AI Assist
Describe your business and who you sell to; AI proposes the scoring rules.
No time to write rules? AI Assist reads your website (or your description), asks who you sell to, and proposes rules you accept or skip one by one.
Try it on the real dashboardDemo account · sample data · nothing you do here is saved or charged
- Open a model → ✦ AI Assist.
- Let it read your website, or describe your business yourself.
- Generate rules, then accept or skip each one and save.
Every control on this screen
Every button, field and switch, with what it does.
Qualify — ✦ AI Assist · 17 controlsNeeds: qualify
| ✦ AI Assist | Shows information | |
| Your website | Text box | Only shown when we do not know their website yet; otherwise AI Assist starts at step 2 (who you are), so never point at this for a site we already read |
| Read my website | Button | |
| Skip (type it myself) | Button | |
| Who you are | Text box | |
| Next: who you sell to → | Button | |
| Who you sell to | Text box | |
| Audience idea chips | Button | |
| ← Back (website) | Shows information | |
| ← Back (who you are) | Shows information | |
| Generate rules | Button | |
| Accept this rule | Tick box | |
| Skip / Keep (one rule) | Button | |
| Skip all optional | Button | |
| Back to prompt | Shows information | |
| Accept N selected | Button | adds the rules to the model; Save / Publish keeps them |
| Cancel | Shows information |
Qualify — AI prompt wizard · 21 controlsNeeds: qualify
| New / Edit AI prompt | Shows information | |
| Close (✕) | Shows information | |
| Steps: Ask the question · Decide what it does · Test it | Shows information | |
| Question | Text box | |
| Use a suggested question | Button | |
| Answer type: Yes / No | Button | |
| Answer type: Rating 0–10 | Button | |
| Need a list instead? (list answer types) | Shows information | |
| Business context (Claude also knows) | Text box | |
| Add / Edit context | Button | |
| Next step | Button | |
| Cancel / Back | Shows information | |
| What it does: Score it / Only include / Exclude, and weight | Shows information | step 2 |
| Rating from | Text box | |
| Rating to | Text box | |
| Website to test | Text box | step 3; nothing is saved |
| Test it | Button | |
| Quick picks from your recent visitors | Shows information | |
| Column in leads table (field key) | Text box | |
| Save prompt (editing) | Button | |
| Add prompt / Save prompt | Button | adds it to the model; Save / Publish keeps it |