Minz

actions

Make a change in Minz only after the user confirms the exact change, such as creating or updating a task, creating, changing, deleting or answering a calendar event, checking in an OKR key result, drafting an OKR objective, following a deal or sending a team chat message.

call-prep

Prepare a brief before a call or meeting with a customer or prospect, using Minz.ai CRM data (company, contacts, open deals, deal history, recent activities, related tasks). Use when the user asks to prepare for, get ready for, or get background on a call, meeting or visit with a named company or person.

crm-assistant

Look up Minz companies, contacts, leads, opportunities, notes, quotes, contracts, products and care tickets; summarize the pipeline, read history and activities, and suggest the next sales step.

deal-coaching

Coach a sales opportunity with Minz data by comparing it with recently won deals, show win patterns, products and quotes, and check progress against KPI targets. Use when asked how to win or advance a deal or how a target is tracking.

expense-review

Check MinzSpend expenses and expense reports in Minz.ai, including what the user submitted, what is waiting for approval, and what was approved, rejected or reimbursed in a period, with totals by status, category or vendor. Use when the user asks about their expenses, claims, reimbursements, settlements or spending in a period.

minzspend-tracker

Look up MinzSpend expenses and settlement/reimbursement reports, summarize by period or status, and point out the files that need review.

my-inbox

List what is waiting on the user in Minz, such as approvals assigned to them, requests they submitted, unread notifications and documents they still have to acknowledge. Use when asked what needs my attention or what is pending.

my-week

Summarize the user's schedule and workload from Minz.ai, including meetings, overdue and upcoming tasks, and recent sales activities, for today, this week or another short period. Use when the user asks what is on their plate, what is coming up, what is overdue, or to plan their day or week.

pipeline-review

Review the Minz.ai sales pipeline, including totals by stage, deals expected to close soon, and deals that look stalled or at risk, for a weekly sales meeting or a manager check-in. Use when the user asks about their pipeline, forecast, deals closing this month or quarter, or which deals need attention.

work-overview

Look up Minz tasks, calendar events, activities and notes for a period, flag overdue and upcoming items and suggest priorities. Use for to-dos, deadlines, the calendar or a work overview.

workspace-explorer

Look up Minz operations cases and SLA, company directory and org chart, omni-channel inbox conversations, team chat targets, OKRs and the issued-document register. Use for questions outside CRM, tasks and expenses.