Use AI for Salesmate Company Records and Product Setup

Create company records, read a known company, create products, and inspect active users or module identifiers. Ask your connected AI assistant to explain the results or carry out the specified operation.

What to Ask Leina to Do with Salesmate

Copy a prompt, add your details, and send it to Leina in your connected team chat.

Save supplied company details and read the returned company.

Create Salesmate company [name] with website [website] and description [description], then read its company ID.

Save an explicitly priced product in the catalog.

Create Salesmate product name [name], currency [currency], unitPrice [price], and SKU [SKU].

Get Started with Salesmate

  1. Connect Your Account

    Provide a Salesmate access token and workspace link name.

  2. 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 →
  3. Check the Result

    Review the result and any changes in the connected app.

Supported Salesmate Capabilities

Salesmate connects supported service operations to your AI assistant. Create company records, read a known company, create products, and inspect active users or module identifiers.

Companies

Create a company and retrieve known company records.

Product and Workspace Setup

Create products and read active users or module identifiers.

View All 6 Actions
  • Create Company
  • Get Company
  • Create Product
  • Delete Product
  • List Modules
  • Get Active Users

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Frequently Asked Questions

What link name should I use?

Provide the workspace name or its salesmate.io hostname.

What does product creation require?

Provide name, currency, and unitPrice, with other explicit fields as needed.

Can I choose a company owner?

Read active users and pass the intended owner value during company creation.

Your AI employee for Salesmate

Tell Leina what you need in your team chat. Include the source, destination, and expected result.