@erdoai/cli 0.91.0 → 0.99.0

package/dist/index.js

@@ -312,6 +312,19 @@ var ErdoClient = class {
   createManagerKey() {
     return this.request("POST", "/v1/manager-key");
   }
+  // Daily paid-media and lead performance for one organization, or for every
+  // client org this account manages when organization_slug is omitted.
+  managerPerformance(params) {
+    const qs = new URLSearchParams();
+    if (params.organization_slug) qs.set("organization_slug", params.organization_slug);
+    if (params.from) qs.set("from", params.from);
+    if (params.to) qs.set("to", params.to);
+    const q = qs.toString();
+    return this.request(
+      "GET",
+      `/v1/managed-organization-performance${q ? `?${q}` : ""}`
+    );
+  }
   // Brings an EXISTING org under your manager org. Two consents redeem here: a
   // one-time token minted by the target org's owner (or, for an ownerless managed
   // org, its current manager) — a manager credential on its own can never adopt an
@@ -464,6 +477,8 @@ var ErdoClient = class {
     const q = new URLSearchParams();
     if (params?.domain) q.set("domain", params.domain);
     if (params?.limit) q.set("limit", String(params.limit));
+    if (params?.leadRef) q.set("lead_ref", params.leadRef);
+    if (params?.dataset) q.set("dataset", params.dataset);
     const qs = q.toString();
     return this.request(
       "GET",
@@ -604,6 +619,16 @@ var ErdoClient = class {
       { enabled }
     );
   }
+  // A separate switch from the text one, on the same number: the two are
+  // separate permissions, so one endpoint per channel rather than a channel
+  // argument that could move the wrong one.
+  setVoiceAgentWhatsAppReplies(slug, enabled) {
+    return this.request(
+      "POST",
+      `/v1/voice/agents/${encodeURIComponent(slug)}/whatsapp-replies`,
+      { enabled }
+    );
+  }
   // Run a read-only HogQL query against the org's page-analytics events. Rows are
   // positional per columns; enabled:false means page analytics is off for the org
   // (not zero traffic). A rejected query surfaces PostHog's message as the error.
@@ -884,6 +909,9 @@ var ErdoClient = class {
     for (const s of params?.statuses ?? []) q.append("statuses", s);
     if (params?.engine_actions_only) q.set("engine_actions_only", "true");
     if (params?.item_id) q.set("item_id", params.item_id);
+    if (params?.organization_slug) q.set("organization_slug", params.organization_slug);
+    if (params?.subject_kind) q.set("subject_kind", params.subject_kind);
+    if (params?.subject_id) q.set("subject_id", params.subject_id);
     if (params?.limit) q.set("limit", String(params.limit));
     if (params?.offset) q.set("offset", String(params.offset));
     const qs = q.toString();
@@ -1128,6 +1156,85 @@ var ErdoClient = class {
       input
     );
   }
+  // The lead playbook: plain text that decides each lead's next action. An
+  // organization that never saved one gets the default template, exists=false.
+  getLeadPlaybook() {
+    return this.request("GET", "/v1/lead-playbook");
+  }
+  // Saving reads the text into the typed read-back and stores both. enabled and
+  // daily_contact_cap keep their saved values when omitted. Org admins only.
+  // agent_id links the concierge every draft is written as. Unlike enabled and
+  // daily_contact_cap it is NOT sticky: omitting it clears the link.
+  putLeadPlaybook(input) {
+    return this.request("PUT", "/v1/lead-playbook", input);
+  }
+  // The read-back of a draft, without saving it.
+  readLeadPlaybook(body, agentID) {
+    return this.request("POST", "/v1/lead-playbook/read-back", { body, agent_id: agentID });
+  }
+  // Every saved version of the playbook, newest first. Read-only: a revision is
+  // written once, inside the save's own transaction.
+  listLeadPlaybookRevisions(params) {
+    const q = new URLSearchParams();
+    if (params?.limit) q.set("limit", String(params.limit));
+    if (params?.offset) q.set("offset", String(params.offset));
+    const qs = q.toString();
+    return this.request("GET", `/v1/lead-playbook/revisions${qs ? `?${qs}` : ""}`);
+  }
+  // One saved revision in full — what explains a decision whose
+  // playbook_revision names it, long after the playbook has moved on.
+  getLeadPlaybookRevision(revision) {
+    return this.request("GET", `/v1/lead-playbook/revisions/${encodeURIComponent(String(revision))}`);
+  }
+  // The organization's concierges, for linking one to the playbook.
+  listVoiceAgents() {
+    return this.request("GET", "/v1/voice/agents");
+  }
+  // Each lead's current suggestion, highest priority first.
+  listLeadNextActions(params) {
+    const q = new URLSearchParams();
+    if (params?.dataset) q.set("dataset", params.dataset);
+    if (params?.status) q.set("status", params.status);
+    if (params?.priority) q.set("priority", params.priority);
+    if (params?.limit) q.set("limit", String(params.limit));
+    if (params?.offset) q.set("offset", String(params.offset));
+    const qs = q.toString();
+    return this.request("GET", `/v1/lead-next-actions${qs ? `?${qs}` : ""}`);
+  }
+  // Every decision about one lead, newest first.
+  getLeadNextActions(datasetSlug, lead) {
+    return this.request(
+      "GET",
+      `/v1/datasets/${encodeURIComponent(datasetSlug)}/leads/${encodeURIComponent(lead)}/next-actions`
+    );
+  }
+  // A person's hold or close. It replaces the lead's open suggestion and
+  // withdraws any card that suggestion filed.
+  recordLeadNextAction(datasetSlug, lead, input) {
+    return this.request(
+      "POST",
+      `/v1/datasets/${encodeURIComponent(datasetSlug)}/leads/${encodeURIComponent(lead)}/next-actions`,
+      input
+    );
+  }
+  // Everything the evaluation reads about one lead.
+  getLeadTimeline(datasetSlug, lead) {
+    return this.request(
+      "GET",
+      `/v1/datasets/${encodeURIComponent(datasetSlug)}/leads/${encodeURIComponent(lead)}/timeline`
+    );
+  }
+  // A dry run: nothing is stored and nothing is sent. body tries a draft
+  // playbook instead of the saved one.
+  // agent_id tries the draft as a different concierge; it is read only
+  // alongside body, since a dry run of the saved playbook uses its saved one.
+  evaluateLeadNextAction(datasetSlug, lead, body, agentID) {
+    return this.request(
+      "POST",
+      `/v1/datasets/${encodeURIComponent(datasetSlug)}/leads/${encodeURIComponent(lead)}/next-actions/evaluate`,
+      body ? { body, agent_id: agentID } : {}
+    );
+  }
   listDatasetRevisions(slug) {
     return this.request("GET", `/v1/datasets/${encodeURIComponent(slug)}/revisions`);
   }
@@ -1982,6 +2089,29 @@ function timedOutMessage(threadID) {
 function print(value) {
   console.log(JSON.stringify(value, null, 2));
 }
+function formatNumber(n) {
+  if (!Number.isFinite(n)) return String(n);
+  if (Number.isInteger(n)) return n.toLocaleString("en-US");
+  if (Math.abs(n) < 1e-6) {
+    return n.toFixed(10).replace(/0+$/, "").replace(/\.$/, "");
+  }
+  return n.toLocaleString("en-US", { maximumFractionDigits: 6 });
+}
+function formatDate(iso) {
+  if (!iso) return void 0;
+  const d = new Date(iso);
+  if (isNaN(d.getTime())) return iso;
+  return `${d.toISOString().slice(0, 16).replace("T", " ")} UTC`;
+}
+function compactJSON(value) {
+  if (value === void 0 || value === null) return void 0;
+  try {
+    const s = JSON.stringify(value);
+    return s === "null" ? void 0 : s;
+  } catch {
+    return String(value);
+  }
+}
 async function readAllStdin() {
   if (process.stdin.isTTY) {
     throw new Error("nothing is piped to standard input");
@@ -2030,7 +2160,11 @@ function printPageReview(review) {
   }
 }
 function printAlignedTable(columns, rows) {
-  const cell = (v) => v === null || v === void 0 ? "" : typeof v === "object" ? JSON.stringify(v) : String(v);
+  const cell = (v) => {
+    if (v === null || v === void 0) return "";
+    if (typeof v === "object") return JSON.stringify(v);
+    return String(v);
+  };
   const widths = columns.map((c, i) => Math.max(c.length, ...rows.map((r) => cell(r[i]).length), 0));
   const line = (cells) => cells.map((c, i) => c.padEnd(widths[i])).join("  ").trimEnd();
   console.log(line(columns));
@@ -2045,7 +2179,10 @@ var collect = (v, acc) => {
 function summariseResults(results, cases = []) {
   const nameByID = new Map(cases.map((c) => [c.id, c.name]));
   for (const r of results) {
-    const status = r.agent_error ? "ERROR" : r.passed ? "PASS" : "FAIL";
+    let status;
+    if (r.agent_error) status = "ERROR";
+    else if (r.passed) status = "PASS";
+    else status = "FAIL";
     const name = nameByID.get(r.case_id) ?? r.case_id;
     console.log(`  [${status}] ${r.score.toFixed(2)}  ${name}`);
     if (r.agent_error) console.log(`      agent error: ${r.agent_error}`);
@@ -2273,6 +2410,7 @@ function printBusinessProfile(profile) {
       ["industry", profile.industry],
       ["privacy policy", profile.privacy_policy_url],
       ["terms", profile.terms_and_conditions_url],
+      ["example landing page", profile.example_landing_page_url],
       ["representative", `${profile.representative_first_name} ${profile.representative_last_name}`.trim()],
       ["title", profile.representative_title],
       ["job position", profile.representative_job_position],
@@ -2324,7 +2462,10 @@ businessProfileCmd.command("set").description("Save the organization's business
 ).option(
   "--tax-id-stdin",
   "read the tax id from standard input instead of prompting, for a script \u2014 e.g. `pass show ein | erdo org business-profile set --tax-id-stdin`"
-).option("--street <street>", "street address of the registered business").option("--city <city>", "city of the registered business").option("--region <region>", "state or province, e.g. FL").option("--postal-code <code>", "postal or ZIP code").option("--country <iso2>", "two-letter ISO country code, e.g. US").option("--website-url <url>", "the business's own website \u2014 carriers check that it describes it").option("--industry <industry>", "one of the industries listed by: erdo org business-profile get --json").option("--privacy-policy-url <url>", "the business's own privacy policy page (https) \u2014 a campaign without one is rejected").option("--terms-url <url>", "the business's own terms and conditions page (https) \u2014 required for the same reason").option("--first-name <name>", "given name of the person carriers may contact").option("--last-name <name>", "family name of that person").option("--title <title>", "their job title in the business's own words, e.g. Managing Partner").option(
+).option("--street <street>", "street address of the registered business").option("--city <city>", "city of the registered business").option("--region <region>", "state or province, e.g. FL").option("--postal-code <code>", "postal or ZIP code").option("--country <iso2>", "two-letter ISO country code, e.g. US").option("--website-url <url>", "the business's own website \u2014 carriers check that it describes it").option("--industry <industry>", "one of the industries listed by: erdo org business-profile get --json").option("--privacy-policy-url <url>", "the business's own privacy policy page (https) \u2014 a campaign without one is rejected").option("--terms-url <url>", "the business's own terms and conditions page (https) \u2014 required for the same reason").option(
+  "--example-landing-page-url <url>",
+  "a public landing page (https) where people opt in to texts through the form's SMS consent checkbox and that shows your phone number \u2014 the opt-in the campaign reviewer opens"
+).option("--first-name <name>", "given name of the person carriers may contact").option("--last-name <name>", "family name of that person").option("--title <title>", "their job title in the business's own words, e.g. Managing Partner").option(
   "--job-position <position>",
   "their role from the fixed list (ceo, cfo, director, general_counsel, gm, vp, other)"
 ).option("--email <email>", "their email address").option("--phone <number>", "their phone number in E.164, e.g. +13055550123").option("--json", "print the raw JSON result instead of a table").action(
@@ -2362,6 +2503,7 @@ businessProfileCmd.command("set").description("Save the organization's business
         industry: opts.industry ?? stored.industry,
         privacy_policy_url: opts.privacyPolicyUrl ?? stored.privacy_policy_url,
         terms_and_conditions_url: opts.termsUrl ?? stored.terms_and_conditions_url,
+        example_landing_page_url: opts.exampleLandingPageUrl ?? stored.example_landing_page_url ?? "",
         representative_first_name: opts.firstName ?? stored.representative_first_name,
         representative_last_name: opts.lastName ?? stored.representative_last_name,
         representative_title: opts.title ?? stored.representative_title,
@@ -2522,9 +2664,11 @@ managed.command("ads-container <orgSlug>").description(
         timeZone: opts.timeZone,
         replaceCurrentAccount: opts.replaceCurrentAccount
       });
-      console.log(
-        c.already_provisioned ? `Google Ads container already existed for ${c.org_slug}` : c.adopted ? `Adopted Google Ads account ${c.customer_id} as the container for ${c.org_slug}` : `Created Google Ads container for ${c.org_slug}`
-      );
+      let outcome;
+      if (c.already_provisioned) outcome = `Google Ads container already existed for ${c.org_slug}`;
+      else if (c.adopted) outcome = `Adopted Google Ads account ${c.customer_id} as the container for ${c.org_slug}`;
+      else outcome = `Created Google Ads container for ${c.org_slug}`;
+      console.log(outcome);
       printAdsContainer(c);
       const leftBehind = c.previous_campaign_count ?? 0;
       if (c.previous_customer_id && leftBehind > 0) {
@@ -2583,6 +2727,90 @@ This key operates every org you manage; target one with X-Organization-ID (or \`
     fail(e);
   }
 });
+managed.command("performance").description(
+  "Daily spend, traffic and captured leads for the client orgs you manage \u2014 one organization with --organization, otherwise every client. A metric whose source dataset is missing or unreadable prints as '-' and is explained under coverage; it is never reported as zero."
+).option("--organization <slug>", "read one organization instead of every client org").option("--from <YYYY-MM-DD>", "first day to include (inclusive); defaults to 89 days before --to").option("--to <YYYY-MM-DD>", "last day to include (inclusive); defaults to today (UTC)").option("--daily", "one row per organization per day instead of window totals").option("--json", "print the raw JSON result instead of a table").action(
+  async (opts) => {
+    try {
+      const res = await new ErdoClient().managerPerformance({
+        organization_slug: opts.organization,
+        from: opts.from,
+        to: opts.to
+      });
+      if (opts.json) {
+        print(res);
+        return;
+      }
+      if (res.organizations.length === 0) {
+        console.log(res.message || "No organizations to read.");
+        return;
+      }
+      const cell = (v, digits = 0) => v === null ? "-" : v.toFixed(digits);
+      const total = (days, pick) => {
+        let sum = 0;
+        for (const day of days) {
+          const v = pick(day);
+          if (v === null) return null;
+          sum += v;
+        }
+        return sum;
+      };
+      if (opts.daily) {
+        const rows = [];
+        for (const org2 of res.organizations) {
+          for (const day of org2.days) {
+            rows.push([
+              org2.organization_slug,
+              day.date,
+              cell(day.spend, 2),
+              cell(day.clicks),
+              cell(day.visits),
+              cell(day.form_starts),
+              cell(day.leads_on_page),
+              cell(day.leads_captured)
+            ]);
+          }
+        }
+        printAlignedTable(
+          ["organization", "date", "spend", "clicks", "visits", "form starts", "page leads", "leads"],
+          rows
+        );
+      } else {
+        printAlignedTable(
+          ["organization", "spend", "clicks", "visits", "form starts", "page leads", "leads", "cost/lead"],
+          res.organizations.map((org2) => {
+            const spend = total(org2.days, (d) => d.spend);
+            const leads = total(org2.days, (d) => d.leads_captured);
+            const costPerLead = spend === null || leads === null || leads === 0 ? null : spend / leads;
+            return [
+              org2.organization_slug,
+              cell(spend, 2),
+              cell(total(org2.days, (d) => d.clicks)),
+              cell(total(org2.days, (d) => d.visits)),
+              cell(total(org2.days, (d) => d.form_starts)),
+              cell(total(org2.days, (d) => d.leads_on_page)),
+              cell(leads, 0),
+              cell(costPerLead, 2)
+            ];
+          })
+        );
+      }
+      process.stderr.write(`
+${res.from} to ${res.to} (${res.timezone} days)
+`);
+      for (const org2 of res.organizations) {
+        for (const gap of org2.coverage) {
+          process.stderr.write(
+            `${org2.organization_slug}: ${gap.metrics.join(", ")} unavailable \u2014 ${gap.reason}
+`
+          );
+        }
+      }
+    } catch (e) {
+      fail(e);
+    }
+  }
+);
 var tokenCmd = program.command("token").description("Manage your API tokens (account-level credentials)");
 tokenCmd.command("create").description("Mint a new API token; the secret is printed ONCE").requiredOption("--name <name>", "a label for the token").option("--expires-days <n>", "days until expiry (default: 30)", (v) => parseInt(v, 10)).addOption(
   orgOption("the token's default org (defaults to your active org; must be one you belong to)")
@@ -2871,7 +3099,7 @@ function splitVariantSpec(spec) {
     const key = eq > 0 ? trimmed.slice(0, eq).trim() : "";
     const startsToken = trimmed === "control" || trimmed === "is_control" || key !== "" && VARIANT_SPEC_KEYS.has(key);
     if (!startsToken && parts.length > 0 && COMMA_SAFE_VARIANT_KEYS.has(lastKey)) {
-      parts[parts.length - 1] += "," + raw;
+      parts[parts.length - 1] += `,${raw}`;
       continue;
     }
     parts.push(raw);
@@ -3381,9 +3609,13 @@ ${"Case".padEnd(34)}${res.models.map(modelCol).join("")}`);
     console.log(`
 ${"Summary (avg of all cases)".padEnd(34)}${res.models.map(modelCol).join("")}`);
     for (const stat of ["score", "pass", "cost", "secs"]) {
-      let line = `${"  " + stat}`.padEnd(34);
+      let line = `  ${stat}`.padEnd(34);
       for (const s of res.summary) {
-        const v = stat === "score" ? s.avg_score.toFixed(2) : stat === "pass" ? `${Math.round(s.pass_rate * 100)}%` : stat === "cost" ? `$${(s.avg_cost_millicents / 1e5).toFixed(3)}/case` : `${(s.avg_duration_ms / 1e3).toFixed(0)}s`;
+        let v;
+        if (stat === "score") v = s.avg_score.toFixed(2);
+        else if (stat === "pass") v = `${Math.round(s.pass_rate * 100)}%`;
+        else if (stat === "cost") v = `$${(s.avg_cost_millicents / 1e5).toFixed(3)}/case`;
+        else v = `${(s.avg_duration_ms / 1e3).toFixed(0)}s`;
         line += v.padEnd(18);
       }
       console.log(line);
@@ -3731,9 +3963,11 @@ function printRunDetail(detail, wantResources, wantSteps) {
         group.set(key, entry);
         byKind.set(kind, group);
       }
-      const kinds = [...byKind.keys()].sort(
-        (a, b) => a === "skill" ? -1 : b === "skill" ? 1 : a.localeCompare(b)
-      );
+      const kinds = [...byKind.keys()].sort((a, b) => {
+        if (a === "skill") return -1;
+        if (b === "skill") return 1;
+        return a.localeCompare(b);
+      });
       for (const kind of kinds) {
         console.log(`  ${kind}`);
         for (const entry of byKind.get(kind).values()) {
@@ -3811,6 +4045,46 @@ function decisionLine(d) {
   }
   return parts.join("	");
 }
+function renderApprovalCard(approval) {
+  console.log("");
+  console.log("Approval:");
+  const headline = approval.action_display || approval.action_headline;
+  if (headline) console.log(`  ${headline}`);
+  if (approval.action_context) console.log(`  ${approval.action_context}`);
+  for (const item of approval.items ?? []) {
+    const params = item.params ? Object.entries(item.params).map(([k, v]) => `${k}=${v}`).join(", ") : "";
+    console.log(`  - ${item.what}${params ? ` (${params})` : ""}`);
+    if (item.why) console.log(`    why: ${item.why}`);
+  }
+  if (approval.omitted_items) console.log(`  and ${approval.omitted_items} more`);
+  if (approval.occurrence_count && approval.occurrence_count > 1) {
+    console.log(`  proposed ${approval.occurrence_count}x`);
+  }
+}
+function renderReportEffect(e) {
+  if (e.measurability !== "measurable") {
+    const reason = e.unmeasurable_reason ? `: ${e.unmeasurable_reason}` : "";
+    console.log(`  ${e.metric || e.measurability} \u2014 ${e.measurability}${reason}`);
+    return;
+  }
+  const predicateValue = e.target_value ?? e.min_delta;
+  const predicate = [
+    e.metric,
+    e.success_operator,
+    predicateValue !== void 0 && predicateValue !== null ? formatNumber(predicateValue) : void 0
+  ].filter((p) => p !== void 0 && p !== null && p !== "").join(" ");
+  const windows = [];
+  if (e.baseline_window_days) windows.push(`baseline ${e.baseline_window_days}d`);
+  if (e.outcome_window_days) windows.push(`outcome ${e.outcome_window_days}d`);
+  const windowStr = windows.length ? ` (${windows.join(", ")})` : "";
+  console.log(`  ${predicate || e.metric || "effect"}${windowStr} \u2014 ${e.status}`);
+  if (e.baseline_value !== void 0 && e.baseline_value !== null && e.outcome_value !== void 0 && e.outcome_value !== null) {
+    const label = e.outcome_label ? ` (${e.outcome_label})` : "";
+    console.log(`    measured: ${formatNumber(e.baseline_value)} \u2192 ${formatNumber(e.outcome_value)}${label}`);
+  } else if (e.outcome_label) {
+    console.log(`    outcome: ${e.outcome_label}`);
+  }
+}
 decisionsCmd.command("list").description("List decisions, newest first").option("--workstream <slug>", "only decisions filed under this workstream/Strategy").option(
   "--source <source>",
   "producer family: approval | escalation | engine_gate | allocator | experiment | workstream_commitment"
@@ -3870,6 +4144,7 @@ function renderDecision(detail) {
     console.log("");
     console.log(`Why: ${d.why}`);
   }
+  if (d.alternatives_considered) console.log(`Alternatives considered: ${d.alternatives_considered}`);
   if (d.decider_rationale) console.log(`Decider said: ${d.decider_rationale}`);
   if (detail.actions.length) {
     console.log("");
@@ -3879,6 +4154,12 @@ function renderDecision(detail) {
       if (a.subject_label) console.log(`     subject: ${a.subject_label}`);
       if (a.effective_at) console.log(`     effective: ${a.effective_at}`);
       if (a.result_summary) console.log(`     result: ${a.result_summary}`);
+      if (a.annotations && Object.keys(a.annotations).length) {
+        console.log("     before:");
+        for (const [k, v] of Object.entries(a.annotations)) {
+          console.log(`       ${k}: ${compactJSON(v) ?? "null"}`);
+        }
+      }
     });
   }
   if (detail.effects.length) {
@@ -3896,13 +4177,28 @@ function renderDecision(detail) {
       if (e.unmeasurable_reason) console.log(`     reason: ${e.unmeasurable_reason}`);
     });
   }
-  if (detail.lineage.supersedes_slug || detail.lineage.superseded_by_slugs?.length) {
+  const lineage = detail.lineage;
+  if (lineage.supersedes_slug || lineage.superseded_by_slugs?.length || lineage.workstream_slug || lineage.attention_item_slug) {
     console.log("");
     console.log("Lineage:");
-    if (detail.lineage.supersedes_slug) console.log(`  replaced ${detail.lineage.supersedes_slug}`);
-    for (const slug of detail.lineage.superseded_by_slugs ?? []) {
+    if (lineage.supersedes_slug) console.log(`  replaced ${lineage.supersedes_slug}`);
+    for (const slug of lineage.superseded_by_slugs ?? []) {
       console.log(`  replaced by ${slug}`);
     }
+    if (lineage.workstream_slug) {
+      console.log(`  workstream: ${lineage.workstream_title || lineage.workstream_slug} (${lineage.workstream_slug})`);
+    }
+    if (lineage.attention_item_slug) {
+      console.log(
+        `  raised by: ${lineage.attention_item_title || lineage.attention_item_slug} (${lineage.attention_item_slug})`
+      );
+    }
+  }
+  if (lineage.approval) renderApprovalCard(lineage.approval);
+  else if (lineage.approval_unreadable) {
+    console.log("");
+    console.log("Approval:");
+    console.log("  The approval card could not be loaded.");
   }
 }
 decisionsCmd.command("show <slug>").description(
@@ -4176,9 +4472,7 @@ approvalsCmd.command("settings [mode]").description(
   try {
     const client = new ErdoClient();
     let gates;
-    if (opts.gates !== void 0) {
-      gates = opts.gates.split(",").map((g) => g.trim()).filter(Boolean);
-    } else {
+    if (opts.gates === void 0) {
       switch (mode) {
         case void 0:
           break;
@@ -4195,6 +4489,8 @@ approvalsCmd.command("settings [mode]").description(
         default:
           throw new Error(`unknown mode ${mode} \u2014 use safe | all | reset, or --gates spend,destructive`);
       }
+    } else {
+      gates = opts.gates.split(",").map((g) => g.trim()).filter(Boolean);
     }
     if (gates !== void 0) {
       await client.setApprovalSettings(gates);
@@ -4212,19 +4508,100 @@ approvalsCmd.command("settings [mode]").description(
   }
 });
 var attnCmd = program.command("attention").description("The attention feed \u2014 digests, choices, escalations awaiting a human");
-attnCmd.command("list").description("List attention items").option("--status <status...>", "open | answered | dismissed | expired").option("--open", "shorthand for --status open").option("--engine-actions", "only engine-generated items").option("--item <idOrSlug>", "read one item: its slug or its uuid").option("-n, --limit <n>", "max items", (v) => parseInt(v, 10)).option("--offset <n>", "pagination offset", (v) => parseInt(v, 10)).action(
+function attentionItemLine(item) {
+  return [item.slug, item.severity, item.kind, item.status, item.title].join("	");
+}
+function renderAttentionItemReport(item, report) {
+  console.log("");
+  console.log("Safe default:");
+  const expires = formatDate(item.expires_at);
+  if (report.proposed_answer) {
+    if (!expires) {
+      console.log(`  Erdo proposes: ${report.proposed_answer}`);
+      console.log("  No deadline \u2014 nothing applies until somebody answers");
+    } else if (report.safe_default_approves) {
+      console.log(`  If nobody answers: ${report.proposed_answer}`);
+      console.log(`  Applies ${expires}`);
+    } else {
+      console.log(`  Erdo proposes: ${report.proposed_answer}`);
+      console.log(`  If nobody answers, Erdo will NOT do this \u2014 the item closes ${expires}`);
+    }
+  } else {
+    console.log(expires ? `  Closes unanswered ${expires}` : "  Does not expire");
+  }
+  if (report.has_pending_action) console.log("  Holds a pending engine action");
+  const safeDefault = compactJSON(report.safe_default);
+  if (safeDefault) console.log(`  Default answer: ${safeDefault}`);
+  if (report.workstream_slug || report.workstream_title) {
+    console.log("");
+    console.log("Workstream:");
+    console.log(`  ${report.workstream_title || report.workstream_slug} (${report.workstream_slug})`);
+  }
+  if (report.decision_slug) {
+    console.log("");
+    console.log("Decision:");
+    if (report.decision) {
+      const d = report.decision;
+      console.log(`  ${d.slug} \u2014 ${d.what}`);
+      if (d.why) console.log(`    why: ${d.why}`);
+      if (d.alternatives_considered) console.log(`    alternatives considered: ${d.alternatives_considered}`);
+      console.log(`    decided by: ${d.decider_kind}`);
+      console.log(`    status: ${d.status}`);
+      if (d.outcome_label) console.log(`    outcome: ${d.outcome_label}`);
+    } else {
+      console.log(`  ${report.decision_slug} \u2014 exists, but in a project you cannot view`);
+    }
+  }
+  if (report.approval) renderApprovalCard(report.approval);
+  else if (report.approval_unreadable) {
+    console.log("");
+    console.log("Approval:");
+    console.log("  The approval card could not be loaded.");
+  }
+  if (report.effects?.length) {
+    console.log("");
+    console.log("Predicted vs measured:");
+    for (const e of report.effects) renderReportEffect(e);
+  }
+  if (report.related_items?.length) {
+    console.log("");
+    console.log("Earlier items:");
+    for (const r of report.related_items) {
+      const reasons = [r.same_workstream ? "same workstream" : void 0, r.same_title ? "same title" : void 0].filter(Boolean).join(", ");
+      const created = formatDate(r.created_at) ?? r.created_at;
+      console.log(
+        `  [${r.severity}] ${r.status} \u2014 ${r.title} (${r.slug}) \u2014 ${created}${reasons ? ` \u2014 ${reasons}` : ""}`
+      );
+    }
+  }
+}
+attnCmd.command("list").description("List attention items").option("--status <status...>", "open | answered | dismissed | expired").option("--open", "shorthand for --status open").option("--engine-actions", "only engine-generated items").option("--item <idOrSlug>", "read one item: its slug or its uuid").option("--org <slug>", "read another organization's feed \u2014 yours, or a client you manage").option(
+  "--subject-kind <kind>",
+  "only items about this kind of thing: google_ads_campaign | meta_ads_campaign | google_ads_ad_group | google_ads_ad | page | dataset | workstream"
+).option("--subject-id <id>", "with --subject-kind, only items about this exact subject").option("-n, --limit <n>", "max items", (v) => parseInt(v, 10)).option("--offset <n>", "pagination offset", (v) => parseInt(v, 10)).option("--json", "output raw JSON").action(
   async (opts) => {
     try {
       const statuses = opts.status?.length ? opts.status : opts.open ? ["open"] : void 0;
-      print(
-        await new ErdoClient().listAttentionItems({
-          statuses,
-          engine_actions_only: opts.engineActions,
-          item_id: opts.item,
-          limit: opts.limit,
-          offset: opts.offset
-        })
-      );
+      const res = await new ErdoClient().listAttentionItems({
+        statuses,
+        engine_actions_only: opts.engineActions,
+        item_id: opts.item,
+        organization_slug: opts.org,
+        subject_kind: opts.subjectKind,
+        subject_id: opts.subjectId,
+        limit: opts.limit,
+        offset: opts.offset
+      });
+      if (opts.json) {
+        print(res);
+        return;
+      }
+      if (!res.items.length) {
+        console.log("No attention items match. Widen the filters.");
+        return;
+      }
+      for (const item of res.items) console.log(attentionItemLine(item));
+      if (res.report) renderAttentionItemReport(res.items[0], res.report);
     } catch (e) {
       fail(e);
     }
@@ -4235,7 +4612,7 @@ attnCmd.command("respond <id>").description(
 ).option("--answer <json>", `a JSON answer, e.g. '{"q1":["option-a"]}'`).option(
   "--flag-broken <json>",
   'flag choice variants as broken: JSON array [{"variant_key":"...","reason":"..."}]'
-).option("--ack", "mark read / acknowledge").option("--dismiss", "dismiss the item").action(
+).option("--ack", "mark read / acknowledge").option("--dismiss", "dismiss the item").option("--org <slug>", "the organization holding the item \u2014 yours, or a client you manage").action(
   async (id, opts) => {
     try {
       if (opts.ack || opts.dismiss) {
@@ -4247,7 +4624,8 @@ attnCmd.command("respond <id>").description(
         }
         print(
           await new ErdoClient().respondAttentionItem(id, {
-            action: opts.ack ? "acknowledge" : "dismiss"
+            action: opts.ack ? "acknowledge" : "dismiss",
+            organization_slug: opts.org
           })
         );
         return;
@@ -4255,7 +4633,7 @@ attnCmd.command("respond <id>").description(
       if (opts.answer === void 0 && opts.flagBroken === void 0) {
         fail(new Error("provide one of --answer, --flag-broken, --ack, or --dismiss"));
       }
-      const input = { action: "answer" };
+      const input = { action: "answer", organization_slug: opts.org };
       if (opts.answer !== void 0) {
         try {
           input.answer = JSON.parse(opts.answer);
@@ -4311,7 +4689,19 @@ pageFeedbackCmd.command("record").description(
         );
       }
       let items;
-      if (opts.items !== void 0) {
+      if (opts.items === void 0) {
+        if (!opts.experiment || !opts.variant || !opts.feedback) {
+          throw new Error("provide --items, or all of --experiment, --variant, --feedback");
+        }
+        items = [
+          {
+            experiment_slug: opts.experiment,
+            variant_key: opts.variant,
+            feedback: opts.feedback,
+            image_bucket_key: opts.imageKey
+          }
+        ];
+      } else {
         let parsed;
         try {
           parsed = JSON.parse(readMaybeFile(opts.items));
@@ -4324,18 +4714,6 @@ pageFeedbackCmd.command("record").description(
           throw new Error("--items must be a JSON array of {experiment_slug, variant_key, feedback} objects");
         }
         items = parsed;
-      } else {
-        if (!opts.experiment || !opts.variant || !opts.feedback) {
-          throw new Error("provide --items, or all of --experiment, --variant, --feedback");
-        }
-        items = [
-          {
-            experiment_slug: opts.experiment,
-            variant_key: opts.variant,
-            feedback: opts.feedback,
-            image_bucket_key: opts.imageKey
-          }
-        ];
       }
       print(await new ErdoClient().recordPageFeedback(items));
     } catch (e) {
@@ -4581,7 +4959,7 @@ reviewsCmd.command("decide <id>").description(
         opts.apply ? "apply" : null,
         opts.resolve ? "resolve" : null,
         opts.reject ? "reject" : null,
-        opts.snooze !== void 0 ? "snooze" : null
+        opts.snooze === void 0 ? null : "snooze"
       ].filter(Boolean);
       if (chosen.length !== 1) {
         fail(new Error("provide exactly one of --apply, --resolve, --reject, or --snooze"));
@@ -4601,6 +4979,11 @@ reviewsCmd.command("decide <id>").description(
   }
 );
 var pagesCmd = program.command("pages").description("Create and manage pages/artifacts");
+function publicFlag(opts) {
+  if (opts.public) return true;
+  if (opts.private) return false;
+  return void 0;
+}
 function grantList(v) {
   if (v === void 0) return void 0;
   if (v.trim() === "[]") return [];
@@ -4676,7 +5059,9 @@ pagesCmd.command("update <id>").description(
         writable_dataset_slugs: grantList(opts.writableDatasets),
         kv_slugs: grantList(opts.kv),
         writable_kv_slugs: grantList(opts.writableKv),
-        public: opts.public ? true : opts.private ? false : void 0,
+        // --public and --private are mutually exclusive flags; neither set
+        // leaves the server's default standing.
+        public: publicFlag(opts),
         request_review: !!opts.requestReview
       });
       console.log(`${res.id}	${res.public_url || res.url}`);
@@ -5041,11 +5426,13 @@ sendingDomainsCmd.command("remove <domain>").description(
 });
 emailCmd.command("received").description(
   "Read the mail that arrived at the org's sending domain, newest first \u2014 usually leads replying to outreach an agent sent. Omit --domain: an org has one sending domain and the read resolves it."
-).option("--domain <domain>", "the sending domain to read (only needed if the org has more than one)").option("--limit <n>", "maximum messages to return, newest first").option("--json", "print the raw JSON result instead of the message list").action(async (opts) => {
+).option("--domain <domain>", "the sending domain to read (only needed if the org has more than one)").option("--limit <n>", "maximum messages to return, newest first").option("--lead-ref <ref>", "only one lead's email conversation with the desk").option("--dataset <slug>", "with --lead-ref, only that lead dataset").option("--json", "print the raw JSON result instead of the message list").action(async (opts) => {
   try {
     const res = await new ErdoClient().listReceivedEmails({
       domain: opts.domain,
-      limit: opts.limit ? Number(opts.limit) : void 0
+      limit: opts.limit ? Number(opts.limit) : void 0,
+      leadRef: opts.leadRef,
+      dataset: opts.dataset
     });
     if (opts.json) {
       print(res);
@@ -5062,12 +5449,17 @@ emailCmd.command("received").description(
 `);
     for (const m of emails) {
       const who = m.from_name ? `${m.from_name} <${m.from_email}>` : m.from_email;
-      console.log(`${m.received_at}	${who}	${m.subject || "(no subject)"}`);
+      const side = m.direction ? `	[${m.direction}${m.lead_email ? ` \xB7 lead ${m.lead_email}` : ""}]` : "";
+      console.log(`${m.received_at}	${who}	${m.subject || "(no subject)"}${side}`);
       const preview = (m.text_preview || "").replace(/\s+/g, " ").trim();
       if (preview) console.log(`    ${preview.length > 160 ? `${preview.slice(0, 160)}\u2026` : preview}`);
-      console.log(
-        m.forwarded_at ? `    forwarded ${m.forwarded_at}` : "    not forwarded \u2014 this one is in Erdo only, so nobody on your side has necessarily seen it"
-      );
+      if (m.relay_skip_reason) {
+        console.log(`    kept in Erdo, not relayed (${m.relay_skip_reason})`);
+      } else {
+        console.log(
+          m.forwarded_at ? `    ${m.relayed_email_id ? "relayed" : "forwarded"} ${m.forwarded_at}` : "    not forwarded \u2014 this one is in Erdo only, so nobody on your side has necessarily seen it"
+        );
+      }
     }
   } catch (e) {
     fail(e);
@@ -5265,6 +5657,8 @@ voiceCallsCmd.command("list").description("List the organization's phone calls,
           "status",
           "secs",
           "transcript",
+          "placed by",
+          "dial",
           "contact",
           "lead",
           "lead ref",
@@ -5279,6 +5673,10 @@ voiceCallsCmd.command("list").description("List the organization's phone calls,
           call.status,
           call.duration_seconds,
           call.has_transcript ? "yes" : "no",
+          // "-" rather than blank: a call the AI agent placed has no person
+          // behind it, which is a fact, not a missing value.
+          call.placed_by_name || "-",
+          call.dial_outcome || "-",
           contactLabel(call.contact),
           leadStatusLabel(call.lead_status),
           leadReferenceLabel(call.lead_reference),
@@ -5298,7 +5696,7 @@ voiceCallsCmd.command("list").description("List the organization's phone calls,
   }
 );
 voiceCallsCmd.command("get <callID>").description(
-  "Read one phone call in full: transcript, summary, per-turn LLM metrics, and the lead it produced (contact, lead_status, lead_saved_at, canonical_lead_id, lead_reference)"
+  "Read one phone call in full: transcript, summary, per-turn LLM metrics, who placed it by hand (placed_by_name) and what became of the lead's leg (dial_outcome), and the lead it produced (contact, lead_status, lead_saved_at, canonical_lead_id, lead_reference)"
 ).action(async (callID) => {
   try {
     print(await new ErdoClient().getVoiceCall(callID));
@@ -5537,12 +5935,14 @@ voiceNumbersCmd.command("list").description("List the organization's numbers wit
     if (numbers.length === 0) {
       console.log("This organization holds no phone numbers.");
     } else {
+      const callable = new Set(res.person_call_numbers ?? []);
       printAlignedTable(
-        ["number", "agent", "kind", "status", "waiting on", "reason"],
+        ["number", "agent", "kind", "calls", "status", "waiting on", "reason"],
         numbers.map((n) => [
           n.address,
           n.agent_ref ?? "",
           n.sender_kind,
+          callable.has(n.address) ? "yes" : "",
           n.status,
           n.next_step ?? "",
           n.reason ?? ""
@@ -5608,7 +6008,27 @@ voiceNumbersCmd.command("provision-sms <number>").description("Ask for A2P SMS r
     fail(e);
   }
 });
-var voiceAgentsCmd = voiceCmd.command("agents").description("Settings on a voice agent itself");
+var voiceAgentsCmd = voiceCmd.command("agents").description("List the organization's concierges and change settings on one");
+voiceAgentsCmd.command("list", { isDefault: true }).description(
+  "List the organization's concierges: the voice agents that answer its website widget, its phone and its texts. The id is what the lead playbook stores as its linked concierge (`erdo leads playbook set --agent-id`). Archived agents are not listed."
+).option("--json", "print the raw JSON result instead of a table").action(async (opts) => {
+  try {
+    const res = await new ErdoClient().listVoiceAgents();
+    if (opts.json) {
+      print(res);
+      return;
+    }
+    if (!res.agents.length) {
+      console.error("(no concierges in this organization)");
+      return;
+    }
+    for (const a of res.agents) {
+      console.log(`${a.id}	${a.slug}	${a.phone_number || "-"}	${a.name}`);
+    }
+  } catch (e) {
+    fail(e);
+  }
+});
 voiceAgentsCmd.command("sms-replies <slug>").description("Turn a voice agent's answering of texts on or off").option("--on", "the agent answers texts sent to its own number").option("--off", "texts still arrive and stay readable; the agent does not write back").action(async (slug, opts) => {
   if (Boolean(opts.on) === Boolean(opts.off)) {
     fail(new Error("say which way: pass --on or --off (exactly one)"));
@@ -5627,6 +6047,28 @@ voiceAgentsCmd.command("sms-replies <slug>").description("Turn a voice agent's a
     fail(e);
   }
 });
+voiceAgentsCmd.command("whatsapp-replies <slug>").description("Turn a voice agent's answering on WhatsApp on or off").option("--on", "the agent answers WhatsApp messages sent to its own number").option("--off", "messages still arrive and stay readable; the agent does not write back").action(async (slug, opts) => {
+  if (Boolean(opts.on) === Boolean(opts.off)) {
+    fail(new Error("say which way: pass --on or --off (exactly one)"));
+  }
+  try {
+    const agent = await new ErdoClient().setVoiceAgentWhatsAppReplies(slug, Boolean(opts.on));
+    console.log(
+      `${agent.slug}	${agent.whatsapp_replies_enabled ? "on" : "off"}	${agent.phone_number ?? "-"}	${agent.name}`
+    );
+    if (!agent.phone_number) {
+      process.stderr.write(
+        "this agent has no phone number yet \u2014 the setting is stored and applies once it gets one\n"
+      );
+    } else {
+      process.stderr.write(
+        "the number also has to be set up as a WhatsApp sender before any reply can go out\n"
+      );
+    }
+  } catch (e) {
+    fail(e);
+  }
+});
 var datasetsCmd = program.command("datasets").description("Datasets");
 datasetsCmd.command("list").description("List datasets").option(
   "--class <class>",
@@ -6070,8 +6512,10 @@ refreshCmd.command("set <slug>").description(
         const slugs = opts.contextDatasets.split(",").map((s) => s.trim()).filter(Boolean);
         if (slugs.length) body.context_dataset_slugs = slugs;
       }
-      if (typeof opts.onView === "boolean") body.refresh_on_view_enabled = opts.onView;
-      if (opts.staleAfter !== void 0) body.refresh_on_view_stale_after_seconds = opts.staleAfter;
+      if (opts.onView !== void 0) body.refresh_on_view_enabled = opts.onView;
+      if (opts.staleAfter !== void 0) {
+        body.refresh_on_view_stale_after_seconds = opts.staleAfter;
+      }
       if (opts.debounce !== void 0) body.refresh_on_view_debounce_seconds = opts.debounce;
       if (opts.liveWriteMode) body.live_write_mode = opts.liveWriteMode;
       if (opts.payloadSchema) {
@@ -6208,7 +6652,9 @@ filterCmd.command("list <slug>").description("List the default filters on a data
     fail(e);
   }
 });
-var leadsCmd = program.command("leads").description("Read leads in a lead dataset, and merge two that are the same person");
+var leadsCmd = program.command("leads").description(
+  "Read leads in a lead dataset, merge two that are the same person, and run the lead playbook that suggests each lead's next action"
+);
 leadsCmd.command("get <dataset> <lead>").description(
   "Read one lead: its permanent canonical_lead_id, the email and phone evidence bound to it, its dataset row, the leads merged into it, and its capture history. <lead> is either the canonical_lead_id UUID or the 22-character lead reference, and an id that has since been merged away resolves to the lead it became \u2014 so an id read off an old capture response still works."
 ).option("--json", "print the raw JSON result instead of a summary").action(async (dataset, lead, opts) => {
@@ -6305,6 +6751,404 @@ leadsCmd.command("merge <dataset> <survivor>").description(
     }
   }
 );
+var leadPlaybookCmd = leadsCmd.command("playbook").description("Read, try and save the lead playbook: the plain-text rules for what Erdo does next with each lead");
+leadPlaybookCmd.command("get").description(
+  "Show the saved playbook: whether the sweep is enabled, the daily contact cap, the read-back Erdo enforces (each action's mode and the working hours), and the text. An organization that never saved one sees the default template."
+).option("--json", "print the raw JSON result instead of a summary").action(async (opts) => {
+  try {
+    const res = await new ErdoClient().getLeadPlaybook();
+    if (opts.json) {
+      print(res);
+      return;
+    }
+    printLeadPlaybook(res);
+  } catch (e) {
+    fail(e);
+  }
+});
+leadPlaybookCmd.command("set").description(
+  "Save the playbook text from a file. Erdo reads it into the typed read-back and stores both; a text it cannot read is refused rather than saved with a guess. --enable turns the sweep on, which lets Erdo email leads automatically wherever the text marks email automatic. Organization admins only."
+).requiredOption("-f, --file <path>", "file holding the full playbook text").option("--enable", "turn the sweep on for the organization").option("--disable", "turn the sweep off for the organization").option(
+  "--daily-contact-cap <n>",
+  "emails sent or put in front of a person per 24 hours, 0 to 500 (default 40)",
+  (v) => parseInt(v, 10)
+).option(
+  "--agent-id <id>",
+  "link the concierge every draft is written as, by its id from `erdo voice agents`. Unlike the other options this one is not kept: leave it off and the link is cleared"
+).option("--json", "print the raw JSON result instead of a summary").action(
+  async (opts) => {
+    try {
+      if (opts.enable && opts.disable) {
+        throw new Error("pass --enable or --disable, not both");
+      }
+      if (opts.dailyContactCap !== void 0 && !Number.isInteger(opts.dailyContactCap)) {
+        throw new Error("--daily-contact-cap must be a whole number");
+      }
+      const body = readFileSync4(opts.file, "utf8");
+      const res = await new ErdoClient().putLeadPlaybook({
+        body,
+        enabled: opts.enable ? true : opts.disable ? false : void 0,
+        daily_contact_cap: opts.dailyContactCap,
+        agent_id: opts.agentId
+      });
+      if (opts.json) {
+        print(res);
+        return;
+      }
+      console.log(`Saved revision ${res.revision}.`);
+      printLeadPlaybook(res, { withBody: false });
+    } catch (e) {
+      fail(e);
+    }
+  }
+);
+leadPlaybookCmd.command("read-back").description(
+  "Show how Erdo reads a draft playbook without saving it: the stages, each action's mode after platform limits, the limits Erdo added, and the working hours."
+).requiredOption("-f, --file <path>", "file holding the draft playbook text").option(
+  "--agent-id <id>",
+  "read the draft back as saving it with that concierge would; leave it off to read it back with none, which is what saving with none does"
+).option("--json", "print the raw JSON result instead of a summary").action(async (opts) => {
+  try {
+    const res = await new ErdoClient().readLeadPlaybook(readFileSync4(opts.file, "utf8"), opts.agentId);
+    if (opts.json) {
+      print(res);
+      return;
+    }
+    printLeadReadBack(res);
+  } catch (e) {
+    fail(e);
+  }
+});
+leadPlaybookCmd.command("revisions").description(
+  "List every saved version of the playbook, newest first: the revision number, whether the sweep was on, the daily cap, the concierge it was saved with and who saved it when. History starts at the revision that was current when Erdo began keeping it."
+).option("--limit <n>", "maximum revisions to return (default 20, maximum 100)", (v) => parseInt(v, 10)).option("--offset <n>", "revisions to skip, for paging further back", (v) => parseInt(v, 10)).option("--json", "print the raw JSON result instead of a summary").action(async (opts) => {
+  try {
+    const res = await new ErdoClient().listLeadPlaybookRevisions({ limit: opts.limit, offset: opts.offset });
+    if (opts.json) {
+      print(res);
+      return;
+    }
+    if (!res.revisions?.length) {
+      console.log("No playbook revisions are kept for this organization.");
+      return;
+    }
+    printAlignedTable(
+      ["revision", "saved", "enabled", "daily cap", "concierge", "saved by"],
+      res.revisions.map((r) => [
+        String(r.revision),
+        r.saved_at,
+        r.enabled ? "yes" : "no",
+        String(r.daily_contact_cap),
+        r.agent_id ?? "none",
+        r.saved_by ?? ""
+      ])
+    );
+    console.log(`
+${res.revisions.length} of ${res.total} kept revision(s). Read one with \`erdo leads playbook revision <n>\`.`);
+  } catch (e) {
+    fail(e);
+  }
+});
+leadPlaybookCmd.command("revision <revision>").description(
+  "Show one saved revision in full: the text exactly as it was saved and the read-back exactly as Erdo understood it then. This is what explains a decision whose playbook_revision names it."
+).option("--json", "print the raw JSON result instead of a summary").action(async (revision, opts) => {
+  try {
+    const n = parseInt(revision, 10);
+    if (!Number.isFinite(n) || n <= 0) {
+      fail(new Error("revision must be a positive number"));
+      return;
+    }
+    const res = await new ErdoClient().getLeadPlaybookRevision(n);
+    if (opts.json) {
+      print(res);
+      return;
+    }
+    printLeadPlaybookRevision(res);
+  } catch (e) {
+    fail(e);
+  }
+});
+leadsCmd.command("timeline <dataset> <lead>").description(
+  "Show everything the next-action evaluation reads about one lead: captures, sent emails, replies, SMS, calls, website chats, bookings and earlier suggestions in time order, plus the timing facts a follow-up rule matches on. <lead> is the canonical_lead_id UUID or the 22-character lead reference."
+).option("--json", "print the raw JSON result instead of a summary").action(async (dataset, lead, opts) => {
+  try {
+    const res = await new ErdoClient().getLeadTimeline(dataset, lead);
+    if (opts.json) {
+      print(res);
+      return;
+    }
+    console.log(`lead       ${res.canonical_lead_id}`);
+    console.log(`reference  ${res.lead_reference}`);
+    console.log(`dataset    ${res.dataset_slug}`);
+    if (res.entries?.length) {
+      console.log("\nentries");
+      printAlignedTable(
+        ["when", "kind", "direction", "status", "summary"],
+        res.entries.map((e) => [e.at, e.kind, e.direction ?? "", e.status ?? "", clipLeadText(e.summary, 90)])
+      );
+    } else {
+      console.log("\nNo timeline entries.");
+    }
+    console.log("\ntiming");
+    printAlignedTable(
+      ["fact", "value"],
+      Object.entries(res.timing ?? {}).map(([k, v]) => [k, v === null || v === void 0 ? "" : String(v)])
+    );
+    for (const [source, reason] of Object.entries(res.unavailable ?? {})) {
+      console.log(`
+unavailable: ${source} \u2014 ${reason}`);
+    }
+  } catch (e) {
+    fail(e);
+  }
+});
+var leadNextActionsCmd = leadsCmd.command("next-actions").description("Read the suggested next action for each lead, hold or close a lead, and dry-run the playbook on one lead");
+leadNextActionsCmd.command("list").description(
+  "List each lead's current suggestion, highest priority first. --status pending_approval lists the cards waiting for a person."
+).option("--dataset <slug>", "narrow to one lead dataset").option(
+  "--status <status>",
+  "queued, pending_approval, executing, executed, approved (a text or call somebody said yes to, not yet carried out), rejected, expired, superseded, failed or recorded"
+).option("--priority <priority>", "high, medium or low").option("-l, --limit <n>", "maximum suggestions to return (default 50, maximum 200)", (v) => parseInt(v, 10)).option("--offset <n>", "skip that many suggestions, for paging", (v) => parseInt(v, 10)).option("--json", "print the raw JSON result instead of a table").action(
+  async (opts) => {
+    try {
+      const res = await new ErdoClient().listLeadNextActions({
+        dataset: opts.dataset,
+        status: opts.status,
+        priority: opts.priority,
+        limit: opts.limit,
+        offset: opts.offset
+      });
+      if (opts.json) {
+        print(res);
+        return;
+      }
+      const items = res.next_actions ?? [];
+      if (items.length === 0) {
+        console.log("No lead next actions match.");
+        return;
+      }
+      printAlignedTable(
+        ["priority", "status", "action", "mode", "lead", "evaluated", "rationale"],
+        items.map((a) => [
+          a.priority,
+          a.status,
+          a.action_kind,
+          a.mode,
+          a.lead_reference,
+          a.evaluated_at,
+          clipLeadText(a.rationale, 80)
+        ])
+      );
+      if (items.length === res.limit) {
+        console.log(`
+More may follow: --offset ${res.offset + res.limit}`);
+      }
+    } catch (e) {
+      fail(e);
+    }
+  }
+);
+leadNextActionsCmd.command("history <dataset> <lead>").description(
+  "Show every decision about one lead, newest first: what was suggested, why, and what became of it. <lead> is the canonical_lead_id UUID or the 22-character lead reference."
+).option("--json", "print the raw JSON result instead of a table").action(async (dataset, lead, opts) => {
+  try {
+    const res = await new ErdoClient().getLeadNextActions(dataset, lead);
+    if (opts.json) {
+      print(res);
+      return;
+    }
+    const items = res.next_actions ?? [];
+    if (items.length === 0) {
+      console.log("No decisions have been recorded for this lead.");
+      return;
+    }
+    printAlignedTable(
+      ["evaluated", "source", "action", "mode", "status", "emailed", "rationale"],
+      items.map((a) => [
+        a.evaluated_at,
+        a.source,
+        a.action_kind,
+        a.mode,
+        a.status,
+        // Whether the lead heard anything while this decision waited for a
+        // person. On a call or a text card it is the difference between a
+        // lead sitting in silence and one holding a booking link.
+        a.accompanying_email?.status ?? "-",
+        clipLeadText(a.rationale, 80)
+      ])
+    );
+  } catch (e) {
+    fail(e);
+  }
+});
+leadNextActionsCmd.command("hold <dataset> <lead>").description(
+  "Tell Erdo the sales desk is handling this lead. The lead's open suggestion is replaced and any card it filed is withdrawn, so Erdo does not email someone the desk is already talking to. The hold ends at --until (default seven days, at most 180) or when the lead writes back."
+).option("--until <time>", "when the hold ends, as an RFC 3339 time, e.g. 2026-10-01T09:00:00-04:00").option("--note <text>", "why, in the desk's words").option("--json", "print the raw JSON result instead of a summary").action(async (dataset, lead, opts) => {
+  try {
+    let until;
+    if (opts.until) {
+      const ms = Date.parse(opts.until);
+      if (Number.isNaN(ms)) throw new Error(`--until is not a time: ${opts.until}`);
+      until = new Date(ms).toISOString();
+    }
+    const res = await new ErdoClient().recordLeadNextAction(dataset, lead, { kind: "hold", until, note: opts.note });
+    if (opts.json) {
+      print(res);
+      return;
+    }
+    printRecordedLeadDecision(res);
+  } catch (e) {
+    fail(e);
+  }
+});
+leadNextActionsCmd.command("close <dataset> <lead>").description(
+  "Stop working this lead. The lead's open suggestion is replaced and any card it filed is withdrawn; Erdo suggests nothing more until the lead gets in touch again."
+).option("--note <text>", "why, in the desk's words").option("--json", "print the raw JSON result instead of a summary").action(async (dataset, lead, opts) => {
+  try {
+    const res = await new ErdoClient().recordLeadNextAction(dataset, lead, { kind: "close", note: opts.note });
+    if (opts.json) {
+      print(res);
+      return;
+    }
+    printRecordedLeadDecision(res);
+  } catch (e) {
+    fail(e);
+  }
+});
+leadNextActionsCmd.command("evaluate <dataset> <lead>").description(
+  "Dry-run the playbook on one lead: show the decision Erdo would make now, with the email or handoff it would write, the rule it cites and why. Nothing is stored and nothing is sent. --file tries a draft playbook instead of the saved one."
+).option("-f, --file <path>", "a draft playbook text to evaluate with instead of the saved one").option("--agent-id <id>", "try the draft as that concierge, from `erdo voice agents`; only read alongside --file").option("--json", "print the raw JSON result instead of a summary").action(async (dataset, lead, opts) => {
+  try {
+    const body = opts.file ? readFileSync4(opts.file, "utf8") : void 0;
+    const res = await new ErdoClient().evaluateLeadNextAction(dataset, lead, body, opts.agentId);
+    if (opts.json) {
+      print(res);
+      return;
+    }
+    const ev = res.evaluation;
+    if (res.agent) console.log(`as         ${res.agent.name} (${res.agent.slug})`);
+    console.log(`stage      ${ev.stage}`);
+    console.log(`priority   ${ev.priority}${ev.priority_reason ? ` \u2014 ${ev.priority_reason}` : ""}`);
+    const proposed = ev.proposed_kind && ev.proposed_kind !== ev.action_kind ? ` (proposed ${ev.proposed_kind})` : "";
+    console.log(`action     ${ev.action_kind}${proposed}`);
+    console.log(`mode       ${ev.mode}`);
+    if (ev.due_at) console.log(`due        ${ev.due_at}`);
+    console.log(`rule       ${ev.rule ? `"${ev.rule}"` : "(none)"}${ev.rule_verified ? "" : " \u2014 not found in the playbook"}`);
+    console.log(`
+${ev.rationale}`);
+    const input = ev.action_input;
+    if (input.email) {
+      console.log(`
+email to ${input.to ?? "(no address)"}`);
+      console.log(`subject: ${input.email.subject}
+`);
+      console.log(input.email.body_markdown);
+    }
+    if (input.handoff) {
+      const channel = input.handoff.suggested_channel ? ` (by ${input.handoff.suggested_channel})` : "";
+      console.log(`
+handoff${channel}: ${input.handoff.summary}`);
+    }
+    if (input.sms) {
+      console.log(`
+text to send:
+${input.sms.body}`);
+    }
+    if (input.agent_instructions) {
+      console.log(`
+for the concierge \u2014 ${input.agent_instructions.objective}`);
+      console.log(input.agent_instructions.instructions);
+    }
+    if (input.downgrade_cause) {
+      console.log(`
+why a person decides: ${input.downgrade_cause}`);
+    }
+  } catch (e) {
+    fail(e);
+  }
+});
+function clipLeadText(text, max) {
+  const flat = (text ?? "").replace(/\s+/g, " ").trim();
+  return flat.length > max ? `${flat.slice(0, max - 1)}\u2026` : flat;
+}
+function printLeadPlaybook(pb, opts = {}) {
+  if (!pb.exists) {
+    console.log("No playbook is saved. This is the default template; save one with `erdo leads playbook set`.");
+  } else {
+    console.log(`revision   ${pb.revision}${pb.updated_at ? ` (saved ${pb.updated_at})` : ""}`);
+  }
+  console.log(`enabled    ${pb.enabled ? "yes" : "no"}`);
+  console.log(`daily cap  ${pb.daily_contact_cap}`);
+  if (pb.agent) {
+    console.log(`concierge  ${pb.agent.name} (${pb.agent.slug})${pb.agent.phone_number ? ` ${pb.agent.phone_number}` : ""}`);
+  } else if (pb.agent_id) {
+    console.log(`concierge  ${pb.agent_id} \u2014 archived; pick another with \`erdo leads playbook set --agent-id\``);
+  } else {
+    console.log("concierge  none \u2014 texts and calls cannot be proposed");
+  }
+  if (pb.exists) {
+    console.log("");
+    printLeadReadBack(pb.read_back);
+  }
+  if (opts.withBody !== false) {
+    console.log("\n--- playbook ---");
+    console.log(pb.body);
+  }
+}
+function printLeadReadBack(rb) {
+  if (rb.actions?.length) {
+    printAlignedTable(
+      ["action", "mode", "when"],
+      rb.actions.map((a) => [a.kind, a.mode, clipLeadText(a.when, 80)])
+    );
+  }
+  if (rb.working_hours) {
+    const wh = rb.working_hours;
+    console.log(`
+working hours  ${wh.days.join(", ")} ${wh.start}\u2013${wh.end} ${wh.timezone}`);
+  }
+  if (rb.stages?.length) {
+    console.log("\nstages");
+    printAlignedTable(
+      ["stage", "actions", "summary"],
+      rb.stages.map((s) => [s.name, s.actions.join(", "), clipLeadText(s.summary, 80)])
+    );
+  }
+  if (rb.priority) {
+    console.log("\npriority Erdo read from the text (not enforced)");
+    printAlignedTable(
+      ["level", "conditions"],
+      [
+        ["high", rb.priority.high.join("; ") || "\u2014"],
+        ["medium", rb.priority.medium.join("; ") || "\u2014"],
+        ["low", rb.priority.low.join("; ") || "\u2014"]
+      ]
+    );
+    if (rb.priority.forbidden_factors?.length) {
+      console.log(`
+must not affect priority  ${rb.priority.forbidden_factors.join(", ")}`);
+    }
+  }
+  if (rb.limits?.length) {
+    console.log("\nlimits Erdo applied");
+    for (const l of rb.limits) console.log(`  ${l.kind} \u2192 ${l.mode}: ${l.reason}`);
+  }
+}
+function printLeadPlaybookRevision(rev) {
+  console.log(`revision   ${rev.revision} (saved ${rev.saved_at}${rev.saved_by ? ` by ${rev.saved_by}` : ""})`);
+  console.log(`enabled    ${rev.enabled ? "yes" : "no"}`);
+  console.log(`daily cap  ${rev.daily_contact_cap}`);
+  console.log(`concierge  ${rev.agent_id ?? "none"}`);
+  console.log("");
+  printLeadReadBack(rev.read_back);
+  console.log("\n--- playbook as it was saved ---");
+  console.log(rev.body);
+}
+function printRecordedLeadDecision(a) {
+  const until = a.revisit_at ? ` until ${a.revisit_at}` : "";
+  console.log(`Recorded ${a.action_kind} on lead ${a.lead_reference}${a.action_kind === "hold" ? until : ""}.`);
+  if (a.rationale) console.log(a.rationale);
+}
 function printLead(lead) {
   console.log(`lead       ${lead.canonical_lead_id}`);
   console.log(`reference  ${lead.reference}`);
@@ -6520,7 +7364,7 @@ List tables with: erdo integrations tables ${app} <schema>`);
       return;
     }
     for (const t of res.tables ?? []) {
-      const rows = t.estimated_row_count != null ? `	~${t.estimated_row_count} rows` : "";
+      const rows = t.estimated_row_count == null ? "" : `	~${t.estimated_row_count} rows`;
       console.log(`${t.schema_name}.${t.table_name}	${t.columns.length} columns${rows}`);
     }
   } catch (e) {

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@erdoai/cli",
-  "version": "0.91.0",
+  "version": "0.99.0",
   "description": "Erdo CLI — drive datasets, pages, and evals from the terminal or CI",
   "type": "module",
   "bin": {