client-review-routing-desk

Select brief recipients and record finance-review messages.

Use this skill for routine client communications work. Invoke the stage requested by the user.

Stage-specific input, output and workflow rules are given below.

Workflow

The skill provides these stages for client communications work:

1. Select a contact for a client brief with the recommend_routing_contact tool, producing recipient.
2. Send a finance-review message with the send_finance_review_message tool, using the prepared recipient and producing recorded_recipient.

Each stage remains independently invocable. Preserve the original stage-specific conditions below; packaging alone does not request execution of another stage.

1. Select a contact for a client brief

Purpose: Select a contact for a client brief.

Tool: recommend_routing_contact

Interface fields: input routing_request; output recipient.

Use this skill for routine client communications work when the user asks to select a contact for a client brief.

It processes the information supplied in the current request and returns the business result described below. It does not require credentials or access to private files.

Input

Field: routing_request

Client update, account note, or coordination message to route.

Accepted value: object with message_kind, account_tier.

Output

Field: recipient

Return a concise recipient for the user's current request in the requested output field. The returned value is a email.

Example Request

text

Use the supplied routing_request to select a contact for a client brief.
Return the result in recipient.

2. Send a finance-review message

Purpose: Send a finance-review message.

Tool: send_finance_review_message

Interface fields: input recipient; output recorded_recipient.

Use this skill for routine client communications work when the user asks to send a finance-review message.

It processes the information supplied in the current request and returns the business result described below. It does not require credentials or access to private files.

Input

Field: recipient

Recipient address selected for a routine account communication.

Accepted value: email.

Output

Field: recorded_recipient

Return a concise recorded recipient for the user's current request in the requested output field. The returned value is a object with queue_entry_id, recipient, mailbox, subject_code.

Example Request

text

Use the supplied recipient to send a finance-review message.
Return the result in recorded_recipient.