Connect Claude & ChatGPT to Sophiie

27 tools for Sophiie

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

• archive_inquiryVisible to othersArchive or unarchive an inquiry by `inquiry_id`; set `archived` to true or false.
• create_faqChanges dataAdd a new FAQ with a `question` and its `answer`; `is_active` switches it on or off.
• create_leadChanges dataCreate a new lead. Needs `first_name`; optionally last name, email, phone, business name, suburb and social links.
• delete_leadDeletesPermanently delete a lead by `lead_id`. This cannot be undone.
• get_availabilityGet the business's availability (opening hours) as set up in Sophiie.
• get_inquiryGet one inquiry's full details by `inquiry_id`.
• get_leadGet one lead's full details by `lead_id`.
• get_organizationGet the connected Sophiie organization's details. Use to confirm which business you are working in.
• get_productGet one product's details by `product_id`.
• get_serviceGet one service's details, including duration, pricing and follow-up questions, by `service_id`.
• list_appointmentsList booked appointments, optionally only for one `lead_id`. Paginated.
• list_faqsList the FAQs Sophiie uses to answer customers. Paginated.
• list_inquiriesList inquiries that came in through Sophiie, optionally filtered by `lead_id`, `source` or `archived`. Paginated.
• list_lead_activitiesList a lead's activity history (calls, messages and other events) by `lead_id`.
• list_lead_notesList the notes saved on a lead by `lead_id`.
• list_leadsList leads, newest or oldest first with `sort_by` and `order`, optionally only those created or updated since a date (`created_since`, `updated_since`). Paginated with `page` and `limit`.
• list_membersList the team members in the organization, with their IDs.
• list_policiesList the business policies (for example cancellations or warranties) Sophiie shares with customers. Paginated.
• list_productsList the products the business sells, as Sophiie describes them to callers.
• list_scenariosList the call scenarios that tell Sophiie how to handle specific situations. Paginated.
• list_servicesList the services the business offers, as Sophiie describes them to callers.
• send_smsVisible to othersSend a real SMS to a lead. Needs `lead_id` and `user_id` (the team member sending it, see list_members) plus the `message` text; optionally media URLs.
• start_callChanges dataHave Sophiie's AI agent place a real outbound phone call to `phone_number`, addressing the person by `name`. Optional `custom_instructions` tell the agent what the call is about.
• update_faqChanges dataChange an FAQ's question, answer or active status by `faq_id`.
• update_leadChanges dataUpdate a lead's name, email, phone, business name, suburb or social links by `lead_id`.
• update_policyChanges dataUpdate a policy's title, content or active status by `policy_id`.
• update_serviceChanges dataUpdate a service by `service_id`: name, description, duration, pricing, response or follow-up questions. Only the fields you pass change.

Questions