crewly 1.2.3 → 1.2.4

package/config/templates/dev-fullstack/template.json

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+{
+  "id": "dev-fullstack",
+  "name": "Fullstack Development Team",
+  "description": "Team Leader + developers + QA for building web applications",
+  "category": "development",
+  "version": "1.0.0",
+  "tags": ["development", "web", "fullstack", "testing"],
+  "icon": "laptop",
+  "hierarchical": true,
+  "defaultRuntime": "claude-code",
+  "roles": [
+    {
+      "role": "team-leader",
+      "label": "Tech Lead",
+      "defaultName": "Tech Lead",
+      "count": 1,
+      "hierarchyLevel": 1,
+      "canDelegate": true,
+      "defaultSkills": [
+        "decompose-goal",
+        "delegate-task",
+        "verify-output",
+        "aggregate-results",
+        "handle-failure",
+        "code-review"
+      ],
+      "enableBrowser": true
+    },
+    {
+      "role": "developer",
+      "label": "Developer",
+      "defaultName": "Developer",
+      "count": 2,
+      "hierarchyLevel": 2,
+      "canDelegate": false,
+      "reportsTo": "team-leader",
+      "defaultSkills": [
+        "report-status",
+        "complete-task",
+        "request-help"
+      ],
+      "enableBrowser": false
+    },
+    {
+      "role": "qa-engineer",
+      "label": "QA Engineer",
+      "defaultName": "QA",
+      "count": 1,
+      "hierarchyLevel": 2,
+      "canDelegate": false,
+      "reportsTo": "team-leader",
+      "defaultSkills": [
+        "report-status",
+        "complete-task",
+        "request-help"
+      ],
+      "enableBrowser": true
+    }
+  ],
+  "verificationPipeline": {
+    "name": "Development Quality Pipeline",
+    "steps": [
+      {
+        "id": "quality-gates",
+        "name": "Quality Gates",
+        "description": "Run typecheck, unit tests, lint, and build",
+        "method": "quality_gates",
+        "critical": true,
+        "config": {
+          "gates": ["typecheck", "tests", "build"]
+        }
+      },
+      {
+        "id": "code-review",
+        "name": "Code Review",
+        "description": "TL reviews code diff for patterns and quality",
+        "method": "code_review",
+        "critical": true,
+        "config": {
+          "maxDiffLines": 500,
+          "checkPatterns": true
+        }
+      },
+      {
+        "id": "browser-test",
+        "name": "Browser Verification",
+        "description": "Open in browser, screenshot, verify UI matches spec",
+        "method": "browser_test",
+        "critical": false,
+        "config": {
+          "screenshotTool": "computer-use",
+          "viewports": ["desktop"]
+        }
+      },
+      {
+        "id": "e2e",
+        "name": "E2E Tests",
+        "description": "Run Playwright end-to-end test suite",
+        "method": "e2e_test",
+        "critical": false,
+        "config": {
+          "framework": "playwright",
+          "testDir": "tests/e2e"
+        }
+      }
+    ],
+    "passPolicy": "critical_only",
+    "maxRetries": 2
+  },
+  "monitoringDefaults": {
+    "idleEvent": true,
+    "fallbackCheckMinutes": 5
+  },
+  "maxWorkersPerLeader": 4
+}

package/config/templates/education-smb/README.md

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+# Education SMB Team Template
+
+This template provides a complete AI team setup for small and medium-sized education businesses. It covers the entire lifecycle of educational service delivery, from curriculum design to student engagement and performance analytics.
+
+## 🏗️ Team Composition
+- **Curriculum Designer (Alex)**: Focuses on structure and pedagogy.
+- **Content Creator (Casey)**: Produces engaging lesson materials.
+- **Student Engagement Manager (Sam)**: Manages community and feedback.
+- **Analytics Specialist (Skyler)**: Provides data-driven insights.
+
+## 🔄 Included Workflows
+1. **Course Content Generation**: End-to-end flow from curriculum design to finalized content.
+2. **Student Communication**: Automates feedback loops and announcements.
+3. **Weekly/Monthly Reporting**: Generates operational and performance insights.
+
+## 📚 Bundled Knowledge
+- **Education Industry Context**: Industry-standard SOPs and terminology.
+- **Content Quality Standards**: Guidelines for pedagogical alignment and accessibility.
+
+## 🚀 Quick Start
+To instantiate this team, use the Crewly CLI:
+```bash
+npx crewly create team --template education-smb
+```
+
+## 🎯 Default Goals
+See `goals.md` for the pre-set OKRs designed to drive growth and efficiency in an educational SMB context.

package/config/templates/education-smb/goals.md

@@ -0,0 +1,16 @@
+# Education SMB Team OKRs
+
+## Objective 1: Deliver High-Quality, Scalable Educational Content
+- **KR1**: Complete the curriculum design and content production for [Course Name] within 30 days.
+- **KR2**: Achieve a 100% compliance rate with FERPA/COPPA standards across all content.
+- **KR3**: Maintain a minimum quality score of 4.5/5 across all peer reviews.
+
+## Objective 2: Maximize Student Engagement and Satisfaction
+- **KR1**: Increase average student completion rates for new courses by 20%.
+- **KR2**: Reduce response time to student queries to under 4 hours on average.
+- **KR3**: Maintain a Net Promoter Score (NPS) of 75 or higher.
+
+## Objective 3: Optimize Operational Efficiency through AI
+- **KR1**: Reduce the time-to-market for a new 10-lesson module from 3 weeks to 1 week.
+- **KR2**: Automate 80% of routine student notifications and progress reports.
+- **KR3**: Maintain an AI team token ROI of at least 5x compared to manual labor costs.

package/config/templates/education-smb/knowledge/docs/content-standards.md

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+# Education Content Quality Standards
+
+## 1. Pedagogical Alignment
+- Content must align with the stated learning objectives of the curriculum.
+- Materials should follow an "Instructional Scaffolding" approach (moving from simple to complex).
+
+## 2. Reading Level and Accessibility
+- **Parent Content**: Target Grade 8 reading level.
+- **Student Content**: Target the specific grade level of the target audience.
+- **Teacher Content**: Can use professional terminology but must remain clear and actionable.
+
+## 3. Engagement and Interactivity
+- Use active voice and direct address.
+- Include knowledge checks or reflection prompts every 10-15 minutes of content.
+- Use diverse examples that represent various backgrounds and cultures.
+
+## 4. Compliance and Safety
+- No student PII (Personally Identifiable Information) in public-facing or AI-generated content.
+- All links must be verified for safety and relevance.
+- Content must be free of bias and stereotypes.
+
+## 5. Visual Consistency
+- Use consistent branding and formatting for all course materials.
+- All images must have alt-text for accessibility.

package/config/templates/education-smb/knowledge/docs/education-industry-context.md

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+# Education Industry Context
+
+## Common SOPs
+1. **Curriculum Review Cycle**: Curricula should be reviewed every 6 months to ensure relevance and alignment with current standards.
+2. **Student Privacy Protection**: All student data must be handled according to FERPA (Family Educational Rights and Privacy Act) and COPPA (Children's Online Privacy Protection Act) guidelines.
+3. **Inclusive Design**: Educational materials must be accessible to students with diverse learning needs, following ADA (Americans with Disabilities Act) standards.
+
+## Key Terminology
+- **LMS (Learning Management System)**: Software for the administration, documentation, tracking, and delivery of educational courses.
+- **SIS (Student Information System)**: Management information system for education establishments to manage student data.
+- **IEP (Individualized Education Program)**: A document that is developed for each public school child who needs special education.
+- **Pedagogy**: The method and practice of teaching, especially as an academic subject or theoretical concept.
+- **Blended Learning**: A style of education in which students learn via electronic and online media as well as traditional face-to-face teaching.

package/config/templates/education-smb/knowledge/index.json

@@ -0,0 +1,24 @@
+{
+  "version": "1.0.0",
+  "lastUpdated": "2026-03-04T00:00:00.000Z",
+  "documents": [
+    {
+      "id": "edu-industry-context",
+      "title": "Education Industry Context",
+      "path": "docs/education-industry-context.md",
+      "category": "terminology",
+      "tags": ["education", "sop", "terminology"],
+      "summary": "Common education industry SOPs and terms.",
+      "createdAt": "2026-03-04T00:00:00.000Z"
+    },
+    {
+      "id": "edu-content-standards",
+      "title": "Education Content Quality Standards",
+      "path": "docs/content-standards.md",
+      "category": "best-practice",
+      "tags": ["content", "quality", "standards"],
+      "summary": "Guidelines for educational content quality.",
+      "createdAt": "2026-03-04T00:00:00.000Z"
+    }
+  ]
+}

package/config/templates/education-smb/learned-patterns.json

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+{
+  "version": "1.0.0",
+  "lastUpdated": "2026-03-04T00:00:00.000Z",
+  "patterns": [
+    {
+      "id": "lp-edu-001",
+      "title": "Use conversational tone for parent communication",
+      "category": "best-practice",
+      "context": "Parent newsletters often feel overly formal or academic, leading to low engagement.",
+      "recommendation": "Use a friendly, conversational tone and focus on student achievements. Avoid heavy administrative jargon.",
+      "impact": "medium",
+      "discoveredAt": "2026-03-04T00:00:00.000Z",
+      "tags": ["communication", "parents"]
+    }
+  ]
+}

package/config/templates/education-smb/quality-gates.yaml

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+version: "1.0.0"
+
+settings:
+  runInParallel: false
+  stopOnFirstFailure: true
+
+gates:
+  curriculum-quality:
+    name: Curriculum Quality Gate
+    description: Ensures the curriculum is structured and aligned with objectives.
+    type: manual
+    required: true
+    criteria:
+      - Clear learning objectives for each module.
+      - Logical progression of lessons.
+      - Inclusion of assessment points.
+    reviewer: "Curriculum Designer (Alex)"
+    onFailure: block
+
+  content-quality:
+    name: Content Quality Gate
+    description: Validates lesson materials against content standards.
+    type: manual
+    required: true
+    criteria:
+      - Alignment with curriculum outline.
+      - Reading level appropriate for target audience.
+      - No placeholders or unfinished sections.
+    reviewer: "Curriculum Designer (Alex)"
+    onFailure: block
+
+  final-approval:
+    name: Final Content Approval
+    description: Final sign-off before content deployment.
+    type: manual
+    required: true
+    criteria:
+      - All peer review comments addressed.
+      - Visual assets suggested or integrated.
+      - Compliance check completed.
+    reviewer: "Curriculum Designer (Alex)"
+    onFailure: block
+
+  compliance-check:
+    name: Compliance & Privacy Gate
+    description: Verify communication is FERPA/COPPA compliant.
+    type: manual
+    required: true
+    criteria:
+      - No student PII exposed.
+      - Clear and professional tone.
+      - Necessary privacy disclosures included.
+    reviewer: "Student Engagement Manager (Sam)"
+    onFailure: block
+
+  reporting-quality:
+    name: Report Quality Gate
+    description: Ensures report accuracy and clarity.
+    type: manual
+    required: true
+    criteria:
+      - All key metrics included.
+      - Insights are data-backed.
+      - Actionable recommendations provided.
+    reviewer: "Analytics Specialist (Skyler)"
+    onFailure: block

package/config/templates/education-smb/roles/analytics-specialist.md

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+You are Skyler, the Analytics Specialist. Your goal is to provide data-driven insights into student performance and business growth.
+1. Track and report on key educational metrics (completion rates, assessment scores).
+2. Generate weekly and monthly reports for the management team.
+3. Identify trends in student engagement and curriculum effectiveness.
+4. Recommend data-backed optimizations for the curriculum and content.
+5. Monitor token usage and ROI for the AI team operations.

package/config/templates/education-smb/roles/content-creator.md

@@ -0,0 +1,6 @@
+You are Casey, the Content Creator. Your goal is to produce engaging, high-quality educational content.
+1. Create lesson materials, video scripts, and interactive exercises based on the curriculum.
+2. Adapt the tone and reading level for different audiences (Students, Parents, Teachers).
+3. Optimize content for SEO when creating public-facing blog posts or marketing materials.
+4. Ensure all content meets the "Content Standards" knowledge base requirements.
+5. Use multimedia skills to suggest visual assets for lessons.

package/config/templates/education-smb/roles/curriculum-designer.md

@@ -0,0 +1,6 @@
+You are Alex, the Curriculum Designer. Your goal is to design structured, pedagogically sound educational programs.
+1. Define clear learning objectives and outcomes.
+2. Structure courses into logical modules and lessons.
+3. Ensure alignment with educational standards (e.g., K-12, Higher Ed).
+4. Coordinate with Content Creators to ensure materials match the curriculum design.
+5. Focus on instructional design principles (e.g., Bloom's Taxonomy, ADDIE model).

package/config/templates/education-smb/roles/engagement-manager.md

@@ -0,0 +1,6 @@
+You are Sam, the Student Engagement Manager. Your goal is to foster a positive and productive learning community.
+1. Manage student communications, notifications, and onboarding.
+2. Analyze student feedback and sentiment to identify areas for improvement.
+3. Proactively address student queries and provide support.
+4. Design engagement strategies (e.g., discussion prompts, newsletters).
+5. Ensure compliance with data privacy regulations (FERPA/COPPA) in all communications.

package/config/templates/education-smb/team.json

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+{
+  "name": "Education SMB Team",
+  "description": "Team specialized in curriculum development, content production, student engagement, and educational analytics.",
+  "members": [
+    {
+      "name": "Curriculum Designer (Alex)",
+      "role": "curriculum-designer",
+      "promptSource": {
+        "type": "template",
+        "alias": "curriculum-designer"
+      }
+    },
+    {
+      "name": "Content Creator (Casey)",
+      "role": "content-creator",
+      "promptSource": {
+        "type": "template",
+        "alias": "content-creator"
+      },
+      "skillOverrides": ["seo-blog-writer", "social-media-post"]
+    },
+    {
+      "name": "Student Engagement Manager (Sam)",
+      "role": "student-engagement-manager",
+      "promptSource": {
+        "type": "template",
+        "alias": "engagement-manager"
+      },
+      "skillOverrides": ["feedback-analyzer"]
+    },
+    {
+      "name": "Analytics Specialist (Skyler)",
+      "role": "analyst",
+      "promptSource": {
+        "type": "template",
+        "alias": "analytics-specialist"
+      }
+    }
+  ]
+}

package/config/templates/education-smb/template.json

@@ -0,0 +1,26 @@
+{
+  "id": "education-smb",
+  "name": "Education SMB Team",
+  "description": "A specialized team for small to medium education businesses, focusing on curriculum design, content creation, and student engagement.",
+  "version": "1.0.0",
+  "category": "education",
+  "targetVertical": "Education SMB",
+  "tags": ["education", "k12", "curriculum", "engagement"],
+  "crewlyVersion": ">=1.2.0",
+  "supportedRuntimes": ["claude-code"],
+  "teamConfigFile": "team.json",
+  "primaryWorkflow": "workflows/course-content-generation.yaml",
+  "qualityGatesFile": "quality-gates.yaml",
+  "learnedPatternsFile": "learned-patterns.json",
+  "knowledgeIndexFile": "knowledge/index.json",
+  "requiredSkills": [
+    "seo-blog-writer",
+    "social-media-post",
+    "feedback-analyzer"
+  ],
+  "optionalSkills": [
+    "daily-standup-report"
+  ],
+  "createdAt": "2026-03-04T00:00:00.000Z",
+  "updatedAt": "2026-03-04T00:00:00.000Z"
+}

package/config/templates/education-smb/workflows/course-content-generation.yaml

@@ -0,0 +1,44 @@
+id: course-content-generation
+name: Course Content Generation
+description: Workflow to design curriculum and generate lesson content.
+version: "1.0.0"
+
+steps:
+  - id: design-curriculum
+    order: 1
+    name: Curriculum Design
+    owner: "Curriculum Designer (Alex)"
+    description: Create the course outline and learning objectives.
+    outputs:
+      - name: course-outline
+        description: Structured curriculum outline
+        format: markdown
+    qualityGate: curriculum-quality
+
+  - id: generate-content
+    order: 2
+    name: Content Generation
+    owner: "Content Creator (Casey)"
+    description: Develop lesson materials based on the outline.
+    dependsOn: [design-curriculum]
+    inputs:
+      - name: course-outline
+        format: markdown
+        required: true
+    outputs:
+      - name: lesson-materials
+        description: Draft lesson content
+        format: markdown
+    qualityGate: content-quality
+
+  - id: review-and-finalize
+    order: 3
+    name: Final Review
+    owner: "Curriculum Designer (Alex)"
+    description: Review the generated content against the curriculum goals.
+    dependsOn: [generate-content]
+    inputs:
+      - name: lesson-materials
+        format: markdown
+        required: true
+    qualityGate: final-approval

package/config/templates/education-smb/workflows/reporting.yaml

@@ -0,0 +1,31 @@
+id: education-reporting
+name: Weekly/Monthly Reporting
+description: Generate comprehensive performance and operational reports.
+version: "1.0.0"
+
+steps:
+  - id: collect-metrics
+    order: 1
+    name: Metrics Collection
+    owner: "Analytics Specialist (Skyler)"
+    description: Gather data on student progress, engagement, and token usage.
+    outputs:
+      - name: raw-metrics
+        description: Collected metrics data
+        format: json
+
+  - id: generate-report
+    order: 2
+    name: Report Generation
+    owner: "Analytics Specialist (Skyler)"
+    description: Create a structured report summarizing the metrics and identifying trends.
+    dependsOn: [collect-metrics]
+    inputs:
+      - name: raw-metrics
+        format: json
+        required: true
+    outputs:
+      - name: final-report
+        description: Final weekly/monthly report
+        format: markdown
+    qualityGate: reporting-quality

package/config/templates/education-smb/workflows/student-communication.yaml

@@ -0,0 +1,44 @@
+id: student-communication
+name: Student Communication Workflow
+description: Automating onboarding and feedback loops for students.
+version: "1.0.0"
+
+steps:
+  - id: analyze-feedback
+    order: 1
+    name: Feedback Sentiment Analysis
+    owner: "Student Engagement Manager (Sam)"
+    description: Process recent student feedback to identify sentiment and common themes.
+    outputs:
+      - name: feedback-summary
+        description: Summary of student sentiment
+        format: json
+    requiredSkills:
+      - feedback-analyzer
+
+  - id: draft-announcement
+    order: 2
+    name: Draft Communication
+    owner: "Content Creator (Casey)"
+    description: Draft a newsletter or announcement based on feedback or upcoming events.
+    dependsOn: [analyze-feedback]
+    inputs:
+      - name: feedback-summary
+        format: json
+        required: true
+    outputs:
+      - name: draft-comm
+        description: Drafted student communication
+        format: markdown
+
+  - id: approve-and-send
+    order: 3
+    name: Communication Approval
+    owner: "Student Engagement Manager (Sam)"
+    description: Review and approve the communication for FERPA/COPPA compliance.
+    dependsOn: [draft-announcement]
+    inputs:
+      - name: draft-comm
+        format: markdown
+        required: true
+    qualityGate: compliance-check

package/config/templates/education-smb/workflows.yaml

@@ -0,0 +1,40 @@
+# Education SMB Workflows
+
+- id: course-content-generation
+  name: Course Content Generation
+  description: Workflow to design curriculum and generate lesson content.
+  steps:
+    - id: design-curriculum
+      name: Curriculum Design
+      owner: "Curriculum Designer (Alex)"
+    - id: generate-content
+      name: Content Generation
+      owner: "Content Creator (Casey)"
+    - id: final-review
+      name: Final Review
+      owner: "Curriculum Designer (Alex)"
+
+- id: student-communication
+  name: Student Communication Workflow
+  description: Automating onboarding and feedback loops for students.
+  steps:
+    - id: analyze-feedback
+      name: Feedback Sentiment Analysis
+      owner: "Student Engagement Manager (Sam)"
+    - id: draft-announcement
+      name: Draft Communication
+      owner: "Content Creator (Casey)"
+    - id: approve-and-send
+      name: Communication Approval
+      owner: "Student Engagement Manager (Sam)"
+
+- id: education-reporting
+  name: Weekly/Monthly Reporting
+  description: Generate comprehensive performance and operational reports.
+  steps:
+    - id: collect-metrics
+      name: Metrics Collection
+      owner: "Analytics Specialist (Skyler)"
+    - id: generate-report
+      name: Report Generation
+      owner: "Analytics Specialist (Skyler)"

package/config/templates/insurance-smb/README.md

@@ -0,0 +1,28 @@
+# Insurance SMB Team Template
+
+This template provides a comprehensive AI team for independent insurance agencies and brokerages. It automates critical operational tasks like claims processing, risk analysis, and compliance monitoring, while also driving growth through proactive client engagement.
+
+## 🏗️ Team Composition
+- **Claims Processor (Chris)**: Manages the claims lifecycle from intake to settlement.
+- **Policy Analyst (Pat)**: Analyzes policies, identifies gaps, and conducts risk profiles.
+- **Client Comm Manager (Charlie)**: Handles onboarding, renewals, and cross-selling.
+- **Compliance Officer (Casey)**: Ensures all operations meet regulatory standards.
+- **Marketing Specialist (Morgan)**: Produces educational content and manages leads.
+
+## 🔄 Included Workflows
+1. **Claims Processing**: End-to-end flow from claim intake to settlement calculation.
+2. **New Client Onboarding**: Verifies documents, analyzes risk, and reviews for compliance.
+3. **Renewal & Cross-Sell**: Identifies upcoming renewals and personalizes outreach with cross-sell options.
+
+## 📚 Bundled Knowledge
+- **Insurance Industry Context**: Terminology, core processes, and common insurance lines.
+- **Compliance Checklist**: A rigorous guide for maintaining regulatory compliance.
+
+## 🚀 Quick Start
+To instantiate this team, use the Crewly CLI:
+```bash
+npx crewly create team --template insurance-smb
+```
+
+## 🎯 Default Goals
+See `goals.md` for pre-set OKRs tailored to driving profitability and compliance in an insurance SMB environment.

package/config/templates/insurance-smb/goals.md

@@ -0,0 +1,21 @@
+# Insurance SMB Team OKRs
+
+## Objective 1: Operational Excellence in Claims & Underwriting
+- **KR1**: Reduce average claim cycle time (intake to settlement) by 25%.
+- **KR2**: Achieve a 98% accuracy rate in policy analysis and risk profiling.
+- **KR3**: Zero compliance violations found in quarterly internal audits.
+
+## Objective 2: Drive Growth and Client Retention
+- **KR1**: Increase year-over-year client retention rate to 92%.
+- **KR2**: Generate $100k in new premium through cross-selling/up-selling campaigns.
+- **KR3**: Achieve a 20% conversion rate on new marketing leads.
+
+## Objective 3: Superior Client Experience
+- **KR1**: Maintain a Client Satisfaction Score (CSAT) of 4.8/5.0.
+- **KR2**: Send 100% of renewal reminders at least 60 days before expiration.
+- **KR3**: Reduce time-to-onboard new clients by 50% through workflow automation.
+
+## Objective 4: Technology & AI Efficiency
+- **KR1**: Successfully automate 70% of routine claims intake and validation.
+- **KR2**: AI agents correctly flag 100% of potential high-risk or non-compliant files.
+- **KR3**: Achieve a 5x ROI on AI token spend compared to traditional administrative labor.

package/config/templates/insurance-smb/knowledge/docs/compliance-checklist.md

@@ -0,0 +1,28 @@
+# Insurance Compliance Checklist
+
+## 1. Licensing & Credentials
+- [ ] Agent/Broker licenses are current in all states of operation.
+- [ ] Continuing Education (CE) requirements met for all licensed staff.
+- [ ] E&O insurance for the agency is active and sufficient.
+
+## 2. Client Communications
+- [ ] All solicitations include required state disclosures.
+- [ ] Quotes clearly state they are "estimates" and not "binders."
+- [ ] Policy changes are confirmed in writing within 24 hours.
+- [ ] Record of "declination of coverage" maintained for all refused recommendations.
+
+## 3. Data Privacy & Security
+- [ ] PII (Personally Identifiable Information) is encrypted at rest and in transit.
+- [ ] Multi-factor authentication (MFA) enabled for all agency systems.
+- [ ] Annual privacy notice sent to all clients.
+- [ ] Compliance with HIPAA (if handling health-related data) or state-specific laws (e.g., CCPA).
+
+## 4. Claims Handling
+- [ ] Claims acknowledged within state-mandated timeframes (usually 10-15 days).
+- [ ] Clear documentation of all investigations and settlement decisions.
+- [ ] No "unfair claims practices" (e.g., misrepresenting facts, low-balling offers).
+
+## 5. Marketing & Advertising
+- [ ] No "bait and switch" advertising.
+- [ ] All testimonials are from real clients and used with permission.
+- [ ] Comparison ads are fair and not misleading.