What to Ask Leina to Do with Workiz
Copy a prompt, add your details, and send it to Leina in your connected team chat.
List jobs and retrieve selected details.
List Workiz jobs for [date/status filters], read job [UUID], and summarize its returned job details.
Find a lead record and read its details.
List Workiz leads using [supported filters], retrieve lead [UUID], and summarize the returned contact and lead context.
Get Started with Workiz
-
Connect Your Account
Connect using your Workiz 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.
Supported Workiz Capabilities
Workiz exposes service job, lead, and active team member records for AI operational briefings.
- Review Service Jobs
-
List jobs and retrieve selected details.
- List Jobs
- Get Job
- Inspect a Lead
-
Find a lead record and read its details.
- List Leads
- Get Lead
View All 5 Actions
- List Jobs
- Get Job
- List Leads
- Get Lead
- List Team Members
Frequently Asked Questions
Can I dispatch a job here?
The current actions retrieve records rather than dispatch or update jobs.
Can I inspect active team members?
The team-member action lists active members in the connected account.
How is API access enabled?
Enable Developer API in the Feature Center before obtaining the token.
Your AI employee for Workiz
Tell Leina what you need in your team chat. Include the source, destination, and expected result.