Create work engagement
Tool ID: kohlercode_crm_work_engagement_create
Summary
Creates a new work engagement for your company. It starts in the request stage. Requires your explicit confirmation.
When to use it
- New request — Ask KohlerCode for work with a clear title and description.
- Kick off a project — Capture scope before planning begins.
What you need
| Requirement | Required? |
|---|---|
| Metraclick connection | Yes |
| Tool enabled for your account | Yes |
| KohlerCode CRM connected by your administrator | Yes |
| Your confirmation to create | Yes |
Parameters
| Parameter | Required? | Description |
|---|---|---|
title |
Yes | Short name for the request |
description |
No | Details, goals, constraints |
confirm |
Yes | Must be true to create |
What you get back
| Field | Meaning |
|---|---|
created |
true when accepted |
engagement |
The new engagement (id, stage request, and related fields) |
Example prompts
Create a KohlerCode CRM work request titled “AI Agent Setup” with a short description of our sales inbox onboarding — please confirm before saving.
Open a new work engagement for website landing-page updates after I confirm the title and details.
Tips
- Confirm first — Nothing is created until you approve.
- You can update title/description while the stage is still request.
- Pricing and later stages are handled by KohlerCode after the request is reviewed.