indigoai-us/hq-packages/engagement-status

Engagement status — Client Engagement

Answer "where does this client stand?" by joining the company's GTM silos onto one read-only picture: pipeline stage and health, last touch, open items, and contract/billing state — plus the cross-source flags that mean someone needs to act. Across the whole book, it's a status board; for one client, it's a standing.

Resolve context first

1. Active company {co}. Read companies/{co}/client-management.yaml for:

• `owner` — for "my clients" scoping.
• `stages` — the company's own pipeline vocabulary.
• `silos` — which backend holds each dimension:
• pipeline → stage, owner, account/deal.
• contracts → agreement / signing state.
• billing → invoices / subscriptions (may be absent).
• mail / meetings → recent-touch, for staleness.

1. Search only `{co}`'s corpus and connections — cross-company retrieval is a

category-1 violation.

Read each silo (read-first, defensive)

For each silo you need, branch on mode:

• `connected` → drive the referenced connection

(companies/{co}/connections/<slug>.yaml) read capability, reaching credentials only via hq secrets exec (never inline, never printed).

• `native` → read the ontology via /crm.
• absent → report it ("no billing connected") — never assume a vendor.

A silo failing (bad key, API blip) degrades that cell to unknown and is listed under Source notes — it never crashes the run and is never silently read as "fine."

Compute the flags (the point of the tool)

Join across silos, in the company's own vocabulary:

• active-but-unsigned — declared active in pipeline, no completed

agreement in contracts.

• invoice-unsent — latest invoice in billing is a draft (created, not

sent).

• invoice-overdue — latest invoice is open and past due.
• active-but-uninvoiced — active client with no invoice yet.
• stale-engagement — no recent touch in mail/meetings beyond the

company's threshold.

State each flag with the silos it was joined from.

Output

# Engagement status — {Client}
 
**Stage:** {stage} · **Owner:** {owner} · **Last touch:** {date / what}
 
| Dimension | State | Source |
|---|---|---|
| Pipeline  | {stage / health}        | {pipeline silo} |
| Contract  | {signed / sent / draft / —} | {contracts silo} |
| Billing   | {latest invoice + status} | {billing silo or "—"} |
| Open items| {what's outstanding}    | {pipeline / activity} |
 
## Flags
-{flag} — _joined from {silos}_
 
## Source notes
-{any silo that degraded to unknown, and why}

For the whole-book view, emit one row per active client; digest mode lists only clients carrying a flag.

Rules

• Read-first. This skill only reads. Any external side effect — drafting or

creating an agreement, writing to the CRM, syncing/deploying a client portal, anything that sends/spends/publishes — is confirmation-gated: present the exact action and wait for explicit approval. No autonomous side effects.

• Tenant isolation: only {co}'s config, connections, and collections.
• Degrade gracefully: an absent or failing silo is reported, never assumed.
• Secrets only via `hq secrets exec`: never read, print, or inline a

credential.

• Never invent terms. Any number reported comes from the silo or the

canonical engagement record — not a guess.