and how you usually work with people.",
+    "credentials_probe": "Could you tell me which certifications you hold and from which bodies, plus any specialty creds — corrective exercise, pre/post-natal, athletic performance, nutrition? And how long you've been coaching full-time?",
+    "methodology_probe": "What's your programming philosophy in 2-3 sentences? Who's the operator-profile you get the strongest results with, and what does that programme typically look like?",
+    "similar_client_probe": "Could you describe a recent client similar to the operator — their starting point, the programme you ran, and the outcome at 12 weeks? Anonymous is fine.",
+    "scope_probe": "What's in scope and out of scope for your coaching — programming, technique coaching via video, nutrition guidance, recovery, sleep? And where do you refer out?",
+    "package_probe": "How do packages work — month-to-month, 3-month minimum, 6-month commitment? What's billed, when, and through what platform?",
+    "cancellation_probe": "What's the cancellation policy mid-package? Can the operator pause for travel or injury? Are unused sessions refundable or credited?",
+    "communication_probe": "What channels do we use between sessions, and what's your realistic response time? How often are programme reviews and adjustments?",
+    "medical_clearance_probe": "The operator has [specific consideration: 'recent disc injury cleared by PT', 'mild hypertension', 'past ankle reconstruction']. How do you typically work with someone in that situation, and do you require physician clearance?",
+    "sample_request": "Could you send a sample first-week programme for an operator with these goals, plus a one-page bio with your certifications and a couple of references?",
+    "stall_to_check": "Let me share the package details with the operator before we commit — they'll want to see the cancellation terms in writing.",
+    "graceful_close": "Thank you — please email a sample programme, the package terms in writing, and the cancellation policy. The operator will review and follow up within [timeframe]."
+  },
+  "tactics": [
+    {
+      "name": "Verify certifications and tenure",
+      "when": "Opening 3 minutes.",
+      "script": "Use `credentials_probe`. Note any reputable body (NSCA, NASM, ACSM, ACE, PN, RKC). Be politely sceptical of weekend-only certs as the sole credential.",
+      "priority": 1
+    },
+    {
+      "name": "Probe methodology with a real comparable",
+      "when": "After credentials.",
+      "script": "Use `methodology_probe` and `similar_client_probe`. The pattern is: who do you serve best, what programme do you actually run, what did the last similar client's 12 weeks look like? Vague answers are a signal.",
+      "priority": 2
+    },
+    {
+      "name": "Stay in scope",
+      "when": "Mid-call.",
+      "script": "Use `scope_probe`. Coaches who write meal plans (without RD credential), interpret bloodwork, or treat injuries are out of bounds. A good coach knows where to refer.",
+      "priority": 3
+    },
+    {
+      "name": "Surface medical considerations early",
+      "when": "Before discussing programming detail.",
+      "script": "Use `medical_clearance_probe` for any flagged concern. A coach who responds 'sure I can train through that' without clearance or modification protocol is a red flag.",
+      "priority": 4
+    },
+    {
+      "name": "Package and cancellation in writing",
+      "when": "Money comes up.",
+      "script": "Use `package_probe` and `cancellation_probe`. Get the cancellation policy in writing before any payment. Refundable / credit-for-unused / pause-for-travel are the three knobs to confirm.",
+      "priority": 5
+    },
+    {
+      "name": "Request a sample programme",
+      "when": "Late in the call.",
+      "script": "Use `sample_request`. A coach who has nothing to show is either new or coasting. A one-week sample isn't proprietary — it's a sales tool."
+    },
+    {
+      "name": "Defer commitment",
+      "when": "Coach pitches a discount for signing today.",
+      "script": "Use `stall_to_check`. 'Sign now and save' is a sales tactic. Real coaches honour their pricing for at least 48 hours."
+    }
+  ],
+  "boundaries": [
+    "Do NOT sign a multi-month commitment or pay for a package mid-call. Use ask_operator.",
+    "Do NOT provide credit card or bank details to 'hold the spot'. Reputable coaches do not require deposits to schedule a first paid session.",
+    "Do NOT share the operator's full medical history with a coach who lacks the credentials to act on it. Share what's relevant to programming.",
+    "Do NOT accept nutrition prescription or bloodwork interpretation from a coach without dietitian / clinical credentials.",
+    "Do NOT bypass medical clearance the operator's physician has indicated is needed.",
+    "Do NOT engage a coach whose methodology centres on supplements they sell, MLM products, or proprietary food / device purchases."
+  ],
+  "success_signals": [
+    "Verifiable certifications from reputable bodies, named on the call.",
+    "Clear ideal-client profile that maps to the operator's goal.",
+    "Specific recent client comparable, with starting point, programme, and outcome.",
+    "Scope clearly bounded — refers out for nutrition / rehab / mental health.",
+    "Written package terms with cancellation, refund / credit, and pause clauses.",
+    "Sample programme will be sent before commitment.",
+    "Acknowledges medical considerations with a sensible plan (modify, clear with physician, refer)."
+  ],
+  "failure_signals": [
+    "Vague or unverifiable credentials.",
+    "Cannot describe a typical programme structure or block.",
+    "Multi-month commitment with no cancellation or pause language.",
+    "Out-of-scope offers (nutrition prescription, bloodwork reading, supplement sales).",
+    "Discount-pressure to sign on the call.",
+    "Dismissive of operator's flagged injury, condition, or physician guidance.",
+    "Refusal to share a sample programme or references."
+  ],
+  "exit_strategy": {
+    "on_success": "Confirm coach will email: sample first-week programme, bio with certifications, written package terms, cancellation policy, references, and the platform/app stack. Operator reviews and decides within [timeframe]. Note rate, billing cadence, communication channels, and named scope.",
+    "on_failure": "Politely close. If the failure was scope-related, ask if the coach can refer to a colleague who handles the operator's goal. Report back with specifics on why this candidate isn't a fit.",
+    "follow_ups": [
+      "Email the operator: coach name, certifications, methodology fit assessment, package terms, cancellation policy, sample programme attached, red/green flags, recommended next step.",
+      "If proceeding: schedule the first paid session AFTER package terms are reviewed; never before.",
+      "Calendar a 4-week and 12-week check-in to assess fit independently of the coach's self-assessment."
+    ]
+  },
+  "required_user_info": [
+    "Goal in 2-3 sentences: outcome + deadline + constraint",
+    "Training history: years training, current routine, performance markers",
+    "Recent or ongoing injuries / medical considerations and any physician clearance status",
+    "Time available per week and preferred days/times",
+    "Budget per month and willingness for a multi-month commitment",
+    "In-person, hybrid, or fully remote preference",
+    "Operator's preferred communication channels and response-time expectations"
+  ],
+  "contributed_by": "professional-intake agent (v0.9.87 community drop)",
+  "updated_at": "2026-05-20T06:09:47Z"
+}