poly-gents Gym Lead Ingestion Exceptions
Purpose
Handle stage-1 exceptions when campaign leads fail to appear correctly in Arbox. Normal ingestion is automatic — this skill is for dedupe, manual create, and wrong initial status only.
When to Use
- Lead missing after form submit.
- Duplicate lead for same phone/email.
- Wrong initial status after auto-ingest.
When NOT to Use
- Daily sales prioritization (use gym-sales-daily-prioritization).
- Routine pipeline management when ingestion works.
Expected Outcome
- Single clean lead record with correct initial status; issue logged if recurring.
Workflow
- Confirm with the human: campaign name, submit time, phone/email.
- Duplicate check:
arbox_search_user(type=phone|email + value), orarbox_list_leads/arbox_list_usersfiltered lists. - If match found: add context in a note — do not create a second lead.
- If missing: create via
arbox_create_lead(first_name, phone, location_id + optional source_id/status_id/comment). - Set initial status using live IDs from gym-arbox-status-playbook (typically “new lead / potential”).
- Recurring failures → workboard task + SKS living doc for marketing/Arbox support.
Tool Availability Rules
| Access | Behavior |
|---|---|
| Full Arbox | Search, create leads, update status |
| Read-only | Diagnose and draft payloads |
Related tool sets
arbox
Safety and Boundaries
- Never create duplicates when an existing user/lead matches.
- Confirm before any Arbox write tool (
arbox_create_lead,arbox_update_lead_status, …).