<aside> 🎯 In this guide, you will learn how to create an agent that can generate high level summaries of past interactions with a prospect/customer by looking at all past interactions available in your CRM through the CRM’s API.

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Step 1: Introduction

We want to create an agent that can use Pipedrive API to get all relevant info related to an account and generate a high level summary for Sales before reopening the discussion.

The user flow will look something like this:

1. In Dust, the user calls the agent with a company name
2. The agent calls the Dust app that searches in pipedrive to see if we have an entry under this name
3. If more than one company id is found (ex: two companies have similar names), the agent gives the list to the user and ask to pick one
4. Once one ID has been selected, the app will retrieve all relevant docs (emails, notes, events) stored in Pipedrive and feed it to the agent to generate the summary

Step 2: Create the Dust app

<aside> ⚠️ You need builder or admin rights for this step.

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We’ll create a Dust app that extract company name and/or ID from the conversation and performs API calls based on it.

Note: in this example, we use Pipedrive but the same approach can work with other CRMs.

1/ Define the dataset the app will use as input

In this case, we’ll be extracting the ID and/or Name of a company to run the app.

2/ Build the app

Replace the following with your information:

• YOUR_ORGANIZATION_NAME
• YOUR_API_TOKEN (where can I find my Pipedrive API token)