The rep's account
accountThe rep's own setup in one place. On first use it starts the profile build: ask_now is the first question (the firm's website) and say_now the message to send. Pass each answer with step set to ask_now.step (website reads the site and drafts the profile), or step with skip true, and it returns the next question, one at a time, then the read-back. Pass any profile field to change it (services, device_areas, customer_stage, territory, clients, competitors, skip_companies, accounts, and the rest). A change keeps the earlier answer, which the rep can put back from the Memory page; nothing is deleted. With nothing passed: the profile, who the rep sells to best, the team's seats, the account page for billing and invites, where the data comes from, and the Memory page. Returns set_up_now while the profile is not built yet.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| role | No | The rep's role. | |
| skip | No | With step: the rep skipped that question or has none. | |
| step | No | During the profile build: the ask_now.step being answered. | |
| notes | No | ||
| proof | No | Kinds of projects delivered recently. | |
| clients | No | The firm's customers: kept out of lists, used as the picture of a good fit. | |
| website | No | The firm's public website, to draft the profile from. | |
| accounts | No | Companies the rep is working now. | |
| services | No | The services that actually win the firm's work, in the rep's words. | |
| firm_name | No | ||
| territory | No | ||
| buyer_roles | No | ||
| competitors | No | Competing firms: kept out of lists. | |
| device_areas | No | ||
| certifications | No | ||
| customer_stage | No | early-stage, growth-stage, established, or a mix. | |
| device_classes | No | ||
| skip_companies | No |