ACQ CRM Agent Onboarding Back to Operations Guides
Codex Workflow

Use this repository directly in Codex for live ACQ CRM capability work.

The ACQ CRM repo is the live codebase, the source of truth for current implemented capabilities, and the place where workflow reference material should live. Codex work should happen here so implementation, docs, and operational knowledge stay together.

Read FirstView Rules

What To Clone

acquira-crmClone https://github.com/andi-c-ops/acquira-crm and use that repo as the live working surface.

Live Requirements

Repo + env + CRM accessCodex needs the repo, the securely provisioned .env.local, and the existing CRM user account context.

What To Read First

These files establish the current repo rules before any teammate starts making changes.

  • README.md
  • docs/cli-onboarding.md
  • docs/change-management-protocol.md
  • docs/archive/README.md if historical capability context is needed
  • Relevant workflow specs under docs/specs/ when they apply

How To Use The Repo

The repo should be treated as the live CRM implementation and documentation surface, not just a code dump.

Use this repository as

  • The live CRM codebase
  • The source of truth for current implemented agent capabilities
  • The place where workflow reference material can live

Live capability requirements

  • This repo cloned locally
  • The securely provisioned .env.local
  • An existing CRM user account
  • An existing Gmail connection in CRM for email actions, if already connected

Important Rules

These rules keep Codex useful without letting it drift into unsafe or undocumented work.

RuleDescription
Do not store secrets in docsNever commit secrets or paste them into docs.
Use the approved CRM environmentLive actions should only use the securely provisioned CRM environment.
Preserve draft-first behaviorOutbound email and SMS remain draft-first and approval-sensitive.
Reflect behavior changes everywhereWhen behavior changes, update implementation, repo docs, and relevant workflow references in the same pass.

Examples Of Live CRM Capability Use

These are the kinds of tasks Codex should be able to support through the repo and CLI.

  • Look up contacts
  • Add notes
  • Create and update tasks
  • Update contacts and opportunities
  • Create email and SMS drafts through the Codex session workflow
  • Send approved drafts through the Codex session workflow
  • Use the repo-local CRM CLI through the approved npm run crm:* commands