Deskhand

Attach a note to a contact (by id or email) or to a deal. Requires the write_crm scope.

Never email this address or domain again, in any campaign. Open enrollments of matching contacts stop. Removing an entry needs the operator. Requires the manage_campaigns scope.

Counts per campaign, per step and per variant: enrolled, active, completed, stopped (by reason), sent, sent_dry (dry-run records, nothing delivered), skipped (by reason), replied, bounced, unsubscribed, meetings, deals_created. Rates say which count they divide by.

Create a campaign: an ordered sequence of email, wait and task steps run per contact, with follow-ups, stop rules (reply, bounce, unsubscribe and deal stage change stop a contact's sequence), a send window, caps and A/B variants. Pass steps inline, and optionally `enroll` to select contacts in the same call. It starts as a draft; call simulate_campaign, then launch_campaign. Delivery is a dry run (nothing leaves the system) until the operator switches sending on. Requires the manage_campaigns scope.

Open a deal, optionally linked to a contact (by id or email) and a company. Stages: lead, contacted, qualified, proposal, won, lost. The deal takes its contact's company unless company_id is given. Unknown arguments are rejected with unknown_field. Requires the write_crm scope.

Create a follow-up task or reminder with an optional due date, on a contact or a deal. Requires the manage_tasks scope.

Draft one email to a contact. Drafts are auto-approved by default (the operator can switch approval on for the workspace or for you; then the draft waits in their Approvals inbox). Approved mail that cannot be sent to the recipient yet waits in the operator's To send list and the response says so. Refuses with contact_suppressed when the contact replied, unsubscribed or bounced. One recipient per message, plain text, no attachments. Accepts only contact_id (or to), subject, body and an optional note (your one-line reason for writing it, up to 500 characters, shown to the operator on the approval card): any other argument is rejected with unknown_field. The response carries warnings (codes: open_draft_exists when another unsent draft to the same contact exists, emailed_N_days_ago when mail went out in the last 3 days, contact_status_<status>) and prior_emails; check them before drafting a second message to the same person. Requires the draft_email scope.

Enroll contacts by ids, tag, source/list, status, text or custom fields. Suppressed, replied, unsubscribed, bounced, address-less and blocked-domain contacts are skipped with a reason, and a contact in another running campaign is skipped (or moved with on_conflict=move). dry_run=true returns who would be enrolled and who skipped. Requires the manage_campaigns scope.

One campaign with its steps, status, delivery mode (dry run or live) and counters.

For a campaign that sends through your own sender (relay identity): the operator-approved messages you may send now, each with its exact text, recipient, step and evidence link, plus batch_id and batch_hash. Send the text byte for byte, then call report_send for every message. 409 batch_not_approved until the operator signs the batch; 409 batch_changed if anything changed after sign-off. Requires the manage_campaigns scope.

What the operator allows this agent: the workspace approval setting and, in plain words, what happens to your CRM writes and email drafts (apply or auto-approve at once, or wait for approval), this agent's mode (direct or propose), daily send caps and how many were used today, blocked domains, and the contact statuses that are never mailed. Read it before planning a batch of drafts.

Sent mail and replies for one contact in time order. Requires the read_crm scope.

Start a draft campaign. Refused with launch_blockers (postal address, sender name, an email step, enrolled contacts, a verified identity) until they are fixed. With approval on, it returns 202 and waits for the operator to approve the launch once. Requires the manage_campaigns scope.

Campaigns in this workspace with status, delivery mode and enrolled/sent/replied counters. Archived ones are hidden unless status=archived.

What is due now: overdue and due-today tasks first, then the next 7 days. Tasks on contacts who replied, unsubscribed or bounced are flagged follow_up_blocked: do not chase those. Requires manage_tasks or read_crm.

Status of this agent's emails: pending_approval (only when approval is on), approved (with a note when it waits in the manual To send hand-off), rejected (with reject_reason to learn from), sent, failed, cancelled. Each email carries warnings (open_draft_exists, emailed_N_days_ago) and prior_emails. Filter by status (comma separated), run_id or contact_id.

Replies captured from contacts, newest first. Requires the read_crm scope.

The identities a campaign can send through: the built-in dry_run identity and any the operator connected (their keys are never shown), with their delivery state.

Addresses and domains that are never emailed.

Record that a contact replied (optionally with the reply text). Sets the contact to replied, cancels their pending drafts and open follow-up tasks, and stops further drafts to them. Requires the write_crm scope.

Set a deal's stage (lead, contacted, qualified, proposal, won, lost). Requires the write_crm scope.

Freeze a running campaign. Nothing is lost: resuming shifts every pending step by the length of the pause. Requires the manage_campaigns scope.

Report one outbox message: sent (final: the person moves to the next step; reporting sent twice is fine, a different second report is 409 already_reported), refused_cap, refused_unsigned or failed_transient (the message stays in To send and gives its cap unit back), refused_suppressed (the person is suppressed and leaves the campaign). A later bounce is not a report: use add_suppression with reason bounced. Requires the manage_campaigns scope.

Resume a paused campaign. Requires the manage_campaigns scope.

Find contacts by text (name, email, title), status, source, company or a custom field. Returns up to `limit` contacts and a next_cursor. Requires the read_crm scope.

What would go out over the next N days: per contact and step, the send time (UTC and local), the fully rendered subject and body, and the status (will_send, skipped_missing_variable, skipped_condition, blocked_by_cap, task_created), plus problems and launch_blockers. Nothing is written or sent. It uses the same planner as the real scheduler, so this is what the scheduler will do.

Stop a single enrollment (reason manual). Requires the manage_campaigns scope.

Change a campaign's settings and/or replace its ordered steps. Editing the steps of a running campaign needs the operator's approval when approval is on. Requires the manage_campaigns scope.

Change fields of an existing contact, found by id or email. Custom `fields` are merged with the existing ones. Requires the write_crm scope.

Create a contact, or update the one that already has this email (matched case-insensitively). Custom `fields` and `tags` are merged into what is stored. A company is created or reused from company_domain or company_name. Requires the write_crm scope.