CxLEVER Follow-Up Studio

Inputs

1 · Prospect & Call Context

Who you spoke to and how the message must sound. The city drives the German sign-off (“Beste Grüße nach …”), the send time drives the thank-you opener.

Import data from HubSpot — type a name, e-mail or company

HubSpot connection

Create a private app in HubSpot (Settings → Integrations → Private Apps) with the scopes crm.objects.contacts.read and crm.objects.companies.read, then paste its token here. It is stored in this browser only.

Private app token

Proxy base URL — optional but recommended HubSpot's API does not allow direct browser calls, so a one-file Cloudflare Worker sits in between. deploy/hubspot-proxy-worker.js in this project is that Worker — deploy it once, paste its URL here, and the import works for the whole team. Without a proxy the app still tries a direct call and tells you plainly if the browser blocks it.

First Name — used in the salutation

Last Name (optional)

Role / Title

Company

City based in — for the sign-off

Primary Company Website^*

Secondary Company Website (optional)

* Paste the actual website/webpage content or scrape(s) into 2 · Inputs below. The URL alone is only a hint for the AI — pasted content is what stops it from inventing things.

Call Date

Time of Day the E-Mail Will Be Sent

Message Language

Tone

2 · Inputs — Transcript, Website, CRM

The message can only be as deep as what you paste here. Block A is mandatory; B and C are what make the mirror paragraph land — every fact the AI uses from them is listed back to you in the internal note.

A · Call Transcript / Notes — mandatory

Drag & drop one or more files straight onto this box — .txt, .md, .vtt and .srt subtitles, .json, .csv. Several files are appended one after another, each under its own filename header.

B · Company Website Content — About, products, references, news, careers

Drop saved pages or scrapes here — .html files are reduced to their readable text automatically.

C · CRM Record — role, deal stage, source, touchpoints, stack, incumbents, approval path

Nothing you paste leaves this browser unless you press Generate in the Live Generate panel — and then it goes straight to the AI provider you chose, never to a CxLEVER server.

3 · Preset & Next Step

The preset decides the architecture of the message — which blocks appear, in which order, and how long each piece may be.

For the deepest messages, paste this prompt into one of the latest top models — e.g. Claude Opus 4.8, Gemini 3.1 Pro, GPT-5.x or Mistral Large — then paste the JSON it returns into the Spec editor below.

Follow-Up Spec Editor

Ready.

Live Generate (BYOM) & Refine

Runs the same prompt against your own AI provider. Everything is optional — the app works fully offline without it. Keys are stored only in this browser and sent directly to the provider you pick, over HTTPS. Nothing else leaves your machine.

AI Provider

Model (blank = default)

API Key

Base URL (for OpenAI-compatible / local endpoints)

Max Output Tokens (cost cap)

Remember API key on this device

A full message set (e-mail plus the LinkedIn versions and the internal note) needs roughly 4.000–8.000 output tokens. Too low truncates the JSON.

Refine instruction — what to change about the current messages

Quality Check

Scores the message set against the CxLEVER follow-up rules — salutation, capitalised Du-forms, forbidden phrases, double punctuation, bullet symbols, sign-off, length, one CTA — plus a hallucination check that flags every number and every product or vendor name in the message that appears nowhere in your inputs.

Tone of Voice / House Rules — Sender, Forbidden Phrases, Subjects

Your standing rules. They go into every prompt and every quality check, so the app enforces the same style each time.

Sender name

Sender company

Sender location — appears in “… aus Berlin/München”

Forbidden phrases (one per line) Subject line patterns (one per line) Extra house rules given to the AI verbatim

Tone-of-Voice Profiles

Keep your own tone-of-voice prompts here and pick the one this message should follow. The AI receives the profile name, the link and — if you paste it — the text itself. Paste the text: no AI can open your Google Doc from inside this app.

Profile name

Link to the document

Profile text — paste the prompt itself; this is what actually steers the AI

Versions & Snapshots

Save snapshot stores a dated copy of the current message set with its quality score. Diff shows exactly what changed against the set you have open now — useful to compare the draft you generated with the one you actually sent. Snapshots live in this browser only.

Run Diagnostics

Self-test of the app's dependencies and current config. No data is sent unless you click “Test connection” above.

Message Preview

CxLEVER Follow-Up Studio v1.1.1 · spec schema v1.1 · offline core