Log an offline interaction touchpoint (call, meeting, email, note, offline_interaction) with a contact.
“Log that we had a 20-minute product demo call with +919876543210 where they requested enterprise pricing.”
Say this directly in your AI chat. The assistant will detect the intent, map the parameters, and invoke log_interaction.
| Parameter | Type | Requirement | Description |
|---|---|---|---|
| phone | string | optional | Contact phone in E.164 format |
| contact_id | string | optional | Contact UUID |
| type | string | required | "call", "meeting", "email", "note", or "offline_interaction" |
| summary | string | required | Concise summary of what occurred |
| details | string | optional | Detailed interaction notes or transcript |
| metadata | object | optional | Optional key-value metadata map |
This action modifies CRM data or sends WhatsApp communications. Compliant AI clients (Claude Desktop, Cursor, ChatGPT) will ask for your confirmation before executing this call.