Salesmate for AI agents
Agents read Salesmate at once. Changes and sends are held for a person's approval by default.
About Salesmate
Salesmate is an AI-powered CRM platform designed to help businesses engage leads, close deals faster, nurture relationships, and provide seamless support through a unified, intuitive interface.
What an agent can do in Salesmate
Every Salesmate action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in Salesmate without asking first. 3 actions.
- Get Active UsersTool to retrieve all active users. Use when you need to fetch only users currently marked active for tasks, assignments, or user management audits.
- Get CompanyTool to retrieve details of a specific company by ID. Use when you have a company ID and need its full record. Example: "Get company 42".
- List ModulesTool to list all available Salesmate modules. Returns the core CRM modules including Contacts, Companies, Deals, Activities, Products, and Tickets. Use this to discover which modules are available for
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 3 actions.
- Add ProductTool to add a new product. Use when you need to create a new product in Salesmate before referencing it (e.g., in deals or orders). Example: "Add a product named 'Widget Pro' (SKU WPRO1) priced at 199
- Create CompanyTool to create a new company in the Salesmate CRM. Use when you need to register a new organization.
- Delete ProductTool to delete a product by ProductId. Use when you need to remove a product from the catalog after confirming the correct ProductId.
Changes wait in Needs you
Changes and sends in Salesmate are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
Related connectors
Salesmate questions
Can an agent change data in Salesmate on its own?
Not by default. Changes and sends in Salesmate are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in Salesmate?
This connector lists 3 read actions. Reads run at once, without waiting for approval.
How does Salesmate connect?
It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.