CRM Tools

import { getCustomerProfile } from '@hyperfold/actions-sdk';
 
// Get customer profile by ID
const customer = await getCustomerProfile('cust_xyz123');
 
// Returns:
{
  customer_id: 'cust_xyz123',
  email: 'john@example.com',
  name: 'John Doe',
 
  loyalty: {
    tier: 'gold',
    points: 2450,
    tier_expires: '2026-12-31',
    next_tier: 'platinum',
    points_to_next: 550,
  },
 
  purchase_history: {
    total_orders: 12,
    total_spent: 2450.00,
    avg_order_value: 204.17,
    first_order: '2024-03-15',
    last_order: '2025-12-10',
  },
 
  preferences: {
    favorite_categories: ['footwear', 'sportswear'],
    favorite_brands: ['AeroRun', 'Nike'],
    size_preferences: { shoes: '10', shirts: 'L' },
    communication: { email: true, sms: false },
  },
 
  segments: ['high_value', 'sports_enthusiast', 'discount_seeker'],
 
  // CRM integration data
  salesforce: {
    account_id: '001xxx',
    opportunity_count: 3,
    last_interaction: '2025-12-18',
  },
}
 
// Get with specific fields
const basic = await getCustomerProfile('cust_xyz123', {
  fields: ['name', 'loyalty', 'purchase_history'],
});
 
// Get by email
const byEmail = await getCustomerProfile({ email: 'john@example.com' });

import { getOrderHistory } from '@hyperfold/actions-sdk';
 
// Get customer's order history
const orders = await getOrderHistory('cust_xyz123');
 
// Returns:
{
  customer_id: 'cust_xyz123',
  total_orders: 12,
 
  orders: [
    {
      order_id: 'order_789',
      date: '2025-12-10T14:30:00Z',
      status: 'delivered',
      total: 162.00,
      items: [
        { product_id: 'prod_aero_x2', name: 'AeroRun X2', quantity: 1, price: 162.00 },
      ],
      payment_method: 'card_visa_4242',
      shipping_address: { city: 'San Francisco', state: 'CA' },
    },
    // ... more orders
  ],
 
  stats: {
    total_spent: 2450.00,
    avg_order_value: 204.17,
    orders_last_30_days: 2,
    orders_last_90_days: 5,
  },
 
  frequent_products: [
    { product_id: 'prod_aero_x2', times_purchased: 3 },
    { product_id: 'prod_socks_wp', times_purchased: 5 },
  ],
}
 
// Get with filters
const recent = await getOrderHistory('cust_xyz123', {
  limit: 5,
  since: '2025-01-01',
  status: 'delivered',
});
 
// Get orders for specific product
const productOrders = await getOrderHistory('cust_xyz123', {
  product_id: 'prod_aero_x2',
});

import {
  updateCustomerProfile,
  updateLoyaltyTier,
  addCustomerTag,
} from '@hyperfold/actions-sdk';
 
// Update customer profile
await updateCustomerProfile('cust_xyz123', {
  preferences: {
    size_preferences: { shoes: '10.5' },  // Updated shoe size
  },
});
 
// Update loyalty tier
await updateLoyaltyTier('cust_xyz123', {
  new_tier: 'platinum',
  reason: 'Reached 3000 points threshold',
  notify_customer: true,
});
 
// Add customer tags/segments
await addCustomerTag('cust_xyz123', 'vip_2025');
await addCustomerTag('cust_xyz123', 'early_adopter');
 
// Record customer interaction
import { recordInteraction } from '@hyperfold/actions-sdk';
 
await recordInteraction('cust_xyz123', {
  type: 'negotiation',
  channel: 'agent',
  outcome: 'purchase',
  value: 162.00,
  notes: 'Negotiated 10% Gold discount on AeroRun X2',
  agent_id: 'sales-bot-01',
});
 
// Sync to Salesforce
import { syncToSalesforce } from '@hyperfold/actions-sdk';
 
await syncToSalesforce('cust_xyz123', {
  update_account: true,
  create_activity: true,
  activity_type: 'Agent Purchase',
});

import {
  sendEmail,
  sendSMS,
  postToSlack,
} from '@hyperfold/actions-sdk';
 
// Send transactional email
await sendEmail({
  to: 'customer@example.com',
  template: 'order_confirmation',
  data: {
    order_id: 'order_789',
    items: [{ name: 'AeroRun X2', price: 162.00 }],
    total: 162.00,
    tracking_url: 'https://...',
  },
});
 
// Send SMS notification
await sendSMS({
  to: '+14155551234',
  template: 'shipping_update',
  data: {
    order_id: 'order_789',
    status: 'Out for delivery',
    eta: '2:00 PM - 6:00 PM',
  },
});
 
// Post to Slack (internal notifications)
await postToSlack({
  channel: '#sales-wins',
  message: '🎉 New conversion! $162 from Gold member',
  blocks: [
    {
      type: 'section',
      text: {
        type: 'mrkdwn',
        text: '*New Sale*\nCustomer: John Doe (Gold)\nProduct: AeroRun X2\nPrice: $162 (10% discount)',
      },
    },
  ],
});
 
// Send alert for high-value transactions
import { sendAlert } from '@hyperfold/actions-sdk';
 
await sendAlert({
  severity: 'info',
  title: 'High-value negotiation',
  message: 'Customer negotiating $500+ purchase',
  channels: ['slack', 'email'],
  recipients: ['sales-manager@company.com'],
});

import {
  HyperfoldAgent,
  OnACPEvent,
  getCustomerProfile,
  getOrderHistory,
  sendEmail,
  recordInteraction,
} from '@hyperfold/actions-sdk';
 
@HyperfoldAgent({ name: 'crm-aware-agent', type: 'negotiator' })
export class CRMAwareAgent {
 
  @OnACPEvent('quote')
  async handleQuote(productId: string, offer: number, context: BuyerContext) {
    // Load full customer profile
    const customer = await getCustomerProfile(context.customer_id);
 
    // Check purchase history for this product
    const history = await getOrderHistory(context.customer_id, {
      product_id: productId,
    });
 
    // Personalize response based on history
    if (history.orders.length > 0) {
      // Returning customer for this product
      const lastPurchase = history.orders[0];
      const daysSinceLastPurchase = this.daysBetween(lastPurchase.date, new Date());
 
      if (daysSinceLastPurchase < 30) {
        // Recent purchase - might be a replacement
        return {
          status: 'info',
          message: `I see you purchased this item ${daysSinceLastPurchase} days ago. Is there an issue with your order?`,
          support_link: '/support',
        };
      }
    }
 
    // Calculate personalized pricing
    const pricing = await this.calculatePrice(productId, {
      tier: customer.loyalty.tier,
      lifetime_value: customer.purchase_history.total_spent,
      favorite_brand: customer.preferences.favorite_brands.includes('AeroRun'),
    });
 
    // Record this interaction
    await recordInteraction(context.customer_id, {
      type: 'quote_request',
      product_id: productId,
      offered_price: pricing.suggested,
      buyer_offer: offer,
    });
 
    return {
      status: 'quote',
      price: pricing.suggested,
      personalization: `As a ${customer.loyalty.tier} member with ${customer.purchase_history.total_orders} orders, you qualify for our best pricing.`,
    };
  }
}