AssistantLabs Business Agent

Books a customer in. For an appointment, pass a start time from get_free_slots unchanged. For a stay, pass the arrival and departure dates instead, and it is confirmed straight away. This can reach the customer and cannot be taken back: a WhatsApp confirmation goes out if the business has one set up, and a calendar invite is emailed if an email address is given. The result says whether each one went. If the time was just taken it fails and nothing is booked. If it fails for another reason, check list_appointments before trying again, because a second try can book them twice. If the business keeps a leads board tied to this diary, the lead's stage there is updated to meeting-booked within the hour. None of the steps attached to that stage run, and nothing more is sent.

book_appointment

Cancels an appointment or declines a stay request, and releases the time. This reaches the customer and cannot be taken back: a WhatsApp cancellation goes out if the business has one set up, and an emailed calendar invite is withdrawn if one was sent. Cancelling it a second time does nothing.

cancel_appointment

Changes a contact's name, phone, email or notes, and adds or removes labels. Fields left out stay as they are; notes replace the existing notes. The change appears on the contact's timeline and sends them nothing. A phone or email already on another contact is refused.

update_contact

Changes a lead on the board: their stage, owner, what is owed them next, when a person last spoke to them, why they were lost, the note on their record, or labels. It sends the lead nothing. Only a stage that list_lead_stages marks usableHere is accepted; any other is refused and nothing changes. If the business reports results to its own ad account, a stage or label change can be reported there.

update_lead

Changes fields on a task, such as its status, priority, owner, planned day or progress line. Only the fields sent change, and every change is kept in the task's history. Sending a description or tags replaces what was there. Task rules the workspace set up can act on a status change inside the board. Sends nothing to anyone.

update_task

Changes the business details the agent gives customers. Fields left out stay as they are; social links replace the whole list. This changes what the live agent tells real customers from their next message, and reaches any agent linked to this one. It sends nothing by itself.

set_agent_business

Says yes to a stay request that is waiting for an answer, with the total price if there is one to quote. It reads the request first and refuses anything that is not waiting for an answer, so nothing is sent twice. This reaches the guest and cannot be taken back: a WhatsApp confirmation goes out if the business has one set up, and a calendar invite is emailed if they gave an email address. If the business keeps a leads board tied to this diary, the lead's stage there is updated to meeting-booked within the hour. None of the steps attached to that stage run, and nothing more is sent.

confirm_stay_request

Corrects a ticket's title or priority (1 low to 4 urgent), or withdraws the action a person was asked to take, which stops it showing as work. Only the fields given change. Sends nothing to the customer.

update_helpdesk_ticket

Adds a new task to the board. Give it a title, and a status of blocked-on-a-human when it needs a person to decide before anything can happen. It starts as open, normal priority and unassigned unless told otherwise. Task rules the workspace set up can act on it inside the board. Trying again creates a second task. Sends nothing to anyone.

create_task

Changes the caption, title, hashtags or media of a post that has not gone out. Only the fields given change, and media given replaces the whole list. It is refused once the post is live on any channel. Publishes nothing.

edit_post

Finds people who have talked to the agent, by their name, by a label, or both. Gives their name, labels and the contactId other tools take; phone numbers and email addresses are left out. The name search matches the start of a word in their name, so Dan finds Dana Levi and Lev finds her too, but ana does not. A name needs at least 3 characters in all. A label alone, or a name made only of short words such as Bo Li, is checked against the 300 most recently active contacts, so an older one can be missed, and partial says when that happened. Changes nothing.

find_contacts

Searches the words of the 100 newest conversations in the period for a word or phrase and says which ones mention it, newest first, with when each was last active. Older conversations are not read, and partial says when that left some out. The match is on exact text, so try the customer's own wording if nothing comes back. Phone numbers, email addresses and other hidden details cannot be searched for. Sends nothing.

search_conversations

Shows which nights are open for a stay service between two dates, as open stretches plus each night that is taken and why. It covers the next six weeks unless dates are given. Use for "is the cabin open next weekend?". Sends nothing.

get_free_nights

Lists the open start times for one service between two dates, grouped by day. It covers the next 7 days unless dates are given. Use for "when can I fit someone in on Thursday?" or before booking. Sends nothing.

get_free_slots

Lists the business's WhatsApp message templates with their language, category, approval status, wording and placeholders. Only an approved template can be sent, and send_whatsapp_template needs a value for every placeholder listed. fromAppOnly marks a template with header or button variables, which goes out from the AssistantLabs app. Sends nothing.

list_whatsapp_templates

Lists appointments in a date range, with the customer's name, the service, the local time and the status. Use for "what is on today?" or "who is coming Thursday?". It covers from now onward unless a start date is given. Cancelled appointments are left out unless status asks for them. Times are on the business's clock, and its timezone comes back with them. Contact details and notes are left out. Sends nothing.

list_appointments

Lists the services the business offers, with duration, price and category, including hidden ones, which are marked. A service of kind "stay", such as a room or a cabin, is booked by nights. Sends nothing.

list_services

Lists the companies this business tracks in its CRM, with their website, industry, relationship and how many people each has. Use for "which customers do we have?" or to find a company by name. Changes nothing.

list_crm_companies

Lists the channels the agent talks to customers on, such as WhatsApp, Instagram, Messenger, email and website chat, and whether each is working. Use for "is WhatsApp connected?". Social accounts that posts go out on are in list_social_channels. Changes nothing.

list_channels

Lists the social accounts posts go out on, with their status and the connectionId that filtering and publishing use. These are where the business publishes; list_channels shows where the agent talks to customers. An account that needs reconnecting is skipped until someone reconnects it in the app. Changes nothing.

list_social_channels

Lists the people in this workspace who have talked to the agent, newest first, with their name, labels, channels and when they were last active. Phone numbers and email addresses are left out. Use for "who are our recent contacts?". Changes nothing.

list_contacts

Lists helpdesk tickets, newest activity first, with the customer's name, the state, the title and what a person has to do. Use for "what needs me today?". An escalated ticket is one a person must act on, and waiting means the last message came from the customer and has not been answered. Sends nothing.

list_helpdesk_tickets

Lists the landing pages with their status, public address, views and leads. A draft is not public and has no address yet. Use for "which pages are live?" or "how are our pages doing?". Changes nothing.

list_landing_pages

Lists this workspace's lead stages and the outcomes that can be logged, with their ids. usableHere says whether a stage or outcome can be used when adding, changing or logging a lead here. One the business set up to act by itself, such as messaging the lead, is not usable here and is used in the AssistantLabs app instead. Sends nothing.

list_lead_stages

Lists who filled in a landing page's form, newest first, with their name, the page and the date. Give a pageId for one page, or leave it out for every page. Contact details are not included. Changes nothing.

list_landing_page_leads

Lists the email and WhatsApp campaigns with their status, how many people each one has and how they responded. A campaign that has not started has nobody in it yet. No recipients are shown. Read only: it sends nothing and starts nothing.

list_campaigns

Lists the paid ads with their status, daily budget and who they are aimed at. Read only: it creates nothing and spends nothing.

list_ads

Lists money received in a date range, newest first, with the client's name, the invoice or receipt number and the amount. Without dates it covers yesterday and today. A refund is a negative amount. Use for "who paid yesterday?". It reads what is already synced from the connected sources and changes nothing in them.

list_recent_payments

Lists people the CRM tracks at companies, by name and role, for one company or across all of them. Phone numbers and email addresses are left out. Changes nothing.

list_crm_contacts

Lists customer conversations from the last few days, with who wrote, on which channel and when. Use for "who wrote to us this week?" or "who is waiting for a reply?". waiting means the last message came from the customer and has not been answered. The words of a message come from reading that conversation. Sends nothing.

list_conversations

Lists social posts, newest first, with their status and where each one went or failed. Filter by status, by network or by one connected account. Use for "what have we posted?" or "which posts failed?". Partial means it went out on some channels and not others. Changes nothing.

list_posts

Lists the tasks on the board, most pressing first, without their notes. Use for "what is open?", "what is waiting on me?" or "what are we doing for this customer?". Finished tasks are included unless a status is chosen. Sends nothing.

list_tasks

Lists the links the agent may send customers. The itemId is what saving or removing one takes. Phone numbers and email addresses in it are hidden unless includePhoneAndEmail is set. A WhatsApp chat link is a phone number, so it is hidden too. Changes nothing.

list_agent_links

Lists the products the agent sells from, with their prices. The itemId is what saving or removing one takes. Phone numbers and email addresses in it are hidden unless includePhoneAndEmail is set. Changes nothing.

list_agent_catalog

Lists the questions and answers the agent replies from, in the business's own words. The itemId is what saving or removing one takes. Phone numbers and email addresses in it are hidden unless includePhoneAndEmail is set. Changes nothing.

list_agent_faq

Lists the rules the agent follows when replying. The itemId is what saving or removing one takes. Phone numbers and email addresses in it are hidden unless includePhoneAndEmail is set. Changes nothing.

list_agent_guidelines

Lists the labels this business uses to tag its contacts and conversations. Use to pick an existing label before adding one. Changes nothing.

get_contact_labels

Lists who works this inbox, by name and role. Use to find who to hand a ticket to. Changes nothing.

list_helpdesk_team

Lists who is on the Leads board, warmest first: each person's name, stage and what is owed them next. Use for "who should I follow up with?" or "who is in this stage?". Phone numbers and email addresses are left out. Sends nothing.

list_leads

Lists invoices not yet paid, oldest first, with the client's name, the invoice number, the date, the amount and how many days it has been open. Use for "who owes us?". It reads what is already synced from the connected sources, and it cannot send a reminder or change an invoice.

list_open_invoices