@audienti/cli 0.2.0-exora.3 → 0.2.0-exora.5

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

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+# Mailbox checks
+
+Audienti never signs in to your user's mailbox. You send from it through your own email
+connector (Gmail or Outlook, through Composio, a Claude connector or similar), so you also
+prove it works and read it for replies. Two queue tasks ask for that. If you have no email
+connector, tell your user exactly: "I need a Gmail or Outlook connector to send from your
+mailbox." Never send them to Settings to connect a mailbox.
+
+## The test email (`mailbox.confirm`)
+
+A mailbox counts for campaigns only once you sent a test email from it to itself, read it
+back and reported its code. [The mailbox test email](mailbox-check.md) gives the steps. Your
+user does nothing in that check. It proves the mailbox sends and that you can read its
+inbox, which the reply checks below need too.
+
+## The reply check (`replies.check`)
+
+Before any next step goes to someone you emailed, in a campaign or not, Audienti asks you to
+check the mailbox the email went out from for their reply. Until you report each person, no
+next step is planned or sent for them. Each task lists at most 100 people in `waiting`, each
+with `person`, `name`, `participation` (null when the step is in no campaign), `attempt`
+(the email) and `sentAt` (when it went out). A task for a mailbox you confirm is assigned to
+you.
+While you hold the task, its list stays as it was when you claimed it, even after a reply
+you record. Report everyone on it.
+
+1. Claim the task.
+2. Search the mailbox with your connector for mail from the listed people since their
+   `sentAt` only. Do not read anything else.
+3. Record each reply you find the way you record any reply: `audienti prospects
+   conversation append PERSON --workspace ID --file ITEM.json` with `direction: inbound`
+   and `conversationType: direct`. It returns the evidence id. Audienti then ends the
+   person's wait, holds their sends and gives you a reply task, as for any reply.
+4. Report every listed person:
+
+```json
+{
+  "results": [
+    { "kind": "email.no_reply", "person": "PERSON_ID" },
+    { "kind": "email.reply", "person": "PERSON_ID", "evidence": "EVIDENCE_ID" }
+  ]
+}
+```
+
+```sh
+audienti outcomes report TASK_ID --file RESULTS.json
+```
+
+5. Report the task done. If you cannot read the mailbox now, release the task with a note.
+
+An `email.reply` whose evidence is not an inbound message of that person is not recorded
+(`reply_not_recorded`): record the reply first. A person you leave out comes back on the
+next check, about an hour later. Reporting the same person again for the same email returns
+`already_recorded`.

package/skills/playbook-design/SKILL.md

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

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

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+# Playbook fields
+
+`audienti playbook save --file REQUEST.json` accepts one object:
+
+| Field | Rule |
+| --- | --- |
+| `id` | Omit for a new playbook. The playbook ID to revise one. |
+| `expectedRevision` | 0 for a new playbook, otherwise the latest revision number. |
+| `requestId` | A fresh UUID. Reuse it only when you retry the same save. |
+| `fields` | The playbook itself, below. |
+
+## fields
+
+| Field | Rule |
+| --- | --- |
+| `name` | 1 to 120 characters. Name the strategy, not the campaign. |
+| `stages` | 2 to 30 stages, in order. |
+| `goalKey` | The `key` of the goal stage. Not the first stage. |
+| `offRamps` | Up to 30 ways out: `{ key, name, reason }`. `reason` is `rejected`, `not_fit`, `nurture`, `unresponsive`, `taken_over`, `bounced`, `skipped` or `other`. "Bad data" and "repair" are not off-ramps. |
+| `voice` | How messages should sound, in the user's style. |
+| `rules` | Optional: `autoMove`, `flagOverdue`, `allowBackward` (booleans), `emailWindow` (`weekdays_morning`, `weekdays`, `any_day`), `nurtureDays` (60, 90, 180 or null). |
+
+## Stage
+
+| Field | Rule |
+| --- | --- |
+| `key` | A UUID, unique in the playbook. Keep it across revisions. |
+| `name` | Unique in the playbook. |
+| `movesInWhen` | What moves a prospect into this stage, for example "They replied". Shown to people; `on` decides. |
+| `on` | The events that open this stage: `accept`, `reply`, `meeting` or `manual`. Defaults to `["manual"]`. An event moves the prospect to the furthest later stage that opens on it; the stages passed over are recorded as skipped, never as done. |
+| `owner` | `Agent` or `Assignee` (the person assigned to the prospect). |
+| `goalDays` | 0 to 365. How long a prospect should stay before it is overdue. |
+| `optional` | Only an optional stage can be disabled. |
+| `enabled` | Defaults to true. |
+| `steps` | Up to 20 steps. |
+| `completion` | `{ "kind": "next" }`, `{ "kind": "stay" }` or `{ "kind": "off_ramp", "offRampKey": KEY }`. The last enabled stage cannot use `next`. |
+
+## Step
+
+| Field | Rule |
+| --- | --- |
+| `key` | A UUID, unique in the playbook. A plan action that runs this step carries it as `playbookStepKey`; actions without it change no playbook progress. |
+| `channel` | `LinkedIn`, `Email` or `Phone`. |
+| `action` | A short label, for example "Send connection request". |
+| `condition` | `Always`, `Only if viable` or `Only if connected`. Audienti does not check a connection itself: put an `Only if connected` step in a stage that opens on `accept`, so entering the stage on the accept is what gates it. |
+| `viability` | Required with `Only if viable`: when the step makes sense. An Email step is skipped, without a card, for a person with no email on record, whatever its condition. |
+| `instructions` | Coaching for whoever does the step. |
+| `wait` | Optional: `{ "until": U, "days": N }`. `until` is `accept` (LinkedIn steps only), `reply`, `meeting` or `timeout`; `days` is 1 to 60. The wait starts when the agent reports the step's result with its step key: a plan action carries the step's `key` as `playbookStepKey`, and a succeeded result for that action starts the wait. A reply or a booked meeting ends every wait early; an accept ends only a wait until `accept`. Older playbooks used `waitDays: N`, which still reads as `{ "until": "timeout", "days": N }`. |
+| `side` | Defaults to false. A side step runs while the main step before it waits, for example a profile view or a like. A stage with side steps needs a main step. |
+| `onTimeout` | `next` (default) or `off_ramp`. With `off_ramp`, a main step whose wait runs out leaves the prospect through the `unresponsive` off-ramp. When nothing is left in the stage, its completion decides. |
+
+A LinkedIn step whose action names InMail 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, "optional": true, "steps": [
+        { "key": "<uuid>", "channel": "LinkedIn", "action": "View profile", "condition": "Always", "instructions": "Read their recent activity for a signal to mention." },
+        { "key": "<uuid>", "channel": "LinkedIn", "action": "Like a recent post", "condition": "Always", "instructions": "Only a post about their work.", "wait": { "until": "timeout", "days": 3 } }
+      ], "completion": { "kind": "next" } },
+      { "key": "<C>", "name": "Outreach underway", "owner": "Agent", "goalDays": 35, "steps": [
+        { "key": "<uuid>", "channel": "LinkedIn", "action": "Send connection request", "condition": "Always", "instructions": "No note, or one line on their signal.", "wait": { "until": "accept", "days": 21 } },
+        { "key": "<uuid>", "channel": "LinkedIn", "action": "View profile", "condition": "Always", "instructions": "A light touch while the request waits.", "side": true },
+        { "key": "<uuid>", "channel": "LinkedIn", "action": "Send message", "condition": "Only if connected", "instructions": "Lead with their signal and offer something useful.", "wait": { "until": "reply", "days": 5 } },
+        { "key": "<uuid>", "channel": "Email", "action": "Email 1", "condition": "Always", "instructions": "Three sentences: signal, offer, one short question.", "wait": { "until": "reply", "days": 4 }, "onTimeout": "off_ramp" }
+      ], "completion": { "kind": "off_ramp", "offRampKey": "<R>" } },
+      { "key": "<D>", "name": "In conversation", "movesInWhen": "They replied", "on": ["reply"], "owner": "Assignee", "goalDays": 3, "steps": [
+        { "key": "<uuid>", "channel": "Email", "action": "Draft a reply", "condition": "Always", "instructions": "Answer their question first. Propose a time only if they asked.", "wait": { "until": "reply", "days": 2 } }
+      ], "completion": { "kind": "stay" } },
+      { "key": "<E>", "name": "Meeting requested", "owner": "Assignee", "goalDays": 3, "steps": [], "completion": { "kind": "next" } },
+      { "key": "<F>", "name": "Meeting booked", "on": ["meeting"], "owner": "Assignee", "goalDays": 0, "steps": [], "completion": { "kind": "stay" } }
+    ],
+    "goalKey": "<F>",
+    "offRamps": [{ "key": "<R>", "name": "Unresponsive", "reason": "unresponsive" }],
+    "voice": "Write like a founder. Lead with their signal, offer something useful, and ask one short question.",
+    "rules": { "autoMove": true, "flagOverdue": true, "allowBackward": false, "emailWindow": "weekdays_morning", "nurtureDays": 90 }
+  }
+}
+```

package/source-manifest.json

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   }
 }

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 |