ToolsSequences

Get person interaction history

Full interaction history for one person - events, outreach, planned sends, and messages - plus active_enrollments: their live sequence positions with the next step due (empty list = definitively not enrolled).

Tool: get_person_interaction_history

Look up by person_id, by name for a fuzzy match, or by LinkedIn profile URL.

Parameters

ParamTypeRequiredDescription
person_idstring (slug or UUID)noThe person. One of person_id / name / linkedin_url is required.
namestringnoOR look up by full/partial name (case-insensitive). Unique match → full history; multiple matches → candidates[] to pick from; none → not_found.
linkedin_urlstringnoOR look up by LinkedIn profile URL - matches the existing person; someone not yet in the address book is created, enriched (best-effort), and filed into today's misc lead group. A URL pasted into person_id is treated the same way. Alias: url.

history[] interleaves history_event rows (discoveries, outreach, planned sends) with inbox message rows, newest first.

active_enrollments[] is the person's live funnel position - sequence, status, current step, and next_due_at - with a matching signals line. An empty list is an explicit 'not enrolled'; never infer enrollment from the history timeline alone.

Sample request — success

{
  "person_id": "priya-sharma-0003"
}

Sample request — by name

{
  "name": "marco"
}

Sample request — by name candidates

{
  "name": "a"
}

On this page