Seeding
The code carries a catalogue of prompts with seed text for each. On a new deployment the table is empty and every prompt shows a missing badge; the job that needs one fails with a message naming it until it is seeded. Choose Seed missing prompts at the top of the tab, or from a terminal:Editing a prompt
Each prompt is a panel with the two messages and a max tokens budget. A badge says whether the stored text is the same as seed or has been edited, with the date it was stored. Save writes your version; it applies to the next call. Restore seed text copies the catalogue text from the code over your edit, and only when you ask: a missing prompt opens with the seed text filled in for review, and Save and seed writes it. Every save, seed and restore is recorded in the audit log. Placeholders in double braces, such as{{owner.name}}, are listed above the editor for
each prompt. The job that sends the prompt fills them in; an unknown placeholder renders
empty rather than failing. Lists the engine owns, such as the allowed outcomes, document
keys and step actions, arrive through placeholders too, so an edited prompt stays current
when a new one is added in code. Keep the instruction about replying with a JSON object
and the shape that follows it: the app validates the reply against that shape and drops
anything it does not recognise.
Executor Kit
Executor Kit · Digital assets letter
Executor Kit · Digital assets letter
Drafts the signed letter naming the executor and authorising them to access, close
or memorialise online accounts. Sees the client’s name, executors, account inventory,
vault locations, existing text and notes.
Executor Kit · Vault access instructions
Executor Kit · Vault access instructions
Turns the client’s vault entries into a route for the executor: where each thing is
and who holds any physical key. The vault stores locations, never secrets, so the
model never sees a password.
Executor Kit · Final wishes document
Executor Kit · Final wishes document
Drafts what should happen to each account, critical accounts first, following any
wish the client states in their notes exactly.
Knowledge base research
These are the four jobs described under AI research. Each receives the provider brief: the provider record’s current summary, policy, outcomes, documents and contact channels.Research · Choose pages after a domain scan
Research · Choose pages after a domain scan
Sees the crawler’s candidate pages (URL, title, matched terms, emails, forms, snippet)
and picks the policy page, the help page, up to six pages worth reading in full and the
contact channels, using only URLs and addresses from the list.
Research · Analyse policy
Research · Analyse policy
Sees the fetched source pages and any pasted terms, plus the allowed outcomes and
document keys, and returns the summary, death policy, outcomes, documents, contact
channels, turnaround, jurisdiction notes, confidence, citations and open questions.
Research · Draft playbook
Research · Draft playbook
Sees the outcome to reach, the reference pages, the managed action types and the
template placeholders, and returns named steps in the engine’s format. The result is
validated before it can be saved as a draft playbook.
Research · Change review
Research · Change review
Sees the recorded death policy (in the brief) and the current page text, and reports
what changed, which outcomes are affected and what an operator should do.

