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, 14-day trend, completion rate for any product.

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

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

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, doc_builder, dynamic_output_page, research, knowledge, advisor_chat, connections) 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.

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.

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

Gallery of result-page designs — preview Dimensions, Radar, Persona, Deep Insights, Grid, and Narrative Report. Design products get Dimensions applied automatically at build time.

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).

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.

Account-wide totals — products created, live products, responses, leads — plus ready-made workspace URLs (settings, billing/subscription management, members, variables). 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, 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 they have their own per-product override. Status checks and unlinking happen in the app under Settings → Custom domain.

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.

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. Loads your workspace context automatically.

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

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.