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feat: add CRM onboarding health skill for BestyCRM#1613

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nathan-dopko:feat/crm-onboarding-health-skill
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feat: add CRM onboarding health skill for BestyCRM#1613
nathan-dopko wants to merge 1 commit intoruvnet:mainfrom
nathan-dopko:feat/crm-onboarding-health-skill

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Summary

  • Adds a new crm-onboarding-health Ruflo skill that analyzes BestyCRM's onboarding pipeline to identify at-risk accounts
  • Creates an agent definition specialized for health score triage and gap diagnosis
  • Wires the skill into .agents/config.toml

The skill teaches Ruflo agents BestyCRM's 6-dimension health scoring model (checklist progress, feature flags, recency, contacts, Stripe, listing health) so they can diagnose which dimensions are dragging an account's score down and produce prioritized action plans grouped by account manager.

Files Changed

File What
.agents/skills/crm-onboarding-health/SKILL.md Full skill definition with scoring model, risk tiers, diagnostic approach, CLI/swarm integration examples
.claude/skills/crm-onboarding-health/SKILL.md Claude Code skill for direct invocation
.claude/agents/crm-onboarding-health.md Agent persona (analyst role)
.agents/config.toml Added skill to enabled list

Test plan

  • Agent spawns successfully (agent spawn -t analyst --name health-analyst)
  • Memory store/retrieve round-trips with vector embedding (memory store --namespace crm)
  • Semantic search finds stored health analysis (memory search --query "at-risk accounts")
  • Doctor passes with skill registered

🤖 Generated with Claude Code

Adds a new Ruflo skill and agent that analyzes BestyCRM's onboarding
pipeline to identify at-risk accounts, diagnose health score gaps across
six weighted dimensions, and generate prioritized action plans grouped
by account manager.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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