# Workshop_2026_10_13 HANDOUT: Sure Send inside your AI assistant

DRAFT for Architect review before it goes to attendees. Verify the connection steps against each assistant's current menus before sending.

# Sure Send inside your AI assistant

Workshop handout, 2026-10-13

Sure Send connects directly to the AI assistants you already use. Once connected, you ask questions about your own database in plain English and have the assistant do work in your account for you. This sheet has the connection steps and eight prompts to copy and try.

## Connect it (about five minutes)


1. In Sure Send, open **Team Settings > MCP Server**. That page has a step-by-step guide for every major assistant, with screenshots.
2. Pick your assistant and follow its steps. Every one comes down to the same three moves: add a connector, name it Sure Send CRM and paste the address `https://suresend.ai/mcp`, then sign in with your Sure Send login in the browser window that opens.
3. No API keys, no passwords shared. You sign in once; you can revoke access any time from your assistant's settings or from Sure Send.
4. Back in the chat, type: **What can you do with my Sure Send account?** If it lists things like searching contacts, adding notes and creating tasks, you are connected.

## What it can see and do

96 tools across 14 areas, all respecting your team role and permissions. It can only see what you can see.

* **See:** contacts and companies with full history, notes, tasks, appointments, contracts, calls with transcripts and sentiment, sent and received emails, templates, automations, newsletters and their stats, referrals, the shared library, and your dashboard: metrics, Win the Day, call reports, hot leads.
* **Do:** create and update contacts and companies, add notes, create and complete tasks, create appointments and contracts, draft and save email and text templates, schedule or send emails and texts, enroll or unenroll contacts in automations, build a draft automation from a description, refer a lead to another team.
* **Ask it to show you first:** anything that sends a message or bulk-changes records. Dry runs and drafts are built in; make them your habit.
* **Only your account.** It reaches the Sure Send account you signed in with and nothing else.

## Eight prompts to try

Copy, paste, replace the names.


1. **Summarize a contact.** "Find Maria Lopez in Sure Send and summarize her history: notes, tasks, last contact, stage."
2. **Who went quiet.** "Which of my contacts have had no activity in the last 30 days? List the top ten with their stage."
3. **Overdue, ranked.** "Show my overdue tasks, ranked by how long the contact has been waiting."
4. **Today's numbers.** "What are my Win the Day numbers so far today?"
5. **Add a note.** "Add a note to Maria Lopez: Spoke today, wants to tour the Oak Street listing Saturday."
6. **Create a task.** "Create a task for me to call Maria Lopez next Tuesday at 10 AM about the Oak Street tour."
7. **Draft a template.** "Write an email template for a new buyer lead who filled out a form on my website. Warm, short, one question at the end. Save it to my templates."
8. **Draft a text, then decide.** "Draft a text to Maria Lopez confirming Saturday's tour. Show it to me before sending."

## Good habits

* Start every request with "in Sure Send" or the contact's full name so the assistant knows where to look.
* Ask it to show you before it sends. Make that your default.
* Check the record afterward the first few times. Trust builds fast once you have seen it land.
* If it says it cannot find something, ask it to search by email or phone instead of name.

## Not yet

Leaderboards, appointment outcomes, and bulk operations across your whole database are not available through the connection today. Feature requests go to support@suresend.ai with "AI connector" in the subject line.

## Two more prompts if time allows


 9. **Pipeline review.** "Give me a summary of all open contracts and their current stages."
10. **Build an automation.** "Create a draft automation: when a lead's stage changes to Engaged, wait one day, send the Welcome email template, then create a follow-up task. Give me the link to review it."