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How it works
This AI agent manages your Streak CRM via WhatsApp. Send messages to create contacts, add boxes to pipelines, update stages, link contacts to boxes, and retrieve information, add and get tasks all through natural conversation.
Setup steps
Connect your Streak API credentials (Basic Auth)
Configure WhatsApp Business integration
Add your Streak pipeline keys to the workflow
Test with a simple command like "create contact John Doe"
Customization tips
Add custom Streak fields to the AI's tool descriptions
Modify pipeline stages to match your workflow
Adjust AI prompts to recognize your team's terminology
Enable additional Streak operations (comments, tasks, files)
The agent worked perfectly when you give it access to streak API documentation, to attain even more complex tasks