Plan with Aldric — from a conversation to real records
How a conversation becomes records safely: Aldric drafts a plan in the chat, taking it opens a scratchpad, and nothing exists until you review, approve, and realize the plan under your own permissions.
Work · a guided walk in 3 steps.
The steps
- Ask Aldric — Aldric answers from your own records and may attach a drafted plan to a reply — problems the checker finds are shown on the exact step, kept word for word. — createConsultation, askConsultation
- Take the plan — Taking turns the drafted plan into a scratchpad of your own — still nothing created. — takeConsultationPlan
- Review, approve, realize — The scratchpad shows exactly what will be born; approval pins the reviewed plan; realizing creates every record under your own permissions and remembers what it made. — transitionScratchpad, realizeScratchpad
The calls
Every operation this use case runs, in the order it first appears, with the request and the response its reference page shows.
createConsultation
createConsultation — mutation · Create a new consultation — your chat with Aldric; the transcript and its rolling summary are the record at your organization.
Example request
mutation ExampleCreateConsultation($input: NewConsultationInput!) {
createConsultation(input: $input) {
id
sysId
type
caption
status
parentId
rootId
createdAt
updatedAt
revisionNum
revision
turnCount
summary
summarizedThroughSeq
followOnOfId
idleArchiveAt
turnsTierAt
turnsTier
}
}
Variables:
{
"input": {
"caption": "Blue jeans"
}
}
Send it with the envelope naming the version: "extensions": {"at": {"version": {"name":"genesis","number":0}}}.
Example response
{
"data": {
"createConsultation": {
"id": "01900000-0000-7000-8000-37386ae00000",
"sysId": "CI-EXMP-0000-000F",
"type": "Consultation",
"caption": "Blue jeans",
"status": "open",
"parentId": "01900000-0000-7000-8000-065235280000",
"rootId": "01900000-0000-7000-8000-a093dd800000",
"createdAt": "2027-01-31T00:00:00.000Z",
"updatedAt": "2027-01-31T00:00:00.000Z",
"revisionNum": 1,
"revision": "01900000-0000-7000-8000-b7960e180000",
"turnCount": 1,
"summary": "<summary>",
"summarizedThroughSeq": 1,
"followOnOfId": "01900000-0000-7000-8000-7d2662410000",
"idleArchiveAt": "2027-01-31T00:00:00.000Z",
"turnsTierAt": "2027-01-31T00:00:00.000Z",
"turnsTier": "<turns tier>"
}
},
"extensions": {
"at": {
"callId": "01EXAMPLE-CALL-ID",
"version": {
"requested": {
"name": "genesis",
"number": 0
},
"serviced": {
"name": "genesis",
"number": 0
}
}
}
}
}
askConsultation
askConsultation — mutation · Ask Aldric one question in a consultation — the reply may include a drafted plan of records to create.
Example request
mutation ExampleAskConsultation($input: AskConsultationInput!) {
askConsultation(input: $input) {
consultation {
id
sysId
type
caption
status
parentId
rootId
createdAt
updatedAt
revisionNum
revision
turnCount
summary
summarizedThroughSeq
followOnOfId
idleArchiveAt
turnsTierAt
turnsTier
}
}
}
Variables:
{
"input": {
"id": "01900000-0000-7000-8000-37386ae00000",
"revision": "01900000-0000-7000-8000-b7960e180000",
"message": "Restock before the weekend.",
"materialIds": [
"01900000-0000-7000-8000-a36392ca0000"
]
}
}
Send it with the envelope naming the version: "extensions": {"at": {"version": {"name":"genesis","number":0}}}.
Example response
{
"data": {
"askConsultation": {
"consultation": {
"id": "01900000-0000-7000-8000-37386ae00000",
"sysId": "CI-EXMP-0000-000F",
"type": "Consultation",
"caption": "Blue jeans",
"status": "open",
"parentId": "01900000-0000-7000-8000-065235280000",
"rootId": "01900000-0000-7000-8000-a093dd800000",
"createdAt": "2027-01-31T00:00:00.000Z",
"updatedAt": "2027-01-31T00:00:00.000Z",
"revisionNum": 1,
"revision": "01900000-0000-7000-8000-b7960e180000",
"turnCount": 1,
"summary": "<summary>",
"summarizedThroughSeq": 1,
"followOnOfId": "01900000-0000-7000-8000-7d2662410000",
"idleArchiveAt": "2027-01-31T00:00:00.000Z",
"turnsTierAt": "2027-01-31T00:00:00.000Z",
"turnsTier": "<turns tier>"
}
}
},
"extensions": {
"at": {
"callId": "01EXAMPLE-CALL-ID",
"version": {
"requested": {
"name": "genesis",
"number": 0
},
"serviced": {
"name": "genesis",
"number": 0
}
}
}
}
}
takeConsultationPlan
takeConsultationPlan — mutation · Take a drafted plan from one of Aldric's replies — a scratchpad is created with it, ready for your review and approval.
Example request
mutation ExampleTakeConsultationPlan($id: ID!, $revision: ID!, $seq: Int!, $reason: String) {
takeConsultationPlan(id: $id, revision: $revision, seq: $seq, reason: $reason) {
id
sysId
type
caption
status
parentId
rootId
createdAt
updatedAt
revisionNum
revision
origin
intent
planRevision
approvedPlanRevision
inFlightSeq
realizationFault
}
}
Variables:
{
"id": "01900000-0000-7000-8000-37386ae00000",
"revision": "01900000-0000-7000-8000-b7960e180000",
"seq": 1,
"reason": "Correcting a miscount."
}
Send it with the envelope naming the version: "extensions": {"at": {"version": {"name":"genesis","number":0}}}.
Example response
{
"data": {
"takeConsultationPlan": {
"id": "01900000-0000-7000-8000-37386ae00000",
"sysId": "SD-EXMP-0000-000F",
"type": "Scratchpad",
"caption": "Blue jeans",
"status": "draft",
"parentId": "01900000-0000-7000-8000-065235280000",
"rootId": "01900000-0000-7000-8000-a093dd800000",
"createdAt": "2027-01-31T00:00:00.000Z",
"updatedAt": "2027-01-31T00:00:00.000Z",
"revisionNum": 1,
"revision": "01900000-0000-7000-8000-b7960e180000",
"origin": "<origin>",
"intent": "<intent>",
"planRevision": 1,
"approvedPlanRevision": 1,
"inFlightSeq": 1,
"realizationFault": "<realization fault>"
}
},
"extensions": {
"at": {
"callId": "01EXAMPLE-CALL-ID",
"version": {
"requested": {
"name": "genesis",
"number": 0
},
"serviced": {
"name": "genesis",
"number": 0
}
}
}
}
}
transitionScratchpad
transitionScratchpad — mutation · Move a scratchpad through its life — hold the plan for review, reopen it for editing, approve it, or abandon it.
Example request
mutation ExampleTransitionScratchpad($id: ID!, $revision: ID!, $op: ScratchpadTransitionOp!, $reason: String) {
transitionScratchpad(id: $id, revision: $revision, op: $op, reason: $reason) {
id
sysId
type
caption
status
parentId
rootId
createdAt
updatedAt
revisionNum
revision
origin
intent
planRevision
approvedPlanRevision
inFlightSeq
realizationFault
}
}
Variables:
{
"id": "01900000-0000-7000-8000-37386ae00000",
"revision": "01900000-0000-7000-8000-b7960e180000",
"op": "ready",
"reason": "Correcting a miscount."
}
Send it with the envelope naming the version: "extensions": {"at": {"version": {"name":"genesis","number":0}}}.
Example response
{
"data": {
"transitionScratchpad": {
"id": "01900000-0000-7000-8000-37386ae00000",
"sysId": "SD-EXMP-0000-000F",
"type": "Scratchpad",
"caption": "Blue jeans",
"status": "draft",
"parentId": "01900000-0000-7000-8000-065235280000",
"rootId": "01900000-0000-7000-8000-a093dd800000",
"createdAt": "2027-01-31T00:00:00.000Z",
"updatedAt": "2027-01-31T00:00:00.000Z",
"revisionNum": 1,
"revision": "01900000-0000-7000-8000-b7960e180000",
"origin": "<origin>",
"intent": "<intent>",
"planRevision": 1,
"approvedPlanRevision": 1,
"inFlightSeq": 1,
"realizationFault": "<realization fault>"
}
},
"extensions": {
"at": {
"callId": "01EXAMPLE-CALL-ID",
"version": {
"requested": {
"name": "genesis",
"number": 0
},
"serviced": {
"name": "genesis",
"number": 0
}
}
}
}
}
realizeScratchpad
realizeScratchpad — mutation · Execute an approved plan — create its records one step at a time under YOUR OWN permissions.
Example request
mutation ExampleRealizeScratchpad($id: ID!, $revision: ID!, $reason: String) {
realizeScratchpad(id: $id, revision: $revision, reason: $reason) {
id
sysId
type
caption
status
parentId
rootId
createdAt
updatedAt
revisionNum
revision
origin
intent
planRevision
approvedPlanRevision
inFlightSeq
realizationFault
}
}
Variables:
{
"id": "01900000-0000-7000-8000-37386ae00000",
"revision": "01900000-0000-7000-8000-b7960e180000",
"reason": "Correcting a miscount."
}
Send it with the envelope naming the version: "extensions": {"at": {"version": {"name":"genesis","number":0}}}.
Example response
{
"data": {
"realizeScratchpad": {
"id": "01900000-0000-7000-8000-37386ae00000",
"sysId": "SD-EXMP-0000-000F",
"type": "Scratchpad",
"caption": "Blue jeans",
"status": "draft",
"parentId": "01900000-0000-7000-8000-065235280000",
"rootId": "01900000-0000-7000-8000-a093dd800000",
"createdAt": "2027-01-31T00:00:00.000Z",
"updatedAt": "2027-01-31T00:00:00.000Z",
"revisionNum": 1,
"revision": "01900000-0000-7000-8000-b7960e180000",
"origin": "<origin>",
"intent": "<intent>",
"planRevision": 1,
"approvedPlanRevision": 1,
"inFlightSeq": 1,
"realizationFault": "<realization fault>"
}
},
"extensions": {
"at": {
"callId": "01EXAMPLE-CALL-ID",
"version": {
"requested": {
"name": "genesis",
"number": 0
},
"serviced": {
"name": "genesis",
"number": 0
}
}
}
}
}