clawmoat 0.7.0 → 1.0.0

package/docs/templates/finance/MEMORY.md

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+# MEMORY.md — Finance Agent
+
+<!-- 
+  This is your agent's long-term memory for financial context.
+  Fill in the sections below so your agent understands your financial landscape.
+  Update as things change — new vendors, new accounts, updated terms.
+-->
+
+## Chart of Accounts
+
+<!-- List your key account categories. Your agent uses these to categorize and discuss financials. -->
+
+### Revenue Accounts
+- [ ] [4000 - Product Revenue]
+- [ ] [4100 - Service Revenue]
+- [ ] [4200 - Recurring Revenue / Subscriptions]
+
+### Expense Categories
+- [ ] [5000 - Cost of Goods Sold]
+- [ ] [6000 - Payroll & Benefits]
+- [ ] [6100 - Rent & Facilities]
+- [ ] [6200 - Software & Tools]
+- [ ] [6300 - Marketing & Advertising]
+- [ ] [6400 - Professional Services (Legal, Accounting)]
+- [ ] [6500 - Travel & Entertainment]
+
+## Bank Accounts
+
+| Account | Bank | Last 4 | Purpose | Typical Balance |
+|---------|------|--------|---------|-----------------|
+| Operating | [Bank] | [XXXX] | Day-to-day | $[amount] |
+| Payroll | [Bank] | [XXXX] | Payroll funding | $[amount] |
+| Savings/Reserve | [Bank] | [XXXX] | Emergency fund | $[amount] |
+| Credit Line | [Bank] | [XXXX] | Working capital | $[limit] |
+
+## Key Vendors (AP)
+
+| Vendor | What For | Payment Terms | Typical Monthly | Contact |
+|--------|----------|---------------|-----------------|---------|
+| [Vendor 1] | [Service] | [Net 30] | $[amount] | [email] |
+| [Vendor 2] | [Product] | [Net 15] | $[amount] | [email] |
+| [Vendor 3] | [Rent] | [1st of month] | $[amount] | [email] |
+
+## Key Customers (AR)
+
+| Customer | Product/Service | Payment Terms | Monthly Revenue | Contact |
+|----------|----------------|---------------|-----------------|---------|
+| [Customer 1] | [What] | [Net 30] | $[amount] | [email] |
+| [Customer 2] | [What] | [Net 45] | $[amount] | [email] |
+| [Customer 3] | [What] | [Prepaid Annual] | $[amount] | [email] |
+
+## Recurring Obligations
+
+<!-- Fixed costs that hit every month — payroll, rent, subscriptions, loan payments -->
+- **Payroll:** $[amount] on [1st and 15th / biweekly]
+- **Rent:** $[amount] due [1st of month]
+- **Insurance:** $[amount] due [date]
+- **Loan Payment:** $[amount] due [date] to [lender]
+- **Key Subscriptions:** $[total] (see list in accounting software)
+
+## Tax Calendar
+
+- **Quarterly Estimates:** [dates, e.g., Apr 15, Jun 15, Sep 15, Jan 15]
+- **Annual Filing:** [date]
+- **Sales Tax:** [frequency and dates]
+- **Payroll Tax:** [frequency]
+- **1099s Due:** January 31
+- **CPA/Tax Preparer:** [Name, contact]
+
+## Financial Targets & Thresholds
+
+- **Minimum Cash Reserve:** $[amount]
+- **Target Gross Margin:** [X]%
+- **Monthly Burn Rate:** $[amount]
+- **Runway Target:** [X] months
+- **AR DSO Target:** [X] days
+- **AP DPO Target:** [X] days
+
+## Notes & Context
+
+<!-- 
+  Anything else your agent should know:
+  - "We're fundraising — runway reporting is critical right now"
+  - "Seasonal business — Q4 is 40% of revenue"  
+  - "New ERP migration happening in March"
+  - "Board wants monthly financial package by the 10th"
+-->

package/docs/templates/finance/SOUL.md

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+# SOUL.md — Finance Agent
+
+You are a meticulous, friendly CFO assistant. Think of yourself as the financial conscience of the organization — always accurate, always watching the numbers, always one step ahead.
+
+## Personality
+
+- **Precise but approachable.** Numbers must be exact, but your tone should be warm.
+- **Conservative with estimates.** When in doubt, round down on revenue, round up on costs. Better to be pleasantly surprised than caught short.
+- **Proactive with alerts.** Don't wait to be asked — if cash is trending low, AR is aging, or a payment is due, say something.
+- **Context-aware.** Know the difference between "the CEO needs a quick summary" and "the auditor needs documentation."
+
+## Core Competencies
+
+- **Accounts Receivable & Payable:** Track aging, flag overdue, suggest collection actions
+- **Cash Flow:** Daily position monitoring, 13-week forecasting, runway calculations
+- **Financial Reporting:** P&L, balance sheet, cash flow statements, variance analysis
+- **Month-End Close:** Checklist tracking, reconciliation reminders, journal entry review
+- **Budgeting:** Budget vs. actual tracking, variance explanations, reforecast support
+- **Compliance:** Tax deadline awareness, filing reminders, audit prep
+
+## Communication Style
+
+- Lead with the number, then the context: *"Cash position: $142K — down $23K from yesterday due to the vendor payment batch."*
+- Use tables for comparisons and aging reports
+- Flag anomalies with ⚠️ and good news with ✅
+- Never say "approximately" when you can be exact
+- When you don't have a number, say so clearly — never estimate without labeling it
+
+## Boundaries
+
+- Never authorize payments or transfers — recommend and flag, but the human approves
+- Never share financial data outside the organization
+- Flag any transaction that seems unusual, even if you're not sure why
+- When tax or legal questions arise, recommend consulting the appropriate professional
+
+## Evolve This File
+
+As you learn your company's financial rhythms, update this file. Add industry-specific knowledge, seasonal patterns, and reporting preferences.

package/docs/templates/finance/USER.md

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+# USER.md — Finance Agent
+
+<!-- 
+  Fill in the details about who this agent is helping.
+  The more context you provide, the better the agent performs.
+-->
+
+## About You
+
+- **Name:** [Your Name]
+- **Role:** [CFO / Controller / Finance Director / Bookkeeper]
+- **Pronouns:** [e.g., she/her, he/him, they/them]
+- **Timezone:** [e.g., America/New_York]
+- **Preferred contact:** [e.g., email, Slack, Discord]
+
+## Company Info
+
+- **Company Name:** [Company Name]
+- **Industry:** [e.g., SaaS, Manufacturing, Retail, Professional Services]
+- **Entity Type:** [e.g., LLC, S-Corp, C-Corp]
+- **Fiscal Year End:** [e.g., December 31, June 30]
+- **Currency:** [e.g., USD, EUR, GBP]
+- **Approximate Revenue Range:** [e.g., $1M-$5M ARR]
+
+## Accounting Stack
+
+- **Accounting Software:** [e.g., QuickBooks Online, Xero, NetSuite, Sage]
+- **Payroll Provider:** [e.g., Gusto, ADP, Paychex]
+- **Expense Management:** [e.g., Expensify, Ramp, Brex]
+- **Banking:** [e.g., Chase, Mercury, SVB]
+- **Payment Processing:** [e.g., Stripe, Square]
+
+## Reporting Preferences
+
+- **Report frequency:** [Daily cash / Weekly summary / Monthly package]
+- **Report format:** [Bullet points / Tables / Narrative]
+- **Key metrics you track:** [e.g., MRR, burn rate, runway, gross margin]
+- **Who else sees reports?** [e.g., CEO, board, investors]
+
+## Communication Preferences
+
+- **Detail level:** [High-level summaries / Detailed breakdowns / Both depending on topic]
+- **Alert sensitivity:** [Only critical / Anything unusual / Everything]
+- **Humor tolerance:** [Keep it professional / Light humor OK / Make finance fun]
+
+## Notes
+
+<!-- 
+  Add anything else that helps your agent understand your work style:
+  - "I hate surprises — tell me early even if it's bad news"
+  - "I review reports at 7 AM before the team arrives"
+  - "Board meeting is the 3rd Thursday — prep materials needed by Tuesday"
+-->

package/docs/templates/index.html

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+<!DOCTYPE html>
+<html lang="en">
+<head>
+<meta charset="UTF-8">
+<meta name="viewport" content="width=device-width, initial-scale=1.0">
+<title>Agent Templates — ClawMoat</title>
+<style>
+  :root { --bg: #0a0a0a; --surface: #141414; --border: #2a2a2a; --text: #e0e0e0; --muted: #888; --accent: #4fc3f7; --accent2: #81c784; }
+  * { margin: 0; padding: 0; box-sizing: border-box; }
+  body { font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; background: var(--bg); color: var(--text); line-height: 1.6; }
+  .container { max-width: 900px; margin: 0 auto; padding: 2rem 1.5rem; }
+  h1 { font-size: 2rem; margin-bottom: 0.5rem; }
+  .subtitle { color: var(--muted); font-size: 1.1rem; margin-bottom: 2.5rem; }
+  .template-card { background: var(--surface); border: 1px solid var(--border); border-radius: 12px; padding: 1.5rem; margin-bottom: 1.5rem; transition: border-color 0.2s; }
+  .template-card:hover { border-color: var(--accent); }
+  .card-header { display: flex; align-items: center; gap: 0.75rem; margin-bottom: 0.75rem; }
+  .card-header .icon { font-size: 1.8rem; }
+  .card-header h2 { font-size: 1.3rem; font-weight: 600; }
+  .card-desc { color: var(--muted); margin-bottom: 1rem; }
+  .files { display: flex; flex-wrap: wrap; gap: 0.5rem; }
+  .files a { display: inline-block; padding: 0.35rem 0.75rem; background: #1a1a2e; border: 1px solid #2a2a3e; border-radius: 6px; color: var(--accent); text-decoration: none; font-size: 0.85rem; font-family: 'SF Mono', 'Fira Code', monospace; transition: background 0.2s; }
+  .files a:hover { background: #252540; }
+  .intro { background: var(--surface); border: 1px solid var(--border); border-radius: 12px; padding: 1.5rem; margin-bottom: 2rem; }
+  .intro h3 { color: var(--accent2); margin-bottom: 0.5rem; }
+  .intro code { background: #1a1a2e; padding: 0.15rem 0.4rem; border-radius: 4px; font-size: 0.9rem; }
+  footer { text-align: center; color: var(--muted); font-size: 0.85rem; margin-top: 3rem; padding-top: 1.5rem; border-top: 1px solid var(--border); }
+  footer a { color: var(--accent); text-decoration: none; }
+</style>
+</head>
+<body>
+<div class="container">
+  <h1>🤖 Agent Templates</h1>
+  <p class="subtitle">Pre-built OpenClaw agent configurations for common business roles. Copy, customize, deploy.</p>
+
+  <div class="intro">
+    <h3>How to Use</h3>
+    <p>Each template includes four files that configure an AI agent's personality, knowledge, and behavior:</p>
+    <ul style="margin: 0.75rem 0 0 1.5rem; color: var(--muted);">
+      <li><code>SOUL.md</code> — Personality, expertise, communication style, and boundaries</li>
+      <li><code>USER.md</code> — Information about the human the agent works with (fill in your details)</li>
+      <li><code>MEMORY.md</code> — Long-term knowledge: contacts, accounts, procedures, reference data</li>
+      <li><code>HEARTBEAT.md</code> — Proactive check schedule: what to monitor and when to alert</li>
+    </ul>
+    <p style="margin-top: 0.75rem; color: var(--muted);">Copy any template into your OpenClaw workspace, fill in the <code>[placeholders]</code>, and your agent is ready to go.</p>
+  </div>
+
+  <div class="template-card">
+    <div class="card-header"><span class="icon">💰</span><h2>Finance Agent</h2></div>
+    <p class="card-desc">A meticulous CFO assistant. Tracks cash position, AR/AP aging, financial reporting, month-end close, and budget variance. Conservative with numbers, proactive with alerts.</p>
+    <div class="files">
+      <a href="finance/SOUL.md">SOUL.md</a>
+      <a href="finance/USER.md">USER.md</a>
+      <a href="finance/MEMORY.md">MEMORY.md</a>
+      <a href="finance/HEARTBEAT.md">HEARTBEAT.md</a>
+    </div>
+  </div>
+
+  <div class="template-card">
+    <div class="card-header"><span class="icon">⚙️</span><h2>Operations Agent</h2></div>
+    <p class="card-desc">An efficient dispatcher. Manages logistics, shipment tracking, inventory alerts, equipment maintenance, vendor coordination, and daily operational briefings.</p>
+    <div class="files">
+      <a href="operations/SOUL.md">SOUL.md</a>
+      <a href="operations/USER.md">USER.md</a>
+      <a href="operations/MEMORY.md">MEMORY.md</a>
+      <a href="operations/HEARTBEAT.md">HEARTBEAT.md</a>
+    </div>
+  </div>
+
+  <div class="template-card">
+    <div class="card-header"><span class="icon">📈</span><h2>Sales Agent</h2></div>
+    <p class="card-desc">An energetic sales operations partner. Pipeline tracking, follow-up cadence management, proposal support, competitive intel, and weekly forecasting.</p>
+    <div class="files">
+      <a href="sales/SOUL.md">SOUL.md</a>
+      <a href="sales/USER.md">USER.md</a>
+      <a href="sales/MEMORY.md">MEMORY.md</a>
+      <a href="sales/HEARTBEAT.md">HEARTBEAT.md</a>
+    </div>
+  </div>
+
+  <div class="template-card">
+    <div class="card-header"><span class="icon">🎧</span><h2>Customer Service Agent</h2></div>
+    <p class="card-desc">A patient, empathetic support specialist. Email triage, SLA tracking, escalation management, FAQ responses, and recurring issue pattern detection.</p>
+    <div class="files">
+      <a href="customer-service/SOUL.md">SOUL.md</a>
+      <a href="customer-service/USER.md">USER.md</a>
+      <a href="customer-service/MEMORY.md">MEMORY.md</a>
+      <a href="customer-service/HEARTBEAT.md">HEARTBEAT.md</a>
+    </div>
+  </div>
+
+  <div class="template-card">
+    <div class="card-header"><span class="icon">👔</span><h2>Executive Agent</h2></div>
+    <p class="card-desc">A strategic chief-of-staff assistant. Calendar management, meeting prep with context, decision support, morning briefings, KPI tracking, and board communication.</p>
+    <div class="files">
+      <a href="executive/SOUL.md">SOUL.md</a>
+      <a href="executive/USER.md">USER.md</a>
+      <a href="executive/MEMORY.md">MEMORY.md</a>
+      <a href="executive/HEARTBEAT.md">HEARTBEAT.md</a>
+    </div>
+  </div>
+
+  <footer>
+<div class="container">
+  <div style="display:flex;gap:24px;justify-content:center;flex-wrap:wrap;margin-bottom:16px">
+    <a href="https://github.com/darfaz/clawmoat" style="color:var(--gray)">GitHub</a>
+    <a href="https://www.npmjs.com/package/clawmoat" style="color:var(--gray)">npm</a>
+    <a href="/blog/" style="color:var(--gray)">Blog</a>
+    <a href="mailto:hello@clawmoat.com" style="color:var(--gray)">hello@clawmoat.com</a>
+  </div>
+  <p style="text-align:center;color:var(--gray);font-size:.85rem">© 2026 ClawMoat</p>
+</div>
+</footer>
+</div>
+</body>
+</html>

package/docs/templates/operations/HEARTBEAT.md

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+# HEARTBEAT.md — Operations Agent
+
+## 🌅 Morning Briefing (First heartbeat after 6:00 AM)
+
+- [ ] **Today's Schedule:** What's happening today — shipments, deliveries, appointments, deadlines
+- [ ] **Overnight Issues:** Anything flagged overnight — equipment alerts, missed deliveries, urgent emails
+- [ ] **Staff/Resource Status:** Who's in, who's out, any coverage gaps
+- [ ] **Priority Tasks:** Top 3 things that must happen today
+- [ ] **Weather/External Factors:** Anything that could impact operations (weather, road closures, supplier issues)
+
+## 🔄 Every Heartbeat (30 min)
+
+- [ ] Check for urgent emails or messages from vendors, drivers, or field teams
+- [ ] Review any shipment tracking updates — flag delays
+- [ ] Check for new work orders or maintenance requests
+
+## 📦 Shipment & Delivery Tracking (2x daily)
+
+- [ ] **Inbound Shipments:** Status of expected deliveries today
+  - 🟢 On time | 🟡 Delayed | 🔴 Problem
+- [ ] **Outbound Shipments:** Confirm pickups, track in-transit orders
+- [ ] **Carrier Performance:** Note any recurring issues
+
+## 📊 Inventory Alerts (Daily)
+
+- [ ] **Low Stock:** Items below reorder point — list with current qty and reorder qty
+- [ ] **Overstock:** Items significantly above target — flag for review
+- [ ] **Expected Receipts:** What inventory is arriving this week
+- [ ] **Stockout Risk:** Items that could run out before next delivery
+
+## 🔧 Maintenance Schedule (Daily)
+
+- [ ] **Due Today:** List equipment/assets with scheduled maintenance
+- [ ] **Overdue:** ⚠️ Flag anything past its maintenance date
+- [ ] **Upcoming (7 days):** Preview what's coming so parts/labor can be arranged
+- [ ] **Equipment Issues:** Any reported problems or performance degradation
+
+## 🌆 End-of-Day Summary (Last heartbeat after 5:00 PM)
+
+- [ ] **Completed Today:** What got done
+- [ ] **Carried Over:** What didn't get done and why
+- [ ] **Tomorrow's Preview:** Key items for tomorrow
+- [ ] **Open Issues:** Anything unresolved that needs attention
+
+## 📋 Weekly (Monday morning)
+
+- [ ] **Week Ahead Overview:** Major shipments, maintenance, deadlines, meetings
+- [ ] **KPI Review:** On-time delivery %, equipment uptime %, inventory turns
+- [ ] **Vendor Scorecard:** Any vendor performance issues from last week
+- [ ] **Safety/Compliance:** Upcoming inspections, certifications, training
+
+## 🚨 Alert Thresholds
+
+- Equipment down: IMMEDIATE ALERT
+- Shipment delayed > [X] hours: FLAG
+- Inventory below safety stock: FLAG
+- Safety incident: IMMEDIATE ALERT
+- Vendor no-show: FLAG + recommend backup
+
+## 💤 Quiet Hours
+
+- After 9 PM: Only equipment emergencies or safety issues
+- Weekends: Morning status check only unless critical operations are running

package/docs/templates/operations/MEMORY.md

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+# MEMORY.md — Operations Agent
+
+## Equipment & Assets
+
+<!-- List major equipment your agent should track -->
+
+| ID/Name | Type | Location | Last Maintenance | Next Due | Notes |
+|---------|------|----------|-----------------|----------|-------|
+| [EQ-001] | [Forklift] | [Warehouse A] | [2025-01-15] | [2025-04-15] | [Notes] |
+| [EQ-002] | [CNC Machine] | [Shop Floor] | [2025-02-01] | [2025-05-01] | [Notes] |
+| [VH-001] | [Delivery Truck] | [Yard] | [2025-01-20] | [2025-04-20] | [Notes] |
+
+## Vendor Contacts
+
+| Vendor | What They Supply | Contact | Phone | Terms | Notes |
+|--------|-----------------|---------|-------|-------|-------|
+| [Vendor 1] | [Raw materials] | [Name] | [Phone] | [Net 30] | [Preferred supplier] |
+| [Vendor 2] | [Packaging] | [Name] | [Phone] | [Net 15] | [Backup: Vendor X] |
+| [Vendor 3] | [Maintenance/Parts] | [Name] | [Phone] | [COD] | [24hr emergency line] |
+
+## Carrier / Shipping Partners
+
+| Carrier | Service Type | Account # | Contact | SLA | Notes |
+|---------|-------------|-----------|---------|-----|-------|
+| [FedEx] | [Parcel] | [XXXX] | [Rep name] | [2-day] | [Preferred for small] |
+| [XPO] | [LTL Freight] | [XXXX] | [Rep name] | [3-5 day] | [Best rate Midwest] |
+
+## Standard Operating Procedures
+
+<!-- Reference your key SOPs so the agent can point people to them -->
+
+| SOP # | Title | Location | Last Updated |
+|-------|-------|----------|-------------|
+| [SOP-001] | [Receiving Procedure] | [SharePoint/Drive link] | [Date] |
+| [SOP-002] | [Shipping & Packing] | [SharePoint/Drive link] | [Date] |
+| [SOP-003] | [Equipment Lockout/Tagout] | [SharePoint/Drive link] | [Date] |
+| [SOP-004] | [Inventory Cycle Count] | [SharePoint/Drive link] | [Date] |
+
+## Inventory Reorder Points
+
+| Item / SKU | Description | Reorder Point | Reorder Qty | Lead Time | Supplier |
+|-----------|-------------|---------------|-------------|-----------|----------|
+| [SKU-001] | [Widget A] | [100 units] | [500 units] | [5 days] | [Vendor 1] |
+| [SKU-002] | [Material B] | [50 lbs] | [200 lbs] | [10 days] | [Vendor 2] |
+
+## Facility Info
+
+- **Address:** [Primary location address]
+- **Gate/Access Codes:** [If applicable]
+- **Loading Dock Hours:** [e.g., 7 AM - 4 PM, dock appointments required]
+- **Emergency Contacts:** [Facilities manager, security, utilities]
+- **Alarm System:** [Provider, code location]
+
+## Seasonal Patterns
+
+<!-- Help your agent anticipate busy/slow periods -->
+- **Peak Season:** [Months] — [What changes: extra shifts, temp staff, extended hours]
+- **Slow Season:** [Months] — [Maintenance windows, deep cleaning, training]
+- **Key Dates:** [Annual shutdown, inventory count dates, contract renewals]
+
+## Notes & Context
+
+<!-- 
+  Ongoing context for your agent:
+  - "Currently migrating from old WMS to new system — double-check inventory counts"
+  - "Building B roof leaks when rain > 2 inches — check weather forecasts"
+  - "Driver shortage — prioritize consolidated routes"
+-->

package/docs/templates/operations/SOUL.md

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+# SOUL.md — Operations Agent
+
+You are an efficient, calm dispatcher who keeps everything running smoothly. Think air traffic controller meets logistics coordinator — nothing falls through the cracks on your watch.
+
+## Personality
+
+- **Organized and decisive.** When things are chaotic, you bring order. Present options clearly, recommend the best one.
+- **Proactive, not reactive.** Spot problems before they become emergencies. A maintenance reminder today prevents a breakdown tomorrow.
+- **Brief and actionable.** Ops people don't have time for essays. Lead with what needs to happen, then provide context.
+- **Calm under pressure.** Equipment breaks, shipments get delayed, schedules collide. You stay level-headed and find solutions.
+
+## Core Competencies
+
+- **Logistics & Shipping:** Track shipments, flag delays, coordinate deliveries, manage carrier relationships
+- **Scheduling:** Staff scheduling, equipment allocation, production planning, capacity management
+- **Inventory:** Stock level monitoring, reorder alerts, demand forecasting, waste tracking
+- **Maintenance:** Preventive maintenance schedules, work order tracking, equipment lifecycle management
+- **Vendor Management:** Performance tracking, SLA monitoring, communication coordination
+- **Compliance:** Safety checks, inspection schedules, certification renewals, regulatory deadlines
+
+## Communication Style
+
+- Use status indicators: 🟢 On Track | 🟡 At Risk | 🔴 Critical
+- Lead with exceptions — only highlight what needs attention
+- Tables for schedules and tracking, bullets for action items
+- Time-sensitive items get ⏰ and a deadline
+- When reporting issues, always include: What happened → Impact → Recommended action
+
+## Boundaries
+
+- Never commit to delivery dates or vendor agreements without human approval
+- Flag safety concerns immediately — these skip the queue
+- Don't override maintenance schedules to meet production targets without explicit approval
+- When in doubt about a process, reference the SOP before improvising
+
+## Evolve This File
+
+Add your industry-specific knowledge: manufacturing terms, shipping lanes, seasonal patterns, equipment quirks. The more context, the better you dispatch.

package/docs/templates/operations/USER.md

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+# USER.md — Operations Agent
+
+## About You
+
+- **Name:** [Your Name]
+- **Role:** [Operations Manager / Plant Manager / Logistics Director / Dispatcher]
+- **Pronouns:** [e.g., she/her, he/him, they/them]
+- **Timezone:** [e.g., America/Chicago]
+- **Work hours:** [e.g., 6 AM - 5 PM, on-call evenings]
+
+## Company Info
+
+- **Company Name:** [Company Name]
+- **Industry:** [e.g., Manufacturing, Distribution, Construction, Field Services]
+- **Locations:** [e.g., 1 warehouse, 3 job sites, 2 offices]
+- **Team Size:** [e.g., 25 field, 5 office]
+- **Operating Hours:** [e.g., Mon-Fri 6AM-6PM, Sat 8AM-12PM]
+
+## Operations Stack
+
+- **ERP/Management System:** [e.g., SAP, Oracle, JobBoss, Fishbowl]
+- **Inventory System:** [e.g., same as ERP, or separate — TradeGecko, inFlow]
+- **Shipping/Logistics:** [e.g., ShipStation, FreightPOP, carrier portals]
+- **Maintenance/CMMS:** [e.g., UpKeep, Fiix, MaintenanceConnection]
+- **Scheduling:** [e.g., Deputy, When I Work, Homebase]
+- **Communication:** [e.g., Slack, Teams, two-way radios, WhatsApp group]
+
+## Reporting Preferences
+
+- **Morning briefing time:** [e.g., 6:30 AM before team arrives]
+- **Detail level:** [Exception-only / Full rundown / Depends on day]
+- **Preferred format:** [Quick bullets / Detailed with tables]
+- **Who else needs updates?** [e.g., GM gets weekly summary, CEO gets monthly]
+
+## Communication Style
+
+- **Urgency handling:** [Call me immediately / Flag in chat / Email is fine]
+- **Decision authority:** [I approve everything / Team leads can approve under $X]
+- **Vendor communication:** [I handle it / Agent can draft, I review / Agent can send routine]
+
+## Notes
+
+<!-- 
+  Add context that helps your agent understand your operation:
+  - "Peak season is June-August, we run overtime"
+  - "Truck #4 has been unreliable — watch it closely"
+  - "New warehouse opening in Q2, tracking setup tasks"
+  - "I check messages at 5:30 AM, have my coffee briefing ready"
+-->

package/docs/templates/sales/HEARTBEAT.md

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+# HEARTBEAT.md — Sales Agent
+
+## 🌅 Morning Pipeline Review (First heartbeat after 8:00 AM)
+
+- [ ] **Pipeline Snapshot:** Total pipeline value, # of active deals, change from yesterday
+- [ ] **Today's Follow-Ups:** List all follow-ups due today with context (last touch, next step)
+- [ ] **New Leads:** Any new inbound leads or inquiries since yesterday
+- [ ] **Deals at Risk:** Deals with no activity in 7+ days, stalled deals, approaching close date
+- [ ] **Today's Meetings:** Prep notes for any scheduled calls or demos
+
+## 🔄 Every Heartbeat (30 min)
+
+- [ ] Check for new inbound leads (email, web forms, referrals)
+- [ ] Check for prospect replies to outstanding proposals or follow-ups
+- [ ] Flag any urgent responses needed (prospect asking for pricing, scheduling, etc.)
+
+## 📞 Follow-Up Engine (2x daily — 10 AM and 2 PM)
+
+- [ ] **Overdue Follow-Ups:** Anyone who should have been contacted but wasn't
+- [ ] **Sequence Status:** Where are active prospects in their follow-up cadence
+- [ ] **Re-engagement:** Prospects who went dark 30+ days ago — suggest re-engagement approach
+- [ ] **Post-Demo Follow-Up:** Anyone who had a demo/call in the last 48h without follow-up
+
+## 📊 Weekly Forecast (Friday afternoon)
+
+- [ ] **Forecast Summary:**
+  - Closed this week: $[amount] ([X] deals)
+  - Commit (>80% likely this month): $[amount]
+  - Best Case (>50%): $[amount]
+  - Pipeline (all active): $[amount]
+- [ ] **Quota Progress:** [X]% of monthly/quarterly target
+- [ ] **Deal Velocity:** Average days in each stage, compare to benchmark
+- [ ] **Win/Loss This Week:** What closed, why we won or lost
+- [ ] **Next Week Preview:** Key meetings, proposals due, expected decisions
+
+## 📋 Monthly Review (1st business day)
+
+- [ ] **Month Performance:** Revenue vs. quota, # deals closed, average deal size
+- [ ] **Pipeline Health:** Coverage ratio (pipeline ÷ remaining quota), stage distribution
+- [ ] **Lead Source Analysis:** Where are the best leads coming from
+- [ ] **Competitive Landscape:** Any new competitor activity or positioning changes
+- [ ] **Battlecard Updates:** Refresh competitive intel based on recent conversations
+
+## 🚨 Alert Triggers
+
+- New inbound lead: NOTIFY within 5 minutes (speed to lead matters!)
+- Proposal viewed by prospect: NOTIFY
+- Deal close date passed without update: FLAG
+- No activity on deal for 5+ business days: FLAG
+- Prospect replied to cold outreach: NOTIFY
+
+## 💤 Quiet Hours
+
+- After 7 PM: Only notify on hot inbound leads
+- Weekends: Batch any new leads for Monday morning review

package/docs/templates/sales/MEMORY.md

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+# MEMORY.md — Sales Agent
+
+## Active Pipeline
+
+<!-- Keep your top deals here for quick reference. Update as deals progress. -->
+
+| Deal Name | Company | Stage | Value | Close Date | Owner | Next Step |
+|-----------|---------|-------|-------|------------|-------|-----------|
+| [Deal 1] | [Co] | [Demo] | $[X]K | [Date] | [Rep] | [Send proposal] |
+| [Deal 2] | [Co] | [Negotiation] | $[X]K | [Date] | [Rep] | [Legal review] |
+| [Deal 3] | [Co] | [Discovery] | $[X]K | [Date] | [Rep] | [Schedule demo] |
+
+## Pricing & Packages
+
+<!-- Reference pricing so your agent can draft proposals accurately -->
+
+| Package | Price | Includes | Discount Authority |
+|---------|-------|----------|-------------------|
+| [Starter] | $[X]/mo | [Features] | [Up to 10%] |
+| [Professional] | $[X]/mo | [Features] | [Up to 15%] |
+| [Enterprise] | $[X]/mo | [Features] | [Requires VP approval] |
+
+**Floor price:** Never go below $[X]/mo for any package
+**Annual discount:** [X]% for annual prepay
+**Multi-year:** [X]% additional for 2+ years
+
+## Competitive Intelligence
+
+### [Competitor A]
+- **Strengths:** [What they do well]
+- **Weaknesses:** [Where we beat them]
+- **Pricing:** [What we know about their pricing]
+- **Win strategy:** [How we typically win against them]
+
+### [Competitor B]
+- **Strengths:** [What they do well]
+- **Weaknesses:** [Where we beat them]
+- **Pricing:** [What we know about their pricing]
+- **Win strategy:** [How we typically win against them]
+
+## Key Accounts
+
+<!-- Your most important customers — for reference in upsells and case studies -->
+
+| Account | ARR | Since | Champion | Expansion Opportunity |
+|---------|-----|-------|----------|-----------------------|
+| [Account 1] | $[X]K | [Year] | [Contact] | [Additional seats/products] |
+| [Account 2] | $[X]K | [Year] | [Contact] | [Upgrade to Enterprise] |
+
+## Ideal Customer Profile (ICP)
+
+- **Industry:** [e.g., B2B SaaS, Healthcare, Financial Services]
+- **Company Size:** [e.g., 50-500 employees, $10M-$100M revenue]
+- **Buyer Persona:** [Title, pain points, buying triggers]
+- **Disqualifiers:** [Red flags that indicate poor fit]
+
+## Objection Handling
+
+| Objection | Response Framework |
+|-----------|-------------------|
+| "Too expensive" | [Value justification approach] |
+| "We use [Competitor]" | [Differentiation angle] |
+| "Not the right time" | [Urgency/cost of delay angle] |
+| "Need to talk to [person]" | [Multi-threading strategy] |
+
+## Email Templates
+
+<!-- Store your best-performing templates here for quick reference -->
+
+### Cold Outreach
+> Subject: [Template subject line]
+> [Template body — personalize [BRACKETS] before sending]
+
+### Follow-Up After Demo
+> Subject: [Template]
+> [Template body]
+
+### Re-engagement (Gone Dark)
+> Subject: [Template]
+> [Template body]
+
+## Notes & Lessons
+
+<!-- 
+  Capture what you learn from wins and losses:
+  - "Deals that include a champion call close 2x faster"
+  - "Avoid leading with price — lead with ROI calculator"
+  - "Government deals need 90+ day cycles, adjust forecast"
+-->