Keep prospects in the CRM
Keep prospects in the CRM: each one's company, and a lead contact with their email, title and phone, tagged prospect.
Free
This tool costs nothing to call.
An example
Keep Restaurant Koch and the Elbblick hotel kitchen in our customer list.
Your agent callsprospects_saveFree
The example business is Hansen & Voss, a restaurant-equipment wholesaler in Hamburg with 60 staff. The reply is the one the tool really gives.
{
"search_id": "7c2e4f1a-5b3d-4e8f-9a61-2d0c8b7e5f34",
"prospect_ids": [
4812,
4813
]
}Use it when
When the person picks the prospects they want to follow up.
- For people who came from somewhere else, use
crm_save_contacts.
What it does
Add prospects the person keeps to the CRM: each one's company, and a contact (lead) with the person's name, title, work email and phone, tagged prospect, with why they fit in its notes. Leave prospect_ids out to keep all a search found. Prospects kept before are left as they are.
What comes back
saved (how many were added now) and prospects: each prospect_id with its company_id, contact_id and already_saved. Every reply also carries cost_usd and balance_usd.
Inputs
| Name | Type | What it is |
|---|---|---|
search_idRequired | string | The call_id prospects_find answered with. Exactly 36 characters. |
prospect_ids | array of integers | 1 to 100 items. |
The call
Over MCP, call prospects_save on https://api.conecto.chat/mcp/prospects. Over REST:
curl -X POST https://api.conecto.chat/v1/tools/prospects_save \
-H "Authorization: Bearer $CONECTO_KEY" \
-H "Content-Type: application/json" \
-d '{"search_id":"7c2e4f1a-5b3d-4e8f-9a61-2d0c8b7e5f34","prospect_ids":[4812,4813]}'More Prospects tools
All 7 tools- Prepare a prospect search
prospects_prepareThe interview before a prospect search: up to three questions about the market and the kind of customer, or a ready brief with its price.Free* - Find prospects
prospects_findStart a prospect search from a ready brief: the businesses that fit and the people to reach there, with their work email checked.$0.05 per prospect found with a working email - Get a prospect search
prospects_getA prospect search by id: its status, progress, its question when it asks one, and the prospects found with their contact details.Free* - Answer a prospect search
prospects_answerAnswer a prospect search that stopped finding new prospects and asks whether to widen it, so it carries on.Free - Stop a prospect search
prospects_stopStop a prospect search; it ends with the prospects it found, and only those with a working email are charged.Free - List prospect searches
prospects_listThe business's prospect searches, newest first, with their status and how many each found.Free*
Give this to your agent.
Set up Conecto from https://conecto.chat/SKILL.md