Record a step with a customer
Write down a step with a customer, such as outreach, a reply, a booked call, a purchase, onboarding, a follow-up or feedback, as a record to keep
Keeps the step in your own customer records, with a new id, its time, a label (a plain default for the kind when none is given), the outcome and each piece of evidence once, and returns it; see-where-each-customer-is reads it back.
What it asks for
- contact_id (Needed, words): The customer's id, as their customer-contact record names it
- product_id (Needed, words): The product the step is about
- step (Needed, one of): What kind of step it was
- label (Optional, words): Optional: the step in a few words
- outcome (Optional, words): Optional: what came of it
- evidence (Optional, list): Optional: references that show it happened (a message id, a file, a payment)
- owners (Optional, list): Optional: who owns the follow-up
- actor_id (Optional, words): Optional: who took the step
- at (Optional, words): Optional: when it happened (ISO time; default now)
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 write down a step with a customer, such as outreach, a reply, a booked call, a purchase, onboarding, a follow-up or feedback, as a record to keep”
What your AI calls: run_tool {"tool_id":"tool:record-a-customer-step"}