| name | profile |
| description | Fires during setup and daily briefing. Provides: seller identity, company/product context, competitor context, communication style, daily briefing preference, and setup-state logic. Output contract: the system always knows what has been captured and what is still missing. |
| user-invocable | false |
Profile — Lite Setup & Identity Skill
Purpose
Holds the starter identity and setup-tracking logic for SalesSidekick Lite.
What It Covers
- who the seller is
- what they sell
- who they sell to
- how they sell
- value proposition
- current offer / CTA
- ICP and disqualifiers
- top competitors
- current priorities
- communication style
- whether daily briefing is part of the user's workflow
- whether the workspace install was verified
- whether morning briefing, daily cleanup, and weekly audit agents are scheduled, manual, or not enabled
- whether daily and weekly checklist workflows are being used
- connector readiness, especially email, calendar, Drive, CRM, call recording, Apollo, Slack, Teams, and search/Tavily
- Slack / Teams selected-source intelligence readiness when used
Setup Discipline
The canonical local tracker is data/setup-status.md.
The global settings block should be written from templates/global-identity.md.
The local company context should be written to knowledge-bases/company-context.md using templates/company-context.md.
Connector status should be written to data/connectors.md using templates/connector-status.md.
Required Paths
Read:
data/setup-status.md
templates/company-context.md
templates/global-identity.md
templates/setup-status.md
templates/connector-status.md
data/connectors.md if present
Write:
data/setup-status.md
knowledge-bases/company-context.md
data/connectors.md when connector setup runs
- append one line to
data/ops.log
Tool Requirements
- Global settings write is best effort. If unavailable, provide the completed block for copy/paste and mark it in setup status.
- Connector verification must route to
/connectors; do not claim live tools are connected unless available.
- Slack and Teams setup must route to
/slack-setup or /teams-setup when used.
If global write is not available automatically:
- provide the completed block
- mark
global_identity_copy_ready: true in data/setup-status.md
- keep moving
- still update
data/setup-status.md
Install Understanding
During setup, explain that the founder installed:
- a local operating-system workspace
- eight operating workflows for the operating week
- three Lite-safe operating agents that must be scheduled or run manually
- daily and weekly checklist workflows for keeping maintenance visible
- optional Slack / Teams intelligence workflows for selected-channel operating context
- an outbound SDR engine that should be activated only after the operating layer has context
Daily Briefing Use
The daily briefing should use this skill to:
- understand setup maturity
- surface setup gaps
- show what workflows have and have not been used
- show which agents are scheduled, manual, or missing
- show daily cleanup and checklist status
- show Slack / Teams digest status when configured
- show connector readiness gaps
- frame the day in the user's own context
Required Setup Fields
Setup is not complete until these fields are captured or explicitly marked unknown:
- founder name/title/company
- product/service sold
- how the company sells
- ICP and disqualifiers
- clear value proposition
- current offer or CTA if outbound will be used
- top competitors
- priorities
- communication style
- connector readiness and fallbacks