{"uid":"cap_QyRiVwh3kTIvXM3HMfezi","slug":"tradepilotusa-sales-handoff-executor-4b187bfe","name":"TradepilotUSA Sales Handoff Executor","description":"Convert supplied deal notes into delivery requirements, commitments, ownership, open questions, and acceptance criteria. Uses buyer-supplied information only; no external research or outbound actions. Returns a draft for human review.","url":"https://www.tradepilotusa.com/api/agent-commerce/v1/services/sales_handoff/execute?utm_source=zero.xyz","method":"POST","headers":{},"bodySchema":{"type":"object","properties":{"brief":{"type":"string","maxLength":12000,"minLength":10},"audience":{"type":"string","maxLength":500},"source_text":{"type":"string","maxLength":32000,"minLength":20}}},"responseSchema":{"type":"json","example":{"task":"sales_handoff","summary":"The deliverable is a scheduling-process assessment for Example Door Company focused on improving consultation scheduling and reducing missed appointments. It includes conducting a discovery meeting, a","artifact":"Illustrative excerpt from a synthetic provider check:\n## Delivery Requirements\n\n- Conduct a discovery meeting with the operations manager of Example Door Company to discuss current consultation scheduling challenges, specifically focusing on missed appointments.\n- Assess the existing scheduling process used by the two-person installation crews for residential entry doors in Dallas.\n- Identify potential areas for improvement in scheduling efficiency and reliability.\n- Document the findings and provide recommendations for process enhancements.\n\n## Co","provenance":{"source":"buyer_supplied","generated_at":"2026-09-22T14:40:39.205Z","external_research_performed":false},"request_id":"example_sales_handoff","assumptions":["The discovery meeting is the initial step before any implementation effort.","No implementation or savings guarantees are part of this deliverable."],"evidence_gaps":["Budget allocated for the assessment and any future implementation.","Expected timeline or purchase date for follow-up services."],"requires_human_review":true}},"example":null,"exampleRequest":null,"tags":["x402"],"displayCostAmount":"0.25","displayCostAsset":"USDC","priceDynamic":false,"priceHint":null,"priceStatus":"priced","priceSource":"probe","requiresHandshake":false,"reviewCount":0,"rating":{"score":"0.00","successRate":"0.00","reviews":0,"stars":null,"state":"unrated"},"availabilityStatus":"unknown","priceObserved":null,"sessionDeposit":null,"pricing":{"kind":"static","summary":"$0.25/call","primary":{"kind":"static","protocol":"x402","network":"base","amountUsd":"0.25","per":"call","confidence":"exact"},"accepted":[{"kind":"static","protocol":"x402","network":"base","amountUsd":"0.25","per":"call","confidence":"exact"}]},"paymentMethods":[{"uid":"pm_wYPp0fr4IecAmSMvhKnjc","protocol":"x402","methodType":"crypto","chain":"base","mode":"charge","costAmount":"0.25","costPer":"request","priority":0,"asset":"0x833589fCD6eDb6E08f4c7C32D4f71b54bdA02913","unit":"request","depositMicros":null,"planRef":null}],"brandName":null,"brandSlug":null,"brandBaseUrl":null,"brandDocsUrl":null,"whatItDoes":"Generates a structured sales handoff deliverable — including a summary, artifact, assumptions, and evidence gaps — from a provided brief and source text, flagged for human review.","exampleAgentPrompt":"Take this prospect brief about Example Door Company — they need help improving their consultation scheduling process to reduce missed appointments — and generate a formal sales handoff document with a summary, delivery requirements, assumptions, and evidence gaps. The audience is the operations manager.","exampleUseCases":[{"title":"Sales-to-ops handoff for new client","prompt":"I just closed a deal with Riverside HVAC — they want a scheduling overhaul for their 5-technician crew in Phoenix. Can you take my notes and generate a formal sales handoff document with delivery requirements, key assumptions, and any evidence gaps I should flag for the ops team?"},{"title":"Discovery meeting prep from prospect brief","prompt":"I have a brief from a prospect, GreenLeaf Landscaping, who wants to streamline their quote-to-invoice workflow. Use this source text from our call notes to generate a structured handoff artifact so our delivery team knows exactly what to focus on in the discovery meeting."},{"title":"Structured handoff for B2B software lead","prompt":"We just moved DataSync Solutions to the next stage — they're a 20-person SaaS company needing CRM integration. Turn this brief and the email thread I'm pasting in into a sales handoff package, including assumptions we're making and where we still have information gaps."}],"resultDescription":"Returns a JSON object containing a task label, a prose summary of the deliverable, a detailed handoff artifact (delivery requirements and context), a provenance block (source, timestamp, whether external research was performed), the original request ID, a list of assumptions made, identified evidence gaps, and a boolean flag indicating whether human review is required before acting on the output.","failureModes":["Brief or source_text too short (below minLength) — validation error returned","Source text exceeds 32,000 character limit — request rejected","Brief exceeds 12,000 character limit — request rejected","Insufficient context in brief to generate meaningful assumptions — low-quality artifact with many evidence gaps","Payment failure or insufficient USDC balance — 402 response, no artifact generated","Malformed JSON body — 400 bad request"],"whenToPreferThis":"Choose this endpoint when you need to convert unstructured prospect notes, call transcripts, or client briefs into a structured, human-reviewable sales handoff document — especially when the handoff must include delivery requirements, explicit assumptions, and flagged evidence gaps. It is purpose-built for sales-to-operations transitions within the TradepilotUSA workflow ecosystem, and is preferable over generic document generation when you need provenance tracking and a human-review flag baked into the output.","instructions":null,"reviewSummary":null,"reviewSummaryHighlights":null,"reviewSummaryConcerns":null,"reviewSummaryGeneratedAt":null,"activationCount":0,"lastUsedAt":null,"lastSuccessfullyRanAt":null,"lastHealthCheckAt":"2026-10-02T06:45:16.981Z","isFirstParty":false,"canonicalSlug":"tradepilotusa-sales-handoff-executor-4b187bfe"}