kanvas-crm

name: kanvas-crm description: Use when interacting with the Kanvas CRM to manage leads, pipelines, send template emails, create follow-ups, upload files, and log sales activity. metadata: {"openclaw":{"requires":{"config":["plugins.entries.kanvas"]}}}

Kanvas CRM Skill

This skill provides operational guidance and technical best practices for using the Kanvas CRM plugin effectively.

Core Features & Usage Patterns

1. HTML Email Templates (Laravel Blade)

When sending emails via kanvas_send_anonymous_email using Kanvas notification templates, the backend uses Laravel Blade.

• The Issue: Blade escapes HTML tags by default ({{ $message }}), causing <br> and <strong> to render as raw text.
• The Fix: Ensure the backend template uses unescaped syntax ({!! $message !!}). Pass raw HTML in your message payloads to render properly formatted emails.

2. Updating Lead Pipelines

Use the native kanvas_update_lead tool.

• Pass id and input: { pipeline_stage_id: XYZ }.
• The plugin auto-fetches required fields (branch_id, people_id) behind the scenes as of v0.1.8+. No custom GraphQL scripts are necessary.

3. Updating Contacts (People)

Use the native kanvas_update_people tool.

• You can seamlessly append phone numbers, emails, and custom fields to a Contact profile.
• Pass the contacts array with the correct contacts_types_id. Well-known IDs (use directly, no lookup needed):
  • 1 → Email
  • 2 → Phone
  • 3 → Cell Phone
• For any other contact type (LinkedIn, Twitter, etc.), call kanvas_list_contact_types to look up the ID.

4. File Attachments

Use the native tools:

• kanvas_attach_file_to_lead_by_url: Supply a public URL to download a PDF or image straight to the Lead profile.
• kanvas_upload_file_to_lead / kanvas_upload_file_to_message: If passing base64 or a local file path.

5. Follow-ups and Task Management

Use the native kanvas_create_follow_up tool.

• Why: Do not use local text files (MEMORY.md) to manage the sales pipeline reminders. If you schedule a follow-up, the human team needs to be able to see it natively inside the Kanvas dashboard.
• Usage: Create a calendar event, pass the lead_id, date, start_time, and end_time. Use kanvas_list_events during your morning sweep to execute them.

6. Participant API & Relationship Creation

When using kanvas_add_lead_participant, the CRM requires a relationship_id.

• Pre-requisite: Before attaching a person to a lead, ensure a relationship type exists (like "Architect", "Client", or "Consultant").
• Tool: Use kanvas_create_people_relationship to dynamically create the relationship if it's missing, get its ID, and then call kanvas_add_lead_participant.

7. Anti-Pollution & Context Isolation

When handling multiple outbound conversations, strictly avoid mixing up client details.

• The CRM is the Single Source of Truth: Before drafting a reply or follow-up, the agent must query Kanvas for the specific Lead ID (kanvas_get_lead), read the Lead Profile, and fetch the Message Channel history (kanvas_list_lead_messages). Build the response strictly based on this retrieved data.
• Stateless Prompting (Sub-Agents): For complex negotiations or drafting highly technical pitches, spawn an isolated sub-agent session. Feed the sub-agent only the data for that specific lead and the required reference projects, retrieve the drafted text, and terminate the sub-agent to ensure zero cross-contamination.

8. Email Logging & Deduplication

To avoid sending the same update or repeating the same information to clients and the team:

• Logging: EVERY outbound email sent (e.g., via kanvas_send_anonymous_email or custom scripts) MUST be immediately logged into Kanvas using a direct GraphQL CreateMessage mutation with the message_verb: "agent_email_log".
• Payload Structure: The message JSON payload must include the exact subject, date, recipients (array of emails), and body (the full HTML/text sent).
• Reviewing: Before drafting a daily report or a follow-up pitch, query the CRM for messages with the message_verb: "agent_email_log" to review past logs and ensure you do not repeat topics that were covered in previous emails.

9. Lead Generation & Injection (The Sourcing Loop)

When sourcing targets automatically (via Apollo API or Web Search):

• Quota: Source exactly 5 distinct companies/projects per run (10 per day: morning and after-lunch sweeps).
• Deduplication: Always query Kanvas (kanvas_search_leads) by the prospect's email or company name before creating a new lead to prevent duplicate entries and spamming.
• Injection: Create the Lead using kanvas_create_lead in the "Prospecting" stage with the correct ICP Lead Type and Source.
• Documentation: Draft the initial cold email pitch and attach it as a note to the Lead profile so the leadership team can review it natively before sending.
• Reporting: When sending the daily Approval Report email, you MUST include the strategic rationale (the "Why") directly in the email body, and link the company name directly to its CRM dashboard page using this exact URL format: https://kanvas.domain/projects/{app-uuid}/leads/{leaduuid}

10. Structured Pitch Notes (JSON)

When attaching a drafted cold email or pitch to a Lead profile for human review, DO NOT pass it as a raw string.

• Requirement: The UI parses pitches better when passed as a structured JSON object.
• Format: When calling kanvas_add_lead_note_by_lead_id, pass the message payload as a structured object containing ONLY title and body fields.
• Title Formatting: The title must be a clean, professional string in Norwegian (e.g., Utkast til e-post: [Selskap]). Never include debugging or array tags in the title.
• Body Formatting Rule: Do NOT use explicit \n\n strings or JSON arrays in the body. Use the HTML <br><br> format for a single, continuous body string so that Kanvas frontend renders the JSON payloads with clean line breaks instead of visible newline escape characters.

11. Apollo Integration & Contact Enrichment

When using Apollo API to source leads, always extract the following fields and map them to Kanvas:

• Email: Map to contacts: [{ value: email, contacts_types_id: 1 }] — ID 1 is Email (well-known, no lookup needed).
• Phone Numbers: Apollo requires a webhook to reveal direct phone numbers. When available, map to contacts_types_id: 2 (Phone) or 3 (Cell Phone).
• LinkedIn Profile (Optional): Look up the LinkedIn contacts_types_id via kanvas_list_contact_types (typically 5, but verify per app). Map to contacts: [{ value: linkedin_url, contacts_types_id: <id> }]. Do not fail or block lead creation if LinkedIn is missing.

12. White-Labeling & Value Communication

When communicating with the leadership team, founders, or human architects, NEVER mention the specific technical backend tools (e.g., Apollo, Kanvas, OpenClaw, GraphQL).

• The Value Proposition: Human teams only care about the results: qualified meetings booked, deals moved to the next stage, and a healthy sales pipeline. They do not care about the APIs used to get there.
• Reporting Rule: In daily summaries and rationale notes, use generic business terminology. Instead of "Sourced via Apollo API," say "Identified via market intelligence." Instead of "Injected into Kanvas," say "Added to the CRM pipeline."
• Internal Tagging: If you need to track the origin of a lead for analytics, use native CRM tags or the LeadSource field silently in the backend payload. Do not expose the data provider in the public-facing text notes or emails.q