All tools

Start every session with a full daily briefing — new leads today vs yesterday, hot prospects needing attention, per-product activity breakdown. No parameters needed.

Return your most promising leads — responses tagged "hot-lead" or with a high AI score — across all products. Optional filters: product, score threshold, lookback period.

A feed of recent submissions across all products — contact details, product, segment, pipeline status, tags.

Filter responses by date, segment, status, tags, keyword, or contact details. The general-purpose find tool.

Full detail on one response — all form answers, AI outputs, tags, status, and contact info.

Add, remove, or replace tags on a response. Common: hot-lead, booked-call, converted.

Move a lead through your pipeline: new → contacted → in_progress → converted / lost.

Ready-to-use conversation starters for sales follow-up, generated from an end user's data.

All your AI products — names, response counts, visibility, public URLs.

Full details for a specific product: form questions, workflow structure, node IDs.

The product's node graph — what nodes exist, how they're connected, what each one does.

Shareable link, optionally pre-filled with a contact's name and email — ready to send. For outbound campaigns with arbitrary fields, prefer generate_outbound_url.

Response count, last submission, 7-day trend, completion rate for any product.

High-level workspace totals across your entire account.

How respondents segment by AI-determined persona/tier across products.

AI-generated insights across all submissions for a product — patterns, surprises, opportunities.

Your current AI generation credit balance and recent usage.

The current intake questions for a product — names, labels, required flags.

Analyse a product description and recommend outcome type and funnel stage. Renders a Blueprint card and a Build CTA.

Create a new (empty) product record. Conversation flow and prompts remain unpopulated until generate_product runs.

Run AI generation to build the full conversation flow, collection goals, system prompt, and canvas workflow for a newly-created product.

Re-run generation on an existing product with a revised prompt. Lossy — replaces the whole workflow. For surgical edits, prefer update_node.

Generate a full-funnel Journey Plan from Brain — product recommendations across all funnel stages.

Clone an existing product to use as a template for a new niche or audience.

Show the personalised welcome / getting-started panel. Useful on a user's first interaction.

Patch top-level product config — name, visibility, AI chat config (welcome message, button text, button colour, system prompt).

Patch any canvas node's configuration by ID or type.

Add a node to the canvas (gpt, scoring, dynamic_output_page, advisor_chat, connections, etc.) and wire it into the flow.

Remove a node from the canvas and clean up its edges.

Replace the intake question set for a product.

Configure the structured output fields an AI Agent node produces. The token-coverage check tells you which fields are missing.

Lock submissions after N responses, toggle email notifications.

Cap the number of submissions a product accepts. New sessions are blocked once the cap is reached; in-flight conversations always finish.

Read the current cap, count, and remaining spots for a product.

Configure the AI Agent's structured output fields — the score, tier, dimensions and insights it produces per respondent. This is how scoring is set up.

Fetch a product's current custom landing page so Claude can iterate on it.

Save a custom HTML landing page to a product.

Retrieve the current HTML and tokens for a product's Page node output pages.

Add a new HTML page to a Design (dynamic_output_page) node.

Replace the HTML (and optionally CSS) of an existing page.

Remove a single output page from a Page node.

Translate HTML pasted from a design tool (Figma, Canva, Webflow, Lovable, v0, Gamma) into Productised-shaped output.

Gallery of result-page designs — preview Dimensions, Radar, Persona, Deep Insights, Grid, and Narrative Report.

Apply a chosen scorecard result design — sets the HTML AND configures the AI agent fields.

Wire URL-parameter personalisation into a product. Takes explicit content patches with \{\{ url:* | fallback \}\} tokens. Records the declared fields on personalisationConfig. Always preview first.

Render the welcome, subtitle, custom HTML, and starters with two sample sets (with params + empty) so the user sees both versions before saving. Critical safety net for non-coders.

Single URL with arbitrary {key:value} params. Replaces the older get_product_url for outbound use. Warns on params not wired into the product.

Bulk. Accepts CSV text, returns enriched CSV with a new outbound_url column appended. Optional key_mapping renames headers (e.g. "First Name" → firstName).

Strip \{\{ url:* \}\} tokens — each becomes its fallback value. Pass fields to revert specific tokens only; omit to strip all.

Returns a shareable marketplace URL for one of the user's own products. Anyone with the link clicks → marketplace install page → "Copy to Workspace" → the product lands in their workspace. The original stays untouched.

Browse public marketplace templates inside Claude. Renders a visual gallery widget with filter chips (industry, GROW stage, search). Each card has Install and Preview buttons that open the marketplace page in a new tab.

Returns the user's current plan, usage for every gated feature (live products, AI credits), BYOK status, and the upgrade + BYOK URLs. Read-only. Claude calls this before answering "what plan am I on" or "am I close to my limit".

Visual credit gauge — plan title, balance, usage this period, all-time usage, per-product breakdown, BYOK status. Use whenever the user asks about credits, usage, or cost impact.

Returns the URL to the user's subscription management page (change plan, view invoices, update payment method, cancel). Called whenever the user mentions upgrading, downgrading, cancelling, refunds, billing, or invoices.

Account-wide totals — products created, live products, responses, leads. Pairs with get_plan_status to show value alongside usage.

All 20 visual theme presets — name, description, primary colour, font.

Apply a named theme to a product in one call.

Set a custom logo URL and optional click-through link.

Re-host an image (from a URL or base64) onto Productised's CDN. Returns a permanent CDN URL.

Set page title, meta description, og image, favicon, keywords for output pages.

Configure a per-product custom hostname and get the exact CNAME to add at your registrar.

Check whether DNS has propagated for a per-product custom domain.

Configure a workspace-wide hostname — every product is served under it unless they have their own per-product override.

Check the current status of the workspace-wide custom domain.

Unlink the workspace-wide custom domain.

Name a product's URL slug under the workspace domain (e.g. /leadership-readiness).

List every {{ form:x }}, {{ node:x }}, {{ object:x }}, and {{ custom:x }} token available in a product — with labels and copy-ready syntax.

Create or update a workspace variable — available as {{ custom:key }} across all products.

Add or remove an outgoing webhook — Productised POSTs full response data to your URL on each submission.

Read the current webhook URL and status.

Ask Brain a strategic question. Loads your workspace context automatically.

Save a product idea directly to Brain's Ideas tab.

Fetch your most recently generated Journey Plan.

Search the live Productised docs from inside Claude.

Add a fact or preference to Brain's long-term memory.

Add a knowledge source (URL or text) to Brain's knowledge base.

See every source Brain currently has in its knowledge base.

Remove a memory or source from Brain.

Set a product to public and return the live shareable URL.

Permanently delete a product AND all of its responses, pages, and digital-card links. Requires confirm:true.

The platform-level system prompt your connector loaded with — useful for debugging what behavior Claude was told to follow.