git:20261017.16ba3f9 to git:20261023.420f372

---

name: crm-update-plan

description: Reconcile a call transcript against current CRM records and propose allowlisted field updates, each traced to a verbatim transcript quote, with the write left to a gated CRM operator.

---

# CRM Update Plan

Keep pipeline data from rotting after calls without letting an agent write to

the CRM on vibes. The transcript and the current records are the only

evidence; the reconciling agent proposes updates, and deterministic code

enforces the update authority and the evidence trail. The skill never writes;

the sealed proposal is what a gated CRM operator or human approver consumes.

## Procedure

1. Native `data.digest` binds the exact transcript and record set.

2. The reconciling agent proposes field updates from the transcript, each with

the target record, field, new value, and a supporting quote.

3. Deterministic enforcement checks every proposal: the record must exist in

the supplied set, the field must be inside `crm_schema.allowed_fields`

(out-of-allowlist updates are rejected with a named reason, not silently

dropped), the quote must appear verbatim in the transcript, and the value

must be non-empty. An unknown record or an invented quote refuses the whole

run; nothing partial escapes.

4. The proposal packet carries each update's `from` value from the supplied

records so the downstream write can detect drift before applying.

`write_performed` is always false and the packet names its gate

(`crm-operator-or-human-approver`). A run with no supported updates seals

`no_action` rather than inventing work.

## Output

(`proposed`, `no_action`, `refused`), `updates` with before and after values

and evidence quotes, `rejected_updates`, `validation`, and both input digests.

Inputs are `transcript`, `crm_records`, and `crm_schema`.

## Agent task contracts

### `crm-update-plan-reconcile`

Read `transcript`, `crm_records`, and `crm_schema` from step inputs. Return

`update_draft` with `updates`: an array of `record_id`, `field`, `to`, and

`evidence_quote` entries. Only propose updates the transcript actually

supports, quote the transcript verbatim, and only target fields inside the

allowlist. Return an empty `updates` array when the call changes nothing.

Never invent records, quotes, or values.