Backstory

Retrieves recent company news and events for PUBLICLY TRADED companies only. IMPORTANT: Only use this tool if you are certain the account is a publicly listed company. Most CRM accounts are private and will not have any news or filings available. This tool monitors public filings (e.g., 8-K, earnings calls) and news across: - Mergers and Acquisitions - Organizational Changes and Layoffs - Vision and Strategy - Financial Performance - Executive Hires and Departures - Other significant corporate events Use this to stay informed about developments that may create sales opportunities or risks. Use this only when the user asks specifically about news or filings. Do NOT use for general account questions. Args: peopleai_account_id (int): People.ai account ID for a publicly traded company. Returns: list[dict]: Categorized recent news and public filings. Returns an empty list if the company is private or not publicly traded.

Consults the SalesAI assistant about a specific account using full account intelligence. SalesAI has access to CRM data, the last 30 days of communications, account scorecards, stakeholder information, and public company filings. Use this tool when you need expert sales insights or detailed account analysis. Use this only when the user explicitly asks for detailed analysis or expert insights about the account. Do NOT use for general account questions. Args: question (str): The user’s sales or account question. Pass it exactly as received. peopleai_account_id (int): The internal People.ai account ID for context. Returns: dict: SalesAI's response with expert analysis based on comprehensive account data.

Consults the SalesAI assistant about a specific opportunity using comprehensive opportunity and account intelligence. SalesAI has access to CRM data, the last 30 days of communication history, opportunity and account scorecards, stakeholder information, and public company filings. Use this tool when you need expert insights or detailed opportunity analysis. Use this tool only if the user explicitly asks for detailed or expert analysis beyond the account overview. Do NOT use for general opportunity questions. Args: question (str): The user’s sales or opportunity question. Pass it exactly as received. peopleai_opportunity_id (int): The internal People.ai opportunity ID for context. Returns: dict: SalesAI's response with expert analysis based on comprehensive opportunity data.

Finds account information by searching for the account name in the CRM system. This tool returns essential details including the People.ai account ID, which is required for all other account-specific tools (activities, summaries, news, status, etc.). Use the returned peopleai_account_id to call downstream tools. Args: account_name (str): Name of the account to find (e.g., "Red Hat", "Microsoft"). Returns: dict: Account details including People.ai account ID, domain, name, and opportunities. Before using any opportunity-specific tools, you MUST show the list of opportunities to the user and let them choose one or more.

Looks up an account or opportunity using a CRM ID (e.g., Salesforce ID). This tool returns the internal People.ai IDs needed for all other tools, such as: - peopleai_account_id - peopleai_opportunity_id (if applicable) Always call this tool first when the user provides a CRM ID.

Provides a strategic overview of the account with AI-analyzed risks, next steps, and key discussion topics. This tool analyzes the last 30 days of communication data and categorizes insights into: - Risks: Potential issues or concerns detected in conversations - Next Steps: Agreed-upon actions and commitments - Topics: Key themes and subjects being discussed This is the default tool for general questions about an account. Use this tool unless the user explicitly asks for recent activity, detailed analysis, or company news. Args: peopleai_account_id (int): People.ai account ID to get the strategic summary for. Returns: text: Organized summary showing risks, next steps, and trending topics from recent communications.

Retrieves a reference list of people who have been engaged in communications over the last 30 days, split into external contacts and internal team members. For each person, the response includes their title, key attributes, and engagement statistics (e.g., number of emails, meetings). Only people who appeared in a matched activity (email or meeting) are included. Use this when the user asks about stakeholders, contacts, who has been involved, or engagement levels for an account or opportunity. Do NOT use for general account or opportunity questions.

Provides a strategic overview of the opportunity with AI-analyzed risks, next steps, and key topics. This tool analyzes the last 30 days of communication data and categorizes insights into: - Risks: Potential issues or concerns identified in conversations - Next Steps: Agreed-upon actions and commitments with the customer - Topics: Key themes and subjects being discussed This is the default tool for general questions about an opportunity. Use this tool unless the user explicitly asks for recent activity, detailed analysis, or company news. Args: peopleai_opportunity_id (int): People.ai opportunity ID to get the strategic summary for. Returns: text: Organized summary showing current risks, committed next steps, and trending discussion topics from recent communications.

Retrieves the last 30 days of communication activity between your team and the account. This includes summarized emails and meeting transcripts with key facts extracted and classified by importance (strategic, tactical, high-risk). Noise and small talk are filtered out to highlight revenue-relevant discussions and potential risks. Use this only when the user asks specifically about recent activity or communications. Do NOT use for general account questions. Args: peopleai_account_id (int): People.ai account ID to retrieve communication history for. Returns: text: A formatted summary of recent activity with extracted facts, risk indicators, and strategic insights from the last 30 days.

Retrieves the last 30 days of communication activity between your team and the opportunity. Use this tool when asking for details about an opportunity. It provides a summarized version of the communication data that is also used by the opportunity_status tool. The summary includes key facts extracted from emails and meeting transcripts, classified by importance (strategic, tactical, high-risk). Noise and small talk are filtered out to highlight revenue-relevant discussions and potential risks. Use this only when the user asks specifically about recent activity or communications. Do NOT use for general opportunity questions. Args: peopleai_opportunity_id (int): People.ai opportunity ID to retrieve communication history for. Returns: text: Formatted summary of recent email and meeting activity with extracted facts, risk indicators, and strategic insights from the last 30 days.