What to Ask Leina to Do with Atlas.so
Copy a prompt, add your details, and send it to Leina in your connected team chat.
Look up a customer and organize their matching session records.
Look up Atlas customer [email] and list sessions for that email from [start time] to [end time]. Summarize the recorded pages and session details, noting fields not present.
Confirm a customer and apply exact profile corrections.
Find Atlas customer [email], read their record, and update only these fields [names and values]. Report the customer ID and changed fields.
Get Started with Atlas.so
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Connect Your Account
Connect your Atlas.so 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 Atlas.so Capabilities
Atlas.so stores customer, account, and session records. The connection can read these records and maintain customer or account profiles.
- Customer and Account Profiles
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Read account and customer records and create or update supplied profile information.
- List Accounts
- Get Account
- Session Records
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List session records with customer, page, and date filters.
- List Sessions
View All 10 Actions
- List Accounts
- Get Account
- Upsert Account
- List Customers
- Get Customer
- Lookup Customer
- Create Customer
- Update Customer
- Upsert Customer
- List Sessions
Frequently Asked Questions
What can I use to find a customer?
Lookup accepts a customer ID, email, phone number, or user ID. Use a stable identifier when several customers have similar names.
Does a session brief explain everything the customer did?
It summarizes the session fields provided by the listing. It does not automatically watch a recording or infer actions absent from those fields.
Can I limit changes to contact information?
Yes. Specify the customer ID and exact profile fields to change. The assistant can read the record before updating it.
Your AI employee for Atlas.so
Tell Leina what you need in your team chat. Include the source, destination, and expected result.