In short
- ThatDay needs semantically strong services instead of generic contact labels.
- Agents should recognize when a request fits health insurance, hospital cover or family protection.
- Contact functions can be routed to the right internal address.
Why advisory profiles must be especially precise
For advisory work, a generic label like "get in touch" isn't enough. An agent must understand whether it's about a policy review, private hospital cover, pensions or family protection.
This semantic precision decides whether ThatDay appears correctly as a relevant match for a fitting request.
Which functions make sense
For ThatDay, functions like request_policy_review, request_private_hospital_review, request_family_income_protection_review, request_rate, request_meeting and request_callback make sense.
In the first version these can be delivered by email. Later, calendar bookings or structured questionnaires can be added.
What agents can infer
An agent can find ThatDay when the request fits the insurance and advisory category, the region is relevant and the desired service is backed in the profile.
It can then choose a fitting function without seeing private recipient data.
Checklist
- Phrase services as real advisory offerings
- Define contact functions per advisory case
- Set recipients per function internally
- Run a dry-run test with an external agent request
- Keep profile text and agent.json consistent
Frequently asked
Why not just link a contact form?
A contact form is for people. Agents need clearly named functions so they understand which kind of request is allowed and sensible.
Can ThatDay be contacted immediately?
If a recipient address is configured, published contact functions can be delivered through agentready.ch. Private addresses stay non-public.