remove_account
Permanently remove an account (member) from the GoDial organization. This action is **irreversible** — the member will lose access and all associated data may be removed. Use the **List Accounts** tool first to find the account ID.
list_teams
Retrieve all teams in the GoDial organization. Teams are used to organize agents and sub-managers. Use this to discover available team IDs before adding members.
list_accounts
Retrieve all accounts (members) in the GoDial organization. Returns account details including names, roles, and IDs. Useful for auditing team members or finding a specific account ID for management operations.
list_lists
Retrieve all calling lists in the GoDial account. Lists are the primary organizational unit for contacts — every contact belongs to a list. Use this to discover available lists and their IDs before adding contacts or retrieving contacts from a specific list.
list_contacts
Retrieve all contacts within a specific calling list. Returns contact details including name, phone, email, company, notes, and assignment information. Use the **List Calling Lists** tool first to get the list ID if you don't already have one.
add_contact
Create a new contact (lead) in a GoDial calling list. The contact will be added to the specified list and can be assigned to agents based on the assignment mode. Use the **List Calling Lists** tool to get the target list ID.
add_member
Add a new team member (agent or sub-manager) to GoDial. Members are assigned to one or more teams and given a role. **Sub Managers** can access the Web Dashboard and manage their team. **Agents** can only access the Team app for dialing. Use the **List Teams** tool to get available team IDs.
Slack: connect with bot OAuth or user OAuth. Send, update, delete, and schedule messages; list and cancel scheduled messages; open DMs and group DMs; manage conversations, members, files, reactions, pins, bookmarks, reminders, user groups, and user status; search messages and files with user scopes; and retrieve user, conversation, and workspace info.
Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Subscribe to webhooks for list and library change notifications. Retrieve site properties and search for sites across Microsoft 365.
Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.
Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.
Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.
Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.
Manage outbound calling operations, contacts, and leads through a mobile-first auto dialer and CRM platform. Create and organize contacts into calling lists, manage teams and agents, and trigger automated call workflows. Supports webhook events for call completion and contact updates to sync with external systems. Integrates with WhatsApp Business API for messaging follow-ups.
Common questions about connecting Godial to AI agents with Metorial.
