conduyt_ai_insights
Retrieve CRM insights by running saved reports and dashboards, then query pipeline health, SMS status, email performance, and team activity with optional filters.
Instructions
Query AI-powered CRM insights. 11 query types: report_catalog (every saved report and dashboard this key can run), saved_report (run any saved report by name or id: rows, total, metric, chart data, pivot; optionally windowed with filters.period or filters.dateRange, reps and sources, paged with page / perPage), dashboard (run every tile of a dashboard by name or id, its saved filters or the filters passed for this run), pipeline_health (deals per stage, stale deals), sms_drip_status (SMS drip overview by provider/step), sms_responses_untouched (replied contacts with no follow-up), agent_followups (per-agent task performance), email_performance (open/click/reply rates), smart_view_summary (contact counts per saved view), team_activity (per-user activity counts), contact_import_history (recent import batches).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| page | No | saved_report: page number (default 1) | |
| query | Yes | Insight query type | |
| report | No | saved_report: the saved report to run, by id or by exact name (case-insensitive); two of a name is a 409 naming both | |
| filters | No | Optional filters; supply the subset relevant to the query | |
| perPage | No | saved_report: rows per page (default 50, max 500) | |
| dashboard | No | dashboard: the dashboard to run, by id or by exact name |