funnels-knowledge-management

name	Funnels Knowledge Management
description	Agent protocol for reading, interpreting, and updating marketing funnel documentation.

Funnels Knowledge Base Skill

This skill governs how you interact with funnel documentation located in plans/knowledge/funnels/. This applies whenever you are tasked with designing, troubleshooting, or integrating logic related to any funnel (e.g., Eventbrite, GoHighLevel, Facebook Ads, Instantly).

1. Information Retrieval

• Always consult plans/knowledge/funnels/index.md to see the list of active funnels before assuming a system flow.
• Consult the specific funnel document (e.g., ai-clinic.md, ai-fluency.md) when making changes that interact with that funnel's data flow.

2. Mandatory Human Escalation (No Guessing)

When working on a funnel integration, if any part of the flow, system trigger, technical integration, or CRM pipeline mapping is unclear, ambiguous, or missing from the documentation:

1. DO NOT ASSUME OR GUESS.
2. You MUST refer back to the human.
3. Pause your execution and immediately use the notify_user tool (or ask directly) with specific questions to clarify the missing information.
4. If a tag name, pipeline name, or sequence detail is unspecified in the documentation, ask the human for the exact expected value.

3. Knowledge Persistence

Once the human provides the answer or clarification:

1. You MUST update the relevant funnel document in plans/knowledge/funnels/ to persist this new knowledge.
2. If it's a new funnel altogether, create a new document using the standard template and link it in plans/knowledge/funnels/index.md.
3. Preserve the standard template sections (Overview, Traffic Sources, Entry Points, Flow, Integrations, CRM Mapping, Status).