PersuadioAI

Add leads to campaign

Move leads this account owns into a campaign this account owns, by explicit id. Updates membership only — sends nothing. Opted-out and suppressed leads are REJECTED with per-lead skip reasons even when listed explicitly; leads already in the target are deduplicated; the response includes the campaign's final lead count read back from the database. To pick the audience by filter instead of by id, use select_and_attach_leads (same attach semantics, driven by search_leads filters). If the target ca

Analyze lead source

Summarise the leads in an account or one campaign: how many exist, how many can actually be contacted, how many opted out, and how they break down by status and source. Read-only — sends nothing and changes nothing. Start here when the operator asks what they have to work with.

Attach leads to campaign

Attach leads this account owns to a campaign this account owns, by explicit id. Synonym for add_leads_to_campaign — same tool, same behavior, same response shape, just the verb some callers expect. Updates membership only — sends nothing. Opted-out and suppressed leads are REJECTED with per-lead skip reasons even when listed explicitly; leads already in the target are deduplicated; the response includes the campaign's final lead count read back from the database. To pick the audience by filter i

Clone a campaign as a new draft

Copy a previous campaign's configuration (channel, message template, AI instructions, follow-up sequence, sender/automation settings) onto a brand-new campaign, and attach an audience to it. THE RESULT IS ALWAYS A DRAFT — this tool NEVER launches, NEVER sends, and never touches an approval token; it does not call launch_approved_campaign under any circumstance. import_ids (from preview_lead_import / import_leads_from_file) is the preferred way to supply a bulk audience — give several to combine

Create a campaign draft

Create a campaign in draft status with its opening SMS. THIS SENDS NOTHING — a draft cannot deliver a message. It exists so a human can read the exact wording and audience before deciding. The message is rejected if it implies a prior relationship or manufactures urgency. After this, call review_campaign_readiness.

Create lead

Add a single lead to a campaign this account owns. Requires campaign_id plus at least a phone or an email; deduplicates against the account's existing leads by contact detail. Writes a record only — sends nothing, to nobody, ever.

Find lead

Search this account's leads by phone number, email address, or name. Phone matching tolerates formatting differences. Returns masked contact details plus lead ids. Read-only — sends nothing and changes nothing.

Get campaign status

Report what a campaign has actually done: leads, messages delivered, replies, opt-outs, meetings scheduled, and threads waiting on a human. Omit campaign_id to list every campaign in the account. Read-only. The response includes caveats about which numbers may lag — read them before telling the operator a campaign is or is not working.

Get leads who replied with interest

List leads whose replies were classified as positive or as asking a question, newest first, with the reply text. The classifier is keyword and sentiment based, NOT a language model — the response says so explicitly, and the reply text is included so you can judge for yourself. Read-only.

Import leads from a CSV/XLSX file

Upsert leads from an uploaded CSV or XLSX file into this account. WRITES TO THE DATABASE — SENDS NOTHING on any channel, ever; this only stores contacts. Deduplicates by phone/email (dedupe_by, default both) against both the file itself and every lead already in this account. Re-importing a lead that is opted-out, suppressed, or do-not-contact NEVER clears those flags and NEVER moves the lead — only genuinely new contacts are created. Returns an import_id: pass it to clone_campaign_draft's impor

Launch an approved campaign

SENDS REAL MESSAGES TO REAL PEOPLE. This is irreversible and costs credits. It requires an approval_token from review_campaign_readiness AND the confirmation phrase that review returned, which the HUMAN OPERATOR must give you explicitly. Never generate the confirmation yourself, never infer approval from a previous message, and never reuse an approval issued for a different campaign or a different size. If the operator has not clearly said yes to this exact launch, do not call this tool — ask th

List email sender identities

The verified email sender identities (from-addresses) this account can send campaigns from. Read-only; sends nothing. Use before an email-channel readiness review to pick the right sender.

List leads

Page through this account's leads, optionally filtered by campaign and status. Read-only — sends nothing and changes nothing. For richer filtering (geography, source, tags, contact history, SMS eligibility), use search_leads — the same data with the audience-building filter vocabulary.

Pause a campaign

Stop a campaign from sending anything further. Queued messages that have not yet gone out are skipped; anything already handed to the carrier cannot be recalled. Safe to call when unsure — pausing is reversible and errs toward not contacting people.

Preview a lead file before importing

Inspect an uploaded CSV or XLSX lead file WITHOUT writing anything to the database — read-only, sends nothing. Auto-detects common columns (name, phone, email, address, company/entity name) and reports row counts, in-file and account duplicates, missing contact fields, and how many leads would end up SMS- and email-contactable. Run this before import_leads_from_file so the operator can see what would happen first.

Recommend a follow-up campaign

Propose how to follow up, based on which leads have never been contacted, were contacted without replying, or already replied. Returns segments with counts and a suggested approach for each. Read-only — this is a proposal to discuss with the operator, not a plan that has been put into effect.

Review campaign readiness

Pre-flight a campaign: how many people would be contacted, on which channels, what it would cost, and which checks pass, warn or fail. SENDS NOTHING. If everything passes, it returns a short-lived approval token and a confirmation phrase — both of which a human operator must authorise before launch_approved_campaign will do anything. Run this before every launch; the token is single-use and campaign-specific.

Search leads with eligibility filters

Search this account's leads by campaign/list, source, geography (city/state/county), lead type, tags, contact history (never_contacted / contacted_no_reply / replied) and SMS eligibility (textable phone, not opted out, not suppressed), with paging and a deterministic sort. Returns lead_id values plus masked contact details and per-lead eligibility flags. Read-only — SENDS NOTHING and changes nothing. This is the filter-rich sibling of list_leads (plain paging) and find_lead (locate one person);

Select eligible leads and attach them to a draft

Deterministically select up to requested_count SMS-eligible leads matching the same filters search_leads accepts (nested under 'filters') and attach them to a DRAFT campaign this account owns — the same membership move add_leads_to_campaign performs, driven by a filter instead of an id list. SENDS NOTHING and never launches. Opted-out and suppressed leads are never selected; leads already in the target are skipped. best_eligible orders by score (highest first) then newest, so the same request ag

Edit a draft campaign's opening message

Rewrite the opening SMS of a campaign that is still a DRAFT. THIS SENDS NOTHING — it changes stored wording only, and it never launches or enqueues anything. DRAFT ONLY: a campaign that has already launched is refused, because editing it mid-send would tell one half of an audience something different from the other; clone it into a new draft instead. The replacement is held to the same rules as create_campaign_draft — 320 characters, and rejected if it implies a prior relationship or manufacture