softsync-lab/softsync
Work with your SoftSync CRM from any AI assistant: find and update companies, contacts and deals, read emails and meeting summaries, check your calendar and book meetings, write notes, set reminders, manage forms and email templates, and run your automations.
See which outside apps and accounts are connected, whether each one works yet, who may use it, and run actions in them such as looking up an invoice. Use when something "is not connected", a connection waits for approval, or the user wants to share or disconnect one.
Design PDF templates such as invoices, quotes and contracts, try them on a record, and make the finished PDF. Use when the user wants a new document layout, to change one, or a PDF for a record.
Write email templates and send them to one contact or a list, and follow or cancel the send. Use when the user wants to write, fix or send a reusable email, or check how a send is going.
Look up facts about a company or person from a website, work email, LinkedIn profile or organisation number, and save them. Use when a record is missing details such as industry, size, title or contact info.
Create and manage public forms that save every answer as a record, and share their links. Use when the user wants a sign-up, contact or event form, or to open, close or change one.
Organise records into groups, share them with people, set up table, board and calendar views, and keep report dashboards. Use when the user wants a list of records, to share records with teammates, a saved way to look at them, or a chart saved for the team.
Find calendar events, and manage booking pages: free times, bookings, booking a meeting for someone, rescheduling and cancelling. Use when the user asks when they meet someone, or wants to book, move or cancel a meeting.
Read emails, notes and saved meeting summaries linked to records, search them by content, answer from the workspace's own help articles, and send a text. Use when the user asks what was said, agreed or sent — "what did Acme reply?", "summarise our last call" — asks a how-to or policy question, or wants to text someone.
Write, edit, share and delete notes on records, such as a summary after a call. Use when the user wants to write something down on a company, person or deal.
Set up small sites where customers, members or partners sign in to see and update their own records, fill a form or book a meeting. Use when the user wants a customer portal, or to change, switch off or renew the link of one.
Find, create, update, merge, delete and restore records such as companies, contacts, deals and tasks, and chart them. Use when the user names a company, person or deal, wants to add or change one, clean up duplicates, or count and chart their data.
Set one-time or repeating reminders, optionally linked to a record. Use when the user says "remind me…" or wants a follow-up on a date — "remind me to follow up with Acme on Friday".
Work a shared team mailbox such as support@: see which customer emails are waiting, who has which, hand them out, and mark them done. Use when the user asks "what is unassigned in support?", "give the Acme email to Anna" or "close the ones I answered".
Read the workspace structure — tables, fields, choices and groups — and add or change tables. Use before any other SoftSync task to learn what the workspace holds, or when the user wants a new table or field.
Build a new automation and save it as a draft the user can review. Use when the user wants an automation set up, for example "when a deal moves to a stage, create these tasks".
Run the workspace automations — manual workflows and published ones — and check their results. Use when the user wants to start one of their automations or asks whether one finished.
Run the workspace itself: who is in it and what they may do, its name, country and currency, and ready-made add-ons such as a service desk. Use when the user wants to invite or remove a teammate, change a role, or install an add-on.