Frequently Asked Questions

Any AI that supports MCP (Model Context Protocol). This includes ChatGPT (via the GPT store), Claude Desktop, Claude Code, and any other MCP-compatible client.

MCP (Model Context Protocol) is an open standard that lets AI assistants connect to external tools and services. HeyWarmLead uses MCP to let your AI assistant manage businesses, leads, contacts, and campaigns on your behalf.

Lead stages represent where a prospect is in your pipeline. HeyWarmLead supports stages like awareness, interest, consideration, intent, evaluation, and converted. Move leads through stages as your relationship progresses.

Tags are flexible labels you can attach to leads for filtering and organization. Use tags like "content_calendar" for content ideas, "high_priority" for hot leads, or any custom tag that fits your workflow.

Content calendar leads are your own content ideas to draft and publish on social platforms. They are distinguished by the "content_calendar" tag and use a special content:// profile URL. Filter them using the Type dropdown on the leads page.

Leads represent potential prospects you are engaging with for a specific business. Contacts are the actual people behind leads — a single contact can be linked to multiple leads across different businesses. Identities link contacts across platforms.

Yes! Create as many businesses as you need to organize leads by client, project, or campaign. Each business has its own set of leads, contacts, and agents.

Yes! The free plan includes all core features including businesses, leads, contacts, agents, and MCP integration. Paid plans offer additional capacity and priority support.

Yes, lead and contact data can be exported from your dashboard for use in spreadsheets, CRM systems, or other tools.