setup-interview

Name: setup-interview
Availability: InStock
Author: marmelab

Run a structured CRM interview and persist project context to JSON.

26|4|Updated Apr 9, 2026

Search Tags:#validation #configuration #crm #interview #pipeline #requirements-gathering #project-specification

Ready to run

npx skills add https://github.com/marmelab/crm-builder --skill setup-interview

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: setup-interview
Source: https://github.com/marmelab/crm-builder/tree/main/claudeConfig/.claude/skills/setup-interview
Command: npx skills add https://github.com/marmelab/crm-builder --skill setup-interview

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill turns a blank CRM build into a structured project specification by guiding you through a domain-by-domain interview so the orchestrator can generate the right CRM behavior and layout.

Core Features & Use Cases

Guided domain interview: Collects business context, entities, custom fields, pipeline stages, user roles, integrations, and UI preferences in a controlled order.
Resumable setup with validation: Detects whether a project context file exists, resumes or restarts as needed, and locks the spec only after final confirmation.
Safe write scope: Restricts updates to a single config file so you do not accidentally affect application source code.

Quick Start

Start an interview by telling the assistant: "Let's set up my CRM—industry is __, team size is __, I manage __, and my main goal is __."

Frequently Asked Questions about setup-interview

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

FAQPage Schema

How do I gather CRM requirements and create a project specification?▼

A CRM requirements interview works by asking structured questions across domains like business context, entities, pipeline stages, and UI preferences, then persisting your answers into a project context JSON file for orchestration.

Can I resume a CRM setup interview if I stop halfway through?▼

Yes, you can resume a CRM setup interview because the system detects an existing project context file, updates interview progress per turn, and resumes configuration from where you left off.

Does CRM configuration setup restrict where my project data is written?▼

CRM configuration setup restricts write access entirely to the /app/docs/project-context.json file, ensuring your interview answers and specifications never accidentally overwrite application source code.

What is the best way to define CRM pipeline stages and custom fields?▼

The best way to define CRM pipeline stages and custom fields is through a guided domain interview that asks controlled questions about your sales process, persists the answers, and locks the specification only after final confirmation.

When do I need to validate a CRM project context file?▼

You need to validate a CRM project context file after completing the domain interview, where the system performs consistency checks and emits a VALIDATED status only following your final user confirmation with a locked spec.

What details do I need to start configuring a CRM from scratch?▼

To start configuring a CRM from scratch, you provide your industry, team size, what you manage, and your main goal, which initiates the structured interview to collect entities, roles, and integrations.