> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zeroagent.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Capsule CRM

> A user-friendly CRM to manage contacts, track leads, and build stronger customer relationships

## Supported Actions

The following table outlines the supported actions and example prompts for our Typeform integration:

1. ### User and Team Management

| Action                          | Description                                                          | Example Prompt        |
| :------------------------------ | :------------------------------------------------------------------- | :-------------------- |
| **Get Details of Current User** | Retrieves information about the currently logged-in Capsule CRM user | `Get my user details` |
| **List Teams**                  | Retrieves a list of all teams                                        | `Show all my teams`   |

2. ### Pipeline Management

| Action               | Description                                       | Example Prompt                    |
| :------------------- | :------------------------------------------------ | :-------------------------------- |
| **List Pipelines**   | Retrieves a list of all pipelines.                | `Show all my pipelines`           |
| **Show Pipeline**    | Retrieves details about a specific pipeline.      | `Show 'Sales' pipeline details`   |
| **Create Pipeline**  | Creates a new pipeline.                           | `Create new 'Marketing' pipeline` |
| **Update Pipeline**  | Updates an existing pipeline.                     | `Edit 'Sales' pipeline`           |
| **Archive Pipeline** | Archives a pipeline, removing it from active use. | `Archive 'Sales' pipeline`        |
| **Restore Pipeline** | Restores an archived pipeline.                    | `Restore 'Sales' pipeline`        |

3. ### Milestone Management

| Action                       | Description                                            | Example Prompt                            |
| :--------------------------- | :----------------------------------------------------- | :---------------------------------------- |
| **List Milestones**          | Retrieves a list of all milestones.                    | `Show all milestones`                     |
| **List Pipeline Milestones** | Retrieves a list of milestones for a specific pipeline | `List 'sales' pipeline milestones`        |
| **Show Milestone**           | Retrieves details about a specific milestone           | `Show 'Launch Product' milestone details` |
| **Create Milestone**         | Creates a new milestone                                | `Create new 'Review Feedback' milestone`  |
| **Delete Milestone**         | Deletes a milestone                                    | `Delete 'Review Feedback' milestone`      |
| **Update Milestone**         | Updates an existing milestone                          | `Update ''Review Feedback' milestone`     |

4. ### Lost Reasons Management

| Action                 | Description                                    | Example Prompt                                     |
| :--------------------- | :--------------------------------------------- | :------------------------------------------------- |
| **Show Lost Reason**   | Retrieves details about a specific lost reason | `Show 'Project K' lost reason details`             |
| **List Lost Reasons**  | Retrieves a list of all lost reasons.          | `Show all lost reasons`                            |
| **Create Lost Reason** | Creates a new lost reason.                     | `Create new lost reason 'Financial  Constraints' ` |
| **Delete Lost Reason** | Deletes a lost reason.                         | `Delete 'Project K' lost reason`                   |

5. ### Board Management

| Action            | Description                                   | Example Prompt                   |
| :---------------- | :-------------------------------------------- | :------------------------------- |
| **List Boards**   | Retrieves a list of all boards.               | `Show all boards`                |
| **Show Board**    | Retrieves details about a specific board.     | `Show 'Marketing' board details` |
| **Create Board**  | Creates a new board                           | `Create new 'Finance' board`     |
| **Archive Board** | Archives a board, removing it from active use | `Archive 'Finance' board`        |
| **Restore Board** | Restores an archived board                    | `Restore 'Finance' board`        |

6. ### Stage Management

| Action                | Description                                      | Example Prompt                                     |
| :-------------------- | :----------------------------------------------- | :------------------------------------------------- |
| **List Stages**       | Retrieves a list of all stages.                  | `Show all stages`                                  |
| **List Board Stages** | Retrieves a list of stages for a specific board. | `Show board stages for 'Finance'`                  |
| **Show Stage**        | Retrieves details about a specific stage.        | `Show 'planning' stage details of 'Finance' board` |

7. ### Party and Employee Management

| Action             | Description                               | Example Prompt                |
| :----------------- | :---------------------------------------- | :---------------------------- |
| **List Parties**   | Retrieves a list of all parties.          | `List all parties`            |
| **Show Party**     | Retrieves details about a specific party. | `Show 'Dealer' party details` |
| **List Employees** | Retrieves a list of all employees         | `List employees`              |
| **Delete Party**   | Deletes a party                           | `Delete 'Dealer' party`       |

8. ### Opportunity Management

| Action                           | Description                                              | Example Prompt                          |
| :------------------------------- | :------------------------------------------------------- | :-------------------------------------- |
| **List Opportunities Employees** | Retrieves a list of all employees from Opportunity.      | `List employees`                        |
| **List Opportunities**           | Retrieves a list of all opportunities.                   | `List opportunities`                    |
| **List Opportunities by Party**  | Retrieves a list of opportunities for a specific party.  | `List opportunities for 'Dealer' party` |
| **Show Opportunity**             | Retrieves details about a specific opportunity.          | `Show opportunity details`              |
| **Search Opportunities**         | Searches for opportunities based on keywords or filters. | `Search for 'marketer' opportunities`   |
| **Delete Opportunity**           | Deletes an opportunity.                                  | `Delete opportunity`                    |

10. ### Project Management

| Action         | Description                                         | Example Prompt                     |
| :------------- | :-------------------------------------------------- | :--------------------------------- |
| List Projects  | Retrieves a list of all projects.                   | `Show all projects`                |
| Search Project | Searches for projects based on keywords or filters. | `Search 'Ecommerce' projects`      |
| Show Project   | Retrieves details about a specific project.         | `Show Ecommerce project details`   |
| Create Project | Creates a new project.                              | `Create new 'Electronics' project` |
| Delete Project | Deletes a project.                                  | `Delete project`                   |

11. ### Task Management

| Action           | Description                              | Example Prompt                              |
| :--------------- | :--------------------------------------- | :------------------------------------------ |
| **List Tasks**   | Retrieves a list of all tasks.           | `Show all tasks`                            |
| **Delete Tasks** | Deletes one or more tasks.               | `Delete 'Create Mobile Feature' task`       |
| **Show Task**    | Retrieves details about a specific task. | `Show 'Create Mobile Feature' task details` |