ai.plyto/crm

Save (or update) a durable memory: a standing preference, playbook rule, correction, or business fact that should hold across ALL future conversations. Use when the user says "remember…", "always…", "never…", "from now on…", states a lasting preference, or corrects how you did something. One distil…

List every durable memory you hold for this business (business-wide plus the current user's personal ones), with ids and when each was last confirmed. Use before consolidating, when the user asks what you remember, or to find a memoryId to update/forget.

No se publicó ningún esquema de entrada para esta herramienta.

Permanently delete a saved memory. Destructive: confirm with the user first unless they just explicitly asked you to forget exactly this. Users can also remove memories themselves under Settings → Business profile.

Save what you learn about the business the moment the owner says it: real name, website, industry, who their customers are, what sets them apart, the phone to show on pages, where an ad's click should go (clickTarget page or url, and conversionUrl: their signup, booking or checkout link), and durab…

Create a contact (or find-and-update if one with the same email already exists in this business). Returns the created/updated contact. Use when the user mentions adding, capturing, or tracking a new person. Email is the natural dedup key; if you have an email, always pass it.

Update fields on an existing contact. Only pass fields you want to change. No-op fields are silently skipped.

Fetch a single contact by id, with where they came from: the ad campaign and search keyword that brought them (when an ad did), where they were and on what device, what they asked for on the landing page, how many forms they submitted, and whether they have created an account. Use this, not source_…

List contacts in this business with simple filters. For free-text search use crm.contacts.search. For complex filters use crm.contacts.query (W3).

Free-text search across contact email, first/last name, and phone. Case-insensitive substring match. Returns up to 20 contacts by default.

Return all custom property values for a contact as a {key: value} map.

Create a company (or find-and-update if one with the same domain already exists). Domain is the natural dedup key; always pass the bare domain like 'acme.com' (not the full URL).

Update fields on an existing company. Only pass fields you want to change.

Fetch a single company by id. Returns null if not found.

List companies in this business. For text search use crm.companies.search.

Free-text search across company name, domain, and industry. Case-insensitive substring match.

Return all custom property values for a company as a {key: value} map.

Create a new tag (or find one with the same name; idempotent). Tags are lightweight orthogonal categories like 'VIP', 'Newsletter-only', 'Cold'.

List all tags defined in this business.

No se publicó ningún esquema de entrada para esta herramienta.

Apply a tag to a contact. Idempotent: adding an already-applied tag is a no-op.

List all tags applied to a contact.

Apply a tag to a company. Idempotent.

List all tags applied to a company.

Define a new custom property on contact or company. Keys must be lowercase snake_case (e.g. 'plan_tier'). For single_select / multi_select, options is required.

List custom property definitions for an entity type. Excludes archived by default.

Archive a custom property. Existing values are preserved but the property is hidden from UI and rejected for new value sets. To 'rename', archive + redefine.

Set the value of a custom property on a contact. Value type must match property type. For multi_select pass an array of option values.

Set the value of a custom property on a company.

Set the value of a custom property on a deal.

Remove a custom property value from a contact.

Remove a custom property value from a company.

Remove a custom property value from a deal.

Return all custom property values for a deal as a {key: value} map.

List all pipelines in this business (excludes archived by default).

List the ordered stages in a pipeline. Use to look up stageIds for crm.deals.move_stage.

Get the default pipeline for this business (the one new deals land in by default). Returns null if no default is set.

No se publicó ningún esquema de entrada para esta herramienta.

Create a deal in a pipeline. If pipelineId/stageId omitted, lands in the business's default pipeline at the first open stage. Attach to a contact and/or company for full context. valueCents is the deal size in cents (e.g. $5,000 = 500000).

Update fields on a deal. Use crm.deals.move_stage to change stage (it handles close events). Use crm.deals.close_won / close_lost for the won/lost transitions.

Close a deal as won: moves it to the won stage in its pipeline. Sets closedAt and emits deal.won.

Close a deal as lost: moves it to the lost stage in its pipeline. Records lostReason and emits deal.lost.

Fetch a single deal by id.

List deals with simple filters. Filter by pipeline/stage for Kanban view, or by contact/company for deal history. `open: true` returns only open-stage deals; omit for all.

Free-text search across deal names.

Log an activity: something that happened (past or scheduled). Distinguished from tasks (future intent) and notes (no structure). Use 'log a 30-min discovery call with Jane' style prompts. happenedAt defaults to now if omitted.

List activities, optionally filtered by entity (contact/company/deal) or owner. Returned in reverse chronological order by happenedAt.

Fetch a single activity by id.

Create a task: future intent ('follow up with Acme by Friday'). Distinguished from activities (past event) and notes (no structure). Auto-assigns to the calling user if assignedToUserId omitted.

Mark a task as completed. Sets completedAt to now.

Mark a task as cancelled (rejected, different from completed). Use when the user decides a task is no longer relevant.

List tasks. Open tasks sort by due date (closest first). Completed tasks sort by completion (most recent first).

Fetch a single task by id.

Run a report config WITHOUT saving. Use it to answer analytical questions ('deals by stage', 'contacts added per month', 'email opens last 30 days') and to sanity-check a config before reports.create. Returns rows + totals. Money values are in cents.

Marketing-source attribution: for every source (ad campaigns, UTM-tagged traffic, forms, inbound webhook, manual, import…; the webhook also accepts POST {email, outcome: qualified|customer} at /outcome so an external system of record can report when a lead pays) the full funnel (leads acquired, dea…

Save a custom report as a live card on the user's Reports dashboard. Use when the user asks for a report or says yes to saving an analysis. The config is re-executed on every dashboard view (always live). Validates by running once; returns the saved report + current data.

List the saved custom reports on the Reports dashboard.

No se publicó ningún esquema de entrada para esta herramienta.

Add a freeform note attached to a contact, company, deal, or any combination. Use for 'remember that Jane prefers email over phone' style facts.

List notes, optionally filtered by attached entity.

Create a contact list. Manual lists are curated by hand; dynamic lists have a filter DSL (DNF: {or:[{and:[conditions]}]}) that defines membership. For dynamic, pass `criteria`. For manual, omit it.

Fetch a single list by id.

List all contact lists in this business.

Return the contacts that are members of a list. For manual lists this returns explicit memberships; for dynamic lists it evaluates the criteria filter against contacts (lazy recompute).

Add a contact to a MANUAL list. Idempotent.

Archive a list. Membership rows are preserved but the list is hidden from default queries.

Create a form. Slug becomes the URL: /forms/<slug>. Fields are JSON-defined with type matching the contact property type system (text/email/url/number/date/checkbox/select/multi_select/textarea/phone). If captureToListId is set, every submission is auto-added to that list (use crm.lists.create firs…

Update a form: rename it, replace its fields, change appearance (theme), button text, thank-you behavior, or the capture list. Omitted properties keep their current value; `fields` and `theme` replace wholesale when provided, so send the COMPLETE new array/object (use forms.get first). Keep existin…

Fetch a form by id.

List all forms in this business.

List submissions for a form, newest first.

Generate the JS embed snippet and iframe alternative for a form. Returns both; the user picks whichever fits their site.

Query contacts with a structured filter DSL. Use this for complex 'show me contacts where X and Y but not Z' queries. Simpler cases prefer crm.contacts.search (free text) or crm.contacts.list (single filter). Field reference forms: email, firstName, ... = stock fields custom:<key> = custom prope…

Create a draft ad campaign on Meta (Facebook and Instagram) or Google, the only two platforms Plyto can actually launch and manage. Drafts are NOT live: they require user approval and a UI launch action before spending money. Use when the user asks to create, generate, or set up a new ad campaign.

List ad campaigns for the active business, optionally filtered by status and/or platform. Use when the user asks to see their campaigns or get an overview. The status of a launched campaign here is what Plyto last read from the ad platform (nightly, or the last refresh); before saying whether a cam…

THE authoritative source for a campaign's spend, impressions, clicks and conversions: use this for any question about how much a campaign has spent or how it is performing. Defaults to last 7 days. Numbers are aggregated from daily snapshots written by the performance poller, and `asOf` says when t…

Analyze recent performance for the active business: surface ads/ad sets that aren't getting impressions, ones spending without converting, and concentration patterns where a small slice drives most results. Also returns CRM attribution per campaign: leads captured (via stamped UTMs), cost per lead,…

Create a draft ad creative attached to an existing ad set. Combines an uploaded image with copy + CTA + landing URL. The creative goes live with the ad set when the campaign is launched. Use after ads.campaign.draft and after the user has uploaded at least one image. PLACEMENT SIZES: a campaign nee…

Generate AI ad photographs from a prompt + the business's brand profile, sized for Meta placements, and save them to the creative library. For a physical business the picture is the work or the product, and a REAL photo from the library (ads.creative.compose_from_photo) comes first when one exists;…

Compose a DESIGNED ad graphic deterministically: real type, the real logo, the real product image, proof from the claims on file. No AI image model, no credits. To EDIT an existing designed graphic, pass revisionOf (its asset id) plus only the fields that change: the rest is kept, the old set is ar…

Turn a REAL photo from the library into a finished ad set: the photo cropped for every placement size, the headline in real type, the real logo. No image model, no credits, nothing invented. THE FIRST CHOICE for a physical business whenever the owner has uploaded photos or the website scan saved so…

Render a short video clip (4, 6 or 8 seconds, vertical 9:16 or wide 16:9) for Reels, Stories, TikTok-style and feed placements. Use for ANY request for a video, promo clip, reel or animated ad. It renders in the background for a few minutes; the finished clip lands in Creative studio (Marketing, Cr…

Turn library clips and images into a FINISHED video ad: a hook line over the opening seconds, an optional caption per clip, and a closing brand card with the real logo and a button, at 9:16 for Reels, Stories and TikTok (or 16:9, 1:1). A raw clip from ads.creative.generate_video is footage, not an…

List every ad on a campaign with its ID, grouped by ad group. Run this BEFORE ads.creative.update or ads.creative.delete: those tools take the ad's id, never its headline text. Also the honest way to answer 'what ads does this campaign have'.

List the creative library (images, videos) for the active business, with what each asset IS: role 'site-capture' is the real picture of their website the scan saved (the hero for ads.creative.compose_graphic layout screenshot on software), role 'reference' is a real photo of the business, source 'u…

Edit an existing ad campaign: name, objective, daily budget, plain-English audience, or Google search keywords. Draft campaigns are freely editable. For LIVE campaigns only the budget can change and an increase requires the user's explicit approval first (then pass confirmSpendIncrease: true). Neve…

Where a campaign's ads show: the location targeting as the ad platform itself reports it for a live or paused campaign (Google: the places plus whether only people physically there see the ads; Meta: the places on every ad set), or what the draft holds. Use before changing locations, when someone a…

The change history of a campaign: every edit made through Plyto (budget, locations, keywords, bidding, status, ads), by whom and when, plus, for a live Google campaign, Google's own change log including edits made directly in Google Ads by a person. Use before explaining why results changed, before…

Build a landing page for every ad group in a campaign (or one ad group): a Plyto-hosted page whose headline says the ad's promise back in the visitor's words, brand-grounded bullets, proof only from the claims on file, and the business's lead form. Draft campaigns: the ads' links are set to the pag…

The landing pages Plyto hosts for this business's ads, with their links, which campaign and ad group each belongs to, and how many people have viewed each. Use before building pages (to reuse), and when someone asks where an ad sends people.

Everything on one landing page, for reading back or editing: every line of copy, the photo, the accent color, whether it collects details (form) or sends people to a link, which ad it belongs to and whether traffic is reaching it, what the owner has edited by hand. Call it before ads.landing_pages.…

Edit one landing page: pass ONLY what changes and everything else stays. 'Change the headline to X' is headline alone; 'I don't like the color' is accent alone; 'send people to my booking link' is destination link plus ctaUrl; 'put my Calendly (or my Typeform, my HubSpot form) on the page' is desti…

Make ANOTHER landing page for an ad group: a second angle to test against the page ads.landing_pages.build made, a page for a new offer, a variant the owner asked for. You give the ANGLE; Plyto's copywriter writes the page from the ad's words, the brand profile and the claims on file, through the s…

Launch a DRAFT campaign on Facebook and Instagram or Google Ads, the same way the Run it button does: checks that the ad account, payment method, Page and lead capture are in place, then starts the launch in the background. Money moves after this, so call it once WITHOUT confirmLaunch to get the ex…

Pause a live campaign or resume a paused one on the ad platform, the same path as the page's pause and resume buttons (platform call, audit row, undoable). Pausing needs no confirmation and stops spend at once. Resuming restarts spend, so it needs confirmResume: true after the user asked. To pause…

Pull the current state of launched campaigns, their ad groups and their ads straight from Google Ads and Facebook, and match Plyto's records to it: live or paused at every level, the campaign's daily budget, each ad's review state, and any delivery problem the platform reports. Plyto otherwise lear…

Where this business's ad clicks go, or, when nobody has decided yet, the numbered question to ask the owner (their site's real pages checked live, a recommendation and why). A draft's result already carries this as destinationAsk; call this when you need it again or before launching. Never decide i…

Record where the owner wants ad clicks to go, then do what that implies: build and host the landing page (page, or an embeddable link), point the campaign's draft ads at their site or link (site, link), or mark a Facebook draft for an instant form. Call it the moment they answer the destination que…

The funnel behind the ad spend, by campaign, for the last N days: spend, clicks, and every stage after the click through to a paying customer, with cost per stage. Call this BEFORE judging a campaign, proposing a budget change, or answering 'what should we change about our ads': the platform's conv…

Set or replace the location targeting on a campaign, DRAFT or LIVE: plain place names, applied to every ad group, plus (Google) whether the ads reach only people physically in those places. Use when the checklist warns about missing locations, when targeting defaulted to the business's country and…

Add one ad (headline + primary text + CTA, plus a link except on a Meta leads campaign, where the instant form is the destination and no link is needed) to a campaign's ad set. On a DRAFT it is saved and launches with the campaign. On a LIVE Google campaign it publishes a new responsive search ad i…

Attach a creative-library image OR video clip to a draft ad (sets it as the ad's media; for image sets, launch resolves the other placement sizes by the asset's name-siblings; a video clip launches as a Meta video ad that plays in Reels, Stories and the feed). Use right after ads.creative.generate_…

List the Meta custom audiences and lookalikes on the connected ad account, with their approximate sizes. Use when the user asks what audiences they have, or before targeting or building one.

Create a Meta audience for the business: either a custom audience from one of their Plyto contact lists, or a lookalike of an audience they already have. Use when the user wants to target their customers, or reach 'people like' their best customers. Creating an audience spends nothing and changes n…

Search Meta's interest and behavior catalog for detailed targeting, with approximate audience sizes. Use when the user wants to target people by interest, or asks what interests they could target. Returns ids that can be attached to an ad set.

Show what people actually searched for before seeing the business's Google ads, with spend, clicks and conversions per term, and which terms are wasting money (spend with zero conversions). Use when asked where the ad budget is going, why costs are high, or what to block. This report is PARTIAL: Go…

Block search terms on a Google campaign by adding them as negative keywords, so the ads stop showing for that traffic. Use after finding wasteful terms. This lowers wasted spend and never raises a budget.

List the negative keywords already blocking traffic on a Google campaign. Use before adding more, so nothing is added twice.

Explain why live campaigns are or aren't delivering: learning phase, budget too small to enter the auction, rejected ads, audience too narrow, payment problems. Use whenever the user asks why a campaign has low or zero spend, impressions, or results.

List the Customer Match and remarketing audiences on the connected Google Ads account, with their sizes. Use when the user asks what Google audiences they have or before targeting one.

No se publicó ningún esquema de entrada para esta herramienta.

TEMPORARILY UNAVAILABLE: Google approved Plyto for conversion reporting, and approval for customer list uploads is still pending, so this tool currently refuses with an explanation. When a user asks for a Google audience, say that plainly and offer keyword targeting on Google or the same audience o…

List the Facebook instant forms (lead forms) on the connected page, with how many leads each has collected. Use when the user asks about their lead forms or before pointing a campaign at one.

No se publicó ningún esquema de entrada para esta herramienta.

Create a real instant form on the business's Facebook page. It becomes a live asset on their page that collects strangers' names, emails and phone numbers, and Facebook does not let you delete forms that have submissions. Submissions land in Contacts automatically.

Set up Google conversion tracking for a business that is missing it, and move live Google campaigns from bidding on clicks to bidding on conversions. Use when a campaign launched without conversion tracking, or when the campaign page reports that setup failed. Changes how the campaign bids; it does…

Push the landing page URLs shown in Plyto to the live ads on Google, for a campaign whose destinations were changed after launch. Use when ads are sending traffic somewhere other than what the campaign page shows. Changes where clicks land; it does not change budget or spend.

Turn Google Search Partners on or off for a live campaign. Partner sites deliver cheap clicks with high click-through rates and far worse conversion than Google Search, so turning them off is the standard fix when a campaign shows an implausible click-through rate and no results. Changes where ads…

Switch a live Google campaign between clicks bidding and conversions bidding. Use maximize_clicks when a campaign shows zero or near-zero impressions on Google Search because it is optimizing toward conversions that never get recorded. Spends the same daily budget either way; does not raise it.

Fill every live responsive search ad in a Google campaign up to the full 15-headline / 4-description asset counts, keeping all existing lines and pins and adding brand and ad-group-themed lines. Use when Google rates the ads' Ad strength Poor: thin asset lists cap Ad strength, and Poor strength cos…

Edit an existing ad's headline, description, or destination link. Drafts update in place. A live Google search ad gets a replacement version published and the old one paused, because Google does not allow editing published ad copy; destination-only changes update in place. Live Meta ads cannot be e…

Send a tagged test lead through a campaign's whole funnel: landing page, form, CRM contact, conversion attribution, and a dry-run Google upload check. The test lead uses an undeliverable address, is removed afterwards, and no ads or budgets change. Use when someone asks whether their tracking or fu…

Add keywords to a live Google campaign's ad group, phrase match by default. Use to feed phrasing families that are converting, for example when winning search terms are not yet covered by the keyword list. Does not change budget; new keywords compete inside the existing daily cap.

Start a landing page A/B test on the live Google campaign. In ad groups with room it adds a copy of the strongest ad pointing at the new URL; in groups already at Google's 3-ad cap it repoints the weakest ad instead, keeping the strongest on the incumbent page. Google's ad rotation splits the traff…

The query-to-page engine: cluster what people actually searched on a live Google campaign, generate one landing page per intent cluster (headline that speaks the search back, brand-grounded copy, the business's live form embedded), and point variant ads at each page. Charges AI credits for the copy…

Add a complete search ad group (keywords phrase-match by default, RSA copy) to a SPECIFIC Google campaign by id. Where its clicks go follows the owner's decision on file (a page Plyto builds for the group, or their own link); undecided, the result carries the question to ask. Pass 8-12 VARIED headl…

Draft sitelinks, callouts, and a structured snippet for a DRAFT Google campaign from the brand profile and the campaign's own keywords, and save them onto the draft. They are applied to Google at launch. URL VERIFICATION IS BUILT IN: sitelink destinations are chosen from the site's own sitemap and…

Create a reusable email template. Body and subject are plain text and support merge tags: {{contact.firstName}}, {{contact.lastName}}, {{contact.fullName}}, {{contact.email}}, {{business.name}}, with fallbacks like {{contact.firstName|there}}.

List email templates for this business.

List recent email sends, optionally filtered to one contact or template. Shows delivery status per send.

Aggregate send counts by status (queued/sent/delivered/opened/clicked/bounced/failed), optionally for one template and/or a recent window. Use to answer 'how did that email do?'

Check the business's custom sending domain: current status, and when it is still pending, exactly which DNS records have not been found yet (record type, host name, and value to add). Calling this also asks the email provider to re-check DNS right now, so it doubles as a manual re-verify. Use whene…

No se publicó ningún esquema de entrada para esta herramienta.

Set or clear the CURRENT USER's personal email signature for this business (their Gmail-style sign-off, appended when they compose one-to-one emails from a contact page). ONE-TO-ONE ONLY: marketing campaigns and automation emails never include it, by design; their sign-off is part of the campaign c…

List email marketing campaigns with status, type, subject, and audience size. Use to answer 'what campaigns do we have' or find a campaign to edit.

Get one email campaign's full draft: subject, preview text, body, audience, schedule, A/B test setup and (once it has sent) its per-variant results and winner, plus the current eligible-recipient breakdown. Call before editing so changes are targeted, and call it to answer 'which version won'.

Create a DRAFT email marketing campaign (never sends anything). Write subject/preview/body in the brand voice; the user reviews in the composer and nothing goes out without an explicit send confirmation. Returns the campaign URL to share with the user.

Edit a draft or scheduled email campaign: name, subject, preview text, body, audience list, schedule, or A/B test. Plyto DOES support A/B testing on email campaigns: set abVariable plus the matching B-side copy and every recipient is assigned a side at send time, then the campaign page reports open…

Create an automation: a trigger + a linear chain of steps. Created in DRAFT and it stays that way. Do NOT activate it as part of building it: tell the user what it does and let them ask for it to be turned on. Steps run in order; a branch step exits contacts that don't match (its false path can be…

Pause an active automation: no new enrollments. In-flight enrollments finish their current step and then hold (W7 executor checks status).

List automations with status and trigger.

No se publicó ningún esquema de entrada para esta herramienta.

Fetch one automation with its full step graph (ordered), for inspection or before editing.

Rewire the step graph: point a step's `next` or `branch_false` slot at another step (or null to make that path exit). Use after automations.get to see current wiring.

List enrollments (who's in an automation and where they are), filterable by automation and state.

Step-by-step execution log for one enrollment: what ran, when, with what outcome/error. The debugging tool for 'why didn't Jane get the email?'

Force-exit an active enrollment: the contact stops at the next step boundary and receives nothing further from this automation. Use when someone asks to be left alone or was enrolled by mistake.

Static dry-run: validates every step of an automation WITHOUT executing anything: action tools exist and accept their arguments (with templates resolved against dummy values), delays/waits are in bounds, the graph reaches an exit. Run before activate; report problems to the user.

Restore an archived automation. It comes back PAUSED (never auto-active). Activate it separately to resume enrolling. Previously-exited contacts are not re-enrolled.

Create a WEBSITE: the business's home on the web, multi-section, with a nav. NOT for landing pages: the page an ad sends people to is ads.landing_pages.build, under Marketing, Landing pages. HOW TO BUILD ONE. (1) Call websites.photos first; a site with no photo of the real place, work or people is…

List this business's websites with status and URLs.

No se publicó ningún esquema de entrada para esta herramienta.

Get a site with its theme and every section (block ids, kinds, content) for editing. Call it before any edit so you change the right block, and read the current content back to the person in plain words when they ask what is on the site.

Change a site's settings: name, SEO title and description, accent color, font pairing, corner radius, dark or light. Omitted settings keep their value, so 'make it darker' is dark: true and nothing else. Owners can also edit these and every section themselves under Site.

Edit part of a section. Pass ONLY the fields that change; everything else in the section is kept, so 'shorten the headline' touches the headline and nothing else. Arrays (items, steps, images) are replaced whole when passed, so to change one service, pass the full items list with that one changed.…

Add a section to a site, at the end or at a position (0 is the top; later sections shift down). Same shapes and photo rules as websites.create_site. 'Add pricing' means: ask nothing if the prices are on file or in the conversation, otherwise ask for the prices first, then add it.

Reorder a site's sections ('move pricing above the FAQ'). Pass the COMPLETE list of block ids in the new top-to-bottom order (websites.get_site returns them). Partial lists are rejected so blocks can't be silently dropped.

What this business can put on a website, newest first: real photos the owner added or attached in chat (what: photo), product screenshots (product-screen), and scenes Plyto generated for ads (generated-scene, hero or about only, and only when nothing real exists). Ad graphics with headlines baked i…

No se publicó ningún esquema de entrada para esta herramienta.

Fetch and analyze an existing website (theirs or a competitor's). Returns title, description, headings, navigation links, and the page's visible text so YOU can rebuild it as a much better Plyto site. Keep the real business facts (services, hours, locations, offers), upgrade the copy and structure.…

Verify a site's custom domain DNS. If the records point at us, the domain goes active and the site serves on it (TLS is automatic).

Run an SEO + GEO (generative engine optimization) audit on a URL. Fetches the page, robots.txt, sitemap.xml and llms.txt, runs ~15 deterministic checks (title, meta description, headings, alt text, structured data, FAQ content, llms.txt, mobile viewport…), stores the result, and returns the scored…

List recent SEO/GEO audits with scores.

Save a blog post draft. YOU write the post (600-1200 words of genuinely useful, non-generic content in the brand voice, markdown with ## headings) and pass it here. Include a meta description (<=155 chars) and 3-6 keywords.

List blog posts (drafts and published).

Configure the automatic blog writer: posts per week (0 disables, max 3), topic list to rotate through, and whether posts auto-publish or wait as drafts. HARD CEILING: 3 posts per week and 10 per day, enforced by the system, no exceptions. When someone asks for more ("120 a week"), do NOT attempt it…

List the business's booking pages with their public URLs, durations, and weekly availability. A booking page is where a lead picks a call time; a booked call automatically qualifies the lead (sales_qualified) and, when the lead came from an ad, reports that qualification back to the ad platform.

No se publicó ningún esquema de entrada para esta herramienta.

Create a booking page and return its public URL, ready to share, link from the website, or put in a form's thank-you message. Availability is weekly windows in 24h HH:MM, keyed by weekday number (0=Sunday..6=Saturday). Times are in the page timezone (default America/Los_Angeles). Example availabili…

Upcoming booked calls: who, when, their note, and the show-up task. Use for questions like "what calls do I have" or "who booked this week".

Generate a branded pitch deck: a full slide presentation built from the brand kit (colors, logo, voice, approved claims) and, when a deal/company/contact id is given, grounded in that CRM record — who they are, what the deal is worth. Returns a hosted share link the user sends to their prospect. Ta…

List this business's pitch decks with status, share links, and view counts. The honest source for 'has anyone opened the deck'. Status 'generating' means the deck is still building; 'failed' means the build errored and it should be recreated.

No se publicó ningún esquema de entrada para esta herramienta.