Smart intake

Smart intake uses an LLM to parse free-form text (CSV rows, pasted lists, copied tables) into structured account and contact records. The workflow has two steps: preview then commit.

Preview

Submit raw text and receive a parsed preview with one row per detected contact.

pointed smart-intake preview \
  --raw-input "Acme Corp, Jane Doe, jane@acme.com
Globex Inc, John Smith, john@globex.io"

Optionally attach a story template so created accounts are auto-enrolled:

pointed smart-intake preview \
  --raw-input "Acme Corp, Jane Doe, jane@acme.com" \
  --story-template-id <templateId>

The response includes a sessionId and a rows array. Each row shows the parsed account name, contact name, contact email, and a status indicating whether it will create new records or match existing ones.

Commit

After reviewing the preview, commit the session. Supply a resolution for every row.

pointed smart-intake commit \
  --session-id <sessionId> \
  --resolutions '[{"rowIndex":0,"action":"commit"},{"rowIndex":1,"action":"skip"}]'

Or pass resolutions from a file:

pointed smart-intake commit \
  --session-id <sessionId> \
  --input-file resolutions.json

Resolution actions

Action	Description
`commit`	Create the account and contact as parsed.
`skip`	Skip this row entirely.
`reroute`	Assign the contact to a different account. Requires `targetAccountId`.
`reuse_existing`	Link to the existing matched contact instead of creating a new one.
`route_to_personal_bucket`	Route the contact to a personal bucket account.
`allow_cross_account_duplicate`	Allow a contact that exists on another account.

Reroute example

[
  { "rowIndex": 0, "action": "commit" },
  { "rowIndex": 1, "action": "reroute", "targetAccountId": "<accountId>" }
]

Idempotency

Each preview request requires an idempotencyKey. The CLI generates one automatically if you omit --idempotency-key. Reusing the same key returns the cached preview instead of re-running the LLM.

Get started

Reference

Support

Preview

Commit

Resolution actions

Reroute example

Idempotency

​Preview

​Commit

​Resolution actions

​Reroute example

​Idempotency

Preview

Commit

Resolution actions

Reroute example

Idempotency