handle-reply

name	handle-reply
title	Handle reply
description	Processes inbound replies to outbound sequences. Classifies intent, drafts the right response or stop action, and updates CRM and Swan state without auto-sending.
category	Outreach

Instructions

State check. This skill assumes a CRM is connected, at least one sender is configured with instructions, and the org has approved message examples to anchor voice. Check the CRM connection, load sender instructions, and pull message examples before drafting. If no sender instructions exist, ask the user to define voice once so every reply lands consistent — don't fall back to a generic tone. If no CRM is connected, the skill still runs for the draft itself, but skip the CRM write steps and tell the user.

Step 1 — Load the thread and the sequence context

Pull the sequence and the latest reply:

• swan-search-sequences filtered to the contact or company to find the active sequence.
• swan-get-sequence for the full thread and the original outbound message.
• hubspot-search-objects on Contacts + Companies to confirm CRM state (lifecycle stage, owner, deal associations).

If the response is large, read the full JSON from files/tool-outputs/swan-get-sequence_<callId>.json in swan-execute-code and print only the last 2-3 thread turns plus the sequence goal.

Step 2 — Classify intent

Read the reply once and pick exactly one bucket. Keep the classification one line.

Intent	Signals	Next action
Interested	Asks a question, requests a meeting, asks for pricing, "tell me more"	Draft a fast positive reply, propose times, offer a deck
Objection	Concern about price, fit, timing, "not now," "we use X"	Draft a reframe — address the objection, offer one specific next step
Wrong person	"Not me," "talk to X," referral to a colleague	Route to the new contact, ask for the warm intro, thank them
Unsubscribe	"Stop emailing," "remove me," "unsubscribe"	Stop the sequence, mark do-not-contact, no reply
Out of office	Auto-reply, return date, alt contact	Pause the sequence to the return date; if alt contact given, route
Neutral / soft no	"Reaching out later," "send info," vague	Drop a short value follow-up, push to next sequence step

If the reply is ambiguous, ask the user which bucket fits — don't guess.

Step 3 — Draft the response

Match the sender's voice using swan-get-sender-instructions and swan-get-message-examples. Draft inline in the conversation (not in the sequence editor yet). Keep it short — most reply responses are 2-4 sentences.

For interested: propose two specific time windows or a calendar link, name a concrete next step.

For objection: acknowledge the concern in one sentence, reframe with one specific data point or case, propose one small next step (15-min call, async loom, one-page brief).

For wrong person / referral: thank them, ask for the right contact's name + email, offer to take the conversation off their plate.

For unsubscribe: no reply. Stop the sequence and write a note instead.

For out of office: no reply. Adjust sequence schedule.

For neutral: one-line value-add tied to a specific signal on the account (recent funding, hire, post). Don't pile on.

Step 4 — Update Swan and CRM state

After the user approves the draft:

• If unsubscribe: stop sequence + hubspot-update-contact to set the do-not-contact flag the org uses + hubspot-create-note capturing the reason.
• If wrong person and they named the right contact: hubspot-search-objects to find the new contact, hubspot-create-association to link them to the company, hubspot-create-note on the original contact recording the referral.
• If interested or objection: hubspot-create-note summarizing the reply in 1-2 lines, hubspot-update-contact lifecycle stage if it moves (e.g. lead → opportunity), hubspot-create-task for the user to follow up if no auto-send.
• For all buckets: swan-update-company if the reply reveals new facts about the account (use case, current vendor, timing).

For a batch of replies (more than ~5 at once), switch to swan-execute-code with output/actions.json to write all CRM updates in one shot.

Rules

• NEVER auto-send the drafted reply. Always show the draft and wait for the user.
• NEVER unsubscribe without an explicit unsubscribe intent — "not interested" is an objection, not a stop.
• NEVER ignore a wrong-person reply. The referral is the highest-leverage outcome.
• MUST log a note on every classified reply so the next touch has context.
• If the inbox shows > 20 unread replies, switch to swan-execute-code: dump the list to a file, classify in pandas (intent column), print per-bucket counts, then process one bucket at a time.