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

# Examples of Connection Usage

> See external connections (MCP) in action with real examples of Outlook, Odoo, and other business systems.

Learn how to use these connections effectively by watching real examples of WonkaChat working with your business systems.

<Info>
  These examples demonstrate the power of external connections, showing how AI can interact with your business systems through natural conversation.
</Info>

***

## Real-World Examples

Watch these examples to see how the external connections work with different types of business systems.

<Tabs>
  <Tab title="Email Management">
    ### Managing Emails with AI

    See how WonkaChat connects to Gmail to help you manage emails, create drafts, and stay organized only by using natural language conversation.

    <iframe className="w-full aspect-video rounded-xl" src="https://www.youtube.com/embed/DzPcF-Z3S0Q" title="Gmail connection in action" frameBorder="0" allow="accelerometer; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowFullScreen />

    ### Common Gmail Use Cases

    <CardGroup cols={2}>
      <Card title="Daily Briefing" icon="newspaper">
        "Give me my daily briefing: today's calendar, unread emails from my team, and any urgent items"
      </Card>

      <Card title="Meeting Preparation" icon="clipboard-list">
        "Find all emails about the Q4 planning meeting and summarize the key discussion points"
      </Card>

      <Card title="Email Cleanup" icon="trash">
        "Show me emails older than 30 days from newsletters and promotional senders"
      </Card>

      <Card title="Follow-Up Tracking" icon="clock-rotate-left">
        "Which emails am I waiting for responses on? Show me emails I sent that haven't been replied to"
      </Card>
    </CardGroup>

    <Info>
      The same capabilities shown with **Gmail** work identically with **Outlook**, or any other email and calendar provider that has an MCP server available on WonkaChat. Just connect the corresponding provider instead!
    </Info>
  </Tab>

  <Tab title="Odoo ERP System">
    ### Managing Business Operations with Odoo

    Watch how WonkaChat integrates with Odoo to help you manage customers, inventory, sales, and operations through AI-powered conversation.

    <iframe className="w-full aspect-video rounded-xl" src="https://www.youtube.com/embed/8OLyI_73ba0" title="Odoo connection demonstration" frameBorder="0" allow="accelerometer; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowFullScreen />

    ### Go further

    <AccordionGroup>
      <Accordion title="Customer Management" icon="users">
        **Example Queries:**

        * "Show me our top 10 customers by revenue this quarter"
        * "Find the contact information for Acme Corporation"
        * "Create a new customer record for ABC Company with email [contact@abc.com](mailto:contact@abc.com)"

        **What Happens:**

        1. AI connects to Odoo CRM module
        2. Queries customer database
        3. Retrieves and formats customer information
        4. Can create or update customer records

        **Benefits:**

        * Quick access to customer data
        * No need to navigate Odoo interface
        * Natural language queries instead of filters
        * Update records through conversation
      </Accordion>

      <Accordion title="Sales Pipeline" icon="chart-line">
        **Example Queries:**

        * "What's the status of our sales pipeline this month?"
        * "Show me all opportunities in negotiation stage"
        * "Update the TechCorp deal to 'Proposal Sent' stage"

        **What Happens:**

        1. AI accesses Odoo sales module
        2. Retrieves pipeline data and opportunities
        3. Presents current status and metrics
        4. Can update opportunity stages and details

        **Benefits:**

        * Real-time pipeline visibility
        * Quick status updates
        * Identify bottlenecks faster
        * Track deals without logging into Odoo
      </Accordion>

      <Accordion title="Inventory Management" icon="warehouse">
        **Example Queries:**

        * "What's our current stock level for Product SKU-12345?"
        * "Show me products below reorder level"
        * "Create a purchase order for 100 units of SKU-67890"

        **What Happens:**

        1. AI queries Odoo inventory module
        2. Retrieves real-time stock levels
        3. Identifies low stock items
        4. Can initiate purchase orders or transfers

        **Benefits:**

        * Instant inventory visibility
        * Proactive low-stock alerts
        * Faster reordering process
        * Reduce stockouts and overstocking
      </Accordion>

      <Accordion title="Order Processing" icon="receipt">
        **Example Queries:**

        * "Show me orders that need to be shipped"
        * "What's the status of order SO-2024-001?"
        * "Create a sales order for customer ABC Company: 50 units of Product X"

        **What Happens:**

        1. AI accesses Odoo sales and warehouse modules
        2. Retrieves order information
        3. Shows fulfillment status
        4. Can create new orders

        **Benefits:**

        * Track orders without manual lookup
        * Faster order creation
        * Identify fulfillment bottlenecks
        * Improve customer response time
      </Accordion>

      <Accordion title="Financial Insights" icon="chart-pie">
        **Example Queries:**

        * "What's our revenue this quarter compared to last quarter?"
        * "Show me outstanding invoices"
        * "Which customers have overdue payments?"

        **What Happens:**

        1. AI connects to Odoo accounting module
        2. Retrieves financial data and reports
        3. Performs calculations and comparisons
        4. Identifies receivables and payables

        **Benefits:**

        * Quick financial insights
        * No need to generate formal reports
        * Track receivables proactively
        * Better cash flow management
      </Accordion>
    </AccordionGroup>

    ### Common Odoo Use Cases

    <CardGroup cols={2}>
      <Card title="Operations Dashboard" icon="gauge">
        "Give me an operations overview: pending orders, low stock items, and overdue invoices"
      </Card>

      <Card title="Customer Service" icon="headset">
        "Find the order history and open support tickets for customer TechCorp"
      </Card>

      <Card title="Sales Reports" icon="file-chart-column">
        "Compare our sales performance: this month vs. last month, broken down by product category"
      </Card>

      <Card title="Procurement" icon="cart-shopping">
        "Which products do I need to reorder? Show me everything below minimum stock level and create purchase orders"
      </Card>
    </CardGroup>

    <Info>
      Odoo has many modules (CRM, Sales, Inventory, Accounting, HR, Manufacturing, etc.). The external connection (MCP) works with all installed modules in your Odoo instance.
    </Info>
  </Tab>

  <Tab title="Multi-Tool Example">
    ### Multi-Tool: Connecting Gmail and Odoo for a Unified Overview

    See a real-world example of how WonkaChat connects to both Gmail and Odoo to provide a unified view of your Odoo contacts, triggered from your email context.

    <iframe className="w-full aspect-video rounded-xl" src="https://www.youtube.com/embed/VickjjG8cLU" title="Multi-tool: Gmail and Odoo contact overview" frameBorder="0" allow="accelerometer; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowFullScreen />

    Connect Gmail and Odoo with WonkaChat to instantly see who you need to contact.
    WonkaChat pulls your contacts from your CRM (e.g. Odoo) and creates a ready-to-send draft in your mailing system (e.g. Gmail) with all the details.

    <Check>
      Effortlessly bridge information between systems and take action in a single step.
    </Check>
  </Tab>

  <Tab title="More Examples">
    ### Additional Business System Examples

    While we have detailed video examples for Outlook and Odoo, here are quick demonstrations of other popular external connections:

    <AccordionGroup>
      <Accordion title="Slack - Team Communication" icon="slack">
        **What You Can Do:**

        * Read messages from specific channels
        * Send messages or announcements
        * Search conversation history
        * Monitor mentions and threads
        * Post automated updates

        **Example Queries:**

        ```
        "Show me messages in #engineering channel from today"
        "Post in #general: 'Team meeting moved to 3 PM'"
        "Search Slack for conversations about the new feature"
        "What are my unread mentions?"
        ```

        **Use Cases:**

        * Stay updated without switching to Slack
        * Automate team notifications
        * Search across all channels at once
        * Monitor important channels
      </Accordion>

      <Accordion title="GitHub - Code Repository" icon="github">
        **What You Can Do:**

        * View repository information
        * List and filter issues
        * Check pull request status
        * Read code files
        * Review commit history

        **Example Queries:**

        ```
        "Show me open issues in the main repository"
        "What's the status of PR #234?"
        "List recent commits to the backend folder"
        "Show me high-priority bugs assigned to me"
        ```

        **Use Cases:**

        * Quick code reviews
        * Issue tracking without leaving WonkaChat
        * Monitor team activity
        * Code search across repositories
      </Accordion>

      <Accordion title="Google Drive - File Storage" icon="google-drive">
        **What You Can Do:**

        * Search for files and folders
        * Read document contents
        * View file metadata
        * List shared files
        * Access recent files

        **Example Queries:**

        ```
        "Find the Q3 planning document"
        "Show me files shared with me this week"
        "What's in the 'Project Alpha' folder?"
        "List my recent spreadsheets"
        ```

        **Use Cases:**

        * Fast file search
        * Document retrieval
        * Content review
        * Shared file tracking
      </Accordion>

      <Accordion title="Salesforce - CRM" icon="salesforce">
        **What You Can Do:**

        * Query leads and opportunities
        * View account information
        * Check pipeline status
        * Update records
        * Run reports

        **Example Queries:**

        ```
        "Show me leads from this month"
        "What's the value of our pipeline in 'Proposal' stage?"
        "Update the TechCorp opportunity to closed-won"
        "Which accounts haven't been contacted in 30 days?"
        ```

        **Use Cases:**

        * Sales pipeline monitoring
        * Lead management
        * Account research
        * Quick record updates
      </Accordion>

      <Accordion title="Jira - Project Management" icon="jira">
        **What You Can Do:**

        * View and filter issues
        * Check sprint progress
        * Update issue status
        * Assign tasks
        * Track project boards

        **Example Queries:**

        ```
        "Show me issues assigned to me"
        "What's the status of the current sprint?"
        "Update PROJ-123 to 'In Review'"
        "List all bugs with high priority"
        ```

        **Use Cases:**

        * Task management
        * Sprint tracking
        * Bug tracking
        * Team workload visibility
      </Accordion>
    </AccordionGroup>

    ### Multi-Business System Workflow Examples

    The real power of external connections (MCP) comes from combining multiple business systems:

    <CardGroup cols={2}>
      <Card title="Research to Documentation" icon="arrows-turn-right">
        **Business Systems:** Google Drive + Odoo

        "Search my Google Drive for market research files, summarize the findings, and create a summary page in Odoo"
      </Card>

      <Card title="Issue to Communication" icon="bug-slash">
        **Business Systems:** GitHub + Slack

        "Find critical issues in the main repo and post a summary to #engineering channel on Slack"
      </Card>

      <Card title="Sales Pipeline to Email" icon="envelope-circle-check">
        **Business Systems:** Salesforce + Outlook

        "Show me opportunities closing this week and draft follow-up emails for each contact"
      </Card>

      <Card title="Task Sync" icon="arrows-rotate">
        **Business Systems:** Jira + ClickUp

        "Find completed tasks in Jira this week and summarize them for my weekly update in ClickUp"
      </Card>

      <Card title="Meeting Preparation" icon="presentation-screen">
        **Business Systems:** Outlook + Google Drive + Odoo

        "Get tomorrow's meeting agenda from Outlook, find related documents in Drive, and create a prep page in Odoo"
      </Card>

      <Card title="Customer Intelligence" icon="magnifying-glass-chart">
        **Business Systems:** Salesforce + Outlook + Slack

        "Gather all information about Acme Corp: Salesforce account, recent emails, and Slack mentions"
      </Card>
    </CardGroup>
  </Tab>
</Tabs>

***

## Tips for Effective Business System Usage

<AccordionGroup>
  <Accordion title="Start with Simple Queries" icon="seedling">
    When you first connect a business system:

    1. **Test basic access**: "Show me my recent items"
    2. **Verify permissions**: Try read operations before write operations
    3. **Explore capabilities**: Ask "What can you do with \[business system]?"
    4. **Gradually increase complexity**: Start simple, then combine operations

    <Tip>
      Don't worry about getting the query perfect. Just describe what you want in natural language and the AI will figure out the right business system operations.
    </Tip>
  </Accordion>

  <Accordion title="Be Specific When Needed" icon="crosshairs">
    While AI handles natural language well, specific details improve results:

    **Less Specific:**

    ```
    "Show me emails"
    ```

    Result: May return too many results or default to today

    **More Specific:**

    ```
    "Show me unread emails from my manager this week"
    ```

    Result: Precisely filtered results

    **Even More Specific:**

    ```
    "Find emails from john@company.com with 'budget' in subject, received in the last 30 days"
    ```

    Result: Exactly what you need
  </Accordion>

  <Accordion title="Use Time Constraints" icon="clock">
    Adding time boundaries improves performance and relevance:

    * "today" / "this week" / "this month"
    * "in the last 7 days"
    * "between January 1 and January 31"
    * "after March 15th"
    * "before the end of Q2"

    **Example:**

    ```
    "Show me Slack messages in #engineering from yesterday"
    ```

    Much faster than querying all messages ever sent.
  </Accordion>

  <Accordion title="Leverage Multi-Step Requests" icon="list-ol">
    You can ask AI to perform multiple operations in sequence:

    ```
    "Check my calendar for availability tomorrow afternoon, 
    then email those times to sarah@company.com"
    ```

    AI will:

    1. Connect to the calendar
    2. Find available slots
    3. Connect to the email
    4. Draft and send email

    **No need to break it into separate queries!**
  </Accordion>

  <Accordion title="Review Before Action" icon="eye">
    For operations that modify data (send, create, update, delete):

    * Ask the AI to show you a preview before any changes are made
    * Review the proposed action thoroughly before approving it
    * Request modifications as needed: "Make the email more formal"
    * Always verify recipient addresses and all critical information
    * Direct the AI when you want to pause: "Don't send this yet, just show me the draft"

    <Info>
      To enhance safety, we provide a <strong>Safe Mode</strong> that keeps you in control whenever agents or AI models perform actions. When Safe Mode is enabled, you must explicitly approve or reject all modifications before they take effect.

      <br />

      Learn more in the <a href="#safe-mode-human-in-the-loop">Safe Mode: Human-in-the-Loop</a> section.
    </Info>

    <Warning>
      Some actions (such as sending emails or creating orders) may be irreversible. Always double-check your intent before confirming the AI to proceed.
    </Warning>
  </Accordion>
</AccordionGroup>

<Check>
  You now have a complete understanding of how MCP connections work in practice. Start connecting business systems and experimenting with your own use cases!
</Check>
