Inbox and Sessions
Browse and filter
Browse and filter
- “List my open chat sessions”
- “Show sessions from the last 7 days that were handed off”
- “Filter sessions by the Billing team with negative sentiment”
- “Find sessions tagged ‘urgent’ from the web channel”
Investigate
Investigate
- “Investigate ticket #4521 — why did the AI hand off?”
- “Show me the full message history for session
<id>” - “Show debug data for that session, including AI reasoning and citations”
- “What handoff events happened in this session?”
Take action
Take action
- “Resolve session
<id>” - “Assign this session to @jane”
- “Transfer this session to the Billing team”
- “Add an internal comment: ‘Checked — handoff was correct.’”
- “Reply to the customer: ‘Your refund has been processed.’”
- “Tag this session as ‘escalated’”
Search
Search
- “Search for messages mentioning ‘refund policy’”
- “Find contacts who asked about shipping”
Training
Browse and search
Browse and search
- “List all training scenarios”
- “Show draft training scenarios about returns”
- “Search the knowledge base for ‘cancellation policy’”
- “Show the directory tree for training scenarios”
Create and edit
Create and edit
- “Create a draft training scenario titled ‘Password reset flow’ that walks the customer through resetting their password”
- “Update the ‘Refund process’ scenario to mention the 30-day window”
- “Move the ‘Shipping FAQ’ scenario into the ‘Logistics’ directory”
- “Create a new training directory called ‘Onboarding’”
Publish and version
Publish and version
- “Publish the ‘Password reset flow’ training scenario”
- “Unpublish the ‘Old returns process’ scenario”
- “Show version history for the ‘Refund process’ scenario”
- “Revert the ‘Shipping FAQ’ scenario to version 2”
AI profile
AI profile
- “Show the current AI agent system prompt”
- “Update the system prompt to mention our new return policy”
Phone Agents
Setup
Setup
- “List available voices — I need a female US English voice”
- “Create an inbound phone agent named ‘Returns Hotline’ with that voice”
- “Show all phone agents”
- “Get the full config for the ‘Returns Hotline’ agent”
Knowledge and workflows
Knowledge and workflows
- “What knowledge sources are attached to the Returns Hotline agent?”
- “Attach the ‘Returns FAQ’ knowledge source to the Returns Hotline agent”
- “What workflows can the Returns Hotline agent trigger?”
Calls
Calls
- “Make an outbound call from the Returns Hotline agent to +1-555-000-1234”
- “Delete the ‘Test Agent’ phone agent”
Analytics
CSAT
CSAT
- “Show CSAT scores from the last 30 days”
- “What’s the CSAT score for session
<id>?”
Handoff and impact
Handoff and impact
- “Show handoff analytics for the last 7 days — what are the top reasons?”
- “Pull the impact report — what’s our AI resolution rate?”
SLA
SLA
- “Show SLA compliance for this month”
- “Break down SLA compliance by team”
- “Show the SLA breach heatmap — when do most breaches happen?”
- “What’s the compliance trend over the last 4 weeks?”
Customer insights
Customer insights
- “What customer insight categories do we have?”
- “List recent customer insights”
- “Show details for the top insight — which sessions does it reference?”
- “Assign the billing insight to the Billing team”
Contacts and Teams
Contacts
Contacts
- “List contacts”
- “Create a contact: Jane Doe, [email protected], +1-555-000-1234”
- “Update the contact with email [email protected] — set name to ‘Jane Smith’”
- “Delete the contact with ID
<id>”
Blocklist
Blocklist
- “List blocked contacts”
- “Block the contact [email protected]”
- “Is the domain example.com blocked?”
- “Unblock [email protected]”
Teams and users
Teams and users
- “List all teams”
- “Who are the available members on the Billing team?”
- “Add @jane to the Billing team”
- “List all users in the organization”
Workflows and Operations
Workflows
Workflows
- “What workflow trigger types and action types are available?”
- “List all workflows”
- “Create an inactive workflow: on ticket-created, tag it as ‘new’ and notify Slack”
- “Activate the ‘New Ticket Tagger’ workflow”
- “Manually trigger the ‘Weekly Report’ workflow”
- “Show runs for the ‘New Ticket Tagger’ workflow”
AI actions
AI actions
- “List all AI actions”
- “Show the full payload spec for the ‘Check order status’ action”
- “Create an action that calls our returns API”
Outbound sequences
Outbound sequences
- “Create a 3-step outbound sequence: day 1 email, day 3 follow-up, day 7 final reminder”
- “Start the ‘Onboarding’ sequence”
- “Add contacts from the ‘New Signups’ list to the Onboarding sequence”
Office hours and org
Office hours and org
- “List office hours schedules”
- “Create an office hours schedule for US Eastern, Monday through Friday 9am to 5pm”
- “Show organization info”
Knowledge and Content
Website crawling
Website crawling
- “List website datasources”
- “Crawl https://docs.example.com and add it as a knowledge source”
- “Check the crawl status for the docs datasource”
- “Re-crawl the docs datasource”
Help center
Help center
- “List all help centers”
- “Export the full content tree from our help center”
- “List media files in the help center”
Autopilot
Autopilot
- “What’s the autopilot status for each channel?”
- “Enable autopilot for the web channel”
- “Disable autopilot for the email channel”
Related Documentation
Workflows
Multi-step scenarios that chain prompts together
Tools Reference
All available tools organized by domain
Get Started
Connect the MCP server to your AI client
Troubleshooting
Common issues and fixes