@audienti/cli 0.2.0-exora.1 → 0.2.0-exora.11

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  1. package/README.md +30 -6
  2. package/cli/account-reply-operations.mjs +26 -1
  3. package/cli/agents.mjs +74 -14
  4. package/cli/assignment-operations.mjs +12 -12
  5. package/cli/assignment.mjs +6 -6
  6. package/cli/attachment-operations.mjs +9 -0
  7. package/cli/attachments.mjs +28 -0
  8. package/cli/audience-operations.mjs +5 -0
  9. package/cli/audiences.mjs +7 -4
  10. package/cli/audienti.mjs +116 -21
  11. package/cli/audit-operations.mjs +17 -0
  12. package/cli/audit.mjs +39 -0
  13. package/cli/budget-operations.mjs +8 -0
  14. package/cli/budgets.mjs +34 -0
  15. package/cli/campaign-find.mjs +155 -0
  16. package/cli/campaign-operations.mjs +30 -0
  17. package/cli/campaigns.mjs +61 -0
  18. package/cli/cohort-operations.mjs +22 -0
  19. package/cli/cohorts.mjs +45 -0
  20. package/cli/connection-registry-operations.mjs +2 -1
  21. package/cli/content.mjs +1 -0
  22. package/cli/discovery-operations.mjs +4 -3
  23. package/cli/discovery.mjs +3 -2
  24. package/cli/file-operations.mjs +29 -0
  25. package/cli/files.mjs +14 -0
  26. package/cli/guardrails-operations.mjs +12 -0
  27. package/cli/guardrails.mjs +37 -0
  28. package/cli/hand-task-operations.mjs +11 -0
  29. package/cli/hand-tasks.mjs +18 -0
  30. package/cli/json-file.mjs +1 -1
  31. package/cli/kv-operations.mjs +17 -0
  32. package/cli/kv.mjs +58 -0
  33. package/cli/mcp.mjs +3 -3
  34. package/cli/notification-operations.mjs +8 -0
  35. package/cli/offer-operations.mjs +1 -1
  36. package/cli/outbound-operations.mjs +16 -0
  37. package/cli/outbound.mjs +54 -0
  38. package/cli/outcome-operations.mjs +28 -0
  39. package/cli/outcomes.mjs +16 -0
  40. package/cli/owner-account-client.mjs +3 -3
  41. package/cli/playbook-help.mjs +79 -0
  42. package/cli/playbook-operations.mjs +36 -0
  43. package/cli/progress.mjs +21 -7
  44. package/cli/question-operations.mjs +12 -0
  45. package/cli/questions.mjs +32 -0
  46. package/cli/queue-operations.mjs +12 -0
  47. package/cli/queue.mjs +25 -0
  48. package/cli/recipient-operations.mjs +1 -1
  49. package/cli/recipients.mjs +6 -2
  50. package/cli/rooms-operations.mjs +48 -0
  51. package/cli/rooms.mjs +160 -0
  52. package/cli/search-operations.mjs +9 -0
  53. package/cli/secret-operations.mjs +7 -0
  54. package/cli/secrets.mjs +30 -0
  55. package/cli/sender-account-operations.mjs +6 -2
  56. package/cli/sender-accounts.mjs +18 -8
  57. package/cli/skills-mcp.mjs +13 -6
  58. package/cli/skills.mjs +73 -16
  59. package/cli/tools-operations.mjs +18 -10
  60. package/cli/tools.mjs +48 -20
  61. package/cli/usage-operations.mjs +8 -0
  62. package/cli/usage.mjs +41 -0
  63. package/cli/work-execution-operations.mjs +7 -0
  64. package/cli/work-execution.mjs +3 -3
  65. package/cli/work-operations.mjs +7 -5
  66. package/cli/work.mjs +11 -6
  67. package/cli/workspaces.mjs +123 -24
  68. package/package.json +2 -2
  69. package/skills/agent-rooms/SKILL.md +140 -0
  70. package/skills/agent-rooms/references/commands.md +78 -0
  71. package/skills/audienti/SKILL.md +112 -6
  72. package/skills/audienti/references/helpers.md +15 -2
  73. package/skills/audienti/references/profile-workflows.md +6 -4
  74. package/skills/audienti/scripts/contracts.mjs +1 -1
  75. package/skills/getting-started/SKILL.md +227 -0
  76. package/skills/getting-started/references/audience.md +143 -0
  77. package/skills/getting-started/references/campaign-draft.md +80 -0
  78. package/skills/getting-started/references/capabilities.md +238 -0
  79. package/skills/getting-started/references/mailbox-check.md +64 -0
  80. package/skills/getting-started/references/outcome-checks.md +125 -0
  81. package/skills/getting-started/references/replies.md +186 -0
  82. package/skills/getting-started/references/reply-checks.md +54 -0
  83. package/skills/playbook-design/SKILL.md +136 -0
  84. package/skills/playbook-design/references/fields.md +146 -0
  85. package/source-manifest.json +86 -39
  86. package/cli/approach-operations.mjs +0 -12
  87. package/cli/experiment-operations.mjs +0 -25
  88. package/cli/experiments.mjs +0 -26
@@ -0,0 +1,54 @@
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+ # Mailbox checks
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+
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+ Audienti never signs in to your user's mailbox. You send from it through your own email
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+ connector (Gmail or Outlook, through Composio, a Claude connector or similar), so you also
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+ prove it works and read it for replies. Two queue tasks ask for that. If you have no email
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+ connector, tell your user exactly: "I need a Gmail or Outlook connector to send from your
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+ mailbox." Never send them to Settings to connect a mailbox.
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+
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+ ## The test email (`mailbox.confirm`)
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+
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+ A mailbox counts for campaigns only once you sent a test email from it to itself, read it
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+ back and reported its code. [The mailbox test email](mailbox-check.md) gives the steps. Your
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+ user does nothing in that check. It proves the mailbox sends and that you can read its
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+ inbox, which the reply checks below need too.
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+
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+ ## The reply check (`replies.check`)
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+
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+ Before any next step goes to someone you emailed, in a campaign or not, Audienti asks you to
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+ check the mailbox the email went out from for their reply. Until you report each person, no
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+ next step is planned or sent for them. Each task lists at most 100 people in `waiting`, each
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+ with `person`, `name`, `participation` (null when the step is in no campaign), `attempt`
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+ (the email) and `sentAt` (when it went out). A task for a mailbox you confirm is assigned to
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+ you.
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+ While you hold the task, its list stays as it was when you claimed it, even after a reply
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+ you record. Report everyone on it.
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+
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+ 1. Claim the task.
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+ 2. Search the mailbox with your connector for mail from the listed people since their
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+ `sentAt` only. Do not read anything else.
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+ 3. Record each reply you find the way you record any reply: `audienti prospects
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+ conversation append PERSON --workspace ID --file ITEM.json` with `direction: inbound`
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+ and `conversationType: direct`. It returns the evidence id. Audienti then ends the
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+ person's wait, holds their sends and gives you a reply task, as for any reply.
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+ 4. Report every listed person:
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+
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+ ```json
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+ {
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+ "results": [
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+ { "kind": "email.no_reply", "person": "PERSON_ID" },
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+ { "kind": "email.reply", "person": "PERSON_ID", "evidence": "EVIDENCE_ID" }
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+ ]
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+ }
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+ ```
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+
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+ ```sh
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+ audienti outcomes report TASK_ID --file RESULTS.json
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+ ```
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+
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+ 5. Report the task done. If you cannot read the mailbox now, release the task with a note.
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+
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+ An `email.reply` whose evidence is not an inbound message of that person is not recorded
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+ (`reply_not_recorded`): record the reply first. A person you leave out comes back on the
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+ next check, about an hour later. Reporting the same person again for the same email returns
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+ `already_recorded`.
@@ -0,0 +1,136 @@
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+ ---
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+ name: playbook-design
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+ 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.
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+ ---
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+
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+ # Playbook design
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+
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+ A playbook is what a campaign follows: the stages a prospect moves
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+ through, the steps in each stage (channel, action, wait), the goal stage, the ways out
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+ (off-ramps) and the voice. Audienti stores every playbook with revisions, so a good one
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+ is written once and reused by many campaigns. Planning tasks (`prospects.plan`) read the
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+ campaign's playbook to decide each prospect's next step, so a campaign without one
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+ cannot be worked.
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+
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+ Use this skill when:
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+
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+ - You are getting started and the workspace has no playbook yet.
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+ - A queue task says a campaign needs a playbook (**Draft a playbook**, or a
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+ **Get campaign ready** task that says "pick a playbook").
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+ - You or the user have a new idea for how to reach people: a new channel order, a
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+ different first touch, a new voice, a new goal.
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+
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+ ## Rules
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+
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+ - Reuse before you create. Most new campaigns fit a playbook that already exists.
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+ - Use only channels you can cover with accounts you reported (LinkedIn, Email). For anything you cannot do yourself, such as a call, a voicemail, a handwritten note, a video or a gift, use a `Custom` step: you prepare it and a person does it. A Custom step can wait for a named event the person records (`wait.until` `event`), for example "Gift delivered".
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+ Do not draft a phone step if no one can call.
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+ - One playbook is one strategy. A correction to the same strategy (a wait, a step's
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+ wording, a missing off-ramp) is a new revision. A different strategy is a new
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+ playbook, so the two can be compared in Analytics.
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+ - Saving a playbook never changes campaigns already pinned to it. Pin the new
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+ revision on purpose.
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+ - Never invent results or proof points for the voice. Use the user's words.
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+ - Every first email ends with one plain sentence that lets the prospect opt out, such
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+ as "If this is not for you, reply and I will not write again." Say so in the first
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+ email step's `instructions`. A prospect who opts out is suppressed for good.
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+ - Ask the user before a new playbook is used for outreach. Nothing is sent without
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+ their approval.
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+
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+ ## 1. Reuse first
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+
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+ 1. `audienti playbook list` shows one page of summaries: name, latest revision and stage and step
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+ counts. Follow `nextCursor` for more; `--limit N` sets the page size.
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+ Every workspace has three starter playbooks (`system: true`): Email first, LinkedIn
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+ first and Email only. When your reported channels point to one, the list marks it
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+ `recommended: true` and returns a `recommendation` with its `reason`. A confirmed
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+ LinkedIn account gives LinkedIn first: the user registered it as a sender account and
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+ authorized you on it, and your report for it is healthy and includes `send_message`.
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+ Email with LinkedIn not yet confirmed gives Email first; email alone gives Email only.
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+ 2. `audienti playbook show ID` shows the stages, steps, goal and voice.
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+ 3. If one fits the campaign's offer, audience and your channels, use it. Say in one
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+ line why it fits, then go to step 4 (pin it). A starter playbook can be pinned as it
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+ is, but it is read-only: to change it, save its fields as a new playbook (no `id`,
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+ `expectedRevision` 0) with a new name, and revise that copy. Saving a starter
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+ playbook with its `id` fails with 409 `starter_playbook`.
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+
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+ ## 2. Draft a new playbook
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+
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+ Start from the user's offer, the audience and the channels you have. A good default
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+ for founder-led or agent-led outbound has five to six stages:
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+
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+ 1. **Ready** (Agent): the prospect is in the campaign. No steps.
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+ 2. **Warming** (Agent, optional): view the profile, like a recent post. Skip it when
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+ LinkedIn is not available.
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+ 3. **Outreach underway** (Agent): the touches, in order, with waits. For example a
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+ connection request (wait 21 days), a message "Only if connected" (wait 5), a first
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+ email (wait 4). Completes to the **Unresponsive** off-ramp when every step is done
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+ and nobody replied.
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+ 4. **In conversation** (Assignee): the prospect replied. A person drafts or approves
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+ the reply. Completion `stay`.
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+ 5. **Meeting requested** (Assignee).
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+ 6. **Meeting booked** (Assignee, goal, `goalDays` 0).
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+
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+ Write `instructions` on each step as coaching for whoever does it: what to say, what
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+ evidence to lead with, what to avoid. Write `voice` as two or three sentences in the
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+ user's style. See [fields and an example request](references/fields.md) for every
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+ field and the rules Audienti checks.
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+
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+ ## 3. Save it
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+
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+ 1. Write the request to a file: `expectedRevision` 0 and no `id` for a new playbook;
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+ the playbook's `id` and its current revision number to revise one. Use a fresh
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+ `requestId` (a UUID) and fresh UUIDs for every stage, step and off-ramp `key`.
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+ Keep the same keys when you revise, so progress already recorded stays on its stage.
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+ 2. `audienti playbook save --file REQUEST.json`. Over MCP use `playbook_save`.
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+ 3. If the save fails, read the error: `field` is the path of the wrong value, `allowed` the
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+ values that work and `next` what to do. Fix that field and retry with the same
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+ `requestId`. Run `audienti playbook actions` for the step action ids, channels and event
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+ names. If `next` says to ask your user (for example to turn on Allow workspace changes),
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+ ask with `audienti ask` and carry on with what you can. If it reports a revision conflict, the error gives `currentRevision`: run
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+ `playbook show ID`, apply your change to that revision and save with that `expectedRevision`.
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+
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+ ## 4. Ask the user and pin it
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+
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+ 1. Ask in Audienti, not in chat: `audienti ask "Use this playbook for CAMPAIGN?"
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+ --context "SUMMARY" --option "Use it" --option "Change it"`. Put the stages, the
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+ touches with their waits, the goal and the voice in the context as a short list.
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+ 2. When they answer, apply their changes as a new revision.
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+ 3. Pin it to the campaign with `playbookPin` `{ "id": PLAYBOOK_ID, "revision": N }`:
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+ in `audienti campaign create` for a new campaign, or in the campaign's draft update
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+ for a draft. An active campaign keeps its pin; to try a new playbook, make a
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+ successor (below).
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+
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+ ## New ideas
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+
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+ When you or the user have a new idea for how to reach people:
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+
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+ 1. Write the idea as one change: "Lead with email instead of a connection request",
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+ "Add a phone step after the second email", "Offer a teardown, not a demo".
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+ 2. If it is a correction, save a new revision of the same playbook.
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+ 3. If it is a different strategy, save a new playbook named for the idea.
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+ 4. Test it with `audienti campaign successor ID` that changes only the playbook, so
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+ the old and new campaigns can be compared. Name what changed in the campaign notes.
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+ 5. Ask the user before the successor starts.
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+
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+ ## Record progress and ask for review
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+
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+ Read the playbook before doing work for a campaign pinned to it: `audienti playbook
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+ show PLAYBOOK_ID`. Stage plays are instructions for you, the external agent; they are
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+ not a hosted sequence that runs by itself.
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+
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+ - Progress: `audienti playbook record --file PATH` with exactly one of `stageKey`,
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+ `offRampKey` or `finishStage: true`, the participation's pinned playbook version and
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+ its current expected progress version, and stored evidence. Do not invent outcomes.
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+ `audienti playbook` prints the command usage; the API schema has the required fields.
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+ - Human review: `audienti playbook suggest --file PATH`. The user approves or dismisses
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+ it in **Operator → Queue**. A suggestion does not move a stage, and agents cannot
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+ approve one. A stay completion records work without moving the stage.
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+ `audienti playbook suggestions` lists the suggestions you can see.
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+ - None of these commands sends a message to a provider.
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+
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+ ## Done
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+
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+ Close your queue task with a note that names the playbook, its revision and the
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+ campaign it is pinned to: `audienti queue done TASK --note "Saved Founder-led outbound
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+ r1, pinned to Logistics UK test"`.
@@ -0,0 +1,146 @@
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+ # Playbook fields
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+
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+ `audienti playbook save --file REQUEST.json` accepts one object:
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+
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+ | Field | Rule |
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+ | --- | --- |
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+ | `id` | Omit for a new playbook. The playbook ID to revise one. |
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+ | `expectedRevision` | 0 for a new playbook, otherwise the latest revision number. |
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+ | `requestId` | A fresh UUID. Reuse it only when you retry the same save. |
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+ | `fields` | The playbook itself, below. |
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+
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+ ## fields
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+
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+ | Field | Rule |
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+ | --- | --- |
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+ | `name` | 1 to 120 characters. Name the strategy, not the campaign. |
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+ | `stages` | 2 to 30 stages, in order. Leave it out for the default skeleton (see Defaults). |
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+ | `goalKey` | The `key` of the goal stage. Not the first stage. Left out, it is the last stage (with `stages` left out too, the skeleton's last stage). |
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+ | `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. |
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+ | `voice` | How messages should sound, in the user's style. |
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+ | `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. |
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+ | `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. |
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+
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+ ## Defaults
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+
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+ When you change a playbook you already have, a part you leave out (`stages`, `goalKey`, `offRamps`, `voice`) stays as it is. For a new playbook, leave a field out and the server fills the best-practice value, the same on the CLI, MCP, REST and in the editor. What you write is kept, even a weak choice; the Playbook check warns about those.
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+
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+ | Left out | Value |
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+ | --- | --- |
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+ | `stages` | Ready, Outreach underway (no steps; people who finish it leave as Unresponsive), In conversation (worked by a person) and Meeting booked as the goal. `playbook save` with only a `name` makes this. |
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+ | `offRamps` | Unresponsive, Not interested and Not a fit. |
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+ | an off-ramp `reason` | Guessed from the name (Not interested is `rejected`, Not a fit is `not_fit`, Unresponsive is `unresponsive`), else `other`. |
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+ | `voice` | One plain, short sentence. A blank voice gets it too. |
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+ | a stage `goalDays` | The waits of its main steps plus 2 days, at least 3. The goal stage gets 0. |
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+ | a stage `completion` | A stage with steps that an agent works, other than the goal, closes people out as Unresponsive. Other stages stay. |
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+ | a step `condition` | `Only if connected` for a LinkedIn message, else `Always`. |
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+ | a step `instructions` | One coaching sentence for the kind of action. |
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+ | a main step `wait` | Only for a step that is new in this save. A step that sends waits 3 days for a reply; a connection request waits 7 days for the accept; a step that sends nothing has no wait. A step the playbook already has keeps what it has, and `"wait": null` means no wait. |
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+
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+ ## The Playbook check
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+
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+ Every read and save of a playbook returns `warnings`, a deterministic check that needs no agent. An item
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+ is `{ id, level, message, stageKey, stepKey, fix }`. A save is refused with `playbook_cannot_work` (422,
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+ the list in `errors`) when `offRamps` is empty or a stage has `on: []` and nothing sends people to it.
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+ The other items are warnings; read them after each save and clear them:
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+
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+ | Item `id` | Meaning and default fix |
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+ | --- | --- |
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+ | `stage_never_ends` | A stage with steps and `completion` `stay`. Use `off_ramp` with the Unresponsive off-ramp. |
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+ | `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`. |
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+ | `send_without_wait` | A send step with no `wait`, followed by another send on the same channel. Add a wait. |
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+ | `goal_shorter_than_waits` | `goalDays` is below the waits added up. Use the waits plus 2 days. |
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+ | `send_in_person_stage` | A send step in the goal stage or an `Assignee` stage writes to someone who already answered. Remove it. |
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+ | `steps_after_break_up` | A step after the break-up email. Put it before the break-up step. |
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+ | `message_without_connection` | A LinkedIn message with condition `Always` and no connection request before it. Use `Only if connected`. |
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+ | `stages_loop` | Routes or rules send people between stages in a circle. |
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+
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+ ## Stage
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+
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+ | Field | Rule |
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+ | --- | --- |
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+ | `key` | A UUID, unique in the playbook. Keep it across revisions. |
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+ | `name` | Unique in the playbook. |
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+ | `movesInWhen` | What moves a prospect into this stage, for example "They replied". Shown to people; `on` decides. |
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+ | `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. |
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+ | `owner` | `Agent` or `Assignee` (the person assigned to the prospect). |
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+ | `goalDays` | 0 to 365. The days after which a prospect in this stage is overdue (the pipeline card turns orange). 0 means never overdue. |
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+ | `enabled` | Defaults to true. `false` skips the stage: no one is moved into it. The first stage and the goal stage cannot be skipped. |
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+ | `steps` | Up to 20 steps. |
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+ | `completion` | `{ "kind": "next" }`, `{ "kind": "stay" }` or `{ "kind": "off_ramp", "offRampKey": KEY }`. The last enabled stage cannot use `next`. |
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+
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+ ## Step
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+
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+ | Field | Rule |
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+ | --- | --- |
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+ | `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. |
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+ | `channel` | `LinkedIn`, `Email` or `Custom`. A `Custom` step is something you cannot do, for example a phone call, a voicemail, a handwritten note, a video or a gift. You prepare the script, note or choice, and a person does it by hand and records what happened on the Hand tasks page. A Custom step is never a side step and sends nothing. |
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+ | `action` | A short label, for example "Send connection request". |
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+ | `condition` | `Always`, `Only if viable` or `Only if connected`. `Only if connected` is checked: a person who was sent a connection request and has not accepted is skipped for the step; a person with no request on record is not blocked, because they may already be connected. A stage that opens on `accept` gates the same way. Left out, a LinkedIn message gets `Only if connected` and everything else `Always`. |
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+ | `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. |
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+ | `instructions` | Coaching for whoever does the step. |
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+ | `wait` | Optional: `{ "until": U, "days": N }`. `until` is `accept` (LinkedIn steps only), `reply`, `meeting`, `timeout` or `event` (Custom steps only); `days` is 1 to 60. An `event` wait also needs `"event": "Gift delivered"` (the name of what the person records); the person records it on the Hand tasks page and that ends the wait, and so does a reply, a booked meeting or the days running out. 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 }`. |
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+ | `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. |
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+ | `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. |
85
+ | `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`. |
86
+ | `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. |
87
+ | `eventRules` | Optional, up to 10: event rules for this step only. See Event rules. |
88
+
89
+ ## Event rules
90
+
91
+ 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.
92
+
93
+ | Field | Rule |
94
+ | --- | --- |
95
+ | `key` | A UUID, unique in the playbook. |
96
+ | `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`. |
97
+ | `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`. |
98
+ | `snoozeDays` | 1 to 90. For `snooze`. |
99
+ | `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 }`. |
100
+
101
+ Every new playbook starts with these three on the playbook, when you send no `eventRules`:
102
+
103
+ - `reply.interested`: `stop_wait`, then `gate`.
104
+ - `reply.out_of_office`: `snooze` for 7 days, then `stay`.
105
+ - `reply.wrong_person`: `stop_wait`, `redirect_to_named_person`, `ask_who_is_right`, then `stay`.
106
+
107
+ Taking someone off the list and a bounce always run first; no rule changes them.
108
+
109
+ 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.
110
+
111
+ ## Example request
112
+
113
+ Replace every `<uuid>` with a fresh UUID (`uuidgen` or `node -e "console.log(crypto.randomUUID())"`).
114
+ Use the same UUID wherever the same placeholder letter appears.
115
+
116
+ ```json
117
+ {
118
+ "expectedRevision": 0,
119
+ "requestId": "<uuid>",
120
+ "fields": {
121
+ "name": "Founder-led outbound",
122
+ "stages": [
123
+ { "key": "<A>", "name": "Ready", "owner": "Agent", "goalDays": 3, "steps": [], "completion": { "kind": "next" } },
124
+ { "key": "<B>", "name": "Warming", "owner": "Agent", "goalDays": 7, "steps": [
125
+ { "key": "<uuid>", "channel": "LinkedIn", "action": "View profile", "condition": "Always", "instructions": "Read their recent activity for a signal to mention." },
126
+ { "key": "<uuid>", "channel": "LinkedIn", "action": "Like a recent post", "condition": "Always", "instructions": "Only a post about their work.", "wait": { "until": "timeout", "days": 3 } }
127
+ ], "completion": { "kind": "next" } },
128
+ { "key": "<C>", "name": "Outreach underway", "owner": "Agent", "goalDays": 35, "steps": [
129
+ { "key": "<uuid>", "channel": "LinkedIn", "action": "Send connection request", "condition": "Always", "instructions": "No note, or one line on their signal.", "wait": { "until": "accept", "days": 21 } },
130
+ { "key": "<uuid>", "channel": "LinkedIn", "action": "View profile", "condition": "Always", "instructions": "A light touch while the request waits.", "side": true },
131
+ { "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 } },
132
+ { "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" }
133
+ ], "completion": { "kind": "off_ramp", "offRampKey": "<R>" } },
134
+ { "key": "<D>", "name": "In conversation", "movesInWhen": "They replied", "on": ["reply"], "owner": "Assignee", "goalDays": 3, "steps": [
135
+ { "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 } }
136
+ ], "completion": { "kind": "stay" } },
137
+ { "key": "<E>", "name": "Meeting requested", "owner": "Assignee", "goalDays": 3, "steps": [], "completion": { "kind": "next" } },
138
+ { "key": "<F>", "name": "Meeting booked", "on": ["meeting"], "owner": "Assignee", "goalDays": 0, "steps": [], "completion": { "kind": "stay" } }
139
+ ],
140
+ "goalKey": "<F>",
141
+ "offRamps": [{ "key": "<R>", "name": "Unresponsive", "reason": "unresponsive" }],
142
+ "voice": "Write like a founder. Lead with their signal, offer something useful, and ask one short question.",
143
+ "rules": { "allowBackward": false }
144
+ }
145
+ }
146
+ ```
@@ -1,59 +1,106 @@
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+ "cli/work-execution.mjs": "4b74923417eaa70dee0ba8806b64d0acf7c884fb77b76d5e86d567cf92e51b01",
45
80
  "cli/work-feedback-operations.mjs": "a998f2b2dbe38ceb2bad74f7fa61c31f87f842755449248b7eb0c04185c0ee3d",
46
81
  "cli/work-feedback.mjs": "f3b77ecfd7ea1aba9c9f03c9d894137547e9c5575d9daa359ed94505ad025852",
47
- "cli/work-operations.mjs": "f6544b69b424f839919e2c6c336b70a7be3aa0d147b18bc25479ca7a634117a5",
48
- "cli/work.mjs": "b029727fb2a9e931e9e077d04e1976bfedc496e2ffcd74ccfa6490d109b5f139",
49
- "cli/workspaces.mjs": "58e28acf3f5f82bbee35ea03478ec948390c908c6714330ace90118d552249cd",
50
- "package.json": "a4d48a4c8704437707e7991b07af0f81296140bff1d50e662607c857a4ae7f50",
51
- "skills/audienti/SKILL.md": "f6f8b3d74979c0e2e214d17a7fc77dcb93e957c37304d76791ddab88a6187914",
52
- "skills/audienti/references/helpers.md": "b1eda3787dc0b10746c1272ada2689bfc29f014c2ea432d94733a8205a7d8dc3",
53
- "skills/audienti/references/profile-workflows.md": "c44fcc0ce9142281aa309c3f0e771883a084100c86fbdd06561a3dc16e58c6db",
82
+ "cli/work-operations.mjs": "8b3a84ca15e8e4ad79ef92ced4c5adaffd5129f630e3bfc2c74a844a90867600",
83
+ "cli/work.mjs": "751107ecc3de5a6be9db4a068cddc41f3ad8e77c87e59686eaf522862caf9e9f",
84
+ "cli/workspaces.mjs": "8144874c7c0a224efc33190dccffffdecebad82f52b6a98c4e4d0f7dfa601f90",
85
+ "package.json": "f42afbf827ff5fac9e8f29085a51f15cae2045f603bc87e1f4e8b24eec96bf8b",
86
+ "skills/agent-rooms/SKILL.md": "08f917ff85fee1d23499a4499056ce845b39ce6727029b104819dad41ee87cc2",
87
+ "skills/agent-rooms/references/commands.md": "ef5afa5543ca9da967a147f638774647998ea1c1a2a821959f3bf87d54c292bd",
88
+ "skills/audienti/SKILL.md": "8f2124065bfc3a005b44e194e7dcce9bbf14062ab332e7db66d441eeccb518ed",
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+ "skills/audienti/references/helpers.md": "e27aff0aa07b92f575d617612ed3def824765bac6ce1304cf227a4aca223369a",
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+ "skills/audienti/references/profile-workflows.md": "80669b75eb5e8aeb614ce55ac046236d671af0de3ddd238853324579d5a3b251",
54
91
  "skills/audienti/references/workflow-receipt.md": "349f9a85472832b8bdc6a5d16c5b10b8e32d48d3e81523ad8d42f9a03b3655ff",
55
- "skills/audienti/scripts/contracts.mjs": "214aecaf3eec080196233e4e0fcf1e8cb07c5b30350aed70c3fec9db9f8e1f32",
92
+ "skills/audienti/scripts/contracts.mjs": "900428e067b7f8dae544012387bc3752f7b0d27777a80cd16ec0985848983f70",
56
93
  "skills/audienti/scripts/profile-helpers.mjs": "7f62afdefd8e1b1bfec95f1ca6f48cfc4e204d1bff35f805261c45c6d5fcb46a",
57
- "skills/audienti/scripts/run.mjs": "652094ff8b642d13f5e0bb30756bb49464c051511c37f202249fde917b319208"
94
+ "skills/audienti/scripts/run.mjs": "652094ff8b642d13f5e0bb30756bb49464c051511c37f202249fde917b319208",
95
+ "skills/getting-started/SKILL.md": "902fffe321a91acd2dc3583a372801df6952c7e974179198ce688b62ca8b8f21",
96
+ "skills/getting-started/references/audience.md": "6a2c061be5e299b3cbbd236578693ae5084d216425c500d3639a4d1fcb86ccb7",
97
+ "skills/getting-started/references/campaign-draft.md": "c2cbeb7de95734889698a5cd852268b9bed69e56f661153bb7ada237241a1a6b",
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+ "skills/getting-started/references/capabilities.md": "982e3583a47ba4ac832efae2f6af3a4d8c0c18cace159c76b2a4ad1a8d8e910e",
99
+ "skills/getting-started/references/mailbox-check.md": "113574bb5a573125620dcde4e65ebf44164f7b0727cc936fb41234f5d57bba73",
100
+ "skills/getting-started/references/outcome-checks.md": "094d09d231b38d4935aa9eb8ac089e46ba8e698489852fa97040e6b5eac77a9b",
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+ "skills/getting-started/references/replies.md": "865c97bea9c4bbecc2aba15be933356d11c37f3239be2cd436442230b5e0501e",
102
+ "skills/getting-started/references/reply-checks.md": "85fe692ad6b7bc73e204de313b27d225be3da1a0af71e8e7bb9945ae511a0dc3",
103
+ "skills/playbook-design/SKILL.md": "86d77069a73d5c21c43623d2faa84a3957cfb1f30f7fae45f239b32e249f892a",
104
+ "skills/playbook-design/references/fields.md": "41b20ab4a82501def62f8138fc218f48180a46c37fcf68d47f6a5802c5a747bf"
58
105
  }
59
106
  }
@@ -1,12 +0,0 @@
1
- import {z} from 'zod';
2
- const uuid=z.string().uuid(),scope={workspaceId:uuid.optional()},stage=z.object({key:uuid,name:z.string().trim().min(1).max(120)}).strict();
3
- const fields=z.object({name:z.string().trim().min(1).max(120),stages:z.array(stage).min(2).max(30),goalKey:uuid,offRamps:z.array(stage.extend({reason:z.enum(['rejected','not_fit','nurture','unresponsive','other'])})).max(30)}).strict();
4
- const base=a=>`/workspaces/${a.workspaceId}`,query=(a,skip=[])=>new URLSearchParams(Object.entries(a).filter(([k,v])=>k!=='workspaceId'&&!skip.includes(k)&&v!==undefined).map(([k,v])=>[k,String(v)]));
5
- export const approachOperations={
6
- approach_list:{schema:z.object({...scope,cursor:uuid.optional(),limit:z.number().int().min(1).max(100).optional()}).strict(),method:'GET',path:a=>`${base(a)}/approaches?${query(a)}`,scoped:true,description:'List immutable versioned approaches in the current workspace. Free CRM read.'},
7
- approach_get:{schema:z.object({...scope,id:uuid,revision:z.number().int().positive().optional()}).strict(),method:'GET',path:a=>`${base(a)}/approaches/${a.id}?${query(a,['id'])}`,scoped:true,description:'Read an approach version: stable stage keys, goal and terminal off-ramps.'},
8
- approach_save:{schema:z.object({...scope,id:uuid.optional(),requestId:uuid,expectedRevision:z.number().int().nonnegative(),fields}).strict(),method:'POST',path:a=>`${base(a)}/approaches`,body:({workspaceId,...a})=>a,scoped:true,description:'Create or revise an approach with optimistic version and idempotent request. Does not change existing experiment or participation pins.'},
9
- approach_progress_get:{schema:z.object({...scope,participationId:uuid}).strict(),method:'GET',path:a=>`${base(a)}/participations/${a.participationId}/progress`,scoped:true,description:'Read the participation’s admitted approach pin and recorded stage/outcome history.'},
10
- approach_progress_record:{schema:z.object({...scope,participationId:uuid,expectedVersion:z.number().int().nonnegative(),requestId:uuid,stageKey:uuid.optional(),offRampKey:uuid.optional(),reason:z.string().trim().min(1).max(2000),evidence:z.array(z.object({kind:z.enum(['observation','conversation']),id:uuid}).strict()).max(20)}).strict(),method:'POST',path:a=>`${base(a)}/participations/${a.participationId}/progress`,body:({workspaceId,participationId,...a})=>a,scoped:true,description:'Record one forward stage or terminal off-ramp using stored evidence for this person. Assigned owner/Admin only. Goal ends prospecting; post-goal forward reporting never reactivates. No send or provider call.'},
11
- workspace_analytics_get:{schema:z.object({...scope,experimentId:uuid.optional(),pinId:uuid.optional(),from:z.string().datetime(),to:z.string().datetime()}).strict(),method:'GET',path:a=>`${base(a)}/analytics?${query(a)}`,scoped:true,description:'Read UTC-period distinct outcomes and explicit stage events. Missing activity or cost attribution is not tracked, never fabricated zero. Maximum 366 days; narrow large scopes.'}
12
- };
@@ -1,25 +0,0 @@
1
- import {z} from 'zod';
2
- const uuid=z.string().uuid(),workspace={workspaceId:uuid.optional()},locator={...workspace,experimentId:uuid};
3
- const state=z.enum(['Preparing','Active','Paused','Closing','Archived']);
4
- const signalBase={id:uuid,scope:z.enum(['company','person']),details:z.string().optional()};
5
- const signal=z.discriminatedUnion('kind',[
6
- z.object({...signalBase,kind:z.literal('research'),question:z.string(),expected:z.boolean().optional()}).strict(),
7
- z.object({...signalBase,kind:z.literal('topic'),topic:z.string()}).strict(),
8
- z.object({...signalBase,kind:z.literal('profile'),url:z.string(),track:z.enum(['audience','activity']).optional(),interactions:z.array(z.enum(['comments','reactions'])).optional()}).strict(),
9
- ]);
10
- const fields=z.object({name:z.string(),audienceId:uuid,audienceRevision:z.number().int(),offerId:uuid,offerRevision:z.number().int(),premise:z.string(),approach:z.string().optional(),approachPin:z.object({id:uuid,revision:z.number().int().positive()}).strict().optional(),notes:z.string().optional(),ownerUserId:uuid.nullable().optional(),tags:z.array(z.string()).optional(),signalMatch:z.enum(['any','all']).optional(),signals:z.array(signal).optional(),targets:z.discriminatedUnion('kind',[
11
- z.object({kind:z.literal('none'),values:z.array(z.never())}).strict(),
12
- z.object({kind:z.literal('companies'),values:z.array(z.object({type:z.enum(['domain','linkedin-company']),value:z.string()}).strict())}).strict(),
13
- z.object({kind:z.literal('people'),values:z.array(z.object({type:z.literal('linkedin-person'),value:z.string()}).strict())}).strict(),
14
- ]).optional(),channels:z.array(z.enum(['email','linkedin'])).optional(),approvalMode:z.literal('manual').optional(),contentOpsEnabled:z.boolean().optional(),schedule:z.object({startAt:z.string().nullable().optional(),endAt:z.string().nullable().optional(),maxCompanies:z.number().int().nullable().optional()}).strict().optional()}).strict();
15
- const path=a=>`/workspaces/${a.workspaceId}/experiments`,detail=a=>path(a)+`/${a.experimentId}`;
16
- const qs=a=>new URLSearchParams(Object.fromEntries(Object.entries(a).filter(([k,v])=>!['workspaceId','experimentId'].includes(k)&&v!==undefined).map(([k,v])=>[k,String(v)])));
17
- export const experimentOperations={
18
- experiment_list:{schema:z.object({...workspace,state:state.optional(),archived:z.boolean().optional(),q:z.string().optional(),limit:z.number().int().optional(),after:uuid.optional()}).strict(),method:'GET',path:a=>path(a)+'?'+qs(a),scoped:true},
19
- experiment_get:{schema:z.object({...locator,revision:z.number().int().optional()}).strict(),method:'GET',path:a=>detail(a)+'?'+qs(a),scoped:true},
20
- experiment_events:{schema:z.object({...locator,limit:z.number().int().optional(),after:uuid.optional()}).strict(),method:'GET',path:a=>detail(a)+'/events?'+qs(a),scoped:true},
21
- experiment_create:{schema:z.object({...workspace,requestId:uuid,fields}).strict(),method:'POST',path,body:a=>({requestId:a.requestId,fields:a.fields}),scoped:true},
22
- experiment_update:{schema:z.object({...locator,expectedRevision:z.number().int(),fields}).strict(),method:'POST',path:a=>detail(a)+'/revisions',body:a=>({expectedRevision:a.expectedRevision,fields:a.fields}),scoped:true},
23
- experiment_transition:{schema:z.object({...locator,expectedState:state,operation:z.enum(['activate','pause','resume','close','archive','restore']),reason:z.string().optional()}).strict(),method:'POST',path:a=>detail(a)+'/transitions',body:a=>({expectedState:a.expectedState,operation:a.operation,...(a.reason===undefined?{}:{reason:a.reason})}),scoped:true},
24
- experiment_successor:{schema:z.object({...locator,requestId:uuid,expectedRevision:z.number().int(),fields}).strict(),method:'POST',path:a=>detail(a)+'/successors',body:a=>({requestId:a.requestId,expectedRevision:a.expectedRevision,fields:a.fields}),scoped:true},
25
- };
@@ -1,26 +0,0 @@
1
- import {callWorkspace,configuration} from './workspaces.mjs';
2
- import {readJsonFile} from './json-file.mjs';
3
- export async function experimentCli(args){
4
- const position=[],flags={};for(let i=0;i<args.length;i++){
5
- if(!args[i].startsWith('--')){position.push(args[i]);continue}
6
- const key=args[i].slice(2);if(!['profile','workspace','file','request-id','expected-revision','revision','archived','limit','after','q','state','operation','expected-state','reason'].includes(key)||!args[i+1]||args[i+1].startsWith('--')||Object.hasOwn(flags,key))throw new Error('Unknown or incomplete experiment option.');
7
- flags[key]=args[++i];
8
- }
9
- const command=position[1],name={list:'experiment_list',show:'experiment_get',create:'experiment_create',update:'experiment_update',transition:'experiment_transition',successor:'experiment_successor',events:'experiment_events'}[command];
10
- if(!name||position.length!==(['list','create'].includes(command)?2:3))throw new Error('Use experiment list|show ID|create|update ID|transition ID|successor ID|events ID.');
11
- const input={workspaceId:flags.workspace};
12
- if(position[2])input.experimentId=position[2];
13
- if(['list','events'].includes(command)){
14
- if(flags.archived!==undefined&&!['true','false'].includes(flags.archived))throw new Error('Archived must be true or false.');
15
- if(flags.archived!==undefined)input.archived=flags.archived==='true';
16
- if(flags.limit!==undefined)input.limit=Number(flags.limit);
17
- if(flags.after)input.after=flags.after;
18
- if(flags.q!==undefined)input.q=flags.q;if(flags.state!==undefined)input.state=flags.state;
19
- }
20
- if(command==='show'&&flags.revision!==undefined)input.revision=Number(flags.revision);
21
- if(['create','update','successor'].includes(command)){if(!flags.file)throw new Error('Supply --file PATH containing Experiment fields.');input.fields=readJsonFile(flags.file,65536,'Experiment file');}
22
- if(['create','successor'].includes(command))input.requestId=flags['request-id'];
23
- if(['update','successor'].includes(command))input.expectedRevision=Number(flags['expected-revision']);
24
- if(command==='transition'){input.operation=flags.operation;input.expectedState=flags['expected-state'];if(flags.reason!==undefined)input.reason=flags.reason;}
25
- console.log(JSON.stringify(await callWorkspace(name,input,configuration(flags.profile))));
26
- }