Permissions

Create a CRM contact in the current workspace.

Search contacts by name, email, company, or free-text query.

Create a company account in the CRM module.

Search company accounts by name, domain, or free-text query.

Create a CRM lead before it is converted into a contact, company, or deal.

List leads by status, source, search text, or custom field.

Convert a lead into contact, company, and optionally deal records.

Create a custom deal stage for the workspace pipeline.

List workspace deal stages, including custom stages.

Create a deal associated with a company or contact.

Move an existing deal to a new pipeline stage. Deprecated in favor of update_deal.

Update deal stage, amount, or currency.

Create an invoice with product or service line items.

List invoices by status, customer, deal, or custom field.

Record a payment against an invoice.

Create a basic chart-of-accounts account.

List chart-of-accounts records.

Create a balanced accounting journal entry.

List accounting journal entries.

Create a task for a user, agent, contact, company, or deal.

List tasks by status, assignee, due date, or related resource.

Mark a task complete in the current workspace. Deprecated in favor of update_task.

Update a task status, including canceling or reopening it.

Record a workspace activity such as a note, call, email, meeting, or agent action.

Search activity records by text, type, date, or related resource.

Create a support queue or inbox with default assignment and SLA targets.

List support queues by status, search text, or custom field.

Create a support ticket linked to customers, CRM records, invoices, and SLA targets.

List support tickets by status, priority, queue, owner, customer links, search text, or custom field.

Update support ticket status, priority, queue, assignment, tags, category, SLA targets, or custom fields.

Add an inbound, outbound, or internal message to a support ticket conversation.

List conversation messages for a support ticket.

Add an internal note or pinned comment to a support ticket.

List internal comments and notes for a support ticket.

Create a CMS collection that defines a content type for entries.

Create a website or marketing site managed by the CMS.

List CMS-managed websites.

Create a CMS entry in a collection.

Search CMS entries by collection, status, title, or free-text query.

Move a CMS entry between draft, review, published, and archived states. Deprecated in favor of update_entry.

Update a CMS entry title, fields, or publishing status and create a revision.

Create a marketing campaign for website, blog, email, social, or paid channels.

List marketing campaigns by status, channel, or custom field.

Create a social, blog, email, or website marketing post linked to an optional campaign or CMS entry.

List marketing posts by channel, status, campaign, or custom field.

Register workspace asset metadata and create a signed upload URL.

Mark an uploaded workspace asset as available after the client uploads the object to the signed URL.

Search workspace asset metadata by text, type, status, or linked resource.

Retrieve asset metadata with a signed download URL.

Archive an asset in the current workspace without deleting its metadata.

Define an analytics event in the workspace tracking plan.

List analytics event definitions in the workspace tracking plan.

Define a reusable analytics property for the tracking plan.

Validate an event payload against the workspace tracking plan.

List subscribable integration and webhook event types.

Register a workspace-specific integration event type.

Create a signed webhook endpoint subscription.

List workspace webhook endpoint subscriptions.

Update webhook endpoint configuration or lifecycle state.

Queue a signed test delivery for a webhook endpoint.

List webhook delivery attempts and retry state.

List Product Analytics and BI dashboards in the current workspace.

Create a local, provider-neutral BI dashboard definition.

List BI reports, optionally filtered by dashboard or dataset.

Create a local BI report definition linked to optional dashboard and dataset records.

List local BI dataset definitions.

Create a provider-neutral dataset definition using local/mock metadata.

List workspace BI metric definitions.

Create a workspace BI metric expression.

Run a BI query or built-in workspace dataset and optionally persist the query definition.

Create a BI export artifact for a query or report.

Update editable BI object metadata within the current workspace.

Archive a BI object in the current workspace. Export artifacts are expired.

Return safe workspace metadata summaries for the Workspace Assistant without exposing raw customer-owned content.

Run the billable Workspace Assistant against safe workspace metadata and summaries, recording AgentGrid logs, retrieval/tool records, cost events, and credit usage.

Create a ChatKit-ready Slab5 Guide support session descriptor backed by Slab5-owned knowledge.

Return workspace metadata, enabled modules, and high-level usage context.