vellum 0.2.14 → 0.3.2

package/src/config/bundled-skills/phone-calls/SKILL.md

@@ -1,522 +0,0 @@
----
-name: "Phone Calls"
-description: "Set up Twilio for outgoing phone calls and place AI-powered voice calls on behalf of the user"
-user-invocable: true
-metadata: {"vellum": {"emoji": "📞", "requires": {"config": ["calls.enabled"]}}}
-includes: ["public-ingress"]
----
-
-You are helping the user set up and make outgoing phone calls via Twilio. This skill covers the full lifecycle: Twilio account setup, credential storage, public ingress configuration, enabling the calls feature, placing calls, and monitoring live transcripts.
-
-## Overview
-
-The calling system uses Twilio's ConversationRelay to place outbound phone calls. Twilio works out of the box as the default voice provider. Optionally, you can enable ElevenLabs integration for higher-quality, more natural-sounding voices — but this is entirely optional.
-
-When a call is placed:
-
-1. The assistant initiates an outbound call via the Twilio REST API
-2. Twilio connects to the gateway's voice webhook, which returns TwiML
-3. Twilio opens a ConversationRelay WebSocket for real-time voice streaming
-4. An LLM-driven orchestrator manages the conversation — receiving caller speech (transcribed by Deepgram), generating responses via Claude, and streaming text back for TTS playback
-5. The transcript is relayed live to the user's conversation thread
-
-Three voice quality modes are available:
-- **`twilio_standard`** (default) — Fully supported. Standard Twilio TTS with Google voices. No extra setup required.
-- **`twilio_elevenlabs_tts`** — Fully supported. Uses ElevenLabs voices through Twilio ConversationRelay for more natural speech.
-- **`elevenlabs_agent`** — **Experimental/restricted.** Full ElevenLabs conversational agent mode. Consultation bridging (`waiting_on_user`) is not yet supported in this mode; the runtime guard blocks it before any ElevenLabs API calls are made. See the "Runtime behavior" section below for fallback and strict-fail details.
-
-You can keep using Twilio only — no changes needed. Enabling ElevenLabs can improve naturalness and quality.
-
-The user's assistant gets its own personal phone number through Twilio. All implicit calls (without an explicit mode) always use this assistant number. Optionally, users can call from their own phone number if it's authorized with the Twilio account — this must be explicitly requested per call via `caller_identity_mode="user_number"`.
-
-## Step 1: Check Current Configuration
-
-First, check whether Twilio is already configured:
-
-```bash
-vellum config get calls.enabled
-```
-
-Also check for existing credentials:
-
-```bash
-credential_store action=list
-```
-
-Look for entries with service `twilio` and fields `account_sid`, `auth_token`, and `phone_number`.
-
-If all three credentials exist and `calls.enabled` is `true`, skip to the **Making Calls** section. If credentials are partially configured, skip to whichever step is still needed.
-
-## Step 2: Create a Twilio Account
-
-If the user doesn't have a Twilio account yet, guide them through setup:
-
-1. Tell the user: **"You'll need a Twilio account to make phone calls. Sign up at https://www.twilio.com/try-twilio — it's free to start and includes trial credit."**
-2. Once they have an account, they need three pieces of information:
-   - **Account SID** — found on the Twilio Console dashboard at https://console.twilio.com
-   - **Auth Token** — found on the same dashboard (click "Show" to reveal it)
-   - **Phone Number** — a Twilio phone number capable of making voice calls
-
-### Getting a Twilio Phone Number
-
-If the user doesn't have a Twilio phone number yet:
-
-1. Direct them to https://console.twilio.com/us1/develop/phone-numbers/manage/incoming
-2. Click **"Buy a Number"**
-3. Select a number with **Voice** capability enabled
-4. For trial accounts, Twilio provides one free number automatically — check "Active Numbers" first
-
-Tell the user: **"This will be your assistant's personal phone number — the number that shows up on caller ID when calls are placed."**
-
-## Step 3: Store Twilio Credentials
-
-Once the user provides their credentials, store them securely using the `credential_store` tool. Ask the user to paste each value, then store them one at a time:
-
-**Account SID:**
-```
-credential_store action=store service=twilio field=account_sid value=<their_account_sid>
-```
-
-**Auth Token:**
-```
-credential_store action=store service=twilio field=auth_token value=<their_auth_token>
-```
-
-**Phone Number** (must be in E.164 format, e.g. `+14155551234`):
-```
-credential_store action=store service=twilio field=phone_number value=<their_phone_number>
-```
-
-After storing, verify each credential was saved:
-```
-credential_store action=list
-```
-
-Confirm that entries for service `twilio` with fields `account_sid`, `auth_token`, and `phone_number` appear in the output.
-
-**Important:** Credentials are stored in the OS keychain (macOS Keychain / Linux secret-service) or encrypted at rest. They are never logged or exposed in plaintext.
-
-## Step 4: Set Up Public Ingress
-
-Twilio needs a publicly reachable URL to send voice webhooks and establish the ConversationRelay WebSocket. The **public-ingress** skill handles this via ngrok.
-
-Check if ingress is already configured:
-
-```bash
-vellum config get ingress.publicBaseUrl
-vellum config get ingress.enabled
-```
-
-If not configured, load and run the public-ingress skill:
-
-```
-skill_load skill=public-ingress
-```
-
-Follow the public-ingress skill's instructions to set up the ngrok tunnel. Once complete, the gateway will be reachable at the configured `ingress.publicBaseUrl`.
-
-**Twilio needs these webhook endpoints (handled automatically by the gateway):**
-- Voice webhook: `{publicBaseUrl}/webhooks/twilio/voice`
-- Status callback: `{publicBaseUrl}/webhooks/twilio/status`
-- ConversationRelay WebSocket: `{publicBaseUrl}/webhooks/twilio/relay` (wss://)
-
-No manual Twilio webhook configuration is needed — the assistant registers webhook URLs dynamically when placing each call.
-
-## Step 5: Enable Calls
-
-Enable the calls feature:
-
-```bash
-vellum config set calls.enabled true
-```
-
-Verify:
-```bash
-vellum config get calls.enabled
-```
-
-## Step 6: Verify Setup (Test Call)
-
-Before making real calls, offer a quick verification:
-
-1. Confirm credentials are stored: all three Twilio credentials (`account_sid`, `auth_token`, `phone_number`) must be present
-2. Confirm ingress is running: `ingress.publicBaseUrl` must be set and the tunnel active
-3. Confirm calls are enabled: `calls.enabled` must be `true`
-
-Suggest a test call to the user's own phone: **"Want to do a quick test call to your phone to make sure everything works?"**
-
-If they agree, ask for their personal phone number and place a test call with a simple task like "Introduce yourself and confirm the call system is working."
-
-## Caller Identity
-
-All implicit calls (calls without an explicit `caller_identity_mode`) always use the assistant's Twilio phone number. This is the number that appears on the recipient's caller ID.
-
-### User-number mode (per-call only)
-
-If the user wants a specific call to appear as coming from their own phone number, they must explicitly pass `caller_identity_mode: 'user_number'` on that call. The user's phone number must be either owned by or verified with the same Twilio account.
-
-**To configure a user phone number:**
-
-```
-credential_store action=store service=twilio field=user_phone_number value=+14155559999
-```
-
-**To use it for a specific call**, pass `caller_identity_mode: 'user_number'` when calling `call_start` — see the Making Calls section for examples. User-number mode cannot be set as a global default; it must be requested explicitly per call.
-
-### Configuration reference
-
-| Setting | Description | Default |
-|---|---|---|
-| `calls.callerIdentity.allowPerCallOverride` | Whether per-call mode selection is allowed | `true` |
-| `calls.callerIdentity.userNumber` | Optional E.164 phone number for user-number mode (alternative to storing via `credential_store`) | *(empty)* |
-
-## Optional: Higher Quality Voice with ElevenLabs
-
-ElevenLabs integration is entirely optional. The standard Twilio-only setup works unchanged — this section is only relevant if you want to improve voice quality.
-
-### Mode: `twilio_elevenlabs_tts`
-
-Uses ElevenLabs voices through Twilio's ConversationRelay. Speech is more natural-sounding than the default Google TTS voices.
-
-**Recommended user-friendly workflow (no technical IDs required):**
-
-1. Ask what kind of voice the user wants (examples: "warm", "professional", "playful", "calm", "deeper", "brighter")
-2. If the user doesn't care, keep `twilio_standard` (simplest path)
-3. If they want higher-quality voice, switch to `twilio_elevenlabs_tts` and choose a matching ElevenLabs voice on their behalf
-
-The user should not need to know what a `voiceId` is unless they explicitly want advanced/manual control.
-
-**Manual/advanced setup (optional):**
-
-```bash
-vellum config set calls.voice.mode twilio_elevenlabs_tts
-vellum config set calls.voice.elevenlabs.voiceId "<your-voice-id>"
-```
-
-By default, the system sends a **bare** `voiceId` to Twilio ConversationRelay (no model/tuning suffix). This is the safest default across voice IDs.
-
-If you want to force Twilio's extended voice spec, you can optionally set a model ID:
-
-```bash
-vellum config set calls.voice.elevenlabs.voiceModelId "flash_v2_5"
-```
-
-When `voiceModelId` is set, the emitted voice string becomes:
-`voiceId-model-speed_stability_similarity`.
-
-### Mode: `elevenlabs_agent` (experimental/restricted)
-
-Full ElevenLabs conversational agent mode. This requires an ElevenLabs account with an agent configured on their platform.
-
-**Restriction:** This mode is currently restricted because consultation bridging (`waiting_on_user`) is not yet supported. A runtime guard in `handleVoiceWebhook` blocks `elevenlabs_agent` before any ElevenLabs API calls are made.
-
-**Setup:**
-
-1. Store your ElevenLabs API key securely:
-
-```
-credential_store action=store service=elevenlabs field=api_key value=<your_api_key>
-```
-
-2. Set the voice mode and agent ID:
-
-```bash
-vellum config set calls.voice.mode elevenlabs_agent
-vellum config set calls.voice.elevenlabs.agentId "<your-agent-id>"
-```
-
-### Fallback behavior and `fallbackToStandardOnError`
-
-By default, `calls.voice.fallbackToStandardOnError` is `true`. This setting controls what happens when an ElevenLabs mode encounters errors or is restricted.
-
-#### Invalid configuration (e.g., missing voiceId or agentId)
-
-- **`true` (default):** The profile resolver silently falls back to `twilio_standard` mode and logs a warning. The call proceeds with standard Twilio TTS.
-- **`false`:** The voice webhook returns **HTTP 500** with the specific configuration error details (e.g., `"Voice quality configuration error: calls.voice.elevenlabs.voiceId is required..."`).
-
-#### `elevenlabs_agent` mode guard (consultation bridging unsupported)
-
-- **`true` (default):** The `elevenlabs_agent` mode is silently downgraded to standard ConversationRelay TwiML with a warning log. The call proceeds normally with standard Twilio TTS. No ElevenLabs API calls are made.
-- **`false`:** The voice webhook returns **HTTP 501** with the message: `"elevenlabs_agent mode is restricted: consultation bridging (waiting_on_user) is not yet supported."`. No ElevenLabs API calls are made.
-
-You can disable fallback if you want strict ElevenLabs-only behavior:
-
-```bash
-vellum config set calls.voice.fallbackToStandardOnError false
-```
-
-### Reverting to standard Twilio
-
-To go back to the default voice at any time:
-
-```bash
-vellum config set calls.voice.mode twilio_standard
-```
-
-## Making Calls
-
-Use the `call_start` tool to place outbound calls. Every call requires:
-- **phone_number**: The number to call in E.164 format (e.g. `+14155551234`)
-- **task**: What the call should accomplish — this becomes the AI voice agent's objective
-- **context** (optional): Additional background information for the conversation
-
-### Example calls:
-
-**Making a reservation:**
-```
-call_start phone_number="+14155551234" task="Make a dinner reservation for 2 people tonight at 7pm" context="The user's name is John Smith. Prefer a table by the window if available."
-```
-
-**Calling a business:**
-```
-call_start phone_number="+18005551234" task="Check if they have a specific product in stock" context="Looking for a 65-inch Samsung OLED TV, model QN65S95D. Ask about availability and price."
-```
-
-**Following up on an appointment:**
-```
-call_start phone_number="+12125551234" task="Confirm the dentist appointment scheduled for next Tuesday at 2pm" context="The appointment is under the name Jane Doe, DOB 03/15/1990."
-```
-
-### Caller identity in calls
-
-Implicit calls always use the assistant's Twilio number (`assistant_number`). Only specify `caller_identity_mode` when the user explicitly requests a different identity for a specific call.
-
-**Default call (assistant number):**
-```
-call_start phone_number="+14155551234" task="Check store hours for today"
-```
-
-**Call from the user's own number:**
-```
-call_start phone_number="+14155551234" task="Check store hours for today" caller_identity_mode="user_number"
-```
-
-**Decision rule:** Implicit calls (no explicit mode) always use the assistant's Twilio number. Only use `caller_identity_mode="user_number"` when the user explicitly requests it for a specific call.
-
-### Phone number format
-
-Phone numbers MUST be in E.164 format: `+` followed by country code and number with no spaces, dashes, or parentheses.
-- US/Canada: `+1XXXXXXXXXX` (e.g. `+14155551234`)
-- UK: `+44XXXXXXXXXX` (e.g. `+442071234567`)
-- International: `+{country_code}{number}`
-
-If the user provides a number in a different format, convert it to E.164 before calling. If the country is ambiguous, ask.
-
-### Trial account limitations
-
-On Twilio trial accounts, outbound calls can ONLY be made to **verified numbers**. If a call fails with a "not verified" error:
-1. Tell the user they need to verify the number at https://console.twilio.com/us1/develop/phone-numbers/manage/verified
-2. Or upgrade to a paid Twilio account to call any number
-
-## Live Call Monitoring
-
-### Showing the live transcript
-
-By default, always show the live transcript of the call as it happens. When a call is in progress:
-
-1. After placing the call with `call_start`, immediately begin polling with `call_status` to track the call state
-2. The system fires transcript notifications as the conversation unfolds — both caller speech and assistant responses appear in real time in the conversation thread
-3. Present each transcript entry clearly as it arrives:
-
-```
-📞 Call in progress...
-
-🗣️ Assistant: "Hi, I'm calling on behalf of John to make a dinner reservation for tonight."
-👤 Caller: "Sure, what time would you like?"
-🗣️ Assistant: "We'd like a table for two at 7pm, please."
-👤 Caller: "Let me check... yes, we have availability at 7pm."
-🗣️ Assistant: "Wonderful! The reservation would be under John Smith."
-```
-
-4. Continue monitoring until the call completes or fails
-
-### Interacting with a live call
-
-During an active call, the user can type messages in the chat thread to interact with the AI voice agent in real time. Messages are automatically routed to the call via the call bridge, which decides how to handle them based on the call's current state:
-
-#### Mode 1: Answering questions
-
-When the AI voice agent encounters something it needs user input for, a **pending question** appears in the chat. The call status changes to `waiting_on_user`.
-
-1. A **pending question** appears in `call_status` output
-2. Present the question prominently to the user:
-
-```
-❓ The person on the call asked something the assistant needs your help with:
-   "They're asking if you'd prefer the smoking or non-smoking section?"
-```
-
-3. The user replies directly in the chat — since there is a pending question, the reply is automatically routed as an **answer** to the AI voice agent
-4. The AI voice agent receives the answer and continues the conversation naturally
-
-**Important:** Respond to pending questions quickly. There is a consultation timeout (default: 2 minutes). If no answer is provided in time, the AI voice agent will move on.
-
-#### Mode 2: Steering with instructions
-
-When there is **no pending question** but the call is still active, any message the user types in the chat is treated as a **steering instruction**. This lets the user proactively guide the call in real time — for example:
-
-- "Ask them about their cancellation policy too"
-- "Wrap up the call, we have what we need"
-- "Switch to asking about weekend availability instead"
-- "Be more assertive about getting a discount"
-
-The instruction is injected into the AI voice agent's conversation context as high-priority input, and the agent adjusts its behavior accordingly. A confirmation message ("Instruction relayed to active call.") appears in the chat thread.
-
-**The user does not need to do anything special** — just type a message. The system automatically determines whether it should be an answer or an instruction based on whether a question is pending.
-
-### Call status values
-
-- **initiated** — Call is being placed
-- **ringing** — Phone is ringing on the other end
-- **in_progress** — Call is connected, conversation is active
-- **waiting_on_user** — AI agent needs input from the user (check pending question)
-- **completed** — Call ended successfully
-- **failed** — Call failed (check lastError for details)
-- **cancelled** — Call was manually cancelled
-
-### Ending a call early
-
-Use `call_end` with the call session ID to terminate an active call:
-```
-call_end call_session_id="<session_id>" reason="User requested to end the call"
-```
-
-## Call Quality Tips
-
-When crafting tasks for the AI voice agent, follow these guidelines for the best call experience:
-
-### Writing good task descriptions
-
-- **Be specific about the objective**: "Make a dinner reservation for 2 at 7pm tonight" is better than "Call the restaurant"
-- **Include relevant context**: Names, account numbers, appointment details — anything the agent might need
-- **Specify what information to collect**: "Ask about their return policy and store hours" tells the agent what to gather
-- **Set clear completion criteria**: The agent knows to end the call when the task is fulfilled
-
-### Providing context
-
-The `context` field is powerful — use it to give the agent background that helps it sound natural:
-
-- User's name and identifying details (for making appointments, verifying accounts)
-- Preferences and constraints (dietary restrictions, budget limits, scheduling conflicts)
-- Previous interaction history ("I called last week and spoke with Sarah about...")
-- Special instructions ("If they put you on hold for more than 5 minutes, hang up and we'll try again later")
-
-### Things the AI voice agent handles well
-
-- Making reservations and appointments
-- Checking business hours, availability, or pricing
-- Confirming or rescheduling existing appointments
-- Gathering information (store policies, product availability)
-- Simple customer service interactions
-- Leaving voicemails (it will speak the message if voicemail picks up)
-
-### Things to be aware of
-
-- Calls have a maximum duration (configurable via `calls.maxDurationSeconds`, default: 1 hour)
-- The agent gives a 2-minute warning before the time limit
-- Emergency numbers (911, 112, 999, etc.) are blocked and cannot be called
-- The AI disclosure setting (`calls.disclosure.enabled`) controls whether the agent announces it's an AI at the start of the call
-
-## Configuration Reference
-
-All call-related settings can be managed via `vellum config`:
-
-| Setting | Description | Default |
-|---|---|---|
-| `calls.enabled` | Master switch for the calling feature | `false` |
-| `calls.provider` | Voice provider (currently only `twilio`) | `twilio` |
-| `calls.maxDurationSeconds` | Maximum call length in seconds | `3600` (1 hour) |
-| `calls.userConsultTimeoutSeconds` | How long to wait for user answers | `120` (2 min) |
-| `calls.disclosure.enabled` | Whether the AI announces itself at call start | `true` |
-| `calls.disclosure.text` | The disclosure message spoken at call start | `"I should let you know that I'm an AI assistant calling on behalf of my user."` |
-| `calls.model` | Override LLM model for call orchestration | *(uses default model)* |
-| `calls.callerIdentity.allowPerCallOverride` | Allow per-call caller identity selection | `true` |
-| `calls.callerIdentity.userNumber` | E.164 phone number for user-number mode | *(empty)* |
-| `calls.voice.mode` | Voice quality mode (`twilio_standard`, `twilio_elevenlabs_tts`, `elevenlabs_agent`) | `twilio_standard` |
-| `calls.voice.language` | Language code for TTS and transcription | `en-US` |
-| `calls.voice.transcriptionProvider` | Speech-to-text provider (`Deepgram`, `Google`) | `Deepgram` |
-| `calls.voice.fallbackToStandardOnError` | Auto-fallback to standard Twilio TTS on ElevenLabs errors | `true` |
-| `calls.voice.elevenlabs.voiceId` | Advanced/internal ElevenLabs voice identifier. Usually set by the assistant based on requested voice style | *(empty)* |
-| `calls.voice.elevenlabs.voiceModelId` | Optional Twilio ConversationRelay model suffix. Leave empty to send bare `voiceId` | *(empty)* |
-| `calls.voice.elevenlabs.agentId` | ElevenLabs agent ID (for `elevenlabs_agent` mode) | *(empty)* |
-| `calls.voice.elevenlabs.speed` | Playback speed (`0.7` – `1.2`) | `1.0` |
-| `calls.voice.elevenlabs.stability` | Voice stability (`0.0` – `1.0`) | `0.5` |
-| `calls.voice.elevenlabs.similarityBoost` | Voice similarity boost (`0.0` – `1.0`) | `0.75` |
-
-### Adjusting settings
-
-```bash
-# Increase max call duration to 2 hours
-vellum config set calls.maxDurationSeconds 7200
-
-# Disable AI disclosure (check local regulations first)
-vellum config set calls.disclosure.enabled false
-
-# Custom disclosure message
-vellum config set calls.disclosure.text "Just so you know, this is an AI assistant calling for my user."
-
-# Give more time for user consultation
-vellum config set calls.userConsultTimeoutSeconds 300
-```
-
-## Troubleshooting
-
-### "Twilio credentials not configured"
-Run Step 3 to store your Account SID, Auth Token, and Phone Number via `credential_store`.
-
-### "Calls feature is disabled"
-Run `vellum config set calls.enabled true`.
-
-### "No public base URL configured"
-Run the **public-ingress** skill to set up ngrok and configure `ingress.publicBaseUrl`.
-
-### Call fails immediately after initiating
-- Check that the phone number is in E.164 format
-- Verify Twilio credentials are correct (wrong auth token causes API errors)
-- On trial accounts, ensure the destination number is verified
-- Check that the ngrok tunnel is still running (`curl -s http://127.0.0.1:4040/api/tunnels`)
-
-### Call connects but no audio / one-way audio
-- The ConversationRelay WebSocket may not be connecting. Check that `ingress.publicBaseUrl` is correct and the tunnel is active
-- Verify the gateway is running on `http://127.0.0.1:${GATEWAY_PORT:-7830}`
-
-### "Number not eligible for caller identity"
-The user's phone number is not owned by or verified with the Twilio account. The number must be either purchased through Twilio or added as a verified caller ID at https://console.twilio.com/us1/develop/phone-numbers/manage/verified.
-
-### "Per-call caller identity override is disabled"
-The setting `calls.callerIdentity.allowPerCallOverride` is set to `false`, so per-call `caller_identity_mode` selection is not allowed. Re-enable overrides with `vellum config set calls.callerIdentity.allowPerCallOverride true`.
-
-### Caller identity call fails on trial account
-Twilio trial accounts can only place calls to verified numbers, regardless of caller identity mode. The user's phone number must also be verified with Twilio. Upgrade to a paid account or verify both the source and destination numbers.
-
-### "This phone number is not allowed to be called"
-Emergency numbers (911, 112, 999, 000, 110, 119) are permanently blocked for safety.
-
-### ngrok tunnel URL changed
-If you restarted ngrok, the public URL has changed. Update it:
-```bash
-vellum config set ingress.publicBaseUrl "<new-url>"
-```
-Or re-run the public-ingress skill to auto-detect and save the new URL.
-
-### Call drops after 30 seconds of silence
-The system has a 30-second silence timeout. If nobody speaks for 30 seconds, the agent will ask "Are you still there?" This is expected behavior.
-
-### Call quality didn't improve after enabling ElevenLabs
-- Verify `calls.voice.mode` is set to `twilio_elevenlabs_tts` or `elevenlabs_agent` (not still `twilio_standard`)
-- Ask for the desired voice style again and try a different voice selection
-- If configuring manually: check that `calls.voice.elevenlabs.voiceId` contains a valid ElevenLabs voice ID
-- If mode is `elevenlabs_agent`, ensure `calls.voice.elevenlabs.agentId` is also set
-
-### Twilio says "application error" right after answer
-- This often means ConversationRelay rejected voice configuration after TwiML fetch
-- Keep `calls.voice.elevenlabs.voiceModelId` empty first (bare `voiceId` mode)
-- If you set `voiceModelId`, try clearing it and retesting:
-  `vellum config set calls.voice.elevenlabs.voiceModelId ""`
-
-### ElevenLabs mode falls back to standard
-When `calls.voice.fallbackToStandardOnError` is `true` (the default), the system silently falls back to standard Twilio TTS if ElevenLabs encounters an error or restriction. Check:
-- For `elevenlabs_agent` mode: this mode is currently restricted (consultation bridging not yet supported) and will always fall back to standard when fallback is enabled. If fallback is disabled, the voice webhook returns HTTP 501.
-- For `twilio_elevenlabs_tts` mode: verify `calls.voice.elevenlabs.voiceId` is set to a valid voice ID
-- For invalid configs (missing voiceId/agentId): if fallback is disabled, the voice webhook returns HTTP 500 with the config error
-- Review daemon logs for warning messages about fallback or guard activation

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

@@ -1,31 +0,0 @@
----
-name: "Playbooks"
-description: "Trigger-action automation rules for handling incoming messages"
-metadata: {"vellum": {"emoji": "\ud83d\udcd6"}}
----
-
-Playbooks are trigger-action automation rules that tell the assistant how to handle incoming messages matching a pattern.
-
-## Structure
-
-Each playbook has:
-
-- **Trigger**: Pattern or description that activates the rule (e.g. "meeting request", "from:ceo@*")
-- **Action**: What to do when triggered (natural language description)
-- **Channel**: Which channel the rule applies to ("*" = all channels, or specific like "email", "slack")
-- **Category**: Free-form grouping label (e.g. "scheduling", "triage")
-- **Autonomy level**: How much autonomy the assistant has
-  - `auto` -- execute immediately without asking
-  - `draft` -- prepare a response for user review (default)
-  - `notify` -- alert the user only
-- **Priority**: Numeric priority for overlapping rules (higher = takes precedence)
-
-## Lifecycle
-
-1. Create a playbook with `playbook_create` specifying trigger and action.
-2. List existing playbooks with `playbook_list`, optionally filtering by channel or category.
-3. Update rules with `playbook_update` or remove them with `playbook_delete`.
-
-## Storage
-
-Playbooks are stored as memory items with semantic retrieval, enabling fuzzy matching of incoming messages against trigger patterns.

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

@@ -1,126 +0,0 @@
-{
-  "version": 1,
-  "tools": [
-    {
-      "name": "playbook_create",
-      "description": "Create an action playbook \u2014 a trigger\u2192action rule that tells the assistant how to handle incoming messages matching a pattern",
-      "category": "playbook",
-      "risk": "low",
-      "input_schema": {
-        "type": "object",
-        "properties": {
-          "trigger": {
-            "type": "string",
-            "description": "Pattern or description that triggers this playbook (e.g. \"meeting request\", \"from:ceo@*\", \"newsletter\")"
-          },
-          "action": {
-            "type": "string",
-            "description": "What to do when the trigger matches \u2014 natural language action description (e.g. \"check calendar, propose 3 times\")"
-          },
-          "channel": {
-            "type": "string",
-            "description": "Channel this rule applies to (e.g. \"email\", \"slack\"), or \"*\" for all channels. Defaults to \"*\"."
-          },
-          "category": {
-            "type": "string",
-            "description": "Free-form category for grouping (e.g. \"scheduling\", \"triage\"). Defaults to \"general\"."
-          },
-          "autonomy_level": {
-            "type": "string",
-            "enum": ["auto", "draft", "notify"],
-            "description": "How much autonomy: \"auto\" = execute automatically, \"draft\" = draft for review, \"notify\" = notify only. Defaults to \"draft\"."
-          },
-          "priority": {
-            "type": "number",
-            "description": "Relative priority \u2014 higher numbers take precedence. Defaults to 0."
-          }
-        },
-        "required": ["trigger", "action"]
-      },
-      "executor": "tools/playbook-create.ts",
-      "execution_target": "host"
-    },
-    {
-      "name": "playbook_list",
-      "description": "List action playbooks, optionally filtered by channel or category",
-      "category": "playbook",
-      "risk": "low",
-      "input_schema": {
-        "type": "object",
-        "properties": {
-          "channel": {
-            "type": "string",
-            "description": "Filter by channel (e.g. \"email\", \"slack\"). Omit to show all."
-          },
-          "category": {
-            "type": "string",
-            "description": "Filter by category (e.g. \"scheduling\", \"triage\"). Omit to show all."
-          }
-        }
-      },
-      "executor": "tools/playbook-list.ts",
-      "execution_target": "host"
-    },
-    {
-      "name": "playbook_update",
-      "description": "Update an existing action playbook rule",
-      "category": "playbook",
-      "risk": "low",
-      "input_schema": {
-        "type": "object",
-        "properties": {
-          "playbook_id": {
-            "type": "string",
-            "description": "ID of the playbook to update (from playbook_list results)"
-          },
-          "trigger": {
-            "type": "string",
-            "description": "Updated trigger pattern"
-          },
-          "action": {
-            "type": "string",
-            "description": "Updated action description"
-          },
-          "channel": {
-            "type": "string",
-            "description": "Updated channel (\"*\" for all)"
-          },
-          "category": {
-            "type": "string",
-            "description": "Updated category"
-          },
-          "autonomy_level": {
-            "type": "string",
-            "enum": ["auto", "draft", "notify"],
-            "description": "Updated autonomy level"
-          },
-          "priority": {
-            "type": "number",
-            "description": "Updated priority"
-          }
-        },
-        "required": ["playbook_id"]
-      },
-      "executor": "tools/playbook-update.ts",
-      "execution_target": "host"
-    },
-    {
-      "name": "playbook_delete",
-      "description": "Delete an action playbook rule",
-      "category": "playbook",
-      "risk": "low",
-      "input_schema": {
-        "type": "object",
-        "properties": {
-          "playbook_id": {
-            "type": "string",
-            "description": "ID of the playbook to delete (from playbook_list results)"
-          }
-        },
-        "required": ["playbook_id"]
-      },
-      "executor": "tools/playbook-delete.ts",
-      "execution_target": "host"
-    }
-  ]
-}