All tools

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

Every lead in the workspace, across all its products — the same list as the Leads page in the app. Filter by search text, product, status, score (0–100), hot leads, date range, or leads who left contact details. Renders a leads card with a link to the Leads page.

Your best prospects in the current workspace — leads their product rates high, or tagged "hot-lead". Optional filters: product, score threshold, lookback period.

A chronological feed of recent submissions in the current workspace — contact details, product, segment, pipeline status, tags.

Filter one product's submissions by date, status or keyword, with paging. For every product at once, use list_leads.

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

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

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

Permanently delete up to 100 leads — how you honour a person's request to have their data erased. Shows exactly what will go first, then needs confirm:true. Recorded in your account's logs without the lead's details.

Download your data as spreadsheets (CSV) — every lead with their answers, attribution and AI results, and/or your product list — for one product, the workspace or the whole account. Available on every plan. Returns download links that work for 15 minutes, in your browser while signed in; lead details are never pasted into the chat.

Ready-to-use conversation starters for sales follow-up, generated from your leads' answers. Included on the Pro and Agency plans.

All your AI products in the current workspace — 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.

A product's public link (on its custom domain when it has one), optionally pre-filled with one contact's name, email and company. For links personalised with other fields, or many prospects at once, use generate_outbound_url.

Response count, last submission, 14-day trend, completion rate for any product.

How respondents segment by AI-determined persona/tier.

AI-generated insights across all submissions for a product — patterns, surprises, opportunities. Included on the Pro and Agency plans.

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. New products start with the workspace's logo in the footer badge. 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.

Test a product instantly, for free: checks the build for the gaps that leave a result blank (unused questions, disconnected nodes, page tokens with nothing to fill them), then makes a sample submission with placeholder content — no AI, no credits — and links to the real result page in its real design, marked as a test. Advisor products get the checks only.

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

Copy a product within the workspace — conversation, canvas, result pages and theme — 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.

Create a workspace for a new client and switch to it. Agency plan; other plans include one workspace and get an upgrade link.

Copy a product from any workspace on your account into another — conversation, prompts, canvas, landing page, result pages and theme. The copy starts unpublished, without the original's logo, domain, link name, webhook or lead alerts.

Change the current workspace's settings: rename it, set the default theme for new products, where the bare workspace domain sends visitors and its favicon, the AI disclosure footer and privacy policy, lead retention, and hiding test runs. Disclosure, policies and retention need an owner or admin.

Show the workspace's brand voice — what the business does, who it serves, how it works, its signature result, credentials, industry, main focus, business name, booking link and claims to make or avoid — as an editable card.

Patch top-level product config — name, visibility, welcome screen style, 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, doc_builder, dynamic_output_page, advisor_chat) and wire it into the flow.

Connect a product to an external MCP server (HubSpot, Notion, Slack, Linear, or any custom server) so the AI can use its tools live during conversations. Credentials are encrypted, or added securely in the app.

Update an existing MCP connection node — change the server URL, replace the token, or enable/disable specific tools.

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

Replace the intake question set for a product.

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.

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.

The four ways a product can greet a visitor — title page, chat, landing page or straight in — as a card with a preview of each and the current one marked. Apply the choice with update_product.

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

Save a custom HTML landing page to a product.

Fetch the designer-built default landing-page template, auto-themed to your product's brand colour — the starting point for set_welcome_html.

Gallery of the 24 result-page designs — scorecards, radar charts, personas, action plans, proposals, SWOT analyses and more — with live previews. Shows six first, with a "Show all" button.

Apply a design from the gallery to a result-page product: rebuilds its result page in that design, themed to the product, and sets up the AI Agent's fields so every section fills in.

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.

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

Everything to share a product: its public link, a LinkedIn share link, and ready-to-paste embed code — inline, full page, pop-up or chat widget, as HTML, React or Next.js — plus step-by-step instructions for Kajabi, Circle, GoHighLevel, WordPress, Shopify, Wix, Notion and more. The same code as the app's Share card.

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

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.

A personalised link for one prospect, with any fields the product personalises on. Warns on params not wired into the product. For a plain public link, use get_product_url.

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

Returns a shareable marketplace URL for one of the user's own products. Anyone on your account can copy it straight away; someone on another account can copy it once the product is listed on the Marketplace (Product Settings → List on Marketplace). 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.

The plans side by side — price, live products, AI credits, client workspaces, team seats, custom domain, branding and AI insights — with your current plan marked and a checkout button for each other plan. Checkout opens in your browser; payment never happens in the chat.

Your current plan, usage for every gated feature (live products, AI credits), own-key status, and an upgrade link that opens checkout for the next plan up. Read-only.

Visual credit gauge — plan, balance, usage this period, all-time usage, per-product breakdown, own-key status, and (with more than one workspace) usage per workspace, so agencies can bill each client.

Totals for the current workspace — products created, live products, responses, leads — plus ready-made URLs (settings, billing/subscription management, members, variables).

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, share-card (OG) title/description/image, favicon, and keywords for a product's public page. Share fields support personalisation tokens — call per product for bulk share-card setup.

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 it has its own per-product override. Returns the DNS record to add.

Finish activating the workspace domain once DNS is in place — requests the HTTPS certificate and reports when it's live. Same as Check status in the app.

Remove the workspace domain and its certificate. Shows which live products use it first, then needs confirm:true.

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

Replace the "made by Productised" footer badge with your own logo and click-through URL (distinct from the chat-header logo set by update_branding).

Read the workspace design-system tokens (brand colours, fonts, radius), with platform defaults filled in for anything unset.

Save workspace-wide design tokens that every brand-aware surface inherits — new product themes, result-page chrome, landing-page accents. Pass clear:true to remove.

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 in the workspace.

Add, replace, or remove an outgoing webhook — Productised POSTs full response data to your URL on each submission. (There's no separate getter — the current webhook shows in the product's settings in the app.)

Ask Brain a strategic question. Draws on the current workspace's brand voice, products and memory.

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

Add a fact or preference to Brain's long-term memory for the current workspace.

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.