See where each customer is
See where each customer is: their latest step, every step so far, and how many customers each product has against its target
Reads your own customer records (the customers you added, the targets you set and the steps you recorded), or records you send: customer-contact ({contactId, displayName}), customer-product-target ({targetId, productId, productLabel, targetCount}) and customer-step ({stepId, contactId, productId, stepKind, label, createdAt}) rows, in records or as a JSON file from your files. Returns each customer with their steps newest first and latest step (most recently active first), each product's customers, target, how many remain and percent, and the customer you name in contact_id (or the most recent).
What it asks for
- records (Optional, list): The customer records, bare or as {payload}; leave out both this and records_file to use your own customer records
- records_file (Optional, file): A JSON file in your files (1f: then 64 hex, as find_file or list_files returns it) holding the records as a list, or as {"records": [...]}; send this or records
- contact_id (Optional, words): Optional: the customer to single out
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 see where each customer is: their latest step, every step so far, and how many customers each product has against its target”
What your AI calls: run_tool {"tool_id":"tool:see-where-each-customer-is"}