« Summarize agency opportunities by stage and owner, then suggest records to review, citing available data. »
Priority is an assistant suggestion, not a measured success score.
Required operation IDs
get-pipelinessearch-opportunities-advanced
What will you ask your CRM?
Connect Ocliq directly to ChatGPT or Claude through MCP. Look up contacts, review your pipeline and ask your assistant to create tasks, add notes or update your CRM.
Ask. Analyze. Prepare an authorized action.
These prompts describe supported operation combinations, not guaranteed answers from incomplete data. Replace the scope with your own account, calendar, pipeline and date range. The library does not connect to your CRM or execute actions.
2 examples.
« Prepare to move the selected opportunity to an existing stage. Verify identifiers, show the change and wait for my authorization. »
Verify pipeline and target stage; this action may trigger configured automations.
Required operation IDs
get-pipelinesupdate-opportunity
Start with your real workflow
Bring your lead sources, stages and tools. We define the configuration and scope before implementation.
Plan a demo