Confirm a possible match
confirm_possible_matchRecord the customer's answer about a possible match from find_person_in_crm: that the CRM record is the same person, or a different one. The answer must name the person the search was about (their name, company, e-mail or profile link), or it is refused. Confirming also saves the person's profile link on the record when it has none, provided a search or lookup here returned that link for this person at the company the search named.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | No | the person's full name | |
| No | an e-mail address the person is known by | ||
| company | No | the person's company | |
| decision | Yes | same_person if the customer says the record is this person, different_person if they say it is someone else | |
| record_id | Yes | the id of the possible match, from find_person_in_crm or add_person_to_crm | |
| entity_type | No | contact or lead, as returned with the record | |
| profile_url | No | link to the person's public profile page; the profile link or an e-mail is needed to remember the answer |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| crm | No | ||
| status | No | confirmed, rejected or pending | |
| profile_link | No | for a confirmation: written (saved on the CRM record), already_present, or not saved with the reason |