Version 2
The AI Layer and Personalization

Let clients connect STF Leads Machine to tools like Claude or ChatGPT, so they can ask the AI to help find leads, build campaigns, and draft emails using their own product data. This is the core of V2. It exposes the platform's real actions as a set of AI-operable tools behind a proper login, so there is no shared password and no copy-pasted API key. The client logs in once, approves access, and the AI can then run the platform on their behalf, limited to exactly what that user is allowed to do.

• A tool layer that mirrors the app's real actions. Searching leads, listing and creating and updating campaigns, managing mailboxes and domains, pulling analytics, and running provisioning. Read actions and write actions are grouped separately, so the client's AI tool can ask for approval before anything changes.
• A secure connect flow. A real per-user login with a consent screen. The access token carries the user's identity and role, so there is no shared secret.
• Role-aware access. The AI can only do what the logged-in user can do. Client and admin permissions are enforced automatically, the same way the app already enforces them.
• Admin client-scoping. An admin acting on a client's behalf has to pick that client first before doing client-scoped work.
• Deep links back into the app, so every result points straight to the right screen.
• Output safety, so results come back as summaries, counts, and masked data instead of full record dumps.

The user answers a few questions about their offer, audience, and tone. The system then generates a full email sequence, for example ten emails, instead of only helping write one email at a time. It understands the client's leads, mailboxes, and campaign structure, so the writing is grounded in their actual data rather than generic copywriting.

• A guided intake. A short set of questions covering the offer, the audience, the tone, and how long the sequence should be.
• Full-sequence generation. The system writes a complete multi-email sequence and drops it into the editor, rather than one email at a time.
• An in-app chat interface. A chat surface inside the platform where the client builds the sequence.
• Product-aware drafting. The builder uses the client's real leads, variables, and campaign data, so the sequence is written around who they are actually contacting.

When users upload a lead list, any extra columns in the file can become email variables. If the list has an Instagram profile link column, the user can use that field as a {{variable}} inside their emails.

• Custom field definitions, so each client defines their own per-lead fields while uploading a list.
• An upload mapper that lets the client map any CSV column to a built-in field or create a new custom field inline.
• Toggleable columns for custom fields in the My Leads table.
• Merge variables, so custom fields are usable as {{token}} values in the email builder.
• The sending integration, so custom values flow through to Instantly automatically.
• Settings and export. Rename a field's label in settings, and include custom fields in the CSV export.