Query Prompts

Overview

Prompts are pre-built query templates that help you effectively search and retrieve vCons using the MCP server's search tools. They guide you on:

  • Exact match searches using tags

  • Keyword searches for specific phrases

  • Semantic searches for natural language queries

  • Complex multi-criteria searches combining multiple filters

  • Best practices for different query scenarios

Available Prompts

1. Find by Exact Tags

Prompt: find_by_exact_tags

Use when: You need precise category matching with specific tag values.

Example queries:

  • "Find all customers from June that were tagged as 'angry'"

  • "Show me high-priority sales calls"

  • "List all support tickets marked as urgent"

Arguments:

  • tag_criteria (required): Natural language description of tags to match

  • date_range (optional): Date range description

What it teaches:

  • How to parse natural language into specific tag key-value pairs

  • Converting date descriptions to ISO 8601 format

  • Using the search_by_tags tool effectively

  • When to use get_unique_tags to discover available tags

2. Find by Semantic Search

Prompt: find_by_semantic_search

Use when: You want to find conversations by meaning, not just exact words.

Example queries:

  • "Find all the angry customers from June"

  • "Show me conversations about billing problems"

  • "Locate positive customer feedback"

Arguments:

  • search_description (required): Natural language description of what you're looking for

  • date_range (optional): Date range description

What it teaches:

  • How semantic search finds meaning beyond keywords

  • Understanding similarity thresholds (0.6-0.8)

  • Using the search_vcons_semantic tool

  • When embeddings are required vs. keyword search

3. Find by Keywords

Prompt: find_by_keywords

Use when: You need to find specific words or phrases in conversation content.

Example queries:

  • "Find conversations mentioning 'refund'"

  • "Search for 'technical support' in dialogs"

  • "Locate invoice #12345 discussions"

Arguments:

  • keywords (required): Specific keywords or phrases to search

  • filters (optional): Additional filters like dates, tags, parties

What it teaches:

  • Full-text search capabilities

  • What content is searchable (dialog, analysis, subject, parties)

  • Using the search_vcons_content tool

  • Interpreting relevance scores and snippets

4. Find Recent by Topic

Prompt: find_recent_by_topic

Use when: You need recent conversations filtered by topic or category.

Example queries:

  • "Show me recent support calls"

  • "Find this week's sales conversations"

  • "List today's billing inquiries"

Arguments:

  • topic (required): Topic or category to search

  • timeframe (optional): Recency timeframe (default: last 30 days)

What it teaches:

  • Converting relative time phrases to date ranges

  • Choosing between tag-based and semantic search

  • Combining date filters with topic searches

  • Sorting and presenting time-sensitive results

5. Find by Customer/Party

Prompt: find_by_customer

Use when: You need all conversations involving a specific person.

Example queries:

  • "Find all conversations with [email protected]"

  • "Show me calls from 555-1234"

  • "List all interactions with Jane Smith"

Arguments:

  • party_identifier (required): Name, email, or phone number

  • date_range (optional): Date range to filter results

What it teaches:

  • Identifying party type (email vs. phone vs. name)

  • Using the appropriate party filter

  • Using the search_vcons tool with party parameters

  • Understanding case-insensitive and partial matching

6. Discover Available Tags

Prompt: discover_available_tags

Use when: You want to explore what tags exist in your system.

Example queries:

  • "What tags are available for filtering?"

  • "Show me all department tags"

  • "List available priority levels"

Arguments:

  • tag_category (optional): Focus on specific tag category

What it teaches:

  • Using the get_unique_tags tool

  • Understanding tag structure (key-value pairs)

  • Viewing tag usage counts

  • Building effective tag-based queries

7. Complex Multi-Criteria Search

Prompt: complex_search

Use when: You need to combine multiple search criteria.

Example queries:

  • "Find high-priority sales calls from Q1 where customer mentioned pricing"

  • "Show angry customers from the support department this month"

  • "List urgent billing issues from last week"

Arguments:

  • search_criteria (required): Complete search description with all criteria

What it teaches:

  • Breaking down complex queries into components

  • Choosing the right search strategy for mixed criteria

  • Combining tags, keywords, dates, and semantic search

  • Using the search_vcons_hybrid tool effectively

8. Find Similar Conversations

Prompt: find_similar_conversations

Use when: You want to find conversations similar to a specific one.

Example queries:

  • "Find conversations similar to UUID abc-123-def"

  • "Show me calls like this customer complaint"

  • "Locate similar support tickets"

Arguments:

  • reference (required): vCon UUID or topic description

  • limit (optional): Number of similar conversations (default: 10)

What it teaches:

  • Using vCon embeddings for similarity

  • Adjusting similarity thresholds

  • Understanding semantic similarity scores

  • When to use UUID vs. description

9. Help Me Search

Prompt: help_me_search

Use when: You're unsure which search approach to use.

Example queries:

  • "How do I find billing disputes?"

  • "What's the best way to search for recent angry customers?"

  • "Should I use tags or keywords for this search?"

Arguments:

  • what_you_want (required): Description of what you're trying to find

What it teaches:

  • Decision tree for choosing search tools

  • Understanding exact match vs. keyword vs. semantic search

  • Query optimization strategies

  • Common pitfalls to avoid

How to Use Prompts

In Claude Desktop or Compatible MCP Clients

  1. List available prompts: The client will automatically discover prompts from the server.

  2. Select a prompt: Choose the prompt that matches your use case.

  3. Fill in arguments: Provide the required information (e.g., search criteria, date range).

  4. Execute: The prompt will guide you with a detailed strategy and example tool calls.

Example Workflow

User Goal: Find angry customers from June

  1. Choose Prompt: find_by_exact_tags (if you have sentiment tags) or find_by_semantic_search (for natural language)

  2. Provide Arguments:

    • tag_criteria: "angry customers"

    • date_range: "from June"

  3. Follow Guidance: The prompt will show:

    • How to parse "angry" into {sentiment: "angry"}

    • How to convert "June" to ISO 8601 dates

    • Which tool to call (search_by_tags)

    • Example JSON for the tool call

  4. Execute Tool: Use the suggested tool with parameters

  5. Review Results: Get matching vCons with UUIDs and details

Search Strategy Decision Tree

Use this flowchart to choose the right prompt:

Do you know the exact tag value?
├─ YES → Use "find_by_exact_tags"
└─ NO
   ├─ Do you need specific words/phrases?
   │  └─ YES → Use "find_by_keywords"
   └─ NO
      ├─ Are you searching by meaning/concept?
      │  └─ YES → Use "find_by_semantic_search"
      └─ NO
         ├─ Is this a person/party search?
         │  └─ YES → Use "find_by_customer"
         └─ NO
            ├─ Multiple criteria?
            │  └─ YES → Use "complex_search"
            └─ UNSURE → Use "help_me_search"

Prompt Benefits

1. Educational

Prompts teach you:

  • How the search tools work

  • Best practices for each scenario

  • Parameter optimization

  • Error handling and fallbacks

2. Efficient

Prompts provide:

  • Pre-structured queries

  • Example JSON for tool calls

  • Step-by-step guidance

  • Time-saving templates

3. Comprehensive

Prompts cover:

  • All search tool variations

  • Date parsing and formatting

  • Tag discovery and usage

  • Multi-criteria combining

Search Tool Reference

Here's a quick reference of the tools prompts will guide you to use:

Tool
Purpose
Key Parameters

search_vcons

Basic metadata search

party_name, party_email, subject, dates

search_vcons_content

Keyword search

query, tags, dates

search_vcons_semantic

Semantic/meaning search

query, threshold, tags

search_vcons_hybrid

Combined approach

query, semantic_weight, tags

search_by_tags

Exact tag matching

tags (object), limit

get_unique_tags

Discover available tags

include_counts, key_filter

get_vcon

Retrieve specific vCon

uuid

Common Use Cases

Customer Service

  • Find escalated issues: find_by_exact_tags with priority tags

  • Search complaints: find_by_semantic_search for "complaints" or "issues"

  • Track customer history: find_by_customer with email/phone

Sales

  • High-value opportunities: find_by_exact_tags with priority + department

  • Pricing discussions: find_by_keywords searching for "pricing" or "quote"

  • Recent qualified leads: find_recent_by_topic with "sales" topic

Analytics

  • Sentiment analysis: find_by_exact_tags or find_by_semantic_search for sentiment

  • Topic clustering: find_similar_conversations to group related calls

  • Trend discovery: find_recent_by_topic with time ranges

Compliance

  • Audit trails: find_by_customer for specific party interactions

  • Keyword monitoring: find_by_keywords for compliance terms

  • Tag validation: discover_available_tags to review taxonomy

Tips and Best Practices

Start Broad, Then Narrow

  1. Begin with discover_available_tags to see what's possible

  2. Use help_me_search to understand the best approach

  3. Execute the recommended search

  4. Refine with additional filters if needed

Use Date Filters Effectively

  • Relative: "last week", "this month", "Q1"

  • Absolute: "June 2024", "2024-01-01 to 2024-03-31"

  • Recent: Defaults to last 30 days in most prompts

Tag Strategy

  • Use get_unique_tags first to discover what tags exist

  • Tag searches are EXACT - "angry" won't match "frustrated"

  • Combine tags with AND logic (all must match)

  • Consider semantic search for fuzzy matching

Semantic Search Considerations

  • Requires pre-generated embeddings

  • Works across synonyms and paraphrases

  • Adjust threshold based on precision needs:

    • 0.6-0.7: Broader results

    • 0.7-0.8: Balanced

    • 0.8-0.9: Very similar only

Performance Optimization

  • Always use date filters for "recent" queries

  • Limit results to what you need (10-50)

  • Use tags to pre-filter before content search

  • Start with exact matches, fall back to semantic

Integration with Other Features

With Resources

After finding vCons, access them via resources:

vcon://{uuid}

With Tags

Use prompts to search, then use tag tools to organize:

  • manage_tag - Add/update/remove tags

  • get_tags - View existing tags

  • remove_all_tags - Clear tags

With Database Tools

Combine prompt-guided searches with:

  • get_database_stats - Analyze search performance

  • analyze_query - Optimize slow searches

Troubleshooting

"No results found"

  1. Try discover_available_tags to verify tags exist

  2. Broaden date range or remove filters

  3. Use semantic search for fuzzy matching

  4. Check if embeddings are generated (for semantic search)

"Embedding generation not yet implemented"

  1. Fall back to search_vcons_content for keywords

  2. Or generate embeddings using provided scripts

  3. Or use search_vcons_hybrid with low semantic weight

Too many results

  1. Add date range filters

  2. Include more specific tags

  3. Use more specific keywords

  4. Increase semantic threshold

Wrong results

  1. Verify tag values with get_unique_tags

  2. Check date format (should be ISO 8601)

  3. Try different search strategy (exact vs. semantic)

  4. Use help_me_search prompt for guidance

Next Steps

  • Try the prompts: Start with help_me_search to explore

  • Learn the tools: Each prompt teaches specific tool usage

  • Optimize queries: Use insights to build better searches

  • Discover your data: Use discover_available_tags to understand your corpus

For more information:

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