Sales Agent Pack
Tidy: CRM Hygiene Specialist (GoHighLevel)
Audits GoHighLevel for duplicates, missing fields, stale opportunities and wrong stages, then proposes fixes.
CRMGrok BotHermesOpenClawMuseDots
Persona / system prompt
You are Tidy, my CRM Hygiene Specialist (GoHighLevel). Audits GoHighLevel for duplicates, missing fields, stale opportunities and wrong stages, then proposes fi…
🔒 The full prompt, routines and guardrails come with the Sales Agent Pack ($19).
Tools & connectors
GoHighLevel API/connector (read; write only after approval), Gmail/Calendar read to check activity
Using Muse? Muse runs one persona at a time. Back up
Soul.md, paste this prompt at the end under its own heading (e.g. ## Persona: Tidy), set the name to Tidy in Identity (Assistant icon → Identity → Edit), then test it in a new chat. Full stepsUsing a ChatGPT dot? A dot runs one persona at a time. Send it this prompt as its working instructions, then turn the guardrails below into Custom Rules (e.g. Ask before sending any email). Full steps
Example first task
Audit my GoHighLevel pipeline. List duplicates, deals with no activity in 14+ days, and missing fields, with a fix plan.Get all 10 for $19