# Agent Prompt + Workflow Recipe

## Agent Goal

Review the customer handoff request and return predictable fields that Jodoo can store.

## Required Output Fields

- `customer_name`
- `primary_contact`
- `contact_email`
- `account_segment`
- `product_package`
- `target_launch_date`
- `implementation_owner`
- `handoff_risk`
- `onboarding_status`
- `recommended_next_action`

## Zapier Agents Setup

- Trigger: Agent action
- Action: Visit Site tool
- Endpoint: `/jodoo/zapier/customer-onboarding-handoff`
- Expected response: `ok`, `jodoo_data_id`, `record_anchor`

## Prompt Skeleton

Return only structured JSON for this customer handoff review. Include risk, owner, status, and the next action. Do not return a loose paragraph.