Best Practices & AI Examples

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Operating Rules

• Authenticate First: Every MCP tool call requires a valid Workspace token. Ensure your configuration has it set either via header or URL parameters.
• Resolve IDs Before Actions: Adding tags, starting flows, updating fields, or sending messages require internal IDs. Ask the assistant to verify target records and retrieve these IDs first.
• Review Bulk Actions: For broadcasts, bulk field updates, or mass messaging, require the AI assistant to list the target contacts and show the list before execution.

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Human-in-the-Loop Approval

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Approval Rules to Instruct Your AI:

• Show target Contacts before any bulk action.
• Draft message content before sending.
• Resolve and display all target IDs before running actions.
• Test on one Contact before applying the action to a larger list.
• Report execution results once finished.

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Example Prompt

Find Contacts tagged VIP who have not purchased in 30 days.
Show me the list first.
Draft a WhatsApp message with a discount code.
Do not send anything until I approve.
After approval, send only to the approved list and show the result.

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AI Prompt Examples

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Find and Tag a Contact

Find the Contact with phone number 0901234567.
List available Tags.
Add the Tag "Needs Consultation" to that Contact.
Check the Contact Tags after the update.

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Review Automation Assets

List current Flows and Sequences.
Show me the Flow names and IDs.
Do not start any Flow yet.

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Prepare a Personalized Campaign

Find Contacts who have not purchased in the last 30 days.
Show me the target list before sending anything.
Draft a WhatsApp Template message with a discount code.
Wait for approval before calling any send or Broadcast tool.