Can I limit what my agent is allowed to do with the CRM Smart API?

Yes. Write a rule that allows only the operations the agent needs, such as listing and creating clients and orders, so it can handle sales intake without deleting contracts or editing stock. Destructive operations like deleting a client or a contract are not included unless you add them, and every call the agent makes is logged.

What authentication does the CRM Smart API use?

The CRM Smart API authenticates with a JSON Web Token held in an httpOnly cookie named `token`, which you obtain by logging in, per its OpenAPI spec. Through Jentic the token is stored encrypted by your own instance and injected at call time, so it never appears in the agent's prompt or logs.

Can I import clients in bulk with the CRM Smart API?

Yes. There is a bulk client import operation that creates a batch of clients in a single call, which is how you migrate an existing customer list rather than creating each client one at a time. The imported clients then carry the contracts and orders you create against them.

Can I link SIM cards and IMEIs to an order with the CRM Smart API?

Yes. After placing an order you call the operations that link SIM cards and IMEIs from stock to that order, and you can look up stock quantities by operator and by model to pick available devices. This keeps the order and its assigned devices in one system.

How do I capture a sale through Jentic?

Import the CRM Smart API from the Jentic API Directory, then have your agent issue a request such as 'create a client, open a contract, and place an order'. Jentic matches the intent to the create-client, create-contract, and create-order operations and returns their input schema so the agent fills the right fields, with your stored token injected at call time. To run it on your own infrastructure, install Jentic One from its GitHub repo.