Request a Consultation
request_consultationSends the user's contact details and project summary to Holston AI so the team can follow up. Before calling: collect name, email or phone, and a summary of what they need (include any quote or report links from this conversation), show the user exactly what will be sent, and get their explicit agreement. Never call it without that agreement or with made-up details.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | The person's full name. | |
| No | Email address. Provide email, phone, or both. | ||
| phone | No | Phone number. | |
| company | No | Company or business name. | |
| summary | Yes | What they need, in a few sentences: their situation, goals, timeline and anything already discussed (audit score, systems, budget). | |
| interest | Yes | Main service they are interested in. | |
| location | No | City and state, or country. | |
| best_time | No | Best days or times to reach them. | |
| quote_url | No | Instant quote link from build_quote, if one was created. | |
| report_url | No | AI visibility report or systems map link, if one was created. | |
| company_size | No | Approximate number of employees, e.g. '25' or '51–200'. | |
| user_confirmed | Yes | Must be true. Only set it after showing the user exactly what will be sent and the user agreed to share it with Holston AI. | |
| preferred_contact | No | How they prefer to be contacted. | either |