create_lead_scoring_model
Create a lead scoring model on a website, with its rules: criteria (same shape as get_lead_scoring_model / update_lead_scoring_model), active and aiMatching are saved with it.
Create a lead scoring model · Changes data
Create a lead scoring model on a website, with its rules: criteria (same shape as get_lead_scoring_model / update_lead_scoring_model), active and aiMatching are saved with it. Leave criteria out to start with an empty model and add rules later with update_lead_scoring_model. Names must be unique per website (case-insensitive). To have AI build a model from your website instead, use ai_generate_scoring_model. websiteId comes from list_websites. Returns the saved model with its _id. If the model was created but its rules could not be saved, the result is an error with modelId and a note to retry with update_lead_scoring_model.
| Connection | Account URL, team member URL or OAuth |
|---|
Parameters
| Parameter | Type | Required | Accepts | Description |
|---|---|---|---|---|
websiteId | string | Yes | any | Website id (24 hex characters) from list_websites. |
name | string | Yes | any | Model name, unique on the website, e.g. "Enterprise SaaS". |
active | boolean | No | any | true (default) to score leads with it straight away, false to save it switched off. |
criteria | object | No | any | Rules keyed by criterion, in the shape get_lead_scoring_model returns (industry, employees, revenue, jobTitle, pageVisited, …), e.g. {"industry":[{"values":["Software"],"score":8,"filter":"any"}]}. |
aiMatching | object | No | any | AI matching settings, in the shape get_lead_scoring_model returns. |
Tool definition
What your assistant receives from tools/list:
{
"name": "create_lead_scoring_model",
"title": "Create a lead scoring model",
"annotations": {
"title": "Create a lead scoring model",
"readOnlyHint": false,
"destructiveHint": false,
"idempotentHint": true,
"openWorldHint": false
},
"inputSchema": {
"type": "object",
"properties": {
"websiteId": {
"type": "string",
"description": "Website id (24 hex characters) from list_websites."
},
"name": {
"type": "string",
"description": "Model name, unique on the website, e.g. \"Enterprise SaaS\"."
},
"active": {
"type": "boolean",
"description": "true (default) to score leads with it straight away, false to save it switched off."
},
"criteria": {
"type": "object",
"description": "Rules keyed by criterion, in the shape get_lead_scoring_model returns (industry, employees, revenue, jobTitle, pageVisited, …), e.g. {\"industry\":[{\"values\":[\"Software\"],\"score\":8,\"filter\":\"any\"}]}."
},
"aiMatching": {
"type": "object",
"description": "AI matching settings, in the shape get_lead_scoring_model returns."
}
},
"required": [
"websiteId",
"name"
]
}
}list_lead_scoring_models
List a website's lead scoring models (Qualify): the rules that score each lead on company, people and behaviour criteria and mark it warm or hot.
ai_generate_scoring_model
Have AI build a lead scoring model from the website's own pages (it reads the site to infer the ideal customer) and save it as 'ICP Score - AI Generated'.