Log a lead
create_leadRecord an enquiry that arrived off-platform: a walk-in, a referral, a card taken at an event. Needs at least one of name, email or phone. The source is always "manual" and cannot be set — do not use this to backfill a lead that really came from a call, a form or an ad, because source drives attribution and reporting. The matching contact is created or linked automatically IN ALMOST EVERY CASE, and the result tells you when it was not. contact_linked false means the lead IS saved but no contact was linked to it, so it is on nobody's timeline and is invisible to contact search. THERE IS NO TOOL THAT CAN ATTACH IT AFTERWARDS, so never tell the user it can be fixed. Do not retry create_lead either, that leaves a duplicate lead behind even when it succeeds. Report it plainly. To preserve the enquiry itself, call create_contact for the same person and then log_activity on that contact with what they wanted: that puts the enquiry on their timeline, which the orphaned lead never will. create_contact alone does not rescue this lead. No new-lead alert is sent. The message you send is recorded as your team's internal note about this person, never as something they wrote: the AI reply draft is told not to quote it, and get_lead, list_leads and get_contact all return it with its authorship attached. It is still your own note, so write it for your team and assume a colleague will read it on the lead's record.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | No | The person name | |
| No | Email address | ||
| phone | No | Phone number, any format | |
| message | No | A short note for your own team on what they want. This is stored and surfaced as YOUR note about the person, never as their own words, so it is never quoted back to them: write it plainly rather than trying to phrase it as a quote. |