@audienti/cli 0.2.0-exora.10 → 0.2.0-exora.12

package/cli/agents.mjs

@@ -154,7 +154,14 @@ export function capabilityText(data) {
  return [
   `Works now${data?.stale ? ' (report is over seven days old; report again)' : ''}:`, ...(own.length ? own.map(line) : ['  nothing reported yet: audienti agent capabilities report --file CAPABILITIES.json']),
   'Works with Audienti tools:', ...(hosted.length ? hosted.map(line) : [data?.workspaceId ? '  none: the workspace has no credits or the user has not approved these groups' : '  pick a workspace to see them: --workspace ID']),
+  ...managedText(data?.managedAccounts),
  ].join('\n');
 }
 
+/** #444: what each LinkedIn account connected through Audienti may do. Off means the agent may not do it, which is not a missing tool. */
+function managedText(accounts) {
+ if (!Array.isArray(accounts) || !accounts.length) return [];
+ return ['Accounts connected through Audienti (what each action is set to):', ...accounts.flatMap(account => [`  ${account.name ?? account.accountRef}`, ...(account.modes ?? []).map(mode => `    ${mode.label}: ${mode.modeName} (${mode.meaning})`)]), '  Off means the agent may not do it. Do not look for a tool for it.'];
+}
+
 function readCapabilityFile(path) {return readJsonFile(path,32768,'Capability file');}

package/cli/audienti.mjs

@@ -51,9 +51,12 @@ Audiences: audience options --kind industries|locations|sizes|types|seniorities|
            audience summary [--audience ID]|people ID|companies ID
            audience test ID --url LINKEDIN_URL --request-id UUID  (spends hosted credits unless the profile is saved)
 Files: file upload PATH --type MIME|list|prepare|register|download|delete ID (personal files, human token only)
+Hand tasks: hand-tasks [list [--state open|ready|done|skipped]]|show ID|done ID --outcome TEXT [--notes TEXT] [--result replied|meeting_booked]|skip ID --reason TEXT|event ID [--name TEXT]  (a person does a Custom step by hand and records what happened)
 Queue: audienti queue [list]|next|claim ID [--note TEXT]|done ID [--note TEXT]|skip ID --note TEXT|release ID [--workspace ID]  (start here after you connect; without --workspace an agent reads every workspace its user approved it in; done or skip again with a new --note corrects the note of a finished task)
 Attachments: audienti attachments upload FILE [--duration SECONDS]  (store an image or voice note, get its id for content.attachments)
 Outcome checks: audienti outcomes report TASK_ID --file RESULTS.json  (results for the people an outcomes.check task lists)
+Saved posts: audienti posts list [--topic-id ID]|get ID  (savedByOperationId names the tool run that saved a post; read it with audienti tools runs get ID)
+Saved topics: audienti topics list|get ID|create --input FILE --request-id UUID
 Questions: audienti ask "QUESTION" [--context TEXT] [--option TEXT]... [--campaign ID] [--task ID]  (questions for your user go to Operator, not chat)
            audienti questions [list] [--state open|answered|withdrawn|all] | show ID | withdraw ID | answer ID --answer TEXT
 Rooms: audienti rooms directory|inbox|ack|send|thread|threads|create|list|read|retire|restore|redact|resume|pause|profile|hook|watch|wait (audienti rooms help)
@@ -77,6 +80,7 @@ Discovery: prospects list|get ID|timeline ID [--limit N]|observation create|cita
            budgets alerts --workspace ID [--limit N]
            usage breakdown [--workspace ID] [--since month|7d|30d|90d] [--by tool|provider|model|caller|day] [--format json|csv]
            workspace usage summary|callers|calls [--after ID] [--caller user:ID|agent:ID|key:ID] [--status all|succeeded|failed|pending]|call ID [--workspace ID]  (paid tool use, last 30 days, and single calls)
+           intent list [--workspace ID]  (the closed set of message labels: name, direction, event, channels, typed detail; output is JSON)
            audit list [--workspace ID] [--since 7d] [--actor agent|person] [--category NAME] [--format json|csv]
            budgets set --workspace ID [--agent ID --cap N|none] [--new-agent-cap N|none] [--at-limit pause|ask] [--alert80 on|off]  (alert80 covers Operator and email at 80%)
 Qualification: campaigns qualification submit --file INPUT.json
@@ -139,6 +143,7 @@ async function main() {
   if(args[0]==='prospects'&&args[1]==='replies'){const {accountRepliesCli}=await import('./account-replies.mjs');await accountRepliesCli(args);return;}
   if(args[0]==='prospects'&&args[1]==='contacts'){const {recipientsCli}=await import('./recipients.mjs');await recipientsCli(args);return;}
   if(args[0]==='usage'){const {usageCli}=await import('./usage.mjs');await usageCli(args);return;}
+  if(args[0]==='intent'){const {intentCli}=await import('./intent.mjs');await intentCli(args);return;}
   if(args[0]==='audit'){const {auditCli}=await import('./audit.mjs');await auditCli(args);return;}
   if(args[0]==='secret'||args[0]==='secrets'){const {secretsCli}=await import('./secrets.mjs');await secretsCli(args);return;}
   if(args[0]==='budgets'){const {budgetsCli}=await import('./budgets.mjs');await budgetsCli(args);return;}
@@ -159,6 +164,7 @@ async function main() {
   if(args[0]==='file'){const {fileCli}=await import('./files.mjs');await fileCli(args);return;}
   if(args[0]==='ask'){const {askCli}=await import('./questions.mjs');await askCli(args);return;}
   if(args[0]==='questions'){const {questionsCli}=await import('./questions.mjs');await questionsCli(args);return;}
+  if(args[0]==='hand-tasks'){const {handTasksCli}=await import('./hand-tasks.mjs');await handTasksCli(args);return;}
   if(args[0]==='queue'){const {queueCli}=await import('./queue.mjs');await queueCli(args);return;}
   if(args[0]==='attachments'){const {attachmentsCli}=await import('./attachments.mjs');await attachmentsCli(args);return;}
   if(args[0]==='outcomes'){const {outcomesCli}=await import('./outcomes.mjs');await outcomesCli(args);return;}

package/cli/audit-operations.mjs

@@ -5,13 +5,13 @@ export const auditOperations = {
   schema: z.object({
    workspaceId: z.string().uuid().optional(),
    actor: z.enum(['person', 'agent']).optional(),
-   category: z.enum(['guardrails', 'budgets', 'approvals', 'suppression', 'members', 'agents']).optional(),
+   category: z.enum(['guardrails', 'budgets', 'approvals', 'suppression', 'members', 'agents', 'replies', 'billing', 'playbooks']).optional(),
    since: z.string().datetime().optional(),
    until: z.string().datetime().optional(),
    cursor: z.string().max(500).optional(),
    limit: z.number().int().min(1).max(200).optional(),
   }).strict(),
   method: 'GET', path: a => `/workspaces/${a.workspaceId}/audit-events?${query(a)}`, scoped: true,
-  description: 'List the read-only workspace audit log: who changed guardrails, budgets, approvals, suppression, members and agent access, newest first. Admin only. Page with cursor.',
+  description: 'List the read-only workspace audit log: who changed guardrails, budgets, approvals, suppression, members, agent access and playbooks (who saved which version), newest first. Admin only. Page with cursor.',
  },
 };

package/cli/content.mjs

@@ -10,6 +10,7 @@ const help = `Usage:
 
 Topic input: {"name":"Topic name","slug":"optional-slug","description":"optional"}.
 These commands read saved records or create a topic; they do not call a paid provider.
+Each post names the tool run that last saved it in savedByOperationId; read the run with audienti tools runs get OPERATION_ID.
 Retrieve fresh data with audienti tools posts.fetch|posts.search|posts.comments|posts.reactions|profiles.posts.
 Use audienti tools describe NAME --json for the exact contract.
 All commands accept --profile PATH, --workspace UUID and --json.`;
@@ -21,6 +22,7 @@ export async function contentCli(argv) {
   let args = values.workspace ? { workspaceId: values.workspace } : {};
   if (verb === 'list' && positionals.length === 1) args = { ...args, cursor: values.cursor, ...(kind === 'posts' ? { topicId: values['topic-id'] } : {}) };
   else if (verb === 'get' && positionals.length === 2) args.id = id;
+  else if (verb === 'get') throw new Error(`Name the ${kind === 'posts' ? 'post' : 'topic'} to read: audienti ${kind} get ID.`);
   else if (kind === 'topics' && verb === 'create' && positionals.length === 1) {
     if (!values.input || !values['request-id']) throw new Error('Topic create requires --input FILE and --request-id UUID.');
     args = { ...readJsonFile(values.input, 32768, 'Topic input'), ...args, requestId: values['request-id'] };

package/cli/hand-task-operations.mjs

@@ -0,0 +1,11 @@
+import {z} from 'zod';
+const uuid=z.string().uuid(),scope={workspaceId:uuid.optional()};
+const base=a=>`/workspaces/${a.workspaceId}/hand-tasks`;
+const person='People only: an agent reads hand tasks but cannot do or record one.';
+export const handTaskOperations={
+ hand_task_list:{schema:z.object({...scope,state:z.enum(['open','ready','done','skipped']).optional()}).strict(),method:'GET',path:a=>`${base(a)}${a.state?`?state=${a.state}`:''}`,scoped:true,description:'List the hand tasks of the workspace: Custom steps (a phone call, a gift, a handwritten note, a video) that an agent prepared and a person does by hand. open (the default) is what a person still has to do plus finished tasks whose event is awaited. Each item names the person, the step, the prepared items (script, note text, gift choice), the state and the event the playbook waits for.'},
+ hand_task_get:{schema:z.object({...scope,id:uuid}).strict(),method:'GET',path:a=>`${base(a)}/${a.id}`,scoped:true,description:'Read one hand task with its prepared items, outcome, notes and event.'},
+ hand_task_complete:{schema:z.object({...scope,id:uuid,outcome:z.string().trim().min(1).max(2000).describe('What happened, in a line: spoke for ten minutes, left a voicemail, gift handed over.'),notes:z.string().trim().max(8000).optional().describe('Call notes or anything the next step should know.'),result:z.enum(['replied','meeting_booked']).optional().describe('Set when the person replied or a meeting was booked; the playbook records the usual event.')}).strict(),method:'POST',path:a=>`${base(a)}/${a.id}/complete`,body:({workspaceId,id,...a})=>a,scoped:true,description:`Mark a hand task done and record what happened. The playbook continues: the step counts as run, and a wait for a named event starts. ${person}`},
+ hand_task_skip:{schema:z.object({...scope,id:uuid,reason:z.string().trim().min(1).max(2000)}).strict(),method:'POST',path:a=>`${base(a)}/${a.id}/skip`,body:({workspaceId,id,...a})=>a,scoped:true,description:`Close a hand task without doing it, with the reason. The playbook moves on without waiting. ${person}`},
+ hand_task_event:{schema:z.object({...scope,id:uuid,name:z.string().trim().min(1).max(120).optional(),notes:z.string().trim().max(8000).optional()}).strict(),method:'POST',path:a=>`${base(a)}/${a.id}/event`,body:({workspaceId,id,...a})=>a,scoped:true,description:`Record the event a finished hand task was waiting for, for example that the gift was delivered. It ends only that wait. ${person}`},
+};

package/cli/hand-tasks.mjs

@@ -0,0 +1,18 @@
+import {callWorkspace,configuration} from './workspaces.mjs';
+const help='Use hand-tasks [list [--state open|ready|done|skipped]] | show ID | done ID --outcome TEXT [--notes TEXT] [--result replied|meeting_booked] | skip ID --reason TEXT | event ID [--name TEXT] [--notes TEXT]. Add --workspace ID to pick a workspace.';
+export async function handTasksCli(args){
+ const position=[],flags={};for(let i=1;i<args.length;i++){
+  if(!args[i].startsWith('--')){position.push(args[i]);continue}
+  const key=args[i].slice(2);if(key==='json')continue;if(!['profile','workspace','state','outcome','notes','result','reason','name'].includes(key)||!args[i+1]||args[i+1].startsWith('--')||Object.hasOwn(flags,key))throw new Error(`Unknown or incomplete hand-tasks option. ${help}`);
+  flags[key]=args[++i];
+ }
+ const command=position[0]??'list',id=position[1],config=configuration(flags.profile),workspaceId=flags.workspace;
+ const call=async(name,input)=>console.log(JSON.stringify((await callWorkspace(name,{workspaceId,...input},config)).data));
+ if(command==='list'){if(position.length>1)throw new Error(help);return call('hand_task_list',flags.state?{state:flags.state}:{});}
+ if(!id||position.length!==2)throw new Error(help);
+ if(command==='show')return call('hand_task_get',{id});
+ if(command==='done'){if(!flags.outcome)throw new Error('Say what happened: --outcome TEXT.');return call('hand_task_complete',{id,outcome:flags.outcome,...(flags.notes?{notes:flags.notes}:{}),...(flags.result?{result:flags.result}:{})});}
+ if(command==='skip'){if(!flags.reason)throw new Error('Say why you skip it: --reason TEXT.');return call('hand_task_skip',{id,reason:flags.reason});}
+ if(command==='event')return call('hand_task_event',{id,...(flags.name?{name:flags.name}:{}),...(flags.notes?{notes:flags.notes}:{})});
+ throw new Error(help);
+}

package/cli/intent-operations.mjs

@@ -0,0 +1,8 @@
+import { z } from 'zod';
+export const intentOperations = {
+ intent_labels_list: {
+  schema: z.object({ workspaceId: z.string().uuid().optional() }).strict(),
+  method: 'GET', path: a => `/workspaces/${a.workspaceId}/intent-labels`, scoped: true,
+  description: 'List the closed set of message labels: each name with its direction (inbound or outbound), the event it starts, the channels it fits, the typed detail it needs, whether it is locked or must stand alone, and whether it is only planned. Read it to learn which names exist. Recording a label is not available yet; the next release adds it.',
+ },
+};

package/cli/intent.mjs

@@ -0,0 +1,15 @@
+import { callWorkspace, configuration } from './workspaces.mjs';
+
+export async function intentCli(args) {
+ const flags = {}, positions = [];
+ for (let i = 0; i < args.length; i++) {
+  const arg = args[i];
+  if (arg === '--json') continue;
+  if (!arg.startsWith('--')) { positions.push(arg); continue; }
+  const key = arg.slice(2);
+  if (!['workspace', 'profile'].includes(key) || Object.hasOwn(flags, key) || i + 1 >= args.length) throw Error(`Invalid flag --${key}.`);
+  flags[key] = args[++i];
+ }
+ if (positions.length !== 2 || positions[1] !== 'list') throw Error('Use intent list [--workspace ID].');
+ console.log(JSON.stringify(await callWorkspace('intent_labels_list', { workspaceId: flags.workspace }, configuration(flags.profile))));
+}

package/cli/outcome-operations.mjs

@@ -7,12 +7,14 @@ const result=z.discriminatedUnion('kind',[
  z.object({kind:z.literal('linkedin.invite_closed'),person:uuid,reason:z.enum(['withdrawn','expired']),at:time.optional()}).strict(),
  z.object({kind:z.literal('linkedin.profile_degree'),person:uuid,degree:z.number().int().min(1).max(3),at:time.optional()}).strict(),
  // #413: a steps.run task (a comment, react or withdraw step): the post engaged with, or why the step was skipped.
- z.object({kind:z.literal('linkedin.comment'),person:uuid,postUrl:z.string().url().max(500),at:time.optional()}).strict(),
+ z.object({kind:z.literal('linkedin.comment'),person:uuid,postUrl:z.string().url().max(500),text:z.string().trim().min(1).max(1250).optional(),at:time.optional()}).strict(),
  z.object({kind:z.literal('linkedin.reaction'),person:uuid,postUrl:z.string().url().max(500),reaction:z.enum(['like','celebrate','support','love','insightful','funny']).optional(),at:time.optional()}).strict(),
  z.object({kind:z.literal('linkedin.follow'),person:uuid,at:time.optional()}).strict(),
  z.object({kind:z.literal('linkedin.unfollow'),person:uuid,at:time.optional()}).strict(),
  z.object({kind:z.literal('linkedin.invitation_received'),ref:z.string().trim().min(1).max(300).optional(),profileUrl:z.string().trim().url().max(500).optional(),name:z.string().trim().min(1).max(200).optional(),sentAt:time.optional()}).strict().refine(value=>!!(value.ref??value.profileUrl),{message:'Give the request id (ref) or the profile address (profileUrl).'}),
  z.object({kind:z.literal('linkedin.step_skipped'),person:uuid,reason:z.string().min(1).max(500),at:time.optional()}).strict(),
+ // #443: a handtasks.prepare task (a Custom step): what the agent prepared for the person to use. Each item is a labelled piece, such as a call script.
+ z.object({kind:z.literal('handtask.prepared'),person:uuid,items:z.array(z.object({label:z.string().trim().min(1).max(120),text:z.string().trim().min(1).max(8000)}).strict()).min(1).max(12)}).strict(),
  // #279: a replies.check task (was there a reply to the email).
  z.object({kind:z.literal('email.no_reply'),person:uuid}).strict(),
  z.object({kind:z.literal('email.reply'),person:uuid,evidence:uuid}).strict(),

package/cli/outcomes.mjs

@@ -1,6 +1,6 @@
 import {callWorkspace,configuration} from './workspaces.mjs';
 import {readJsonFile} from './json-file.mjs';
-const help='Use outcomes report TASK_ID --file RESULTS.json [--workspace ID] [--profile PATH]. RESULTS.json is {"results":[{"kind":"linkedin.accept","person":"PERSON_ID","at":"ISO"}]}, or for a mailbox test email {"results":[{"kind":"mailbox.received","code":"CODE","sentTo":"ADDRESS","message":"MESSAGE_ID","receivedAt":"ISO"}]}.';
+const help='Use outcomes report TASK_ID --file RESULTS.json [--workspace ID] [--profile PATH]. RESULTS.json is {"results":[{"kind":"linkedin.accept","person":"PERSON_ID","at":"ISO"}]}, for a comment {"results":[{"kind":"linkedin.comment","person":"PERSON_ID","postUrl":"URL","text":"COMMENT"}]}, or for a mailbox test email {"results":[{"kind":"mailbox.received","code":"CODE","sentTo":"ADDRESS","message":"MESSAGE_ID","receivedAt":"ISO"}]}, or for a Hand task (handtasks.prepare) {"results":[{"kind":"handtask.prepared","person":"PERSON_ID","items":[{"label":"Call script","text":"..."},{"label":"Phone number","text":"..."}]}]}.';
 export async function outcomesCli(args){
  const position=[],flags={};for(let i=1;i<args.length;i++){
   if(!args[i].startsWith('--')){position.push(args[i]);continue}

package/cli/playbook-operations.mjs

@@ -7,25 +7,25 @@ const routeTarget=z.discriminatedUnion('kind',[z.object({kind:z.literal('stage')
 // An event rule (#350 T3): what happens when an event reaches a person. The server checks the event and action ids against the outreach rulebook.
 const eventRule=z.object({key:z.string().uuid(),when:z.string().min(1).max(60).describe('An event id from the outreach rulebook, for example accepted, replied, wait_timeout or reply.out_of_office.'),do:z.array(z.enum(['stop_wait','snooze','redirect_to_named_person','ask_who_is_right','tell_me','hand_to_user','withdraw_pending_request'])).max(7).optional(),snoozeDays:z.number().int().min(1).max(90).optional(),goto:z.discriminatedUnion('kind',[z.object({kind:z.literal('stay')}).strict(),z.object({kind:z.literal('gate')}).strict(),...routeTarget.options]).optional()}).strict();
 const stepRoutes=z.object({accept:routeTarget.optional(),reply:routeTarget.optional(),meeting:routeTarget.optional(),timeout:routeTarget.optional()}).strict().describe("Where an event that reaches the person after this step ran sends them. A route wins over the stage's jump list; an event with no route follows the stage. Going to an earlier stage needs rules.allowBackward.");
-const playbookStepSchema=z.object({key:z.string().uuid(),channel:z.enum(['LinkedIn','Email']),action:label,condition:z.enum(['Always','Only if viable','Only if connected']),viability:text.optional(),instructions:text.optional(),wait:z.object({until:z.enum(['accept','reply','meeting','timeout']),days:z.number().int().min(1).max(60),followUps:z.number().int().min(0).max(10).optional().describe('Meeting waits only: how many follow-ups your agent writes, one after each wait, before the meeting is marked No answer. Default 3.')}).strict().optional(),waitDays:z.number().int().min(1).max(60).optional().describe('Older form of wait: the same as wait {until: timeout, days}.'),side:z.boolean().optional(),onTimeout:z.enum(['next','off_ramp']).optional(),humanize:z.boolean().optional().describe('Email only. Rewrite the email text before approval so it reads as written by a person. On by default; set false to send the text as written.'),actionId:z.string().max(80).optional().describe('An action id from the outreach rulebook, for example linkedin.message.send.'),routes:stepRoutes.optional(),eventRules:z.array(eventRule).max(10).optional()}).strict();
+const playbookStepSchema=z.object({key:z.string().uuid(),channel:z.enum(['LinkedIn','Email','Custom']),action:label,condition:z.enum(['Always','Only if viable','Only if connected']).optional().describe('Left out: Only if connected for a LinkedIn message (it can only reach a connection), Always for everything else. Only if connected skips the step for a person who was asked to connect and has not accepted. Only if viable needs viability.'),viability:text.optional(),instructions:text.optional().describe('What the agent should write or do. Left out, one coaching sentence for the kind of action.'),wait:z.object({until:z.enum(['accept','reply','meeting','timeout','event']),days:z.number().int().min(1).max(60),event:label.optional().describe('Custom steps only, with until event: the name of the event a person records to end the wait, for example Gift delivered.'),followUps:z.number().int().min(0).max(10).optional().describe('Meeting waits only: how many follow-ups your agent writes, one after each wait, before the meeting is marked No answer. Default 3.')}).strict().nullable().optional().describe('How long the step waits and for what. Left out on a new step that sends: a reply wait of 3 days (a connection request waits 7 days for the accept). null means no wait. A step the playbook already has keeps what it has.'),waitDays:z.number().int().min(1).max(60).optional().describe('Older form of wait: the same as wait {until: timeout, days}.'),side:z.boolean().optional(),onTimeout:z.enum(['next','off_ramp']).optional(),humanize:z.boolean().optional().describe('Email only. Rewrite the email text before approval so it reads as written by a person. On by default; set false to send the text as written.'),actionId:z.string().max(80).optional().describe('An action id from the outreach rulebook, for example linkedin.message.send.'),routes:stepRoutes.optional(),eventRules:z.array(eventRule).max(10).optional()}).strict();
 const completion=z.discriminatedUnion('kind',[z.object({kind:z.literal('next')}).strict(),z.object({kind:z.literal('stay')}).strict(),z.object({kind:z.literal('off_ramp'),offRampKey:z.string().uuid()}).strict()]);
-const stageFields=identity.extend({movesInWhen:text.optional(),owner:z.enum(['Agent','Assignee']).optional(),goalDays:z.number().int().min(0).max(365).optional(),enabled:z.boolean().optional().describe('false skips the stage: people are never moved into it. The first stage and the goal stage cannot be skipped.'),steps:z.array(playbookStepSchema).max(20).optional(),completion:completion.optional(),on:z.array(z.enum(['accept','reply','meeting','manual'])).max(4).optional(),eventRules:z.array(eventRule).max(10).optional()});
+const stageFields=identity.extend({movesInWhen:text.optional(),owner:z.enum(['Agent','Assignee']).optional(),goalDays:z.number().int().min(0).max(365).optional().describe('Days a person should take in this stage. Left out: the waits of its steps plus 2 days, at least 3.'),enabled:z.boolean().optional().describe('false skips the stage: people are never moved into it. The first stage and the goal stage cannot be skipped.'),steps:z.array(playbookStepSchema).max(20).optional(),completion:completion.optional().describe('What happens when the last step finishes. Left out: a stage with steps that an agent works, other than the goal, closes people out as Unresponsive; otherwise they stay.'),on:z.array(z.enum(['accept','reply','meeting','manual'])).max(4).optional(),eventRules:z.array(eventRule).max(10).optional()});
 // Settings the product no longer asks for (#457). An older request may still carry them: they are accepted, ignored and left out of the new version.
 // autoMove: conflict 20, approval lives on the account. flagOverdue, emailWindow, nurtureDays: no code read them. optional (stage): use enabled.
 const dropKeys=keys=>value=>{if(!value||typeof value!=='object'||Array.isArray(value)||!keys.some(key=>key in value))return value;return Object.fromEntries(Object.entries(value).filter(([key])=>!keys.includes(key)));};
 const stage=z.preprocess(dropKeys(['optional']),stageFields);
 const playbookRulesSchema=z.preprocess(dropKeys(['autoMove','flagOverdue','emailWindow','nurtureDays']),z.object({allowBackward:z.boolean().optional().describe('Let a move go to an earlier stage, for example when a meeting is cancelled. Default false.')}).strict());
-const playbookFieldsSchema=z.object({name:label,stages:z.array(stage).min(2).max(30),goalKey:z.string().uuid(),offRamps:z.array(identity.extend({reason:z.enum(['rejected','not_fit','nurture','unresponsive','other','taken_over','bounced','skipped'])})).max(30),voice:text.optional(),rules:playbookRulesSchema.optional(),eventRules:z.array(eventRule).max(30).optional()}).strict();
+const playbookFieldsSchema=z.object({name:label,stages:z.array(stage).min(2).max(30).optional().describe('The stages, in order. Leave it out for the default skeleton: Ready, Outreach underway (no steps; people who finish it leave as Unresponsive), In conversation and Meeting booked as the goal. Then add steps with a later save.'),goalKey:z.string().uuid().optional().describe('The key of the goal stage, after the first stage. Leave it out with stages to use the last stage; it is ignored when you leave stages out.'),offRamps:z.array(identity.extend({reason:z.enum(['rejected','not_fit','nurture','unresponsive','other','taken_over','bounced','skipped']).optional().describe('How Analytics counts people who leave here. Left out, it is guessed from the name (Not interested is rejected, Not a fit is not_fit, Unresponsive is unresponsive), else other.')})).max(30).optional().describe('Where people leave the playbook. Left out, the three standard off-ramps: Unresponsive, Not interested and Not a fit.'),voice:text.optional().describe('One sentence of how the agent writes. Left out, a plain, short default.'),rules:playbookRulesSchema.optional(),eventRules:z.array(eventRule).max(30).optional()}).strict();
 const fields=playbookFieldsSchema;
 const base=a=>`/workspaces/${a.workspaceId}`,query=(a,skip=[])=>new URLSearchParams(Object.entries(a).filter(([k,v])=>k!=='workspaceId'&&!skip.includes(k)&&v!==undefined).map(([k,v])=>[k,String(v)]));
 export const playbookOperations={
- playbook_list:{schema:z.object({...scope,cursor:uuid.optional().describe('The nextCursor of the previous page.'),limit:z.number().int().min(1).max(100).optional().describe('Playbooks per page. Default 50.'),archived:z.boolean().optional().describe('true lists the archived playbooks instead of the active ones. Default false.')}).strict(),method:'GET',path:a=>`${base(a)}/playbooks?${query(a)}`,scoped:true,description:'List the playbooks in the current workspace, one page of summaries (id, name, currentRevision, system, systemKey, archivedAt, stages, steps, check {errors, warnings}, recommended, updatedAt) with nextCursor. Archived playbooks are left out unless archived is true. Read the fields of one with playbook_get. Starter playbooks (Email first, LinkedIn first, Email only) carry system:true and are read-only; clone one by saving its fields without an id. recommended marks the starter playbook that fits the channels your agents reported, and recommendation gives its reason in one line. Free CRM read.'},
+ playbook_list:{schema:z.object({...scope,cursor:uuid.optional().describe('The nextCursor of the previous page.'),limit:z.number().int().min(1).max(100).optional().describe('Playbooks per page. Default 50.'),archived:z.boolean().optional().describe('true lists the archived playbooks instead of the active ones. Default false.')}).strict(),method:'GET',path:a=>`${base(a)}/playbooks?${query(a)}`,scoped:true,description:'List the playbooks in the current workspace, one page of summaries (id, name, currentRevision, system, systemKey, archivedAt, stages, steps, check {errors, warnings}, recommended, updatedAt, updatedBy, reviewPending) with nextCursor. updatedBy names who saved the current version (kind person or agent, name; null on a starter playbook). reviewPending is true while a playbook saved by an agent, which no campaign uses, waits for a person to open it (it is also one card in Operator). Archived playbooks are left out unless archived is true. Read the fields of one with playbook_get. Starter playbooks (Email first, LinkedIn first, Email only) carry system:true and are read-only; clone one by saving its fields without an id. recommended marks the starter playbook that fits the channels your agents reported, and recommendation gives its reason in one line. Free CRM read.'},
  playbook_actions_list:{schema:z.object({...scope}).strict(),method:'GET',path:a=>`${base(a)}/playbook-actions`,scoped:true,description:'List what a playbook step may name: the step actions (id, channel, label), the step channels and the event-rule names. Use it before playbook_save when a save names an actionId, a channel or an event the server does not know. Free CRM read.'},
- playbook_get:{schema:z.object({...scope,id:uuid,revision:z.number().int().positive().optional()}).strict(),method:'GET',path:a=>`${base(a)}/playbooks/${a.id}?${query(a,['id'])}`,scoped:true,description:'Read a playbook version: stage plays, step waits, completion, goal, voice and agent rules. Instructions are executed by the external agent, never by a hosted sequence runner. warnings is the Playbook check (level error or warning, message, stageKey, stepKey, fix): the same list the editor and the campaign picker show.'},
+ playbook_get:{schema:z.object({...scope,id:uuid,revision:z.number().int().positive().optional()}).strict(),method:'GET',path:a=>`${base(a)}/playbooks/${a.id}?${query(a,['id'])}`,scoped:true,description:'Read a playbook version (updatedBy says who saved it, createdAt when; a person reading the current version clears reviewPending): stage plays, step waits, completion, goal, voice and agent rules. Instructions are executed by the external agent, never by a hosted sequence runner. warnings is the Playbook check (level error or warning, message, stageKey, stepKey, fix): the same list the editor and the campaign picker show.'},
  playbook_archive:{schema:z.object({...scope,id:uuid}).strict(),method:'POST',path:a=>`${base(a)}/playbooks/${a.id}/archive`,scoped:true,description:'Archive a playbook: it leaves the list and the campaign picker, and cannot be edited or newly chosen for a campaign until restored. Campaigns that already use it keep running on the version they were set up with. Safe to repeat. Starter playbooks can be archived.'},
  playbook_restore:{schema:z.object({...scope,id:uuid}).strict(),method:'POST',path:a=>`${base(a)}/playbooks/${a.id}/restore`,scoped:true,description:'Bring an archived playbook back to the list and the campaign picker. Safe to repeat.'},
  playbook_delete:{schema:z.object({...scope,id:uuid}).strict(),method:'DELETE',path:a=>`${base(a)}/playbooks/${a.id}`,scoped:true,description:'Delete a playbook and all its versions. This cannot be undone. A playbook that any campaign uses (a campaign of any state, finished or archived included, that was ever set up with a version of it) is refused with 409 playbook_in_use, naming the campaigns; archive it instead. Starter playbooks are refused with starter_playbook.'},
- playbook_save:{schema:z.object({...scope,id:uuid.optional(),requestId:uuid,expectedRevision:z.number().int().nonnegative().describe('0 for a new playbook, otherwise currentRevision from playbook_get. A stale value is refused with revision_conflict, which carries currentRevision.'),fields}).strict(),method:'POST',path:a=>`${base(a)}/playbooks`,body:({workspaceId,...a})=>a,scoped:true,description:'Create or revise a playbook with optimistic version and idempotent request. A starter playbook refuses revision (409 starter_playbook); save its fields without an id to make an editable copy. Does not change existing campaign or participation pins. A playbook that cannot work (no off-ramp, or a stage nobody can reach) is refused with 422 playbook_cannot_work and the list in errors. A saved playbook returns warnings, the Playbook check, for what is legal but probably wrong.'},
+ playbook_save:{schema:z.object({...scope,id:uuid.optional(),requestId:uuid,expectedRevision:z.number().int().nonnegative().describe('0 for a new playbook, otherwise currentRevision from playbook_get. A stale value is refused with revision_conflict, which carries currentRevision.'),fields}).strict(),method:'POST',path:a=>`${base(a)}/playbooks`,body:({workspaceId,...a})=>a,scoped:true,description:'Create or revise a playbook with optimistic version and idempotent request. A starter playbook refuses revision (409 starter_playbook); save its fields without an id to make an editable copy. Does not change existing campaign or participation pins. A playbook that cannot work (no off-ramp, or a stage nobody can reach) is refused with 422 playbook_cannot_work and the list in errors. A saved playbook returns warnings, the Playbook check, for what is legal but probably wrong. The save is listed in the audit log (category playbooks) with who made it; a save by an agent of a playbook no campaign uses yet marks it reviewPending until a person opens it. A step with channel Custom is done by a person: put what the person does in instructions (for example call, leave a voicemail, handwrite a note, record a video, send a gift); your agent prepares the script, text or choice and the person records the outcome (hand_task_* commands). A Custom step can wait for a named event with wait {until: event, event: name, days}.'},
  workspace_pipeline_get:{schema:z.object({...scope,campaignId:uuid.optional(),pinId:uuid.optional()}).strict(),method:'GET',path:a=>`${base(a)}/pipeline?${query(a)}`,scoped:true,description:'Read the pipeline board: stages of one playbook version, the people currently in each stage, and counts of people closed out through each off-ramp. Free CRM read.'},
  playbook_progress_get:{schema:z.object({...scope,participationId:uuid.describe('A participation ID (one person in one campaign, from the pipeline), not a playbook ID.')}).strict(),method:'GET',path:a=>`${base(a)}/participations/${a.participationId}/progress`,scoped:true,description:'Read the participation’s admitted playbook pin and recorded stage/outcome history. Takes a participation ID (a person in a campaign; each person in the pipeline has one), not a playbook ID.'},
  playbook_progress_record:{schema:z.object({...scope,participationId:uuid,expectedVersion:z.number().int().nonnegative(),requestId:uuid,stageKey:uuid.optional(),offRampKey:uuid.optional(),finishStage:z.literal(true).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:'Report a stage, off-ramp, or finishStage:true after externally completing the current play and waits. Finish resolves next/stay/off-ramp from the admitted version. Stored evidence required for agents; human-review and backward-move rules apply. Assigned owner/Admin only. Goal ends prospecting; post-goal forward reporting never reactivates. No send or provider call.'},

package/cli/sender-account-operations.mjs

@@ -24,5 +24,5 @@ export const senderAccountOperations={
  sender_automation_get:{schema:z.object({senderAccountId:uuid,actionType}).strict(),method:'GET',path:a=>path(a)+'/automation/'+encodeURIComponent(a.actionType)},
  sender_automation_set:{schema:z.object({...base,senderAccountId:uuid,actionType,expectedVersion:version,enabled:z.boolean()}).strict(),method:'POST',path:a=>path(a)+'/automation/'+encodeURIComponent(a.actionType),body,ownerOnly:true},
  sender_action_modes_get:{schema:z.object({senderAccountId:uuid}).strict(),method:'GET',path:a=>path(a)+'/action-modes'},
- sender_action_mode_set:{schema:z.object({...base,senderAccountId:uuid,capability,expectedVersion:version,mode:z.enum(['not_allowed','approval','automatic']).describe('not_allowed blocks the action even when approved; approval needs an exact approval; automatic skips only the approval card.')}).strict(),method:'POST',path:a=>path(a)+'/action-modes/'+encodeURIComponent(a.capability),body,ownerOnly:true},
+ sender_action_mode_set:{schema:z.object({...base,senderAccountId:uuid,capability,expectedVersion:version,mode:z.enum(['not_allowed','approval','automatic']).describe('not_allowed is Off: the agent may not do this, and the action is blocked even when approved. approval is Draft for approval: the agent does the prep and writes it; a person approves, edits or rejects it, and it needs an exact approval before it is sent. automatic is Automatic: the agent does it and sends it, so only the approval card is skipped.')}).strict(),method:'POST',path:a=>path(a)+'/action-modes/'+encodeURIComponent(a.capability),body,ownerOnly:true},
 };

package/cli/workspaces.mjs

@@ -2,6 +2,7 @@ import {randomUUID} from 'node:crypto';
 import {notificationOperations} from './notification-operations.mjs';
 import {roomsOperations} from './rooms-operations.mjs';
 import {queueOperations} from './queue-operations.mjs';
+import {handTaskOperations} from './hand-task-operations.mjs';
 import {kvOperations} from './kv-operations.mjs';
 import {outcomeOperations} from './outcome-operations.mjs';
 import {attachmentOperations} from './attachment-operations.mjs';
@@ -21,6 +22,7 @@ import { recipientOperations } from './recipient-operations.mjs';
 import { suppressionOperations } from './suppression-operations.mjs';
 import { guardrailsOperations } from './guardrails-operations.mjs';
 import { auditOperations } from './audit-operations.mjs';
+import { intentOperations } from './intent-operations.mjs';
 import { usageOperations } from './usage-operations.mjs';
 import { outboundOperations } from './outbound-operations.mjs';
 import { cohortOperations } from './cohort-operations.mjs';
@@ -42,6 +44,7 @@ export const operations = {
  ...notificationOperations,
  ...roomsOperations,
  ...queueOperations,
+ ...handTaskOperations,
  ...kvOperations,
  ...outcomeOperations,
  ...attachmentOperations,
@@ -59,6 +62,7 @@ export const operations = {
  ...suppressionOperations,
  ...guardrailsOperations,
  ...auditOperations,
+ ...intentOperations,
  ...usageOperations,
  ...outboundOperations,
  ...cohortOperations,
@@ -150,7 +154,7 @@ export function localGuidance(name, issues, args) {
  const shown = typeof given === 'string' ? `"${given.slice(0, 60)}"` : 'that value';
  if(issue.code === 'invalid_value') {
   const allowed = issue.values.filter(value => typeof value === 'string' && value.length <= 80).slice(0, 60);
-  const phone = playbook && last === 'channel' ? ' A phone call, voicemail or gift is not a step channel yet (#433): tell your user, and use an Email or LinkedIn step with what you would have done in its instructions.' : '';
+  const phone = playbook && last === 'channel' ? ' A phone call, voicemail or gift is a Custom step: use channel Custom and write in its instructions what the person does by hand. Your agent prepares the script or text and the person records the outcome.' : '';
   const more = playbook && last === 'actionId' ? ' List every action id with its channel: audienti playbook actions.' : playbook && last === 'when' ? ' List the event names: audienti playbook actions.' : '';
   return {field, ...(allowed.length ? {allowed} : {}), next: `Use one of the allowed values in place of ${shown}.${phone}${more}`};
  }
@@ -192,7 +196,7 @@ export async function callWorkspace(name, args, config) {
  if(!response.ok) {
   const code = typeof result?.error?.code==='string' && /^[a-z_]+$/.test(result.error.code) ? result.error.code : 'request_failed';
   const retryAt = typeof result?.error?.retryAt === 'string' && /^\d{4}-\d\d-\d\dT\d\d:\d\d:\d\d\.\d{3}Z$/.test(result.error.retryAt) ? result.error.retryAt : undefined;
-  const detail = ((response.status===400 && (code==='invalid_fields' || code==='validation_error' || code==='secret_rejected')) || (response.status===404 && code==='not_found') || (response.status===422 && code==='playbook_cannot_work') || (response.status===409 && (code==='revision_conflict' || code==='playbook_in_use' || code==='definition_archived' || code==='playbook_archived' || code==='starter_playbook' || code==='identity_conflict' || code==='task_not_for_you' || code==='version_conflict' || code==='request_conflict' || code==='campaign_not_ready' || code==='campaign_not_paced'))) && typeof result?.error?.message==='string' && result.error.message.length<=(code==='playbook_cannot_work'?2000:1000) && !/[\u0000-\u001f\u007f]/.test(result.error.message) && !/^Workspace request failed/.test(result.error.message) && !(config.token && result.error.message.includes(config.token)) ? result.error.message.trim() : '';
+  const detail = ((response.status===400 && (code==='invalid_fields' || code==='validation_error' || code==='secret_rejected')) || (response.status===404 && code==='not_found') || (response.status===422 && code==='playbook_cannot_work') || (response.status===409 && (code==='revision_conflict' || code==='playbook_in_use' || code==='definition_archived' || code==='playbook_archived' || code==='starter_playbook' || code==='identity_conflict' || code==='task_not_for_you' || code==='version_conflict' || code==='request_conflict' || code==='campaign_not_ready' || code==='campaign_not_paced' || code==='wrong_event_name' || code==='mark_task_done_first' || code==='no_event' || code==='prepare_first' || code==='task_closed' || code==='not_claimed'))) && typeof result?.error?.message==='string' && result.error.message.length<=(code==='playbook_cannot_work'?2000:1000) && !/[\u0000-\u001f\u007f]/.test(result.error.message) && !/^Workspace request failed/.test(result.error.message) && !(config.token && result.error.message.includes(config.token)) ? result.error.message.trim() : '';
   const blockers = (code==='execution_blocked' || code==='campaign_not_ready') && Array.isArray(result?.error?.blockers) && result.error.blockers.length<=28 && result.error.blockers.every(v=>typeof v==='string' && /^[a-z_]+$/.test(v)) ? result.error.blockers : undefined;
   const error = new WorkspaceRequestError(response.status, code, `Workspace request failed: ${code} (HTTP ${response.status}).${detail ? ` ${detail}` : ''}${retryAt ? ` Retry after ${retryAt}.` : ''}`, retryAt, blockers, requestTraceId, errorGuidance(result?.error, config.token));
   if(code==='playbook_cannot_work'&&Array.isArray(result?.error?.errors)&&result.error.errors.length<=30)error.errors=result.error.errors.filter(item=>item&&typeof item.id==='string'&&typeof item.message==='string').map(item=>({id:item.id,level:item.level,message:item.message,...(typeof item.stageKey==='string'?{stageKey:item.stageKey}:{}),...(item.fix&&typeof item.fix.label==='string'?{fix:{id:item.fix.id,label:item.fix.label}}:{})}));

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@audienti/cli",
-  "version": "0.2.0-exora.10",
+  "version": "0.2.0-exora.12",
   "description": "Audienti CLI and MCP client for app.audienti.com",
   "type": "module",
   "bin": {

package/skills/getting-started/references/capabilities.md

@@ -191,6 +191,7 @@ user, but no task requires them yet.
 | `crm.record.read` | hubspot, salesforce, pipedrive, other | read | Read one CRM record | yes |
 | `crm.record.write` | hubspot, salesforce, pipedrive, other | write | Write back to one CRM record | yes |
 | `owner.notify` | push, slack, sms, email | send | Reach the user on their own channel | yes |
+| `handtask.prepare` | any | write | Prepare a step a person does by hand: script, note text, outline, gift choice | yes |
 | `webhook.receive` | none | read | Take a push instead of polling | later |
 | `webhook.send` | none | send | Post events to the user's URL | later |
 

package/skills/getting-started/references/outcome-checks.md

@@ -77,6 +77,17 @@ results instead. The task names the step in `detail.step` and tells you how to f
 
 Audienti records the step as run, and the playbook goes on to its next step.
 
+A `handtasks.prepare` task (a Custom step of a playbook: something you cannot do, such as a phone call, a voicemail, a
+handwritten note, a video or a gift) asks you to prepare the step for a person who will do it by hand. The task names the
+step in `detail.step`. You do not contact the person. Write everything the person needs yourself, from the step's text, with
+no fixed template, and report it.
+
+- `handtask.prepared {person, items}`: `items` is 1 to 12 pieces of `{label, text}`, such as a call script, a voicemail
+  script, the text of a note, a video outline, or a gift choice and its message. Add how to reach the person (a
+  phone number if you have one) as an item. Audienti puts them in the user's Hand
+  tasks list. The person does the step, records what happened and marks it done, and the playbook goes on. If you report
+  again while the person has not started, the new material replaces the old.
+
 An `invitations.receive` task (every 6 hours, only on a seat whose connector can read received invitations)
 asks you to read the connection requests people sent to your user. Read only the pending received list. Never
 accept, decline or open anyone. Report each pending request:

package/skills/playbook-design/SKILL.md

@@ -23,7 +23,7 @@ Use this skill when:
 ## 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).
+- 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".
   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

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

@@ -14,13 +14,29 @@
 | 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. |
+| `stages` | 2 to 30 stages, in order. Leave it out for the default skeleton (see Defaults). |
+| `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). |
 | `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. |
 
+## Defaults
+
+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.
+
+| Left out | Value |
+| --- | --- |
+| `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. |
+| `offRamps` | Unresponsive, Not interested and Not a fit. |
+| an off-ramp `reason` | Guessed from the name (Not interested is `rejected`, Not a fit is `not_fit`, Unresponsive is `unresponsive`), else `other`. |
+| `voice` | One plain, short sentence. A blank voice gets it too. |
+| a stage `goalDays` | The waits of its main steps plus 2 days, at least 3. The goal stage gets 0. |
+| a stage `completion` | A stage with steps that an agent works, other than the goal, closes people out as Unresponsive. Other stages stay. |
+| a step `condition` | `Only if connected` for a LinkedIn message, else `Always`. |
+| a step `instructions` | One coaching sentence for the kind of action. |
+| 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. |
+
 ## The Playbook check
 
 Every read and save of a playbook returns `warnings`, a deterministic check that needs no agent. An item
@@ -58,12 +74,12 @@ The other items are warnings; read them after each save and clear them:
 | 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. |
+| `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. |
 | `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. |
+| `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`. |
 | `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 }`. |
+| `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 }`. |
 | `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`. |

package/source-manifest.json

@@ -1,6 +1,6 @@
 {
   "repository": "https://github.com/omalab/exora",
-  "sourceCommit": "ba5f0ec81a55fdc5b04a77d29d2585187a364e1b",
+  "sourceCommit": "9673ca0c2e8c98a117672f0ba0181e66a1a5c556",
   "files": {
     "LICENSE": "220f297cfcd5c38eb64e6b4b4a77cab4ebc7f4686d4d99c6260a475d02ca11e5",
     "README.md": "7ff32cc8ac89dd54b64d7b39c0b41b1f37e154b7ea10ad5a7bceefc3df77d87f",
@@ -9,15 +9,15 @@
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     "cli/account-replies.mjs": "699e34e5c736ba316df8f164b4c50f82a7e4e2d5e51303e6b13944c3f2c854ab",
     "cli/account-reply-operations.mjs": "4359096dbf75d8c3602266588d2aea2b6cdecd903e2a094dbf25d26e2fab22b2",
-    "cli/agents.mjs": "e06a6097d9436c812a0623fe564b701c86defd599d7b78de3e8be783357c39bb",
+    "cli/agents.mjs": "e311dd08d1dc09648881a37eb9765bf6d155786f0b713204f51de29bc8134293",
     "cli/assignment-operations.mjs": "fc74e3fd79975cfcbac14891d5dec5f25e662777050fc46a8ad3aae5cf361c59",
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     "cli/audiences.mjs": "3c377346efc1a8bdde432a16c2d19a3f51f34f3333d344d3a2bfa94c188a017d",
-    "cli/audienti.mjs": "ade777be479e371633891508d74e4cd487a1b94df8c7effcc1ee25839b310b8e",
-    "cli/audit-operations.mjs": "184eb58bc479225314b77d6019a185670cd843895a10d9bf58a28de7f1355d91",
+    "cli/audienti.mjs": "d78b513ea58026f8f2f2eb6c70f4cd00c589b6b6520be53ebd1332377a8d6a78",
+    "cli/audit-operations.mjs": "afaf87d592a1e5f6bff2a8649a6a64a8f471950b7d99e98995d9205aa5910398",
     "cli/audit.mjs": "a7becaed67c58b063e668b5e66844b6dc15c11a63b428faa171b542ad922c001",
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     "cli/budgets.mjs": "683e06cb4d410c851286fbd1cdd4fb9f1902726c60fd4fcddb2c13d164786525",
@@ -27,13 +27,17 @@
     "cli/cohort-operations.mjs": "91b1d1fc48e75581bb315f42d735ef94e21687dc216f352337d8a5d180bb691e",
     "cli/cohorts.mjs": "c71940903430f3e6834608f113534910b75a98b3e410a5942f04051607488485",
     "cli/connection-registry-operations.mjs": "888ea440d00ffc9ed68d4cc084ff73a5a00d0e60bd6293baba8bb4539a25ae62",
-    "cli/content.mjs": "db3fcbf7f96c314227a8172a442b70b46405126e0d61f8358cee1bfe6c627ebd",
+    "cli/content.mjs": "139dee5fd37fd89669c39e2120ac70a2e0286b207b055ff666f54ba3512ab061",
     "cli/discovery-operations.mjs": "cc132abae230cc84439bcd24da813e2798ee1eb83a06a7d1141202ab9c68215a",
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     "cli/file-operations.mjs": "564f334dd9d52e9c56f44d58b5c3b0bda59ff72f54126b755bc472144069349e",
     "cli/files.mjs": "2221b067d6ade7ef5cc8965929aea2eb485781953d3f2b50600995b65fbdedae",
     "cli/guardrails-operations.mjs": "aa5a911663133b3287bea805df9e2a5d8b5bbc4a3df972c52f91fee315954ded",
     "cli/guardrails.mjs": "e8b9c0a19956a9eab84475d3c56a4b6c77baf7ed9a55e8686d660ef1ad562aa8",
+    "cli/hand-task-operations.mjs": "473473fe95324c8c8733e037feab5ac468c07b0658fabd739cfd7d400a7faa83",
+    "cli/hand-tasks.mjs": "2c895cf6b30c594a7e27cc4ec4b7eddeb39f941cd195b9255c6e0d6b4a56371f",
+    "cli/intent-operations.mjs": "e3151e71e9064c8de0953e666e23e4d2c4681b1f3900ef79569b6a074d48ab8c",
+    "cli/intent.mjs": "3f31297a09d144204fb04b5d54f67172fc39d3d3833bf4e8ad34469295b22fea",
     "cli/json-file.mjs": "96431b18215834c2531f5901e2526875c634dd2e85a9465fcffc937fbec52150",
     "cli/kv-operations.mjs": "505d79d0d535d3441883f8a37817c30c73367216a35dddb07181f0f0e799df79",
     "cli/kv.mjs": "05783610001dd002af07a4bb8f26e64d74aa4981bbe38a2100552b810cb3bc72",
@@ -43,11 +47,11 @@
     "cli/offers.mjs": "4a97007e1e25352707bbecda0b2519affcd0024e52ae8d9446d76d459460feca",
     "cli/outbound-operations.mjs": "52992bea63195efa8150c6ca2ff0b37ee6010f03fa366055c70c755ee0eb028e",
     "cli/outbound.mjs": "23903eb0fec4d7af3aa0031d63488ed9a8697e07ccf1314d194b48e109d15f82",
-    "cli/outcome-operations.mjs": "25380db262c316ea1b34a5ae95abd01f2c8e92b7c877ebe3f0b18ccd5032a7fa",
-    "cli/outcomes.mjs": "e547aa889c3d356c66d122d8fe4fd8f4ff46b18531c1318ca6f238af102cdde9",
+    "cli/outcome-operations.mjs": "cf133097799f240a006264a38a4c6bd4094078d6dec78a71679700ac3bdeacd5",
+    "cli/outcomes.mjs": "765ccb112a90fc4d228b2a41e5e19c5e1f3e2fe14bc1d8128b0090fc95cdbf3f",
     "cli/owner-account-client.mjs": "e7912f7c67571676cb94bcc9424b7d4a3bf9ef1461c9a5d6c31a2651e546a9ea",
     "cli/playbook-help.mjs": "56a5b6ba4c94022931f9c751c954133239404048aba99d1ff28cd290eac22f41",
-    "cli/playbook-operations.mjs": "157d5c0ce1b2dda740a787c9834ca08511f8678d14e4cc1b8e54c9d0d2d62681",
+    "cli/playbook-operations.mjs": "f5a90688c266d2445fc69500ed39aa0eb0548c8894a710130190bf8177dcbfb1",
     "cli/profiles.mjs": "45929b224ffc916b6dbd7a94e06ac09a1ff7feec430633b10d160c1608fc2d32",
     "cli/progress.mjs": "aeca47f4e59be306dac4592cf2e4209a30e322fc13e4e103e64e09faa370f5a8",
     "cli/prospecting-settings-operations.mjs": "37b881a867c19d9e5f2d02316038284ea0cf09de4f37b6dee2370a1faedf245e",
@@ -63,7 +67,7 @@
     "cli/search-operations.mjs": "903f12fffb6824872160c4136925ab5638142bb4e39236b37f927cd2c6a43776",
     "cli/secret-operations.mjs": "faefe9c9ece81087dc7aab32e88f331ed942d0757ce5a978b5f0722d514f377f",
     "cli/secrets.mjs": "cab4ea932e724ce3c807c7825869810b44fb8d75cdacec32f8101353f0e7c5f5",
-    "cli/sender-account-operations.mjs": "97d7a9236c2b72e9863d3d75ab93671348ff97a07d627a3e72350a17623b4d4d",
+    "cli/sender-account-operations.mjs": "1ca45ee0f1472b69972bca7b68e2a58ab1f20eb2143d99db435a6e1bf02fba11",
     "cli/sender-accounts.mjs": "406abd62a489894bec2cb3c9ebcc1b19572ab8f2d0fab4854deb78ea7dd89d0a",
     "cli/skills-mcp.mjs": "6a91b16a789f50035ae0fe33f8ae2758bb9829949db7efb05c6d65dde335a9e0",
     "cli/skills.mjs": "ea8dfef32664714f9c63251d9a6bbdb44d77d41e272df46bb102ebfcd8df8b66",
@@ -79,8 +83,8 @@
     "cli/work-feedback.mjs": "f3b77ecfd7ea1aba9c9f03c9d894137547e9c5575d9daa359ed94505ad025852",
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     "cli/work.mjs": "751107ecc3de5a6be9db4a068cddc41f3ad8e77c87e59686eaf522862caf9e9f",
-    "cli/workspaces.mjs": "3c27db13d805ac220608cb5374f52955d92054f333136468237079e13547fa1e",
-    "package.json": "f31e4da2874888ec971ee52236c37619184d84b3232105e756f2d542f9a052b2",
+    "cli/workspaces.mjs": "0f75d41387e0dd1aa9e20a70fba5298e0d9ac6c86c04f050723c31e04479ad83",
+    "package.json": "b5e0afb3718de66a76c5106f1a9bef5bec9447d33f26b7d1def3e7936b6e8e6d",
     "skills/agent-rooms/SKILL.md": "08f917ff85fee1d23499a4499056ce845b39ce6727029b104819dad41ee87cc2",
     "skills/agent-rooms/references/commands.md": "ef5afa5543ca9da967a147f638774647998ea1c1a2a821959f3bf87d54c292bd",
     "skills/audienti/SKILL.md": "8f2124065bfc3a005b44e194e7dcce9bbf14062ab332e7db66d441eeccb518ed",
@@ -93,12 +97,12 @@
     "skills/getting-started/SKILL.md": "902fffe321a91acd2dc3583a372801df6952c7e974179198ce688b62ca8b8f21",
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     "skills/getting-started/references/campaign-draft.md": "c2cbeb7de95734889698a5cd852268b9bed69e56f661153bb7ada237241a1a6b",
-    "skills/getting-started/references/capabilities.md": "b41ab2ec511db127c8e43c80c71aa4fd516ca816af393f5a1c7b3456e355af96",
+    "skills/getting-started/references/capabilities.md": "982e3583a47ba4ac832efae2f6af3a4d8c0c18cace159c76b2a4ad1a8d8e910e",
     "skills/getting-started/references/mailbox-check.md": "113574bb5a573125620dcde4e65ebf44164f7b0727cc936fb41234f5d57bba73",
-    "skills/getting-started/references/outcome-checks.md": "53919f2c2adf2bd24e602f4c2a21fbd47c807b115b2a1f9bb7893ebf48dc715a",
+    "skills/getting-started/references/outcome-checks.md": "094d09d231b38d4935aa9eb8ac089e46ba8e698489852fa97040e6b5eac77a9b",
     "skills/getting-started/references/replies.md": "865c97bea9c4bbecc2aba15be933356d11c37f3239be2cd436442230b5e0501e",
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-    "skills/playbook-design/SKILL.md": "95c8c9d9cf0dd4d69b9634f9b1f4fb04628b1b9d4dd22d928ea135ce3b5a98da",
-    "skills/playbook-design/references/fields.md": "96a97654508cc8340df485e00d823c30d1e07e9f10e3ed94b231d375783de894"
+    "skills/playbook-design/SKILL.md": "86d77069a73d5c21c43623d2faa84a3957cfb1f30f7fae45f239b32e249f892a",
+    "skills/playbook-design/references/fields.md": "41b20ab4a82501def62f8138fc218f48180a46c37fcf68d47f6a5802c5a747bf"
   }
 }