review-demos

SKILL.md

Review InboxMate Demos

Announce:

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Demo Review Pipeline started.
Checking environment...
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STEP 0 — Check Environment

Before doing anything, check if a .env file exists in the current working directory. Read it and source it:

source .env

The .env file should contain tokens for:

  • CRM API — for querying and updating opportunities (variable name should be obvious, e.g. contains "CRM" and "TOKEN")
  • InboxMate MCP API — for auto-fixing widget styles (variable name should reference "MCP" or "DEMO" and "TOKEN")

If the .env file is missing or doesn't contain recognizable tokens for both services, stop immediately and ask the user to provide them.

Note on env var placeholders: Throughout this skill, $<CRM_TOKEN_VAR> and $<MCP_TOKEN_VAR> mean "use the actual variable name you found in .env for the CRM token and InboxMate MCP token respectively." Substitute with the real variable names when running commands.

Once verified, announce: Environment OK. Finding demos pending review...


STEP 1 — Find Demos Pending Review

Query CRM for opportunities at SCREENING stage with demoStatus = PENDING_REVIEW:

curl -s -X POST https://crm.psquared.dev/graphql \
  -H "Content-Type: application/json" \
  -H "Authorization: Bearer $<CRM_TOKEN_VAR>" \
  -d '{"query":"{ opportunities(filter: { stage: { eq: SCREENING }, demoStatus: { eq: PENDING_REVIEW } }, first: 50) { edges { node { id name stage demoStatus demoUrl { primaryLinkUrl } company { id name domainName { primaryLinkUrl } } } } } }"}'

Announce:

Found [N] demos pending review:
1. [Company Name] — [demoUrl]
2. [Company Name] — [demoUrl]
...

If none found, announce "No demos pending review" and stop.


STEP 2 — Review Each Demo

For each opportunity, perform a quality check:

2a — Fetch the Demo Page

Use WebFetch to open the demo playground URL. The demo page is at demo.inboxmate.psquared.dev/?id=<demoId>.

Look at the page content for:

  • Company name and branding
  • Bot greeting message
  • Quick questions displayed
  • Color theme

2b — Fetch the Company Website

Use WebFetch on the company's domain (from company.domainName.primaryLinkUrl). Compare against the demo.

2b2 — Get Brand Colors via OpenBrand

Call the OpenBrand API to extract the company's actual brand colors:

WebFetch: https://openbrand.sh/api/extract?url=https://[companyDomain]

From the response, find the primary color — look for the color tagged as "primary" in the colors array. Record this hex value as expectedPrimaryColor.

If OpenBrand fails or returns no colors, fall back to manually inspecting the company website HTML for dominant button/CTA colors.

2b3 — Get Demo Data via API

Fetch the demo's stored data to check the countdown configuration:

WebFetch: https://app.psquared.dev/api/demo/[demoId]

Extract the demoId from the opportunity's demoUrl (the ?id= parameter or last path segment).

From the response, record:

  • offerText — the offer headline text
  • offerExpiresAt — the countdown deadline (ISO date, or null if missing)
  • agentId — needed for auto-fixes

2c — Quality Checklist

Score each item as PASS or FAIL:

Check What to verify
Company match Demo mentions the correct company name
Language match Demo language matches the company website language (DE/EN/both)
Greeting quality Greeting is specific to the company, not generic ("Hi! How can I help?")
Quick questions Questions are relevant to this company's products/services
Color match Widget primary color matches OpenBrand expectedPrimaryColor. Compare hex values — minor shade differences (e.g. #1a365d vs #1e3a5f) are OK, but completely different hues are a FAIL.
Countdown set offerExpiresAt is present AND is a future date (not null, not expired). The offerText should describe a time-limited offer that matches the deadline premise — NOT "Kostenlose Erstberatung" or generic text. If the CRM opportunity has a deadline mentioned in the notes, the countdown should match that deadline.
Content accuracy Any visible knowledge snippets reference real products/services from the website
No hallucinations Demo doesn't mention products, pricing, or features not on the company website

2d — Auto-Fix: Colors

If the Color match check FAILED (widget color doesn't match OpenBrand primary color):

  1. Call update_widget_style via the InboxMate MCP to fix the color:
curl -s -X POST https://app.psquared.dev/api/mcp \
  -H "Content-Type: application/json" \
  -H "Authorization: Bearer $<MCP_TOKEN_VAR>" \
  -d '{"jsonrpc":"2.0","id":1,"method":"tools/call","params":{"name":"update_widget_style","arguments":{"agentId":"[agentId]","primaryColor":"[expectedPrimaryColor]"}}}'
  1. Republish the agent:
curl -s -X POST https://app.psquared.dev/api/mcp \
  -H "Content-Type: application/json" \
  -H "Authorization: Bearer $<MCP_TOKEN_VAR>" \
  -d '{"jsonrpc":"2.0","id":1,"method":"tools/call","params":{"name":"publish_agent","arguments":{"agentId":"[agentId]"}}}'

Announce: Auto-fixed: Updated [Company] widget color from [oldColor] to [expectedPrimaryColor]

After auto-fixing, mark the Color match check as PASS (fixed).

2e — Auto-Fix: Countdown / Deadline

If the Countdown set check FAILED (missing offerExpiresAt, expired date, or wrong offerText):

Determine the correct deadline:

  • If the CRM opportunity notes mention a specific deadline → use that date
  • Otherwise → set to 7 days from today (ISO 8601)

Determine the correct offer text:

  • The text should describe a time-limited offer that fits the countdown premise
  • Good examples (DE): "Jetzt starten und 50% Rabatt im ersten Jahr sichern", "Ihren KI-Assistenten jetzt aktivieren — Sonderkonditionen sichern"
  • Good examples (EN): "Start now and save 50% in your first year", "Activate your AI assistant now — special terms available"
  • Never use "Kostenlose Erstberatung" — the countdown is for an offer deadline, not a consultation

Apply the fix — update the demo_pages table directly via Supabase:

Use mcp__plugin_supabase_supabase__execute_sql with:
  project_id: "fevtfywriufbqnvbgyrm"
  query: UPDATE demo_pages SET offer_text = '[corrected offerText]', offer_expires_at = '[corrected ISO date]' WHERE id = '[demoId]'

Announce: Auto-fixed: Updated [Company] countdown — expires [date], text: "[offerText]"

After auto-fixing, mark the Countdown set check as PASS (fixed).

2f — Make a Decision

  • 6+ PASS (including auto-fixed), 0 critical FAILsOK_TO_SEND
  • Any critical FAIL (wrong company, wrong language, hallucinated content) → NEEDS_FIX
  • Minor issues only (greeting could be better) → OK_TO_SEND with note about improvements
  • Auto-fixed items count as PASS but should be mentioned in the review note

STEP 3 — Update CRM

If OK_TO_SEND:

# Update demoStatus
curl -s -X POST https://crm.psquared.dev/graphql \
  -H "Content-Type: application/json" \
  -H "Authorization: Bearer $<CRM_TOKEN_VAR>" \
  -d '{"query":"mutation { updateOpportunity(id: \"[opportunityId]\", data: { demoStatus: OK_TO_SEND, demoReviewIssues: null }) { id } }"}'

If NEEDS_FIX:

curl -s -X POST https://crm.psquared.dev/graphql \
  -H "Content-Type: application/json" \
  -H "Authorization: Bearer $<CRM_TOKEN_VAR>" \
  -d '{"query":"mutation { updateOpportunity(id: \"[opportunityId]\", data: { demoStatus: NEEDS_FIX, demoReviewIssues: \"[Issue 1: description. Issue 2: description. Suggested fixes: ...]\" }) { id } }"}'

STEP 4 — Report

Announce:

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Demo Review complete.

✅ OK to send:
  - [Company A] — [brief reason]
  - [Company B] — [brief reason]

❌ Needs fix:
  - [Company C] — [issue summary]

Next step: Send approved demos to prospects
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CRM Fields Updated by This Skill

Step Field Value When
3 (OK) demoStatus OK_TO_SEND Demo passed QA
3 (OK) demoReviewIssues null Clear any previous issues
3 (FIX) demoStatus NEEDS_FIX Demo failed QA
3 (FIX) demoReviewIssues "Issue 1: ... Issue 2: ..." What's wrong and how to fix

Reads: demoStatus (filter PENDING_REVIEW), demoUrl (demo page link), company domain

Does NOT touch: outreachSentAt, followupSentAt, agenthubAccountId, stage

Important: demoStatus is a GraphQL enum — use bare values (no quotes): demoStatus: OK_TO_SEND

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