@audienti/cli 0.2.0-exora.3 → 0.2.0-exora.30

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

@@ -0,0 +1,145 @@
+# Playbook fields
+
+`audienti playbook save --file REQUEST.json` accepts one object:
+
+| Field | Rule |
+| --- | --- |
+| `id` | Omit for a new playbook. The playbook ID to revise one. |
+| `expectedRevision` | 0 for a new playbook, otherwise the latest revision number. |
+| `requestId` | A fresh UUID. Reuse it only when you retry the same save. |
+| `fields` | The playbook itself, below. |
+
+## fields
+
+| Field | Rule |
+| --- | --- |
+| `name` | 1 to 120 characters. Name the strategy, not the campaign. |
+| `stages` | 2 to 30 stages, in order. 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 default rules end a person in the off-ramp with reason `rejected` when the reply says no thanks (`not_interested`), and in the one with reason `not_fit` when you record `not_a_fit`. A playbook without that off-ramp keeps the person where they are. 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 saved step carries the wait it got, so `playbook show` and the API read give the actual days. |
+
+## The Playbook check
+
+Every read and save of a playbook returns `warnings`, a deterministic check that needs no agent. An item
+is `{ id, level, message, stageKey, stepKey, fix }`. A save is refused with `playbook_cannot_work` (422,
+the list in `errors`) when `offRamps` is empty or a stage has `on: []` and nothing sends people to it.
+The other items are warnings; read them after each save and clear them:
+
+| Item `id` | Meaning and default fix |
+| --- | --- |
+| `stage_never_ends` | A stage with steps and `completion` `stay`. Use `off_ramp` with the Unresponsive off-ramp. |
+| `stage_by_hand_only` | Nothing opens a stage but a person or agent. Give it an `on` event ("Jump forward to here when") or finish the stage before it with `next`. The first stage after Ready is not flagged. |
+| `send_without_wait` | A send step with no `wait`, followed by another send on the same channel. Add a wait. |
+| `goal_shorter_than_waits` | `goalDays` is below the waits added up. Use the waits plus 2 days. |
+| `send_in_person_stage` | A send step in the goal stage or an `Assignee` stage writes to someone who already answered. Remove it. |
+| `steps_after_break_up` | A step after the break-up email. Put it before the break-up step. |
+| `message_without_connection` | A LinkedIn message with condition `Always` and no connection request before it. Use `Only if connected`. |
+| `stages_loop` | Routes or rules send people between stages in a circle. |
+
+## Stage
+
+| Field | Rule |
+| --- | --- |
+| `key` | A UUID, unique in the playbook. Keep it across revisions. |
+| `name` | Unique in the playbook. |
+| `on` | The events that jump a prospect forward to this stage: `accept` (they accept your LinkedIn connection request, not a meeting invite), `reply`, `meeting_requested` (a meeting was asked for), `meeting_accepted` (they said yes, no time yet), `meeting_declined` or `meeting` (a booked meeting). Do not list `accept` or `reply` on the goal stage unless a reply or an accept should count as a win. An event moves the prospect to the furthest later stage that lists it; the stages passed over are recorded as skipped, never as done. Leave it out for a stage people reach when the stage before it finishes, or when a person moves them. Do not set it on the first stage. People and the pipeline read "Starts when they reply" from it. The older `movesInWhen` text and the value `manual` are accepted and ignored. |
+| `owner` | `Agent` or `Assignee` (the person assigned to the prospect). |
+| `goalDays` | 0 to 365. The days after which a prospect in this stage is overdue (the pipeline card turns orange). 0 means never overdue. |
+| `enabled` | Defaults to true. `false` skips the stage: no one is moved into it. The first stage and the goal stage cannot be skipped. |
+| `steps` | Up to 20 steps. |
+| `completion` | `{ "kind": "next" }`, `{ "kind": "stay" }` or `{ "kind": "off_ramp", "offRampKey": KEY }`. The last enabled stage cannot use `next`. Spell the kind exactly: `off_ramp`, not `offRamp`. A kind that matches none is refused with the list of kinds that work. |
+
+## Step
+
+| Field | Rule |
+| --- | --- |
+| `key` | A UUID, unique in the playbook. A plan action that runs this step carries it as `playbookStepKey`; actions without it change no playbook progress. |
+| `channel` | `LinkedIn`, `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`. `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`, `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`. |
+| `actionId` | Optional: an action id from the outreach rulebook, for example `linkedin.message.send`. It must match the step's `channel`. List the valid ids with their channel and label: `audienti playbook actions` (MCP `playbook_actions_list`). The `action` text stays the label the person reads. |
+| `eventRules` | Optional, up to 10: event rules for this step only. See Event rules. |
+
+## Event rules
+
+An event rule says what happens when an event reaches a person: do these things, then go here. It lives on the playbook (`fields.eventRules`, up to 30), on a stage (`eventRules`, up to 10) or on a step (up to 10). The nearest place wins, then the most specific event: a reply kind beats any reply. A step `routes` entry is the older form of the same thing.
+
+| Field | Rule |
+| --- | --- |
+| `key` | A UUID, unique in the playbook. |
+| `when` | The event: `accepted`, `replied`, `meeting_booked`, `wait_timeout`, `inbound_connection_request`, or a reply kind `reply.interested`, `reply.question`, `reply.later`, `reply.out_of_office`, `reply.wrong_person`, `reply.referral`. An unknown name is refused with the allowed names; `audienti playbook actions` lists them under `eventRules.when`. |
+| `do` | Optional list of `stop_wait`, `snooze`, `redirect_to_named_person`, `ask_who_is_right`, `tell_me`, `hand_to_user`, `withdraw_pending_request`. Also under `eventRules.do`. |
+| `snoozeDays` | 1 to 90. For `snooze`. |
+| `goto` | Where the person goes after: `{ "kind": "stay" }`, `{ "kind": "gate" }` (the stage's own next step; the default), or `{ "kind": "stage", "stageKey": KEY }`, `{ "kind": "off_ramp", "offRampKey": KEY }` or `{ "kind": "step", "stepKey": KEY }`. |
+
+Every new playbook starts with these three on the playbook, when you send no `eventRules`:
+
+- `reply.interested`: `stop_wait`, then `gate`.
+- `reply.out_of_office`: `snooze` for 7 days, then `stay`.
+- `reply.wrong_person`: `stop_wait`, `redirect_to_named_person`, `ask_who_is_right`, then `stay`.
+
+Taking someone off the list and a bounce always run first; no rule changes them.
+
+A LinkedIn step whose `actionId` is `linkedin.inmail.send` runs only when the LinkedIn account reports InMail available. Otherwise it is skipped without a card.
+
+## Example request
+
+Replace every `<uuid>` with a fresh UUID (`uuidgen` or `node -e "console.log(crypto.randomUUID())"`).
+Use the same UUID wherever the same placeholder letter appears.
+
+```json
+{
+  "expectedRevision": 0,
+  "requestId": "<uuid>",
+  "fields": {
+    "name": "Founder-led outbound",
+    "stages": [
+      { "key": "<A>", "name": "Ready", "owner": "Agent", "goalDays": 3, "steps": [], "completion": { "kind": "next" } },
+      { "key": "<B>", "name": "Warming", "owner": "Agent", "goalDays": 7, "steps": [
+        { "key": "<uuid>", "channel": "LinkedIn", "action": "View profile", "condition": "Always", "instructions": "Read their recent activity for a signal to mention." },
+        { "key": "<uuid>", "channel": "LinkedIn", "action": "Like a recent post", "condition": "Always", "instructions": "Only a post about their work.", "wait": { "until": "timeout", "days": 3 } }
+      ], "completion": { "kind": "next" } },
+      { "key": "<C>", "name": "Outreach underway", "owner": "Agent", "goalDays": 35, "steps": [
+        { "key": "<uuid>", "channel": "LinkedIn", "action": "Send connection request", "condition": "Always", "instructions": "No note, or one line on their signal.", "wait": { "until": "accept", "days": 21 } },
+        { "key": "<uuid>", "channel": "LinkedIn", "action": "View profile", "condition": "Always", "instructions": "A light touch while the request waits.", "side": true },
+        { "key": "<uuid>", "channel": "LinkedIn", "action": "Send message", "condition": "Only if connected", "instructions": "Lead with their signal and offer something useful.", "wait": { "until": "reply", "days": 5 } },
+        { "key": "<uuid>", "channel": "Email", "action": "Email 1", "condition": "Always", "instructions": "Three sentences: signal, offer, one short question.", "wait": { "until": "reply", "days": 4 }, "onTimeout": "off_ramp" }
+      ], "completion": { "kind": "off_ramp", "offRampKey": "<R>" } },
+      { "key": "<D>", "name": "In conversation", "on": ["reply"], "owner": "Assignee", "goalDays": 3, "steps": [
+        { "key": "<uuid>", "channel": "Email", "action": "Draft a reply", "condition": "Always", "instructions": "Answer their question first. Propose a time only if they asked.", "wait": { "until": "reply", "days": 2 } }
+      ], "completion": { "kind": "stay" } },
+      { "key": "<E>", "name": "Meeting requested", "owner": "Assignee", "goalDays": 3, "steps": [], "completion": { "kind": "next" } },
+      { "key": "<F>", "name": "Meeting booked", "on": ["meeting"], "owner": "Assignee", "goalDays": 0, "steps": [], "completion": { "kind": "stay" } }
+    ],
+    "goalKey": "<F>",
+    "offRamps": [{ "key": "<R>", "name": "Unresponsive", "reason": "unresponsive" }],
+    "voice": "Write like a founder. Lead with their signal, offer something useful, and ask one short question.",
+    "rules": { "allowBackward": false }
+  }
+}
+```

package/source-manifest.json

@@ -1,86 +1,112 @@
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+    "cli/outcomes.mjs": "765ccb112a90fc4d228b2a41e5e19c5e1f3e2fe14bc1d8128b0090fc95cdbf3f",
+    "cli/owner-account-client.mjs": "aa2790fd3c16714b1a82922fe13012f261cced99025d692bca5d0c605a717cd1",
+    "cli/playbook-help.mjs": "664114538865a91dbcbd96bdd2a628c78505f078c9e6c7eb542e51d376fed60a",
+    "cli/playbook-operations.mjs": "be94b1a9e1c84fa2f56169c2af7c972ea8336cf8402150e4b57b08e354e7b4a9",
     "cli/profiles.mjs": "45929b224ffc916b6dbd7a94e06ac09a1ff7feec430633b10d160c1608fc2d32",
-    "cli/progress.mjs": "76cf8bcd17d2e84b45220be79099edca4c74bff7b64726965e14aa27b8f7f6eb",
-    "cli/prospecting-settings-operations.mjs": "37b881a867c19d9e5f2d02316038284ea0cf09de4f37b6dee2370a1faedf245e",
+    "cli/progress.mjs": "6908f2937adb87a83ebefc1f4324ed18adac65228547b0524a474ac3513b5c67",
+    "cli/prospecting-settings-operations.mjs": "1829eb2fe7208f58601988143756072429adbfe00f8deb5a52613bf650a9eacc",
     "cli/prospecting-settings.mjs": "b09f47c84416d9892d7d5b17dcf684cbb560e1cacb25513826ff04ef9307626e",
-    "cli/question-operations.mjs": "eedaaaf207d77d507be0687c7653ad7406eb7e593e25c6200ff84d1cec7eea82",
-    "cli/questions.mjs": "21a4da459b7c150ab64b751a8c4325b83f34cad7aa8ca394ed6c47b50c77994b",
-    "cli/queue-operations.mjs": "2d1d3d856e1abd28db93606f9f31b675d5e2959a1846923dfab348b56817f56b",
-    "cli/queue.mjs": "6faf6dde6530dc057936edb9b39f6222a710a688b73a3f2cf62639fd5d233c30",
-    "cli/recipient-operations.mjs": "efc06c75d263169a35f5bac76dce133d4e78cf96a4b4a661531234a4d4007cdf",
-    "cli/recipients.mjs": "e5e30fc30ab325a43cffdc51ad8872cb657ce0f5d3cb304dd8af65c6d9224c75",
-    "cli/rooms-operations.mjs": "8bd034a4a9a6c934a31a4455ee6645942b8a9649cf118b718b4db478a96e063f",
-    "cli/rooms.mjs": "d3701b2d54e5966915b1fc8b1cdf904ad6b018799cd36260d778aec964f9779d",
+    "cli/question-operations.mjs": "c7070dd1b5ec9c5b0df93012ef08d0d6b4d6e5c8da267a37beb1acc5c3cf4ea1",
+    "cli/questions.mjs": "32bbe0b785b1e6438435faf4697332ea2da3133d4c896720d39377c35e9b2127",
+    "cli/queue-operations.mjs": "bc5f5b8f79f056f579c2d3965d143b45ded4665629e2c4d427adfbaf7e9687fb",
+    "cli/queue.mjs": "046f4dba92ac9eacbb1f12215ab2b49623bae597342da6b415f7afb3c3a1344e",
+    "cli/recipient-operations.mjs": "7d41c17ef2d59dbed982893e0989c9c076317b91adcd3d752cbe1d2e0b8c41b2",
+    "cli/recipients.mjs": "dc93d4a23ca1df9c84a0c9734d09491af179644eed48d856d1f1a24d42276ea8",
+    "cli/rooms-operations.mjs": "27e4c1c0dac7cf1256468bac5806fb2a3959d07d3cac3af8d785a50772148fd1",
+    "cli/rooms.mjs": "bc42cc3f040b23bd832c725cb0e2faf66fe6327cbc64571550586ce97ba40415",
     "cli/search-operations.mjs": "903f12fffb6824872160c4136925ab5638142bb4e39236b37f927cd2c6a43776",
-    "cli/sender-account-operations.mjs": "f54b0e5ef6d6563752df95b2ce39c9a9a2e6ae2d53d13d6ef6c899cc92456aa7",
-    "cli/sender-accounts.mjs": "a3c569b5da55c22226f37d65d5a9144229860bf37fbfc7b5ac3c307a9ee9b048",
-    "cli/skills-mcp.mjs": "abb64cc91f96b5bd594c17cfef5da2319527b93cc2d1c8786f2bcdb69611e32d",
-    "cli/skills.mjs": "44de193612adaa934fcf4bca7525321d8ea9ad9a556c6df84ee5ce045aa3b8d9",
+    "cli/secret-operations.mjs": "faefe9c9ece81087dc7aab32e88f331ed942d0757ce5a978b5f0722d514f377f",
+    "cli/secrets.mjs": "cab4ea932e724ce3c807c7825869810b44fb8d75cdacec32f8101353f0e7c5f5",
+    "cli/sender-account-operations.mjs": "cf1c04e6289937611f5bd666953389c96887881f2b46203d79b9d8f57c55f3b2",
+    "cli/sender-accounts.mjs": "febe2a21f8cda4999e14eb78c01e9924dcc1914ff3c5cadcd845b7dbc4523491",
+    "cli/skills-mcp.mjs": "6a91b16a789f50035ae0fe33f8ae2758bb9829949db7efb05c6d65dde335a9e0",
+    "cli/skills.mjs": "ea8dfef32664714f9c63251d9a6bbdb44d77d41e272df46bb102ebfcd8df8b66",
     "cli/suppression-operations.mjs": "d1f827a785670fc6e44d87b18e4cfb6596b09e5be7c4f84c4b9a75ed13a962c6",
     "cli/suppression.mjs": "2b10be67e290deec9ed915139c3d98d45d7d10fd41abb67b5a35a630d636a4ed",
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+    "cli/tools.mjs": "16967f23a2b2460d28e766c827721a254e83d34b2df5195981cc9f899f6a5ed0",
     "cli/usage-operations.mjs": "64dd1ae850f52bb72c7648be78a8ab2dfab986afba2d2d2cd08034c4f7b3ace6",
     "cli/usage.mjs": "cd582c061f83ca4f220ddd3cd2a174a1a3a3c0ee308b3d5a5f47752a501e322e",
-    "cli/work-execution-operations.mjs": "cb5926acdb9e5cd3173c48868436b1a5e5ebd1b6cab372aec2e2ce447f4f62da",
-    "cli/work-execution.mjs": "5d9dba0dde20a7ec6ff6a2cbee140497171af9bfdd403f90e8ff8286a72862e7",
+    "cli/work-execution-operations.mjs": "842d706b36bb035aa54e1dee8bf950f0619c495bcae84faa1926fbb05f6842bc",
+    "cli/work-execution.mjs": "4b74923417eaa70dee0ba8806b64d0acf7c884fb77b76d5e86d567cf92e51b01",
     "cli/work-feedback-operations.mjs": "a998f2b2dbe38ceb2bad74f7fa61c31f87f842755449248b7eb0c04185c0ee3d",
     "cli/work-feedback.mjs": "f3b77ecfd7ea1aba9c9f03c9d894137547e9c5575d9daa359ed94505ad025852",
-    "cli/work-operations.mjs": "eea99ee9d20a944fbd60fc809ae43eec45fce730baeaa4e4c15e02d1c93c8ba8",
-    "cli/work.mjs": "077a5e263386f5a36704302e1f8fda085971531d19305114f2ffefb55d8a7f72",
-    "cli/workspaces.mjs": "f32ec20da6af544f0a293381cb0db09eff77e54499d11b5ab062aef3acfcc647",
-    "package.json": "725e801e9f993b092f0184d8557a73988f681be7433b3eeaad810d6b75cf6af7",
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+    "cli/work.mjs": "751107ecc3de5a6be9db4a068cddc41f3ad8e77c87e59686eaf522862caf9e9f",
+    "cli/workspaces.mjs": "7de635a78f80d75421447cc62686ab4cde7779a9dd7d0bb55e48143a5e4c8365",
+    "package.json": "145b9fae8227341aec956281dd53ce9bea07e4e7693dd4a47e5790c5b3fd7e39",
+    "skills/agent-rooms/SKILL.md": "08f917ff85fee1d23499a4499056ce845b39ce6727029b104819dad41ee87cc2",
+    "skills/agent-rooms/references/commands.md": "ef5afa5543ca9da967a147f638774647998ea1c1a2a821959f3bf87d54c292bd",
+    "skills/audienti/SKILL.md": "8f2124065bfc3a005b44e194e7dcce9bbf14062ab332e7db66d441eeccb518ed",
+    "skills/audienti/references/helpers.md": "e27aff0aa07b92f575d617612ed3def824765bac6ce1304cf227a4aca223369a",
+    "skills/audienti/references/profile-workflows.md": "80669b75eb5e8aeb614ce55ac046236d671af0de3ddd238853324579d5a3b251",
     "skills/audienti/references/workflow-receipt.md": "349f9a85472832b8bdc6a5d16c5b10b8e32d48d3e81523ad8d42f9a03b3655ff",
-    "skills/audienti/scripts/contracts.mjs": "214aecaf3eec080196233e4e0fcf1e8cb07c5b30350aed70c3fec9db9f8e1f32",
+    "skills/audienti/scripts/contracts.mjs": "900428e067b7f8dae544012387bc3752f7b0d27777a80cd16ec0985848983f70",
     "skills/audienti/scripts/profile-helpers.mjs": "7f62afdefd8e1b1bfec95f1ca6f48cfc4e204d1bff35f805261c45c6d5fcb46a",
     "skills/audienti/scripts/run.mjs": "652094ff8b642d13f5e0bb30756bb49464c051511c37f202249fde917b319208",
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-    "skills/getting-started/references/audience.md": "a0eddf3c4ff9073256e5dc0eed5b9cef24ba1bdefbb5a528a07dd92c91aa7d89",
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-    "skills/getting-started/references/inventory.md": "64ee38be078fec0ccaa8ff74685f10e672d8fc381e5a7fa1cb6186bec481cb28"
+    "skills/getting-started/SKILL.md": "902fffe321a91acd2dc3583a372801df6952c7e974179198ce688b62ca8b8f21",
+    "skills/getting-started/references/audience.md": "6a2c061be5e299b3cbbd236578693ae5084d216425c500d3639a4d1fcb86ccb7",
+    "skills/getting-started/references/campaign-draft.md": "c2cbeb7de95734889698a5cd852268b9bed69e56f661153bb7ada237241a1a6b",
+    "skills/getting-started/references/capabilities.md": "982e3583a47ba4ac832efae2f6af3a4d8c0c18cace159c76b2a4ad1a8d8e910e",
+    "skills/getting-started/references/mailbox-check.md": "113574bb5a573125620dcde4e65ebf44164f7b0727cc936fb41234f5d57bba73",
+    "skills/getting-started/references/outcome-checks.md": "094d09d231b38d4935aa9eb8ac089e46ba8e698489852fa97040e6b5eac77a9b",
+    "skills/getting-started/references/replies.md": "e543f13b9fae2ad3a7a07b6289ca03258c75e64df60cd3b36d4686ac9298d799",
+    "skills/getting-started/references/reply-checks.md": "85fe692ad6b7bc73e204de313b27d225be3da1a0af71e8e7bb9945ae511a0dc3",
+    "skills/playbook-design/SKILL.md": "56aa5692c1bbe3843f11819f0f9270988ddd0424b16f38db72a854864155407f",
+    "skills/playbook-design/references/fields.md": "c7ba7a0bf8ac1325e70a5e4d98734716d752c311588d064bf2aba849925357aa"
   }
 }

package/cli/approach-operations.mjs

@@ -1,24 +0,0 @@
-import {z} from 'zod';
-const uuid=z.string().uuid(),scope={workspaceId:uuid.optional()};
-const label=z.string().trim().min(1).max(120).refine(value=>!/[\u0000-\u001f\u007f]/.test(value),'Control characters are not allowed.');
-const text=z.string().trim().max(5000);
-const identity=z.object({key:z.string().uuid(),name:label}).strict();
-const approachStepSchema=z.object({key:z.string().uuid(),channel:z.enum(['LinkedIn','Email','Phone']),action:label,condition:z.enum(['Always','Only if viable','Only if connected']),viability:text.optional(),instructions:text.optional(),waitDays:z.number().int().min(1).max(60)}).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 stage=identity.extend({movesInWhen:text.optional(),owner:z.enum(['Agent','Assignee']).optional(),goalDays:z.number().int().min(0).max(365).optional(),optional:z.boolean().optional(),enabled:z.boolean().optional(),steps:z.array(approachStepSchema).max(20).optional(),completion:completion.optional()});
-const approachRulesSchema=z.object({autoMove:z.boolean().optional(),flagOverdue:z.boolean().optional(),allowBackward:z.boolean().optional(),emailWindow:z.enum(['weekdays_morning','weekdays','any_day']).optional(),nurtureDays:z.union([z.literal(60),z.literal(90),z.literal(180),z.null()]).optional()}).strict();
-const approachFieldsSchema=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'])})).max(30),voice:text.optional(),rules:approachRulesSchema.optional()}).strict();
-const fields=approachFieldsSchema;
-const base=a=>`/workspaces/${a.workspaceId}`,query=(a,skip=[])=>new URLSearchParams(Object.entries(a).filter(([k,v])=>k!=='workspaceId'&&!skip.includes(k)&&v!==undefined).map(([k,v])=>[k,String(v)]));
-export const approachOperations={
- approach_list:{schema:z.object({...scope,cursor:uuid.optional(),limit:z.number().int().min(1).max(100).optional()}).strict(),method:'GET',path:a=>`${base(a)}/approaches?${query(a)}`,scoped:true,description:'List immutable versioned approaches in the current workspace. Free CRM read.'},
- approach_get:{schema:z.object({...scope,id:uuid,revision:z.number().int().positive().optional()}).strict(),method:'GET',path:a=>`${base(a)}/approaches/${a.id}?${query(a,['id'])}`,scoped:true,description:'Read an approach version: stage plays, step waits, completion, goal, voice and agent rules. Instructions are executed by the external agent, never by a hosted sequence runner.'},
- approach_save:{schema:z.object({...scope,id:uuid.optional(),requestId:uuid,expectedRevision:z.number().int().nonnegative(),fields}).strict(),method:'POST',path:a=>`${base(a)}/approaches`,body:({workspaceId,...a})=>a,scoped:true,description:'Create or revise an approach with optimistic version and idempotent request. Does not change existing campaign or participation pins.'},
- workspace_pipeline_get:{schema:z.object({...scope,campaignId:uuid.optional(),pinId:uuid.optional()}).strict(),method:'GET',path:a=>`${base(a)}/pipeline?${query(a)}`,scoped:true,description:'Read the pipeline board: stages of one approach version, the people currently in each stage, and counts of people closed out through each off-ramp. Free CRM read.'},
- approach_progress_get:{schema:z.object({...scope,participationId:uuid}).strict(),method:'GET',path:a=>`${base(a)}/participations/${a.participationId}/progress`,scoped:true,description:'Read the participation’s admitted approach pin and recorded stage/outcome history.'},
- approach_progress_record:{schema:z.object({...scope,participationId:uuid,expectedVersion:z.number().int().nonnegative(),requestId:uuid,stageKey:uuid.optional(),offRampKey:uuid.optional(),finishStage:z.literal(true).optional(),reason:z.string().trim().min(1).max(2000),evidence:z.array(z.object({kind:z.enum(['observation','conversation']),id:uuid}).strict()).max(20)}).strict(),method:'POST',path:a=>`${base(a)}/participations/${a.participationId}/progress`,body:({workspaceId,participationId,...a})=>a,scoped:true,description:'Report a stage, off-ramp, or finishStage:true after externally completing the current play and waits. Finish resolves next/stay/off-ramp from the admitted version. Stored evidence required for agents; human-review and backward-move rules apply. Assigned owner/Admin only. Goal ends prospecting; post-goal forward reporting never reactivates. No send or provider call.'},
- approach_progress_suggest:{schema:z.object({...scope,participationId:uuid,expectedVersion:z.number().int().nonnegative(),requestId:uuid,stageKey:uuid.optional(),offRampKey:uuid.optional(),finishStage:z.literal(true).optional(),reason:z.string().trim().min(1).max(2000),evidence:z.array(z.object({kind:z.enum(['observation','conversation']),id:uuid}).strict()).max(20)}).strict(),method:'POST',path:a=>`${base(a)}/participations/${a.participationId}/suggestions`,body:({workspaceId,participationId,...a})=>a,scoped:true,description:'Suggest a pinned stage move, off-ramp or play completion for human review in Operator. Stored evidence required. Does not change progress or send anything. Assigned owner/Admin; current human approval revalidates progress.'},
- approach_suggestion_decide:{schema:z.object({...scope,id:uuid,requestId:uuid,decision:z.enum(['approve','dismiss'])}).strict(),method:'POST',path:a=>`${base(a)}/approach-suggestions/${a.id}/decision`,body:({workspaceId,id,...a})=>a,scoped:true,description:'Approve or dismiss a pending stage suggestion. People only: the current owner or an Admin. Approving moves the participation to the suggested stage.'},
- approach_suggestions_list:{schema:z.object({...scope,cursor:uuid.optional(),limit:z.number().int().min(1).max(100).optional()}).strict(),method:'GET',path:a=>`${base(a)}/approach-suggestions?${query(a)}`,scoped:true,description:'List pending stage suggestions visible to the current owner or Admin. Humans approve or dismiss in Operator; agents cannot approve.'},
- workspace_analytics_get:{schema:z.object({...scope,campaignId:uuid.optional(),ownerUserId:uuid.optional(),offerId:uuid.optional(),audienceId:uuid.optional(),tag:z.string().min(1).max(64).optional(),pinId:uuid.optional(),from:z.string().datetime(),to:z.string().datetime()}).strict(),method:'GET',path:a=>`${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. Optional filters: campaignId, ownerUserId (campaign owner), offerId, audienceId, tag (campaign tag); list the values with workspace_analytics_filters. Maximum 366 days; narrow large scopes.'}
-};

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

@@ -1,52 +0,0 @@
-# Tool inventory format
-
-Report what your runtime can use right now. One entry per connector or tool family.
-
-```json
-{
-  "runtime": { "name": "Claude Code", "model": "claude-opus-5-5" },
-  "entries": [
-    { "category": "web_search", "name": "Web search", "access": ["read"], "status": "connected" },
-    { "category": "email", "name": "Gmail", "access": ["read", "write", "send"], "status": "connected", "via": "Composio", "tools": ["gmail.search", "gmail.create_draft"] },
-    { "category": "spreadsheet", "name": "Google Sheets", "access": ["read", "write"], "status": "connected" },
-    { "category": "linkedin", "name": "LinkedIn", "access": ["read", "send"], "status": "connected", "via": "Composio" },
-    { "category": "crm", "name": "Salesforce", "access": ["read"], "status": "needs_sign_in" },
-    { "category": "scheduling", "name": "Routines", "access": ["write"], "status": "connected" }
-  ]
-}
-```
-
-## Fields
-
-- `runtime.name`: your product or runtime as the owner knows it. `runtime.model` is
-  optional.
-- `category`: one of `web_search`, `web_browse`, `people_data`, `company_data`,
-  `email`, `linkedin`, `social`, `crm`, `spreadsheet`, `docs`, `chat`, `calendar`,
-  `tasks`, `files`, `code`, `scheduling`, `memory`, `other`.
-- `name`: the connector name as the owner would recognize it (Gmail, HubSpot, Slack,
-  X). At most 80 characters. One entry per category and name.
-- `access`: any of `read`, `write`, `send`. `send` means it can deliver a message to
-  another person (email, DM, post). Drafting is `write`.
-- `status`: `connected` when you can call it now, `needs_sign_in` when it is installed
-  but signed out, `unavailable` when it exists but fails.
-- `via`: optional. How you reach it when it is not built in: an integration hub or
-  aggregator such as Composio or Treg, or an MCP server name. Leave it out for native
-  connectors built into your runtime.
-- `tools`: optional tool IDs you would call, at most 16.
-
-At most 64 entries and 32 KiB. Leave out anything you cannot call. Never include
-account secrets, tokens or personal data about the owner's contacts.
-
-## Categories, with examples
-
-| Category | Examples |
-| --- | --- |
-| `web_search`, `web_browse` | built-in search, a browser, a fetch tool |
-| `people_data`, `company_data` | enrichment or lookup providers |
-| `email` | Gmail, Outlook |
-| `linkedin`, `social` | LinkedIn seat tools, X, Reddit |
-| `crm` | Salesforce, HubSpot, Attio |
-| `spreadsheet`, `docs` | Google Sheets, Excel, Notion, Google Docs |
-| `chat`, `calendar`, `tasks` | Slack, Google Calendar, Linear |
-| `files`, `code` | file storage, a code or shell sandbox |
-| `scheduling`, `memory` | routines, cron, saved memories |