How it works
How it works This AI agent manages your Streak CRM via WhatsApp. Send messages to create contacts, add boxes to pipelines, update stages, link contacts to boxes, and retrieve information, add and get tasks all through natural conversation. Setup steps Connect your Streak API credentials (Basic Auth) Configure WhatsApp Business integration Add your Streak pipeline keys to the workflow Test with a simple command like "create contact John Doe" Customization tips Add custom Streak fields to the AI's tool descriptions Modify pipeline stages to match your workflow Adjust AI prompts to recognize your team's terminology Enable additional Streak operations (comments, tasks, files) The agent worked perfectly when you give it access to streak API documentation, to attain even more complex tasks. An n8n automation workflow template by Shadrack.
Shadrack
web
free
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