CRM Integration
Update Lead Status
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{
"name": "update_lead_status",
"description": "Updates the lead status in the CRM. Call this when the customer expresses their interest level. Use 'hot' for very interested, 'warm' for interested, 'cold' for not interested.",
"parameters": {
"type": "object",
"properties": {
"lead_status": {
"type": "string",
"enum": ["hot", "warm", "cold"],
"description": "The lead's interest level"
},
"notes": {
"type": "string",
"description": "Notes about the conversation"
}
},
"required": ["lead_status"]
},
"api_endpoint": "https://crm.yourcompany.com/api/v1/leads/{{contact_id}}",
"http_method": "PUT",
"headers": {
"Authorization": "Bearer {{CRM_API_KEY}}"
},
"body_template": {
"status": "{{lead_status}}",
"notes": "{{notes}}",
"updated_by": "ai_agent",
"call_id": "{{call_sid}}"
}
}
Add CRM Note
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{
"name": "add_crm_note",
"description": "Adds a note to the customer's CRM record. Use this to log important information mentioned during the call.",
"parameters": {
"type": "object",
"properties": {
"note_text": {
"type": "string",
"description": "The note content to add"
},
"note_type": {
"type": "string",
"enum": ["general", "follow_up", "complaint", "feedback"],
"description": "Type of note"
}
},
"required": ["note_text"]
},
"api_endpoint": "https://crm.yourcompany.com/api/v1/contacts/{{contact_id}}/notes",
"http_method": "POST",
"headers": {
"Authorization": "Bearer {{CRM_API_KEY}}"
},
"body_template": {
"content": "{{note_text}}",
"type": "{{note_type}}",
"created_by": "ai_agent"
}
}
Order Management
Check Order Status
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{
"name": "check_order_status",
"description": "Retrieves the customer's order status and tracking information. Call this when the customer asks about their order, delivery, shipping, or tracking.",
"parameters": {
"type": "object",
"properties": {
"order_id": {
"type": "string",
"description": "The order number"
}
},
"required": ["order_id"]
},
"api_endpoint": "https://api.yourcompany.com/orders/{{order_id}}",
"http_method": "GET",
"headers": {
"Authorization": "Bearer {{API_KEY}}"
}
}
Process Return
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{
"name": "process_return",
"description": "Initiates a return request for an order. Call this when the customer wants to return a product.",
"parameters": {
"type": "object",
"properties": {
"order_id": {
"type": "string",
"description": "The order number to return"
},
"reason": {
"type": "string",
"enum": ["defective", "wrong_item", "not_needed", "other"],
"description": "Reason for return"
},
"items": {
"type": "array",
"items": { "type": "string" },
"description": "List of item IDs to return"
}
},
"required": ["order_id", "reason"]
},
"api_endpoint": "https://api.yourcompany.com/returns",
"http_method": "POST",
"headers": {
"Authorization": "Bearer {{API_KEY}}"
},
"body_template": {
"order_id": "{{order_id}}",
"reason": "{{reason}}",
"items": "{{items}}",
"customer_id": "{{contact_id}}"
}
}
Appointment Booking
Check Availability
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{
"name": "check_availability",
"description": "Checks available appointment slots for a specific date. Call this when the customer wants to schedule an appointment.",
"parameters": {
"type": "object",
"properties": {
"date": {
"type": "string",
"description": "Date in YYYY-MM-DD format"
},
"service_type": {
"type": "string",
"enum": ["consultation", "follow-up", "procedure"],
"description": "Type of appointment"
}
},
"required": ["date"]
},
"api_endpoint": "https://api.yourcompany.com/appointments/availability",
"http_method": "GET",
"query_params": {
"date": "{{date}}",
"service": "{{service_type}}"
},
"headers": {
"Authorization": "Bearer {{API_KEY}}"
}
}
Book Appointment
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{
"name": "book_appointment",
"description": "Books an appointment for the customer. Call this after confirming the date, time, and service type with the customer.",
"parameters": {
"type": "object",
"properties": {
"date": {
"type": "string",
"description": "Date in YYYY-MM-DD format"
},
"time": {
"type": "string",
"description": "Time in HH:MM format (24-hour)"
},
"service_type": {
"type": "string",
"description": "Type of appointment"
}
},
"required": ["date", "time", "service_type"]
},
"api_endpoint": "https://api.yourcompany.com/appointments",
"http_method": "POST",
"headers": {
"Authorization": "Bearer {{API_KEY}}"
},
"body_template": {
"customer_name": "{{contact_name}}",
"phone": "{{from_number}}",
"date": "{{date}}",
"time": "{{time}}",
"service": "{{service_type}}"
}
}
Communication
Send SMS
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{
"name": "send_sms",
"description": "Sends an SMS message to the customer. Use this to send confirmation codes, appointment reminders, or important information.",
"parameters": {
"type": "object",
"properties": {
"message": {
"type": "string",
"description": "The message to send"
}
},
"required": ["message"]
},
"api_endpoint": "https://api.twilio.com/2010-04-01/Accounts/{{TWILIO_ACCOUNT_SID}}/Messages.json",
"http_method": "POST",
"headers": {
"Authorization": "Basic {{TWILIO_AUTH_TOKEN}}"
},
"body_template": {
"To": "{{from_number}}",
"From": "{{to_number}}",
"Body": "{{message}}"
}
}
Send Email
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{
"name": "send_email",
"description": "Sends an email to the customer. Use this to send detailed information, documents, or follow-up materials.",
"parameters": {
"type": "object",
"properties": {
"subject": {
"type": "string",
"description": "Email subject line"
},
"body": {
"type": "string",
"description": "Email body content"
}
},
"required": ["subject", "body"]
},
"api_endpoint": "https://api.yourcompany.com/emails/send",
"http_method": "POST",
"headers": {
"Authorization": "Bearer {{API_KEY}}"
},
"body_template": {
"to": "{{contact_email}}",
"subject": "{{subject}}",
"body": "{{body}}",
"from": "noreply@yourcompany.com"
}
}
Data Retrieval
Get Customer Profile
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{
"name": "get_customer_profile",
"description": "Retrieves the customer's profile information including account details and preferences. Call this when you need customer information.",
"parameters": {
"type": "object",
"properties": {
"customer_id": {
"type": "string",
"description": "The customer ID"
}
},
"required": ["customer_id"]
},
"api_endpoint": "https://api.yourcompany.com/customers/{{customer_id}}",
"http_method": "GET",
"headers": {
"Authorization": "Bearer {{API_KEY}}"
}
}
Search Products
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{
"name": "search_products",
"description": "Searches for products in the catalog. Call this when the customer asks about products, pricing, or availability.",
"parameters": {
"type": "object",
"properties": {
"query": {
"type": "string",
"description": "Search query"
},
"category": {
"type": "string",
"description": "Product category to filter by"
},
"max_price": {
"type": "number",
"description": "Maximum price filter"
}
},
"required": ["query"]
},
"api_endpoint": "https://api.yourcompany.com/products/search",
"http_method": "GET",
"query_params": {
"q": "{{query}}",
"category": "{{category}}",
"max_price": "{{max_price}}"
},
"headers": {
"Authorization": "Bearer {{API_KEY}}"
}
}