Build a sales campaign from scratch, autonomously, to a target size: discover on the lens, qualify, and enrich the buyer titles until count leads each have a reachable target-title contact — no pauses, no confirm gates. Saves via leadbaycreatecampaign and renders a one-tap call/email view via leadbaycampaigncallsheet.…
Morning DISCOVERY workflow — new leads from the lens wishlist. Trigger on "show me leads", "what's new today", "let's prospect", "run my check-in", "my morning check-in", "I do this every day", "every morning". Recurrence language always means this prompt. Do NOT trigger on follow-up phrasings ("follow up", "before my…
Add more leads to the current lens on demand — for users whose appetite exceeds the standard daily fill. The agent picks seeds silently from what's already on the lens, fires the extra refill, and surfaces the queue confirmation. The user never reviews the seed list.
Follow-up check-in: surface KNOWN leads from the Monitor view needing re-engagement. Trigger on "follow up", "already known leads", "what's overdue", "before my trip", "who should I re-engage". Do NOT trigger on "show me today's leads", "my morning check-in", "run my check-in", "I do this every day", "every morning" …
Guided first-run walkthrough — four clicks that actually use Leadbay: check the account, pull today's leads, draft a first email to the top one, then reveal who to send it to. Use when the user is new or asks to be SHOWN how Leadbay works ("walk me through Leadbay", "I'm new", "how do I use this", "give me a tour").…
Import a user-supplied CSV/file into Leadbay through five phases with evidence gates — scan, derive, resolve identities, preserve & commit, then optionally qualify and report. The job is to maximize how many rows the Leadbay system actually ingests and matches.
Use whenever the user names a city they'll be in and asks who to see — "I'm in SF next Tuesday, who's worth meeting?", "I'm going to Berlin — who should I visit?", "plan my tour". Any in-person/visit intent tied to a place routes here, NOT to leadbaypullleads. It surfaces follow-ups + fresh Discover leads in the city…
Orientation for working with Leadbay from any host — discovery vs. follow-up, the outreach loop, outcome recording, imports, pushback / snooze, and the connected-outreach-tool registry. Trigger when the conversation involves Leadbay leads, prospecting, pipeline, follow-up, outreach, or lens / ICP — anything from "show…
Refine the kind of leads Leadbay surfaces beyond firmographics, with a free-text instruction. Handles the clarification round-trip if the new prompt is ambiguous.
Manager-led prospecting setup: conversationally turn a natural-language audience ask into a Leadbay lens, validate the candidate leads, and persist them as one or more named campaigns the rep(s) can work through. Closes #3630 US3 end-to-end (within the current creator-scoped campaign visibility model).
Build a ranked account-conquest plan from Leadbay data — the accounts worth activating, each with a motif, a pitch and a checklist, ranked by the strongest Leadbay signal. Every figure carries its source, and anything Leadbay can't measure is shown as OMITTED rather than estimated. Uses leadbaybulkqualifyleads and…
Work a campaign as a real outreach session: pick the campaign, assess what the user has (phones / emails / coords), then PROPOSE the right session mode (call sheet, email sheet, enrich titles first, map). After they pick, render — and as they dictate outcomes per lead, record both note + epilogue via…