Connect Atlas.so to Your AI Agent

Ask AI to combine a customer record with session records for a support brief or update the profile fields you provide.

10 tools API key

Try a Atlas.so Task

Copy a prompt into your agent with the oo Skill installed. Add your page links and source notes before running it.

oo Skill Atlas.so

Prepare a Customer Session Brief

Look up a customer and organize their matching session records.

/oo Atlas.so: Look up Atlas customer [email] and list sessions for that email from [start time] to [end time]. Summarize the recorded pages and session details, noting fields not present.

Correct a Customer Profile

Confirm a customer and apply exact profile corrections.

/oo Atlas.so: Find Atlas customer [email], read their record, and update only these fields [names and values]. Report the customer ID and changed fields.

Start Working with Atlas.so

  1. Install OOMOL

    Set up oo CLI and the oo Skill in your agent.

    Install OOMOL →
  2. Connect Atlas.so

    Connect your Atlas.so API key.

    Connect Atlas.so →
  3. Give Your Agent a Task

    Use /oo with the pages to read, the changes to make, and where to save the result.

    Connection Guide →

Choose Your Agent

  • Access to the Atlas account and customer records required for your task.
  • Session listings provide records, not a replay analysis. Retain IDs and timestamps when summarizing customer context.

Atlas.so Tools

Atlas.so stores customer, account, and session records. The connection can read these records and maintain customer or account profiles.

Customer and Account Profiles

Read account and customer records and create or update supplied profile information.

Session Records

List session records with customer, page, and date filters.

10 tools

List Accounts

List Atlas accounts visible to the current API key.

atlas_so.list_accounts

Get Account

Retrieve a single Atlas account by ID.

atlas_so.get_account

Upsert Account

Create or update an Atlas account using the account upsert endpoint.

atlas_so.upsert_account

List Customers

List Atlas customers visible to the current API key.

atlas_so.list_customers

Get Customer

Retrieve a single Atlas customer by ID.

atlas_so.get_customer

Lookup Customer

Retrieve a single Atlas customer by ID, email, phone number, or user ID.

atlas_so.lookup_customer

Create Customer

Create an Atlas customer.

atlas_so.create_customer

Update Customer

Update an Atlas customer by ID.

atlas_so.update_customer

Upsert Customer

Create or update an Atlas customer using the customer upsert endpoint.

atlas_so.upsert_customer

List Sessions

List Atlas session recordings with optional customer and date filters.

atlas_so.list_sessions

Frequently Asked Questions

What can I use to find a customer?

Lookup accepts a customer ID, email, phone number, or user ID. Use a stable identifier when several customers have similar names.

Does a session brief explain everything the customer did?

It summarizes the session fields provided by the listing. It does not automatically watch a recording or infer actions absent from those fields.

Can I limit changes to contact information?

Yes. Specify the customer ID and exact profile fields to change. The assistant can read the record before updating it.

Connect Atlas.so

About Atlas.so ↗