sevdesk AI Integration: Review Contacts and Maintain Customer Records

What to Ask Leina to Do with sevdesk

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

List contacts by customer number and read a selected record.

List contacts with customerNumber [number], then get contact [ID] and summarize its fields.

Apply supplied fields to a known contact.

Update contact [ID] with name [name] and description [description].

Create a contact with its explicit category and profile fields.

Create contact with category [category object] and name [name].

Connect Your Account

Provide a sevdesk API token.
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.

Use AI with sevdesk to inspect contact records and apply specified contact-profile changes.

Review Customer Contacts: List contacts by customer number and read a selected record.

List Contacts
Get Contact
Update Contact Details: Apply supplied fields to a known contact.

Update Contact
Create a Categorized Contact: Create a contact with its explicit category and profile fields.

Create Contact

View All 5 Actions

The official contact payload requires a category object identifying the contact category.

get_contact retrieves a contact by contactId, with optional embed fields.

Contact creation requires a category object. Use the official field names, including surename and familyname where relevant.

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