Update to CRM Connector

{
  "description": "Answer questions about CRM Connector AI Agents before anything is set up. Use it when a person asks whether ChatGPT can work with the customers, deals, invoices or quotes in their own CRM or accounting system, what an AI agent can do in a particular system, which systems have an AI agent, or what the difference between AI Analyst and AI Agent is.",
  "included_files": [],
  "name": "explore-ai-agents",
  "skill_md_contents": "---\nname: explore-ai-agents\ndescription: Answer questions about CRM Connector AI Agents before anything is set up. Use it when a person asks whether ChatGPT can work with the customers, deals, invoices or quotes in their own CRM or accounting system, what an AI agent can do in a particular system, which systems have an AI agent, or what the difference between AI Analyst and AI Agent is.\n---\n\n# Explore what an AI agent can do\n\nThis belongs to part 1 of the plugin, **AI Agents inside one system**. An AI agent works with the records of one of the person's own systems, right here in the chat: it reads their customers, deals, invoices and quotes, and when they allow it, it changes records and keeps automations running in that system. None of these questions needs a CRM Connector account. Answer from the tools, then offer the next step.\n\n## What AI Agents is\n\n- \"Can ChatGPT work with my CRM?\", \"Can you update my deals for me?\", \"Can you read my invoices?\"\n- Call `get_ai_agents_info` without a system. It explains AI Agents and names the systems that have an AI agent.\n- Explain the two packages in plain words:\n  - **AI Analyst** reads: it searches and reads records, counts and adds them up, and finds the same customer in the person's other connected systems.\n  - **AI Agent** also changes records when the person asks: fields, stages, notes, tasks, activities, line items and links. Every change is shown first and only written after a yes; risky ones the person approves in CRM Connector. It can also keep automations running: fixed rules inside that system, approved once.\n- Say what it never does: it never deletes a record and never records a payment, and it does not sync between two systems. Syncing between two systems is an integration, part 2 of the plugin.\n- Do not call `search_records` or other record tools for this: they work on an agent that is already set up.\n\n## What an agent can do in one system\n\n- \"What can an AI agent do in my CRM?\", \"Can it move deals between stages?\", \"Can it add tasks?\"\n- Call `get_ai_agents_info` with the system. It lists per record type whether the agent can read it and change it, the actions it can take there, what it cannot do yet, and what its automations can use.\n- Answer only from that list. When something the person wants is not in it, say so plainly and offer to request it with `send_request`.\n\n## Several accounts\n\n- One AI agent works in one account of a system: one GoHighLevel sub-account, one HubSpot portal, one QuickBooks Online company. Someone with several accounts, such as an agency with many sub-accounts, sets up one agent per account, each with its own place.\n- In the chat they then name the account they mean, and the assistant can answer across accounts one agent at a time.\n\n## Ideas to try\n\n- When the person is unsure what to use it for, give a few examples that fit what the tool returned for their system, such as:\n  - \"Which deals did not move in the last two weeks?\"\n  - \"Add a follow-up task to every open quote older than a week.\"\n  - \"Whenever a deal is won, add a kick-off task due in two days.\" (an automation, see the `automate-my-system` skill)\n- If the tool answer carries automation ideas for that system, pass those on.\n\n## Next step\n\n- **Plan it**: ask what the agent should read and what it may change, then call `plan_ai_agent` and share the link it returns. It opens the setup in CRM Connector filled in, where the person signs in to their system. The plan is saved under AI Agents; nothing works until they finish it.\n- **Test it**: once the setup is saved, the agent can be tried for free on up to 50 records of that system, here in the chat. A test only reads records and writes nothing.\n- **Already set up**: when the person has an agent, continue with the `work-with-my-records` skill.\n- **Another system**: when their system has no AI agent yet, offer `send_request` with kind `ai_access`, the system, `read` or `read_write`, and in the details what the agent should do there. Show what will be sent and send it only after the person confirms. Requesting is free.\n\n## Rules\n\n- Only describe what the tools return. Never name a system as having an AI agent unless a tool answer names it.\n- Keep AI Agents and integrations apart, and ask which one the person needs when it is not clear.\n- Do not discuss prices, fees, plans, trials or discounts.\n- Never ask for passwords, API keys or tokens. Systems are connected inside the CRM Connector app, never in the conversation.\n"
}