Documentation Index
Fetch the complete documentation index at: https://docs.conversion.ai/llms.txt
Use this file to discover all available pages before exploring further.
A tool call is a single action Conversion AI runs to carry out a request, like looking up a contact, listing audiences, creating a form preview, or running a script in its sandbox. A single message often produces several tool calls in sequence.
Each tool call appears as a card in the chat as it runs, labeled with what it’s doing. You can expand a card to see what Conversion AI sent and what came back.
Tools marked with a ✓ Requires approval badge show an Allow / Deny prompt before they run. See Approvals for how the approval flow works. Conversation
| Tool | Description |
|---|
| Thinking | A short status line that Conversion AI posts before a complex step, so you know what’s about to happen. |
Artifacts
Tools that create and manage artifacts.
| Tool | Description |
|---|
| List artifacts | List the artifacts in the current chat. |
| Get artifact | Get the contents of a specific artifact. |
| Apply artifact ✓ | Apply a reviewed artifact so it becomes a real asset or updates an existing one. |
| Tool | Description |
|---|
| List contacts | List or search contacts using a structured filter. |
| Get contact | Get a single contact. |
| Count contacts | Count the contacts that match a filter. |
| Get contact events | Get the event history for a contact (page views, form submissions, email events). |
| Get contact automation runs | Get the workflows a contact has entered, with status and progress. |
| List contact opportunities | List opportunities tied to a contact. |
| List contact fields | List the custom field definitions on contacts. |
| Get distinct field values | Return the distinct values seen for a given contact field. |
| Create contact ✓ | Create a new contact. |
| Create contact field ✓ | Create a new custom field on contacts or companies. |
| Upload CSV for contact import | Upload a CSV of contacts for bulk import. |
| Process CSV contact import ✓ | Process the uploaded CSV, creating contacts and optionally adding them to an audience or campaign. |
Companies
| Tool | Description |
|---|
| List company opportunities | List opportunities tied to a company. |
Opportunities
Opportunities are read-only in chat. They sync in from your CRM and can’t be modified from Conversion.
| Tool | Description |
|---|
| List opportunities | List or search opportunities. |
| Get opportunity | Get a single opportunity. |
| Count opportunities | Count opportunities matching a filter. |
| List opportunity contacts | List the contacts tied to a specific opportunity. |
Audiences
| Tool | Description |
|---|
| List audiences | List or search audiences. |
| Create audience ✓ | Create a new static or dynamic audience. |
| Update audience ✓ | Update an audience’s filter or type. |
| Add contacts to audience ✓ | Add specific contacts to a static audience. |
| Rename audience ✓ | Rename an existing audience. |
Emails
To build or edit email content (templates, blast bodies, workflow emails), Conversion AI creates an artifact.
| Tool | Description |
|---|
| Create email artifact | Create a preview for an email change (a template, blast, or workflow email) |
| Update email artifact | Revise a pending form preview |
| Get email | Get an email, including subject, body, sender, and validation status. |
| Get email metrics | Get send, open, click, and bounce metrics for an email. |
| List blast emails | List blast emails. |
| List workflow emails | List emails sent by workflows. |
| List email templates | List email templates. |
| List email recipients | List recipients for an email send, including delivery status. |
| Create blast email | Create a new blast in draft status. Nothing is sent; you still publish the blast yourself. |
| Rename email ✓ | Rename an existing email. |
| Tool | Description |
|---|
| Create form artifact | Create a preview for a form update. |
| Update form artifact | Revise a pending form preview. |
| Get form | Get a form. |
| List forms | List forms in the workspace. |
| List form submissions | List submissions for a specific form. |
| Rename form ✓ | Rename an existing form. |
Workflows
To build a workflow, Conversion AI creates an artifact. Existing workflows cannot be edited through chat; every workflow artifact creates a new workflow.
| Tool | Description |
|---|
| Create workflow artifact | Create a preview for a workflow change |
| Update workflow artifact | Revise a pending workflow preview. |
| Get workflow | Get a workflow, including its trigger and steps. |
| List workflows | List workflows in the workspace. |
| List workflow runs | List runs for a workflow. |
| Get workflow run | Get a single run, including which steps a contact reached. |
| Get workflow metrics | Get aggregate metrics for a workflow. |
| Rename workflow ✓ | Rename an existing workflow. |
Campaigns
| Tool | Description |
|---|
| List campaigns | List campaigns. |
| List campaign items | List the assets that belong to a campaign. |
| List campaign members | List the members of a campaign. |
| List campaign tokens | List the campaign tokens defined for the workspace. |
| List campaign types | List the available campaign types. |
| List campaign type statuses | List the member statuses for a campaign type. |
| Create campaign ✓ | Create a new campaign. |
| Create campaign type ✓ | Create a new campaign type. |
| Add campaign type status ✓ | Add a member status to a campaign type. |
| Update campaign type ✓ | Update an existing campaign type. |
| Create campaign token ✓ | Create a new reusable campaign token. |
| Update campaign token ✓ | Update a campaign token’s metadata. |
| Set campaign token value ✓ | Set the value of a token for a specific campaign. |
| Add campaign members ✓ | Add contacts as members of a campaign. |
| Update campaign member status ✓ | Update the status of a campaign member. |
| Rename campaign ✓ | Rename an existing campaign. |
| Duplicate campaign ✓ | Duplicate a campaign. |
Folders
| Tool | Description |
|---|
| List top-level folders | List top-level folders and campaigns in the workspace. |
| List folder items | List the items inside a folder or campaign. |
| Create folder ✓ | Create a sub-folder inside a campaign or another folder. |
| Move assets ✓ | Move assets into a folder or campaign. |
| Move assets to root ✓ | Move assets out of their folder and back to the root. |
| Rename folder ✓ | Rename a folder. |
Workspace
| Tool | Description |
|---|
| Get email settings | Read the workspace’s email send caps and settings. |
| Get business logo | Get the workspace’s logo. |
Syncing
| Tool | Description |
|---|
| List sync batches | List recent sync batches with your CRM or data warehouse. |
| List sync logs | List sync log entries. |
Files and sandbox
Tools for working with attached files, running code, and sharing results back in the chat. See Files and sandbox for what the sandbox can do.
| Tool | Description |
|---|
| Run command | Run a shell command in the sandbox. |
| Read file | Read a file from the sandbox filesystem. |
| Write file | Write a file to the sandbox filesystem. |
| Share files | Surface a generated file in the chat so you can view or download it. |
| Upload image to media library | Upload an image from the sandbox into the workspace’s media library so it can be used in emails and forms. |
Docs
| Tool | Description |
|---|
| Search Conversion docs | Search this product documentation site to look up product behavior (for example, supported Liquid syntax) before building something. |
