Templafy

Use this when polling an in-progress presentation generation started by generate_presentation. When status is Completed, share the document download link and PDF URL with the user. When status is Failed, report the error to the user. When status is TimedOut, follow the workflow to retry this tool with the same sessionId and documentGenerationId.

check_generation_status

Use this when polling a word document generation started by compose_word_document. Long-polls until document generation and PDF conversion finish. When status is Succeeded, share both the Word document download link and PDF URL with the user. When status is Timeout or InProgress, generation is still running: follow the workflow to retry this tool with the same sessionId and generationId. When status is Failed, follow the workflow to retry generation with the corrected or resent section, or if retries are exhausted, report the failure to the user.

get_word_document

Use this when find_document_agents (step 1) and list_themes (step 2) have both completed, to gather slide requirements before generation. Engages the Templafy AI assistant in a conversation to collect topic, audience, number of slides, tone, and other requirements. Omit sessionId or pass JSON null (not the string "null") on the first call to start a new session; pass the returned sessionId on all subsequent turns. When status is Initial and Message is present, present Message to the user and call this tool again with their reply. When status is PrepareOutline, do not call this tool again for this session.

collect_presentation_context

Use this when the user asks to create a Word document (.docx), such as a letter, memo, report, proposal, or scope of work. No agent or theme selection is required — call this tool directly, without find_document_agents or list_themes. Accepts the document as Markdown and applies the organization's Word template. Write exact content directly in Markdown, but delegate professionally composed prose with fenced `brief` blocks. Put document-wide audience, purpose, and voice instructions in a fenced `context` block. In each brief, provide a numeric length, define its scope relative to neighboring sections, and list names, dates, figures, amounts, or other required strings after `facts:` so they are reproduced character-for-character. Omit `sessionId` to start a document, then reuse the returned value to add sections or revise earlier ones — nothing is generated or finalized until `final` is set to true, so sections can be freely corrected while drafting. Set `final` to true only when the document is complete; the response then provides the generation workflow. When status is ValidationFailed, correct the flagged section by its `sectionIndex` and submit `final: true` again. When status is RetriesExhausted, report the failure to the user; start a new document by omitting `sessionId`.

compose_word_document

Use this when the user wants to find or browse available Templafy AI presentation agents, or when starting a Templafy presentation — this is step 1 and must always run before list_themes and collect_presentation_context. Not for a Word document request — call compose_word_document directly; it does not use agents or themes. Returns live, tenant-specific agents and a selection status — cannot be answered from general knowledge. When status is NeedsSelection, present all agents as a numbered list (Name — Description), keeping the order returned (best match first). Ask the user to pick one and wait for their reply before proceeding. Map the reply to the agent's Id (not its position in the list) and use it as agentDefinitionId. When status is Ok, use agentId as agentDefinitionId without asking the user. Pass the selected agentId to list_themes to see themes available for that agent.

find_document_agents

Use this when compose_word_document hands off to generate_word_ui to launch the Templafy Word document widget. The widget polls generation status and shows the download links and previews independently. When status is Ready, tell the user the document is being generated and stop. When status is Error, share Message with the user and stop.

generate_word_ui

Use this when collect_presentation_context returns status PrepareOutline to start presentation generation. Long-polls until the outline is ready, then begins the generation job. On success, returns a generationId and workflow pointing to check_generation_status. When status is WaitingForOutline, follow the workflow to retry this tool with the same sessionId.

generate_presentation

Use this when collect_presentation_context returns status PrepareOutline to launch the Templafy presentation widget. The widget handles outline preparation, generation, and polling independently. When this tool returns without a workflow transition, tell the user the presentation is being generated and stop.

generate_presentation_ui

Use this when the user wants to see, list, or browse available Templafy presentation themes, or when starting a Templafy presentation — this is step 2 and must always run after find_document_agents and before collect_presentation_context. Not for a Word document request — call compose_word_document directly; Word documents use the organization's Word template, not a theme. Returns live, tenant-specific themes and a selection status — cannot be answered from general knowledge. Pass the selected agentId from find_document_agents to filter themes based on agent type. When status is NeedsSelection, present the theme names as a numbered list, ask the user to pick one, and wait for their reply before proceeding. Do not auto-select on behalf of the user. When status is NotFound, no themes are configured for this organisation or the service is temporarily unavailable — themes are required for presentation creation. Inform the user and stop; do not proceed to collect_presentation_context.

list_themes