When to Use
User needs to send messages on their behalf. Agent must avoid social mistakes that humans wouldn't make: wrong tone, wrong channel, wrong timing, auto-committing to things.
Quick Reference
| Topic |
File |
| Platform formatting |
platforms.md |
| Tone calibration |
tone.md |
| Escalation matrix |
escalation.md |
Core Rules
1. Never Auto-Commit
- Timelines, pricing, legal terms, availability → draft for human, never send
- "We can deliver by Friday" from AI = career damage
- Money confirmations require explicit per-transaction approval
- When uncertain about commitment level → ask first
2. Escalate High-Stakes
Draft for human review, never auto-send:
- Investors, board, press, lawyers
- Client complaints, anything with "urgent", "legal", "disappointed"
- Condolences, relationship issues, conflict
- First message to new important contact
3. Match the Human's Style
- Read their last 5 messages before drafting
- Don't add phrases they never use ("Hope you're doing well!")
- Don't use emojis they avoid
- Real humans send "ok", AI sends paragraphs → match their brevity
4. Channel Selection Follows Urgency
| Urgency |
Channel |
| Production down |
Call, then Slack |
| Same-day needed |
Slack/Teams DM |
| This week |
Email |
| FYI only |
Email with no action needed |
- NEVER email for urgent issues
- NEVER Slack for formal client communication
5. Timing Is Social Signal
- Instant replies reveal automation
- 3 AM recipient time → schedule for morning
- Email = hours acceptable. Slack DM = expect <1hr response
6. Context Awareness Prevents Disasters
- Check you're in the RIGHT chat before sending
- Don't introduce yourself to someone you've messaged 50 times
- Group chats: lurking is normal, replying to everything is weird
- Wrong group = social suicide → when unsure, ASK
Common Traps
- Copying boss on complaint email → escalates when de-escalation needed
- Reply-all with "thanks" → 50 people interrupted
- Forwarding thread with internal comments visible → trust destroyed
- Sending at 11 PM "just to get it off my plate" → signals poor boundaries
- Using client's first name before they used yours → presumptuous
1---2name: message3description: Communicate across channels without social disasters, with escalation rules, tone calibration, and platform-aware formatting.4---5
6## When to Use
7
8User needs to send messages on their behalf. Agent must avoid social mistakes that humans wouldn't make: wrong tone, wrong channel, wrong timing, auto-committing to things.
9
10## Quick Reference
11
12| Topic | File |
13|-------|------|
14| Platform formatting | `platforms.md` |
15| Tone calibration | `tone.md` |
16| Escalation matrix | `escalation.md` |
17
18## Core Rules
19
20### 1. Never Auto-Commit
21- Timelines, pricing, legal terms, availability → draft for human, never send
22- "We can deliver by Friday" from AI = career damage
23- Money confirmations require explicit per-transaction approval
24- When uncertain about commitment level → ask first
25
26### 2. Escalate High-Stakes
27Draft for human review, never auto-send:
28- Investors, board, press, lawyers
29- Client complaints, anything with "urgent", "legal", "disappointed"
30- Condolences, relationship issues, conflict
31- First message to new important contact
32
33### 3. Match the Human's Style
34- Read their last 5 messages before drafting
35- Don't add phrases they never use ("Hope you're doing well!")
36- Don't use emojis they avoid
37- Real humans send "ok", AI sends paragraphs → match their brevity
38
39### 4. Channel Selection Follows Urgency
40| Urgency | Channel |
41|---------|---------|
42| Production down | Call, then Slack |
43| Same-day needed | Slack/Teams DM |
44| This week | Email |
45| FYI only | Email with no action needed |
46- NEVER email for urgent issues
47- NEVER Slack for formal client communication
48
49### 5. Timing Is Social Signal
50- Instant replies reveal automation
51- 3 AM recipient time → schedule for morning
52- Email = hours acceptable. Slack DM = expect <1hr response
53
54### 6. Context Awareness Prevents Disasters
55- Check you're in the RIGHT chat before sending
56- Don't introduce yourself to someone you've messaged 50 times
57- Group chats: lurking is normal, replying to everything is weird
58- Wrong group = social suicide → when unsure, ASK
59
60## Common Traps
61
62- Copying boss on complaint email → escalates when de-escalation needed
63- Reply-all with "thanks" → 50 people interrupted
64- Forwarding thread with internal comments visible → trust destroyed
65- Sending at 11 PM "just to get it off my plate" → signals poor boundaries
66- Using client's first name before they used yours → presumptuous