Skip to content
Last updated

Sample Interactions

These are what a developer might send their agent. The agent picks tools automatically.

Pipeline Review

"Show me all open opportunities at Acme Corp with their current stage and amount."

Tools invoked: account_searchopportunity_search

Returns: List of opportunities with stage, amount, close date, owner.

Prospect Creation and Enrollment

"Create a prospect named Sarah Chen, VP Sales at Geometric Corp, and add her to the Executive Outbound Touch sequence."

Tools invoked: prospect_createsequence_searchsequence_add_prospects

Returns: Confirmation with prospect ID and enrollment batch status.

Meeting Prep

"What should I know before my meeting with the Contoso account?"

Tools invoked: prepare_for_meeting

Returns: AI-generated briefing including recent activity, open opportunities, and key contacts.

Question Answering

"What was the most recent activity on the Initech account?"

Tools invoked: account_searchaccount_answer_question

Returns: Natural-language answer summarizing activity.

Cleanup

"Remove Sarah Chen from the outbound sequence and delete her record."

Tools invoked: sequence_state_searchsequence_states_destroyprospect_delete

Returns: Confirmation of each step.

Both sequence_states_destroy and prospect_delete have destructiveHint: true — expect a confirmation prompt in most clients.