Libra by Exla

Summary

Logan Hansen () logged into Simcare today with no onboarding transcript. Isabelle asked to run account setup mimicking Sam MacGregor's live setup rather than fresh transcript discovery , this is the skill's Rule 50 "new seat" path.
This PR contains only the two approval-gate documents required before any write: the full technical plan (docs/account-setup/simcare-ai-2026-09-10.md) and the customer-facing proposal (docs/account-setup/simcare-ai-proposal.md). No database writes, no phase scripts, no agent activation have run.
Read Sam's entire live playbook (PLAYBOOK.md + 8 resources + 6 subagents) directly from the DB, separated shared team/business doctrine (safe to copy) from Sam's own voice/identity (stripped per Rule 51 , hardcoded sign-off, self-introduction script, verbatim examples, [[event:]] citations all tied to Sam's own sent mail).
Flags several pre-existing gaps found along the way, not caused by this setup: Sam's own account contradicts its own stated "org-level only" playbook policy (everything actually lives at user level); Sam is missing the Meeting Prep trigger entirely and has Daily Agenda un-wired (predates Rule 49); call-questions.md field names have drifted from the real custom field schema.
Logan's own account_context.sentEmails has no real signal yet (4 auto-generated/test entries) , voice personalization is explicitly deferred to Phase 7b once he has genuine sent mail, rather than inventing placeholder examples.

Isabelle reviews both docs, edits/redirects as needed
Isabelle decides the org-level-vs-user-level playbook architecture question (Notes item 2)
Isabelle confirms Logan's role relative to Sam in the account-manager kickoff pattern (Notes item 3)
On explicit "approve"/"y", run Phase 2C (seedPlaybookFiles first, then patch) through Phase 6 in order, per the tracker in the technical plan
Phase 7 (initial sync) and Phase 8 (agent activation) each require their own separate explicit approval per the skill's mandatory gates , not implied by approval of this PR

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