Dashx

List Conversations

Lists customer conversations across channels (chat, WhatsApp, email, SMS). Filter by channel/sub_channel and more. Scoped to the caller's permissions.

List Issues

Lists issues or tickets. Scoped to the caller's permissions.

Aggregate Issues

Returns the total COUNT of issues/tickets matching a filter (same filter shape as list_issues). Use it to get the total for pagination, then page the rows with list_issues (limit + page). Scoped to the caller's permissions.

Aggregate Conversations

Returns the total COUNT of conversations matching a filter (same filter shape as list_conversations). Use it to get the total for pagination - e.g. how many WhatsApp conversations match - then page through the rows with list_conversations (limit + page). Scoped to the caller's permissions.

List Messages

Lists individual messages (the chat transcript). Pass filter {"conversationId": "<uuid>"} to read one conversation's messages. Scoped to the caller's permissions.

Aggregate Messages

Returns the total COUNT of messages matching a filter (same filter shape as list_messages; pass conversationId to count one conversation's messages). Use it to get the total for pagination, then page the rows with list_messages (limit + page). Scoped to the caller's permissions.

List Groups

Lists groups (teams / queues that issues and conversations can be assigned to). Scoped to the caller's workspace.

List Environments

Lists the workspace's environments (e.g. production, staging). Useful for resolving environment names/ids. Scoped to the caller's workspace.

List Issue Statuses

Lists issue statuses (the label/kind lookup for an issue's issueStatusId, e.g. Open/In Progress/Completed). Scoped to the caller's workspace.

List Issue Types

Lists issue types (the label lookup for an issue's issueTypeId). Use to resolve type UUIDs to names. Scoped to the caller's workspace.

Analyze Records

Aggregate counts and trends over a record type (fast, ClickHouse). Pick a resource, optionally filter (same filter shape as the list tools), and group by up to 3 dimensions - resource columns and/or a time bucket (day/week/month). Returns rows of the grouped dimensions plus a count. Use for 'how many' / 'breakdown' / 'trend' questions; use the list_* tools to fetch the actual records.

Get View

Read the structure of the view the user is looking at. Returns `format` ("blocks" for engine documents, "legacy" otherwise) and a `blocks` tree of `{id, type, identifier, children}` - the ids `patch_view` addresses blocks by. Rules: - Call this BEFORE `patch_view`, every time; ids cannot be guessed, and a `custom::...` value is a view URN, not a block id. - Properties are omitted by default because a page-sized view is far too large to return in full. Pass `block_id` to focus on one subtree and

Patch View

Edit the view the user is looking at by applying block operations, addressing blocks by their `id` (from get_view). Returns the updated document. This does NOT save - the user sees a live preview and chooses save or discard, so make the change and briefly say what you did. Rules: - Call get_view FIRST to read the real block ids; never guess them. Values like `custom::...` are view URNs, not block ids. - Provide ONLY `operations`. Do NOT include the `document` - it is supplied automatically, so e