Getting Started

Setup (One Time)

1. 1. Create your account at app.aivi.io

Sign in with Google or email.

1. 2. Connect AIVI to your agent:

Claude Code:
CODEBLOCK0

Then authenticate:
/mcp → select AIVI → Authenticate
Browser opens → sign in with Google → click Allow Access → done.
Tokens persist across server redeploys (Redis-backed).

Claude Desktop / claude.ai:
Settings → Connectors → Add
URL: https://mcp.aivi.io/mcp
Sign in when browser opens.

ChatGPT Developer Mode:
Settings → Connectors → Developer Mode
Add URL: https://mcp.aivi.io/mcp
Sign in when prompted.

OpenClaw / NemoClaw:

clawhub install aivi-engagement

Then authenticate: /mcp → AIVI → Authenticate → done.

All other MCP clients:
Endpoint: https://mcp.aivi.io/mcp
Supports OAuth 2.1 + PKCE.

Need help? app.aivi.io/getting-started

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MCP Connection

Transport	HTTP (streamable-http)
Endpoint

https://mcp.aivi.io/mcp |
| Health | https://mcp.aivi.io/health |
| Auth Resolve | https://mcp.aivi.io/auth/resolve?authorization_id={id} |
| Compatible | Claude Code, Claude Desktop, OpenClaw, NemoClaw, ChatGPT, any MCP client |

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Agent Behavior Rules

Authentication is handled automatically via OAuth 2.1. If credentials are missing, direct user to run /mcp auth in Claude Code or reconnect via Settings → Connectors. Do not ask for API keys.

If skill returns insufficient_funds:

"Add credits at app.aivi.io → Billing"

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Quick Start Prompts

Copy and paste to get started immediately:

1. 1. Score a lead:

"Score the lead at +12065551234"

1. 2. Launch a sequence:

"Launch a 3-day sequence for +12065551234"

1. 3. Check what happened:

"What happened on the last call with +12065551234?"

1. 4. Get ML recommendation:

"What should I do next with +12065551234?"

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AIVI Lead Engagement

Use this skill when the user wants to:

• - Score a lead before contacting them
• Launch an AI voice + SMS sequence
• Check if a phone number is valid or a litigator
• Get ML recommendation on best channel and timing
• Launch a premium Supercharged campaign

Setup Required

MCP endpoint: https://mcp.aivi.io/mcp Auth: OAuth 2.1 (automatic).

Available Skills

qualify_lead ($0.75)

Use when: user wants to verify and qualify a lead before outreach.

Prerequisites — Enable AIVI Insights:
app.aivi.io → Profile icon → Settings → Integrations → AIVI Insights → Activate → Configure tier rules

Example prompts:

• - "Qualify this lead at +12065551234"
• "Is +12065551234 worth contacting?"
• "Verify this lead before we call"

Returns: phone validity and litigator status, contactability level, lead tier (Premium/Standard/Manual/Reject), economic propensity indicators, recommended sequence type, auto-reject flag with reason.

Auto-rejected leads are not charged.

AIVI Insights data is cached for up to 30 days. Cached results are returned free of charge. Re-qualification at $0.75 is recommended when:

• - Lead has been inactive for 30+ days
• Phone ownership may have changed
• Time-sensitive financial qualification (mortgage, auto, insurance, debt consolidation)

Note: Economic indicators are propensity signals at segment level — they reflect likely household characteristics, not verified individual facts.

score_lead ($0.75)

Use when: user wants to score or evaluate a lead before outreach.

Example prompts:

• - "Score this lead at +12065551234"
• "Is this lead worth calling?"
• "What does AIVI know about +13105551234?"

Returns: score 0-100, tier, ML recommendation, phone validity, litigator check, income level, property data, best channel and timing.

launch_sequence

Use when: user wants to start an outreach campaign for a lead.

Example prompts:

• - "Launch a 3-day sequence for this lead"
• "Start the Supercharged 1-day campaign"
• "Enroll +12065551234 in a 12-day sequence with booking enabled"

Sequences: oneday ($1.00), threeday ($1.50), twelve_day ($3.00). Add $1.00 for booking.

decidenextaction

Use when: user wants the ML model to recommend the best next step.

Example prompts:

• - "What should I do next with this lead?"
• "Should I call or text +12065551234?"
• "What's the ML recommendation for this contact?"

Returns: recommended action, channel, timing, all 14 action scores, confidence, exploration flag. Free — no charge.

Prerequisites

For best results, run in this order:

1. 1. scorelead ($0.75) — enriches the lead
2. launchsequence ($1.00-3.00) — starts engagement
3. decidenextaction (free) — optimizes every step

You can use decidenextaction standalone but it works best after at least one scorelead or launchsequence has run.

get_outcome

Use when: user wants to know what happened on a call or sequence.

Example prompts:

• - "What happened on that call?"
• "Did the sequence convert?"
• "Show me the topics from the last call"

Conversational Intelligence

Every call processed by AIVI generates:

• - Topics discussed (automatically extracted)
• Key moments (objections, callbacks, compliance, escalations)
• Sentiment arc (positive, negative, neutral)
• Outcome classification

773 calls analyzed. 494 moments detected:

• - 140 objections raised
• 117 callback promises
• 24 compliance misses
• 12 escalation requests

Works across:

• - Lead generation (new prospects)
• Contact center (inbound + outbound)
• Customer re-activation (lapsed base)
• Ongoing care (existing customers)

Every call makes the next one smarter.

Billing

All skills require AIVI credits. Add credits at app.aivi.io → Billing.

Skill	Cost
qualifylead	$0.75 (cached free, auto-reject free)
scorelead

$0.75 | | launchsequence (oneday) | $1.00 | | launchsequence (threeday) | $1.50 | | launchsequence (twelveday) | $3.00 | | Booking add-on | +$1.00 | | decidenextaction | Free | | get_outcome | Free |