find-internal-answer

name	find-internal-answer
description	Answer from authorized internal sources; not memory.
metadata	{"short-description":"Find authoritative internal sales answers"}

Find Internal Answer

Outcome

A concise answer grounded in the most authoritative and current accessible internal sources.

CRM-neutral operating contract

• Discover available CRM, communication, calendar, knowledge, and file capabilities before choosing a retrieval plan. If no live CRM is available, use user-supplied exports when that still satisfies the request; never imply a live write is possible.
• Map records by meaning, not vendor labels: organization, person, lead, opportunity, activity, product, service record, user or team, and knowledge item. Inspect schemas and custom fields, preserve native IDs, stages, currencies, timezones, and fiscal periods.
• Keep observed facts, derived conclusions, and missing information distinct. Anchor consequential claims to record IDs, fields, timestamps, or named sources, and state access or freshness limits.
• Start read-only. Before creating, updating, assigning, sending, or scheduling, show the exact proposed action and obtain confirmation unless the current request already authorized that exact mutation.
• Obey connected-system permissions, resolve ambiguous records or people instead of guessing, check for duplicates before creation, and report partial failures without repeated retries.

Workflow

1. Resolve the user, target records, requested scope, reporting window, timezone, and business objective. Ask only for missing details that materially change the result.
2. Retrieve the minimum authorized evidence needed from the following inputs: The exact question, customer or deal context when relevant, authorized knowledge sources, source metadata, access controls, and freshness requirements.
3. Normalize relevant entities and fields while retaining native record identifiers and source timestamps.
4. Apply the analysis rules below. When evidence conflicts, show the conflict rather than averaging it away.
5. Deliver the required output in a compact form suited to the scope. Put urgent or decision-relevant items first.

Analysis rules

1. Clarify ambiguous product, region, plan, policy, version, or customer context before broad retrieval.
2. Prefer owner-approved, current, and directly applicable sources over informal notes or duplicated material.
3. Reconcile conflicts explicitly and state when no authoritative answer is available.
4. Cite source title, location, and date near each consequential claim; do not reveal inaccessible or unrelated content.

Required output

• Direct answer
• Applicability and caveats
• Supporting citations
• Conflicts or unanswered points
• Recommended subject-matter owner when needed

Actions and boundaries

Read-only. Drafting a customer response is allowed when requested, but sending it requires approval.