AI agents for Salesloft

Find people

Lists people (prospects), filtered by email address, first or last name, account, owner, cadence or changed since a time, newest change first.

Get a person

Reads one person by ID: names, emails, phones, title, location, company details, owner, account, stage, tags, custom fields, contact restrictions, counts.

Find accounts

Lists accounts (companies), by exact domain, by a name start (at least 3 characters), by owner, or changed since a time.

List opportunities

Lists opportunities (synced from the CRM or created through the API), filtered by person, account, owner, open or closed, or won.

List notes

Lists the notes on a person or account, newest first.

List tasks

Lists tasks (not cadence steps), filtered by assigned user, person, account, state (scheduled or completed), type (call, email, general) or a due window.

List cadences

Lists cadences (outreach sequences), optionally only those people can be added to, by exact name, or not archived.

List users

Lists the team's users the key can see, optionally matching a name or email.

Create a person

Creates a person with an email address (or a phone and last name), names, title, phones, LinkedIn URL, location, company name, account, owner and tags.

Update a person

Changes a person by ID: names, email, title, phones, LinkedIn URL, location, company name, account, owner, stage or do-not-contact.

Create an account

Creates an account (company) with a name and a domain (unique on the team, like acme.com), and optionally a website, phone, industry, location, description, owner and tags.

Add a note

Adds a note to a person or account, synced to the team's CRM unless skip_crm_sync is set; it can be attached to a call.

Log a call

Records a call made to a person: the number called, duration in seconds, disposition and sentiment (each from the team's own list), and notes synced to the CRM.

Create a task

Creates a task for a person: a subject, type (call, email or general), due date, optional reminder time and description, assigned to a user (the key's user by default).

Add a person to a cadence

Adds a person to a cadence, which starts its steps (emails, calls) for them, on its first step or a given step, for the key's user or another user.