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

# Examples & Prompts

> Real-world prompts for PG:AI MCP in Claude and other clients

Once PG:AI is connected, use natural language. These examples show what the model typically does behind the scenes - you do not need to name tools yourself.

***

## Account research

**Profile and insights**

> Get the SWOT analysis and strategic priorities for Salesforce.

*Uses `company` with `include: ["swot_analysis", "strategic_priorities"]`.*

**Deep dive**

> Give me the full company profile for Tesco - overview, competitors, events, and value pyramid.

*Uses `company` with `include: ["full"]` or multiple sections.*

**Semantic search**

> Search my workspace for anything about cloud migration at Frasers Group.

*Uses `search` with `scope: "organisation"` and a company filter if needed.*

**Jobs**

> What data engineering roles is Harness hiring for in the UK?

*Uses `jobs_search` with `q`, `company`, and `country_code`.*

***

## Accounts and discovery

**List your book**

> List my tracked accounts.

*Uses `accounts` with default `scope: "user"`.*

**Org-wide view**

> Show all accounts in the organisation that mention "fintech".

*Uses `accounts` with `scope: "org"` and `query`.*

**Find new companies**

> Search globally for companies named Snowflake - tell me if we already track them.

*Uses `companies_search` - check `is_in_user_accounts` in the response.*

**Add to workspace**

> Add stripe.com to my tracked accounts.

*Uses `companies_add`, then `get_operation_status` until enrichment completes.*

***

## Contacts

**Find by role**

> Find VP of Engineering contacts at Salesforce.

*Uses `contact_search` with title criteria and company scope.*

**Full profile**

> Get full details for contact ID `abc-123-…`.

*Uses `contact` (after search returns an ID).*

**Save a contact**

> Save Jane Doe, Head of Data at Tesco - [jane.doe@tesco.com](mailto:jane.doe@tesco.com) - to my workspace.

*Uses `create_contact`.*

**Enrich email**

> Find the work email and mobile for contact `abc-123-…`.

*Uses `contact_find_email_phone`, then polls `get_operation_status`, then `contact`.*

***

## Content generation (full flow)

### Single document (e.g. value pyramid)

**You:**

> I want to generate a value pyramid for Salesforce. What templates are available?

**AI:** Calls `templates` with `produces: "document"` (or unfiltered), shows options.

**You:**

> Use the Value Pyramid template for Salesforce. Focus on data platform consolidation.

**AI:**

1. `template_generate` - `template_kind: "canvas"`, `template_id` from step 1, `company: "Salesforce"`, `user_instruction` with your focus
2. `get_operation_status` - poll until `completed`
3. `canvas_get` - `format: "text"` for readable output

### Email or call script

> List email templates, then generate a professional email to the CIO at Airtable about analytics governance.

*Same flow - pick a canvas template where `produces` is `email` or `call_script`.*

### Outreach sequence

> Show sequence templates, then generate a 5-step email sequence for Harness aimed at platform engineering leaders.

1. `templates` with `produces: "sequence"`
2. `template_generate` with `template_kind: "sequence"`
3. `get_operation_status`
4. `sequence_get`

***

## Browse existing content

**List documents**

> What value pyramids have we already generated for Salesforce?

*Uses `canvas_list` with `company` and `content_type: "value_pyramid"`.*

**Read one**

> Open canvas `98b4c290-…` as plain text.

*Uses `canvas_get` with `format: "text"`.*

**Sequences**

> List draft sequences for my territory.

*Uses `sequence_list` with `status: "draft"`.*

***

## Agent conversations (advanced)

> Start a company-scoped agent chat about Microsoft - ask what changed in their earnings narrative this quarter.

*Uses `agent_message_send` with `company: "Microsoft"`, then `get_operation_status`.*

> List my recent agent sessions for Airtable.

*Uses `agent_sessions_list`.*

***

## Multi-step conversation

A natural research → generate chain:

| Turn | You say                                            | Tools used                                                                |
| ---- | -------------------------------------------------- | ------------------------------------------------------------------------- |
| 1    | *"List my accounts in software"*                   | `accounts`                                                                |
| 2    | *"Which are hiring for platform roles?"*           | `jobs_search`                                                             |
| 3    | *"Get insights overview for the top match"*        | `company`                                                                 |
| 4    | *"Generate meeting prep using the right template"* | `templates` → `template_generate` → `get_operation_status` → `canvas_get` |

***

## Tips for better results

<AccordionGroup>
  <Accordion title="Be specific about profile sections">
    Say which angles you care about: *"SWOT and competitors"* rather than *"everything about them"* unless you want `include: ["full"]`.
  </Accordion>

  <Accordion title="Use company names naturally">
    Names are fuzzy-matched against tracked accounts. Domains (`stripe.com`) also work.
  </Accordion>

  <Accordion title="Wait for async jobs">
    After generation or company add, ask the model to *"check operation status"* if it stops early.
  </Accordion>

  <Accordion title="Templates vs lists">
    Ask for *"templates I can use to generate"* vs *"canvases we already created"* - different tools.
  </Accordion>

  <Accordion title="Credits">
    Adding companies and contact enrichment use credits. If you get a 402 error, check your organisation credit balance in PG:AI.
  </Accordion>
</AccordionGroup>