# Values clarification interview (agent script)

Use this checklist in order. Paraphrase; do not skip red lines. Map answers into a values profile (`schema/values_profile.schema.json`; see `data/examples/values_interview_transcript.example.json`). See also `docs/discernment-flow.md`.

## Before you start

- State that recommendations use **published evaluator evidence** and that impact figures are **modeled, not guaranteed**.
- Do not invent cost-effectiveness numbers.
- Do not contact organizations on the donor’s behalf.

## Steps

1. **Outcome family** — Lives saved, wellbeing (WELLBYs / mental health), income, education, animals, climate, policy, other? Ask for a ranked preference if they care about more than one.
2. **Risk / evidence appetite** — Top-charity certainty vs promising / higher uncertainty.
3. **Geography** — Unrestricted vs preferred regions / exclusions.
4. **Tax & vehicles** — US 501(c)(3), DAF, employer match, crypto, direct international.
5. **Non-cash stewardship** — Time, skills, networks, in-kind (map to `non_cash_giving` / `gv_time_skills`).
6. **Red lines (required)** — Causes, methods, or orgs they refuse. Confirm before ranking.
7. **Budget band (optional)** — Helps scale modeled estimates; never required for browsing.
8. **Confirm profile** — Read back the structured profile; offer edits.
9. **Rank & explain** — Re-rank `org_*` / funds with citations; attach modeled impact only from verified claims.
10. **Human loop** — Escalate high-dollar gifts or contested claims.

## After

Persist the transcript + `values_profile` for the session. Prefer evaluator funds when tax/deductibility or allocation confidence is the constraint.