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AI connector use case · Automations

Get a phone alert when a customer asks for a person

Ask the AI to set up InboxCRM's Call a person alerts, so words like "urgent" or "call me" alert you or a teammate, then send a test.

  • Changes on
  • Preview first
ALERT WHEN THEY NEED YOU: Pick the words to watch; Choose who gets the alert; Test it once

The prompt

Copy this into Claude, ChatGPT or Gemini

Set up Call a person: when a customer writes "urgent", "call me" or "complaint", alert my number 0771234567. Then send a test alert.

Change the names, times and amounts to your own.
  • Changes on: Switch on “Let Claude change my InboxCRM (create, edit, delete)” on the same tab.
  • Preview first: the AI shows you what would happen and changes nothing until you say yes.

Step by step

How to do it

What you get: Urgent customers reach a person fast, even when you are away from the desk.

  1. 1Switch on changes in InboxCRM.
  2. 2Paste the prompt with your words and number.
  3. 3Check the preview of the numbers, routes and words, then say yes.
  4. 4Check that the test alert reached you.

Tips

  • Use words customers actually write, in your languages.
  • Route complaints to whoever handles them.

Watch out

Changes to numbers, routes or words always show a preview first.

Connector tools used:call_a_person

Not connected yet?

Add one address to your AI app, sign in with your InboxCRM account and choose what it may read and change.

Set up the AI connector

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