Agent CRM

Use Slab5 as the safe state layer for an agent that creates leads, converts them into CRM records, manages deals, creates follow-up tasks, and logs source activity.

Prompt

Create a website lead for Jane Doe at Acme Corp, convert the lead into a contact and company, open a qualified pilot deal worth $5,000, create a follow-up task for next Friday, and log the source as an inbound demo request.

Flow

1. create_lead with source and custom_fields.
2. convert_lead into a contact, company, and optional deal.
3. create_deal_stage if the workspace needs a custom stage.
4. update_deal with amount and stage.
5. create_task for follow-up.
6. log_activity with source and context.

Verify

• Lead status is converted.
• Contact and company exist in CRM.
• Deal stage is qualified.
• Task is linked to the contact or deal.
• Activity Log records the inbound source.
• Audit logs show each write with request IDs.