Buyer / Seller Intake Drafts
Generate customer question list
This creates a message draft for a buyer, seller, or owner/operator. It is not sent automatically.
Parse customer reply
Paste a customer reply here. The assistant extracts candidate CRM fields, missing info, and follow-up draft. Nothing is written to CRM until review.
Available templates
| Audience | Title | Template ID |
|---|---|---|
| buyer | Buyer Intake Questions v0.3 - BizCA WeCom Ready | buyer_intake_v0_1 |
| seller | Seller / Owner Intake Questions v0.3 - BizCA WeCom Ready | seller_intake_v0_1 |
Safety boundary
- Draft-only: no automatic customer message is sent.
- Parser output is candidate data only; founder/internal approval required before CRM update.
- Extracted financial/lease/customer info needs human verification before reliance.