> ## Documentation Index
> Fetch the complete documentation index at: https://docs.aisky.co.za/llms.txt
> Use this file to discover all available pages before exploring further.

# Usage Examples

> Real-world examples of using AiSky MCP tools to manage contacts, run campaigns, analyze calls, and track deals through AI conversation.

# Usage Examples

These examples show real conversations between users and AI assistants connected to AiSky via MCP. Each example shows the natural language prompt, the tools the assistant calls, and the result.

<Info>
  These examples work with any MCP-compatible client, Claude Desktop, Claude Code, Cursor, VS Code, or ChatGPT. The AI assistant automatically selects the right tools based on your request.
</Info>

***

## Example 1: Contact Management Workflow

### Import and organize contacts

**You:** "Add a new contact Sarah Chen, email [sarah@acmerealty.com](mailto:sarah@acmerealty.com), phone +1 415 555 0123, company Acme Realty. Tag her as enterprise and buyer."

**Assistant calls:** `smartalex_create_contact`

```json theme={null}
{
  "first_name": "Sarah",
  "last_name": "Chen",
  "email": "sarah@acmerealty.com",
  "phone": "+14155550123",
  "company": "Acme Realty",
  "tags": ["enterprise", "buyer"]
}
```

**Result:**

```json theme={null}
{
  "id": "a1b2c3d4-e5f6-7890-abcd-ef1234567890",
  "first_name": "Sarah",
  "last_name": "Chen",
  "email": "sarah@acmerealty.com",
  "phone": "+14155550123",
  "company": "Acme Realty",
  "tags": ["enterprise", "buyer"],
  "status": "active",
  "created_at": "2026-03-24T10:30:00+00:00"
}
```

**You:** "Now create a R75,000 deal for Sarah called 'Acme Realty Enterprise' in the qualified stage."

**Assistant calls:** `smartalex_create_deal`

```json theme={null}
{
  "deal_name": "Acme Realty Enterprise",
  "stage": "qualified",
  "deal_value": 75000,
  "contact_id": "a1b2c3d4-e5f6-7890-abcd-ef1234567890"
}
```

**Assistant:** "Done. Created the 'Acme Realty Enterprise' deal for R75,000 in the qualified stage, linked to Sarah Chen."

***

## Example 2: Call Analysis and Follow-Up

### Review recent calls and take action

**You:** "Show me my last 5 calls."

**Assistant calls:** `smartalex_list_calls` with `per_page: 5`

**Assistant:** "Here are your 5 most recent calls:

| # | Contact        | Direction | Duration | Sentiment       | Status    |
| - | -------------- | --------- | -------- | --------------- | --------- |
| 1 | Sarah Chen     | Outbound  | 3:05     | 0.72 (positive) | Completed |
| 2 | Mike Rodriguez | Inbound   | 1:45     | 0.31 (negative) | Completed |
| 3 | Lisa Park      | Outbound  | 4:22     | 0.85 (positive) | Completed |
| 4 | James Wilson   | Outbound  | 0:30     | 0.15 (negative) | No answer |
| 5 | Anna Taylor    | Inbound   | 2:10     | 0.65 (positive) | Completed |

Call #2 with Mike Rodriguez had a low sentiment score. Want me to pull the transcript?"

**You:** "Yes, show me Mike's call transcript."

**Assistant calls:** `smartalex_get_call` with the call UUID

**Assistant:** "Here's the transcript from Mike's call. He expressed frustration about scheduling delays. Key objections: timing conflict with the Q2 deadline, and pricing concerns for the premium tier. I'd recommend a follow-up call with a discount offer or flexible scheduling options."

**You:** "Update Mike's contact, add a tag 'needs-follow-up'."

**Assistant calls:** `smartalex_update_contact`

```json theme={null}
{
  "id": "b2c3d4e5-...",
  "tags": ["needs-follow-up"]
}
```

***

## Example 3: Pipeline Review and Deal Management

### Analyze your sales pipeline

**You:** "Give me a pipeline overview. How many deals in each stage?"

**Assistant calls:** `smartalex_list_deals` (all stages)

**Assistant:** "Here's your pipeline breakdown:

| Stage          | Deals | Total Value |
| -------------- | ----- | ----------- |
| Lead           | 8     | R42,000     |
| Qualified      | 5     | R187,500    |
| Showing        | 3     | R95,000     |
| Offer          | 2     | R150,000    |
| Under Contract | 1     | R82,000     |

**Total pipeline:** 19 deals worth R556,500.

Your offer stage has the highest average deal value (R75,000). The showing-to-offer conversion looks strong, want me to break down which deals are closest to closing?"

**You:** "Move the Acme Realty deal to the offer stage."

**Assistant calls:** `smartalex_update_deal`

```json theme={null}
{
  "id": "b7a4bc72-31e2-48a3-85ac-7f3ea5fcdab2",
  "stage": "offer"
}
```

**Assistant:** "Done. 'Acme Realty Enterprise' moved from qualified to offer stage."

***

## Example 4: Full Campaign Workflow

### Launch an outbound campaign end-to-end

**You:** "I want to set up an outbound campaign."

**Assistant calls:** `smartalex_list_agents` and `smartalex_list_phone_numbers`

**Assistant:** "Here's what's available:

**Agents:**

| Agent           | Language | Status |
| --------------- | -------- | ------ |
| Sales Assistant | English  | Active |
| Support Agent   | English  | Active |

**Phone Numbers:**

| Number            | Country |
| ----------------- | ------- |
| +1 (555) 123-4567 | US      |

Which agent would you like to use, and what should the campaign objective be?"

**You:** "Use the Sales Assistant. The objective is to schedule product demos with enterprise leads. Use the US number and set it to call weekdays 9am to 5pm Eastern."

**Assistant calls:** `smartalex_create_campaign`

```json theme={null}
{
  "name": "Q2 Enterprise Outreach",
  "campaign_type": "outbound",
  "agent_id": "d835542e-111b-44ff-b9d8-bf22e9cf7abf",
  "objective": "Schedule product demos with enterprise leads",
  "phone_number_id": "869d52ef-33f4-42c1-9ed9-07508dcbe485",
  "timezone": "America/New_York",
  "business_hours": {
    "monday": { "enabled": true, "start": "09:00", "end": "17:00" },
    "tuesday": { "enabled": true, "start": "09:00", "end": "17:00" },
    "wednesday": { "enabled": true, "start": "09:00", "end": "17:00" },
    "thursday": { "enabled": true, "start": "09:00", "end": "17:00" },
    "friday": { "enabled": true, "start": "09:00", "end": "17:00" },
    "saturday": { "enabled": false },
    "sunday": { "enabled": false }
  }
}
```

**Assistant:** "Created 'Q2 Enterprise Outreach'. Now let's add contacts. Which contacts should I include?"

**You:** "Add Sarah Johnson and Mike Chen."

**Assistant calls:** `smartalex_add_contacts_to_campaign`

```json theme={null}
{
  "campaign_id": "c1d2e3f4-...",
  "contact_ids": ["a1b2c3d4-...", "e5f6g7h8-..."]
}
```

**Assistant:** "Added 2 contacts. The campaign is ready to launch, want me to start it?"

**You:** "Yes, start it."

**Assistant calls:** `smartalex_start_campaign`

```json theme={null}
{
  "campaign_id": "c1d2e3f4-..."
}
```

**Assistant:** "Campaign 'Q2 Enterprise Outreach' is now active. The Sales Assistant will begin calling 2 contacts during your configured business hours (Mon, Fri 9am, 5pm ET)."

***

## Example 5: Webhook Integration

### Set up real-time event notifications

**You:** "I want to send call completion events to my CRM at [https://crm.example.com/webhooks/smartalex](https://crm.example.com/webhooks/smartalex)"

**Assistant calls:** `smartalex_create_webhook`

```json theme={null}
{
  "url": "https://crm.example.com/webhooks/smartalex",
  "event_types": ["call.completed", "call.started"],
  "description": "CRM call sync"
}
```

**Result:**

```json theme={null}
{
  "id": "7842bee8-f18d-445d-9451-fa62fbfc3300",
  "url": "https://crm.example.com/webhooks/smartalex",
  "event_types": ["call.completed", "call.started"],
  "signing_secret": "a6e1738893513ff5a4a72fba583aa30b..."
}
```

<Warning>
  The `signing_secret` is shown only once. Save it immediately to verify webhook payloads on your server using HMAC-SHA256. The verification pattern is the same one documented in [HTTP Tools signature verification](/guides/http-tools/signature-verification), code samples for Node, Python, PHP, and Go are there.
</Warning>

**You:** "Show me all my active webhooks."

**Assistant calls:** `smartalex_list_webhooks`

**Assistant:** "You have 2 active webhooks:

| Webhook        | URL                                | Events                       | Failures |
| -------------- | ---------------------------------- | ---------------------------- | -------- |
| CRM call sync  | crm.example.com/webhooks/smartalex | call.completed, call.started | 0        |
| Slack notifier | hooks.slack.com/services/...       | deal.stage\_changed          | 0        |

Both are healthy with zero failures."

***

## Example 6: Platform Health Check

### Daily operations check

**You:** "How's my AiSky platform doing?"

**Assistant calls:** `smartalex_get_platform_status`

**Assistant:** "AiSky is operational. Here's your account overview:

| Metric      | Value          |
| ----------- | -------------- |
| Status      | Operational    |
| Contacts    | 247            |
| Campaigns   | 4 active       |
| Total Calls | 1,832          |
| Deals       | 19 in pipeline |

Everything looks healthy. Your call volume is up 12% from last week."

***

## Multi-Step Workflows

The AI assistant can chain multiple tools together in a single conversation to complete complex workflows.

### Lead qualification workflow

**You:** "Run a pipeline review. Show me my qualified leads, check if any have recent calls with negative sentiment, and flag deals that might need attention."

The assistant will automatically:

1. Call `smartalex_list_deals` with `stage: "qualified"`
2. For each deal with a contact, call `smartalex_list_calls` to check recent activity
3. Cross-reference sentiment scores
4. Provide a summary with recommendations

### Campaign performance analysis

**You:** "How did my Q2 Enterprise Outreach campaign perform? Show me the calls, sentiment breakdown, and any deals that came from it."

The assistant will:

1. Call `smartalex_list_campaigns` to find the campaign
2. Call `smartalex_list_calls` to pull calls from that campaign
3. Call `smartalex_list_deals` to find related deals
4. Provide conversion analysis and ROI estimates

***

## Using Prompts

AiSky includes 5 built-in prompts that guide the AI through complex analysis:

### Campaign Strategy

**You:** "Use the campaign-strategy prompt to help me design a follow-up campaign for my real estate leads."

The assistant will:

* Pull your current contacts, agents, and campaigns
* Analyze which contacts haven't been reached
* Recommend agent assignment, timing, and messaging
* Draft a campaign plan

### Pipeline Review

**You:** "Run a pipeline review."

The assistant uses the `pipeline-review` prompt to:

* Analyze deals at every stage
* Identify bottlenecks (stages with stale deals)
* Flag at-risk deals (high value, no recent activity)
* Provide a forecast based on conversion rates

### Lead Qualification

**You:** "Score my leads using the lead-qualification prompt."

The assistant will:

* Pull contacts tagged as leads
* Check call history and transcript sentiment
* Score each lead on engagement, fit, and timing
* Rank leads by likelihood to convert

***

## Tips

<AccordionGroup>
  <Accordion title="Be specific with names and numbers">
    Instead of "update the deal", say "move the Acme Realty deal to offer stage", the assistant will search by name.
  </Accordion>

  <Accordion title="Chain requests naturally">
    You can say "Create a contact, then create a deal for them" in one message. The assistant handles the sequencing.
  </Accordion>

  <Accordion title="Ask for analysis, not just data">
    Instead of "list my calls", try "which calls had the lowest sentiment this week?", the assistant will filter and analyze for you.
  </Accordion>

  <Accordion title="Use prompts for complex tasks">
    When you need multi-step analysis, reference a prompt by name: "Use the pipeline-review prompt" or "Run a lead qualification analysis."
  </Accordion>
</AccordionGroup>

***

## Next Steps

* [npm Package Setup](/mcp/npm-package), Install locally with Claude Desktop, Cursor, or VS Code
* [Tools Reference](/mcp/tools-reference), Complete parameter reference for all 28 tools
* [MCP Overview](/mcp/overview), Architecture, resources, and prompts