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效率与协作 · SKILL.md

gym-arbox-status-playbook

gym-arbox-status-playbook

【效率与协作】Map live Arbox status_id values to gym CRM categories and apply safe lead status transitions

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技能说明

GitHub

name: gym-arbox-status-playbook description: "Map live Arbox status_id values to gym CRM categories and apply safe lead status transitions"

Gym Arbox Status Playbook

Purpose

Bootstrap and apply Arbox lead status semantics for any gym studio on the platform. Status labels differ per tenant — this skill teaches how to load live IDs and map them to operational meaning before any CRM write.

When to Use

  • Before the first status change in a session.
  • When the user mentions pipeline stages, Hebrew/English status names, or “where should this lead go?”
  • When interpreting leads, tasks, or reports grouped by status.

When NOT to Use

  • For nutrition menu delivery (use gym-nutrition-menu-delivery).
  • For trial booking flow details (use gym-member-onboarding-flow).
  • When Arbox is not connected — point to Integrations instead of guessing.

Expected Outcome

  • Live status_id table loaded from Arbox and documented for the tenant.
  • Status updates proposed with human confirmation before arbox_update_lead_status.

Inputs to Gather

  • Arbox connection status (a successful Arbox call, or arbox_verify_connection once if nothing was called yet).
  • Tenant-specific status label mapping (store in SKS / living doc after workshop).
  • Target user_id and intended next stage.

Workflow

  1. Call arbox_list_statuses once per session (cached server-side ~30 min). Do not re-verify the connection if a previous Arbox call succeeded.
  2. Build a table: label → status_id → meaning → typical next step. Never guess IDs.
  3. For updates, use arbox_update_lead_status with user_id, status_id, and a short comment.
  4. For lost leads, use arbox_mark_lead_lost with lost_reason_id from arbox_list_lost_reasons.
  5. For field-level user updates when the tenant maps them, use arbox_public_patch on documented paths (confirm payload with the human first).
  6. Confirm user_id and target status with the human; add a short comment explaining the change.

Example category semantics (Israeli studios — adapt per tenant)

Example labelMeaningTypical next step
מעוניין / פוטנציאלNew or cold leadFirst call / message
לקוחExisting or returning memberService / retention, not cold outreach
שקילות ומדידותWeigh-in / body metrics trackingLog metrics, schedule nutrition meeting
פגישת סגירהClosing / membership decisionBook slot, prepare offer
אחרCatch-all in ArboxUse label as-is; do not invent transitions

Tool Availability Rules

AccessBehavior
Full ArboxLoad statuses, propose updates, post after confirmation
Read-onlyLoad statuses and draft update payloads only
No ArboxStop; do not fabricate status IDs

Related tool sets

  • arbox

Safety and Boundaries

  • Never paste API keys into chat.
  • Treat member PII as sensitive.
  • Do not invent status IDs or transitions not present in live Arbox data.

References

  • Arbox OpenAPI: https://arboxserver.arboxapp.com/docs/api.json
  • Platform tools: arbox_list_statuses, arbox_update_lead_status, arbox_mark_lead_lost, arbox_list_lost_reasons (escape hatches: arbox_public_get/post/patch)
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