Common Room

Writes a new contact, organization, activity, note or tag to Common Room; use commonroom_create_segment for a segment. Contacts and organizations are upserts, so this both creates and merges into an existing record; use commonroom_update_object instead when editing a record you have already identified. Look up the IDs and existing values it needs with commonroom_list_objects, and the writable fields for each type with commonroom_get_catalog. By type: "Contact" and "Organization" upsert, so a match on the identifiers given updates the existing record instead of adding one. "Tag" returns the existing tag when one of that name already covers the requested entity type, so retrying is safe. "Activity" and "Note" always add a new record. Accepted "activityType" values: UserInputAcceptedMeetingAdded, UserInputActivityFeatureIdeaAdded, UserInputAnsweredCallAdded, UserInputAnsweredFormSurveyAdded, UserInputAppliedChampionProgramAdded, UserInputArticleAdded, UserInputAttendedDemoAdded, UserInputAttendedGatheringAdded, UserInputAttendedMeetingAdded, UserInputAttendedProductDiscoveryCallAdded, UserInputAttendedRoadmapCallAdded, UserInputAttendedWebinarAdded, UserInputBookedMeetingAdded, UserInputCalledInAdded, UserInputCommentedRepliedAdded, UserInputCommentedTicketAdded, UserInputCompletedOnboardingAdded, UserInputCompletedTrainingAdded, UserInputCompletedTransactionAdded, UserInputCreatedAnAccountAdded, UserInputCreatedTicketAdded, UserInputCreatedTrainingMaterialAdded, UserInputDealClosedAdded, UserInputDealCreatedAdded, UserInputDeclinedRewardAdded, UserInputEligibleRewardAdded, UserInputEnrolledInChampionProgramAdded, UserInputEnrolledInTrainingAdded, UserInputGraduatedFromChampionProgramAdded, UserInputHostedGatheringAdded, UserInputHostedMeetingAdded, UserInputHostedWebinarAdded, UserInputIdentifiedPowerUserAdded, ApiUserImported, UserInputJoined, UserInputJoinedAdvisoryBoardAdded, UserInputJoinedGroupAdded, UserInputLikedReactedAdded, UserInputLinkAdded, UserInputLoggedInAdded, UserInputMadeCommitAdded, UserInputMadeMergeRequestAdded, UserInputMadePostTopicAdded, UserInputMadeReferralAdded, UserInputMergeRequestMerged, UserInputOtherAdded, UserInputParticipatedEarlyAccessProgramAdded, UserInputPresentedAtGatheringAdded, UserInputPresentedAtWebinarAdded, UserInputProvidedCaseStudyAdded, UserInputProvidedProductFeedbackAdded, UserInputReceivedAMessageAdded, UserInputReceivedCallNoAnswerAdded, UserInputReceivedEmailAdded, UserInputReceivedFormSurveyAdded, UserInputReceivedGiftAdded, UserInputReceivedLiMessageAdded, UserInputReceivedSmsAdded, UserInputReceivedTagBadgeAdded, UserInputReceivedWhatsappAdded, UserInputRedeemedRewardAdded, UserInputRegisteredForGatheringAdded, UserInputRegisteredForWebinarAdded, UserInputRegisteredSpeakerForGatheringAdded, UserInputRequestedDemoAdded, UserInputRequestedEarlyAccessProgramAdded, UserInputSentAMessageAdded, UserInputSentEmailAdded, UserInputSentGiftAdded, UserInputSentLiMessageAdded, UserInputSentSmsAdded, UserInputSentWhatsappAdded, UserInputSignedUpForProductAdded, UserInputSignedUpForTrialAdded, UserInputStartedGroupChatAdded, UserInputStartedSession, UserInputStartedTrainingAdded, UserInputStickerOrderAdded, UserInputStickerReceivedAdded, UserInputStickerRequestAdded, UserInputSubmittedFeatureRequestAdded, UserInputSubmittedFormAdded, UserInputSubmittedIdeaAdded, UserInputSubscribedNewsletterAdded, UserInputSwagOrderAdded, UserInputSwagReceivedAdded, UserInputSwagRequestAdded, UserInputTaggedInMediaAdded, UserInputUpdatedTicketAdded, UserInputUploadedPhotoAdded, UserInputUploadedVideoAdded, UserInputViewedPageAdded.

commonroom_create_object

Creates a segment: a named set of contacts, organizations or custom-object records, with optional membership criteria, the personas that work it, and how its records are assigned to each viewer. Look up filterable fields and object IDs with commonroom_get_catalog first, and the IDs of custom fields and personas with commonroom_list_objects. A segment shared with personas must also set assignment; when the user has not said how its records are assigned, ask them, offering the workspace's owner fields as options. Use commonroom_update_object to rename an existing segment or add records to it.

commonroom_create_segment

Reports which object types this workspace exposes and, for each, the fields it can be filtered by, the properties it can return, the fields it can be sorted by, and the other objects it is associated with. Call it before commonroom_list_objects, commonroom_create_object or commonroom_update_object: field names vary by workspace, so building a filter or a write from guessed names fails.

commonroom_get_catalog

Reads Common Room records — contacts, organizations, activities, segments and custom objects — as a filtered, sorted, paginated list, or fetches one record by ID. Call commonroom_get_catalog first: it reports which object types exist and which fields each one can be filtered, sorted and returned by. Also use this tool to look up the values other filters expect, such as role names, Bombora topics and location IDs. Use commonroom_create_object or commonroom_update_object to write records; this tool only reads.

commonroom_list_objects

Records the user's verdict on results returned by a previous Common Room query. Call it after presenting data, when the user says the results were helpful, says they were wrong or incomplete, or comments on the data quality. It stores feedback only — it neither re-runs the query nor changes any record.

commonroom_submit_feedback

Edits an existing contact, organization, custom-object record or segment, identified by its ID. Every change is a partial update: omitted fields keep their current values and tag changes apply only to the tags listed. When the same segment, tag or custom-field change applies to many records, update them all in one call instead of one call per record. Use commonroom_create_object when the record may not exist yet, since that upserts contacts and organizations; use commonroom_list_objects to find the ID to pass here and commonroom_get_catalog for which fields are mutable.

commonroom_update_object