Capsule CRM
A prospect chats with your AI agent, shares their company name and email, and the agent creates a Capsule CRM record on the spot, linked to the right organisation, tagged by interest, and assigned to the correct rep. Your pipeline grows from conversations, not manual data entry.
Lead capture, contact updates, organisation lookups, and task reviews, your AI agent keeps Capsule CRM current so your sales team focuses on selling, not typing.
Capsule CRM
From first-touch lead capture to pre-meeting research, see how AI keeps Capsule CRM accurate and your sales team productive.
A visitor asks your AI Agent about pricing. During the conversation, they share their name, company, and work email. The agent calls Capsule's Create Party endpoint, creates a person record linked to the matching organisation, tags them as 'pricing-inquiry,' and assigns the record to the next available sales rep. The lead enters the pipeline fully attributed. Your rep follows up within the hour with complete context.
An account executive has a call with Acme Corp in 10 minutes. They message the agent: 'Brief me on Acme Corp.' The agent retrieves all employees linked to that Capsule organisation, pulls the latest activity entries showing recent emails and notes, and lists open tasks and opportunities tied to the account. The AE walks into the meeting fully prepared, no dashboard browsing required.
Your marketing team plans a webinar for SaaS companies in the US. They tell the agent the criteria. The agent runs a Capsule filter query with conditions for industry, country, and contact type, and returns a list of matching organisations and people with their email addresses. The marketing team has a targeted list in minutes instead of building filters manually in the CRM.
Capsule CRM
FAQs
When a prospect shares their details, the agent calls Capsule's Create Party endpoint with type set to 'person,' along with firstName, lastName, emailAddresses, phoneNumbers, and optional fields like jobTitle and tags. If the prospect mentions their company, the agent links the person to the matching Capsule organisation in the same API call.
Yes. The Create Party endpoint accepts an organisation object where you can specify the organisation by ID or name. If the organisation already exists in Capsule, the agent links the new person to it. If it does not exist, the agent can create the organisation first, then link the person record.
Tars uses a Personal Access Token generated from your Capsule CRM account preferences. The token inherits the permissions of the user who creates it. For full functionality, use a token from an admin account. You can revoke the token anytime from your Capsule settings to disconnect the integration.
No. The agent queries Capsule's REST API live during each conversation. Contact records, organisation details, task lists, and activity entries are fetched in real time and used only to serve the current interaction. Tars does not maintain a replica of your CRM data.
Yes. If a customer says their email changed, the agent calls Capsule's Update Party endpoint with the party ID and the modified emailAddresses array. Important: the update replaces the entire array, so the agent includes all existing email addresses plus the new one to avoid accidentally removing old entries.
The agent uses Capsule's Run Filter Query endpoint, which accepts structured filter conditions on any party field, including custom fields. You can combine multiple conditions (e.g., industry is 'SaaS' AND country is 'US') and specify sort order. Results are paginated and return full contact details.
Capsule's interface requires reps to log in, navigate to contacts, and manually create or update records. The Tars AI Agent captures contact information during live conversations and pushes it to Capsule automatically. Leads are created in real time, not after the call. Plus, the agent works on WhatsApp and web chat, reaching customers where they already are.
Yes. The agent calls Capsule's List Entries By Date endpoint, which returns notes, emails, and completed tasks in reverse chronological order. You can embed related data like the associated party, case, or opportunity. This gives your team a complete timeline of interactions before any follow-up call.
Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.
Privacy & Security
At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.
Email - sales@hellotars.com
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