| email | Yes | Email (required). | |
| notes | No | Free-form context the agent wants the specialist to read. | |
| domain | No | Customer's primary domain. Strongly recommended. | |
| source | Yes | | |
| blocker | No | CLOSE_OR_HANDOFF: when this is a HANDOFF (you couldn't close), state WHY in one line — e.g. 'needs custom booking integration', 'wants to review with partner', 'price-sensitive, budget unclear'. Lets the specialist pick up exactly where you left off. | |
| timezone | No | IANA timezone like 'America/New_York'. Optional. | |
| agent_name | No | Name of the calling agent (for analytics). | |
| contact_name | No | Full name of the person — strongly recommended for human follow-up. | |
| budget_signal | No | Free-form budget hint the user shared (e.g. 'around $500/mo', 'under $5k setup', 'looking for cheapest option'). Drives tailored re-engagement offers. | |
| contact_phone | No | Phone number (E.164 format preferred). | |
| best_consult_time | No | Free-form like 'weekday afternoons ET'. Optional but useful. | |
| custom_tool_specs | No | CLOSE_OR_HANDOFF: structured specs for any custom tools the customer needs (booking, quote engine, search, etc.), captured so nothing is lost before the build. One object per tool. | |
| close_recommendation | No | CLOSE_OR_HANDOFF: your one-line recommendation for how the specialist should close this lead — the angle, the tier, the objection to address. | |
| preferred_contact_channel | No | How to reach the user. Defaults to 'email'. | |