Update contact records with parsed lead chat details

Chat lead transcripts hide booking times, budgets, and readiness, leaving reps without call context. This fills contacts with booking, investment, and timeline details so reps can act the same day.

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Overview

Incoming chat leads are often unstructured, which leaves reps guessing at budgets and booking times and slows follow-up. This flow extracts budgets, terms, timelines, and confirmed booking slots into contact records and your tracking sheet so reps can prioritize high-value leads and act the same day.