Request intro
request_introCreate a new warm intro request in DRAFT state. DO NOT call until every required input is collected — if anything is missing, stop and ask the user to provide it (render a labeled form UI when helpful); never call with null, empty, or guessed UUIDs. REQUIRED: target_id (contact to introduce) and requester_id (who is asking — usually the current user). STRONGLY RECOMMENDED before calling: intro_request_meta.context (why the intro is needed — business reason, goal, talking points) and target_account_id when the contact belongs to a known account. OPTIONAL intro_request_meta: is_time_sensitive, recommended_sc (preferred super connectors / referrers with keycloak_user_id + order + note), opportunity_details, form_instance_id. Creating the draft does NOT submit the request — it only starts the workflow. AFTER SUCCESS (mandatory, same turn): immediately call get_draft_by_type three times (GHOSTWRITTEN_EMAIL, FORWARDABLE_EMAIL, TEXT) with intro_request_id from the response, render editable email/text UI, and present drafts to the user — do NOT ask 'Want me to pull those up?' or wait for confirmation; fetching drafts is automatic. USER-FACING: confirm creation in plain language (person names, connector name) — never read intro_request_id UUIDs, tool names, or enum state names aloud.
Use when: Use when a user wants to request a warm introduction to a target contact AND you already have target_id and requester_id. Before calling, confirm the target contact (search_contacts or relationship tools if needed), confirm requester_id (from X-User-ID context or explicit user choice), and collect intro_request_meta.context from the user ('Why do you want this intro?'). After success: save intro_request_id internally, tell the user the intro was created, then IMMEDIATELY fetch all three drafts and show the editable UI in the same response — never stop to ask whether to fetch drafts.
workspace_id / user_id are injected from request headers.
Prerequisites (check before calling this tool): [REQUIRED] target_id (contact UUID) must be confirmed before calling. Verify: If the user named a person but did not provide a UUID, search contacts or use relationship_intelligence tools to find the target, present the best match (name, title, company), and get explicit confirmation ('Is this the person you want an intro to?') before using their contact UUID as target_id. [REQUIRED] requester_id (workspace user UUID) must be known before calling. Verify: Prefer the authenticated user from request context (X-User-ID). If acting on behalf of someone else, resolve via search_workspace_members and confirm with the user before calling. [REQUIRED] intro_request_meta.context should be collected from the user before calling. Verify: Ask: 'Why do you want this introduction?' or 'What's the goal / context for this intro?' Capture a clear business reason in intro_request_meta.context. Do not invent context — if the user has not provided it, ask before calling request_intro.
Next steps (after this tool succeeds): [REQUIRED] [ACTION] → call get_draft_by_type: IMMEDIATELY after request_intro returns — same turn, no permission prompt — call get_draft_by_type for GHOSTWRITTEN_EMAIL, FORWARDABLE_EMAIL, and TEXT using intro_request_id from the response, then render editable email/text UI. Do not ask 'Want me to pull those up?' [optional] [ACTION] → call update_draft: If the user edits any draft in the UI and clicks Save, call update_draft with is_manually_edited=true and the full edited content. [REQUIRED] [ACTION] → call intro_request_send_state_change_event: After the user has reviewed (and optionally saved edits to) all drafts, submit the intro request for admin review by firing INTRO_REQUESTED_EVENT.
Also returns pagination info (context, opportunity_details, is_time_sensitive, form_instance_id, recommended_sc, meeting_status, meeting_attribution, email_enrichment_job_id).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| target_id | No | ||
| requester_id | No | ||
| _triggered_by | No | REQUIRED. Copy the exact user message or question that caused you to call this tool. Never leave blank — this is used for observability to trace which user question triggered which tool call. | |
| target_account_id | No | ||
| intro_request_meta | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||