skills/follow-up-after-call/references/request-schema.yaml

required_inputs:
  - source_type
  - evidence

recommended_inputs:
  - account_name
  - call_date

optional_inputs:
  - primary_contact_name
  - primary_contact_email
  - known_chat_channel
  - opportunity_name
  - opportunity_link
  - account_context_notes

source_type_values:
  - call_transcript
  - meeting_recording
  - meeting_recording_transcript
  - pasted_notes
  - pasted_transcript
  - docs_note
  - chat_thread

defaults:
  chat_mode: draft_only
  crm_mode: copy_paste_only
  unknown_marker: Unknown
  missing_due_date_marker: TBD

input_notes:
  source_type:
    required: true
    guidance: "Choose the best grounded evidence path. Prefer ~~Meeting Transcripts first, then meeting recording when those sources can be retrieved in the user's environment; use pasted text, ~~Knowledge & Files, or ~~Email when they are the best available fallback."
  evidence:
    required: true
    guidance: "Use direct transcript text, a retrievable ~~Meeting Transcripts source reference, meeting recording title/link, ~~Email link, ~~Knowledge & Files URL, or a linked/exported transcript artifact."
  account_name:
    required: false
    guidance: "Use when already known or when it can be resolved confidently from the source."
  call_date:
    required: false
    guidance: "Use the call date if present. Resolve relative recent phrases such as earlier today, this morning, yesterday, or last week into the user's current local date or timeframe when available; otherwise preserve Unknown rather than guessing."
  primary_contact_name:
    required: false
    guidance: "Use placeholders when the recipient name is not known."
  primary_contact_email:
    required: false
    guidance: "Use placeholders when the recipient email is not known."
  known_chat_channel:
    required: false
    guidance: "Only use if it is clearly an internal account channel."
  opportunity_name:
    required: false
    guidance: "If given, use as the primary candidate for the ~~CRM next-steps sentence."
  opportunity_link:
    required: false
    guidance: "Use only to disambiguate the target opportunity."
  account_context_notes:
    required: false
    guidance: "Supplemental user-provided context that can sharpen seller actions but must not override the source evidence."

normalization_rules:
  - "Normalize unknown names, dates, and owners to the configured markers."
  - "Treat a company/account plus a recent relative timeframe, such as 'my call with Acme earlier today,' as a retrievable evidence reference for meeting notes or transcripts, not as a request to ask for pasted notes first."
  - "Preserve direct evidence wording for decisions, asks, and commitments when possible."
  - "Treat ~~CRM and ~~Knowledge & Files account context as enrichment lanes, not the primary call-evidence source."
  - "For meeting recording, require enough identifiers to distinguish the transcript: title, date or timeframe, customer name, and one to two keywords when a direct link is not provided."
  - "If direct meeting recording retrieval is unavailable in the current environment, retain the source_type and degrade to exported transcript text or linked doc evidence."