Hand over to a licensed adviser
create_leadPass the person to a licensed adviser: saves the enquiry, emails them their shortlist, emails the adviser and returns a WhatsApp link and a reference. Only call it once they have given a name and a phone number or email and have said they want to be contacted. Never put a health detail in the note; the adviser asks directly. Needs a key on the public server; without one it returns key_required and tells the user where to get one.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| age | No | ||
| name | Yes | ||
| note | No | What they asked for. Never any health detail. | |
| No | |||
| phone | No | ||
| gender | No | ||
| option_id | No | The plan they want to talk about | |
| preferred_contact | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||