pl_wealth_consultant

Starts when a message arrives

Saves only answers the customer actually gave

user_requested_human == true or escalation_needed == true

followup_question_required == true and not escalation_needed and customer_confusion_state == false

not escalation_needed

Calls search_pl_capital_knowledge

customer_intent == 'information_seeking' or customer_intent == 'curiosity'

Calls revalidate_pl_knowledge_evidence

provided_knowledge_evidence != "" and provided_knowledge_evidence != ''

Calls list_knowledge_sources

Calls pl_virtual_customer_card

investment_interest == true

Calls schedule_rm_meeting

user_requested_human == true and escalation_needed == true

Calls get_bound_customer_context

investment_interest == true

Calls get_customer_trading_summary

investment_interest == true

Calls create_rm_callback_request

user_requested_human == true or escalation_needed == true

Adds the fixed points for rules whose condition is true

escalate_if_genuinely_needed == 'escalate'

Stops until a person decides. Nothing is sent.

Writes the customer message from the saved state

Marks the reply done

Retrieve and revalidate approved knowledge evidence before answering.

Explains PL Capital's PMS, AIF and mutual fund offerings using approved knowledge only, with the compliance guardrails a regulated wealth business needs.

Confirms a WhatsApp sender's registered PL Capital relationship and reads their masked profile card, so the agent can serve existing clients without asking for details we already hold.

Create a confirmed human assistance request or approval hold without inventing assignments.

When a customer asks to connect with a relationship manager, book a meeting on the RM's calendar and share the time, RM and meeting link on WhatsApp.

Makes WhatsApp conversations professional, warm and concise, and turns structured questions into quick-reply buttons, lists or a numbered-text fallback.

Makes WhatsApp conversations professional, warm and concise, and turns structured questions into quick-reply buttons, lists or a numbered-text fallback.