Account
Account-level info and pooled usage.
📄️ Get account details with pooled usage.
Get account details with pooled usage.
📄️ Aggregated 'what needs attention now' briefing: missed calls, unread SMS, new bookings, in-flight campaigns, usage vs plan, alerts. Scope: read. Cached 60s per (tenant, receptionist, since, until).
Aggregated 'what needs attention now' briefing: missed calls, unread SMS, new bookings, in-flight campaigns, usage vs plan, alerts. Scope: read. Cached 60s per (tenant, receptionist, since, until).
📄️ Cross-FSM unified KPI: jobs booked, jobs completed, conversion rate, revenue collected from paid invoices in the window, and average paid invoice value. Read revenue_source before quoting money (paid_invoices | accounting_scope_missing | unavailable); revenue is null when unknown, never zero. When counts_truncated is true the window held more jobs than one scan pass covers, so jobs_completed and conversion_rate are null rather than computed off a partial set. Scope: read.
Cross-FSM unified KPI: jobs booked, jobs completed, conversion rate, revenue collected from paid invoices in the window, and average paid invoice value. Read revenue_source before quoting money (paid_invoices | accounting_scope_missing | unavailable); revenue is null when unknown, never zero. When counts_truncated is true the window held more jobs than one scan pass covers, so jobs_completed and conversion_rate are null rather than computed off a partial set. Scope: read.
📄️ Free-text search across leads, conversations, and calls in parallel. Scope: read. Exact-substring (ILIKE) matching; phone-shaped queries (4+ digits) also match phone columns.
Free-text search across leads, conversations, and calls in parallel. Scope: read. Exact-substring (ILIKE) matching; phone-shaped queries (4+ digits) also match phone columns.