What problem does it solve?
This Skill helps you quickly query and maintain Evo AI CRM resources without manually browsing the CRM UI, saving time on repetitive contact, conversation, message, inbox, pipeline, and label management tasks.
Core Features & Use Cases
- Contacts management: list, search, filter, create, update, delete contacts, and retrieve contact conversations, notes, and pipelines.
- Conversations & messaging: list and search conversations with filtering, update conversation status/priority, mute/unmute, mark unread, send transcripts, and manage conversation messages (create, update, delete, retry).
- Operational workflows: list inboxes and inbox agents/templates, plus pipeline and pipeline item lifecycle operations including stages, stats, moving items, and label assignment.
- Use case: When a sales/support team needs to triage leads and resolve customer threads, you can pull all open conversations, assign them, update statuses/priorities, and archive transcripts by automating the CRM calls and returning structured JSON.
Quick Start
Use the int-evo-crm skill to list contacts by sending the user the natural language instruction to run the contacts command.