Write an internal follow-up note on a lead of the current team (visible to team members only, never to the respondent). Max 2000 characters. Optionally attach the record id of the submission the note is about, as context. Read existing notes with get_lead(includeComments: true). Not idempotent: if the call times out it may still have succeeded, so retrying blindly can create a duplicate — check first, then retry only if it is really missing.

Append an item to the end of a form. type is a question type or Breaker (page break — only formId + type are needed, other fields are ignored). Question types: SingleCheck / MultiCheck / TrueFalse; FillBlank (free text — scored in quiz via correctAnswer, an unscored data-collection field in scored_quiz); DropDown (single or multiple via multiple — prefer it over SingleCheck/MultiCheck past 20 choices); Cascade (hierarchical via choices[i].children, scored_quiz only); Ordering (quiz only, order-sensitive grading); DateField / TimeField (unscored data-collection fields, scored_quiz only, no correctAnswer/score); NumberField (quiz: optional numeric correctAnswer + score; scored_quiz: the submitted number feeds report formulas); Rate (scored_quiz only, the submitted 1..steps rating is the question score unless per-star scores are set in the web app). Configure random_knowledge_quiz question banks in the web app. Not idempotent: if the call times out it may still have succeeded, so retrying blindly can create a duplicate — check first, then retry only if it is really missing.

Assign one or more leads of the current team to a member, or clear the assignee. Pass every lead id in a single call (up to 50) — do not loop one call per lead. The assignee must be an active non-viewer member (see list_lead_settings.assignableMembers); pass "me" for yourself, or omit / null to unassign. Each change is recorded on the lead's timeline, and the assignee gets one aggregated notification for the whole batch.

Create a form in the team this token is bound to. Pass the questions array and report configuration in one call instead of following up with per-question calls. In the outcome_quiz scene report.outcomes is REQUIRED at create time (TrueFalse votes via trueOutcomes/falseOutcomes). The returned structuredContent.fields carries each question code — read those first, then fill in a scored_quiz report.formula (e.g. q_a + q_b) or a report.dimensionAnalysis via update_form / set_dimension_analysis. Creates the primary language only; add other languages with create_form_translation. Not idempotent: if the call times out it may still have succeeded, so retrying blindly can create a duplicate — check first, then retry only if it is really missing.

Create a new form in the current team from a public template (find template ids with list_templates). Clones the template structure, scoring/report configuration, visual settings, and all language versions in one call; pass title to override the template title. After creation you can adjust it with update_form / update_question etc. This is the fastest way to build a quiz when a suitable template exists — prefer it over building from scratch with create_form. Not idempotent: if the call times out it may still have succeeded, so retrying blindly can create a duplicate — check first, then retry only if it is really missing.

Add a language version (translation) to a form. Clones the source text as the initial draft and returns it so you can translate right away: edit the human-readable text in place, keep every code identical to the source, then save with update_form_translation. The language must differ from the form's primary language, and there is at most one translation per language (see list_form_translations).

Move a form into the trash (soft delete) in the current team. The form is hidden from list_forms but kept recoverable for 5 days (then auto-purged); use restore_form to bring it back. Only the form owner / team owner can delete. Submission records are kept until permanent purge.

Delete one language version (translation) of a form. Submission records are anchored to the source form and are NOT deleted; reports for historical records in this language fall back to the source text. The primary language cannot be deleted this way (it lives on the form itself).

Delete a single question or a page break (Breaker) from a form by code. Deleting the last one is allowed (a form can be an empty shell).

Duplicate a form in the current team: clones its structure, scoring, report, visual settings and all language translations into a brand-new form owned by you (with fresh share links). Does NOT copy submission records, sharing, integrations, or ban state. Useful for cloning a proven quiz and tweaking it. Not idempotent: if the call times out it may still have succeeded, so retrying blindly can create a duplicate — check first, then retry only if it is really missing.

Step 2 of 2 for adding an image: call this AFTER you have PUT the file to the uploadUrl returned by prepare_image_upload. It verifies the uploaded object in storage, records it in the team media library and returns a media id + public URL. To use the image as a quiz cover or a landing-page cover, call update_form with flagImg or landingImage set to the returned media id.

Return the team (tenant) this token is currently operating against. All write tools default to this team. Also reports examineeSignupDisabled: when true this team has switched respondent self-signup off, so only respondents already on its roster can sign in — every quiz that asks for a login (submissionAccess examinee_only, or login_to_view_report at the report gate) turns away anyone new. Check it before blaming a quiz for "nobody can submit".

Read the current team's bookable time slots in a date range, computed from the team's weekly booking rules minus what is already taken. Returns enabled:false when the team has booking switched off or the plan does not include it. Pass bookingId to get the slots for rescheduling that booking (its own slot is not counted as taken) — always call this before reschedule_booking, since a start time outside the available slots is rejected. The range is clamped server-side if you ask for too many days.

View the full detail of one examinee (a.k.a. respondent) in the current team by its examineeId (the business ID shown in list_examinees, e.g. AB1234567890), including customData. Sensitive auth fields are never returned.

View one form of the current team in full, including the questions list fields[] and the report configuration. For outcome forms, the outcome codes that question votes reference live in report.outcomeAnalysis.outcomes. language is the primary language; existing non-primary language versions are listed in translationLanguages.

Read the conversion funnel for a form in the current team over the last N days, from the form_sessions telemetry: overall stages (viewed → started → submitted → leadCaptured → reportViewed → ctaClicked → shared), per-channel funnel (by utm_source, with embedded flag), UTM combos, and drop-off points (which question unsubmitted sessions stalled on). Use this to find where respondents drop and improve conversion.

Everything needed to put a form of the current team in front of an audience: the public answer link (also per language version), the team's custom domain and whether it is actually serving, ready-to-paste embed snippets in three modes (inline / popup / iframe), and the current delivery settings so you can tell whether the form will even accept responses. Pass utmSource to get every link and snippet tagged for one channel. Use this to answer "give me the link / the embed code" and to sanity-check a launch; change the switches with update_form_settings.

Read submission statistics for a form in the current team over the last N days: KPI overview (total / today / last 7 / last 30, unique examinees, anonymous, report status counts, average score, latest submission), daily submission trend, channels (by utm_source), UTM combos, login types (anonymous vs registered), device breakdown, and per-question answer distributions. Use this to gauge how a quiz is performing and to suggest improvements.

Read the full content of one language version (translation) of a form, including the mirrored fields[] and report. Use this to fetch the current draft before translating: edit the human-readable text in place, keep every code identical to the source form, then save with update_form_translation. Returns an error if that language version does not exist yet (create it first with create_form_translation).

View one lead of the current team by leadId: follow-up status, assignee, colour tags, the respondent block, and the next upcoming booking. Optionally include the respondent's submission history (which quizzes they took, with score / level), the team's internal follow-up comments, and the change timeline (status / assignee / tag changes plus submissions). Reference a lead by its leadId and a respondent by examineeId, never by a masked email.

View the full detail of one submission record (lead) in the current team by its record id (the id field returned by list_records), including the examinee, the submitted answers, UTM metadata and the complete frozen report result (overall / dimensions / outcome / AI evaluation). Answers are returned as the respondent wrote them, except that any email address or phone number inside them comes back masked.

Insert an item (question or page break) at a specific position. type can be a question type or Breaker. Use after / before to reference an existing field code (from get_form's field.code). To insert at the very front: before references the first field's code. To insert at the end, use add_question. Not idempotent: if the call times out it may still have succeeded, so retrying blindly can create a duplicate — check first, then retry only if it is really missing.

Invite someone to the active team (tenant) by email. Sends an invitation email with a join link and returns that link. Only the team owner or an admin can invite; the call is rejected for other roles. role defaults to "member" and may be "viewer" (read-only) or "admin" (only the owner may grant admin). You cannot invite someone as the owner. Fails if the email is already a member or already has a pending invite, or if the team has hit its member limit. Operates on the team this token currently targets — use list_my_tenants / switch_active_tenant to change teams first.

List the 1:1 bookings (discovery calls / consultations booked from a quiz report page) of the current team, earliest first. Each item carries the time range, status, meeting type, the attendee, the source quiz and submission, and the lead owner who should handle it. Filter by status / quiz / respondent / time range. Typical use: status "pending" lists the approval queue waiting on someone. Reference a booking by its bookingId; the attendee name / email come back masked.

List the examinees — also called respondents, the people who answer the quizzes — of the current team, newest first. Sensitive auth fields (password, verification code, reset token, etc.) are never returned. The examineeId business ID is returned unmasked and is what get_examinee / update_examinee take. Use get_examinee for one examinee's full detail including customData.

List the forms of the current team. Returned in reverse chronological order of creation, without question content (use get_form for details).

List the existing language versions (translations) of a form. Returns each translation's language, isActive flag, public share link and timestamps. The primary language lives on the form itself (see get_form.language) and is not listed here.

List the leads (CRM records) of the current team — one lead per respondent across all forms, carrying follow-up status, assignee, colour tags, submission count and the next upcoming booking. Newest activity first by default. Filter by status / assignee / tags / created-at range / keyword / whether they have an upcoming booking. Status codes and tag codes are team-defined — call list_lead_settings first to get the valid ones, never guess. Reference a lead by its leadId and a respondent by examineeId, never by a masked email.

Read the current team's lead configuration: the follow-up status codes (with label and colour, in display order), the colour tag library, and the members a lead can be assigned to. Call this before update_lead / set_lead_tags / assign_leads — status codes, tag codes and member ids are all team-specific and the write tools reject unknown values.

List all teams (tenants) the current user belongs to. isActive marks the team this token currently operates against.

List submission records (leads) of the current team, newest first. Each item includes the examinee (name / email / customData if captured), the submitted answers, UTM metadata and a compact report result (status / score / level / outcome). Optionally filter by form, report status, and submitted-at range. Reference a respondent by examineeId, never by a masked email; email addresses and phone numbers written into the answers come back masked too. Use get_record for one record's full detail.

List active templates in the public template library (id, title, scene, description, category, recommended flag, usage count), most-used first. Use this to find a template, then call create_form_from_template with its id to create a form from it — the fastest way to build a quiz when a suitable template exists.

Move an existing question or page break to a specific position by code. Choose either after or before, referencing another field's code. Move to the front: before references the current first field's code. Move to the end: after references the current last field's code.

Step 1 of 2 for adding an image (PNG / JPEG / GIF / WebP) to the current team media library. This tool does NOT receive image bytes — it returns a short-lived presigned URL you upload the file to directly, so even large images never pass through this conversation. Workflow: (1) save the image to a local temp file; (2) if the file is larger than 5MB, compress / downscale it to 5MB or less FIRST (e.g. sips -Z 2048 in.png --out out.jpg on macOS, or magick in.png -resize "2048x2048>" -quality 82 out.webp) — uploads over 5MB are rejected; (3) call this tool with filename, mimeType and (optionally) fileSize; (4) HTTP PUT the temp file to the returned uploadUrl with the matching Content-Type header, e.g. curl -X PUT --upload-file <file> "<uploadUrl>" -H "Content-Type: image/png"; (5) call finalize_image_upload with the returned key; (6) delete the temp file. Max 5MB after compression. Only image/png, image/jpeg, image/gif and image/webp are accepted.

Authoring guide for one RooQuiz preview assessment type: the full field schema, question types, scoring rules, themes, common mistakes and a worked example. Read the guide for the type you want before calling preview_quiz, preview_scorecard, preview_outcome.

Create a shareable RooQuiz preview personality / outcome test — options vote for result types and the most-voted type is the result — and get a link to open in the browser. No account, login, or API key required. Use this when someone wants to build, try out, or share a personality quiz, a "which X are you" / type / archetype test, or any quiz where there are no right answers and the taker is sorted into one of several result types. For a right/wrong graded quiz, use the preview-quiz skill; for a scored questionnaire that totals points into a level, use the preview-scorecard skill.

This tool takes the finished assessment JSON and nothing else. Unless its field schema, scoring rules and worked example are already in context, call preview_guide with type "outcome" first.

Create a shareable RooQuiz preview quiz — a right/wrong assessment where correct answers earn points and the taker gets a score — and get a link to open in the browser. No account, login, or API key required. Use this when someone wants to build, try out, or share a graded quiz, test, trivia, or exam with correct answers and a final score. For a scored questionnaire where every option adds points, use the preview-scorecard skill; for a personality/type test with no right answers, use the preview-outcome skill.

This tool takes the finished assessment JSON and nothing else. Unless its field schema, scoring rules and worked example are already in context, call preview_guide with type "quiz" first.

Create a shareable RooQuiz preview scorecard — a scored questionnaire where each option adds points toward a total that buckets into levels — and get a link to open in the browser. No account, login, or API key required. Use this when someone wants to build, try out, or share a self-assessment, health/habit score, readiness or maturity check, satisfaction survey, or any rated questionnaire that turns answers into a total score and a level (no "correct" answer). For a right/wrong graded quiz, use the preview-quiz skill; for a personality/type test with no scores, use the preview-outcome skill.

This tool takes the finished assessment JSON and nothing else. Unless its field schema, scoring rules and worked example are already in context, call preview_guide with type "scorecard" first.

Move a confirmed booking of the current team to a different time, as the organiser. The new start time must be one of the available slots — call get_booking_availability with this bookingId first and pick a startAt from its slots. The attendee is emailed about the new time, the 24h reminder is re-armed, and the booking.rescheduled integration event fires. Only works on a scheduled booking; it is rejected if the slot got taken in the meantime or if that respondent already has another active booking.

Restore a form from the trash in the current team (undo delete_form). Only the form owner / team owner can restore; errors if the form is not in the trash.

Approve or decline a pending booking request of the current team. Approving turns it into a confirmed meeting and sends the attendee the confirmation with the meeting address; declining sends a short "not approved" note with the optional reason. Only works on a booking whose status is pending, and a request whose meeting time has already passed can only be declined. On approval you may set the meeting link / instructions for this one meeting (leave empty to fall back to the team-level settings). Only the team owner / admin or the lead owner can review.

Set the multi-dimension analysis (form.report.dimensionAnalysis) of a form, replacing it as a whole without touching overallAnalysis. In the knowledge_quiz scene each dimension needs fieldCodes (question codes); in the scored_quiz scene each needs a formula. Pass an empty dimensions array to clear the multi-dimension analysis. Call get_form first to read the question codes. Not supported for random_knowledge_quiz forms.

Set the colour tags on one or more leads of the current team. Pass every lead id in a single call (up to 50) — do not loop. mode: "replace" (default, overwrite the whole tag set — for editing a single lead), "add" or "remove" (for batches, where each lead has different tags and overwriting would wipe other people's tags). Tag codes must exist in the team's tag library (see list_lead_settings.tags); "remove" also accepts stale codes. Changes are recorded on each lead's timeline.

Switch the active team (tenant) for this token. The change persists across sessions until switched again. Caller must be a member of the target team.

Close out a confirmed booking of the current team: mark it completed, mark the attendee as a no-show, or cancel it. Only works on a booking whose status is scheduled; completed / no_show additionally require the meeting to have already started. Cancelling notifies the attendee by email and fires the booking.cancelled integration event; completed / no_show are internal bookkeeping and do not contact the attendee. To handle a pending request use review_booking instead.

Update an examinee (a.k.a. respondent) in the current team, located by its examineeId (the business ID from list_examinees). Editable: name / status (active|disabled) / customData (validated against the team's examinee field definitions: required / unique / type / regex). email, tenant and examineeId cannot be changed. customData REPLACES the whole object and masked values are rejected: never re-send customData you just read, or you will wipe or corrupt phone fields — only write values the user gave you.

Update a form of the current team: title / description / isActive / flagImg / landingImage / theme / report / openGraph / language / systemText. flagImg is the quiz cover, landingImage the landing-page cover (sets the image only, does not toggle the landing page); both take a media id from finalize_image_upload, a media URL, or "" to clear. report and openGraph (the social share card on the answer link) merge by sub-key — only what you pass is replaced, "" clears an openGraph sub-key; in the outcome_quiz scene outcomes are matched by code so existing images survive, and removing an outcome still referenced by question votes is rejected. systemText is replaced wholesale ({} clears it). language is changeable only while the form has no language versions; scene never. Questions go through add_question / update_question / delete_question / move_question, dimensionAnalysis alone through set_dimension_analysis.

Change how a form of the current team is delivered, as opposed to what it says (use update_form for title / questions / report / theme). Editable: submissionAccess (who may answer and whether seeing the report needs a login — this is the lead-capture gate), reportGateRequireCode (whether that login gate collects an emailed verification code, trading completion rate against lead quality), timeLimit, sharing (the result-page share button and personalised share card, which is what drives organic spread), answerSheet, booking (the result-page booking block that feeds the 1:1 call queue), gaTrackingId, sharedWithAll (whether every team member can see this form), and slug (the custom path that gives the public link a memorable, SEO-friendly address). Only the keys you pass are changed. Read the current values with get_form_share_info.

Save translated copy for one language version of a form. Pass the translated title / description / fields / report / systemText / booking, mirroring the shape returned by get_form_translation; fields you omit keep their current value and partial translation is allowed. Translation fields[] must not introduce codes that do not exist on the source form. Pass isActive=false to pause just this language version, independently of the form's overall isActive.

Move one lead of the current team to another follow-up status (e.g. new → contacted). The change is recorded on the lead's timeline. Status codes and tag codes are team-defined — call list_lead_settings first to get the valid ones, never guess.

Update a single question of an existing form, located by code. Changeable: name / description / explain / required / score / correctAnswer / aiMatch (FillBlank AI grading) / precision (DateField/TimeField picker precision) / min / max / unit / decimalPlaces (NumberField) / words (Rate scale labels) / choices (replaces ALL choices of a choice-based question). NOT changeable — delete_question then add_question instead: question type, Rate steps, DropDown multiple, Ordering shuffle. DateField / TimeField / Rate reject score / correctAnswer / aiMatch (configure date/time scoring in the web app). The scored_quiz and outcome_quiz scenes reject the top-level score / correctAnswer / aiMatch as well: pass choices carrying choices[i].score or choices[i].outcomes instead (TrueFalse outcome votes still need delete + recreate).

Change the team address of the current team — the first path segment of every quiz link on the platform domain (quizster.app//). Owner / admin only. Lowercase letters, digits, hyphens and underscores, 4-32 chars, must start and end with a letter or digit, unique across the whole platform, and cannot be cleared. Changing it moves EVERY public quiz link of the team at once and the old address stops resolving (cached entries may linger briefly), so treat this as a rare, deliberate rename — not routine tuning; token addresses (/a/) keep working. Read the current value with get_active_tenant.