Leina 
Wanta 
Summarize a Lead Group
Organize filtered leads by status, needs, and contact details.
/oo Ambivo: List Ambivo leads matching [filters] for [date range]. Summarize statuses, business needs, and missing contact details, retaining lead IDs.
Connect Ambivo to Your AI Agent
Give AI a lead group or task criteria to prepare a brief before you update records or assign follow-up work.
10 tools API key
Try a Ambivo Task
Copy a prompt into your agent with the oo Skill installed. Add your page links and source notes before running it.
oo Skill Ambivo
Create a Follow-Up Task
Use a selected lead to create a task with a named owner and deadline.
/oo Ambivo: Find Ambivo lead [name or email], confirm its ID, and create a follow-up task [title and description] linked to it, assigned to [user ID] and due [date]. Show ambiguous lead matches before creating.
Review Open CRM Tasks
Read task records and summarize due work by assignment and priority.
/oo Ambivo: List Ambivo tasks matching [open-status filter] and summarize tasks due by [date], grouped by assignee and priority. Include task IDs and missing due dates.
Start Working with Ambivo
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Install OOMOL
Set up oo CLI and the oo Skill in your agent.
Install OOMOL → -
Connect Ambivo
Connect your Ambivo API token.
Connect Ambivo → -
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
- An Ambivo token authorized for the CRM records you need.
- Supply record IDs for updates and user IDs for assignment. Filtering and pagination determine which records a summary covers.
Ambivo Tools
This connection reads and maintains Ambivo leads, contacts, and CRM tasks. Task assignment and completion are explicit record operations.
Maintain Leads and Contacts
Read and maintain CRM profiles, status, comments, and tags.
Manage CRM Tasks
Read, create, and update follow-up tasks, assignees, and completion fields.
10 tools
List Leads
List Ambivo CRM leads with optional filters, sorting, pagination, and date range.
ambivo.list_leads Create Lead
Create a new Ambivo CRM lead.
ambivo.create_lead Update Lead
Update an existing Ambivo CRM lead by ID.
ambivo.update_lead List Contacts
List Ambivo CRM contacts with optional filters, sorting, and date range.
ambivo.list_contacts Create Contact
Create a new Ambivo CRM contact.
ambivo.create_contact Update Contact
Update an existing Ambivo CRM contact by ID.
ambivo.update_contact List Tasks
List Ambivo CRM tasks with optional filters, sorting, and pagination.
ambivo.list_tasks Create Task
Create a new Ambivo CRM task.
ambivo.create_task Update Task
Update an existing Ambivo CRM task by ID.
ambivo.update_task Delete Task
Delete an Ambivo CRM task by ID.
ambivo.delete_task No matching tools.
Frequently Asked Questions
What can a lead brief include?
It can organize recorded status, needs, tags, and contact details. Specify filters and a date range, and retain lead IDs for later updates.
Can I assign a task to a colleague?
Yes. Provide the user ID, task name, due date, and related CRM record when applicable. The task operation records the assignment in Ambivo.
How do I limit an update to specific fields?
Supply the lead, contact, or task ID and exact fields and values. Ask the assistant to keep other fields unchanged and report the changes.