Ocliq · CRM · Automation · IA

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.

3 examples.

Coaches · Read / draft

« List discovery calls from the selected coaching calendar for this week. Use only returned dates and statuses. »

Specify the calendar and date range.

Required operation IDs
  • get-calendar-events
  • get-appointment
Coaches · Read / draft

« Summarize my coaching pipeline by stage and suggest records to review without inventing conversion probabilities. »

Use actual stages and populated fields.

Required operation IDs
  • get-pipelines
  • search-opportunities-advanced
Coaches · Read / draft

« For the appointment I select, inspect its returned status. If it is marked no-show, draft a reconnect message without sending it. »

The status must explicitly indicate a no-show; do not infer one from date alone.

Required operation IDs
  • get-appointment

Start with your real workflow

Bring your lead sources, stages and tools. We define the configuration and scope before implementation.

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