@vellumai/assistant 0.4.43 → 0.4.45

package/src/config/bundled-skills/schedule/TOOLS.json

@@ -3,7 +3,7 @@
   "tools": [
     {
       "name": "schedule_create",
-      "description": "Create a recurring scheduled automation that sends a message at a cron or RRULE interval. ONLY use this when the user explicitly wants something to run on a schedule (e.g. \"every day at 9am\", \"weekly on Mondays\", \"every hour\"). Do NOT use this for \"add to my tasks\" or \"add to my queue\" \u2014 use task_list_add for those requests instead.",
+      "description": "Create a scheduled automation. For recurring: provide expression (cron/RRULE). For one-time: provide fire_at (ISO 8601 timestamp). ONLY use this when the user explicitly wants something to run on a schedule (e.g. \"every day at 9am\", \"remind me tomorrow at 3pm\", \"weekly on Mondays\"). Do NOT use this for \"add to my tasks\" or \"add to my queue\" — use task_list_add for those requests instead.",
       "category": "schedule",
       "risk": "medium",
       "input_schema": {
@@ -16,11 +16,15 @@
           "syntax": {
             "type": "string",
             "enum": ["cron", "rrule"],
-            "description": "Schedule syntax type. Auto-detected if omitted."
+            "description": "Schedule syntax type for recurring schedules. Auto-detected if omitted. Ignored when fire_at is provided."
           },
           "expression": {
             "type": "string",
-            "description": "Schedule expression (cron or RRULE)"
+            "description": "Schedule expression (cron or RRULE) for recurring schedules. Not needed when fire_at is provided."
+          },
+          "fire_at": {
+            "type": "string",
+            "description": "ISO 8601 timestamp for a one-time schedule (e.g. \"2025-06-15T09:00:00Z\"). Must be in the future. When provided, expression/syntax are ignored."
           },
           "timezone": {
             "type": "string",
@@ -34,6 +38,20 @@
             "type": "boolean",
             "description": "Whether the job is enabled immediately. Defaults to true."
           },
+          "mode": {
+            "type": "string",
+            "enum": ["notify", "execute"],
+            "description": "Whether to notify the user or execute autonomously when triggered. Defaults to \"execute\"."
+          },
+          "routing_intent": {
+            "type": "string",
+            "enum": ["single_channel", "multi_channel", "all_channels"],
+            "description": "How to route the triggered message across channels. Defaults to \"all_channels\"."
+          },
+          "routing_hints": {
+            "type": "object",
+            "description": "Additional routing metadata (e.g. preferred channel identifiers)"
+          },
           "reason": {
             "type": "string",
             "description": "Brief non-technical explanation of why this tool is being called"
@@ -46,7 +64,7 @@
     },
     {
       "name": "schedule_list",
-      "description": "List recurring scheduled automations (cron jobs or RRULE schedules), or show details and recent runs for a specific one. For the user's task queue, use task_list_show instead.",
+      "description": "List scheduled automations (recurring cron/RRULE schedules and one-time scheduled events), or show details and recent runs for a specific one. For the user's task queue, use task_list_show instead.",
       "category": "schedule",
       "risk": "low",
       "input_schema": {
@@ -72,7 +90,7 @@
     },
     {
       "name": "schedule_update",
-      "description": "Update an existing recurring scheduled automation (expression, syntax, message, name, or enabled state)",
+      "description": "Update an existing scheduled automation (expression, syntax, message, name, enabled state, mode, or routing)",
       "category": "schedule",
       "risk": "medium",
       "input_schema": {
@@ -107,6 +125,20 @@
             "type": "boolean",
             "description": "Enable or disable the job"
           },
+          "mode": {
+            "type": "string",
+            "enum": ["notify", "execute"],
+            "description": "Whether to notify the user or execute autonomously when triggered"
+          },
+          "routing_intent": {
+            "type": "string",
+            "enum": ["single_channel", "multi_channel", "all_channels"],
+            "description": "How to route the triggered message across channels"
+          },
+          "routing_hints": {
+            "type": "object",
+            "description": "Additional routing metadata (e.g. preferred channel identifiers)"
+          },
           "reason": {
             "type": "string",
             "description": "Brief non-technical explanation of why this tool is being called"
@@ -119,7 +151,7 @@
     },
     {
       "name": "schedule_delete",
-      "description": "Delete a recurring scheduled automation and all its run history",
+      "description": "Delete a scheduled automation and all its run history",
       "category": "schedule",
       "risk": "high",
       "input_schema": {

package/src/config/bundled-skills/screen-watch/SKILL.md

@@ -0,0 +1,28 @@
+---
+name: screen-watch
+description: Observe the screen at regular intervals with OCR
+compatibility: "Designed for Vellum personal assistants"
+metadata:
+  emoji: "\U0001F441\uFE0F"
+  vellum:
+    display-name: "Screen Watch"
+    user-invocable: true
+---
+
+Start observing the screen at regular intervals for a specified duration. Captures OCR text from the active window and provides periodic commentary.
+
+## Usage
+
+Use `start_screen_watch` when the user wants you to monitor what's happening on their screen. The tool captures OCR text from the active window at configurable intervals and provides commentary based on a specified focus area.
+
+## Parameters
+
+- **focus_area** (required) — What to focus on observing
+- **duration_minutes** — How long to watch in minutes (1-15, default 5)
+- **interval_seconds** — Seconds between screen captures (5-30, default 10)
+
+## Constraints
+
+- Only one active watch session per conversation at a time
+- Duration is clamped to 1-15 minutes
+- Capture interval is clamped to 5-30 seconds

package/src/config/bundled-skills/screen-watch/TOOLS.json

@@ -0,0 +1,35 @@
+{
+  "version": 1,
+  "tools": [
+    {
+      "name": "start_screen_watch",
+      "description": "Start observing the screen at regular intervals for a specified duration. Captures OCR text from the active window and provides periodic commentary.",
+      "category": "observation",
+      "risk": "low",
+      "input_schema": {
+        "type": "object",
+        "properties": {
+          "duration_minutes": {
+            "type": "number",
+            "description": "How long to watch in minutes (1-15, default 5)"
+          },
+          "interval_seconds": {
+            "type": "number",
+            "description": "Seconds between screen captures (5-30, default 10)"
+          },
+          "focus_area": {
+            "type": "string",
+            "description": "What to focus on observing"
+          },
+          "reason": {
+            "type": "string",
+            "description": "Brief non-technical explanation of what you are watching and why, shown to the user as a status update. Use simple language a non-technical person would understand."
+          }
+        },
+        "required": ["focus_area"]
+      },
+      "executor": "tools/start-screen-watch.ts",
+      "execution_target": "host"
+    }
+  ]
+}

package/src/config/bundled-skills/{reminder/tools/reminder-create.ts → screen-watch/tools/start-screen-watch.ts}

@@ -1,12 +1,12 @@
-import { executeReminderCreate } from "../../../../tools/reminder/reminder.js";
 import type {
   ToolContext,
   ToolExecutionResult,
 } from "../../../../tools/types.js";
+import { screenWatchTool } from "../../../../tools/watch/screen-watch.js";
 
 export async function run(
   input: Record<string, unknown>,
-  _context: ToolContext,
+  context: ToolContext,
 ): Promise<ToolExecutionResult> {
-  return executeReminderCreate(input);
+  return screenWatchTool.execute(input, context);
 }

package/src/config/bundled-skills/sequences/SKILL.md

@@ -0,0 +1,47 @@
+---
+name: sequences
+description: Create and manage automated email drip sequences with enrollment, scheduling, and analytics
+compatibility: "Designed for Vellum personal assistants"
+metadata:
+  emoji: "📧"
+  vellum:
+    display-name: "Email Sequences"
+    user-invocable: true
+    feature-flag: "sequences"
+---
+
+You are an email sequence assistant. Use the sequence tools to help users create and manage automated multi-step email drip campaigns.
+
+## Capabilities
+
+### Sequence Management
+
+- **Create**: Build multi-step email sequences with configurable delays, subject lines, body prompts, and per-step approval gates
+- **List**: View all sequences with status and active enrollment counts
+- **Get**: Inspect a sequence's full configuration, steps, and enrollment breakdown
+- **Update**: Modify a sequence's name, description, status, steps, or exit-on-reply behavior
+- **Delete**: Remove a sequence and cancel all its active enrollments
+
+### Enrollment
+
+- **Enroll**: Add one or more contacts (by email) to a sequence, with optional personalization context
+- **Enrollment List**: View enrollments filtered by sequence or status (active, paused, completed, replied, cancelled, failed)
+- **Import**: Bulk-import contacts from a CSV/TSV file into a sequence (preview mode by default, then confirm to enroll)
+
+### Lifecycle Control (via `sequence_update`)
+
+- **Pause a sequence**: Set `status: "paused"` to halt processing of all enrollments
+- **Resume a sequence**: Set `status: "active"` to resume processing on the next scheduler tick
+- **Pause/resume/cancel an enrollment**: Pass `enrollment_id` + `enrollment_action` (`"pause"`, `"resume"`, or `"cancel"`)
+
+### Analytics
+
+- **Dashboard**: View aggregate metrics across all sequences — total sends, reply rates, completion rates
+- **Step Funnel**: Drill into a specific sequence to see per-step send counts, reach, and drop-off
+
+## Usage Notes
+
+- Sequences require a messaging channel (e.g. `"gmail"`) to be connected before enrollments can be processed.
+- By default, sequences exit when the contact replies (`exit_on_reply: true`). Set to `false` for sequences that should always complete all steps.
+- The `sequence_import` tool runs in preview mode by default. Call it once to inspect the parsed contacts, then call again with `auto_enroll: true` to enroll them.
+- Step delays are specified in seconds. Use common conversions: 1 hour = 3600, 1 day = 86400, 1 week = 604800.

package/src/config/bundled-skills/sequences/TOOLS.json

@@ -0,0 +1,340 @@
+{
+  "version": 1,
+  "tools": [
+    {
+      "name": "sequence_create",
+      "description": "Create an email sequence with multiple steps and delay intervals.",
+      "category": "sequences",
+      "risk": "low",
+      "input_schema": {
+        "type": "object",
+        "properties": {
+          "name": {
+            "type": "string",
+            "description": "Name of the sequence"
+          },
+          "channel": {
+            "type": "string",
+            "description": "Messaging channel (e.g. \"gmail\")"
+          },
+          "steps": {
+            "type": "array",
+            "items": {
+              "type": "object",
+              "properties": {
+                "delay_seconds": {
+                  "type": "number",
+                  "description": "Delay before sending this step (in seconds)"
+                },
+                "subject": {
+                  "type": "string",
+                  "description": "Subject line template"
+                },
+                "body_prompt": {
+                  "type": "string",
+                  "description": "Prompt or body text for this step"
+                },
+                "reply_to_thread": {
+                  "type": "boolean",
+                  "description": "Whether to reply in the existing thread (default true for step 2+)"
+                },
+                "require_approval": {
+                  "type": "boolean",
+                  "description": "Whether to require user approval before sending (default false)"
+                }
+              },
+              "required": ["body_prompt"]
+            },
+            "description": "Ordered list of sequence steps"
+          },
+          "description": {
+            "type": "string",
+            "description": "Optional description of the sequence"
+          },
+          "exit_on_reply": {
+            "type": "boolean",
+            "description": "Whether to stop the sequence when the contact replies (default true)"
+          },
+          "reason": {
+            "type": "string",
+            "description": "Brief non-technical explanation of why this tool is being called"
+          }
+        },
+        "required": ["name", "channel", "steps"]
+      },
+      "executor": "tools/sequence-create.ts",
+      "execution_target": "host"
+    },
+    {
+      "name": "sequence_list",
+      "description": "List all email sequences with their status and enrollment counts.",
+      "category": "sequences",
+      "risk": "low",
+      "input_schema": {
+        "type": "object",
+        "properties": {
+          "status": {
+            "type": "string",
+            "enum": ["active", "paused", "archived"],
+            "description": "Filter by sequence status"
+          },
+          "reason": {
+            "type": "string",
+            "description": "Brief non-technical explanation of why this tool is being called"
+          }
+        }
+      },
+      "executor": "tools/sequence-list.ts",
+      "execution_target": "host"
+    },
+    {
+      "name": "sequence_get",
+      "description": "Get detailed information about a sequence including steps, enrollment counts, and status breakdown.",
+      "category": "sequences",
+      "risk": "low",
+      "input_schema": {
+        "type": "object",
+        "properties": {
+          "id": {
+            "type": "string",
+            "description": "Sequence ID"
+          },
+          "reason": {
+            "type": "string",
+            "description": "Brief non-technical explanation of why this tool is being called"
+          }
+        },
+        "required": ["id"]
+      },
+      "executor": "tools/sequence-get.ts",
+      "execution_target": "host"
+    },
+    {
+      "name": "sequence_update",
+      "description": "Update a sequence or manage an enrollment's lifecycle. Two modes: (1) Sequence-level — pass `id` to change name, description, status (active/paused/archived), steps, or exit-on-reply. (2) Enrollment-level — pass `enrollment_id` + `enrollment_action` to pause, resume, or cancel an enrollment. Exactly one mode must be used per call.",
+      "category": "sequences",
+      "risk": "medium",
+      "input_schema": {
+        "type": "object",
+        "properties": {
+          "id": {
+            "type": "string",
+            "description": "Sequence ID to update (required for sequence-level changes)"
+          },
+          "enrollment_id": {
+            "type": "string",
+            "description": "Enrollment ID for enrollment-level lifecycle actions"
+          },
+          "enrollment_action": {
+            "type": "string",
+            "enum": ["pause", "resume", "cancel"],
+            "description": "Action to perform on the enrollment (required when enrollment_id is provided)"
+          },
+          "name": {
+            "type": "string",
+            "description": "New name"
+          },
+          "description": {
+            "type": "string",
+            "description": "New description"
+          },
+          "status": {
+            "type": "string",
+            "enum": ["active", "paused", "archived"],
+            "description": "New status (use this to pause/resume a sequence)"
+          },
+          "exit_on_reply": {
+            "type": "boolean",
+            "description": "Whether to exit on contact reply"
+          },
+          "steps": {
+            "type": "array",
+            "items": {
+              "type": "object",
+              "properties": {
+                "delay_seconds": {
+                  "type": "number",
+                  "description": "Delay before sending this step (in seconds)"
+                },
+                "subject": {
+                  "type": "string",
+                  "description": "Subject line template"
+                },
+                "body_prompt": {
+                  "type": "string",
+                  "description": "Prompt or body text for this step"
+                },
+                "reply_to_thread": {
+                  "type": "boolean",
+                  "description": "Whether to reply in the existing thread"
+                },
+                "require_approval": {
+                  "type": "boolean",
+                  "description": "Whether to require user approval before sending"
+                }
+              },
+              "required": ["body_prompt"]
+            },
+            "description": "Replacement steps (replaces all existing steps)"
+          },
+          "reason": {
+            "type": "string",
+            "description": "Brief non-technical explanation of why this tool is being called"
+          }
+        },
+        "oneOf": [
+          { "required": ["id"] },
+          { "required": ["enrollment_id", "enrollment_action"] }
+        ]
+      },
+      "executor": "tools/sequence-update.ts",
+      "execution_target": "host"
+    },
+    {
+      "name": "sequence_delete",
+      "description": "Delete a sequence and cancel all its active enrollments.",
+      "category": "sequences",
+      "risk": "medium",
+      "input_schema": {
+        "type": "object",
+        "properties": {
+          "id": {
+            "type": "string",
+            "description": "Sequence ID to delete"
+          },
+          "reason": {
+            "type": "string",
+            "description": "Brief non-technical explanation of why this tool is being called"
+          }
+        },
+        "required": ["id"]
+      },
+      "executor": "tools/sequence-delete.ts",
+      "execution_target": "host"
+    },
+    {
+      "name": "sequence_enroll",
+      "description": "Enroll one or more contacts into a sequence. Accepts comma-separated emails or an array.",
+      "category": "sequences",
+      "risk": "medium",
+      "input_schema": {
+        "type": "object",
+        "properties": {
+          "sequence_id": {
+            "type": "string",
+            "description": "Sequence ID to enroll contacts in"
+          },
+          "emails": {
+            "description": "Email address(es) to enroll \u2014 comma-separated string or array",
+            "oneOf": [
+              {
+                "type": "string"
+              },
+              {
+                "type": "array",
+                "items": {
+                  "type": "string"
+                }
+              }
+            ]
+          },
+          "context": {
+            "type": "object",
+            "description": "Optional context object with personalization variables for the enrolled contacts"
+          },
+          "reason": {
+            "type": "string",
+            "description": "Brief non-technical explanation of why this tool is being called"
+          }
+        },
+        "required": ["sequence_id", "emails"]
+      },
+      "executor": "tools/sequence-enroll.ts",
+      "execution_target": "host"
+    },
+    {
+      "name": "sequence_enrollment_list",
+      "description": "List enrollments for a sequence, optionally filtered by status.",
+      "category": "sequences",
+      "risk": "low",
+      "input_schema": {
+        "type": "object",
+        "properties": {
+          "sequence_id": {
+            "type": "string",
+            "description": "Filter by sequence ID"
+          },
+          "status": {
+            "type": "string",
+            "enum": [
+              "active",
+              "paused",
+              "completed",
+              "replied",
+              "cancelled",
+              "failed"
+            ],
+            "description": "Filter by enrollment status"
+          },
+          "reason": {
+            "type": "string",
+            "description": "Brief non-technical explanation of why this tool is being called"
+          }
+        }
+      },
+      "executor": "tools/sequence-enrollment-list.ts",
+      "execution_target": "host"
+    },
+    {
+      "name": "sequence_import",
+      "description": "Import contacts from a CSV/TSV file and enroll them in a sequence. First call shows a preview; set auto_enroll=true to enroll.",
+      "category": "sequences",
+      "risk": "medium",
+      "input_schema": {
+        "type": "object",
+        "properties": {
+          "file_path": {
+            "type": "string",
+            "description": "Absolute path to the CSV/TSV file"
+          },
+          "sequence_id": {
+            "type": "string",
+            "description": "Sequence ID to enroll contacts in"
+          },
+          "auto_enroll": {
+            "type": "boolean",
+            "description": "Set to true to enroll contacts (default false = preview mode)"
+          },
+          "reason": {
+            "type": "string",
+            "description": "Brief non-technical explanation of why this tool is being called"
+          }
+        },
+        "required": ["file_path", "sequence_id"]
+      },
+      "executor": "tools/sequence-import.ts",
+      "execution_target": "host"
+    },
+    {
+      "name": "sequence_analytics",
+      "description": "View sequence analytics dashboard with send/reply/completion metrics, per-step funnel, and recent activity.",
+      "category": "sequences",
+      "risk": "low",
+      "input_schema": {
+        "type": "object",
+        "properties": {
+          "sequence_id": {
+            "type": "string",
+            "description": "Optional sequence ID for detailed step funnel view"
+          },
+          "reason": {
+            "type": "string",
+            "description": "Brief non-technical explanation of why this tool is being called"
+          }
+        }
+      },
+      "executor": "tools/sequence-analytics.ts",
+      "execution_target": "host"
+    }
+  ]
+}