Salesmate Tools
Salesmate 是一款由 AI 驱动的 CRM 平台，旨在帮助企业跟进潜在客户、更快达成交易、培育客户关系，并通过统一、直观的界面提供无缝支持。
分类
价格与支付
- 价格
- 在 Loadout 中免费。使用个人连接的账号时，服务提供商可能收费。
- 统一支付
- 暂不支持。需要时请连接服务提供商账号。
让 AI 智能体使用 Salesmate Tools
Aident Loadout 让 Claude Code、Codex、Cursor 和其他受支持的智能体调用 Salesmate Tools。可选择 6 个受支持的操作。 可在 Audit 中审核每次执行。 通过 Aident Vault 连接一次 Salesmate Tools。智能体无需获取底层凭证即可使用受支持的操作。
包含的操作
- Salesmate Add ProductTool to add a new product. Use when you need to create a new product in Salesmate before referencing it (e.g., in deals or orders). Example: "Add a product named 'Widget Pro' (SKU WPRO1) priced at 199.99 USD."
- Salesmate Create CompanyTool to create a new company in the Salesmate CRM. Use when you need to register a new organization.
- Salesmate Delete ProductTool to delete a product by ProductId. Use when you need to remove a product from the catalog after confirming the correct ProductId.
- Salesmate Get Active UsersTool to retrieve all active users. Use when you need to fetch only users currently marked active for tasks, assignments, or user management audits.
- Salesmate Get CompanyTool to retrieve details of a specific company by ID. Use when you have a company ID and need its full record. Example: "Get company 42".
- Salesmate List ModulesTool to list all available Salesmate modules. Returns the core CRM modules including Contacts, Companies, Deals, Activities, Products, and Tickets. Use this to discover which modules are available for API operations.
相关使用场景
尚未关联经过验证的相关使用场景。