Conecto Help desk

Erases one person across every area when they ask (GDPR Art. 17), once you know it is them (they wrote from that address, or confirmed it). Their CRM contact, chat visitor, past meetings and calls are anonymised, so deals stay without them, and a meeting they were only a guest at drops them; their chats, CRM history, form and routing form answers, job applications with the CV, newsletter subscriptions and events are deleted, and the call log's contents that name them are cleared. Kept, each with its reason in the result: accounting records, employment records, signed documents, the audit log, the account's own settings, upcoming meetings, and emails and tickets (outreach emails and replies too) unless correspondence is true. Their address goes on the suppression lists, so it is never mailed again: outreach campaigns stop for them at once. Can't be undone; the owner is emailed. A key of a team other than the company-wide one gets owner_required: pass the request to the owner. Free. Free.

Refund a top-up paid in the last 24 hours that none of has been used yet: its credit, with the first top-up's bonus, leaves the balance, and the card gets the credit back with its tax. The service fee is kept. Without topup_id, the newest top-up (GET /v1/topups lists them with their ids). Free. Free.

Delete a saved reply by name. Costs $0.001 per call; nothing if it fails.

Send an event you name, custom.<name> (custom.lead_qualified, custom.order_shipped), to every channel subscribed to it (notify_subscribe with "custom.*" or its name: Slack, Teams, a webhook to Zapier, Make, n8n or the business's own systems) and to account_events, where another team's bot can pick it up. data is any JSON object (up to 10 KB); sent_by is added with this bot's name and team. $0.005 for each channel it goes to; free when no channel is subscribed. Costs $0.005 per channel it goes to; nothing if none are found.

Merge a duplicate ticket (number) into another (into): its messages, notes, email threads, tags and fields move over, so mail in the duplicate's thread lands on `into` from now on, and `into` reopens if the duplicate was still open. The duplicate is resolved and points at `into`. Replies on `into` go to its own requester only. Costs $0.01 per call; nothing if it fails.

Email the requester a reply (internal=false) or add a private note only the team sees (internal=true). A reply goes out from the ticket's support inbox in the same email thread, so the customer's answer comes back to this ticket (inbox picks another support inbox); without one it is Conecto's standard ticket email. template sends a saved reply and applies its status and tags; body, if also given, goes above it. attachments: files of the file store, sent with a reply from a support inbox. status sets the status afterwards (pending = waiting on the customer, resolved = done); without it a reply reopens a resolved ticket. Costs $0.05 per call; nothing if it fails.

Make a tool wait for a person: every call of it, those whose argument is over a number (like invoices_create_credit_note when amount is over 500), or those whose argument is one of some values (like connect_call when method is POST, PUT, PATCH or DELETE). A held call answers approval_required with an approval_id and asks the approver; when they approve, call again with the same arguments, once (a call no person answers for adds the approval: header X-Conecto-Approval, or _meta.approvalId over MCP). The approver is an email, a saved channel, or a team (its managers, or everyone in it); each approver gets a link of their own, and the person whose call it is never approves it. With two_people_over, calls whose argument is over it need two people. Bills like Xero's bill approval: purchasing_create_bill with argument total holds bills over an amount, tax included; a rule on purchasing_pay_bill also holds batches with such a payment. Removing a rule is the owner's, on their account page, when the account has an owner email. $0.001. Costs $0.001 per call; nothing if it fails.

Move a form, a meeting type, a job, an inbox, a phone number, a newsletter, the website chat, a rental, a pipeline, a table or a website to a team. What happens through it is charged to that team from now on (a form's responses, a number's calls, an inbox's tickets), and its rental moves with it. Something a bot makes already belongs to the bot's team. Only a key of the company-wide team without limits moves things between teams. $0.001. Costs $0.001 per call; nothing if it fails.

The account balance, how much of it is credit bought (AI visibility and the phone run only on that) and how much free and bonus credit, what running calls are holding, this key's daily budget, the auto-reload state, and how much of this month's free reads and downloads is used. Free.

A one-time link to a page showing one area as it is when the page opens, for when the person you work for asks to see it themselves: a recruiter looks at the applicants, a bookkeeper at what is due. Do the work and answer with the area's own tools first; a link never replaces that. When an answer would be a long list they would rather look through, offer a link and make it once they say yes. The page is made from the area's own reads as this key, so it shows only what this key may see. It opens once and keeps for an hour; an unopened link ends after 7 days. Free.

Where each area's data is stored and processed: the company that runs each place, the country or region, and what it holds. Every area keeps its records in the database and runs on Conecto's servers; some also use a service named here (email, phone, PDFs, search). For the business's records of processing and its transfer assessments (GDPR Art. 30 and 44). Free.

What happened in this account that someone outside the bot did, oldest first: applications, bookings, form responses, signatures, replies, emails received, goals reached on the website; and the custom events bots sent with account_emit_event. Kept 30 days. Poll with after = the last event_id you saw. Free.

Everything this account holds, in ZIP files of up to 24 MB saved to its file store: every record of every area as JSON Lines, and the stored files themselves, with a README saying what is where. Credentials are left out. Runs in the background: poll the call with account_get_call; the result has a download link for each part. The parts open only for this key and for the owner's and admins' own keys that neither only read nor only draft. A key of a team other than the company-wide one gets owner_required. Free (EU Data Act). One at a time, three a day; the owner is emailed when an export is made. Free. Runs in the background: the reply has a call_id; poll it with the account_get_call tool or GET /v1/calls/<id>.

Everything account_find_person finds about one person in one ZIP in the file store: their records as JSON Lines (credentials left out) and the files those records point to, like a CV. Give the person the download link when they ask for a copy of their data (GDPR Art. 15 and 20), once you know it is them. The ZIP opens only for this key and for the owner's and admins' own keys that neither only read nor only draft. A key of a team other than the company-wide one gets owner_required: pass the request to the owner. Free; 20 a day. Free.

A link that signs the business owner into their Conecto page, with no password: the balance, adding credit, auto-reload, limits, what the bots did, people, rentals and keys. page opens it where the owner is needed, like people for a role only the owner gives, or settings for joining by email domain. It works once, within 30 minutes; hand it to the owner. Free.

Stops every key of a team at once, this one too if it is the team's: their calls are refused until the owner starts the team again on their account page. For a bot that misbehaves or a team that spends too fast. Free. Free.

Ask Conecto to raise one of the business's limits: which one (or other, saying which), the number it needs, and why, in 40 to 2,000 characters. Conecto reviews it and approves (maybe with less) or declines; the answer comes as the account.limit_request_answered event and by email to the owner, who is also told now. For an account that has topped up; one request per limit at a time, five in 30 days. Free. Free.

A department, location or project group of the account, like Support, Finance or the Hamburg shop. Its keys (POST /v1/keys with "team") can only work in its areas, only read when read_only is on, and spend against its budget (monthly_budget_usd per budget_period: a month, a fiscal quarter or year, or a project total): a hard budget refuses the call that would pass it, a soft one only warns. At alert_percent you get the event account.budget_alert and the owner an email, once a period. erp_code is the team's cost center in the company's ERP, for statements. drafts_only makes every write of its keys wait for one of its managers (or the owner), for a new bot that should only draft. mailboxes are the Microsoft 365 or Google mailboxes its keys may act as. You may make a team and narrow one; widening its areas, letting it write, ending drafts only, switching a hard budget to soft, and raising or removing a budget are the owner's, on their account page, when the account has an owner email. The company-wide team holds every key no other team does and is never limited to areas. $0.001. Costs $0.001 per call; nothing if it fails.

The business's name as the sender, its logo (a PNG, JPEG, WebP or GIF from the file store), its colour and a footer line (an address, a legal line), on every email to its customers (bookings, applications, tests, signatures, invoices, newsletters, replies) and on its published pages (forms, booking, careers, newsletters, status, views). Only what you pass changes; an empty string clears it. Mail from Conecto to you keeps Conecto's look. Costs $0.001 per call; nothing if it fails.

Change an email's subject, headline or opening words in the business's own voice, with {variables} from account_list_email_templates (like {name} or {when}). The facts under them (times, places, amounts, links and buttons) stay as they are. Only what you pass changes; an empty string brings back the original words. Plain text; a blank line starts a new paragraph. Costs $0.001 per call; nothing if it fails.

When the account was made without the owner's email: send that person a link to confirm they own it. Once they confirm, the owner gets the account's warnings and approval requests, and only the owner raises limits. Nothing changes until they open the link. Free. Free.

Make one of the account's email inboxes a support inbox (open_tickets true): every new email to it opens a ticket, a reply in the same thread is added to that ticket (and reopens it), and ticket replies go out from its address in the same thread. Out-of-office replies, bounces, list mail and spam never open tickets. open_tickets false stops new tickets; answers to existing ones still arrive. Create the inbox first with email_create_inbox (email connector). Costs $0.001 per call; nothing if it fails.

Open a support ticket for a customer request (email to a support inbox opens one by itself; see ticket_connect_inbox). The requester is not emailed unless email_requester is true: then they get the usual acknowledgement, from the account's support inbox when it has one, so their answer comes back to this ticket. Costs $0.01 per call; nothing if it fails.

How support went over the last `days` (default 30): tickets opened and resolved, the backlog now (open, pending, overdue, unassigned), first-response and resolution times in minutes (median and 90th percentile), SLA targets met and breached, satisfaction ratings, and tickets by channel, priority and tag. Free. Free.

Save a canned reply (a macro) under a name, replacing the one with that name. body may use {requester_name}, {requester_email}, {ticket_number}, {ticket_subject} and {business_name}. status and tags, if given, are applied each time it is sent with ticket_reply (e.g. status "resolved"). Costs $0.001 per call; nothing if it fails.

Change a ticket: status (open, pending = waiting on the customer, resolved), priority (its SLA targets follow), category, subject, tags, custom fields, the bot it is assigned to ("me", another bot's name, or "" for nobody) and the CRM contact or company it is about (0 unlinks). Resolving emails the requester a satisfaction survey when the settings ask for one; ask_rating true or false decides for this call (true also works on a ticket already resolved). Costs $0.01 per call; nothing if it fails.

Set the help desk's SLA targets, auto-close and satisfaction survey; what you leave out stays as it is. sla: first-response and resolution targets in minutes for each priority, replacing the current ones (a priority left out has none), e.g. {"urgent": {"first_response_minutes": 60, "resolution_minutes": 480}, "normal": {"first_response_minutes": 480, "resolution_minutes": 2880}}. The clock runs around the clock from when a ticket is opened and stops while it waits on the customer (pending); new targets apply to open tickets at once. auto_close_days: resolve tickets that waited on the customer this many days (0 = never). ask_rating_on_resolve: email the requester a one-click Good/Bad survey when a ticket is resolved. Costs $0.001 per call; nothing if it fails.

The account's admin and security actions, newest first: keys made and revoked, limits and auto-reload, the owner's sign-ins, connectors, exports, vault reads and writes, credentials set and everything deleted. Ordinary work is in the call log (account_list_calls). verify: true also checks the hash chain, which breaks where an entry was changed or removed. Free.

Every record this account holds about one person, by their email address or phone number, across every area: CRM, chats, emails, tickets, forms, bookings, calls, applications, invoices, orders, newsletters, HR and the call log, with their chats and CRM history. For a person who asks what the business keeps about them (GDPR Art. 15). Shows each kind with its count and ids; account_export_person gives them a copy, account_erase_person erases what may go. Free.

The name, logo, colour and footer line the business's emails and published pages carry. Free.

One call by id: its status (queued, running, succeeded, failed), cost and result. Use it to poll a background call until it finishes. Free.

The limits a business can ask Conecto to raise (calls a minute, new email addresses a day, phone numbers and more): each one's standard and current value and the most that can be asked for, and the business's requests with their answers. Free.

The tools that wait for a person's approval, with their thresholds and approvers. Free.

Recent calls on this account, newest first, optionally only failed or succeeded ones, or one area's. Free.

Every email Conecto sends to the business's customers (bookings, applications, interviews, tests, signatures, invoices and quotes, newsletter sign-ups), with when it goes out and its subject, headline and opening words as they are now, and the {variables} each can use. Free.

The account's teams, the company-wide one first: each with its areas, whether it only reads, its budget (hard or soft, and its period) and alert line, this period's spend, its ERP code, whether it is paused, its keys, and its people with who manages it. A person's own assistant works within their teams. Free.

One search over what this account holds: what its files say (PDFs, Word, Excel, PowerPoint, text), table rows, help center articles, CRM contacts, companies and deals, emails, tickets, quotes and invoices, book entries, stock items and project tasks. Every word must appear (any case); titles rank first, then the newest. Each result says which tool opens it. Narrow it with areas. Free.

One ticket with its request, every reply, customer message and note (customer emails with their message id: email_get_message has attachments and the full text), tags, custom fields, SLA state and rating. Free. Free.

The SLA targets, auto-close, the satisfaction survey setting and the support inboxes. Free. Free.

Tickets, newest activity first, by status (default: open and pending), priority, requester, tag, custom field, CRM contact or company, words in the subject or request, or activity since a time. A view gives a work queue instead: waiting_on_us (open, no reply since the customer last wrote; longest waiting first), waiting_on_customer (pending), overdue (an SLA target missed; most overdue first), at_risk (an SLA target due within within_minutes), unassigned, or mine (assigned to the calling bot). Free. Free.

Every saved reply with its text, status and tags. Free. Free.