Lead Qualification with AI Automations
Qualify leads with AI automations from your QualifyBase workspace. Get guided account, Instagram, and agent setup; review leads, conversations, calls, campaign progress, and evidence-based weekly customer insights; manage lead records and appointments. More
MCP connector Server URL https://www.qualifybase.com/api/mcpCopy Login OAuth Tools Reads data14 check_ availabilityget_ account_ infoget_ conversation_ messagesget_ leadget_ lead_ callsget_ lead_ insightsget_ message_ statslist_ appointmentslist_ calendarslist_ callslist_ campaign_ contactslist_ campaignslist_ conversationslist_ leads
Deletes or can't be undone5 book_ appointmentcancel_ appointmentcreate_ leadreschedule_ appointmentupdate_ lead
Skills 8 in the ChatGPT listing
Account setup Use when a user asks about starting a QualifyBase account, choosing a workspace, onboarding, billing, credits, or finding setup controls. Agent setup Use when a user asks how to create or configure a QualifyBase agent, select its goals, language, behavior, knowledge, voice, channel assignment, or test it in the Playground. appointments Use when a user asks to inspect QualifyBase calendars, find availability, book, reschedule, or cancel a lead's appointment. Conversation review Use when a user asks about QualifyBase chat history, call transcripts, message volume, outbound campaign progress, campaign contacts, or a lead's conversation summary. Instagram setup Use when a user asks how to connect Instagram to QualifyBase, assign its agent, troubleshoot missing DMs, reconnect Meta, or understand message-access requirements. Lead review Use when a user asks to find, prioritize, review, create, or update QualifyBase leads, inspect qualification scores, or identify leads needing attention. Prompt editing Use when a user asks to read or change a QualifyBase agent's system prompt, add an instruction, adjust tone, update a policy, or preserve existing instructions while tuning the agent. Weekly insights Use when a user asks what QualifyBase leads struggled with, customer objections, unanswered questions, booking barriers, lost-lead reasons, or conversation trends during a time period.