Your Whimbrel profile and plan
accountCall this first for anything about the rep's own firm: what it sells, who it serves, its clients, the companies marked not a fit, saved watches and plan usage. 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 (firm_name, role, services, device_areas, device_classes, certifications, proof, customer_stage, territory, clients, skip_companies, accounts, notes), several in one call when the rep gave several. A change keeps the earlier answer, which the rep can put back from the Memory page; nothing is deleted. For a different firm, or to rebuild from scratch, pass start_over true with every detail: the stored profile is replaced instead of added to. With nothing passed: the profile, who the rep sells to best, their clients, the companies marked not a fit (with the reason), saved watches, what the plan has used (new company records this month, lookups today), 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 results, used as the picture of a good fit. | |
| website | No | The firm's public website, to draft the profile from. | |
| accounts | No | Prospects: companies the rep is working to win now, not clients. Shown as Prospect on the Memory page. | |
| services | No | The services that actually win the firm's work, in the rep's words. | |
| firm_name | No | ||
| territory | No | ||
| start_over | No | The fields passed replace the whole stored profile (a different firm, or from scratch). Earlier answers stay in History. | |
| device_areas | No | ||
| certifications | No | ||
| customer_stage | No | early-stage, growth-stage, established, or a mix. | |
| device_classes | No | ||
| skip_companies | No |