# NIS Demo Walkthrough — Hands-On Feature Tour

A step-by-step walkthrough that exercises every NIS feature. Follow along in order — each step builds on the previous one. By the end you'll have created companies, contacts, logged interactions, tracked tasks, reviewed your pipeline, and used search and queries.

Use your server's URL wherever you see `your-server` below.

---

## Part 1: Create a Company

**Goal:** Add a company to track a potential deal.

1. Open `https://your-server/nis` in your browser.
2. You land on the **Today** dashboard. The page is empty — that's normal, we have no data yet.
3. Click **Companies** in the top nav bar.
4. You see an empty table with "No companies yet." Click the **+ Company** button.
5. A modal form opens. Fill in the fields:

   | Field | Type This |
   |-------|-----------|
   | Name | `Brightwave Analytics` |
   | Stage | Select **Prospect** from the dropdown |
   | Priority | `7` |
   | Deal Value ($) | `45000` |
   | Location | `Austin, TX` |
   | Purpose | `Data analytics platform for mid-market retail` |
   | Interest | `AI-powered forecasting integration` |
   | Tags | `analytics, ai-consulting, q1-target` |

6. Click **Create**.
7. You're taken to the Brightwave Analytics detail page. Verify:
   - Stage shows a blue **prospect** badge
   - Priority shows an orange dot and `7`
   - Deal Value shows `$45,000`
   - Tags show three badges: `analytics`, `ai-consulting`, `q1-target`
   - Contacts section says "No contacts linked to this company."
   - Notes section says "No notes yet."

**What you just did:** Created a company record with pipeline stage, deal value, and tags. This company now appears in your Pipeline and Companies list.

---

## Part 2: Create a Second Company

**Goal:** Add another company so you can see multiple entries and compare in the pipeline.

1. Click **Companies** in the nav bar.
2. You see Brightwave Analytics in the table. Click **+ Company** again.
3. Fill in:

   | Field | Type This |
   |-------|-----------|
   | Name | `Coastal Logistics` |
   | Stage | Select **Lead** |
   | Priority | `4` |
   | Deal Value ($) | `20000` |
   | Location | `Miami, FL` |
   | Purpose | `Supply chain management for regional distributors` |
   | Interest | `Warehouse automation consulting` |
   | Tags | `logistics, florida, warm-lead` |

4. Click **Create**.
5. Click **Companies** in the nav bar. You now see both companies in the table.

---

## Part 3: Create Contacts

**Goal:** Add people and link one to a company.

### Contact 1: Sarah Chen

1. Click **Contacts** in the nav bar.
2. The table is empty. Click **+ Contact**.
3. Fill in:

   | Field | Type This |
   |-------|-----------|
   | Name | `Sarah Chen` |
   | Nickname | `SC` |
   | Stage | Select **Prospect** |
   | Priority | `7` |
   | Location | `Austin, TX` |
   | Relation | `CTO` |
   | Birthday | `03-15` |
   | Contact Every | `biweekly` |
   | Background | `CTO at Brightwave Analytics. Met at React Conf 2025. Interested in AI forecasting for their retail clients. Technical background, makes fast decisions.` |
   | Referred By | `Mike Johnson` |
   | Tags | `vip, ai-consulting, decision-maker` |

4. Click **Create**.
5. You land on Sarah's detail page. Verify all fields display correctly. Note the birthday shows `03-15` and Contact Every shows `biweekly`.

### Contact 2: David Park

1. Click **Contacts** in the nav bar, then **+ Contact**.
2. Fill in:

   | Field | Type This |
   |-------|-----------|
   | Name | `David Park` |
   | Stage | Select **Lead** |
   | Priority | `5` |
   | Location | `Miami, FL` |
   | Relation | `Operations Director` |
   | Contact Every | `monthly` |
   | Background | `Operations Director at Coastal Logistics. Interested in warehouse automation. Cautious buyer, needs ROI data before committing.` |
   | Tags | `logistics, needs-roi-data` |

3. Click **Create**.

### Contact 3: Maria Lopez

1. Click **Contacts** → **+ Contact**.
2. Fill in:

   | Field | Type This |
   |-------|-----------|
   | Name | `Maria Lopez` |
   | Nickname | `ML` |
   | Stage | Select **Client** |
   | Priority | `8` |
   | Location | `San Francisco, CA` |
   | Relation | `VP Engineering` |
   | Birthday | `07-22` |
   | Contact Every | `weekly` |
   | Background | `VP Engineering at current client. Active project for AI model deployment. Very responsive, prefers Slack and email. Budget approved through Q3.` |
   | Tags | `vip, active-project, ai-deployment` |

3. Click **Create**.

**Checkpoint:** Click **Contacts** in the nav bar. You should see 3 contacts in the table — Sarah Chen, David Park, and Maria Lopez — each with their stage badge, priority dot, and tags.

---

## Part 4: View and Filter Contacts

**Goal:** Use the filter and sort controls.

1. On the Contacts page, look at the top controls bar.
2. Click the **Stage dropdown** and select **Prospect**. The table filters to show only Sarah Chen.
3. Change the dropdown back to **All stages**. All 3 contacts appear.
4. Click the **Sort dropdown** and select **priority**. Maria Lopez (priority 8) appears first, then Sarah Chen (7), then David Park (5).
5. Change sort to **name**. The contacts reorder alphabetically.
6. Set sort back to **Default**.

---

## Part 5: Edit a Contact

**Goal:** Update a contact's information.

1. Click **David Park** in the contacts table to open his detail page.
2. Click the **Edit** button (blue, top right).
3. The edit form opens with David's current values pre-filled.
4. Change these fields:
   - **Priority:** Change from `5` to `6`
   - **Tags:** Change to `logistics, needs-roi-data, follow-up-needed`
5. Click **Update**.
6. You're back on David's detail page. Verify priority now shows `6` with an orange dot, and tags include the new `follow-up-needed` badge.

---

## Part 6: Log an Interaction

**Goal:** Record a phone call with Sarah Chen.

1. Click **Contacts** in the nav bar, then click **Sarah Chen** to open her detail page.
2. Scroll down — the Notes & Interactions section says "No notes yet."
3. Click the **Log Interaction** button (green).
4. A modal form opens. Fill in:

   | Field | Type This |
   |-------|-----------|
   | Content | `Called Sarah to discuss AI forecasting integration. She wants a proof-of-concept using their Q4 retail data. Budget is $45k, timeline 3 months. Will send a scoping document by Friday. She mentioned her CEO is also interested and may join the next call.` |
   | Channel | Select **phone** |
   | Tags | `scoping, follow-up-needed` |
   | Next Action | `Send scoping document by Friday` |

5. Click **Log**.
6. The page refreshes to Sarah's detail page. Scroll down to Notes & Interactions. You now see:
   - A note card with today's date and time
   - Channel badge showing **phone**
   - The full content you typed
7. Scroll up — **Last Contact** now shows today's date with "just now" or similar.

**What happened behind the scenes:** NIS created a note, updated Sarah's `last_contact_at` to now, and since she has `contact_every: biweekly`, automatically scheduled her `next_contact_at` to 14 days from now.

---

## Part 7: Log a Second Interaction (Different Contact)

**Goal:** Build interaction history on another contact.

1. Click **Contacts** → click **Maria Lopez**.
2. Click **Log Interaction** (green button).
3. Fill in:

   | Field | Type This |
   |-------|-----------|
   | Content | `Weekly sync on AI deployment project. Model accuracy reached 94% on test dataset. Moving to staging environment next week. She wants a demo for the executive team on March 10. Needs presentation materials.` |
   | Channel | Select **meeting** |
   | Tags | `weekly-sync, demo-prep` |
   | Next Action | `Prepare executive demo materials for March 10` |

4. Click **Log**.
5. Verify the interaction appears in Maria's Notes & Interactions section.

---

## Part 8: View the Pipeline

**Goal:** See your contacts and companies organized by stage.

1. Click **Pipeline** in the nav bar.
2. You see a Kanban-style board with columns:
   - **Lead** column: Coastal Logistics (company) and David Park (contact)
   - **Prospect** column: Brightwave Analytics (company) and Sarah Chen (contact)
   - **Client** column: Maria Lopez (contact)
   - **Partner** and **Inactive** columns: empty
3. Above the columns, stat cards show counts per stage.
4. In the Prospect column, click the **Brightwave Analytics** card. You're taken to the Brightwave detail page.
5. Click **Pipeline** again to return to the board.
6. Click the **Sarah Chen** card in the Prospect column. You're taken to Sarah's detail page with her interaction history.

**What you're seeing:** A visual snapshot of where every relationship stands. Deal values appear on company cards — Brightwave shows `$45,000` in the Prospect column.

---

## Part 9: Use Search

**Goal:** Find data across contacts, companies, and notes.

1. Click **Search** in the nav bar.
2. The cursor is in the search box. Type `AI` and press **Enter**.
3. Results appear with colored type badges:
   - **Contact** results — Sarah Chen (background mentions AI), Maria Lopez (background mentions AI)
   - **Company** results — Brightwave Analytics (interest mentions AI-powered)
   - **Note** results — the interactions you logged (content mentions AI)
4. Click on **Sarah Chen** in the results. You're taken to her detail page.
5. Click **Search** in the nav bar again.
6. Type `logistics` and press **Enter**. Results show Coastal Logistics and David Park.
7. Type `scoping document` and press **Enter**. The note from your call with Sarah appears.

---

## Part 10: Check the Today Dashboard

**Goal:** See your daily command center with follow-ups and birthdays.

1. Click **Today** in the nav bar (or click the **NIS** brand logo in the top left).
2. You see four summary stat cards at the top:
   - **Overdue** — shows `0` (nothing overdue yet since we just created everything)
   - **Due Today** — may show `0` or a number depending on when you set follow-ups
   - **Upcoming 3d** — contacts with `next_contact_at` in the next 3 days
   - **Birthdays** — shows contacts with birthdays this week
3. Below the stats, sections appear based on your data:
   - If any contacts have `next_contact_at` in the past, they appear in the red **Overdue** section
   - Contacts due today appear in the blue **Due Today** section
   - Upcoming contacts appear in the gray **Upcoming 3 Days** section
   - If Sarah Chen's birthday (March 15) or Maria Lopez's birthday (July 22) falls within the next 7 days, they appear in the gold **Birthdays** section
4. Click any contact name in the dashboard to jump to their detail page.

---

## Part 11: Edit a Company

**Goal:** Update deal information and advance a company's stage.

1. Click **Companies** in the nav bar, then click **Brightwave Analytics**.
2. Click **Edit** (blue button).
3. Change these fields:
   - **Stage:** Change from Prospect to **Client** (they signed!)
   - **Deal Value ($):** Change to `52000` (deal grew during negotiation)
4. Click **Update**.
5. Verify the detail page now shows a green **client** badge and `$52,000` deal value.
6. Click **Pipeline** — Brightwave Analytics now appears in the **Client** column instead of Prospect.

---

## Part 12: Delete a Contact

**Goal:** Remove a contact you no longer need.

1. Click **Contacts** in the nav bar.
2. Click **David Park** to open his detail page.
3. Click the **Delete** button (red).
4. A confirmation dialog appears: "Delete this contact? This cannot be undone."
5. Click **OK** to confirm.
6. You're redirected to the Contacts list. David Park is gone. Only Sarah Chen and Maria Lopez remain.

---

## Part 13: Quick Capture a Task

**Goal:** Add tasks rapidly using natural language.

1. Open `https://your-server/tasks` in your browser (or click the **Home** link and navigate to Tasks).
2. You see the Task Dashboard with an empty capture bar at the top.
3. Click in the capture bar and type:

   ```
   send scoping document to Sarah friday #work #brightwave !!
   ```

4. Press **Enter** or click **Capture**.
5. The task appears below the capture bar instantly — no page reload. It shows:
   - Title: `send scoping document to Sarah`
   - Priority badge (high, because `!!` = priority 8)
   - Tags: `#work`, `#brightwave`
   - Due date: this Friday
6. Capture another task. Type:

   ```
   prepare exec demo materials for Maria next monday #work p7
   ```

7. Press **Enter**. A second task appears below the first.
8. Capture one more:

   ```
   review Coastal Logistics ROI data tomorrow #sales p5
   ```

9. Press **Enter**. Three tasks now listed below the capture bar.
10. The stat cards update — **Open** shows `3`, **Due Today** shows tasks due today (if any are).

---

## Part 14: Create a Task with the Full Form

**Goal:** Use the detailed form to set advanced fields.

1. Click **+ New Task** (green button) on the dashboard, or click **New** in the nav bar.
2. You see the Create Task form. Fill in the essential fields:

   | Field | Type/Select This |
   |-------|------------------|
   | Title | `Weekly client status report` |
   | Priority | `6` |
   | Due At | Pick **today's date, 5:00 PM** from the date-time picker |
   | Tags | `#work, #reporting` |
   | Recurrence | `weekly` |

3. Click the **More options** link to expand advanced fields.
4. Fill in:

   | Field | Type This |
   |-------|-----------|
   | Note | `Compile updates from all active projects. Send to Maria and Sarah. Include metrics, blockers, and next steps.` |

5. Leave Status as `todo`, and leave After At, Expires At, and Waiting For empty.
6. Click **Create Task**.
7. You're taken to the task detail page. Verify:
   - Title: `Weekly client status report`
   - Status badge: **todo** (blue)
   - Priority: **6 High** (orange)
   - Due At: today at 5:00 PM
   - Tags: `#work`, `#reporting`
   - Recurrence: shows a green recurrence badge with `weekly`
   - Note: your compiled instructions

---

## Part 15: View and Edit a Task

**Goal:** Update a task's status and details.

1. Click **Dashboard** in the nav bar to go back to the task dashboard.
2. In the **All Open Tasks** table, find `send scoping document to Sarah`. Click its title.
3. You're on the task detail page. Click **Edit** (blue button).
4. The edit form opens with all fields pre-filled. All fields are visible (advanced fields are expanded on edit).
5. Change:
   - **Status:** Change from `todo` to **in_progress**
   - **Note:** Type `Draft started. Include technical specs, timeline, and pricing tiers A/B/C.`
6. Click **Save Changes**.
7. Back on the detail page, verify Status now shows **in_progress** (yellow badge) and the Note is saved.

---

## Part 16: Complete a Task (Inline)

**Goal:** Mark a task done from the dashboard without leaving the page.

1. Click **Dashboard** in the nav bar.
2. In the task table, find `review Coastal Logistics ROI data`.
3. Click the green checkmark button on that row.
4. The row fades out and disappears. The task is completed — no page reload needed.
5. The **Open** stat card decreases by 1.

---

## Part 17: Complete a Recurring Task

**Goal:** See how recurring tasks auto-create the next instance.

1. On the Dashboard, find `Weekly client status report` in the task table.
2. Click the green checkmark to complete it.
3. The row fades out. But look — a **new** row appears for `Weekly client status report`, due next week. NIS automatically created the next instance with the same title, priority, tags, note, and recurrence, but with the due date advanced by one week.

---

## Part 18: Create a Blocked Task

**Goal:** Track a task that's waiting on someone else.

1. Click **New** in the nav bar.
2. Fill in:

   | Field | Type/Select This |
   |-------|------------------|
   | Title | `Finalize Brightwave contract terms` |
   | Priority | `9` |
   | Due At | Pick a date **3 days from now** |
   | Tags | `#work, #brightwave, #legal` |

3. Click **More options** to expand advanced fields.
4. Change:
   - **Status:** Select **blocked**
   - **Waiting For:** `Legal team review of contract addendum`
5. Click **Create Task**.
6. On the detail page, verify: Status shows **blocked** (red badge), Waiting For shows `Legal team review of contract addendum`.
7. Click **Dashboard**. The **Blocked** stat card now shows `1`.

---

## Part 19: Create a Subtask

**Goal:** Break a task into sub-items.

1. On the Dashboard, click `prepare exec demo materials for Maria` to open its detail page.
2. Note the task ID displayed in the table (a long number like `1740000000000`). Copy it or remember it.
3. Click **Dashboard** → **New** in the nav bar.
4. Fill in:

   | Field | Type/Select This |
   |-------|------------------|
   | Title | `Create slide deck for exec demo` |
   | Priority | `7` |
   | Tags | `#work, #demo` |

5. Click **More options**, then set:
   - **Parent Task ID:** Paste or type the ID of `prepare exec demo materials for Maria`
6. Click **Create Task**.
7. Create one more subtask — click **New** again:

   | Field | Type/Select This |
   |-------|------------------|
   | Title | `Compile model accuracy metrics for demo` |
   | Priority | `6` |
   | Tags | `#work, #demo` |
   | Parent Task ID | Same parent ID as above |

8. Click **Create Task**.
9. Now navigate to the parent task: click **Dashboard**, find `prepare exec demo materials for Maria`, click its title.
10. Scroll down — you see a **Subtasks (2)** section with both child tasks listed in a table.

---

## Part 20: Create a Deferred Task

**Goal:** Add a task that shouldn't appear until a future date.

1. Click **New** in the nav bar.
2. Fill in:

   | Field | Type/Select This |
   |-------|------------------|
   | Title | `Follow up on Brightwave Q2 expansion` |
   | Priority | `5` |
   | Tags | `#work, #brightwave` |

3. Click **More options**, then set:
   - **After At:** Pick a date **2 weeks from now**
   - **Note:** `Don't pursue until current project is delivered. Check if they want to expand scope for Q2.`
4. Click **Create Task**.
5. Click **Dashboard**. This task does **not** appear in your open tasks list or daily plan — it's deferred. It will surface automatically when the After At date arrives.
6. To verify it exists, click **Queries** in the nav bar, then find and click **Currently Waiting** under the "Waiting / Expiry" category. Your deferred task appears.

---

## Part 21: Review the Daily Plan

**Goal:** See the morning briefing view.

1. Click **Dashboard** in the nav bar, then click the **Daily Plan** button (blue).
2. You see the Daily Plan page with:
   - **Focus Task** — highlighted with a blue border. This is your highest-priority actionable task (likely `Finalize Brightwave contract terms` at priority 9, but it's blocked, so it may be `send scoping document to Sarah` at priority 8).
   - **Stat cards** — Open, Overdue, Done Today (should show the tasks you completed), Done This Week.
   - **Overdue** section — tasks past their due date (if any).
   - **Due Today** section — tasks due today.
   - **Upcoming (3 days)** section — tasks coming up.
3. Click the Focus Task title to jump to its detail page.
4. Click the **Dashboard** link at the top to go back.

---

## Part 22: Run Task Queries

**Goal:** Explore the 60+ built-in query functions.

1. Click **Queries** in the nav bar (or click **All Queries** on the dashboard).
2. You see queries organized by category. Try these:

### Query 1: Open by Priority

3. Under the **Priority** category, click **Open by Priority**.
4. You see all open tasks sorted by priority descending — highest priority first. Each row shows ID, Title, Status, Priority, Due date, Tags, and action buttons.
5. Click **All Queries** at the top to go back.

### Query 2: Blocked with Reason

6. Under the **Blocking** category, click **Blocked with Reason**.
7. You see `Finalize Brightwave contract terms` with its Waiting For reason.

### Query 3: Open Tagged (Parameterized)

8. Click **All Queries** to go back.
9. Under the **Tags** category, find **Open Tagged**. This query has an input field.
10. Type `#work` in the input field and click **Run**.
11. You see all open tasks tagged `#work`.

### Query 4: Completed Today

12. Click **All Queries** → under **Completion**, click **Completed Today**.
13. You see the tasks you completed earlier — `review Coastal Logistics ROI data` and the first instance of `Weekly client status report`.

### Query 5: Count by Status

14. Click **All Queries** → under **Analytics**, click **Count by Status**.
15. You see a two-column table showing how many tasks are in each status (todo, in_progress, blocked).

### Query 6: Tag Distribution

16. Under **Analytics**, click **Count by Tag** (or **Tag Distribution** under Tags).
17. You see each tag with its count — `#work` will have the most.

### Query 7: All Tags

18. Under **Tags**, click **All Tags**.
19. You see all distinct tags displayed as badges.

### Query 8: Subtasks Of

20. Under **Subtasks**, find **Subtasks Of**. Type the parent task ID for `prepare exec demo materials for Maria` and click **Run**.
21. You see the two subtasks you created.

### Query 9: Daily Summary

22. Under **Dashboard**, click **Daily Summary**.
23. You see a structured summary with sections: Completed Today, Overdue, Due Today, Due Tomorrow, Blocked — each showing the relevant tasks.

---

## Part 23: Delete a Task

**Goal:** Remove a task from the dashboard.

1. Click **Dashboard** in the nav bar.
2. In the task table, find `Compile model accuracy metrics for demo`.
3. Click the red X button on that row.
4. The row disappears. The task is permanently deleted.

Alternatively, to delete from the detail page:
5. Click any task title to open its detail page.
6. Click the **Delete** button (red).
7. You're redirected to the Dashboard.

---

## Part 24: Search from NIS (Cross-System)

**Goal:** Show that search finds data across contacts, companies, notes, and tasks.

1. Go back to `https://your-server/nis`.
2. Click **Search** in the nav bar.
3. Type `Brightwave` and press **Enter**.
4. Results include:
   - The **Brightwave Analytics** company record
   - **Sarah Chen** (background mentions Brightwave via Referred By or interaction notes)
   - **Notes** from your call with Sarah that mentioned the scoping document
5. Type `demo materials` and press **Enter**.
6. Results include the note from Maria's weekly sync that mentioned the executive demo.

---

## Part 25: Full Cycle — New Lead to Logged Interaction

**Goal:** Walk through the complete workflow of meeting someone new, creating records, and logging the first interaction.

1. Click **Companies** → **+ Company**:

   | Field | Type This |
   |-------|-----------|
   | Name | `Greenfield Solar` |
   | Stage | Select **Lead** |
   | Priority | `5` |
   | Location | `Denver, CO` |
   | Purpose | `Renewable energy installations for commercial buildings` |
   | Interest | `Predictive maintenance AI for solar panels` |
   | Tags | `renewable, ai-consulting, inbound` |

2. Click **Create**. Note the company now shows in the detail page.

3. Click **Contacts** → **+ Contact**:

   | Field | Type This |
   |-------|-----------|
   | Name | `Tom Rivera` |
   | Stage | Select **Lead** |
   | Priority | `5` |
   | Location | `Denver, CO` |
   | Relation | `Head of Engineering` |
   | Contact Every | `monthly` |
   | Background | `Head of Engineering at Greenfield Solar. Found us through the blog post on predictive maintenance. Wants to reduce panel downtime by 30%.` |
   | Tags | `renewable, technical-buyer` |

4. Click **Create**.

5. On Tom's detail page, click **Log Interaction**:

   | Field | Type This |
   |-------|-----------|
   | Content | `Intro call. Tom read our blog on predictive maintenance AI. Greenfield has 200+ commercial installations, 15% downtime rate. Wants a pilot on 10 sites. Budget TBD, needs to get approval from CFO. Sending him our case study PDF tonight.` |
   | Channel | Select **phone** |
   | Tags | `intro-call, pilot-discussion` |
   | Next Action | `Send case study PDF and follow up in 1 week` |

6. Click **Log**.

7. Verify on Tom's detail page:
   - Notes & Interactions shows the call you just logged
   - Last Contact shows "just now"

8. Click **Pipeline**. You now see:
   - **Lead** column: Coastal Logistics, Greenfield Solar, Tom Rivera
   - **Prospect** column: Sarah Chen
   - **Client** column: Brightwave Analytics, Maria Lopez

9. Click **Today**. The dashboard now shows upcoming follow-ups including Tom Rivera (his `next_contact_at` was auto-set to ~30 days from now based on `contact_every: monthly`).

---

## Part 26: Quick Capture Task for the New Lead

**Goal:** Create action items right after a call.

1. Open `https://your-server/tasks`.
2. In the capture bar, type:

   ```
   send case study PDF to Tom Rivera tonight #work #greenfield p6
   ```

3. Press **Enter**. Task captured.

4. Type:

   ```
   follow up with Tom Rivera on pilot next week #work #greenfield p5
   ```

5. Press **Enter**. Second task captured.

6. Both tasks now appear on your dashboard alongside your other open work.

---

## Part 27: Use the MCP Tools (AI Assistant)

**Goal:** Demonstrate the same operations through natural language with an AI assistant.

These are example conversations with your AI assistant (Claude via MCP):

### List contacts

> **You:** Show my contacts
>
> **AI:** Lists all contacts — Sarah Chen (prospect, priority 7), Maria Lopez (client, priority 8), Tom Rivera (lead, priority 5)

### Check follow-ups

> **You:** What follow-ups are due?
>
> **AI:** Shows the follow-ups dashboard — overdue items, due today, upcoming 3 days

### Log an interaction

> **You:** Log interaction with Maria Lopez: Quick Slack message, she confirmed the March 10 demo date. Channel: other
>
> **AI:** Logged. Maria's last contact updated to now. Next contact rescheduled (weekly = 7 days).

### Create a task

> **You:** Add task: prepare case study for Greenfield Solar, due next wednesday, priority 6, tags work greenfield
>
> **AI:** Task created with due date next Wednesday, priority 6, tags #work #greenfield.

### Check the pipeline

> **You:** Show my pipeline
>
> **AI:** Pipeline grouped by stage:
> - Lead (3): Coastal Logistics, Greenfield Solar, Tom Rivera
> - Prospect (1): Sarah Chen
> - Client (2): Brightwave Analytics, Maria Lopez
> Total deal value in Client: $52,000

### Search

> **You:** Search NIS for predictive maintenance
>
> **AI:** Found: Tom Rivera (background), Greenfield Solar (interest), and the interaction note from your call with Tom.

### Get the next task

> **You:** What's my next task?
>
> **AI:** "send scoping document to Sarah" — priority 8, due Friday, status: in_progress

### Complete a task

> **You:** Complete that task
>
> **AI:** Task completed.

### Daily plan

> **You:** Show my daily plan
>
> **AI:** Focus task, stats, overdue, due today, upcoming — the full morning briefing.

---

## Summary: What You've Covered

| Feature | Where You Used It |
|---------|-------------------|
| Create a company | Parts 1, 2, 25 |
| Edit a company | Part 11 |
| View company detail | Parts 1, 11 |
| Company list with filters | Part 2 |
| Create a contact | Parts 3, 25 |
| Edit a contact | Part 5 |
| Delete a contact | Part 12 |
| Contact list with filter & sort | Part 4 |
| View contact detail | Parts 3, 6 |
| Log an interaction | Parts 6, 7, 25 |
| View interaction history (notes) | Parts 6, 7 |
| Pipeline view | Parts 8, 11, 25 |
| Search (full-text) | Parts 9, 24 |
| Today dashboard (follow-ups, birthdays) | Part 10 |
| Quick capture a task | Parts 13, 26 |
| Create task (full form) | Part 14 |
| View task detail | Part 15 |
| Edit a task | Part 15 |
| Complete a task (inline) | Part 16 |
| Complete a recurring task | Part 17 |
| Create a blocked task | Part 18 |
| Create subtasks | Part 19 |
| Create a deferred task | Part 20 |
| Daily Plan | Part 21 |
| Run task queries (8 examples) | Part 22 |
| Delete a task | Part 23 |
| MCP tools (AI assistant) | Part 27 |
| Full lead-to-interaction cycle | Part 25 |