Read Capabilities
Write Capabilities
Communication Capabilities
Workflow Capabilities
Every capability invocation produces a receipt with timestamp, actor, input, output, and source-system sync status.
Documentation Index
Fetch the complete documentation index at: /llms.txt
Use this file to discover all available pages before exploring further.
The governed capabilities available in the Sales domain, including read, write, communication, and workflow actions with authorization scopes and examples.
| Capability | Example | Scope |
|---|---|---|
crm.opportunity.read | View deal amount, stage, close date | Owned or shared opportunities |
crm.account.read | View account firmographics and tier | Accounts in assigned territory |
engagement.activity.read | View calls, emails, and meetings | Activities on owned records |
conversation.transcript.read | View Gong call highlights | Calls where user is participant |
| Capability | Example | Guardrail |
|---|---|---|
crm.opportunity.stage_update | Advance from Proposal to Negotiation | Required fields must be populated |
crm.opportunity.amount_update | Increase deal amount | Manager approval if above threshold |
crm.quote.create | Generate a new quote | Product catalog and discount rules |
crm.lead.convert | Convert lead to contact and opportunity | Lead score and status rules |
| Capability | Example | Scope |
|---|---|---|
email.draft_send | Draft and send deal follow-up | Contacts on owned opportunities |
slack.notify_manager | Alert manager to deal risk | Direct message to reporting line |
calendar.meeting.schedule | Book discovery or demo call | Free/busy integration required |
| Capability | Example | Trigger |
|---|---|---|
workflow.forecast_submit | Submit commit for period | Forecast window open |
workflow.handoff_to_cs | Transfer closed-won to success | Stage equals Closed Won |
workflow.loss_review_initiate | Start post-mortem workflow | Stage equals Closed Lost |