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v1.2.0 — Agent handoff, CRM write-back, Sheets upsert + MCP server

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@sathyaprakash000 sathyaprakash000 released this 10 Jun 15:09
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✨ AI agents that run the front of your CRM

  • Google Sheets upsert — agents find a contact's existing row by a key column (e.g. phone) and update only the named columns, or add a new row if none exists. No duplicate rows, no row-number/column tracking.
  • CRM write-back — agents can save the contact's name, add tags, and set custom fields inside ForgeChat (gated by an "Update CRM" toggle).
  • Human handoff — an escalate_to_human tool + handoff keywords + round-robin assignment to your team, a per-conversation pause (the bot goes silent), and a take-over toggle in the chat header. Manual "return to bot".
  • Auto-summary on close — when a conversation goes idle, the agent writes a final summary to your sheet/CRM (so a row reflects the whole chat, not just the first line).
  • "New conversations only" trigger — the agent engages only a contact's first-ever message (new leads) and never butts into existing chats.

🔌 Build agents from Claude (MCP)

  • MCP agent-builder server (stdio + remote HTTP) — create and configure agents by chatting with Claude.
  • New read_sheet_values tool (read the real header row) and the upsert Sheets op exposed over MCP.
  • Setup guide added to the README + SKILL.md Phase 4.