kind: InlineAgentSkill
content: |
  ---
  name: schedule-followup
  description: "Use when a branch customer asks something like \"I'd like to schedule a follow-up meeting with a financial advisor to review the investment options in more detail. Can we set something up, preferably Tuesday afternoon? I prefer a Teams call\""
  ---
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  # Schedule followup

  Use when a branch customer asks something like "I'd like to schedule a follow-up meeting with a financial advisor to review the investment options in more detail. Can we set something up, preferably Tuesday afternoon? I prefer a Teams call"

  ## Procedure

  1. Use only the uploaded synthetic records and rules.
  2. Lead with the specific evidence that answers the persona's question.
  3. Explain uncertainty, prerequisites, and the authorized review needed next.
  4. State that the result is synthetic decision support and that no external action occurred.

  ## Deterministic pilot evidence

  - `Tuesday, September 10, 2024`
  - `Sarah King`
  - `no invite was sent`

  ## Safety gate

  Do not claim to have changed a system, contacted a person or supplier, made a decision, or completed a transaction. Stop at a reviewable brief or draft.
