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Gmail Lead Desk

Gmail 线索台 — 通过 AISA 网关的独立销售/客服 Gmail 技能：OAuth 连接、扫描未读线索、摘要会话、起草模板回复（默认...

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Gmail Lead Desk (gmail-lead-desk) 📧

Gmail Lead Desk — standalone sales and customer-support Gmail workflows via the AISA gateway.

One skill: connect Gmail, run whitelisted tools, triage inbox, draft replies, archive deals — no other skill required.

Quick start

export AISA_API_KEY="your-key"   # get at https://aisa.one

Pre-flight checks (do first, stop if fails):

  1. AISA_API_KEY is set — if not, ask the user to set it before any API call.
  2. user_id is known — use the Gmail address the user provides. If not yet known, ask: "What Gmail address should I use as your identity?"
  3. Gmail is ACTIVE — run Workflow 0 if connected_account_id is missing or not ACTIVE.
  • Base URL: https://api.aisa.one
  • Auth: Authorization: Bearer $AISA_API_KEY
  • Windows: use curl.exe

OAuth and tools/execute: references/connect_and_execute.md

When to use

  • Connect or reconnect Gmail via OAuth
  • Scan unread leads needing follow-up
  • Summarize inquiry/support threads (CRM format)
  • Draft replies from sales templates (default: do not send)
  • Archive won deals with labels
  • User mentions: unanswered, follow-up, inquiry, quote, draft, archive, lead, connect Gmail

When NOT to use

  • Non-Gmail apps (Slack, GitHub, etc.) — out of scope
  • Proactive new-mail automation — not MVP; see references/workflows.md § Future
  • Bulk permanent delete, filter creation — disabled unless user explicitly requests

Intent → Workflow Quick Reference

| User intent | Workflow | Reference | |-------------|----------|-----------| | Connect Gmail / OAuth / authorize | 0 Connect Gmail | references/connect_and_execute.md | | Unanswered / follow-up / unread | A Unread lead scan | references/workflows.md § A | | Summarize / summary / summarize thread | B Thread summary | references/workflows.md § B | | Reply for me / draft reply / write email | C Draft (no send) | references/workflows.md § C | | Confirm send / send now | C-send Send after confirm | references/workflows.md § C-send | | Archive / deal closed | D Label and archive | references/workflows.md § D |

Run Workflow 0 first if Gmail is not connected (ACTIVE connected_account_id).

Workflow 0 — Connect Gmail (summary)

  1. GET /auth_configs?toolkit_slug=gmail → auth_config_id
  2. GET /connected_accounts?toolkit_slugs=gmail&user_ids={user_id} — reuse ACTIVE if present
  3. Else confirm, then POST /connected_accounts/link → user opens redirect_url
  4. Poll every 3–5 s until status is ACTIVE; save connected_account_id
    • Timeout after ~2 min (24 polls): stop polling, tell user "OAuth not completed — please try again or check the browser tab."
    • DISCONNECTED / REVOKED: re-run from step 3.

Full steps: references/connect_and_execute.md

Core Workflows (summary)

A — Unread lead scan

  1. Resolve connected_account_id (Workflow 0).
  2. GMAIL_FETCH_EMAILS with sales default query — see workflows.md.
  3. Table: Sender | Subject | Days waiting | thread_id | Suggested action.
  4. Do not send at end of this workflow.

B — Thread summary (CRM-ready)

  1. GMAIL_FETCH_MESSAGE_BY_THREAD_ID; sort by internalDate.
  2. Fixed sections: customer, need, budget/timeline, next action, attachments (unverified when inferred).

C — Template draft (default: no send)

  1. Load thread (B); confirm recipient, tone, quote/link.
  2. GMAIL_REPLY_TO_THREAD or GMAIL_CREATE_EMAIL_DRAFT; empty subject when thread_id set.
  3. Return draft_id + preview.

C-send — Send only on explicit request

  • User says send / confirm send / send now.
  • Show full To/Cc/subject/body; confirm; then GMAIL_SEND_DRAFT or GMAIL_SEND_EMAIL.

D — Archive and label

  1. GMAIL_LIST_LABELS → Label_* IDs only.
  2. GMAIL_CREATE_LABEL if needed (confirm).
  3. Sample ≤5 messageIds + count → GMAIL_BATCH_MODIFY_MESSAGES.

Never guess tool_slug. Whitelist: references/tool_whitelist.md.

Safety

| Action | Rule | |--------|------| | Default after A/B/C | Draft only — no auto-send | | OAuth link / create auth config | Confirm with user | | Create draft | Confirm recipient and thread | | Send | Explicit user request + show To/Cc | | Batch label/archive | ≤5 sample IDs + total count | | Batch delete / filters | Refuse in MVP unless explicit cleanup request | | Privacy | No uploading full mailbox externally; attachments need consent | | Rate limits | Concurrency ≤10; backoff on 429 |

Gmail pitfalls: references/gmail_gotchas.md.

Reference routing

| Need | File | |------|------| | API key, OAuth, execute | references/connect_and_execute.md | | Sales workflows A–D | references/workflows.md | | message_id, labels, drafts | references/gmail_gotchas.md | | Allowed tool slugs | references/tool_whitelist.md |

Lookup order: intent → Workflow 0 if needed → workflows.md → tool_whitelist.md → GET /tools/{tool_slug} → POST /tools/execute/{tool_slug}.

Troubleshooting

| Symptom | Action | |---------|--------| | AISA_API_KEY not set | Ask user to run export AISA_API_KEY="..." before any API call | | user_id unknown | Ask "What Gmail address should I use as your identity?" | | No Gmail connection | Workflow 0 in connect_and_execute.md | | OAuth poll timeout (>2 min) | Tell user to check browser tab; re-run Workflow 0 step 3 | | Invalid id value | See gmail_gotchas.md | | Label not applied | Used display name — GMAIL_LIST_LABELS for id | | New thread on reply | Subject set on draft — leave subject empty | | successful: false | connect_and_execute.md §4 + re-fetch tool schema | | Deprecated GMAIL_LIST_MESSAGES | Use GMAIL_FETCH_EMAILS |