# Guided workflows

> The seven ready-made workflows the Bigly MCP offers, what each one does, and how to start it from your AI assistant.

- Section: Using the MCP (AI assistant) › Reference
- Web page: https://docs.biglysales.com/mcp/guided-workflows
- Video: placeholder — "Using Bigly's guided workflows" (not yet recorded)

Bigly comes with seven **guided workflows** (MCP calls them *prompts*). Each one is a short script that tells your AI assistant which questions to ask you, what to look up, which rules to respect, and to preview every change before saving it. They're the quickest way to get a common job done correctly.

## Before you start

- [Connect your AI assistant](https://docs.biglysales.com/mcp/connect.md).
- Anyone with MCP access can start a workflow. To **save** the changes it suggests, you also need permission to change that area. See [How changes are made safely](https://docs.biglysales.com/mcp/how-changes-work.md).

## How to start a workflow

How you start one depends on your assistant:

| Assistant | How to start |
|---|---|
| **Claude Code** | Type `/mcp__bigly__` and the workflow name, for example `/mcp__bigly__configure_working_hours` |
| **VS Code / GitHub Copilot** | Type `/mcp.bigly.` and the workflow name |
| **Gemini CLI** | Type `/` and the workflow name |
| **Claude, ChatGPT and others** | Describe what you want, as in the examples below. The assistant uses the same tools and rules. |

## Onboard for AI calling

**Name:** `onboard_tenant_ai` (*Onboard a tenant for AI calling*)

The full setup checklist for AI voice calling. The assistant reviews your account and works through calling hours, voice and model, voice prompt and intros, the after-hours intro, follow-ups, guard rails and a final check, then turns AI calling on last. It uses the other workflows for individual steps. See [Onboarding guide](https://docs.biglysales.com/mcp/onboarding-guide.md).

Walk me through setting up our Bigly AI agent for calling, step by step.

## Onboard for browser web calling

**Name:** `onboard_web_call_tenant` (*Onboard a tenant for browser web calling*)

For accounts that use only the browser call widget. It covers the voice agent, prompt and intro, the websites allowed to show the widget, the consent text, a test, switching web calling on, and adding the widget code to your site. It skips phone numbers and compliance steps, which don't apply. See [Web calling](https://docs.biglysales.com/mcp/web-call.md).

> **Example request to your AI assistant:** "Help me get the Bigly web call widget live on our website, example.com."

## Configure calling hours

**Name:** `configure_working_hours` (*Configure calling / working hours*)

Sets your timezone and the calling window for each day of the week. The assistant sets the timezone first, makes sure every day you call has at least one time slot, and warns you that unset hours fall back to a default weekday window. It also reminds you to check your after-hours intro. See [AI settings](https://docs.biglysales.com/mcp/ai-settings.md) and [Calling hours](https://docs.biglysales.com/manual/calling-hours.md).

> **Example request to your AI assistant:** "Set our calling hours to 9am to 6pm Eastern, Monday to Friday, and 10am to 2pm on Saturday."

## Change the voice or model

**Name:** `change_voice_or_model` (*Change the AI voice or model*)

Lets you describe a voice or model in plain words, such as *"a female Spanish voice"* or *"a faster model"*. The assistant finds the matching option in Bigly's catalog, keeps the voice and listening language consistent, and previews the switch. See [Voice prompt](https://docs.biglysales.com/mcp/voice-prompt.md).

> **Example request to your AI assistant:** "Switch our agent to a warm female English voice and show me the options first."

## Set up a follow-up sequence

**Name:** `setup_followup_sequence` (*Set up a followup sequence*)

Builds either your **first-day** follow-ups (a short sequence right after the first call) or your **regular** recurring follow-ups. It asks which one you mean, restates the whole final sequence, and previews it. Saving a sequence replaces the existing one, so the preview shows every step. See [Follow-up sequences](https://docs.biglysales.com/mcp/followup-sequences.md) and [First-day follow-up](https://docs.biglysales.com/mcp/first-day-followup.md).

> **Example request to your AI assistant:** "Set up first-day follow-ups: a text 10 minutes after a missed call, then another call 2 hours later."

## Create an SMS agent

**Name:** `create_sms_agent` (*Create an SMS agent*)

Creates an AI agent that answers inbound text messages: its name, tone, greeting, instructions and model. The assistant checks that the greeting only uses placeholders Bigly understands, and that only one active agent is the default. See [SMS agents](https://docs.biglysales.com/mcp/sms-agents.md).

> **Example request to your AI assistant:** "Create an SMS agent that answers questions about our solar quotes in a friendly tone and offers to book a call."

## Diagnose blocked calls

**Name:** `diagnose_blocked_calls` (*Diagnose blocked AI calls*)

A **read-only** check that explains why AI calls aren't going out. The assistant looks at the reasons Bigly blocks calls, such as do-not-call and litigator checks, zip code limits, calling hours, and per-contact call caps, then tells you which setting is likely responsible. It doesn't change anything or show contact details. See [Troubleshooting](https://docs.biglysales.com/mcp/troubleshooting.md).

> **Example request to your AI assistant:** "Our AI calls aren't going out. Diagnose why without changing anything."

## Common questions

**Do I have to use a workflow?** No. You can ask for any change directly. Workflows just make sure the assistant asks the right questions and follows the right order.

**Can a workflow make changes without asking?** No. Every change it suggests is previewed and needs your confirmation.

## Related

- [Onboarding guide](https://docs.biglysales.com/mcp/onboarding-guide.md)
- [Reference material](https://docs.biglysales.com/mcp/reference-resources.md)
- [How changes are made safely](https://docs.biglysales.com/mcp/how-changes-work.md)

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All documentation pages: https://docs.biglysales.com/llms.txt