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Ledo Agentic Commands

Ledo can execute actions on your behalf through natural language commands. These commands work in both the Chat interface and via SMS, giving you full CRM control from anywhere.

Available Actions

Ledo supports 10 agentic actions organized into three categories:

Lead Actions

Task Actions

Deal Actions

Using Commands via Chat

Access Ledo chat from:

Dashboard - Click "Ask Ledo" card
Any Page - Click the Ledo button in the bottom-right corner
Shopify Admin - Embedded chat in the Shopify app

Chat Command Examples

Lead Commands:


"Update Ted Rubin to In Progress"
"Add a note to Sarah: Interested in premium tier"
"Tag John Smith as Hot Lead"
"Add the follow-up tag to Jane Doe"

Task Commands:


"Create a task to call Steve at 3pm tomorrow"
"Remind me to send the proposal by Friday"
"Add task: Review contract for Acme Corp"
"Create high-priority task to follow up with Jane"

Deal Commands:


"Create a deal for John Smith worth $50,000 in Sales Pipeline"
"Create a deal called Acme Contract for Jane Doe"
"Move the Smith deal to Negotiation stage"
"Move Acme Corp deal to Closed Won"
"Add Mike Johnson as a stakeholder on the Acme deal"
"Update the Acme deal value to $75,000"
"Mark the Smith deal as won"
"Close the Johnson deal as lost - went with competitor"

Chat Tips

Use names - Ledo matches lead and deal names fuzzy (partial matches work)
Be natural - "Tomorrow at 3pm" works better than "2025-01-15 15:00:00"
Chain actions - Ask about a lead, then update it in the same conversation
Confirm success - Ledo shows a confirmation message when actions complete

Using Commands via SMS

All 10 agentic commands are available via SMS. Text your commands to your LeadMachine number.

SMS Command Examples

Lead Commands:


Update John to Qualified
Add VIP tag to Jane
Add note to Steve: Great discovery call

Task Commands:


Add task: Call Steve at 3pm
Remind me to email John tomorrow
Task: Send proposal to Acme Corp

Deal Commands:


Create deal for John worth 50k
Move Acme deal to Proposal
Mark Acme deal as won
Add Jane as decision maker on Acme deal
Update Acme deal to 75000
Close Smith deal as lost - budget cut

SMS Quick Actions

In addition to natural language commands, SMS supports these shortcuts:

SMS System Commands

Action	Description	Example Command
--------	-------------	-----------------
Update Lead	Change lead status or contact info	"Update John Smith to Qualified"
Add Note	Add a note to a lead's timeline	"Add note to John: Had great call today"
Add Tag	Tag a lead for organization	"Add VIP tag to Jane Doe"
Action	Description	Example Command
--------	-------------	-----------------
Create Task	Create a task with optional due date	"Create task to call Steve tomorrow at 3pm"
Action	Description	Example Command
--------	-------------	-----------------
Create Deal	Create a new deal in a pipeline	"Create deal for John Smith worth $50k"
Move Deal Stage	Move a deal to a different stage	"Move the Acme deal to Proposal"
Add Lead to Deal	Associate a lead with a deal	"Add Jane as decision maker on Acme deal"
Update Deal	Update deal value or details	"Update Acme deal value to $75,000"
Close Deal Won	Mark a deal as won	"Mark Acme deal as won - great pricing"
Close Deal Lost	Mark a deal as lost	"Mark Acme deal as lost - budget cut"
Shortcut	What It Does
----------	--------------
`#tagname`	Tag your most recent lead with that tag
`TAG marketing`	Tag your most recent lead with "marketing"
Reply `1-5`	After a lead notification, update status by number
Send a contact	Import a vCard as a new lead
Command	What It Does
---------	--------------
`HELP` or `?`	Show available commands
`STOP`	Unsubscribe from SMS notifications
`START`	Re-subscribe to SMS notifications

Action Details

Update Lead

Update a lead's status or contact information.

Parameters:

lead_name or lead_id - Which lead to update (required)
status - New status (new, contacted, qualified, proposal, won, lost)
first_name, last_name, email, phone, company - Contact fields

Examples:


"Update John Smith to qualified"
"Change Sarah's status to proposal"
"Mark Mike Johnson as won"

Add Note

Add a note to a lead's activity timeline.

Parameters:

lead_name or lead_id - Which lead (required)
body - The note content (required)

Examples:


"Add note to John: Had a great call, interested in premium plan"
"Note on Sarah Smith: Meeting scheduled for next Tuesday"
"Add a note to Mike: Requested pricing information"

Add Tag

Add a tag to a lead. Creates the tag if it doesn't exist.

Parameters:

lead_name or lead_id - Which lead (required)
tag_name - The tag to add (required)

Examples:


"Add VIP tag to John Smith"
"Tag Sarah as Hot Lead"
"Add the follow-up tag to Mike Johnson"

Create Task

Create a task with optional due date, priority, and lead association.

Parameters:

title - Task description (required)
lead_name - Associate with a lead (optional)
due_date - When it's due: "tomorrow", "next Monday", "in 3 days", or YYYY-MM-DD
priority - low, normal, or high

Examples:


"Create task to call John Smith tomorrow"
"Remind me to send the proposal by Friday"
"Add high-priority task to review the Acme contract"
"Create task: Follow up with Sarah next week"

Create Deal

Create a new deal in a pipeline.

Parameters:

name - Deal name (required)
pipeline - Pipeline name (defaults to company default)
lead_name - Primary lead to associate
value - Deal value in dollars
stage - Starting stage (defaults to first stage)

Examples:


"Create deal for John Smith worth $50,000"
"Create a deal called Acme Contract in the Sales Pipeline"
"Create deal for Jane Doe worth 25k in Upsell Pipeline"

Move Deal Stage

Move an existing deal to a different stage in its pipeline.

Parameters:

deal_name or deal_id - Which deal (required)
stage - Target stage name (required)

Examples:


"Move the Acme deal to Proposal"
"Move Smith contract to Negotiation"
"Move the Johnson deal to Closed Won"

Add Lead to Deal

Associate a lead with an existing deal, optionally with a role.

Parameters:

deal_name or deal_id - Which deal (required)
lead_name or lead_id - Which lead (required)
role - Lead's role: primary, contact, decision_maker, influencer, stakeholder

Examples:


"Add Jane Smith to the Acme deal"
"Add Mike Johnson as decision maker on the Smith contract"
"Add Sarah as a stakeholder on the Acme deal"

Update Deal

Update an existing deal's value or details.

Parameters:

deal_name or deal_id - Which deal (required)
value - New deal value
name - New deal name
expected_close_date - When deal is expected to close
description - Deal description

Examples:


"Update Acme deal value to $75,000"
"Change the Smith deal to $100k"
"Update Acme contract expected close to next month"

Close Deal Won

Mark a deal as won with an optional reason.

Parameters:

deal_name or deal_id - Which deal (required)
won_reason - Why the deal was won (optional)

Examples:


"Mark the Acme deal as won"
"Close Smith contract as won - competitive pricing"
"Mark Johnson deal as won - great relationship"

Close Deal Lost

Mark a deal as lost with an optional reason.

Parameters:

deal_name or deal_id - Which deal (required)
lost_reason - Why the deal was lost (optional)

Examples:


"Mark Acme deal as lost"
"Close Smith deal as lost - budget constraints"
"Mark the Johnson deal as lost - went with competitor"

Troubleshooting

"Could not find the lead"

Check the spelling of the lead's name
Use more of the name (first and last)
The lead may have been archived

"Could not find the deal"

Check the deal name spelling
Make sure the deal is still open (not already closed)
Try using a more specific name

"No pipeline found"

Your company needs at least one pipeline set up
Go to Deal Settings to create a pipeline

SMS not working

Make sure you've opted in to SMS (text START)
Check that your phone number is on file in your profile
Verify SMS is enabled in your notification settings

Frequently Asked Questions

Agentic commands let you control your CRM through natural language. Instead of clicking through menus, tell Ledo what to do: "Create a deal for John worth $50k" or "Move the Acme deal to Proposal stage."

Yes! All 10 Ledo actions work via SMS text message. Text commands like "Create deal for John worth 50k" or "Mark Acme deal as won" to your LeadMachine number.

Ledo supports 10 actions: update lead, add note, add tag, create task, create deal, move deal stage, add lead to deal, update deal, close deal won, and close deal lost.

Ledo uses AI to parse natural language. You can say "Tag John as VIP" or "Add the VIP tag to John Smith" - both work. Ledo matches names fuzzy so partial matches are okay.

Documentation

Need Help?

Ledo Agentic Commands

Available Actions

Lead Actions

Task Actions

Deal Actions

Using Commands via Chat

Chat Command Examples

Chat Tips

Using Commands via SMS

SMS Command Examples

SMS Quick Actions

SMS System Commands

Action Details

Update Lead

Add Note

Add Tag

Create Task

Create Deal

Move Deal Stage

Add Lead to Deal

Update Deal

Close Deal Won

Close Deal Lost

Troubleshooting

"Could not find the lead"

"Could not find the deal"

"No pipeline found"

SMS not working

Related Documentation

Frequently Asked Questions

What are Ledo Agentic Commands?

Can I use Ledo commands via SMS?

What actions can Ledo perform?

How does Ledo understand my commands?