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Release v0.2.1: Granular Scopes & Admin Tools
2025-12-30Ara Kevonian

Release v0.2.1: Granular Scopes & Admin Tools

Introducing a new safety system with Granular Scopes, powerful Admin Tools for schema management, and UI improvements.

Safety Meets Power

As SDRbot grows from a prospecting tool into a full RevOps assistant, giving it "root access" to your CRM is a big decision. With v0.2.1, we are introducing a major overhaul to how permissions and tools are handled.

Granular Scopes

We have replaced the binary "Privileged Mode" with a three-tier scope system. You can now toggle these instantly with Ctrl+T or by clicking the scope indicator in the header.

  1. Standard (Default): Safe, day-to-day operations. Reading and writing to core objects (Leads, Contacts, Accounts).
  2. Extended: Access to custom objects and non-standard data types.
  3. Privileged: Full admin access. This is required for tools that modify your CRM's schema (creating fields, deleting objects).

This ensures you don't accidentally delete a custom field when you just meant to update a record.

Admin Tools & Schema Management

We have added comprehensive Admin Tools for Pipedrive and Twenty.

The agent can now:

  • Create and Edit Fields: Add a "Lead Score" number field or a "Competitor" dropdown programmatically.
  • Manage Objects: Create entirely new custom objects in Twenty.
  • Auto-Reload: When the agent modifies the schema, SDRbot automatically resyncs its internal model, so the new fields are immediately available for use.

The Skills System

We are introducing a Three-Tier Skills System that gives you ultimate flexibility:

  1. Built-in: Skills we ship with the bot (like the new crm-migration skill).
  2. Agent: Skills specific to a particular agent configuration.
  3. User: Your local overrides.

You can now "Save As" a built-in skill to your local ./skills/ folder and modify it. Your local version will automatically take precedence, allowing you to tweak our logic to fit your specific workflow.

UI & Workflow Improvements

  • Ctrl+A to Approve: We moved the "Auto-Approve" shortcut to Ctrl+A to make room for scope toggling.
  • Ctrl+S for Setup: Quickly jump to the configuration menu.
  • Better Multiline Editing: Moving the cursor up and down in a long message no longer accidentally cycles your command history.

Upgrade today to experience the most powerful version of SDRbot yet.