@audienti/cli 0.1.145 → 0.2.0-exora.10

package/skills/playbook-design/SKILL.md

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+---
+name: playbook-design
+description: Create, reuse or revise an Audienti playbook, the stages and steps a prospect moves through from first touch to the goal. Use during getting started, when a campaign has no playbook, and whenever you or the user have a new outreach idea.
+---
+
+# Playbook design
+
+A playbook is what a campaign follows: the stages a prospect moves
+through, the steps in each stage (channel, action, wait), the goal stage, the ways out
+(off-ramps) and the voice. Audienti stores every playbook with revisions, so a good one
+is written once and reused by many campaigns. Planning tasks (`prospects.plan`) read the
+campaign's playbook to decide each prospect's next step, so a campaign without one
+cannot be worked.
+
+Use this skill when:
+
+- You are getting started and the workspace has no playbook yet.
+- A queue task says a campaign needs a playbook (**Draft a playbook**, or a
+  **Get campaign ready** task that says "pick a playbook").
+- You or the user have a new idea for how to reach people: a new channel order, a
+  different first touch, a new voice, a new goal.
+
+## Rules
+
+- Reuse before you create. Most new campaigns fit a playbook that already exists.
+- Use only channels you can cover with accounts you reported (LinkedIn, Email).
+  Do not draft a phone step if no one can call.
+- One playbook is one strategy. A correction to the same strategy (a wait, a step's
+  wording, a missing off-ramp) is a new revision. A different strategy is a new
+  playbook, so the two can be compared in Analytics.
+- Saving a playbook never changes campaigns already pinned to it. Pin the new
+  revision on purpose.
+- Never invent results or proof points for the voice. Use the user's words.
+- Every first email ends with one plain sentence that lets the prospect opt out, such
+  as "If this is not for you, reply and I will not write again." Say so in the first
+  email step's `instructions`. A prospect who opts out is suppressed for good.
+- Ask the user before a new playbook is used for outreach. Nothing is sent without
+  their approval.
+
+## 1. Reuse first
+
+1. `audienti playbook list` shows one page of summaries: name, latest revision and stage and step
+   counts. Follow `nextCursor` for more; `--limit N` sets the page size.
+   Every workspace has three starter playbooks (`system: true`): Email first, LinkedIn
+   first and Email only. When your reported channels point to one, the list marks it
+   `recommended: true` and returns a `recommendation` with its `reason`. A confirmed
+   LinkedIn account gives LinkedIn first: the user registered it as a sender account and
+   authorized you on it, and your report for it is healthy and includes `send_message`.
+   Email with LinkedIn not yet confirmed gives Email first; email alone gives Email only.
+2. `audienti playbook show ID` shows the stages, steps, goal and voice.
+3. If one fits the campaign's offer, audience and your channels, use it. Say in one
+   line why it fits, then go to step 4 (pin it). A starter playbook can be pinned as it
+   is, but it is read-only: to change it, save its fields as a new playbook (no `id`,
+   `expectedRevision` 0) with a new name, and revise that copy. Saving a starter
+   playbook with its `id` fails with 409 `starter_playbook`.
+
+## 2. Draft a new playbook
+
+Start from the user's offer, the audience and the channels you have. A good default
+for founder-led or agent-led outbound has five to six stages:
+
+1. **Ready** (Agent): the prospect is in the campaign. No steps.
+2. **Warming** (Agent, optional): view the profile, like a recent post. Skip it when
+   LinkedIn is not available.
+3. **Outreach underway** (Agent): the touches, in order, with waits. For example a
+   connection request (wait 21 days), a message "Only if connected" (wait 5), a first
+   email (wait 4). Completes to the **Unresponsive** off-ramp when every step is done
+   and nobody replied.
+4. **In conversation** (Assignee): the prospect replied. A person drafts or approves
+   the reply. Completion `stay`.
+5. **Meeting requested** (Assignee).
+6. **Meeting booked** (Assignee, goal, `goalDays` 0).
+
+Write `instructions` on each step as coaching for whoever does it: what to say, what
+evidence to lead with, what to avoid. Write `voice` as two or three sentences in the
+user's style. See [fields and an example request](references/fields.md) for every
+field and the rules Audienti checks.
+
+## 3. Save it
+
+1. Write the request to a file: `expectedRevision` 0 and no `id` for a new playbook;
+   the playbook's `id` and its current revision number to revise one. Use a fresh
+   `requestId` (a UUID) and fresh UUIDs for every stage, step and off-ramp `key`.
+   Keep the same keys when you revise, so progress already recorded stays on its stage.
+2. `audienti playbook save --file REQUEST.json`. Over MCP use `playbook_save`.
+3. If the save fails, read the error: `field` is the path of the wrong value, `allowed` the
+   values that work and `next` what to do. Fix that field and retry with the same
+   `requestId`. Run `audienti playbook actions` for the step action ids, channels and event
+   names. If `next` says to ask your user (for example to turn on Allow workspace changes),
+   ask with `audienti ask` and carry on with what you can. If it reports a revision conflict, the error gives `currentRevision`: run
+   `playbook show ID`, apply your change to that revision and save with that `expectedRevision`.
+
+## 4. Ask the user and pin it
+
+1. Ask in Audienti, not in chat: `audienti ask "Use this playbook for CAMPAIGN?"
+   --context "SUMMARY" --option "Use it" --option "Change it"`. Put the stages, the
+   touches with their waits, the goal and the voice in the context as a short list.
+2. When they answer, apply their changes as a new revision.
+3. Pin it to the campaign with `playbookPin` `{ "id": PLAYBOOK_ID, "revision": N }`:
+   in `audienti campaign create` for a new campaign, or in the campaign's draft update
+   for a draft. An active campaign keeps its pin; to try a new playbook, make a
+   successor (below).
+
+## New ideas
+
+When you or the user have a new idea for how to reach people:
+
+1. Write the idea as one change: "Lead with email instead of a connection request",
+   "Add a phone step after the second email", "Offer a teardown, not a demo".
+2. If it is a correction, save a new revision of the same playbook.
+3. If it is a different strategy, save a new playbook named for the idea.
+4. Test it with `audienti campaign successor ID` that changes only the playbook, so
+   the old and new campaigns can be compared. Name what changed in the campaign notes.
+5. Ask the user before the successor starts.
+
+## Record progress and ask for review
+
+Read the playbook before doing work for a campaign pinned to it: `audienti playbook
+show PLAYBOOK_ID`. Stage plays are instructions for you, the external agent; they are
+not a hosted sequence that runs by itself.
+
+- Progress: `audienti playbook record --file PATH` with exactly one of `stageKey`,
+  `offRampKey` or `finishStage: true`, the participation's pinned playbook version and
+  its current expected progress version, and stored evidence. Do not invent outcomes.
+  `audienti playbook` prints the command usage; the API schema has the required fields.
+- Human review: `audienti playbook suggest --file PATH`. The user approves or dismisses
+  it in **Operator → Queue**. A suggestion does not move a stage, and agents cannot
+  approve one. A stay completion records work without moving the stage.
+  `audienti playbook suggestions` lists the suggestions you can see.
+- None of these commands sends a message to a provider.
+
+## Done
+
+Close your queue task with a note that names the playbook, its revision and the
+campaign it is pinned to: `audienti queue done TASK --note "Saved Founder-led outbound
+r1, pinned to Logistics UK test"`.

package/skills/playbook-design/references/fields.md

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+# Playbook fields
+
+`audienti playbook save --file REQUEST.json` accepts one object:
+
+| Field | Rule |
+| --- | --- |
+| `id` | Omit for a new playbook. The playbook ID to revise one. |
+| `expectedRevision` | 0 for a new playbook, otherwise the latest revision number. |
+| `requestId` | A fresh UUID. Reuse it only when you retry the same save. |
+| `fields` | The playbook itself, below. |
+
+## fields
+
+| Field | Rule |
+| --- | --- |
+| `name` | 1 to 120 characters. Name the strategy, not the campaign. |
+| `stages` | 2 to 30 stages, in order. |
+| `goalKey` | The `key` of the goal stage. Not the first stage. |
+| `offRamps` | Up to 30 ways out: `{ key, name, reason }`. `reason` is `rejected`, `not_fit`, `nurture`, `unresponsive` or `other`. The system sets `taken_over`, `bounced` and `skipped` itself; do not choose them. "Bad data" and "repair" are not off-ramps. |
+| `voice` | How messages should sound, in the user's style. |
+| `eventRules` | Optional: what happens when an event reaches a person, for any stage and step. A new playbook starts with three (below); leave the field out to keep them, or send the whole list to replace it. See Event rules. |
+| `rules` | Optional: `allowBackward` (boolean, default false): let a move go to an earlier stage. Approval of a move is a setting on the account, not a playbook rule. |
+
+## The Playbook check
+
+Every read and save of a playbook returns `warnings`, a deterministic check that needs no agent. An item
+is `{ id, level, message, stageKey, stepKey, fix }`. A save is refused with `playbook_cannot_work` (422,
+the list in `errors`) when `offRamps` is empty or a stage has `on: []` and nothing sends people to it.
+The other items are warnings; read them after each save and clear them:
+
+| Item `id` | Meaning and default fix |
+| --- | --- |
+| `stage_never_ends` | A stage with steps and `completion` `stay`. Use `off_ramp` with the Unresponsive off-ramp. |
+| `stage_by_hand_only` | Nothing opens a stage but a person or agent. Give it an `on` event or finish the stage before it with `next`. |
+| `send_without_wait` | A send step with no `wait`, followed by another send on the same channel. Add a wait. |
+| `goal_shorter_than_waits` | `goalDays` is below the waits added up. Use the waits plus 2 days. |
+| `send_in_person_stage` | A send step in the goal stage or an `Assignee` stage writes to someone who already answered. Remove it. |
+| `steps_after_break_up` | A step after the break-up email. Put it before the break-up step. |
+| `message_without_connection` | A LinkedIn message with condition `Always` and no connection request before it. Use `Only if connected`. |
+| `stages_loop` | Routes or rules send people between stages in a circle. |
+
+## Stage
+
+| Field | Rule |
+| --- | --- |
+| `key` | A UUID, unique in the playbook. Keep it across revisions. |
+| `name` | Unique in the playbook. |
+| `movesInWhen` | What moves a prospect into this stage, for example "They replied". Shown to people; `on` decides. |
+| `on` | The events that open this stage: `accept`, `reply`, `meeting` or `manual`. Defaults to `["manual"]`. An event moves the prospect to the furthest later stage that opens on it; the stages passed over are recorded as skipped, never as done. |
+| `owner` | `Agent` or `Assignee` (the person assigned to the prospect). |
+| `goalDays` | 0 to 365. The days after which a prospect in this stage is overdue (the pipeline card turns orange). 0 means never overdue. |
+| `enabled` | Defaults to true. `false` skips the stage: no one is moved into it. The first stage and the goal stage cannot be skipped. |
+| `steps` | Up to 20 steps. |
+| `completion` | `{ "kind": "next" }`, `{ "kind": "stay" }` or `{ "kind": "off_ramp", "offRampKey": KEY }`. The last enabled stage cannot use `next`. |
+
+## Step
+
+| Field | Rule |
+| --- | --- |
+| `key` | A UUID, unique in the playbook. A plan action that runs this step carries it as `playbookStepKey`; actions without it change no playbook progress. |
+| `channel` | `LinkedIn` or `Email`. A phone call or a gift is not a step yet (#433): tell your user, and use an Email step with the call in its instructions. |
+| `action` | A short label, for example "Send connection request". |
+| `condition` | `Always`, `Only if viable` or `Only if connected`. Audienti does not check a connection itself: put an `Only if connected` step in a stage that opens on `accept`, so entering the stage on the accept is what gates it. |
+| `viability` | Required with `Only if viable`: when the step makes sense. An Email step is skipped, without a card, for a person with no email on record, whatever its condition. |
+| `instructions` | Coaching for whoever does the step. |
+| `wait` | Optional: `{ "until": U, "days": N }`. `until` is `accept` (LinkedIn steps only), `reply`, `meeting` or `timeout`; `days` is 1 to 60. The wait starts when the agent reports the step's result with its step key: a plan action carries the step's `key` as `playbookStepKey`, and a succeeded result for that action starts the wait. A reply or a booked meeting ends every wait early; an accept ends only a wait until `accept`. Older playbooks used `waitDays: N`, which still reads as `{ "until": "timeout", "days": N }`. |
+| `side` | Defaults to false. A side step runs while the main step before it waits, for example a profile view or a like. A stage with side steps needs a main step. |
+| `onTimeout` | `next` (default) or `off_ramp`. With `off_ramp`, a main step whose wait runs out leaves the prospect through the `unresponsive` off-ramp. When nothing is left in the stage, its completion decides. |
+| `routes` | Optional: `{ "accept"?: T, "reply"?: T, "meeting"?: T }`, where `T` is `{ "kind": "stage", "stageKey": "<uuid>" }` or `{ "kind": "off_ramp", "offRampKey": "<uuid>" }`. Where an event that reaches the person after this step ran sends them. The step's route wins over the stage's `on` list; an event with no route follows the stage. A main step only; `accept` only on a LinkedIn step. A route to an earlier stage needs `rules.allowBackward`. |
+| `actionId` | Optional: an action id from the outreach rulebook, for example `linkedin.message.send`. It must match the step's `channel`. List the valid ids with their channel and label: `audienti playbook actions` (MCP `playbook_actions_list`). The `action` text stays the label the person reads. |
+| `eventRules` | Optional, up to 10: event rules for this step only. See Event rules. |
+
+## Event rules
+
+An event rule says what happens when an event reaches a person: do these things, then go here. It lives on the playbook (`fields.eventRules`, up to 30), on a stage (`eventRules`, up to 10) or on a step (up to 10). The nearest place wins, then the most specific event: a reply kind beats any reply. A step `routes` entry is the older form of the same thing.
+
+| Field | Rule |
+| --- | --- |
+| `key` | A UUID, unique in the playbook. |
+| `when` | The event: `accepted`, `replied`, `meeting_booked`, `wait_timeout`, `inbound_connection_request`, or a reply kind `reply.interested`, `reply.question`, `reply.later`, `reply.out_of_office`, `reply.wrong_person`, `reply.referral`. An unknown name is refused with the allowed names; `audienti playbook actions` lists them under `eventRules.when`. |
+| `do` | Optional list of `stop_wait`, `snooze`, `redirect_to_named_person`, `ask_who_is_right`, `tell_me`, `hand_to_user`, `withdraw_pending_request`. Also under `eventRules.do`. |
+| `snoozeDays` | 1 to 90. For `snooze`. |
+| `goto` | Where the person goes after: `{ "kind": "stay" }`, `{ "kind": "gate" }` (the stage's own next step; the default), or `{ "kind": "stage", "stageKey": KEY }`, `{ "kind": "off_ramp", "offRampKey": KEY }` or `{ "kind": "step", "stepKey": KEY }`. |
+
+Every new playbook starts with these three on the playbook, when you send no `eventRules`:
+
+- `reply.interested`: `stop_wait`, then `gate`.
+- `reply.out_of_office`: `snooze` for 7 days, then `stay`.
+- `reply.wrong_person`: `stop_wait`, `redirect_to_named_person`, `ask_who_is_right`, then `stay`.
+
+Taking someone off the list and a bounce always run first; no rule changes them.
+
+A LinkedIn step whose `actionId` is `linkedin.inmail.send` runs only when the LinkedIn account reports InMail available. Otherwise it is skipped without a card.
+
+## Example request
+
+Replace every `<uuid>` with a fresh UUID (`uuidgen` or `node -e "console.log(crypto.randomUUID())"`).
+Use the same UUID wherever the same placeholder letter appears.
+
+```json
+{
+  "expectedRevision": 0,
+  "requestId": "<uuid>",
+  "fields": {
+    "name": "Founder-led outbound",
+    "stages": [
+      { "key": "<A>", "name": "Ready", "owner": "Agent", "goalDays": 3, "steps": [], "completion": { "kind": "next" } },
+      { "key": "<B>", "name": "Warming", "owner": "Agent", "goalDays": 7, "steps": [
+        { "key": "<uuid>", "channel": "LinkedIn", "action": "View profile", "condition": "Always", "instructions": "Read their recent activity for a signal to mention." },
+        { "key": "<uuid>", "channel": "LinkedIn", "action": "Like a recent post", "condition": "Always", "instructions": "Only a post about their work.", "wait": { "until": "timeout", "days": 3 } }
+      ], "completion": { "kind": "next" } },
+      { "key": "<C>", "name": "Outreach underway", "owner": "Agent", "goalDays": 35, "steps": [
+        { "key": "<uuid>", "channel": "LinkedIn", "action": "Send connection request", "condition": "Always", "instructions": "No note, or one line on their signal.", "wait": { "until": "accept", "days": 21 } },
+        { "key": "<uuid>", "channel": "LinkedIn", "action": "View profile", "condition": "Always", "instructions": "A light touch while the request waits.", "side": true },
+        { "key": "<uuid>", "channel": "LinkedIn", "action": "Send message", "condition": "Only if connected", "instructions": "Lead with their signal and offer something useful.", "wait": { "until": "reply", "days": 5 } },
+        { "key": "<uuid>", "channel": "Email", "action": "Email 1", "condition": "Always", "instructions": "Three sentences: signal, offer, one short question.", "wait": { "until": "reply", "days": 4 }, "onTimeout": "off_ramp" }
+      ], "completion": { "kind": "off_ramp", "offRampKey": "<R>" } },
+      { "key": "<D>", "name": "In conversation", "movesInWhen": "They replied", "on": ["reply"], "owner": "Assignee", "goalDays": 3, "steps": [
+        { "key": "<uuid>", "channel": "Email", "action": "Draft a reply", "condition": "Always", "instructions": "Answer their question first. Propose a time only if they asked.", "wait": { "until": "reply", "days": 2 } }
+      ], "completion": { "kind": "stay" } },
+      { "key": "<E>", "name": "Meeting requested", "owner": "Assignee", "goalDays": 3, "steps": [], "completion": { "kind": "next" } },
+      { "key": "<F>", "name": "Meeting booked", "on": ["meeting"], "owner": "Assignee", "goalDays": 0, "steps": [], "completion": { "kind": "stay" } }
+    ],
+    "goalKey": "<F>",
+    "offRamps": [{ "key": "<R>", "name": "Unresponsive", "reason": "unresponsive" }],
+    "voice": "Write like a founder. Lead with their signal, offer something useful, and ask one short question.",
+    "rules": { "allowBackward": false }
+  }
+}
+```

package/source-manifest.json

@@ -0,0 +1,104 @@
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+    "cli/playbook-help.mjs": "56a5b6ba4c94022931f9c751c954133239404048aba99d1ff28cd290eac22f41",
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+    "cli/profiles.mjs": "45929b224ffc916b6dbd7a94e06ac09a1ff7feec430633b10d160c1608fc2d32",
+    "cli/progress.mjs": "aeca47f4e59be306dac4592cf2e4209a30e322fc13e4e103e64e09faa370f5a8",
+    "cli/prospecting-settings-operations.mjs": "37b881a867c19d9e5f2d02316038284ea0cf09de4f37b6dee2370a1faedf245e",
+    "cli/prospecting-settings.mjs": "b09f47c84416d9892d7d5b17dcf684cbb560e1cacb25513826ff04ef9307626e",
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+    "cli/queue.mjs": "046f4dba92ac9eacbb1f12215ab2b49623bae597342da6b415f7afb3c3a1344e",
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+    "cli/sender-accounts.mjs": "406abd62a489894bec2cb3c9ebcc1b19572ab8f2d0fab4854deb78ea7dd89d0a",
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+    "cli/skills.mjs": "ea8dfef32664714f9c63251d9a6bbdb44d77d41e272df46bb102ebfcd8df8b66",
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+    "package.json": "f31e4da2874888ec971ee52236c37619184d84b3232105e756f2d542f9a052b2",
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+    "skills/audienti/scripts/run.mjs": "652094ff8b642d13f5e0bb30756bb49464c051511c37f202249fde917b319208",
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+    "skills/getting-started/references/audience.md": "6a2c061be5e299b3cbbd236578693ae5084d216425c500d3639a4d1fcb86ccb7",
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+    "skills/getting-started/references/mailbox-check.md": "113574bb5a573125620dcde4e65ebf44164f7b0727cc936fb41234f5d57bba73",
+    "skills/getting-started/references/outcome-checks.md": "53919f2c2adf2bd24e602f4c2a21fbd47c807b115b2a1f9bb7893ebf48dc715a",
+    "skills/getting-started/references/replies.md": "865c97bea9c4bbecc2aba15be933356d11c37f3239be2cd436442230b5e0501e",
+    "skills/getting-started/references/reply-checks.md": "85fe692ad6b7bc73e204de313b27d225be3da1a0af71e8e7bb9945ae511a0dc3",
+    "skills/playbook-design/SKILL.md": "95c8c9d9cf0dd4d69b9634f9b1f4fb04628b1b9d4dd22d928ea135ce3b5a98da",
+    "skills/playbook-design/references/fields.md": "96a97654508cc8340df485e00d823c30d1e07e9f10e3ed94b231d375783de894"
+  }
+}

package/.mcp.json

@@ -1,13 +0,0 @@
-{
-  "mcpServers": {
-    "audienti": {
-      "title": "Audienti",
-      "description": "Bridge MCP clients to Audienti's app-hosted /mcp endpoint for accounts, plays, prospects, lists, analytics, and operator workflows.",
-      "cwd": ".",
-      "command": "node",
-      "args": [
-        "./bin/audienti-mcp.js"
-      ]
-    }
-  }
-}