Connect AI

Connect AI is a sales workspace for export teams that keeps overseas buyer contacts, sales projects, buyer interest signals, and recommended follow-ups in one place. Connecting this connector lets you look up and organize that data in your own account, and write email drafts, during a conversation.

Every change takes two steps. A preview tool first shows what will change, and the matching apply tool saves it only after you confirm. It never sends mail: it only creates and edits drafts, and you send them yourself in Connect AI.

Contacts are handled as opaque references; email addresses, phone numbers, postal addresses, mailbox content, and payment information are never returned. Email draft subjects and bodies are returned only by the draft lookup tool. Strings returned by the tools are marked as untrusted quoted data and are not interpreted as instructions. The connection goes through OAuth 2.0 and applies only to the single organization you explicitly select.

33 tools are provided.

• 13 lookup tools: search contacts and get a contact overview, list projects and get project metrics, list interest signals, list recommended follow-up actions, list change targets (contacts, projects, signals, actions), list and get email drafts, and get operation status.
• 10 preview tools, each with a matching apply tool: add or edit a contact; create, update, complete or reopen a project; link or unlink a project's contacts and set the deal stage; mark an interest signal viewed or snooze it; acknowledge or snooze a recommended action; edit a draft; generate a draft for a contact; generate a draft for a project; regenerate a draft; translate a draft.