SKILL.md3.1 KBView on GitHub ---
name: account-config
description: >
Help users read, debug, and modify their Cedar account configuration — AOPs, Knowledge Base,
company background, CRM field mappings, conversation fields, sync behavior, executions, draft
analytics, and conversation healing. Use when a user asks to change how the agent behaves,
why something didn't sync, how to fix a conversation, how to tune email style, or how to
modify any configuration layer (KB, background, AOP sections, field mappings, etc.).
---
# Account Configuration
Read the relevant reference file for your task:
| User intent | Reference file |
| --------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------- |
| "Where should this preference / change live?" | `apps/server/.claude/skills/account-config/playbook-anatomy.md` ("What goes where" section) |
| Change how the agent behaves / edit AOP sections / playbook syntax reference | `apps/server/.claude/skills/account-config/playbook-anatomy.md` |
| Why didn't something sync? What syncs when? Debug an execution or read tool calls | `apps/server/.claude/skills/account-config/cedar-system-knowledge.md` + `query-db` skill |
| Edit KB, company background, CRM field mappings, signature | `apps/server/.claude/skills/account-config/playbook-anatomy.md` (config location map) |
| Pull sent email examples / tune writing style | `apps/server/.claude/skills/account-config/draft-analytics.md` |
| Fix a broken conversation (missing email, wrong company, wrong AOP) | `apps/server/.claude/skills/account-config/conversation-healing.md` |
| Bulk account integrity audit | → use `data-integrity` skill |
| Org AOP propagation, force push, field id/type/label rules | → use `update-org-aop` skill |
| **Set up org-level pipeline (shared Deals AOP, All Org canvas, transfer user config to org, onboard new reps)** | → `Org-Level Setup` section in `account-setup-from-transcript` skill |
| General DB queries | → use `query-db` skill |