Gleap AI agents can work in Nutshell through Composio, for small businesses that manage contacts and pipelines in Nutshell and support customers in Gleap. A custom agent can find the contact and lead behind a Gleap ticket, add notes and log activities, so your sales team sees what customers report.
What a Gleap agent can do in Nutshell
- Contact and account lookup: List Contacts and Get Contact find the person from a Gleap ticket, with the account and custom fields you keep in Nutshell.
- Lead status at a glance: Get Lead shows whether the customer’s company has an open lead and where it stands in your pipeline.
- Notes sales will read: Create Notes adds a note to the contact or lead, such as a summary of a bug the customer hit during onboarding.
- Follow-up activities: Create Activities schedules a call or meeting for the lead’s owner when a customer should hear from sales.
- Watching important leads: Watch Lead lets a teammate follow a lead in Nutshell after a customer reports a serious issue.
Example: an onboarding problem before the contract is signed
A company in a paid pilot reports through the Gleap widget that their data import keeps timing out. A teammate asks the agent on the Gleap ticket to brief sales. The agent finds the contact and the open lead in Nutshell, adds a note with the error and the steps from the Gleap report and schedules a call activity for the lead owner. Support keeps working on the import, and the owner decides what to say about the pilot.
How to connect Nutshell
- In Gleap, open AI & Automation, then Agents, and select the custom agent that should use Nutshell, or click Create agent.
- Under Tools, click Add tool, search for “Nutshell” and select it.
- Enter the Nutshell credentials the form asks for, then click Connect Nutshell.
- Open the Nutshell tool and switch off every action the agent should not use, such as the delete actions, Update Lead Status or JSON Patch.
- Publish the agent and test it in chat before you turn on a trigger.
Custom agents are on the Team, Pro and Enterprise plans. Kai Support can use connected apps as tools on Team, Pro and Enterprise.
FAQ
Does Gleap integrate with Nutshell?
Yes. Gleap AI agents use Nutshell through Composio’s Nutshell toolkit, which connects with basic authentication. The agent calls Nutshell while it runs; contacts are not synced between Nutshell and Gleap.
What can a Gleap AI agent do in Nutshell?
It can list and read contacts, accounts, leads, activities, notes, tasks, products, quotes and invoices, create contacts, accounts, leads, notes, activities and tags, update leads and their status, and delete or restore records. Keep status changes and deletes with your sales team.
Which Gleap plan includes the Nutshell integration?
Custom agents that use Nutshell come with the Team, Pro and Enterprise plans, and Kai Support can use connected apps as tools in its customer conversations on Team, Pro and Enterprise. The Nutshell user you connect with limits what the agent sees. AI usage is billed separately; see pricing.
Can the agent report on the pipeline?
It can read Nutshell’s leads report and list leads by stage, so a scheduled agent can summarize how many open leads had support issues this month when it also has the Gleap tool. The numbers come from your data in both tools, and your team decides what to do with them.
