Extended Modules
CRM, customer support, usage-based billing, AI-powered anomaly detection, and real-time analytics dashboards -- the intelligence layer that turns data into decisions.
CRM
18 actionsFull-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
add-opportunity Create a sales opportunity
update-opportunity Update opportunity stage or value
get-opportunity Retrieve opportunity details
list-opportunities List all open opportunities
close-opportunity Mark opportunity won or lost
add-campaign Create a marketing campaign
add-campaign-lead Assign a lead to a campaign
list-campaigns List all campaigns
add-crm-activity Schedule a CRM activity
add-communication Log a call, email, or meeting
list-activities List activities for a lead or deal
pipeline-report View sales pipeline summary
list-crm-activities List all CRM activity types
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
19 actionsTrack customer issues from first report to resolution. Define SLAs with priority-based response times, 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
close-issue Resolve and close a ticket
add-issue-comment Add a comment to an issue
list-issue-comments List all comments on an issue
add-sla Define a service level agreement
add-sla-priority Set response/resolution targets
get-sla-status Check SLA compliance for an issue
list-slas List all SLA definitions
add-warranty-claim File a warranty claim
get-warranty-claim Retrieve warranty claim details
list-warranty-claims List all warranty claims
add-maintenance-schedule Create a maintenance schedule
add-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
19 actionsUsage-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
add-rate-tier Add a tier to a rate plan
list-rate-plans List all rate plans
add-usage-event Log a billable usage event
create-billing-period Open a new billing period
calculate-billable-usage Calculate charges for a period
create-billing-adjustment Apply a billing adjustment
get-customer-prepaid-balance Check customer prepaid balance
create-invoice-from-usage Generate invoice from usage data
list-billing-periods List all billing periods
submit-billing-invoice Submit and finalize a billing invoice
record-payment-against-prepaid Record payment to prepaid account
add-prepaid-credit Add prepaid credit to a customer
get-prepaid-balance Retrieve current prepaid balance
refund-prepaid-credit Refund unused prepaid credit
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
19 actionsBuilt-in intelligence for your ERP. Detect anomalies in financial data, forecast cash flow, evaluate business rules automatically, score vendor and customer relationships, and maintain full conversational audit trails.
All Actions
add-anomaly Flag a detected anomaly
list-anomalies List all flagged anomalies
confirm-anomaly Confirm or dismiss an anomaly
add-cash-flow-forecast Generate a cash flow forecast
get-cash-flow-forecast Retrieve a stored forecast
add-correlation-analysis Run a correlation analysis
list-correlations List all correlation analyses
add-business-rule Define an automated business rule
evaluate-business-rules Run all rules against current data
add-pending-decision Queue a decision for review
list-pending-decisions List all pending decisions
add-categorization-rule Create a categorization rule
add-relationship-score Score a vendor or customer
get-relationship-score Retrieve a relationship score
update-relationship-score Recalculate a relationship score
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
24 actionsReal-time KPIs, dashboards, and trend analysis across your entire business. Track financial ratios, operational metrics, and HR indicators. Compare periods, analyze budget variance, and define custom KPIs -- all queryable in plain English.
All Actions
get-revenue-kpi Current revenue metrics
get-expense-kpi Current expense metrics
get-profit-margin Gross and net profit margins
get-current-ratio Current assets / current liabilities
get-quick-ratio Quick (acid-test) ratio
get-debt-to-equity Debt-to-equity ratio
get-inventory-turnover Inventory turnover rate
get-days-sales-outstanding Average collection period
get-days-payable-outstanding Average payment period
get-working-capital Net working capital
get-employee-count Total active employees
get-attrition-rate Employee attrition rate
get-avg-salary Average salary across org
get-revenue-trend Revenue trend over time
get-expense-trend Expense trend over time
get-cash-flow-trend Cash flow trend over time
get-financial-dashboard Full financial KPI dashboard
get-operational-dashboard Operational metrics dashboard
get-hr-dashboard HR metrics dashboard
get-period-comparison Compare two periods side by side
get-budget-variance-analysis Budget vs actual variance
add-custom-kpi Define a custom KPI formula
get-custom-kpi Calculate a custom KPI
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.
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.