anewera
Case7 minUpdated: 10 Jun 2026

ThatDay as an agent-ready profile: making advisory contactable

ThatDay shows how an advisory-focused business becomes readable for AI agents: with clear services, fitting functions and internal email delivery.

Why advisory profiles must be especially precise

For advisory work, a generic label like "get in touch" isn't enough. An agent must understand whether it's about a policy review, private hospital cover, pensions or family protection.

This semantic precision decides whether ThatDay appears correctly as a relevant match for a fitting request.

Which functions make sense

For ThatDay, functions like request_policy_review, request_private_hospital_review, request_family_income_protection_review, request_rate, request_meeting and request_callback make sense.

In the first version these can be delivered by email. Later, calendar bookings or structured questionnaires can be added.

What agents can infer

An agent can find ThatDay when the request fits the insurance and advisory category, the region is relevant and the desired service is backed in the profile.

It can then choose a fitting function without seeing private recipient data.

Checklist

  • Phrase services as real advisory offerings
  • Define contact functions per advisory case
  • Set recipients per function internally
  • Run a dry-run test with an external agent request
  • Keep profile text and agent.json consistent

Frequently asked

Why not just link a contact form?Answer

A contact form is for people. Agents need clearly named functions so they understand which kind of request is allowed and sensible.

Can ThatDay be contacted immediately?Answer

If a recipient address is configured, published contact functions can be delivered through anewera. Private addresses stay non-public.