Forcemanager
for LuumenAI

ForceManager is a mobile-first CRM designed to enhance sales team productivity by providing real-time insights and streamlined management of customer interactions.

Operate Forcemanager from the same conversation as the hosts it runs on. Check jobs, queues, and interfaces without a second console; run diagnostic reports; and restart or update with the change previewed, approved, and logged.

The Forcemanager toolbox

20 tools: 8 read, 12 write. Reads answer instantly. Writes require approval by default. Everything is logged.

  • ReadGet ActivityRetrieves a single activity by its ID from ForceManager CRM.
  • ReadGet CompanyRetrieve a single company by its ID from ForceManager.
  • ReadGet Internal IDRetrieve ForceManager internal IDs mapping for a given externalId and entity type.
  • ReadGet ProductRetrieve a single product by its ID from ForceManager/Sage Sales Management.
  • ReadGet Sales Order LineRetrieves a single sales order line by ID from ForceManager.
  • ReadGet UserRetrieves a single ForceManager user by their ID, returning comprehensive user information including name, email, phone, active status, permission level, manager, branches, and more.
  • ReadGet ViewGet a single view by ID.
  • ReadList ViewsList saved view filters.
  • WriteDelete ActivityDelete an existing activity by ID. Approval by default
  • WriteDelete CompanyDelete a company by its ForceManager ID. Approval by default
  • WriteDelete ContactPermanently deletes a contact from ForceManager by its unique ID. Approval by default
  • WriteDelete Sales OrderDelete a sales order by ID using ForceManager REST API. Approval by default
  • WriteDelete Sales Order LineDelete a sales order line by ID. Approval by default
  • WriteDelete Master Data ValueDelete a master-data value (Z_ table) by ID using ForceManager REST API. Approval by default
  • WriteDelete ViewDelete a saved view (custom filter) by its ID. Approval by default
  • WriteUpdate ActivityUpdate an existing activity by ID. Approval by default
  • WriteUpdate CompanyUpdate Company Approval by default
  • WriteUpdate ProductUpdates an existing product by ID in ForceManager. Approval by default
  • WriteUpdate Sales OrderUpdate Sales Order Approval by default
  • WriteUpdate Sales Order LineUpdate sales order line by ID. Approval by default

Questions

How does LuumenAI connect to Forcemanager?

Authorize once with API token. Luumen lists the scopes each action needs before you approve the connection, and credentials never appear in the chat.

Can LuumenAI change things in Forcemanager on its own?

Read actions answer immediately. Anything that writes — delete activity, delete company, delete contact, delete sales order, and more — is shown as a plan and requires approval by default, including the 7 actions classified as destructive. Administrators configure that per tool, so you decide exactly which actions can ever run unattended.

Who gets access to the integration?

You decide. Actions are granted per agent, skill, and team, and per environment — production is not staging. Read access can be broad while writes stay narrow.

Is there an audit trail?

Every call to Forcemanager — read or write, approved or declined — is recorded with the actor, the input, and the result, and can be linked to the ticket or change record.

Put Forcemanager to work with Luumen

Connect in minutes. Every action scoped, approved, and audited from day one.