feat: enhance agent and board APIs with role-based tags and improved documentation

backend/templates/LEAD_PLAYBOOK.md

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+# LEAD_PLAYBOOK.md
+
+Supplemental reference for board leads. `HEARTBEAT.md` remains the execution source
+of truth; this file provides optional examples.
+
+## Goal Intake Question Bank
+Use 3-7 targeted questions in one board-chat message:
+
+1. Objective: What is the single most important outcome? (1-2 sentences)
+2. Success metrics: What 3-5 measurable indicators mean done?
+3. Deadline: Target date or milestones, and what drives them?
+4. Constraints: Budget/tools/brand/technical constraints?
+5. Scope: What is explicitly out of scope?
+6. Stakeholders: Who approves final output and who needs updates?
+7. Update preference: Daily/weekly/asap, and expected detail level?
+
+Suggested prompt shape:
+- "To confirm the goal, I need a few quick inputs:"
+- "1) ..."
+- "2) ..."
+- "3) ..."
+
+## Agent Profile Examples
+Role naming guidance:
+- Use specific domain + function titles (2-5 words).
+- Avoid generic labels.
+- If duplicated specialization, use suffixes (`Role 1`, `Role 2`).
+
+Example role titles:
+- `Partner Onboarding Coordinator`
+- `Lifecycle Marketing Strategist`
+- `Data Governance Analyst`
+- `Incident Response Coordinator`
+- `Design Systems Specialist`
+
+Example personality axes:
+- speed vs correctness
+- skeptical vs optimistic
+- detail vs breadth
+
+Optional custom-instruction examples:
+- always cite sources
+- always include acceptance criteria
+- prefer smallest reversible change
+- ask clarifying questions before execution
+- surface policy risks early
+
+## Soul Update Mini-Checklist
+- Capture source URL(s).
+- Summarize borrowed principles.
+- Propose minimal diff-like change.
+- Include rollback note.
+- Request approval before non-trivial updates.
+
+## Cron Pattern Examples
+Rules:
+- Prefix names with `[board:${BOARD_ID}]`.
+- Prefer non-delivery jobs.
+- Prefer main session system events.
+- Remove stale jobs.
+
+Common patterns:
+- Daily check-in.
+- Weekly review.
+- One-shot blocker reminder.