# Dialog Insight MCP for AI Agents AI Agent Connect > Dialog Insight lets you manage marketing contacts and track campaign performance through your AI agent. It connects your CRM and marketing automation data to your daily workflow, making it easy to pull contact profiles, monitor email and SMS results, and oversee active customer journeys using natural language commands. ## Overview - **Category:** marketing-automation - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_no1UmR4MrfEbjUFeQVWTlUhnNwqrcxs94osgHNfk/ai-agent-connect - **Tags:** email-marketing, crm, audience-segmentation, campaign-analytics ## Description You spend a lot of time jumping between tabs to see how your latest email blast performed or to find that one specific customer who had a weird interaction last week. This Connector changes that by bringing your Dialog Insight data directly into your chat interface. Instead of hunting for a specific dashboard, you can just ask your agent to pull a list of high-performing campaigns or check the status of your active marketing workflows. It makes your relationship marketing feel more like a conversation and less like a data entry chore. You can quickly see which audience segments are growing or grab a detailed history on a contact's subscription preferences without ever leaving your workspace. It's a way to keep your marketing team aligned on the same numbers without the constant back and forth of manual reports. By using this through the Vinkius catalog, you get a direct line to your CRM data that actually moves at the speed of your thoughts. ## Tools ### search_contacts_by_email Find a specific contact using their email address. This is the fastest way to pull up a profile when you only have an email. ### add_new_marketing_contact Create a new record in your Dialog Insight database. This helps you keep your contact list updated without manual entry. ### get_account_metadata Retrieve your account settings and limits. Use this to check what your current plan allows. ### get_campaign_performance Get detailed metrics for a specific campaign. You can use this to see exactly how well an email or SMS performed. ### list_audience_segments See all your configured audience segments. This helps you understand how you are grouping your customers. ### list_high_performing_campaigns Identify campaigns with the best engagement rates. This quickly highlights your most successful marketing efforts. ### get_contact_profile View a specific contact's profile and history. This is great for getting a quick summary of a customer's interactions. ### list_active_automations See all your running marketing workflows. Use this to keep an eye on your active customer journeys. ### list_marketing_campaigns List every email and SMS campaign in your account. This is your go-to for a high-level view of your marketing efforts. ### list_marketing_contacts Pull a list of all contacts in your organization. Use this to see your total reach at a glance. ## Prompt Examples **Prompt:** ``` Show me the stats for our last 'Spring Sale' email. ``` **Response:** ``` ### Campaign Performance: Spring Sale | Metric | Value | | :--- | :--- | | **Open Rate** | 22% | | **Click-Through Rate** | 3.5% | | **Unique Clicks** | 1,200 | This campaign is performing well above our average click-through rate of 2.1%. ``` **Prompt:** ``` Find the VIP customer with the email user@example.com. ``` **Response:** ``` ### Contact Profile: user@example.com * **Status:** Active * **Segment:** VIP Customers * **Last Interaction:** June Digest Email They have been part of our VIP segment for over 6 months. Would you like to see their specific custom field values? ``` **Prompt:** ``` What are our active marketing workflows right now? ``` **Response:** ``` ### Active Marketing Automations * **Welcome Sequence** (Active) * **Abandoned Cart Recovery** (Active) * **Monthly Newsletter Digest** (Paused) There are currently 2 active workflows running. ``` ## Capabilities ### Pull contact history Get detailed profiles and interaction history for specific customers. ### Monitor campaign results See open and click rates for your email and SMS efforts. ### Track automation workflows See which marketing journeys are currently running. ### Find audience segments View your configured targeting groups and member counts. ### Add new contacts Create new records in your marketing database instantly. ### Check account limits View your current settings and account constraints. ## Use Cases ### Quick Campaign Audits A manager asks their agent to compare the open rates of last month's SMS blasts against their emails using get_campaign_performance. ### Customer Support Research A specialist finds a user's history by asking the agent to search_contacts_by_email and pull their profile. ### Audience Size Checks A marketer asks the agent to list_audience_segments to see how many people are currently in the VIP group. ### Workflow Monitoring A digital marketer asks the agent to list_active_automations to ensure the seasonal promotion journeys are running. ## Benefits - Stop manual data entry by using add_new_marketing_contact to populate your CRM instantly through your AI client. - Get instant answers on your best work by using list_high_performing_campaigns to see what's actually converting. - Keep a pulse on your marketing engine with list_active_automations to see every journey currently in progress. - Avoid tab fatigue by using get_campaign_performance to pull open and click rates for any email or SMS blast. - Understand your reach faster by using list_audience_segments to see group sizes and targeting configurations. - Research customers in seconds with search_contacts_by_email to pull up detailed histories and preferences. ## How It Works The bottom line is you get a chat-based interface for your entire marketing automation and CRM suite. 1. Connect your Dialog Insight account to the Vinkius platform. 2. Provide your API Key and Account ID to authorize the connection. 3. Ask your AI client to pull campaign stats, find contacts, or list your active segments. ## Frequently Asked Questions **What can the Dialog Insight MCP do for my marketing team?** It lets your team query your CRM and marketing automation data using natural language. You can get campaign stats, find contact profiles, and see your active workflows without leaving your chat app. **How does Dialog Insight MCP help with campaign tracking?** It pulls real-time metrics like open and click rates for both email and SMS. You can ask your agent to compare different campaigns or find your best-performing ones instantly. **Can I use Dialog Insight MCP to manage my customer list?** Yes, you can use it to list all your contacts, search for specific people by email, and even add new marketing contacts directly through your AI client. **How do I see my audience segments with Dialog Insight MCP?** Your agent can list all your configured segments and tell you the estimated member counts. This makes it easy to see how your targeting is distributed. **Can Dialog Insight MCP track my automated workflows?** It can list all your active marketing automations. This helps you keep track of which customer journeys are currently running without checking the main dashboard. **Is Dialog Insight MCP good for CRM research?** It's great for that. You can pull up a detailed profile and history for any contact, making it easy to see their previous interactions and subscription preferences. **How does Dialog Insight MCP handle SMS and email performance?** It treats both equally, pulling performance metrics for both types of campaigns so you can see your full marketing reach in one view. **How do I get Dialog Insight API credentials?** Log in to your Dialog Insight account, navigate to **Configuration > API**, and you will find your API Key (AuthKey) and Account ID (idAccount) there. **Can the agent see real-time campaign engagement?** Yes, you can use the get_campaign_performance tool to retrieve the latest reported metrics for any of your active email or SMS campaigns. **Does the integration support segment searching?** Yes, you can list all configured audience segments, allowing the agent to provide information on segment definitions and sizes.