add-ai-persona

Build and register AI personas with context builders and JSON schemas for DotMac Omni CRM.

Updated Feb 3, 2026
One-click install
npx skills add https://github.com/michaelayoade/dotmac_crm --skill add-ai-persona
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: add-ai-persona
Source: https://github.com/michaelayoade/dotmac_crm/tree/main/.claude/skills/add-ai-persona
Command: npx skills add https://github.com/michaelayoade/dotmac_crm --skill add-ai-persona

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

It streamlines the creation of AI intelligence personas for the DotMac Omni CRM engine by providing a repeatable blueprint for context building, structured outputs, and optional quality scoring.

Core Features & Use Cases

  • Persona scaffolding for CRM intelligence: Defines a new persona spec with an output schema, a domain-aligned system prompt, and registration into the persona registry.
  • Context builder template: Produces a deterministic context builder that loads the target entity and renders a token-budgeted, redacted, newline-separated context string.
  • Optional quality gate and batch readiness: Supports adding a context quality scorer and, when enabled, adding scheduled/batch candidate scanning.

Quick Start

Create a new skill instance by providing persona_info (e.g., fiber health analyzer for OLT/closure monitoring) and implement the persona key, domain context builder, and registered schema in the indicated app/services/ai paths.

Frequently Asked Questions about add-ai-persona

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I generate an AI persona with structured JSON output for a CRM system?

To generate an AI persona with structured JSON output, provide a YAML-defined name and description along with the persona purpose. This builds a persona spec that registers into the persona registry with a defined output schema and domain-aligned system prompt.

How does a context builder work for AI personas with token limits and data redaction?

A context builder for AI personas works by loading a target entity and rendering a deterministic, newline-separated context string. It strictly applies token budget limits and redacts sensitive data before the context is used for analysis.

Can I use quality scoring to gate scheduled batch analysis for AI personas?

Yes, you can use quality scoring to gate scheduled batch analysis. By enabling the optional context quality scorer, the persona supports scheduled and batch candidate scanning across domains like tickets, projects, and network monitoring.

What is the best way to scaffold an AI intelligence persona for CRM domains like workforce and network monitoring?

The best way to scaffold an AI intelligence persona is to use a blueprint that defines the persona spec, context builder, and JSON response contract. This streamlines repeatable persona creation for specific CRM domains like fiber health or vendor management.

Do I need YAML to define an AI persona spec and register it in the persona registry?

Yes, you need YAML to define the required name and description metadata for the AI persona spec. This YAML configuration is necessary to properly register the persona into the system's persona registry.

What limitations exist when creating AI personas for on-demand analysis across different domains?

A key limitation is that the generated AI persona is bound by a strict JSON-only response contract and deterministic context gathering. Users must adhere to the defined output schema and cannot receive unstructured responses during on-demand analysis.