growsurf_program_design_advisor
Design referral or affiliate programs with benchmarks, reward structures, and configuration plans. Provide program details to get a draft with metrics, decisions, and next steps.
Instructions
Use for program designs, benchmarks, typical rewards, and metric definitions, including participant-to-referral and lead-to-referral ratios. Read-only; call with known context before asking questions. Returns a short draft, complete benchmarkFacts to quote, exact configurationPlan tool calls, and unresolved decisions. Preserve the calls and leave unresolved incentives open. Use the default summary for first designs and configuration drafts; use detail: full when the user requests detailed benchmark tables or a specific figure absent from the summary. Hosted figures describe GrowSurf's high-performing programs; without a bundle, guidance is documentation-based. Use programType: AFFILIATE for affiliates and industry: other for local services, pets, hospitality, or agencies. All inputs are optional.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| goal | No | What a successful referral means for the business. `paid_conversions` and `leads` imply a qualifying action; `signups`, `subscribers`, and `waitlist` count the signup unless a separate `qualifyingAction` needs clarification. This is the advisor's goal enum; use the separate creation goal returned in `configurationPlan` for `growsurf_create_campaign`. | other |
| detail | No | Use summary for a first design or configuration draft, including a reward structure recommendation. Use full only for requested detailed benchmark tables or specific figures absent from the summary, such as reward amounts, share channels, or integration proportions. | summary |
| audience | No | Who refers whom. | |
| industry | No | Closest industry segment: `financial_services_fintech` (banking, lending, investing, insurance, payments, crypto), `saas_ai` (software sold to businesses, developer tools, AI products), `media_newsletters` (newsletters, podcasts, publishers, content brands), `healthcare_wellness` (clinics, telehealth, fitness, nutrition, mental health, supplements), `education_workforce` (courses, bootcamps, tutoring, hiring and job platforms), `consumer_subscriptions_commerce` (consumer apps, e-commerce, marketplaces, subscription boxes). Use `other` when no segment clearly fits (local services, pets, hospitality, agencies) rather than stretching one; `other` returns the platform-wide figures. | other |
| companyName | No | Used in the heading and proposed program name; omit it when unknown. | |
| currencyISO | No | ISO 4217 code. Non-USD advice omits the dollar reward bands. No exchange rate or equivalent-currency benchmark is available. | |
| programType | No | REFERRAL | |
| salesMotion | No | Use `sales_led` for demos, sales calls, negotiated pricing, or signed contracts; use `self_service` when customers buy directly. This selects the reward structure. Omit when unknown. | |
| includeRules | No | Append guidance on applying the recommendations. Off by default. | |
| businessModel | No | One line on what the business sells and how. Also set `salesMotion` when the buying process is known. | |
| qualifyingAction | No | The action a referred friend must complete, in the customer's words. | |
| rewardBudgetPerReferral | No | The customer's spending limit per successful referral, in major currency units. A budget does not select an incentive amount or commission rate. Budget comparisons omit the mixed-currency reward amount bands. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| markdown | No | The requested summary or full advice, including the same configuration calls and their conditions. | |
| decisions | No | Use one qualifying action throughout the draft. Unresolved choices require a customer decision before configuration. | |
| benchmarkFacts | No | Complete benchmark statements with metric units, median, Q1, Q3, sample, and source. Quote each statement intact. Empty when no suitable figures are available. | |
| configurationPlan | No | Proposed calls using the listed tools' argument shapes. Preserve each tool and arguments object when presenting the plan; replace <new-program-id> with the creation response's id before execution. |