GuideCX

GuideCX is a customer onboarding and project management platform designed for implementation teams. Connect Humm to search projects, milestones, tasks, and notes to understand customer implementation progress.

Tools

Tool	Description
`GUIDECX_SEARCH_PROJECTS`	Search projects with filtering by customer name, status, or custom properties
`GUIDECX_SEARCH_MILESTONES`	Search milestones with optional project filtering
`GUIDECX_SEARCH_TASKS`	Search tasks with filtering by project, name, or status
`GUIDECX_SEARCH_NOTES`	Search notes by project or task
`GUIDECX_LIST_USERS`	List all users in the workspace

Filter Behavior

Case Sensitivity

All GuideCX filters are case-sensitive. If no results are returned, verify the exact casing:

# These are all different searches:
customerName = "Acme"
customerName = "acme"
customerName = "ACME"

Tip: Run a broad search first (no filters, limit=10) to see actual customer and project names, then refine with correct casing.

Partial Matching with `like:` Prefix

Text filters (customerName, name) automatically use GuideCX’s like: prefix for partial matching:

# Searching for customerName = "Acme" matches:
- "Acme Corp"
- "Acme Manufacturing, Inc."
- "The Acme Company"

# But NOT (wrong case):
- "acme corp"
- "ACME CORP"

Custom Property Filtering

Projects can have custom properties (e.g., HubSpot Company ID, Salesforce Account ID). Use propsFilter to filter by these values.

Discovering Custom Properties

First, search projects without filters to inspect the properties object:

GUIDECX_SEARCH_PROJECTS(limit=10)

# Response includes:
{
  "projects": [{
    "name": "Acme Implementation",
    "properties": {
      "hubspotCompanyId": "12345",
      "salesforceAccountId": "001ABC123",
      "region": "EMEA"
    }
  }]
}

Filtering by Custom Properties

Once you know the property name, use propsFilter:

GUIDECX_SEARCH_PROJECTS(
  propsFilter = {
    "name": "hubspotCompanyId",
    "value": "12345"
  }
)

This maps to GuideCX’s props[hubspotCompanyId]=12345 query syntax.

Status Values

Project Statuses

Status	Description
`ON_TIME`	Project is on schedule
`LATE`	Project is behind schedule
`ON_HOLD`	Project is paused
`DONE`	Project is complete
`NON_RESPONSIVE`	Customer is not responding
`CANCELLED`	Project has been cancelled

Task Statuses

Status	Description
`NOT_STARTED`	Task has not begun
`WORKING_ON_IT`	Task is in progress
`DONE`	Task is complete
`STUCK`	Task is blocked
`SIGN_OFF`	Task awaiting sign-off
`NOT_APPLICABLE`	Task does not apply
`NOT_SCHEDULED`	Task has no scheduled date
`SCHEDULED`	Task is scheduled

Authentication

API Token

Connect using a GuideCX API Bearer Token. Obtain your token from the GuideCX workspace admin portal.

Start Here

Key Features

Integrations

Guides

Tools

Filter Behavior

Case Sensitivity

Partial Matching with `like:` Prefix

Custom Property Filtering

Discovering Custom Properties

Filtering by Custom Properties

Status Values

Project Statuses

Task Statuses

Authentication

API Token

​Tools

​Filter Behavior

​Case Sensitivity

​Partial Matching with like: Prefix

​Custom Property Filtering

​Discovering Custom Properties

​Filtering by Custom Properties

​Status Values

​Project Statuses

​Task Statuses

​Authentication

API Token

Tools

Filter Behavior

Case Sensitivity

Partial Matching with `like:` Prefix

Custom Property Filtering

Discovering Custom Properties

Filtering by Custom Properties

Status Values

Project Statuses

Task Statuses

Authentication