Actions
Give MrSalesman the ability to work with your business systems.
Define the actions MrSalesman can perform and give each one the parameters, permissions, and conditions it needs to operate safely.

Action EngineUpdate Customer Record
Action Definition
Action TypeUpdate
SystemCRM
Parameters
Customer IDString
FieldString
New ValueAny
Execution ResultPending
Awaiting execution...
Action Definitions
Turn business operations into controlled actions.
Define exactly what an action does, what information it requires, and what result it returns before MrSalesman can execute it.
Action Library
Create Lead
Update Customer
Create Order
Cancel Order
Issue Refund
Schedule Appointment
Send Notification
Create Lead
ConfiguredCreate4 Required
Required Parameters
NameString
EmailString
PhoneString
SourceString
Optional Parameters
CompanyString
NotesString
Output
Lead IDString
Lead StatusString
Conditions & Permissions
Make every action follow the rules you define.
Set the precise conditions that must be satisfied before an action can run, and decide when MrSalesman can proceed or when human approval is required.
ActionIssue Refund
Conditions
Customer verified
✓
Order exists
✓
Payment confirmed
✓
Refund amount within approved limit
✓
DecisionAction Allowed
Action Execution
Every action runs with the exact information it needs.
MrSalesman validates the required parameters and business conditions before executing an approved operation and recording the result.
ActionUpdate Delivery Address
Action IDACT-102458
Parameters
Customer IDCUS-48291
Order IDORD-102458
New AddressHyderabad, Telangana
Validation
✓
Required parameters✓
Customer identity✓
Business conditionsExecution State
ReadyExecutingCompleted
Awaiting Execution
Action History
Know what MrSalesman did, when it happened, and why.
Every action can be traced through its complete execution history, decision context, approval state, and final result.
Audit Log
09:41Create Lead
COMPLETED
09:42Update Customer
COMPLETED
09:43Issue Refund
APPROVAL REQUIRED
09:44Send Notification
COMPLETED
Action Details
09:43:12ActionIssue Refund
Requested ByMrSalesman
ReasonCustomer requested refund
Rule CheckRefund exceeds approved limit
DecisionHuman approval required
Approved BySarah
Final StatusCompleted
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Turn everyday customer requests into completed actions across every channel.