Available tools
The connector gives your assistant 53 tools in seven areas. You don't call them yourself: ask in plain words and the assistant picks the right ones (see Sample questions). The names matter when you want to allow, block or look up a tool.
| Label | Meaning |
|---|---|
| Reads | Only looks at your workspace. |
| Changes | Creates or edits something in your workspace. The assistant confirms with you first. |
| Contacts people | Starts or ends outreach, or sends a message to a lead, and can't be undone. Five tools, always confirmed first. |
| Free | Costs no credits. |
| Credits per lead | Priced per lead from your live pricing, and checked against your balance before it runs. |
| AI usage | Runs an AI model. It needs a positive balance and is billed by usage afterwards. |
Sending costs nothing: invites, emails and messages don't use credits. The AI that writes a message is billed by usage after the fact. How credits are counted has the details.
Credits
Check your balance and see what an action would cost before you run it.
| Tool | What it does | Effect | Cost |
|---|---|---|---|
get_credit_balance | Spendable credits, plan, cycle end, lead-sourcing budget left and per-lead prices. | Reads | Free |
estimate_credits | Credits an action on N leads will spend, including research at a chosen depth, whether it fits, and the most leads that fit. | Reads | Free |
get_credit_usage | Credits spent by category, day, model or campaign. | Reads | Free |
Accounts and leads
Find people, save them to lists, look up emails and phone numbers, and follow what happens to each lead.
| Tool | What it does | Effect | Cost |
|---|---|---|---|
list_connected_accounts | Your connected sender accounts and knowledge sources, without credentials. Needs an admin or owner role. | Reads | Free |
generate_lead_filters | Plain-language audience to search filters, for the Ragworks Database or LinkedIn. | Changes | AI usage |
search_leads | Who matches and how many, without saving or charging. LinkedIn searches use your daily LinkedIn quota. | Reads | Free |
save_leads | Save matches into a list, optionally enriched. Checked against the balance first. | Changes | Credits per lead |
import_leads_from_csv | Bring your own list: a CSV with the Ragworks template columns becomes a new saved list, or is added to one. No enrichment. | Changes | Free |
list_lead_lists | Campaigns or saved lists. | Reads | Free |
get_lead_list | One campaign or saved list: status, progress, playbook, sequence, senders and, when its steps are AI-written, its research level. | Reads | Free |
list_leads | Leads with status, engagement label, contact fields and score. | Reads | Free |
enrich_lead_list | Find missing emails or mobile numbers for a list. Priced on the leads that are missing them. | Changes | Credits per lead |
get_enrichment_progress | How far a list's background enrichment or LinkedIn collection has got, and what it found and cost once it finishes. | Reads | Free |
get_lead_conversation | One lead's timeline and messages on every channel. | Reads | Free |
take_over_lead | Take one lead over, as the Take over button does: the campaign's automation stops for this lead only, and a person writes to them. Taking over a lead that is already taken over changes nothing. | Changes | Free |
send_lead_message | Send one message to one lead, as the next message in their thread, from the campaign's connected account: LinkedIn, email, WhatsApp or Instagram. | Contacts people | Free |
Messaging a lead from your assistant
Ask the assistant to take a lead over, or to write to one. It works like Take over and the message box in Pulse, and the lead is the one in your campaign, not a new contact.
- The assistant reads the thread first. It reads the lead's conversation so the message fits what was already said.
- You see exactly what will go out. It shows you the lead, the channel and the full text, and sends only after you say yes. A sent message can't be unsent.
- The lead is taken over. A person can only write to a lead after taking it over, which stops the campaign's automation for that lead: no more AI messages or steps. If the lead isn't taken over yet, the assistant says so and asks you first. It then takes the lead over and sends in one go.
- Resuming is done in the app. Ask the assistant to take a lead over and it stays with you until you hand it back to the AI in the app. See How Takeover Works.
| Channel | What happens | The lead needs |
|---|---|---|
| A LinkedIn message from the campaign's LinkedIn account. | A LinkedIn profile on the lead. | |
| A reply in the lead's existing email thread, from the campaign's email account, under the thread's subject. It can't start a new thread. | An email address and an earlier email to or from the lead. | |
| A WhatsApp message to the lead's phone number, from the campaign's WhatsApp account. | A phone number. | |
| An Instagram message to the lead's handle, from the campaign's Instagram account. It may be queued and sent later: the assistant tells you when. | An Instagram handle, on a profile that can receive messages. |
- One message to one lead. A message can be up to 8,000 characters.
- It costs no credits. Sending never does.
- It goes out as the campaign's sender. The account for that channel must still be connected to the campaign. If it isn't, reconnect it in Connectors and ask again.
- Nothing else changes. The rest of the campaign keeps running for other leads.
Importing your own list
Attach or paste a CSV and ask the assistant to import it. The first row must use these column names (case and spacing don't matter): First Name, Last Name, Company Name, Email, Linkedin, Job Title, Location, Phone Number, Instagram, Followers and Headline.
- Required: First Name, Last Name and Company Name, and every row needs an Email or a Linkedin profile URL. A row with neither is skipped.
- Other column names: the assistant renames your columns to these before it imports. A file that still doesn't fit is refused with what is missing, and nothing is created.
- Where it goes: a new saved list, or an existing saved list. It never adds leads to a campaign directly: create the campaign from the list.
- Size: up to 500 rows in one go. For more, ask for the rest to be added to the same list in batches, or upload the file in the app (Bring Your Own Leads).
- Duplicates: repeats of the same person inside the file are merged. The assistant tells you how many leads were imported and how many were skipped.
Importing doesn't enrich or verify the leads. Use enrich_lead_list to look up missing emails or mobile numbers.
Playbooks
A playbook holds your positioning, scoring rules and the message copy for each step.
| Tool | What it does | Effect | Cost |
|---|---|---|---|
list_message_strategies | The sales strategies copy can follow. | Reads | Free |
list_playbooks | Playbooks with status, linked campaigns and channels. | Reads | Free |
get_playbook | Positioning, scoring rules, response guidelines and per-step copy, with each AI-written step's research depth and personalization. | Reads | Free |
create_playbook | Generate a playbook from the company, personas and mandate. | Changes | AI usage |
clone_playbook | Copy onto a sequence with another strategy: the A/B variant recipe. | Changes | AI usage |
update_playbook | Edit positioning, rules or one step's copy, its research depth and its personalization (hooks, tone, never mention); publish a playbook in review. | Changes | Free |
regenerate_playbook_messages | Rewrite step copy with AI from an instruction, e.g. a strategist suggestion. | Changes | AI usage |
get_message_regeneration | Progress and new copy of a regeneration. | Reads | Free |
Sequences
A sequence is the step graph a playbook's copy is written for.
| Tool | What it does | Effect | Cost |
|---|---|---|---|
list_sequences | The workspace's sequences, or the predefined templates. | Reads | Free |
get_sequence | Nodes, edges, version and draft state. | Reads | Free |
create_sequence | A new draft step graph. | Changes | Free |
update_sequence | Rename or replace the graph; edits land on a draft. | Changes | Free |
validate_sequence | Errors, warnings and channel requirements. | Reads | Free |
publish_sequence | Publish the draft so playbooks and campaigns can use it. | Changes | Free |
Campaigns
Turn a list, a playbook and your sender accounts into outreach, and watch it run.
| Tool | What it does | Effect | Cost |
|---|---|---|---|
create_campaign | Draft campaign from a saved list, a playbook, senders and a schedule. | Changes | Free |
start_quickstart_build | Playbook, leads and draft campaign in one step from a website and an ICP. | Changes | Credits per lead |
get_quickstart_build | Build stage, logs and the ids it created. | Reads | Free |
update_campaign | Schedule, senders, playbook, scoring, model and quota weights. | Changes | Free |
preview_messages | The first AI-written message for three leads, with its hook, the fact behind it, where that fact came from and its research depth. Nothing is sent. | Changes | AI usage, plus credits per lead for research |
simulate_campaign | Plays the sequence for one lead, or a sample lead, and shows each message with its hook and source. Nothing is sent. | Changes | AI usage, plus credits per lead for research |
get_simulation | The status and events of a simulation, with the research it used and charged. | Reads | Free |
launch_campaign | Start sending from the connected accounts. The assistant states the research cost first. | Contacts people | Free |
pause_campaign | Stop new outreach until resumed. | Changes | Free |
resume_campaign | Resume a paused campaign. | Changes | Free |
complete_campaign | End a campaign for good. | Contacts people | Free |
get_campaign_metrics | Lead counts and the funnel against the org benchmark. | Reads | Free |
Research, previews and simulations
These tools work like the screens they match. See Research depth and hooks, Preview 3 leads and Simulate a campaign.
- Set research on a step. Ask the assistant to set a step's research depth to Basic, Standard or Deep, and to change its hooks, tone or never-mention list. Deep needs the Explorer plan or above. If a setting can't be saved, the answer carries a warning and the assistant tells you.
- See what it costs first. Before it launches, the assistant works out the campaign's research cost from your list and your plan, and tells you. Research on a lead that already has it is free.
- Preview before you launch.
preview_messagesshows three leads. Ask for another three and it draws new ones. - Simulate a lead.
simulate_campaignruns the No reply scenario for one lead. Without a lead it uses a made-up sample lead, which has no research and costs no research credits. With a real lead it researches at the depth you ask for, unless that lead already has research. The run can take up to about 45 seconds, and the assistant checks on it withget_simulation. A finished run can be read for 30 days. - Limits. One simulation runs per campaign at a time, and an organization can start 100 a day.
A/B experiments
Compare two or three playbooks on one campaign, and keep the winner.
| Tool | What it does | Effect | Cost |
|---|---|---|---|
list_experiments | Experiments and their status. | Reads | Free |
get_experiment | Arms, scores, holdback and the final result. | Reads | Free |
create_experiment | 2 or 3 playbooks on one draft campaign; the rest is held back. | Changes | Free |
start_experiment | One campaign per arm, launched. | Contacts people | Free |
score_experiment | Score each arm on replies and messaging fit. This is an AI review, so it needs a positive balance. | Changes | AI usage |
promote_experiment_arm | Send held-back leads to the winning arm. | Changes | Free |
complete_experiment | Record the result and keep the winner running. | Contacts people | Free |
Sales Strategist
Ask for a report on a running campaign and turn its roadmap into changes.
| Tool | What it does | Effect | Cost |
|---|---|---|---|
get_report_readiness | Whether a report can run now, and the latest one. | Reads | Free |
generate_strategist_report | Analyse a running campaign: messaging, audience, timing, funnel. | Changes | AI usage |
list_strategist_reports | Reports with health score and verdict. | Reads | Free |
get_strategist_report | Verdict, dimensions, risks and the ranked roadmap of changes. | Reads | Free |
Limits to know
- Searches. A Ragworks Database search shows 25 leads per page with the total and an estimated cost. A LinkedIn search uses your daily LinkedIn quota instead of credits.
- Quickstart builds. The number of leads is capped by your plan, and there is a daily limit on builds. The build needs the accounts for its style, for example LinkedIn and email.
- Sales Strategist. A report needs at least 10 sends, and a campaign gets one manual report every 6 hours. See Sales Strategist report.
- A/B tests. An experiment compares two or three playbooks on one draft campaign, and part of the leads is held back until you pick a winner. See Experiments.
- Background work. Writing a playbook, regenerating copy, quickstart builds, strategist reports, enrichment and LinkedIn saves finish after the tool returns. The assistant checks their progress for you. See Gotchas and troubleshooting.
- Your role. Every member sees the same tools, but Ragworks applies your role to each call. For example, listing connected accounts needs an admin or owner role.
- Features that aren't on for you. If your organization doesn't have a feature yet, its tool answers that it isn't enabled for your organization.
New tools
Ragworks adds tools over time. Your assistant keeps the list it saw when it connected, so after an update switch the connector off and on to pick up new tools. See Gotchas and troubleshooting.