Account Create

When to use this skill

• •Lookup returned no matching accounts
• •User confirmed creation of new account
• •Have minimum required information (company name)

Required information

Creation process

1. •Generate unique account ID
2. •Create directory structure:
   code

   mem/accounts/{account_id}/
   ├── state.md
   ├── history.md
   └── sources/
       ├── emails/
       ├── calls/
       └── sms/
   

3. •Write initial state.md with provided fields
4. •Write initial history.md with creation entry
5. •Index in Qdrant (name + description)

State.md template

# {Company Name} (Account {ID})

## Status
- **Stage**: {Stage or "New Lead"}
- **Insurance Types**: {Types or "None"}

## Contacts
- **Primary Email**: {Email or "Not provided"}
- **Primary Phone**: {Phone or "Not provided"}

## Next Steps
- Initial outreach needed

## Pending Actions
- Gather business details

## Last Contact
- **Date**: {Creation date}
- **Type**: account created

After creation

• •Return the new account ID and path
• •Continue with any pending update request