sophiie_skill

Overview

This skill lets you manage your Sophiie sales pipeline from within an AI agent interface. It provides commands to list and edit leads, handle inquiries, schedule calls and SMS, maintain FAQs and policies, and inspect organization settings. The skill talks to the Sophiie REST API using a secure API key and returns live JSON results.

How this skill works

The skill issues authenticated HTTPS requests to Sophiie endpoints (leads, inquiries, appointments, calls, sms, faqs, policies, members, and org). List endpoints are paginated and return items plus totalPages; the skill will check pagination and offer to fetch additional pages. It sanitizes inputs, never exposes the SOPHIIE_API_KEY, and surfaces API errors with actionable messages (invalid key, not found, rate limit, server error).

When to use it

• Review your pipeline or browse contacts (leads list).
• Get details, notes, or activity for a specific lead (leads get, leads notes, leads activities).
• Add or update a contact when new prospect information arrives (leads create/update).
• Respond to incoming messages or inspect their source data (inquiries list/get).
• Trigger outbound calls or send SMS to leads (calls send, sms send).
• Update the agent knowledge base or company policies (faqs/policies create, update, delete).

Best practices

• Always confirm IDs and phone numbers before calling, deleting, or sending SMS.
• Use pagination options (page, limit) for large datasets and check totalPages before assuming complete results.
• Fetch members list to obtain userId when sending SMS.
• Confirm destructive actions (delete) with the user before executing; deletes are soft.
• Handle common API errors with clear guidance (check API key for 401, retry after delay for 429).

Example use cases

• "Show my leads" → leads list page 1, limit 50 to review pipeline.
• "Add a new lead from a trade show" → leads create with firstName, suburb, phone, email.
• "Read the transcript for the missed call" → inquiries get <id> to access call transcript or source data.
• "Send a follow-up SMS to lead ld_123" → members list to find userId, then sms send with userId, leadId, and message.