What to Ask Leina to Do with Altoviz
Copy a prompt, add your details, and send it to Leina in your connected team chat.
Find a known customer and summarize the saved details.
Find Altoviz customer matching [email or customer number]. Read its record and summarize contact information, customer type, and notes, including its ID.
Check for an existing record before creating the customer you specify.
Check Altoviz for customer email [email]. If no match exists, create a [business, consumer, or government] customer with these details [profile]. If there are matches, list them instead of creating a duplicate.
Get Started with Altoviz
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Connect Your Account
Connect an Altoviz API key.
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Try a Task
Tell Leina what you need in your team chat. Include the source, destination, and expected result.
Set Up Leina in Your Chat → -
Check the Result
Review the result and any changes in the connected app.
Supported Altoviz Capabilities
This connection searches and reads Altoviz customers and creates business, consumer, or government customer records. It does not expose invoice or existing-customer update operations.
- Find and Create Customers
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Search by text or identifiers, read customer details, and create new customer records.
- List Customers
- Find Customers
View All 4 Actions
- List Customers
- Get Customer
- Find Customers
- Create Customer
Frequently Asked Questions
How can I locate a customer precisely?
Use their email, customer number, or external-system ID. The assistant can retrieve the selected customer by numeric ID after finding matches.
Can AI avoid creating a duplicate?
Ask it to search using known identifiers before creation and show ambiguous matches. A lookup reduces duplication risk but does not establish that every possible duplicate was found.
Can it read customer invoices?
The current actions cover customer records only. Invoice reading and existing-customer updates are not included.
Your AI employee for Altoviz
Tell Leina what you need in your team chat. Include the source, destination, and expected result.