kai-sdr-reply-triage

name

kai-sdr-reply-triage

description

Triage SDR replies and turn inbound responses into safe next actions, CRM handoff notes, suppression updates, objection responses, referrals, and meeting prep triggers. Use when "SDR reply", "triage replies", "outbound replies", "interested reply", "objection reply", "not interested", "unsubscribe", "wrong person", "bounce", "sales follow-up", "booked meeting", or any request to classify and respond to sales development replies.

kai-sdr-reply-triage - Reply Loop

Kai root note: knowledge/, harness/, and scripts/ paths in this skill live in the Kai install, not the user's project. Resolve them against the first ancestor directory of this SKILL.md that contains a knowledge/ folder (the Kai plugin root, ~/.claude/kai, or the kai-cmo-harness repo). MARKETING.md, memory/, and any output files live in the current project. If a referenced scripts/ command is not available in this install, say so, skip it, and continue with the file-based guidance — never fabricate its output.

Classify SDR replies and produce the next safe action. This skill is for inbound responses after outbound, referrals, bounces, opt-outs, objections, and interested replies.

Required Context

Load before triage:

• harness/skill-contracts/sdr-reply-triage.yaml
• harness/skill-contracts/sdr-package.yaml
• harness/references/cold-email-rules.md
• The relevant SDR package folder under workspace/sdr-operator/<package-slug>/
• Sender identity, suppression list, message history, and source evidence for the contact

If any required context is missing, write a triage hold note instead of drafting a send-ready response.

Reply Categories

Classify exactly one primary category:

Category	Action
interested	Prepare meeting handoff and short response. Trigger /kai-sales-meeting-prep.
objection	Identify objection type and draft one respectful response.
referral	Capture referred person, source, and permission trail.
not_now	Draft low-pressure close and future reminder task.
wrong_person	Ask for routing only when appropriate. Do not pressure.
opt_out	Suppress globally. Do not draft further outreach except opt-out confirmation if required.
bounce	Mark invalid contact path and block follow-up on that address.
complaint	Stop sequence, suppress, and route to human owner.
unsubscribe_confirmed	Record suppression and no further action.
needs_human_review	Use for legal, regulated, sensitive, hostile, ambiguous, or high-value replies.

Triage Workflow

1. Read the reply, original message, account row, contact row, source evidence, and suppression state.
2. Classify category, sentiment, urgency, and risk tier.
3. Identify whether the reply changes consent, suppression, routing, meeting status, objection state, or CRM state.
4. Draft the next message only when allowed.
5. Write CRM handoff notes and proposed tasks. Do not mutate CRM.
6. Update memory candidates for objection pattern, source quality, and message quality.
7. Trigger /kai-sales-meeting-prep when the reply implies a meeting, demo, call, referral intro, or buying conversation.

Output

Write to:

workspace/sdr-operator/<package-slug>/replies/<reply-id>.md

Use this shape:

# Reply Triage - <reply-id>

## Classification
- Category:
- Risk tier:
- Sentiment:
- Urgency:
- Suppression action:

## Evidence
- Original message:
- Reply source:
- Account/contact row:
- Claim evidence:

## Next Action
- Owner:
- Action:
- Approval needed:
- Due:

## Draft Response
<Only include when allowed.>

## CRM Handoff
- Proposed note:
- Proposed task:
- Proposed field changes:

## Memory Candidate
- Learning type:
- Signal:
- Do not promote until:

Rules

• Honor opt-outs immediately.
• Do not argue with complaints.
• Do not invent context or a prior relationship.
• Do not add new claims without evidence.
• Do not reply to bounces.
• Do not route sensitive, legal, or regulated replies without human review.
• Keep responses under 120 words unless the user asks for a longer sales response.
• Use one CTA or one next action.