batch_delete_replies
ChatGPTDelete up to 100 Replies under one Form in a single call. This cannot be undone and the Replies' quota is not returned; confirm the exact set with the maker before calling it. Requires OAuth and an Organization role that may delete Replies.
check_marketplace_fit
ChatGPTEvaluate a lead against a merchant's own qualification criteria and get back a score, the reasoning, and which answers are still missing. The criteria are the merchant's and stay on the server. Answers are keyed by the step keys get_form_revision returns. Requires OAuth.
create_form
ChatGPTCreate a Form under a parent Organization path. The parent segment accepts the id or the slug, such as organizations/maklo. Type 'structured' is a Logic Funnel (default) and 'dynamic' is an AI Funnel; a templateId seeds steps from a curated template. The Form stays a private draft until publish_form. Requires OAuth and an Owner or Admin Organization role.
create_reply
ChatGPTSubmit a Reply to a Form Revision. Read the questions from get_form_revision at the live id and key the answers by their step keys. A completed Reply fires the merchant's connected integrations. Submitting to a published marketplace Form needs no Organization membership; every other Form does. Requires OAuth.
delete_form
ChatGPTPermanently delete a Form at a resource path, with all its versions and replies. The Organization segment accepts the id or the slug and the Form segment is its id, such as organizations/maklo/forms/<id>. Requires OAuth and the Owner Organization role.
delete_reply
ChatGPTDelete one Reply by its resource path. This cannot be undone and the Reply's quota is not returned; confirm with the maker before calling it. Requires OAuth and an Organization role that may delete Replies.
get_form
ChatGPTGet one Form by its resource path. The Organization segment accepts the id or slug, and the Form segment accepts the id or public id, such as organizations/maklo/forms/<id_or_public_id>. Requires OAuth and Organization membership.
get_form_revision
ChatGPTGet one Form Revision and the Form as it was when that Revision was published, including the questions it asks. The revision segment accepts a Revision id, live for the published Revision, or latest for the most recently created one; the response always carries the canonical id path. Requires OAuth.
get_marketplace_profile
ChatGPTGet one merchant's Marketplace Profile: their description, industry, location, services and booking link. The booking link is the bookingUrl field — Dashform records the lead and hands back that link, it does not schedule the appointment itself. Requires OAuth.
get_organization
ChatGPTGet one Organization by its resource path. The segment accepts the id or the slug, such as organizations/maklo. Requires OAuth and Organization membership.
get_reply
ChatGPTGet one Reply by its resource path, including its answers and lead score. Requires OAuth and Organization membership.
list_form_revisions
ChatGPTList a Form's Revisions, newest first. Nested under a Form, so the parent is required: a Revision has no identity outside the Form it belongs to, and a wildcard Organization segment reads across every Organization, which is reserved for app admins. Requires OAuth and Organization membership.
list_forms
ChatGPTList Forms under a parent Organization path. The parent segment accepts the id or the slug, such as organizations/maklo; the wildcard organizations/- reads across every Organization and is reserved for app admins. Requires OAuth and Organization membership.
list_marketplace_categories
ChatGPTList the categories a Marketplace Profile can be listed under. Results are paginated in taxonomy order; filter and orderBy are accepted and ignored. Use a category's key to filter list_marketplace_profiles. Requires OAuth.
list_marketplace_profiles
ChatGPTFind merchants on the marketplace. A top-level collection, so it takes no parent. Filter on category, city, or name, such as category = "health_wellness" AND city = "Austin", or name = "clinic" to match a keyword. Requires OAuth.
list_marketplace_services
ChatGPTFind services across the marketplace, or one merchant's services by filtering to their Profile. Filter on category, city or name the same way list_marketplace_profiles does. Requires OAuth.
list_my_organizations
ChatGPTList a page of Organizations the authenticated User belongs to, oldest first. Filter and orderBy accept createTime, name, and slug; the caller's Membership always scopes the page. Requires OAuth.
list_replies
ChatGPTList Replies under a Form Revision. A Reply belongs to the Revision it answered, so to read every Reply for a Form use the wildcard revision segment: organizations/<org>/forms/<form>/revisions/-. A wildcard Organization segment reads across every Organization and is reserved for app admins. Filter on leadScoring.verdict, leadScoring.state, leadScoring.scoreTime, seenTime, completeTime or createTime; totalSize is the filtered count, which is how you read a pending high-priority lead count. Requires OAuth and Organization membership.
publish_form
ChatGPTPublish a Form, creating the Revision respondents will see. The published Revision is then addressable as the live id under the Form's revisions collection. Requires OAuth and an Organization role that may publish.
update_form
ChatGPTUpdate selected Form fields at a resource path. The Organization segment accepts the id or the slug and the Form segment is its id, such as organizations/maklo/forms/<id>. Include only the fields to change; steps replace the whole list when supplied. Edits stay a private draft until publish_form. Requires OAuth and an Owner or Admin Organization role.
update_reply
ChatGPTUpdate a Reply's seen timestamp and its lead-score override. Setting seenTime marks the Reply actioned; setting leadScoring.override replaces the scorer's verdict, and null on that field restores it. Every other field is the respondent's own submission or the scorer's result and is read-only. Requires OAuth and an Organization role that may update Replies.
