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AI connector use case · Catch up

Get a quick recap of a customer before you call them

Before a call, ask the AI to read the chat, the contact's notes and their orders, and tell you in a few lines what was agreed and what is still open.

  • Reading on
RECAP BEFORE YOU CALL: Read the last messages; Pull notes and orders; Know what was promised

The prompt

Copy this into Claude, ChatGPT or Gemini

I'm about to call Dilan (0771234567). Read our recent WhatsApp chat, his notes and his orders, and tell me in five lines what we agreed, what he's waiting for, and anything I promised.

Change the names, times and amounts to your own.
  • Reading on: Switch on “Let Claude read my chats and orders” on the Claude tab of InboxCRM’s HTTP API window.

Step by step

How to do it

What you get: A five-line brief, so you never ask a customer to repeat themselves.

  1. 1Switch on reading in InboxCRM.
  2. 2Paste the prompt with the customer's name or number.
  3. 3The AI finds the contact, reads the last messages, the notes and recent orders.
  4. 4Read the recap before you dial.
  5. 5After the call, ask the AI to add a note with what you agreed.

Tips

  • Use the phone number when two contacts share a name.
  • Ask "what did he object to?" for sales calls.

Watch out

The recap is only as good as what is in the chat and your notes.

Connector tools used:find_contactsread_chatlist_ordersnotes

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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