Sophiie — Sales Pipeline Management

Sophiie is a B2B SaaS platform for sales pipeline management. Organizations get AI-powered virtual assistant agents that handle calls, SMS, and lead management. This skill lets you manage your Sophiie pipeline via natural language.

Authentication

All requests use Authorization: Bearer where the key is SOPHIIE_API_KEY. Keys are prefixed sk_live_ (production) or sk_test_ (sandbox).

• Base URL: https://api.sophiie.ai
• Rate limit: 60 requests/minute
• All responses: JSON

External Endpoints

Security & Privacy

• The SOPHIIE_API_KEY is never logged, printed, or echoed in output
• All requests use HTTPS only
• No data is cached locally — every command fetches live from the API
• All user input is sanitized via jq -n (never string-interpolated into JSON bodies)
• The skill has read-only access to SOPHIIE_API_KEY — it cannot modify or delete the environment variable

Command Reference

All commands are run via scripts/sophiie.sh [options].

Leads

leads list — List all leads in the pipeline

--page <n>    Page number (default: 1)
--limit <n>   Items per page (default: 50, max: 100)

Use when the user wants to see their pipeline, check leads, or browse contacts.

leads get — Get full details for a specific lead

Use when the user asks about a specific lead by name or ID. Lead IDs start with ld_.

leads create — Create a new lead

--firstName <name>      Required (min 2 chars)
--suburb <suburb>       Required
--lastName <name>       Optional
--email <email>         Optional (valid email)
--phone <number>        Optional (E.164 format, e.g. +61412345678)
--businessName <name>   Optional
--instagram <handle>    Optional
--facebook <handle>     Optional

Use when the user wants to add a new contact or lead to their pipeline.

leads update — Update an existing lead

Same options as create, but all are optional. At least one field must be provided.

Use when the user wants to change lead details.

leads delete — Delete a lead (soft delete)

Use when the user explicitly asks to remove a lead. Always confirm before deleting.

leads notes — List notes for a lead

--page <n>    Page number (default: 1)
--limit <n>   Items per page (default: 50, max: 100)

Use when the user asks about notes or history on a specific lead.

leads activities — List activity log for a lead

--page <n>    Page number (default: 1)
--limit <n>   Items per page (default: 50, max: 100)

Use when the user wants to see what happened with a lead (timeline, events).

Inquiries

inquiries list — List all inquiries

--page <n>       Page number (default: 1)
--limit <n>      Items per page (default: 50, max: 100)
--leadId <id>    Filter by lead ID (ld_...)
--expand <type>  Expand related data: "external", "lead", or "both"

Use when the user asks about incoming inquiries, messages, or calls received.

inquiries get — Get full inquiry details with source data

Returns the inquiry with expanded source data (call transcripts, SMS messages, webform submissions, etc.) depending on the inquiry source type (CALL, SMS, EMAIL, CHATBOT, WEBFORM).

Use when the user wants details on a specific inquiry.

FAQs

faqs list — List all FAQs

--page <n>    Page number (default: 1)
--limit <n>   Items per page (default: 50, max: 100)

Use when the user wants to see their knowledge base or FAQ entries.

faqs create — Create a new FAQ

--question <text>    Required (max 255 chars)
--answer <text>      Required
--isActive <bool>    Optional (true/false)

Use when the user wants to add to their AI agent's knowledge base.

faqs update — Update an FAQ (ID is a number)

Same options as create, all optional.

Use when the user wants to change an existing FAQ entry.

faqs delete — Delete an FAQ (soft delete)

Always confirm before deleting.

Policies

policies list — List all policies

--page <n>    Page number (default: 1)
--limit <n>   Items per page (default: 50, max: 100)

Use when the user asks about their business policies.

policies create — Create a new policy

--title <text>      Required (min 2, max 255 chars)
--content <text>    Required (min 2 chars)
--isActive <bool>   Optional (true/false)

Use when the user wants to add a business policy for their AI agent.

policies update — Update a policy (ID is a number)

Same options as create, all optional.

policies delete — Delete a policy (soft delete)

Always confirm before deleting.

Communication

calls send — Initiate an outbound AI call

--name <name>                 Required — name of person being called
--phoneNumber <number>        Required — E.164 format (e.g. +61412345678)
--mode <mode>                 Optional — "normal" (default) or "transfer_only"
--custom_instructions <text>  Optional — required when mode is "transfer_only"

Use when the user wants to call someone. Always confirm the phone number before calling.

sms send — Send an SMS message

--userId <id>             Required — sender user ID (usr_...)
--leadId <id>             Required — recipient lead ID (ld_...)
--message <text>          Required — message text (min 2 chars)
--messageThreadId <n>     Optional — existing thread ID (number); omit to start new thread

Use when the user wants to text a lead. You need to know the userId — use members list first if needed.

Appointments

appointments list — List all appointments

--page <n>       Page number (default: 1)
--limit <n>      Items per page (default: 50, max: 100)
--leadId <id>    Filter by lead ID (ld_...)

Use when the user asks about upcoming appointments or scheduled meetings.

Organization

org get — Get organization details (name, timezone, currency, etc.)

Use when the user asks about their org settings or business info.

org availability — Get business hours / availability schedules

Use when the user asks about working hours or availability.

org members — List organization members with roles

--page <n>    Page number (default: 1)
--limit <n>   Items per page (default: 50, max: 100)

Use when the user asks about team members (returns membership-level data with positions/avatars).

org services — List services offered (grouped by category)

Use when the user asks about their service offerings.

org products — List products offered (grouped by category)

Use when the user asks about their product catalog.

Members

members list — List all organization members

--page <n>    Page number (default: 1)
--limit <n>   Items per page (default: 50, max: 100)

Use when you need user IDs (usr_...) for operations like sending SMS. Returns user-level data with roles.

Decision Guide

Pagination

All list endpoints return paginated responses:

{
  "items": [...],
  "totalPages": 5,
  "currentPage": 1,
  "totalCount": 237
}

• Default: page 1, 50 items per page
• Maximum: 100 items per page
• Always check totalPages — if there are more pages, tell the user and offer to fetch the next page

Error Reference

Error responses have this shape:

{
  "success": false,
  "message": "...",
  "error": { "status": 401, "message": "..." }
}