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lookup_products

Find product IDs in Kylas CRM by name to filter leads accurately. Use when you know the product name but need the ID for lead searches.

Instructions

Look up products by name. Use this BEFORE filtering leads by product when the user gives a product name.

  • If one product is found, use that product's ID in search_leads (e.g. {"field": "products", "operator": "equal", "value": }).

  • If multiple products are found, ask the user which product they mean (list the options), then use the chosen product's ID in search_leads. query: Search string. Use "name:<product_name>" (e.g. "name:Widget") or just the product name (e.g. "Widget"); the server will send name:value to the API. page: 0-based page (default 0). size: Max 50 (default 50).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
queryYes
pageNo
sizeNo

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