Reporting and communication
Custom report builder
Generate a report on any metric, formatted for sharing. What Claude does: Pulls the relevant data from analytics, call logs, or SDR performance, formats it with clear headers and metrics, and presents it ready to copy-paste. Tools used:get_analytics_overview, get_sdr_performance, get_call_logs
QBR data pack
Pull everything you need for a quarterly business review in one prompt. Tools used:get_analytics_overview, get_sdr_performance, get_list_performance
Client-facing outbound report
For teams that manage outbound for clients, generate a clean performance report. Tools used:get_analytics_overview, get_list_performance, get_sdr_performance
A/B test analysis
Measure which scripts, approaches, or strategies actually win. Tools used:get_scored_calls, get_sdr_performance, get_call_logs
Disposition trend alerting
Catch data quality or timing issues before they tank your numbers. Tools used:get_call_logs, get_dispositions, get_analytics_overview
Lists and data
Fill phone gaps on a list
Find numbers for the contacts a list is missing. What Claude does: Reads the list, checks the credit balance, runs the phone lookups and waits for them to finish. Each lookup that finds a number costs one credit. With your go-ahead it adds the enriched contacts to a new list, which is ready to dial as soon as it is created. Tools used:get_contact_lists, get_contact_list_by_id, get_enrichment_credits, enrich_phone, get_phone_enrichment, create_contact_list
Merge fragmented lists
Turn several small uploads into one list. What Claude does: Finds the list IDs, merges the contacts into the first list, deletes the sources, and reimports so the merged contacts reach the dialer. Merging does not remove duplicates. Tools used:get_contact_lists, merge_contact_lists, reimport_contacts
Advanced and power user
AI call scoring calibration
Validate whether your AI call scores actually predict real outcomes. Tools used:get_scored_calls, get_call_logs
Multi-variable analysis
Identify which combination of factors most predicts a booked meeting. Tools used:get_call_logs, get_scored_calls, get_list_performance, get_sdr_performance
Competitive intel from conversations
Mine your call data for competitive intelligence. Tools used:get_scored_calls
ICP refinement from data
Let your actual conversion data tell you who to target. Tools used:get_call_logs, get_list_performance, get_scored_calls, get_contact_lists
Coaching ROI measurement
Prove that your coaching investment is paying off. Tools used:get_sdr_performance, get_scored_calls, get_call_logs
Next steps
Prompts for managers
Team performance, coaching plans and Sequencer oversight.
Prompts for reps
Self-coaching, the daily task queue and call prep.
See every tool
What each tool reads or changes, and the API operation behind it.