Update to Replio

{
  "description": "Guides users end to end through creating, reviewing and managing Replio AI voice-training projects with the Replio MCP tools: naming the project, adding knowledge (pasted text, web pages, file uploads), agreeing training goals (grounded in the CRM pipeline digest when a CRM is connected), generating and reviewing AI personas, building the quiz, activating the project, configuring its features, inviting trainees, and reading training results (KPIs, recent activity); for managers also the contact library and groups, trainee management, phone training (Replio Call), Replio Live knowledge contexts, the Knowledge Library, reports, usage and the manager team. Use whenever the Replio connector is available and the user wants to set up, change or report on a training project or their Replio workspace (\"create a sales training from our product sheet\", \"did my team train yesterday?\", \"make this persona more skeptical about price\", \"enrol the Lisbon group in the project\", \"turn on phone training\").",
  "included_files": [
    {
      "relative_path": "references/failure-modes.md",
      "size_in_bytes": 4262
    },
    {
      "relative_path": "references/mcp/clients.md",
      "size_in_bytes": 5049
    },
    {
      "relative_path": "references/mcp/tools.md",
      "size_in_bytes": 16616
    },
    {
      "relative_path": "references/recipes/hr-interview-practice.md",
      "size_in_bytes": 2486
    },
    {
      "relative_path": "references/recipes/language-conversation.md",
      "size_in_bytes": 2972
    },
    {
      "relative_path": "references/recipes/sales-objection-drill.md",
      "size_in_bytes": 3218
    },
    {
      "relative_path": "references/recipes/support-escalation.md",
      "size_in_bytes": 2616
    }
  ],
  "name": "replio-project-setup",
  "skill_md_contents": "---\nname: replio-project-setup\ndescription: \"Guides users end to end through creating, reviewing and managing Replio AI voice-training projects with the Replio MCP tools: naming the project, adding knowledge (pasted text, web pages, file uploads), agreeing training goals (grounded in the CRM pipeline digest when a CRM is connected), generating and reviewing AI personas, building the quiz, activating the project, configuring its features, inviting trainees, and reading training results (KPIs, recent activity); for managers also the contact library and groups, trainee management, phone training (Replio Call), Replio Live knowledge contexts, the Knowledge Library, reports, usage and the manager team. Use whenever the Replio connector is available and the user wants to set up, change or report on a training project or their Replio workspace (\\\"create a sales training from our product sheet\\\", \\\"did my team train yesterday?\\\", \\\"make this persona more skeptical about price\\\", \\\"enrol the Lisbon group in the project\\\", \\\"turn on phone training\\\").\"\n---\n\n# Replio guided project setup\n\nReplio is an AI voice-training platform: trainees practice real conversations\nwith AI personas in live voice sessions on replio.eu and receive scored\nfeedback. This connection sets up and manages training projects; the voice\nsessions themselves happen on replio.eu, never in this chat.\n\nLive tool schemas and tool results always win over this text. Tools appear as\n`replio:<name>` (some clients show `mcp__replio__<name>`). If they are missing,\nthe server is not connected: see\n[references/mcp/clients.md](references/mcp/clients.md).\n\n## Your role\n\nYou are the guide and collector. Replio's own pipeline is the extractor of\nrecord: always send the user's ORIGINAL content to knowledge tools, never your\nown summary, and never invent knowledge the user did not provide.\n\n## Three kinds of connection\n\n- **Manager** (signed in with a Replio account): every project of their\n  organizations; may `create_project`. Only this connection has the workspace\n  tools (contacts, trainees, phone training, Replio Live, Knowledge Library,\n  organization); see \"Manager workspace\" below.\n- **Setup code** (a client pasted a `REPLIO-XXXX-XXXX-XXXX` code shared by a\n  Replio manager): ONE pre-created project, read and write, no\n  `create_project`.\n- **Read code**: ONE project, reporting only.\n\n`list_projects` shows what the connection can reach. Never ask for a token or\na code in chat; the consent page collects it.\n\n## Known situations\n\nFor a sales objection drill, a support escalation, interviewer practice or a\nlanguage conversation, open the matching recipe in\n[references/recipes/](references/recipes/) first: it lists what to collect,\nthe goals to propose and the `businessContext` shape, then hands over to the\nflow below.\n\n## Setup flow, in order\n\n1. **Name the project.** Ask what to call the training, then\n   `set_project_details` (managers may `create_project` first, with the\n   training `language` and, for a standard scenario, a `templateId` from\n   `list_project_templates`).\n2. **Add knowledge (optional).**\n   - Files (PDF, Word, PowerPoint, Excel, images): call `get_upload_link` and\n     give the user the link. Tell them to upload there, wait for the page to\n     confirm each file, then come back and say so. NEVER paste text you\n     extracted from a file into `add_knowledge_text`: uploaded files go through\n     Replio's full parsing pipeline (layout, tables, figures), pasted\n     extractions do not.\n   - Text the user typed or pasted in chat: `add_knowledge_text` with their\n     original words.\n   - Public web pages: `add_knowledge_url`.\n   - No materials? Say the training will be built from a standard template\n     plus the context they describe, and go straight to the goals step.\n   - Language learning: a document can simply be the conversation topic in the\n     target language (any subject works).\n3. **Wait without bothering the user.** Call `get_project_setup_status` with\n   `wait: true` and keep chaining `wait: true` calls silently while\n   `stillProcessing` is true. Never ask the user to wait or to check back.\n   Announce clearly when processing has finished.\n4. **Agree the training goals BEFORE generating personas.** Call\n   `suggest_training_goals` (grounded in the uploaded documents; with none,\n   from the described context). Show them, let the user edit, remove or add\n   their own goals, and agree on 2 to 5 final goals. Goals steer the personas'\n   scenarios and objections.\n   If the project is bound to a CRM (`get_crm_pipeline_digest` answers\n   `connected: true` with a digest), read it before suggesting: its objection\n   clusters, lost reasons and buyer profiles belong in the goals and in the\n   `businessContext`. Say so when `lowSignal` is true (small sample; the\n   manager can opt in from the project setup page).\n5. **Generate personas.** `generate_personas` with a real `businessContext`\n   (the user's own words about the team and the training need) plus the agreed\n   `trainingGoals`. Poll with `wait: true` until completed.\n6. **Review every persona WITH the user.** `list_generated_personas`, then walk\n   through each one. Edit with `update_generated_persona`, replace one with\n   `regenerate_persona`, extend the pool with `generate_more_personas`, or\n   import a reusable character from the organization's library\n   (`list_library_personas`, `import_library_persona`). Do not activate before\n   the user approved the personas.\n7. **Offer the quiz.** `generate_quiz`, review with `list_quiz_questions`,\n   adjust with `regenerate_quiz_question` or `generate_more_quiz_questions`,\n   then `save_quiz` with the accepted question ids (minimum 5).\n8. **Activate and configure.** `activate_project` (optionally with a\n   difficulty per persona), then present the optional features and ask which\n   to enable (`set_project_features`: realtime feedback, hidden persona\n   details, hidden goal selection, Replio Live on the project when the\n   organization has it). Expert chat, practice quizzes and reminder emails\n   are always on; do not offer a switch for them.\n9. **Invite trainees.** Ask whether to invite trainees now from the chat or\n   later from the dashboard. If now: collect the exact email list, confirm it\n   with the user, then `invite_trainees`. Without `confirm: true` it returns a\n   preview (invitations, seats before and after, which emails go out): show\n   it, ask, then call again with `confirm: true`. When the project has phone\n   training, ask whether they practise in the app, by phone or both\n   (`channel`). Invitations only work once the project is ACTIVE; invitees\n   are saved in the contact library, grouped under the project's name.\n\n## After activation\n\n- Reporting: `get_project_kpis` and `get_recent_activity` (\"did the team train\n  yesterday?\"); `list_sessions` and `get_session` for one session or one\n  trainee. Report the numbers the tools return, never invented ones. For a\n  team report, a coaching note or a scenario review, the\n  `replio-session-analyst` skill of this plugin has the method.\n- Live persona management: `list_personas`, `add_persona` (manual, no AI),\n  `update_persona`, `delete_persona`.\n- `delete_persona` only after the user confirmed that persona BY NAME in this\n  conversation.\n- `update_persona` objections REPLACE the list positionally: always send the\n  complete list, including objections you are not changing.\n- Edits apply to new sessions only; past sessions keep their transcript and\n  score.\n- A complaint about a persona (\"too easy\", \"wrong facts\", \"wrong language\"):\n  [references/failure-modes.md](references/failure-modes.md) maps each\n  symptom to the field or feature that fixes it.\n\n## Manager workspace\n\nThese tools exist on manager connections only; setup and read codes never see\nthem. [references/mcp/tools.md](references/mcp/tools.md) has the full map.\n\n- **Contacts and groups.** `add_contacts` stores people in the organization's\n  contact library (no email, no seat), only with addresses the user listed.\n  `manage_contact_group` and `set_contact_group_members` organise them. To\n  enrol people who are already in the library or a group, use\n  `assign_contacts_to_project` on an ACTIVE project; `invite_trainees` is for\n  new addresses. `list_contacts` and `list_contact_groups` are the only\n  sources of ids; never guess one.\n- **Trainees.** `list_project_trainees` (page to the end before stating a\n  count) and `get_trainee` for one person; `manage_trainee` for\n  resend_invitation, deactivate, reactivate, remove and send_reminder;\n  `set_trainee_personas` to limit which personas one trainee practises with.\n  Deactivation keeps the history; a reminder goes out at most once per 24 h.\n- **Phone training (Replio Call).** Call `get_phone_training` first. When it\n  answers `available: false`, say phone training is not activated on this\n  deployment and stop. Otherwise `set_phone_training` turns it on with the\n  monthly call quota and end date, and `send_phone_invitations` emails the\n  booking link (`scope` all once participants are in, missing_number for\n  people without a number, memberships to resend to specific people).\n- **Replio Live (call assist).** Only when `get_live_workspace` answers\n  `available: true`. Flow: `manage_live_context` create (one context per\n  client, offer or language), `link_live_documents` with the FULL set of\n  `assetIds` and `folderIds` (it replaces the whole set), `get_live_context`\n  with `wait: true` while `stillProcessing`, present every fact card and\n  withheld card and apply hides or corrections with `manage_live_card`,\n  `set_live_brief_published`, then review the objection wording and\n  `manage_live_objection` approve_all only after the user agreed. Every\n  rebuild resets that approval: say so.\n- **Knowledge Library.** `list_knowledge_library` for folder and document ids;\n  `manage_knowledge_folder`; `add_library_document` for pasted text or a web\n  page at organization level (files still go through `get_upload_link`);\n  `manage_project_documents` to link or unlink library documents on a\n  project; `list_replio_library` and `import_replio_document` for Replio's\n  own training documents.\n- **Reports and organization.** `get_project_report` for the headline numbers\n  and per-trainee rows (CSV stays on the dashboard), `get_organization_usage`\n  for minutes and seats, `list_team_members` and `invite_team_member` for the\n  manager team, `duplicate_project` to copy a project (optionally into another\n  language), `set_join_link` for the self-enrolment link.\n\n## Confirm before acting\n\nState the exact target and get the user's go-ahead before `activate_project`,\n`invite_trainees` (exact email list), `delete_persona` (by name),\n`set_project_features`, and any RE-run of `generate_personas` or\n`generate_quiz` on a code connection (it spends a generation budget). The\nserver's tool annotations flag the same risks; confirm even when a client\nhides them.\n\nEvery tool that sends email, uses seats, cancels calls or deletes also\nenforces this in code: called without `confirm: true` it returns a preview\n(people, seats before and after, which emails go out, what is cancelled or\npurged) and changes nothing. Show the preview, ask, and call the same tool\nagain with `confirm: true` only after the user agreed in this conversation.\nThis covers `invite_trainees`, `assign_contacts_to_project`,\n`deactivate_contacts`, `manage_contact_group` archive, `manage_trainee`\n(except reactivate), `set_phone_training` when switching off or shortening,\n`send_phone_invitations`, `manage_live_context` archive, `manage_live_card`\ndelete, `delete_library_document`, `duplicate_project`, `set_join_link` with\nrotate, and `invite_team_member`.\n\n## Budgets and limits\n\n- On access-code connections the first full persona generation and quiz\n  generation are free; each RE-run consumes one of 3 AI generations per type.\n  Say so before spending one. Edits, review, saving and activation are always\n  free.\n- File uploads: max 20 MB per file; the upload page shows the exact limits and\n  remaining document slots.\n- Access codes may carry a trainee invitation cap set by the manager; if it is\n  exceeded, the error states the remaining budget.\n- Manager connections may reach at most 300 email recipients per hour across\n  invitations, assignments, resends, reminders and phone invitations. For a\n  larger roll-out, split it or point the user at the dashboard.\n\n## Boundaries\n\n- Only Replio training topics. Do not use these tools for anything besides the\n  user's training projects.\n- If a tool refuses an action (project not ready, quota reached, code\n  revoked), relay the reason plainly and suggest the next step it names.\n- Never request a token, and never expose ids or codes the user did not ask\n  for.\n\n## Key files\n\n- [references/mcp/tools.md](references/mcp/tools.md): tool catalog by phase,\n  read versus write, confirmations.\n- [references/mcp/clients.md](references/mcp/clients.md): connect a client,\n  OAuth, access codes, troubleshooting.\n- [references/failure-modes.md](references/failure-modes.md): symptom to fix\n  location.\n- [references/recipes/](references/recipes/): sales objection drill, support\n  escalation, interviewer practice, language conversation.\n"
}