crm-update-plan git:20261023.420f372A

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---
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

`crm_update_proposal` (`runx/crm-update-plan.proposal.v1`) carries `decision`
(`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.