communication-draft

根据账户上下文与历史记录，自动生成个性化的后续沟通内容（邮件、通话脚本、短信）。

SKILL.md

--- frontmatter

name: communication-draft
description: Draft personalized follow-up communications (email, call script, SMS) based on account context and history.

Communication Draft

When to use this skill

•After identifying account needs follow-up
•User requests a draft for specific account
•Preparing batch follow-up communications

Channels

Email

•Subject line + body
•Professional but warm tone
•Include specific context from history

Call Script

•Talking points, not word-for-word script
•Key questions to ask
•Objection handling notes

SMS

•Brief, conversational
•Clear call-to-action
•Under 160 characters ideal

Context to include

•
From state.md:
- •Stage and insurance types
- •Next steps and pending actions
- •Contact name
•
From history.md:
- •Last interaction summary
- •Previous commitments made
•
From sources/:
- •Recent communication topics
- •Client preferences/concerns

Draft output

json

{
  "channel": "email",
  "subject": "Following up on your GL quote - Sunny Days Childcare",
  "body": "Hi [Name],\n\nI wanted to follow up on the General Liability quote we discussed last week...",
  "context_used": ["state.md", "call_150734/summary.md"],
  "rationale": "Quote was pitched 4 days ago, client mentioned needing time to review with partner"
}

Templates

See assets/templates.md for starter templates by channel and stage.

Personalization rules

•Reference specific details from their communications
•Acknowledge their situation/concerns
•Provide clear next step
•Match tone to previous interactions