LeadWizard-CSLB v3.6

Refresh CSLB Data

Keep source_inbox/cslb-data.zip compressed. Replace it with a fresh archive and import. Source data is refreshed while saved campaign and research state remains separate.

v3.6 Workflow

Filter → Campaign → Select page or entire campaign → Search public professional channels → Save verified research → Reuse company profile → Preview JSON → Push approved leads

Search Contractors

Classification searchCountyStatusBusiness, city, or licenseRows per page

Choose one or more classifications. Leave blank for all.

Blank secondary status Phone required Personnel required

Create Campaign

Campaign nameClassification bundleTerritory presetClassification searchCounties, comma separatedPrimary statuses

Select classifications manually or load a bundle.

Exclude secondary flags Require phone Require personnel

Saved Campaigns

Open a workspace, select the current page or the entire campaign, then research, approve, preview, and push.

Deep Research

Use the targeted public-channel links, then save verified professional contact details and provenance. Company-level profiles can be reused for related licenses.

Company Profiles

Reusable verified company information shared across related CSLB licenses. Preview and push approved saved profiles directly into email, voice-agent, or custom endpoints.

Campaign Presets

Classification Bundles

Territory Presets

Endpoint Templates

Templates are immutable starters. Use a template to create a new saved endpoint profile, then edit the saved copy without overwriting the original template.

Saved Endpoint Profiles

Only saved profiles appear in campaign and company-profile deployment dropdowns. A configured badge means an endpoint URL has been persisted.

Saved Profile Editor

Create a saved profile from a template or start a custom profile.

NameTypeMethodTransportEndpoint URL

Headers JSONPayload schema JSONMapping JSON

Workflow JSON Use the two-step voice template for create-lead → extract lead_id → enqueue. Leave as [] for a single-request endpoint.

Useful fields include {{business_name}}, {{normalized_phone}}, {{primary_contact_name}}, {{research_summary}}, and {{call_brief}}.

Delivery Log

Successful duplicates are skipped. Expand a delivery to inspect the endpoint URL, sent payload, response body, and connection error before retrying.