QualifyBase

Aggregated lead analytics over any date window: totals, phone captured vs missing, score tiers (hot/warm/cold) and average, conversation-sentiment buckets (positive ≥10, neutral 5-10, negative <5 on a 0-15 scale; unscored = not yet analyzed), leads by source, by pipeline stage, and top treatment interests, plus outcome: how many of these leads are Won / Lost / Open by the dashboard's Lead Status (from deals when the Deals feature is on, otherwise the lead's own Won/Lost status). For win rate or won/lost questions use outcome, NEVER the "converted" stage — converted is a pipeline stage (appointment booked, agent goal met, or set by a rep), not a won sale. outcome is null only if it could not be computed; then say so instead of substituting a stage. Exact SQL counts — prefer this over paging list_leads for any "how many / which sources / what did they ask for" question. Filter with stage (e.g. stage=qualified for "where did qualified leads come from").

get_lead_insights

Chat message volume per day, channel, and direction plus totals — use this for "how many messages did we get yesterday/this week" instead of paging through transcripts. Dates are UTC days.

get_message_stats

Book an appointment for a lead. ALWAYS call check_availability first and use a returned open slot. Retries of the identical call are safe (idempotent). Omit calendar_id to use the default calendar.

book_appointment

Cancel an appointment. DESTRUCTIVE — confirm with the user before calling. May also cancel the event in the clinic's external calendar system (e.g. their practice management software).

cancel_appointment

Get open appointment slots for a date range. ALWAYS call this before book_appointment and pick a returned slot — booking an unchecked time can be rejected as slot_taken.

check_availability

Create a lead (or update the existing one when external_source + external_id match). Requires phone or email. Retries of the identical call are safe (idempotent).

create_lead

List booked appointments, optionally filtered by date range, status, or calendar. Times are ISO timestamps in UTC.

list_appointments

List the workspace's booking calendars. Use this to choose a calendar_id before check_availability or book_appointment; omitting calendar_id there uses the default calendar.

list_calendars

List chat conversation threads (Instagram, WhatsApp, website) with message counts and last-message preview, most recent first. Start here for "review the conversations" prompts, then pull transcripts with get_conversation_messages. Voice calls are separate — use list_calls.

list_conversations

List the workspace's leads with optional filters. Each row includes pipeline stage, AI qualification score, and contact info. Use q for free-text search on name/phone/email. For one lead's full detail (AI overview, custom fields) use get_lead.

list_leads