See your clients

Lists every client the Stak holds, so it knows which one you mean.

list_clients Example prompts

See what the Stak knows about a client

Lists a client's Stak pages, with a one-line summary of each.

list_stak_files Example prompts

Read a page from a client's Stak

Reads one page, or one section of it, word for word.

read_stak_file Example prompts

Search a client's Stak

Finds where a fact, phrase or topic sits in one client's Stak, and only that client's.

search_stak Example prompts

Look up a client's number

Gets one approved number, like a founding year or review count, from the client's single list of numbers.

get_canonical_stat Example prompts

See a client's approved numbers

Lists every number the client has approved, so the right one can be looked up.

list_canonical_stats Example prompts

Get a client's brand guide

Colors, fonts, logo rules and voice rules for one client, before anything visual or written.

get_brand_guide Example prompts

See a client's logos and images

Lists the official logos and brand images kept in a client's Stak.

list_brand_assets Example prompts

Get a client's logo

Hands over one official logo or brand image, ready to use.

get_brand_asset Example prompts

See what the kits can make

Lists the kits switched on for your agency and what each one makes.

list_skills Example prompts

Use a kit

Loads the step-by-step method for one job, so the work is done your agency's way.

get_skill Example prompts

Pull a client's brief

Gathers everything one client's work is built from: rules, voice, services, proof and what is not known yet.

get_production_brief Example prompts

Check what a client's Stak can support

Says what can be made for a client today, and what is missing for the rest.

get_production_readiness Example prompts

Check an ad's safe zone

Shows where each social platform's buttons and captions cover an ad, so nothing important gets hidden.

get_safe_zone Example prompts

Plan a landing page

Picks the right kind of landing page for a goal and lays out its sections.

get_page_blueprint Example prompts

Build a page's schema

Writes the structured data search engines read for one page, from the client's own facts.

build_schema_markup Example prompts

Fix or add something in the Stak

Files a correction or a new fact for one client. An Admin approves it before the Stak changes.

log_stak_update_request Example prompts

See what's waiting for approval

Lists the corrections waiting in the Queue.

list_stak_update_requests Example prompts

Preview a change

Shows one waiting correction in full, and whether it will apply cleanly.

get_stak_update_request Example prompts

Approve a change

Approves one correction, so it reaches the Stak at the next publish.

approve_stak_update_request Example prompts

Approve several changes at once

Approves a batch of corrections as one change.

approve_stak_update_requests Example prompts

Turn down a change

Closes a correction without applying it, with the reason.

deny_stak_update_request Example prompts

Get walked through adding a client

Says the next step for a client being set up, one step at a time.

onboarding_guide Example prompts

See where every new client is

Shows each client being set up: their step, how long it has been and who owns it.

list_onboarding Example prompts

Add a new client

Creates a new client in the Stak and starts their setup.

start_onboarding Example prompts

Set up a client you already had

Opens setup for a client who was live before onboarding existed, starting from their current Stak.

start_backfill Example prompts

Give the research a client's own file

Adds one of the client's own files, like a brochure or price list, to the research.

file_client_source Example prompts

Start the research on a client

Reads the client's website, public footprint and any files you filed, and builds the first version of their Stak.

start_research Example prompts

Check a client's research

Says whether a client's research is queued, running, done or stopped, and why.

research_status Example prompts

Hand back a built Stak for review

Hands a client's newly built Stak to your team for review. Nothing goes live yet.

deliver_built_stak Example prompts

Go through a client's built Stak

Reads the Stak built for a client, to check it before it is approved.

review_built_stak Example prompts

Approve a client's built Stak

Makes the built Stak the client's own Stak and moves them to Questions.

approve_built_stak Example prompts

Send a built Stak back

Sets a built Stak aside with your reason, so the research can run again.

send_back_built_stak Example prompts

Move a client to the next step

Moves a client along setup: building, questions, confirm, live.

move_onboarding_stage Example prompts

Update a client's access checklist

Marks which of a client's accounts your team can get into.

record_access Example prompts

Record how the questions went out

Notes whether the client got the interview link or a meeting, and when.

record_handoff Example prompts

Tick a setup box

Ticks or unticks a setup checkbox, like the client's numbers being confirmed.

tick_checkpoint Example prompts

Note a client's first win

Records the first real piece of work that went out from the Stak.

record_first_win Example prompts

Record when a Stak was built

Records the day a client's Stak was built.

record_stak_built Example prompts

Name who owns a client's setup

Names the account manager who owns a client's onboarding.

set_onboarding_owner Example prompts

File a client's answers

Files a client's answers to their setup questions, in their own words.

file_onboarding_answers Example prompts

Catch up on a client

Says what the last meetings, calls and emails were about, and what's owed, late items first.

list_client_record Example prompts

Log a meeting, call or email

Turns a transcript, your notes or an email thread into one entry on the client's record, with who owes what.

log_client_record Example prompts

Update a client's Pulse

Scores an earlier conversation, or adds what your email, calendar, Slack or project tool shows about how the relationship is going.

update_pulse Example prompts

Mark something owed as done

Ticks an item off a client's Owed list.

mark_owed_done Example prompts

See your team

Lists everyone on the team, what they can do and which clients they work on.

list_people Example prompts

Add someone or change their access

Adds a guest or contractor, or changes someone's roles and clients.

add_person Example prompts

Turn off someone's access

Cuts a person's access to the whole Stak at once. It can be undone.

deactivate_person Example prompts

Restore someone's access

Gives a person back the access they had.

reactivate_person Example prompts

Take someone off the list

Removes a guest or contractor whose work has ended, roles and all.

remove_person Example prompts

See how the team uses the Stak

Shows what gets used, what gets read, and what people searched for that the Stak could not answer.

stak_usage_report Example prompts

Stop billing a client

Stops a client's monthly billing when you no longer work with them. Their Stak stays.

deactivate_client Example prompts

Bring a client back

Starts billing a client again, like adding them.

reactivate_client Example prompts

Check the Stak is working

Checks the Stak is up and when its content last changed.

health Example prompts