Account Executive
Works every open deal from first meeting to signature: call follow-ups with a dated next step, mutual action plans, proposals and RFP answers.
Starter catalog · sales
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This is public source history at 3326d161b836. Changes on main may not be released or installed on your team. Entries are commit summaries, not claims that a bot has updated itself. Check published releases for availability.
Changelog
Bot instructions: mail sending is turned on in Tico by a person; bot.yaml only asks (#351)
AGENT.mdbot.yamlcard.yamlknowledge/examples/deal-review.mdplaybooks/after-a-call.mdplaybooks/onboarding.mdplaybooks/proposal-or-rfp.mdplaybooks/weekly-deal-review.md
Docs: Credentials and grants everywhere, current menu paths, architecture and harness corrections, regenerated screenshots
.env.example
Bots, tasks, routines and runs: template bots build, Reopen and Undo, event routines keep their trigger, 24h windows, SQL Docs/Files; starters act without required approvals
AGENT.mdbot.yamlcard.yamlknowledge/examples/deal-review.mdplaybooks/after-a-call.mdplaybooks/onboarding.mdplaybooks/proposal-or-rfp.mdplaybooks/weekly-deal-review.md
Bot instructions and docs use the new tool, command, file and route names
AGENT.mdknowledge/README.mdplaybooks/after-a-call.mdplaybooks/onboarding.mdplaybooks/proposal-or-rfp.mdplaybooks/weekly-deal-review.md
Bot files and settings: bot.yaml, routines:, tools:, HUB_BOT, needs_setup, groups.yaml, bot-<slug>
.env.examplebot.yamlcard.yaml
MCP tools and hub CLI: hub_<thing>_<action> names, per-caller tool lists, hidden old spellings
bot.yaml
Bot templates words: team, human, setup, computer, credential
.env.exampleAGENT.mdcard.yamlemployee.yamlknowledge/README.mdknowledge/examples/deal-review.mdmemory/learnings.mdplaybooks/README.mdplaybooks/after-a-call.mdplaybooks/onboarding.mdplaybooks/proposal-or-rfp.mdplaybooks/weekly-deal-review.mdstate.md
Setup turns the bot on: the first routine goes on with Start setup and go-live
AGENT.mdcard.yamlemployee.yamlplaybooks/onboarding.mdstate.md
Catalog: the Sales department, built from real sales roles
AGENT.mdcard.yamlemployee.yamlknowledge/examples/deal-review.mdknowledge/examples/outreach-pack.mdplaybooks/after-a-call.mdplaybooks/onboarding.mdplaybooks/proposal-or-rfp.mdplaybooks/research-an-account.mdplaybooks/weekly-deal-review.mdplaybooks/weekly-outreach-drafts.mdstate.md
Starter templates: tell the hub when onboarding is approved, no GitHub writes by default, secrets never in chat
AGENT.mdknowledge/examples/outreach-pack.mdplaybooks/onboarding.md
Starter bots: say current, not tidy, for the pipeline notes
card.yamlplaybooks/onboarding.mdplaybooks/weekly-outreach-drafts.md
Six starter bots: Chief of Staff, Support Triage, Sales Drafter, Meeting Notes, Mail Drafts, Issue Triage
.claude/settings.json.env.exampleAGENT.mdcard.yamlemployee.yamlknowledge/examples/outreach-pack.mdplaybooks/onboarding.mdplaybooks/research-an-account.mdplaybooks/weekly-outreach-drafts.mdstate.md
Docs and templates: docs/files.md, bots publish their deliverables, changelog
AGENT.md
Tico 0.2.5
.claude/settings.json.env.example.gitignoreAGENT.mdcard.yamlemployee.yamlknowledge/README.mdmemory/decisions.mdmemory/learnings.mdplaybooks/README.mdplaybooks/research-an-account.mdreports/.gitkeepskills/.gitkeepsoftware/.gitkeepstate.md