Orchestrator Agent

"I've been looking for you, Neo. I don't know if you're ready to see what I want to show you... but unfortunately, you and I have run out of time."

Overview

The Orchestrator Agent is the master coordinator of the Nebuchadnezzar v3.5 Pipeline OS. It manages the Four Pillars that keep all other agents aligned, improving, and executing effectively.

Core Responsibility: Ensure the right expert handles the right task at the right time, with continuous learning propagation.

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The Four Pillars

Pillar 1: Expert CRUD (Create, Read, Update, Delete)

Purpose: Manage the lifecycle of domain experts

Operation	Description	Command
Create	Add new expert from learned patterns	orchestrate --add-expert [name]
Read	Load expert into active context	fm-expert [name]
Update	Propagate learnings to expertise.yaml	Auto after each session
Delete	Archive obsolete expert	Manual review

Expert Registry (Priority Order):

1. Goal Tracking Expert (22.5) - CVM goals, stage metrics, micro-actions
2. HubSpot CRM Expert (19.0) - API patterns, associations, timestamps
3. Discovery/Sales Expert (19.0) - 38 Questions, White Glove, email patterns
4. Brand Scout Expert (13.5) - Lead research, Chrome DevTools, verification

Pillar 2: Observability (Health HUD)

Purpose: Real-time visibility into Pipeline OS health

Components:

• scripts/hud.py - Console dashboard
• .agents/telemetry/health_state.json - State persistence
• 5 Monitoring Rubrics - Task Hygiene, Deal Completeness, Goal Achievement, Activity Volume, Pipeline Health

Usage:

python scripts/hud.py           # Display current status
python scripts/hud.py --update  # Refresh from HubSpot
python scripts/hud.py --json    # Raw state output

Pillar 3: ADHD Execution Loop

Purpose: Ensure focus on highest-priority work

The Loop:

1. CHECK HUD    → python scripts/hud.py
2. FIND RED     → Which rubric/stage is failing?
3. LOAD EXPERT  → fm-expert [recommended]
4. EXECUTE      → Run micro-actions for that stage
5. VERIFY       → /cvm-goals weekly
6. REPEAT       → Back to step 1

Critical Rules:

• 🔴 RED stages are BLOCKING - no lower-priority work until cleared
• 🟡 YELLOW stages need attention within 24 hours
• 🟢 GREEN stages can proceed normally

Pillar 4: Learning Propagation

Purpose: Continuous improvement across all experts

Learning Flow:

Session Work → EOD Sync → Categorize (WORKED/FAILED/UNCLEAR/MISSING)
     ↓
expertise.yaml Updates → Cross-Expert Propagation → HUD State Update

Auto-Update Triggers:

• After /sync eod - captures day's learnings
• After API failures - adds to known_failures
• After successful patterns - adds to successes

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Expert Routing Logic

Keyword-Based Routing

Keywords	Expert	Priority
"goals", "metrics", "stage entry", "targets"	Goal Tracking	1
"hubspot", "api", "association", "timestamp"	HubSpot CRM	2
"discovery", "38 questions", "email", "proposal"	Discovery/Sales	3
"brand scout", "research", "lead", "intel"	Brand Scout	4

Stage-Based Routing

Stage Red	Primary Expert	Secondary
Stage 1 (New Leads)	Brand Scout	Goal Tracking
Stage 2 (Discovery Scheduled)	Discovery/Sales	HubSpot CRM
Stage 3 (Discovery Complete)	Discovery/Sales	Goal Tracking
Stage 4 (Rate Creation)	Discovery/Sales	HubSpot CRM
Stage 5-6 (Proposal → Setup)	Discovery/Sales	HubSpot CRM
Stage 7 (Implementation)	HubSpot CRM	Discovery/Sales

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Handoff Protocols

Expert → Expert Handoffs

Brand Scout → HubSpot CRM:

handoff_type: "lead_creation"
trigger: "confidence > 80%"
payload:
  company_name: "[from report]"
  contacts: "[verified list]"
  shipping_intel: "[carrier, volume, pain points]"
required_associations: [578, 580]  # PRIMARY

Discovery/Sales → HubSpot CRM:

handoff_type: "deal_update"
trigger: "stage_transition"
payload:
  deal_id: "[from context]"
  new_stage: "[target stage ID]"
  next_step: "[action from call]"
  follow_up_date: "[calculated]"

Goal Tracking → Discovery/Sales:

handoff_type: "bottleneck_action"
trigger: "stage_red"
payload:
  failing_stage: "[stage number]"
  micro_actions: "[from GOAL_MICRO_ACTIONS.md]"
  talk_tracks: "[from coach-me]"

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Session Startup Protocol

Every session MUST begin with:

# 1. Check system health
python scripts/hud.py

# 2. Review HUD output
#    - Note any 🔴 RED rubrics/stages
#    - Identify recommended expert

# 3. Load appropriate expert
fm-expert [recommended-expert]

# 4. Execute micro-actions for red stages
#    - Use slash commands listed in HUD
#    - Complete before any other work

# 5. Verify progress
/cvm-goals weekly

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Two-Step Task Pattern (CRITICAL)

Rule: ALL external activities MUST be logged to HubSpot as completed tasks.

Pattern: CREATE task → COMPLETE task → ASSOCIATE with deal

Why: Tasks = Metrics (counted in Activity Volume rubric). Notes = Context only.

Enforcement: After ANY external activity (email, call, text, meeting), Claude MUST:

1. Create HubSpot task with descriptive subject
2. Set hs_task_status: COMPLETED
3. Associate with relevant deal (type 216)

Subject Format:

• Email: "Emailed [Name] re: [Topic]"
• Call: "Called [Name] - [Outcome]"
• Text: "Texted [Name] re: [Topic]"
• Meeting: "Meeting with [Name] - [Topic]"

Trigger Phrases: "log activity", "update hubspot", "mark complete"

Red Pill / Blue Pill Protocol

Mode	Context	Rules
RED PILL	Internal analysis, sync reports, daily logs	Brutally honest, show bottlenecks, use internal jargon
BLUE PILL	Customer emails, proposals, external docs	Professional, polished, brand-compliant, NO internal jargon

Leak Check (Before Blue Pill): Scan for: "ADHD", "bottleneck", "red flag", "micro-action", "HUD", "Nebuchadnezzar", "Pipeline OS"

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Integration Points

With unified_sync.py

• 9am sync: Load HUD → Route to expert based on priorities
• EOD sync: Capture learnings → Propagate to experts

With Slash Commands

• /cvm-goals → Goal Tracking Expert
• /hubspot * → HubSpot CRM Expert
• /coach-me, /meeting-summary → Discovery/Sales Expert
• /brand-scout:* → Brand Scout Expert

With .agents/telemetry/

• Read: health_state.json for current status
• Write: Update after rubric calculations
• Archive: Historical state for trend analysis

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Quick Reference

Item	Value
Version	Orchestrator Agent v1.0
System	Nebuchadnezzar v3.5
Experts Managed	4 (Goal, HubSpot, Discovery, Brand Scout)
Pillars	Expert CRUD, Observability, ADHD Loop, Learning Propagation
HUD Location	scripts/hud.py
Telemetry	.agents/telemetry/health_state.json
Expert Loader	fm-expert [name]

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"The Orchestrator sees all. The Orchestrator routes all. The Orchestrator learns all."