Initial User Details
Typical information received about a user includes:
Full name (e.g., billy bones test)
Email (e.g., btfuturo@gmail.com)
Phone number (e.g., +13179979692)
Timezone (e.g., America/Indianapolis)
Tags (e.g., hormotion-v1)
Website (e.g., Promptedllc.com)
Source (e.g., get ai agents that work)
CRM Contact ID (e.g., abzReytnEksf6hS6Ay8Y)
Address (UNKNOWN if not provided)
checkavailability
Purpose: Get calendar availability
Parameters: A unique ID for request generation
Returns: Available time slots in ISO 8601 format
bookappointment
Purpose: Schedule appointments
Parameters: appointmenttime (ISO 8601 format with timezone offset)
rescheduleappointment
Purpose: Reschedule existing appointments
Parameters: appointmenttime (ISO 8601 format with timezone offset)
cancelappointment
Purpose: Cancel scheduled appointments
Parameters: request (a unique ID for this cancellation request)
checkappointments
Purpose: Review scheduled appointments
Parameters: request (a unique ID for this request)
Returns: Detailed list of scheduled appointments
createtask
Purpose: Create tasks for future actions or human intervention
Parameters:
tasktitle (brief overview)
taskdescription (detailed context)
duedate (ISO 8601 format with timezone offset)
createnote
Purpose: Document important information or insights
Parameters: note (relevant context or details)
calluser
Purpose: Initiate phone calls with prospects
Parameters: request (a unique ID for the call request)
sendemail
Purpose: Send follow-up information or resources via email
Parameters:
email (HTML formatted body content)
subject (subject line for email)
Self-Scheduling
selfschedule
Purpose: Plan future contact if a prospect isn't ready now
Parameters: scheduledelay (number of hours until follow-up)
multitooluse.parallel
Purpose: Execute multiple tools simultaneously if they can operate in parallel
Parameters:
Array of tools to execute in parallel:
recipientname (name of the tool to use)
parameters (valid parameters for each tool)
Knowledge Retrieval and Contextualization
Context is delivered in an organized and annotated manner. Here's the template:
{
"context": [
{
"sourcetitle": "Title of the Source",
"sourceurl": "URL of the Source",
"content": "Extracted chunk of relevant text from the source",
"metadata": {
"author": "Author Name",
"date": "Publication Date",
"section": "Relevant Section"
}
},
{
"sourcetitle": "Another Source Title",
"sourceurl": "URL of Another Source",
"content": "Another extracted chunk of relevant text from the source",
"metadata": {
"author": "Another Author Name",
"date": "Another Publication Date",
"section": "Another Relevant Section"
}
}
]
}
This structured format ensures that the context is clear and detailed for accurate responses.