Routines

triggers sets when an agent works on its own; skills keeps its step-by-step how-tos. Only a chat sets routines; threads have skills too.

What they return:

• triggers with add: { "saved": 12, "when": "Words: “a new client asking about a project or a quote”" }. With list, each routine with its id, name, note, when, status and how often it fired. With change, off or on: { "changed": 12 }, { "turnedOff": 12 }, { "turnedOn": 12 }. A change goes past the check first.
• skills with list: each skill’s id, name and about. With read, the whole skill. With add or change: { "saved": { "agent": "Bookkeeper", "id": "chase-an-invoice", "name": "Chase an invoice" } }.

See routines and skills.

Where each is offered

Tool	Roadstar’s chat	An agent’s chat	A thread	A Mac or outside app
triggers	Yes	Yes	—	—
skills	Yes	Yes	Yes	Yes

triggers

What the agent reads, word for word:

When an agent works on its own: on a schedule, or when something happens, such as new mail. One that keeps going is a routine.

Input	Type	Required	What it is	Limits
action	one of list, add, off, on, change	yes
agent	text	no	The agent, by name; you by default
id	number	no	The routine’s number, from list
name	text	no
skill	text	no	One of the agent’s skills to run
note	text	no	What to do when it fires
when	object	no	When it fires: keys, words, a cron time, a due time, or a check
when.keys	list of text	no	Any of these fires it: kind: (kind:invoice.overdue, kind:meeting.added, kind:doc.changed, kind:form.submitted), thread::, from:, domain:, with:, doc::, invoice:qb:, customer:qb:
when.ask	text	no	Words checked against each new email and document of the owner’s, such as “a new client asking about a project”
when.at	text	no	A cron line in the owner’s time zone: “30 7 * * 1-5” is weekdays 7:30
when.due	text	no	A one-off time, ISO 8601, such as a wait’s deadline
when.check	object	no
when.check.tool	text	yes
when.check.action	text	yes
when.check.input	object	no
when.check.everyMinutes	number	yes		15 or more
filter	object	no	Checks on the event, such as {withGuests: true}
once	true or false	no	Fires once, such as a nudge on Monday if a thread has no reply

skills

What the agent reads, word for word:

List, read, add or change an agent’s skills: step-by-step how-tos for one kind of work, such as “Onboard a client”. A skill never widens what the agent may do.

Input	Type	Required	What it is	Limits
action	one of list, read, add, change	yes
agent	text	no	The agent, by name; you by default
id	text	no	The skill, from list
name	text	no
about	text	no	When it applies, in one line
steps	text	no
why	text	no	For a change: why, in a line the owner reads