Add a customer
Add a customer or contact to my customer list, with their name, how to reach them and where they came from
Keeps the customer in your own customer records and returns their record with its id, which record-a-customer-step and see-where-each-customer-is use. Give contact_id to change a customer you already added.
What it asks for
- name (Needed, words): The customer's name
- contact_id (Optional, words): Optional: the id of a customer you already added, to change them
- reach_them_by (Optional, words): Optional: how you reach them, like Email or Instagram
- owner (Optional, words): Optional: who looks after them
- came_from (Optional, words): Optional: where they came from, like a referral or an ad
Use it from your AI
Connect the AI you already use to Trillion once. Then ask in your own words; your AI finds this tool by what it does and runs it.
Say to your AI: “Use Trillion to add a customer or contact to my customer list, with their name, how to reach them and where they came from”
What your AI calls: run_tool {"tool_id":"tool:add-a-customer"}