📘 The Complete Guide to Oppy Functions (with Prompt Examples)

TL;DR — Oppy lets you gate powerful actions behind Admin while leaving safe, helpful actions Public for your assistant. This post lists all 52 functions by category with simple prompt examples, shows you exactly where to click to set permissions and add admins.

Quick Setup Path

1. Navigate to Oppies (assistant list) → select your assistant.
2. Scroll to Function permissions → use List view for quick edits.
3. Filter by category (e.g., Boards, Calendar...) or search directly.
4. Toggle each function to Public or Admin as needed.
5. Expand the list to cover all functions.
6. In Admin settings, add authorized emails/phones.
7. Save and test from non-admin access.

Best practice: Start with Admin-only, then open up Public for safe, helpful actions. This follows the least-privilege principle: grant only what’s absolutely necessary.

Oppy’s Admin settings let you secure power functions by qualifying who can use them.

What this means:

Only email addresses or phone numbers you add in Admin settings can run restricted (Admin-only) actions.

For example, if an email comes in from a whitelisted admin, Oppy can automatically kick off new contact notes—simply saying “Add a note from john@trusted.com” triggers that action; or an admin can call into Oppy and say “Log call with Jane, next steps noted,” and Oppy will update the contact record accordingly—all because Oppy checks the sender/caller against that trusted list.

Needs-Attention Workflow (Human Escalation)

When your assistant encounters sensitive or complex topics:

• Set status to needs_attention
• Alert admins via a private note
• Hold all outgoing messages (chat, email, SMS) until a human responds

Teach prompt example:

“When a lead is qualified or a user asks about specific legal documents, then:

1. Set conversation status to needs_attention

2. Send a private note to all admins with user details and the request

3. Pause all outgoing responses until an admin intervenes.”

Full List of Oppy Functions

🗂️ Boards (13)

Organize work with boards, lists, and items.

• Create Board — Create a new board.

“Create a board named Q4 Planning.”

“Start a board called Customer Onboarding.”

“Make board Project Kickoff.”

• Create List — Add a column to a board.

“Add a list ‘In Progress’ to Q4 Planning.”

“Create list ‘Ideas’ in Customer Onboarding.”

“Add ‘Backlog’ to Project Kickoff.”

• Create List Items — Add multiple cards.

“Add ‘Write brief’, ‘Review’ to Ideas.”

“Create items ‘Plan call’, ‘Send resources’ in In Progress.”

“Add ‘Define scope’, ‘Setup meeting’, ‘Review doc’ to Backlog.”

• Delete Board (Admin) — Remove a board and contents.

“Delete board Sandbox.”

“Remove board Old Projects.”

“Delete Test Board.”

• Delete List (Admin) — Remove a list and its items.

“Delete ‘Backlog’ from Project Kickoff.”

“Remove ‘Ideas’ from Q4 Planning.”

“Delete ‘Archive’ list in Customer Onboarding.”

• Delete List Item (Admin) — Remove a single card.

“Delete ‘Review doc’ from In Progress.”

“Remove ‘Plan call’ from Ideas.”

“Delete ‘Define scope’ from Backlog.”

• List Boards — Show all boards.

“List all my boards.”

“Show available boards.”

“What boards exist?”

• List Lists — Show lists under a board.

“Show lists in Q4 Planning.”

“List columns in Customer Onboarding.”

“What lists are on Project Kickoff?”

• List Items — Show items in a list.

“Show items in ‘Ideas’.”

“List everything in ‘In Progress’.”

“What’s in ‘Backlog’?”

• Move List Item — Move a card between lists.

“Move ‘Review doc’ to ‘Done’.”

“Move ‘Plan call’ from ‘Ideas’ to ‘In Progress’.”

“Move ‘Define scope’ to ‘In Progress’.”

• Update Board — Rename a board.

“Rename Q4 Planning to Launch Q4.”

“Change Customer Onboarding description to ‘First 30‑days’.”

“Update Project Kickoff title to ‘Kickoff Phase’.”

• Update List — Rename a list.

“Rename ‘Ideas’ to ‘Concepts’.”

“Change ‘In Progress’ to ‘Doing’.”

“Update ‘Backlog’ to ‘Later’.”

• Update List Item — Edit a card title or status.

“Mark ‘Review doc’ as Done.”

“Rename ‘Plan call’ to ‘Schedule call’.”

“Add note ‘Waiting on assets’ to ‘Define scope’.”

📅 Calendar (6)

Manage events and availability.

• Book Appointment — Schedule a meeting.

“Book a 30‑min meeting with Taylor on Tuesday.”

“Set up a 45‑min sync for Thursday 2 PM.”

“Schedule a 15‑min check‑in tomorrow morning.”

• Get Event — View event details.

“Show details for Quarterly Review.”

“Open my Budget Sync event.”

“What time is the Onboarding call?”

• Update Event — Move or edit an event.

“Move Quarterly Review to next Wednesday.”

“Change Onboarding to Friday 2 PM.”

“Add ‘Zoom link will follow’ to Budget Sync.”

• Delete Event (Admin) — Cancel an event.

“Delete tomorrow’s check‑in.”

“Cancel the 11 AM stand-up.”

“Remove the closed status meeting.”

• Available Timeslots — Show open blocks.

“Find 3 slots next week for a 45‑min call.”

“What’s open Tuesday afternoon for 30 minutes?”

“Show Friday morning availability.”

• Fetch Calendar Events (Admin) — List events by filter.

“List events with ‘Sync’ this month.”

“Show upcoming reviews.”

“Find events titled ‘Review’ this quarter.”

📞 Communication (1)

• Place Phone Call (Admin) — Call from Oppy.

“Call +1‑415‑555‑0101 from Oppy.”

“Call Jordan via Oppy line.”

“Dial Sam to confirm details.”

👤 Contacts (4)

Manage contact details.

• Find or Create Contact (Admin)

“Add Cece Park,_ cece@example.com _, (310) 555‑0202.”

“Find contact Taylor Morgan.”

“Create Jordan Wu with note ‘met at event’.”

• Search Contacts (Admin)

“Find contacts tagged VIP.”

“Show contacts with status trial.”

“List contacts from ACME.”

• Update Contact (Admin)

“Update Cece Park’s title to VP Marketing.”

“Change Jordan Wu’s phone to (917) 555‑0144.”

“Tag Taylor Morgan as High Priority.”

• Update Your Contact Details

“Remember my phone is (917) 555‑0144.”

“Set time zone to Pacific.”

“Preferred meeting length: 30 minutes.”

💬 Conversations (9)

• Add to Memory — Save context.

“Remember product is Oppy Pro.”

“Store ‘prefers mornings’ in this convo.”

“Save ‘deadline is Friday’.”

• Remove from Memory — Clear saved info.

“Forget the discard code.”

“Clear ‘deadline is Friday’.”

“Remove ‘prefers mornings’.”

• Change Status — Set conversation state.

“Set status to needs_attention.”

“Change to waiting_on_customer.”

“Mark as closed.”

• Configure Follow‑ups — Auto-reminders.

“Follow up in 3 days if no reply.”

“Check back tomorrow morning.”

“Remind me next week to confirm.”

• Create New Conversation (Admin)

“Start a new email to Cece about project.”

“Open SMS thread with Jordan.”

“Create convo with Taylor titled Kickoff.”

• Get Conversation (Admin)

“Open last chat with Cece.”

“Show thread titled Project Kickoff.”

“Find Jordan’s chat from last week.”

• List Conversations (Admin)

“List open conversations tagged Sales.”

“Show threads waiting_on_customer.”

“Find conversations updated today.”

• Post Cross‑Conversation Message (Admin)

“Post ‘Welcome aboard!’ in Cece’s onboarding.”

“Add ‘Docs sent’ to Jordan’s thread.”

“Post ‘Ready to schedule’ in Taylor’s chat.”

• Update Conversation (Admin)

“Rename thread to Q4 Launch – Cece.”

“Add tag urgent to this convo.”

“Retitle to Budget Review – Team.”

🖼️ Media (4)

• Analyze Image — Describe image contents.

“Analyze this screenshot, call out UI parts.”

“What’s in this photo?”

“Describe chart trends.”

• Extract Text (OCR) — OCR from image.

“Extract text from this document photo.”

“Read receipt text.”

“Grab text from whiteboard photo.”

• Generate Image — Create from prompt.

“Generate flat illustration of checklist.”

“Create header image: calendar + chat.”

“Design icons for tasks and messages.”

• Text‑to‑Speech — Read out loud.

“Read this paragraph in a friendly tone.”

“Create audio of intro.”

“Narrate this announcement.”

📝 Notes (4)

• Create Note — Attach to context.

“Create note ‘Call Summary’ for Cece.”

“Add note ‘Next Steps’ to this convo.”

“Create note ‘Questions’ with text ‘waiting on reply’.”

• Get Notes — Fetch notes.

“Show notes tagged Onboarding this month.”

“Find notes with ‘pricing’.”

“List my notes from yesterday.”

• Update Note — Edit note.

“Append ‘approved by team’ to Call Summary.”

“Rename ‘Next Steps’ to ‘Action Items’.”

“Add tag follow_up to Questions.”

• Delete Note (Admin)

“Delete note Draft.”

“Remove my test note.”

“Delete note about old pricing.”

🛠️ Utility (11)

• Calculate — Do math.

“What’s (12,500 × 1.07) – 300?”

“Compute 15% of $2,450.”

“Add $1800 + $640 + $95.”

• Create Checklist — Build a checklist.

“Create checklist: Draft, Review, Publish.”

“Make 5‑step checklist for handoff.”

“Checklist titled Launch QA with 3 items.”

• Update Checklist — Edit checklist.

“Mark step 3 as complete.”

“Rename ‘Review’ to ‘Peer review’.”

“Add ‘needs screenshots’ to step 2.”

• Delete Checklist (Admin)

“Delete checklist Launch QA.”

“Remove Draft blog checklist.”

“Delete Temp Tasks checklist.”

• Knowledge Search — Search channel KB.

“Search for onboarding steps.”

“Find docs about pricing.”

“Look up deployment checklist.”

• Web Search — Browse web.

“Search for versioning best practices.”

“Find release notes examples.”

“Look up holiday hours policy templates.”

• Summarize Webpage — Digest content.

“Summarize this how‑to page.”

“Give key takeaways from this doc.”

“Summarize the FAQ at this link.”

• Schedule Function — Reminder.

“Remind me in 2 hours to follow up.”

“Schedule a Monday 9am check-in.”

“Ping me next Friday about renewals.”

• Private Note (Admins) — Alert only admins.

“Admins only: customer asked sensitive question.”

“Heads‑up: qualified lead needs outreach today.”

“Flag: billing dispute—assign owner.”

• Think — Brainstorm or reason.

“Brainstorm 3 headline ideas.”

“Outline pros/cons of two options.”

“Draft two alternative intro paragraphs.”

• Do Nothing — No action, placeholder.

“Do nothing.”

“No action for this branch.”

“Hold here without changes.”

Final Advice

• Keep all sensitive actions (create/update/delete, contact edits, calls, deletions) to Admin only.
• Open Public for low-risk “read/list” functions.
• Review permissions regularly (e.g., monthly or whenever workflow or roles change).