conduyt_ai_plan_actions
Converts natural-language CRM requests into a preview of resolved actions—tasks, notes, callbacks, stage moves, and message drafts—without writing data; returns a confirmation token to apply them.
Instructions
Copilot actions — PLAN. Turn a natural-language request ('call Luis back tomorrow at 10', 'note on Ana: prefers texts', 'move the Roof deal to Proposal sent', 'draft a text to Ana about the quote') into a preview of concrete CRM actions resolved against records the caller can see (tasks, callbacks, notes, appointments, existing tags, deal stage moves, SMS/email DRAFTS). Nothing is written by this call. Returns the resolved actions (ready or with an issue such as an ambiguous name) and a single-use confirmationToken bound to that exact set; pass the actions array back UNMODIFIED with the token to conduyt_ai_execute_actions to apply. Drafts are never sent by the system.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| dealId | No | Deal UUID the request refers to when it says 'this deal' | |
| message | Yes | What the rep wants done, in plain language | |
| contactId | No | Contact UUID the request refers to when it says 'this contact' (must be visible to the caller) |