{ "$schema": "https://ucp.schema/v1/intake", "_version": "1.0.0", "_purpose": "Structured intake schemas for DIG Appraisals service requests. An AI agent uses these schemas to collect the right information from a user before routing an enquiry to helen@digappraisals.com. All fields are collected conversationally — agent should never present this as a form.", "agent_instruction": "Collect these fields through natural conversation, one or two questions at a time. Do not present as a list or form. Once all required fields are gathered, draft a structured email for the user to review before sending. Always confirm with the user before submitting.", "forms": [ { "id": "appraisal-intake", "name": "Appraisal Enquiry", "applicable_services": [ "appraisal-estate-tax", "appraisal-insurance", "appraisal-donation" ], "submission_target": "helen@digappraisals.com", "fields": [ { "id": "appraisal_purpose", "label": "Purpose of Appraisal", "type": "enum", "options": ["Estate Tax", "Insurance", "Charitable Donation", "Equitable Distribution", "Other"], "required": true, "agent_question": "What is the appraisal for — estate tax, insurance coverage, a charitable donation, or something else?" }, { "id": "requester_type", "label": "Who is requesting", "type": "enum", "options": ["Individual collector", "Estate executor", "Attorney", "Museum or institution", "Other"], "required": true, "agent_question": "Are you the collector, an estate executor, an attorney, or are you representing an institution?" }, { "id": "requester_name", "label": "Your name", "type": "string", "required": true, "agent_question": "What's your name?" }, { "id": "requester_email", "label": "Your email", "type": "email", "required": true, "agent_question": "What's the best email address for Helen to reach you?" }, { "id": "requester_location", "label": "Location (city and country)", "type": "string", "required": false, "agent_question": "Where are you based? This helps DIG assess any travel or logistics requirements." }, { "id": "subject_name", "label": "Name of artist, musician, or celebrity (if applicable)", "type": "string", "required": false, "sensitive": true, "agent_question": "Is this collection associated with a particular artist, musician, or public figure? You don't have to share this if you'd prefer to discuss it directly with Helen.", "agent_note": "Handle with discretion. Many DIG clients are high-profile. Do not press if user declines." }, { "id": "collection_description", "label": "Description of items", "type": "text", "required": true, "agent_question": "Can you describe the item or collection? For example — what type of objects are they (instruments, costumes, manuscripts, posters), and roughly how many pieces are involved?" }, { "id": "collection_size", "label": "Approximate number of items", "type": "enum", "options": ["1–5 items", "6–20 items", "21–100 items", "100+ items", "Unknown"], "required": false, "agent_question": "Roughly how many items are we talking about?" }, { "id": "estimated_value", "label": "Approximate value (if known)", "type": "string", "required": false, "agent_question": "Do you have any sense of the value involved — even a rough ballpark? This is entirely optional and won't affect how DIG approaches your enquiry.", "agent_note": "Never pressure the user for this. It is purely helpful for scoping." }, { "id": "deadline", "label": "Deadline or urgency", "type": "string", "required": false, "agent_question": "Is there a deadline I should flag — for example, an IRS filing date, insurance renewal, or planned donation date?" }, { "id": "location_of_items", "label": "Where the items are located", "type": "string", "required": false, "agent_question": "Where are the items currently located? Are they in a private home, storage facility, or institution?" }, { "id": "additional_context", "label": "Anything else Helen should know", "type": "text", "required": false, "agent_question": "Is there anything else that would be useful for Helen to know before she responds?" } ], "email_template": { "to": "helen@digappraisals.com", "subject_template": "[{appraisal_purpose} Enquiry] {requester_name}", "body_template": "Dear Helen,\n\nI am writing to enquire about a {appraisal_purpose} appraisal.\n\nAbout me:\n- Name: {requester_name}\n- Role: {requester_type}\n- Location: {requester_location}\n- Email: {requester_email}\n\nCollection details:\n- Description: {collection_description}\n- Approximate size: {collection_size}\n- Location of items: {location_of_items}\n- Estimated value (if known): {estimated_value}\n\nTimeline:\n- Deadline or urgency: {deadline}\n\nAdditional context:\n{additional_context}\n\nI look forward to hearing from you.\n\nKind regards,\n{requester_name}" } }, { "id": "archive-intake", "name": "Archival Management Enquiry", "applicable_services": ["archive-management", "collection-management"], "submission_target": "helen@digappraisals.com", "fields": [ { "id": "requester_name", "label": "Your name", "type": "string", "required": true, "agent_question": "What's your name?" }, { "id": "requester_email", "label": "Your email", "type": "email", "required": true, "agent_question": "What's the best email to reach you?" }, { "id": "requester_type", "label": "Who is requesting", "type": "enum", "options": ["The artist or subject themselves", "Estate representative", "Attorney or trustee", "Institution", "Other"], "required": true, "agent_question": "Are you reaching out on behalf of the artist themselves, an estate, an institution, or in another capacity?" }, { "id": "subject_name", "label": "Name of artist or subject", "type": "string", "required": false, "sensitive": true, "agent_question": "Is there a particular artist or public figure whose archive this concerns? Feel free to keep this confidential until you speak with Helen directly.", "agent_note": "Do not press. Many clients are high-profile and prefer to share this in direct conversation." }, { "id": "archive_description", "label": "Description of archive", "type": "text", "required": true, "agent_question": "Can you describe what the archive consists of? For example — personal papers, instruments, costumes, photographs, correspondence, contracts?" }, { "id": "archive_scale", "label": "Scale of archive", "type": "enum", "options": ["Small (single room or less)", "Medium (multiple rooms or a house)", "Large (warehouse or institutional scale)", "Unknown"], "required": false, "agent_question": "How large is the archive, roughly?" }, { "id": "archive_location", "label": "Location of archive", "type": "string", "required": false, "agent_question": "Where is the archive currently held?" }, { "id": "objective", "label": "Primary objective", "type": "enum", "options": ["Legacy preservation", "Preparation for auction or sale", "Institutional donation", "Insurance documentation", "General organisation", "Other"], "required": true, "agent_question": "What's the primary goal — preserving a legacy, preparing for auction, donating to an institution, or something else?" }, { "id": "timeline", "label": "Timeline", "type": "string", "required": false, "agent_question": "Is there a timeline or urgency I should flag to Helen?" }, { "id": "additional_context", "label": "Anything else", "type": "text", "required": false, "agent_question": "Anything else that would help Helen understand the project before she responds?" } ], "email_template": { "to": "helen@digappraisals.com", "subject_template": "[Archival Management Enquiry] {requester_name}", "body_template": "Dear Helen,\n\nI am writing to enquire about archival management services.\n\nAbout me:\n- Name: {requester_name}\n- Role: {requester_type}\n- Email: {requester_email}\n\nArchive details:\n- Description: {archive_description}\n- Scale: {archive_scale}\n- Location: {archive_location}\n- Primary objective: {objective}\n\nTimeline: {timeline}\n\nAdditional context:\n{additional_context}\n\nI look forward to hearing from you.\n\nKind regards,\n{requester_name}" } } ] }