Tier 5 · 5 Skills

Extended Modules

CRM, customer support, usage-based billing, rule-based anomaly detection, and analytics dashboards, the intelligence layer that turns data into decisions.

CRM

Full-cycle customer relationship management. Capture leads from any source, track opportunities through your sales pipeline, run campaigns, and log every call, email, and meeting, all in natural language.

All Actions

add-lead

Capture a new lead from any source

update-lead

Edit lead details or status

get-lead

Retrieve full lead profile

list-leads

Query leads with filters

import-leads

Import leads from CSV

convert-lead-to-opportunity

Turn a lead into a deal

add-opportunity

Create a sales opportunity

update-opportunity

Update opportunity stage or value

get-opportunity

Retrieve opportunity details

list-opportunities

List all open opportunities

mark-opportunity-won

Mark an opportunity won

mark-opportunity-lost

Mark an opportunity lost

add-campaign

Create a marketing campaign

list-campaigns

List all campaigns

add-activity

Log a call, email, or meeting

list-activities

List activities for a lead or deal

add-crm-task

Schedule a follow-up task

global-crm-search

Search across every sales record

pipeline-report

View sales pipeline summary

status

Health check for the CRM skill

Example Commands

Add lead from trade show

Convert lead to opportunity

Show sales pipeline

Log a call with prospect

Support

Track customer issues from first report to resolution. Define SLAs with priority-based response and resolution targets, manage warranty claims, schedule preventive maintenance, and surface overdue tickets before they escalate.

All Actions

add-issue

Open a new support ticket

update-issue

Update issue status or assignment

get-issue

Retrieve full issue details

list-issues

Query issues with filters

resolve-issue

Resolve a ticket

reopen-issue

Reopen a resolved ticket

add-issue-comment

Add a comment to an issue

add-sla

Define an SLA with response/resolution targets

list-slas

List all SLA definitions

sla-compliance-report

Check SLA compliance

add-warranty-claim

File a warranty claim

update-warranty-claim

Update a warranty claim

list-warranty-claims

List all warranty claims

add-maintenance-schedule

Create a maintenance schedule

record-maintenance-visit

Log a completed maintenance visit

list-maintenance-schedules

List all maintenance schedules

overdue-issues-report

Show overdue and at-risk tickets

status

Health check for the Support skill

Example Commands

Create support ticket for Acme

Check SLA status

Show overdue issues

Add warranty claim

Billing

Usage-based and subscription billing made simple. Define meters and rate plans, record usage events, calculate billable amounts with tiered pricing, manage prepaid balances, and generate invoices automatically.

All Actions

add-meter

Define a usage meter (e.g. API calls)

add-meter-reading

Record a meter reading

list-meter-readings

List readings for a meter

add-rate-plan

Create a pricing rate plan with tiers

list-rate-plans

List all rate plans

add-usage-event

Log a billable usage event

add-usage-events-batch

Log many usage events at once

create-billing-period

Open a new billing period

list-billing-periods

List all billing periods

run-billing

Rate usage and bill a period

generate-invoices

Generate invoices from rated usage

list-billing-runs

List billing runs

add-billing-adjustment

Apply a billing adjustment

add-prepaid-credit

Add prepaid credit to a customer

get-prepaid-balance

Retrieve current prepaid balance

status

Health check for the Billing skill

Example Commands

Add meter for API usage

Record meter reading 1,500 calls

Run billing for January

Check prepaid balance

AI Engine

Built-in intelligence for your ERP. Run rule-based anomaly checks on financial data, forecast cash flow, evaluate business rules, score vendor and customer relationships, and maintain full conversational audit trails.

All Actions

detect-anomalies

Run rule-based anomaly checks

list-anomalies

List all flagged anomalies

acknowledge-anomaly

Acknowledge a flagged anomaly

dismiss-anomaly

Dismiss a false alarm

forecast-cash-flow

Forecast cash from open receivables and payables

get-forecast

Retrieve a stored forecast

discover-correlations

Run a correlation analysis

list-correlations

List all correlation analyses

add-business-rule

Define a business rule

evaluate-business-rules

Check an action against your rules

add-pending-decision

Queue a decision for review

add-categorization-rule

Create a categorization rule

categorize-transaction

Apply your categorization rules

score-relationship

Score a vendor or customer

list-relationship-scores

List relationship scores

save-conversation-context

Persist conversation context

get-conversation-context

Retrieve saved context

log-audit-conversation

Log conversation for audit trail

status

Health check for the AI Engine skill

Example Commands

Detect anomalies in cash flow

Forecast next 6 months

Score vendor reliability

Evaluate business rules

Analytics

Real-time KPIs, dashboards, and trend analysis across your entire business. Track financial ratios, operational metrics, and HR indicators. Compare periods, rank customers and items, and track any metric over time, all queryable in plain English.

All Actions

executive-dashboard

Cross-module KPI dashboard

company-scorecard

Graded health scorecard

liquidity-ratios

Current, quick, and cash ratios

profitability-ratios

Margins, ROA, and ROE

efficiency-ratios

DSO, DPO, and inventory days

revenue-trend

Revenue trend over time

expense-breakdown

Expenses by category

cost-trend

Cost trend over time

revenue-by-customer

Revenue ranked by customer

revenue-by-item

Revenue ranked by item

customer-concentration

How much rides on top customers

inventory-turnover

Inventory turnover rate

aging-inventory

Stock aging buckets

abc-analysis

ABC classification of items

headcount-analytics

Headcount by department

payroll-analytics

Payroll cost analysis

period-comparison

Compare periods side by side

metric-trend

Track any metric over time

status

Health check for the Analytics skill

Example Commands

Show financial dashboard

What's our profit margin?

Compare this quarter vs last

Days sales outstanding

Intelligence built in, not bolted on

CRM, support, billing, anomaly detection, and analytics, all working together through natural language. Self-host free.

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Related: see the architecture in AI-native ERP, the foundation tier that the extended modules build on, the AI accounting story, or comparisons against NetSuite and Odoo.