# Ask for it

1. Offer only guides whose status is `live` or `beta`; say a `planned` one is planned.
2. Match the founder's words in [/asks.json](/asks.json), then call the guide's Verbs in order, with the founder's own values in place of each input its `examples` names; `find:` reads the record first, `$N` is step N's result.
3. Ask at most the plan’s one question, and stop at every exit and approval the guide declares.
4. Read any page as Markdown at its URL plus `.md`, and cite its id.

## Find out if anyone wants this (`find-out-if-anyone-wants-this`, live, front)

Says: "Find out if anyone wants this" · "Validate this idea" · "Test demand before I build anything" · "Does anyone want this" · "See if people will pay before I build it" · "Put up a page that takes deposits and asks a few questions" · "Will anyone pay for this"
Calls: Hypothesis.create → Offer.create → Offer.publish → Survey.create → Site.publish
Needs: noun:startup
Approval: ask; leaves the chat for stripe-onboarding
Page: /start/guides/find-out-if-anyone-wants-this.md

## Spend $200 to test faster (`spend-200-to-test-faster`, beta, front)

Says: "Spend $200 to test faster" · "Run some ads to the listening page" · "Buy a little traffic to see who signs up" · "Get more people to the page" · "Run a small ad test"
Calls: DemandBudget.create → Hypothesis.create → Experiment.create → Hypothesis.test → Experiment.start
Needs: guide:find-out-if-anyone-wants-this, verb:Startup.claim
Approval: ask
Page: /start/guides/spend-200-to-test-faster.md

## Start a business (`start-a-business`, live, front)

Says: "Start a business that tracks lease renewals for small property managers, $29 a month" · "Make me a business for landlords who keep missing renewal dates" · "Turn my idea into a business: renewal reminders for managers with up to 200 units" · "Turn my idea into a startup" · "Create a startup from one sentence"
Calls: Startup.create → Startup.build
Approval: none
Page: /business/start-a-business.md

## What are people asking for (`what-are-people-asking-for`, live, front)

Says: "What are people asking for" · "What did signups say" · "Which problems come up most in the interviews" · "Summarize the interviews" · "What do people want most"
Calls: Problem.rank
Needs: guide:find-out-if-anyone-wants-this
Approval: none
Page: /start/guides/what-are-people-asking-for.md

## Which integrations do people want (`which-integrations-do-people-want`, beta, front)

Says: "Which integrations do people want" · "Should Teams come before Slack" · "How many people asked for Outlook" · "Which tools should we connect to first"
Calls: Collection.query
Needs: guide:find-out-if-anyone-wants-this
Approval: none
Page: /start/guides/which-integrations-do-people-want.md

## Buy a domain (`buy-a-domain`, live, front)

Says: "Buy leaseline.app" · "Find me a domain for the business under $20 a year" · "Get the .com too, so no one else takes it" · "Get me a domain" · "Register a new domain" · "Pick a domain name for us" · "Find a name we can register" · "Is leaseline.app available"
Calls: Domain.search → Domain.register → Domain.connect
Needs: noun:startup
Approval: ask
Page: /products/site/domains/buy-a-domain.md

## Connect my domain (`connect-my-domain`, live, front)

Says: "Connect leaseline.com. I bought it somewhere else" · "Use the domain I already own for my site" · "Point leaseline.com at the business" · "Connect my domain" · "I bought the name somewhere else, point it here"
Calls: Domain.connect
Needs: noun:startup
Approval: ask; leaves the chat for registrar
Page: /products/site/domains/connect-my-domain.md

## Get email at my domain (`get-email-at-my-domain`, beta, front)

Says: "Give me dana@leaseline.app" · "Get email at my domain" · "Set up support@leaseline.app email for customers" · "Set up a mailbox for me"
Calls: Domain.authenticate → Mailbox.create
Needs: guide:buy-a-domain
Approval: none
Page: /products/site/domains/get-email-at-my-domain.md

## Launch my business (`launch-my-business`, live, front)

Says: "Launch Leaseline" · "Put the business live and start taking payments" · "Open leaseline.app to customers today" · "Go live" · "Are we ready to launch" · "Hook up Stripe and take real cards"
Calls: Startup.launch
Needs: verb:Startup.claim, noun:offer, guide:put-up-a-page
Approval: ask
Page: /business/launch-my-business.md

## Put up a page (`put-up-a-page`, live, front)

Says: "Put up a page" · "Launch a landing page tonight" · "Make me a landing page on a free address" · "I need a website" · "Make a homepage for the business"
Calls: Domain.claim → Site.publish
Needs: noun:startup
Approval: ask
Page: /start/guides/put-up-a-page.md

## Sell a service (`sell-a-service`, beta, front)

Says: "Sell renewal outreach as a service at $199 a month" · "Do the work for my customers and charge monthly" · "Turn this into a done-for-you service" · "Sell a service my agents deliver"
Calls: Service.create → Offer.create → Offer.publish
Needs: noun:startup
Approval: ask; leaves the chat for stripe-onboarding
Page: /products/service/sell-a-service.md

## Sell my data (`sell-my-data`, beta, front)

Says: "Sell renewal dates by county as data" · "Charge a cent per record looked up" · "Turn our records into a data product" · "Let developers buy our dataset" · "Sell paid access to our records"
Calls: Dataset.create → Offer.create → Offer.publish
Needs: noun:startup
Approval: ask; leaves the chat for stripe-onboarding
Page: /products/data/sell-my-data.md

## Start a waitlist (`start-a-waitlist`, live, front)

Says: "Start a waitlist" · "Collect emails from people who want in" · "Let people in from the waitlist in batches" · "Let the next 20 people in" · "Add a waitlist to the page" · "Make a landing page with a waitlist" · "Put up a waitlist page"
Calls: Waitlist.create → Waitlist.admit
Needs: noun:startup
Approval: none
Page: /start/guides/start-a-waitlist.md

## Turn my app into a business (`turn-my-app-into-a-business`, beta, front)

Says: "Turn my app into a business" · "I already built the app. Make it a real business" · "Put a company around leaseline.app so it can sell" · "Wrap a business around the app I built with another tool" · "Add payments, terms and support around my existing app" · "My app is live but has no checkout"
Calls: Startup.import → Startup.build
Approval: none
Page: /start/guides/turn-my-app-into-a-business.md

## Add a free trial to a plan (`add-a-free-trial-to-a-plan`, live, front)

Says: "Give every new Pro customer 14 days free" · "Add a free trial to Pro" · "Let people try it before they pay" · "Start everyone on a trial, card up front"
Calls: Offer.update
Needs: guide:charge-monthly, verb:Startup.claim
Approval: none
Page: /products/offers/add-a-free-trial-to-a-plan.md

## Add a yearly plan (`add-a-yearly-plan`, live, front)

Says: "Add a yearly plan at $290" · "Let customers pay once a year" · "Offer an annual plan with two months free" · "Add annual billing"
Calls: Offer.create → Offer.publish
Needs: guide:charge-monthly, verb:Startup.claim
Approval: ask
Page: /products/offers/add-a-yearly-plan.md

## Ask me before big refunds (`ask-me-before-big-refunds`, live, front)

Says: "Ask me before big refunds" · "Refund up to $250 without asking me" · "Hold any refund over $250 for my yes" · "Let the billing agent handle small refunds" · "Never refund more than $250 without me" · "Let me approve refunds over $250"
Calls: Process.enable → Setting.update
Needs: guide:take-a-payment
Approval: none
Page: /workflows/guides/ask-me-before-big-refunds.md

## Cap usage on a plan (`cap-usage-on-a-plan`, live, front)

Says: "Give Starter 10 exports a day, then ask them to upgrade" · "Cap the free plan at 100 calls a month" · "Limit how much each plan can use" · "Charge for usage past the plan limit"
Calls: Limit.create → Offer.grant → Offer.update
Needs: guide:charge-monthly, verb:Startup.claim
Approval: none
Page: /products/offers/cap-usage-on-a-plan.md

## Charge monthly (`charge-monthly`, live, front)

Says: "Charge $29 a month" · "Make Leaseline Pro a $29 monthly subscription" · "Bill customers every month and let them cancel on their own" · "Start a subscription" · "Take payments monthly" · "Get people to pay me $20 a month" · "Charge $49 a month for my app"
Calls: Offer.create → Offer.publish
Needs: noun:startup
Approval: ask; leaves the chat for stripe-onboarding
Page: /systems/finance/charge-monthly.md

## Charge per seat (`charge-per-seat`, live, front)

Says: "Charge $15 a month for each person on the team" · "Charge per seat" · "Bill for every user they add" · "Price it per user, counted automatically"
Calls: Offer.create → Offer.publish
Needs: guide:let-customers-sign-in
Approval: ask; leaves the chat for stripe-onboarding
Page: /products/app/charge-per-seat.md

## Charge per use (`charge-per-use`, beta, front)

Says: "Charge per use" · "Bill by usage" · "Charge a cent per API call" · "Charge for what they use each month" · "Set up usage-based pricing"
Calls: Meter.create → Offer.create → Offer.publish
Needs: noun:startup
Approval: ask; leaves the chat for stripe-onboarding
Page: /start/guides/charge-per-use.md

## Give a customer a free trial (`give-a-free-trial`, live, front)

Says: "Give Riverside Property a 14-day free trial" · "Let this customer try Pro free for two weeks" · "Start a trial without a card" · "Extend their trial"
Calls: Offer.trial
Needs: guide:charge-monthly, verb:Startup.claim
Approval: none
Page: /products/offers/give-a-free-trial.md

## Give a launch discount (`give-a-launch-discount`, live, front)

Says: "Give the first 100 customers 20% off for three months" · "Make a LAUNCH20 code" · "Create a promo code for launch week" · "Offer a discount to early customers" · "Make a coupon for 50% off"
Calls: Coupon.create
Needs: guide:charge-monthly
Approval: none
Page: /products/offers/give-a-launch-discount.md

## Handle sales tax (`handle-sales-tax`, beta, front)

Says: "Take care of sales tax" · "Handle sales tax for me" · "Register for sales tax in Texas and file the returns" · "Do we need to charge VAT" · "Register us for sales tax where we owe it"
Not for: "income tax" · "personal tax return"
Calls: Company.register → Company.submit
Needs: verb:Startup.claim
Approval: ask
Page: /systems/finance/handle-sales-tax.md

## Lock a feature to a plan (`lock-a-feature-to-a-plan`, live, front)

Says: "Lock export to Pro" · "Only Pro customers can export" · "Make CSV export a paid feature" · "Put this feature behind the paid plan"
Calls: Offer.grant
Needs: guide:charge-monthly, verb:Startup.claim
Approval: none
Page: /products/offers/lock-a-feature-to-a-plan.md

## Take a deposit (`take-a-deposit`, live, front)

Says: "Take a deposit" · "Take a refundable deposit" · "Take a $50 deposit" · "Take a $29 deposit before it ships" · "Collect deposits before it ships" · "Let people pre-order" · "Let people reserve a spot with a deposit" · "We can't charge yet, but take something up front" · "Take a deposit for a custom build"
Calls: Offer.create → Offer.publish
Needs: noun:startup
Approval: ask; leaves the chat for stripe-onboarding
Page: /start/guides/take-a-deposit.md

## Take a payment (`take-a-payment`, live, front)

Says: "Take a $29 payment for setup" · "Send me a link a customer can pay $29 with" · "Charge $29 once for onboarding" · "Send her a payment link" · "Sell a one-time setup fee"
Calls: Offer.create → Offer.publish
Needs: noun:startup
Approval: ask; leaves the chat for stripe-onboarding
Page: /systems/finance/take-a-payment.md

## Build my app (`build-my-app`, beta, front)

Says: "Build the app my property managers sign in to" · "Give each customer a dashboard of their leases and renewal dates" · "Make an app where a manager sees which renewals are due this month" · "Build the app my customers sign in to" · "Build my app" · "Make a web app for this"
Not for: "iPhone app" · "Android app" · "mobile app" · "App Store app" · "subdomain"
Calls: Software.create → App.publish
Needs: noun:startup
Approval: ask
Page: /products/app/build-my-app.md

## Let customers sign in (`let-customers-sign-in`, live, front)

Says: "Let my customers sign in" · "Let a property manager invite their team" · "Turn on single sign-on for customers who need it" · "Let customers log in" · "Add sign-in" · "Add Google login" · "Invite a customer to their account"
Calls: Tenant.provision → Tenant.invite
Needs: noun:customer
Approval: none
Page: /products/app/let-customers-sign-in.md

## Send email from my domain (`send-email-from-my-domain`, live, front)

Says: "Send email from our domain" · "Why did this email bounce" · "Make our receipts land in the inbox" · "Stop our emails going to spam" · "Send receipts from leaseline.app"
Calls: Domain.authenticate
Needs: guide:buy-a-domain
Approval: none
Page: /start/guides/send-email-from-my-domain.md

## Ship an API (`ship-an-api`, beta, front)

Says: "Sell renewal dates as an API, a cent per call" · "Give developers keys to read their leases" · "Let agents call my product" · "Ship an API" · "Give developers an API key and docs"
Calls: Interface.create → Offer.publish
Needs: noun:offer
Approval: ask; leaves the chat for stripe-onboarding
Page: /products/api/ship-an-api.md

## Ship my changes (`ship-my-changes`, live, front)

Says: "Ship my changes" · "Put my edits to the lease fields live" · "Deploy the branch once its checks pass" · "Ship it" · "Deploy this" · "Send me a preview link" · "Merge and deploy my changes"
Calls: Change.review → Change.merge → Version.deploy
Needs: noun:change
Approval: ask
Page: /code/ship-my-changes.md

## Store my customers' data (`store-my-customers-data`, beta, front)

Says: "Keep each customer's leases, units and tenants" · "Store renewal dates per customer, kept apart from every other customer" · "Store my customers' data" · "Keep each customer's projects separate" · "Give every customer their own database"
Calls: Collection.create → Tenant.provision
Needs: noun:customer
Approval: none
Page: /products/app/store-my-customers-data.md

## How is it going (`how-is-it-going`, live, front)

Says: "How is it going" · "How are we doing" · "How are we doing this week" · "Show me my numbers" · "Send me a weekly business summary" · "Every Monday, tell me how last week went" · "What happened last week, and what needs me" · "How many deposits do we have" · "How many people signed up this week" · "How much did we make this month, and how long does the cash last" · "Send me revenue, burn and runway every Monday" · "What is our growth rate" · "How long is our runway" · "One email a week instead of checking everything"
Calls: Dashboard.create → Dashboard.ask → Dashboard.schedule
Needs: noun:startup
Approval: none
Page: /start/guides/how-is-it-going.md

## See what the support agent did yesterday (`see-what-an-agent-did`, live, front)

Says: "Show me everything the support agent did yesterday" · "What did the agents do overnight" · "List every refund the support agent made this week" · "Who did what yesterday" · "Show me the agent activity log"
Calls: Action.list
Approval: none
Page: /agents/see-what-an-agent-did.md

## Answer an approval (`answer-an-approval`, live, front)

Says: "What is waiting on me" · "Show me my approvals" · "Approve the $740 ad spend" · "Yes, go ahead with the renewal" · "Refuse that request and tell the agent why"
Calls: Approval.approve
Approval: none
Page: /agents/answer-an-approval.md

## Approve what agents spend (`approve-what-agents-spend`, live, front)

Says: "Ask me before any agent spends more than $500 a month" · "Nothing over $500 goes out without my yes" · "Show me what the agents want to spend, and let me approve it" · "Ask me before you spend money" · "Post approvals in Slack and wait for my yes"
Calls: Limit.create → Approval.approve
Needs: noun:agent
Approval: none
Page: /agents/approve-what-agents-spend.md

## Automate a workflow (`automate-a-workflow`, beta, front)

Says: "When a customer reaches one year with us, email them a thank-you from me and give them a free month" · "Thank every customer on their first anniversary and take a month off their next bill" · "Reward one-year customers with a note from me and a free month" · "Automate a workflow" · "Every time this happens, do that for me"
Calls: Process.create → Coupon.create → Workflow.create → Trigger.create
Needs: noun:startup
Approval: none
Page: /workflows/automate-a-workflow.md

## Give a teammate access (`give-a-teammate-access`, live, front)

Says: "Give my cofounder access" · "Give Sam admin access" · "Let my cofounder in" · "Add a teammate to the business" · "Give my contractor access to support only" · "Who can see and change what"
Calls: Human.invite
Needs: noun:role
Approval: ask
Page: /agents/give-a-teammate-access.md

## Hire an agent for a role (`hire-an-agent-for-a-role`, live, front)

Says: "Hire an agent to answer my customers" · "Take support off my plate" · "I am done doing support, hand it to an agent" · "Who answers support, and what does it do without asking" · "Let the support agent answer on its own, and ask me before refunds" · "Put an agent in the Customer Lead seat"
Calls: Role.update → Action.list
Approval: none
Page: /agents/hire-an-agent-for-a-role.md

## Invite my cofounder as CTO (`invite-a-person-to-a-role`, live, front)

Says: "Invite my cofounder as CTO" · "Add Sam to the Engineering Lead seat" · "Bring a person onto the team" · "Give my contractor the support seat"
Calls: Human.invite
Needs: noun:role
Approval: none
Page: /agents/invite-a-person-to-a-role.md

## Issue a card with a limit (`issue-a-card-with-a-limit`, beta, front)

Says: "Give my ads agent a card with a $500 monthly limit" · "Get me a virtual card for software, $200 a month at most" · "Let the growth agent spend up to $500 a month on ads" · "Issue a card with a limit" · "Let the agent pay for tools on its own card"
Calls: Mandate.authorize → Card.issue
Needs: verb:Startup.claim, noun:agent
Approval: ask
Page: /systems/finance/issue-a-card-with-a-limit.md

## Let the support agent refund up to $50 (`let-an-agent-refund`, live, front)

Says: "Let the support agent refund up to $50 without asking" · "Stop asking me about small refunds" · "Refunds under $50 are fine, do them without me" · "Give support a refund limit"
Calls: Limit.create → Mandate.authorize
Approval: ask
Page: /agents/let-an-agent-refund.md

## Pause every agent that talks to customers (`pause-customer-facing-agents`, live, front)

Says: "Pause every agent that talks to customers" · "Stop all customer-facing agents now" · "Something is wrong, stop the agents replying to customers" · "Turn off the support and sales agents" · "Kill switch for the agents"
Calls: Agent.pause
Needs: noun:agent
Approval: none
Page: /agents/pause-customer-facing-agents.md

## Review the support agent (`review-a-role`, live, front)

Says: "Review the support agent" · "Review the Customer Lead for last week" · "Is the sales agent meeting its contract" · "Grade each seat against its contract" · "Which agents missed their standards"
Calls: Role.review
Approval: none
Page: /agents/review-a-role.md

## Run sales myself (`run-a-seat-yourself`, live, front)

Says: "Let me run sales myself" · "I want to sell to the first ten customers myself" · "Put me in the Sales Lead seat" · "Take the sales agent off deals, I will handle them" · "I will answer support myself for now"
Calls: Role.staff
Approval: none
Page: /agents/run-a-seat-yourself.md

## Announce every release (`announce-every-release`, live, wakes, wakes on Startup.launched)

Says: "Announce every release" · "Post what shipped each time we deploy" · "Tell customers when the feature they asked for ships" · "Write release notes for every deploy" · "Post release notes to the changelog after each deploy"
Calls: Workflow.create → Trigger.create
Needs: guide:ship-my-changes
Approval: none
Page: /workflows/guides/announce-every-release.md

## Answer a dispute (`answer-a-dispute`, beta, wakes, wakes on Dispute.opened)

Says: "Answer this chargeback" · "A customer disputed a charge" · "Fight the chargeback with our records" · "Send our evidence for the dispute"
Calls: Dispute.answer
Needs: verb:Startup.claim
Approval: ask
Page: /systems/finance/answer-a-dispute.md

## Answer privacy requests (`answer-privacy-requests`, live, wakes, wakes on Thread.created)

Says: "Answer privacy requests" · "Someone asked us to delete their data" · "Export everything we hold about this person" · "Which privacy requests are due" · "Answer data requests within the legal deadline"
Calls: Process.enable → Setting.update
Needs: noun:person
Approval: none
Page: /workflows/guides/answer-privacy-requests.md

## Approve card charges over $500 (`approve-card-charges-over-500`, live, wakes, wakes on Card.issued)

Says: "Card charges under $500 are fine without me" · "Chase missing receipts after a week" · "Code every card charge to an account" · "Hold card charges over $500 for my yes" · "Which card charges are waiting on me"
Calls: Process.enable → Setting.update
Needs: guide:issue-a-card-with-a-limit
Approval: none
Page: /workflows/guides/approve-card-charges-over-500.md

## Chase unpaid invoices (`chase-unpaid-invoices`, live, wakes, wakes on Invoice.overdue)

Says: "Chase unpaid invoices" · "Remind customers who have not paid" · "Follow up on overdue invoices" · "Who owes us money" · "Remind late payers with their pay link"
Calls: Process.enable → Setting.update
Needs: guide:send-an-invoice
Approval: none
Page: /workflows/guides/chase-unpaid-invoices.md

## Close the books every month (`close-the-books-every-month`, live, wakes, wakes on Order.paid)

Says: "Close the books every month" · "Close last month" · "Are the books reconciled" · "Show me the profit and loss" · "Close by the third business day"
Calls: Process.enable → Setting.update
Needs: guide:take-a-payment
Approval: none
Page: /workflows/guides/close-the-books-every-month.md

## Escalate hard support questions to me (`escalate-hard-support-questions-to-me`, live, wakes, wakes on Conversation.created)

Says: "Escalate hard support questions to me" · "Send me the support questions the agent cannot answer" · "Answer support within an hour" · "Review agent replies before they go out" · "Which conversations are waiting on me"
Calls: Process.enable → Setting.update
Needs: noun:customer
Approval: none
Page: /workflows/guides/escalate-hard-support-questions-to-me.md

## Make a custom plan for one customer (`make-a-custom-plan`, live, wakes, wakes on Quote.requested)

Says: "Make Harbor Residential a custom plan at $24,000 a year" · "Quote an enterprise deal" · "Give one buyer its own private price" · "Send a quote billed yearly by invoice"
Calls: Offer.create → Quote.create → Quote.send
Needs: guide:charge-monthly, verb:Startup.claim
Approval: ask
Page: /products/offers/make-a-custom-plan.md

## Pay a supplier (`pay-a-supplier`, beta, wakes, wakes on Bill.created)

Says: "Pay a supplier’s bill on its due date" · "Pay Northwind’s $29 invoice for hosting" · "Approve and pay the supplier bills due this week" · "Pay our contractor" · "Approve and pay this bill"
Calls: Bill.create → Bill.approve → Bill.pay
Needs: verb:Startup.claim
Approval: ask
Page: /systems/finance/pay-a-supplier.md

## Pay suppliers every week (`pay-suppliers-every-week`, live, wakes, wakes on Order.confirmed)

Says: "Pay suppliers every Friday" · "Pay contractors for finished jobs" · "Hold payouts on disputed orders" · "What do we owe suppliers this week" · "Wait three days after a job before paying"
Calls: Process.enable → Setting.update
Needs: noun:supplier
Approval: none
Page: /workflows/guides/pay-suppliers-every-week.md

## Qualify leads and book demos (`qualify-leads-and-book-demos`, live, wakes, wakes on Lead.created)

Says: "Qualify leads and book demos" · "Answer every new lead within five minutes" · "Book a demo with anyone who fits" · "Which leads are worth a call" · "How many demos are booked this week"
Calls: Lead.qualify → Meeting.book
Needs: guide:take-a-payment
Approval: none
Page: /workflows/guides/qualify-leads-and-book-demos.md

## Remind me before the annual report is due (`remind-me-before-the-annual-report-is-due`, live, wakes, wakes on Company.incorporated)

Says: "Remind me before the annual report is due" · "File our annual report" · "Pay the Delaware franchise tax" · "Are we in good standing" · "What company filings are due this year"
Calls: Process.enable → Setting.update
Needs: noun:company
Approval: none
Page: /workflows/guides/remind-me-before-the-annual-report-is-due.md

## Retry the payments that failed (`retry-failed-payments`, live, wakes, wakes on Invoice.overdue)

Says: "Retry the payments that failed" · "A customer’s card was declined, charge it again" · "Chase the renewals that did not go through" · "Collect the overdue invoices on the dunning schedule" · "Why did this renewal fail"
Not for: "workflow failed" · "failed workflow"
Calls: Invoice.collect
Needs: verb:Startup.claim, guide:charge-monthly
Approval: mandate
Page: /systems/finance/retry-failed-payments.md

## Run payroll (`run-payroll`, beta, wakes, wakes on Agreement.signed)

Says: "Run payroll this Friday" · "Run payroll for the first half of November" · "Run an off-cycle payroll for Maya’s bonus" · "What will this payroll cost us?" · "Approve this payroll"
Calls: PayRun.prepare → PayRun.approve
Needs: capability:payroll, capability:tax-ids
Approval: ask
Page: /systems/people/run-payroll.md

## Sell outside the US (`sell-outside-the-us`, beta, wakes, wakes on Order.placed)

Says: "Sell in the UK" · "A customer in Germany wants to buy" · "Charge German customers in euros" · "Start selling in Canada"
Calls: Market.enter
Needs: verb:Startup.claim
Approval: ask
Page: /products/offers/sell-outside-the-us.md

## Set a budget (`set-a-budget`, beta, wakes, wakes on Order.paid)

Says: "Set a budget for marketing" · "Cap what we spend on software at $300 a month" · "Are we on budget?" · "Tell me when we go over budget" · "Plan next month’s spending"
Calls: Budget.create
Needs: verb:Startup.claim
Approval: none
Page: /systems/finance/set-a-budget.md

## Set up SSO for a customer (`set-up-sso-for-a-customer`, beta, wakes, wakes on Deal.advanced)

Says: "Set up SSO with Okta for Harbor Properties" · "Their IT team wants single sign-on through Okta" · "Set up SAML for a customer" · "Connect a customer’s identity provider" · "Turn on SSO for a customer" · "Single sign-on through Okta or Entra"
Calls: Tenant.requestSetup → SSOConnection.activate
Needs: guide:let-customers-sign-in
Approval: none
Page: /products/app/set-up-sso-for-a-customer.md

## Test a new way of answering customers (`test-new-support-instructions`, live, wakes, wakes on Conversation.created)

Says: "Test a different support prompt against the current one" · "Try offering the refund first on half the chats" · "Do shorter replies resolve more chats" · "Test other instructions for the support agent" · "Which way of answering customers works better"
Calls: Experiment.create → Experiment.start
Approval: none
Page: /agents/test-new-support-instructions.md

## Test two onboarding emails (`test-two-onboarding-emails`, live, wakes, wakes on Customer.created)

Says: "Test two onboarding emails" · "Which welcome email works better" · "Try a shorter welcome email on half the signups" · "Did the onboarding test win" · "Send two welcome emails and keep the better one"
Calls: Experiment.create → Experiment.start
Needs: process:onboarding
Approval: none
Page: /workflows/guides/test-two-onboarding-emails.md

## Welcome every new customer (`welcome-every-new-customer`, live, wakes, wakes on Customer.created)

Says: "Welcome every new customer" · "Do the onboarding setup for every new customer" · "Who has not activated yet" · "Help new customers reach first value" · "Rescue customers stuck in their first week" · "Send every new signup a welcome email"
Calls: Process.enable → Setting.update
Needs: noun:customer
Approval: none
Page: /workflows/guides/welcome-every-new-customer.md

## Add a role to the team (`add-a-role`, live, reference)

Says: "Add a maintenance coordinator to the team" · "I need someone to book repair vendors" · "Create a new role for leasing" · "Create a seat the chart does not have" · "Make a custom role for repair bookings"
Calls: Role.create → Role.staff
Approval: none
Page: /agents/add-a-role.md

## Add a team (`add-a-team`, live, reference)

Says: "Add a team" · "Start a field team for property inspections" · "Create a new department" · "Give inspections their own team and lead" · "Make a team for work no department owns"
Not for: "add a role to the team" · "invite a person to the team"
Calls: Team.create → Role.create → Role.staff
Approval: none
Page: /agents/add-a-team.md

## Buy a specialist agent for a seat (`buy-a-specialist-agent-for-a-seat`, live, reference)

Says: "Buy a support agent trained on property management" · "Find a specialist agent for the Customer Lead seat" · "Replace the default support agent with a specialist" · "Is there an agent built for this seat" · "Swap in a specialist agent another business sells"
Calls: Offer.subscribe → Role.staff
Needs: verb:Startup.claim
Approval: none
Page: /agents/buy-a-specialist-agent-for-a-seat.md

## Cancel a customer’s subscription (`cancel-a-subscription`, live, reference)

Says: "Cancel a customer’s subscription" · "Cancel Riverside’s plan" · "Stop billing this customer" · "End their subscription at the end of the month" · "Unsubscribe this customer"
Calls: Subscription.unsubscribe
Needs: guide:charge-monthly, verb:Startup.claim
Approval: none
Page: /products/offers/cancel-a-subscription.md

## Change what a role does (`change-what-a-role-does`, live, reference)

Says: "Have the billing agent call anyone whose payment fails twice" · "Give the billing seat one more duty" · "Change what the Billing Specialist does" · "The support agent should also send the renewal survey" · "Remove cold calling from the Sales Lead duties"
Calls: Role.update
Approval: none
Page: /agents/change-what-a-role-does.md

## Check what a customer can do (`check-what-a-customer-can-do`, live, reference)

Says: "Can Riverside Property export right now" · "How many exports does this customer have left today" · "Check this customer’s plan before the call"
Calls: Entitlement.check
Needs: guide:lock-a-feature-to-a-plan
Approval: none
Page: /products/offers/check-what-a-customer-can-do.md

## Choose the models agents use (`choose-the-models-agents-use`, live, reference)

Says: "Choose the models agents use" · "Use a stronger model for reviews" · "Switch drafting to a faster model" · "Which model writes the replies" · "Set a fallback model for when one fails"
Calls: Policy.update
Approval: none
Page: /agents/choose-the-models-agents-use.md

## Export my customers to CSV (`export-my-data`, live, reference)

Says: "Export all my customers to CSV" · "Download my customer list as a spreadsheet" · "Give me a CSV of every customer" · "Export my customers every week" · "Send me my customer data as a file"
Calls: Collection.export
Needs: noun:customer
Approval: none
Page: /systems/data-and-insights/export-my-data.md

## Fix my domain (`fix-my-domain`, live, reference)

Says: "My domain is not working" · "Why does leaseline.com not load" · "Check my DNS" · "The certificate on my site is broken" · "My site shows an SSL error" · "Fix my domain"
Calls: Domain.verify
Needs: guide:connect-my-domain
Approval: none
Page: /products/site/domains/fix-my-domain.md

## Form my company (`form-my-company`, beta, reference)

Says: "Form my company" · "Incorporate Leaseline in Delaware" · "Make Leaseline a real company" · "Set up a corporation for the business" · "Form an LLC for Leaseline"
Calls: Company.incorporate
Needs: noun:startup
Approval: ask
Page: /systems/legal-and-corporate/form-my-company.md

## Get a phone number (`get-a-phone-number`, beta, reference)

Says: "Get a phone number for the business" · "Get me a local number in the 512 area code" · "Set up a line customers can call and text" · "Give the support agent a phone number"
Calls: Channel.create
Needs: noun:startup
Approval: none
Page: /systems/communications/get-a-phone-number.md

## Let the contracts agent sign NDAs (`let-an-agent-sign-ndas`, live, reference)

Says: "Let the contracts agent sign NDAs for me" · "Sign mutual NDAs without asking me" · "Our contracts manager can sign standard NDAs" · "Ask me before any contract over $10,000"
Calls: Mandate.authorize
Needs: noun:agreement
Approval: ask
Page: /agents/let-an-agent-sign-ndas.md

## License my data (`license-my-data`, beta, reference)

Says: "License the full renewal dataset for $12,000 a year" · "Let a buyer resell our records" · "Sell a redistribution license" · "Sell the whole dataset with attribution"
Calls: Offer.create → Offer.publish
Needs: guide:sell-my-data, verb:Startup.claim
Approval: ask
Page: /products/data/license-my-data.md

## Move money between accounts (`move-money`, beta, reference)

Says: "Move $5,000 to the card balance" · "Keep two weeks of card spend in the card balance" · "Sweep everything over $20,000 to reserve every Friday" · "Move money from reserve to operating"
Not for: "Pay out to my bank"
Calls: Account.sweep
Needs: verb:Startup.claim, guide:open-a-bank-account
Approval: none
Page: /systems/finance/move-money.md

## Open a bank account (`open-a-bank-account`, beta, reference)

Says: "Open a bank account for the business" · "Give Leaseline an account to hold the money" · "Set up an operating account and a reserve account" · "Where does our money go" · "Claim the startup and verify who we are"
Calls: Startup.claim
Needs: noun:startup
Approval: none; leaves the chat for stripe-onboarding
Page: /systems/finance/open-a-bank-account.md

## Pay out to my bank (`pay-out-to-my-bank`, beta, reference)

Says: "Send everything available to the bank now" · "Pay out to my bank" · "Move my Stripe balance to the bank" · "Pay me out weekly instead of daily" · "Get the money into my bank today"
Calls: Account.payout
Needs: verb:Startup.claim
Approval: ask
Page: /systems/finance/pay-out-to-my-bank.md

## Promise uptime on a plan (`promise-uptime`, live, reference)

Says: "Promise 99.9% uptime on Scale" · "Add an SLA to the Scale plan" · "Credit customers when the API is down" · "Offer an uptime commitment to bigger customers"
Calls: Offer.update
Needs: guide:ship-an-api, verb:Startup.claim
Approval: none
Page: /products/api/promise-uptime.md

## Raise my price (`raise-my-price`, live, reference)

Says: "Raise Pro to $39 for new customers" · "Change my price" · "Put the price up but keep current customers where they are" · "Charge new signups more"
Calls: Offer.create → Offer.publish → Offer.withdraw
Needs: guide:charge-monthly, verb:Startup.claim
Approval: ask
Page: /products/offers/raise-my-price.md

## Refund a customer (`refund-a-customer`, live, reference)

Says: "Refund a customer" · "Refund this order" · "Give Harbor their money back" · "Refund half of what they paid" · "Send back the $49 they paid for the setup" · "Refund the customer who emailed me"
Calls: Order.refund
Needs: guide:take-a-payment
Approval: mandate
Page: /systems/finance/refund-a-customer.md

## Remove a teammate (`remove-a-teammate`, live, reference)

Says: "Remove a teammate" · "Sam left, turn off their access" · "Take my contractor off the business" · "Revoke a teammate’s access" · "Offboard someone who left"
Calls: Role.vacate → Worker.delete
Needs: guide:give-a-teammate-access
Approval: none
Page: /agents/remove-a-teammate.md

## Replace a leaked key (`replace-a-leaked-key`, live, reference)

Says: "A customer posted their API key in public, replace it" · "Roll a leaked key" · "Kill that key and give them a new one" · "Revoke the key that leaked" · "Our API key leaked on GitHub"
Calls: APIKey.roll
Needs: guide:ship-an-api
Approval: none
Page: /products/api/replace-a-leaked-key.md

## Sell on AWS Marketplace (`sell-on-aws-marketplace`, beta, reference)

Says: "List renewal dates on AWS Marketplace" · "Sell through AWS Marketplace" · "Let buyers put us on their cloud bill" · "List us in the cloud marketplaces"
Not for: "buyers and sellers"
Calls: Integration.connect → Integration.sync
Needs: guide:ship-an-api
Approval: ask; leaves the chat for oauth
Page: /products/offers/sell-on-aws-marketplace.md

## Send an invoice (`send-an-invoice`, live, reference)

Says: "Send a customer a $29 invoice, due in 30 days" · "Bill Harbor Properties for this month’s setup work" · "Send the invoice and chase it if they pay late" · "Bill this client for the setup work"
Calls: Invoice.create → Invoice.bill
Needs: verb:Startup.claim, noun:customer
Approval: ask
Page: /systems/finance/send-an-invoice.md

## Turn a process on or off (`turn-a-process-on-or-off`, live, reference)

Says: "Turn on the Monday Role review" · "Which processes are running" · "Pause the weekly Role review until we launch" · "Send the Role review on Friday afternoons" · "Turn a process on"
Calls: Process.enable → Setting.update
Needs: noun:startup
Approval: none
Page: /workflows/guides/turn-a-process-on-or-off.md

## Wind down my startup (`wind-down-my-startup`, beta, reference)

Says: "Wind down Leaseline" · "Shut down my startup" · "Close the business" · "Stop everything, I am done with this one" · "Dissolve the company" · "Close the company down"
Not for: "pause one agent" · "cancel a customer subscription"
Calls: Startup.pause → Company.dissolve
Needs: noun:startup
Approval: ask
Page: /business/wind-down-my-startup.md

# Systems

What a founder says to reach each System, when no guide fits.

- Sites (`system:sites`, live): "Put up a landing page" · "Change the headline on the home page" · "Roll back the last change to the site" · "Add a pricing page". Page: /products/site/sites.md
- Data editor (`system:data-editor`, beta): "Show me every customer in a table" · "Import these contacts from a spreadsheet" · "Export all orders to CSV". Page: /code/systems/data-editor.md
- Customer access (`system:customer-access`, live): "Let a customer invite their team" · "Turn on SSO for this customer" · "Give their IT admin a setup link" · "Remove this person’s access". Page: /systems/customer-access.md
- Goals (`system:goals`, beta): "Set a goal of 10 paying customers by June" · "Are we on track for this quarter?" · "Why did we decide to drop the free plan?". Page: /business/goals.md
- Discovery (`system:discovery`, live): "What are people asking for?" · "Log this customer interview" · "Who is my ideal customer?" · "What problems came up most?". Page: /business/discovery.md
- CRM (`system:crm`, live): "Who are my best leads?" · "Add this person as a lead" · "Move the Harbor deal to proposal" · "Merge these two contacts" · "Which deals are stuck?". Page: /systems/crm.md
- Prospecting (`system:prospecting`, beta): "Find 200 property managers in Ohio" · "How many companies fit my ICP?" · "Find a warm intro to this company" · "Verify these emails before we send". Page: /systems/prospecting.md
- Quotes (`system:quotes`, beta): "Send this customer a quote" · "Quote them the annual plan with a 10% discount" · "Which quotes are about to expire?" · "Turn the signed quote into an order". Page: /systems/quotes.md
- Billing (`system:billing`, live): "Charge customers monthly" · "Send this customer an invoice" · "Retry the payments that failed" · "Refund this order" · "Show me who is past due". Page: /systems/billing.md
- Commerce (`system:commerce`, beta): "Sell physical products" · "Ship this order" · "Which orders still need to ship?". Page: /systems/commerce.md
- Waitlists (`system:waitlists`, live): "Start a waitlist for the launch" · "Let the next 50 people in" · "Who referred the most people?" · "How long is the waitlist?". Page: /systems/waitlists.md
- Referrals (`system:referrals`, beta): "Pay partners 20% of what they bring in" · "Who sent us customers this month?" · "Pay the commissions that are due" · "Give this customer a referral link". Page: /systems/referrals.md
- Product analytics (`system:product-analytics`, live): "Where do visitors drop off?" · "How many people signed up this week?" · "Do users come back after the first week?" · "Watch a recording of this session". Page: /systems/product-analytics.md
- Experiments (`system:experiments`, beta): "Test a $39 price against $29" · "Try a new headline on half the visitors" · "Which version won?" · "Stop the test". Page: /systems/experiments.md
- CMS (`system:cms`, live): "Publish this post on the blog" · "Draft a post from these notes" · "Schedule the post for Monday at 9" · "Update the pricing page copy". Page: /systems/cms.md
- Forms (`system:forms`, live): "Add a contact form to the site" · "Ask every signup what they do" · "Send form answers to the CRM" · "Add a question to the signup form". Page: /systems/forms.md
- Sequences (`system:sequences`, beta): "Email every new signup a welcome series" · "Send the launch announcement to everyone" · "Follow up with leads who went quiet" · "Stop emailing anyone who unsubscribed". Page: /systems/sequences.md
- Ads (`system:ads`, beta): "Spend $200 on ads this week" · "Show ads to people who visited pricing" · "Which ad brought in customers?" · "Pause the ads that are not converting". Page: /systems/ads.md
- Social (`system:social`, beta): "Post this on LinkedIn and X" · "Plan next week’s posts" · "Take that post down" · "Connect our LinkedIn page". Page: /systems/social.md
- SEO (`system:seo`, beta): "What should we rank for?" · "Where do we rank for property management software?" · "Does ChatGPT mention us?" · "How do we compare with our competitors?". Page: /systems/seo.md
- Webinars (`system:webinars`, beta): "Host a webinar next Thursday" · "Invite our customers to the meetup" · "Who registered but did not show up?" · "Follow up with everyone who attended". Page: /systems/webinars.md
- Reviews (`system:reviews`, beta): "Ask happy customers for a review" · "Show reviews on the pricing page" · "Hide this review until we check it". Page: /systems/reviews.md
- Support (`system:support`, live): "Answer my customers within an hour" · "Hand this conversation to me" · "What are customers asking about most?" · "Turn this complaint into a bug". Page: /systems/support.md
- Knowledge base (`system:knowledge-base`, beta): "Write a help article on resetting a password" · "Publish the help center" · "Which questions have no article?". Page: /systems/knowledge-base.md
- Surveys (`system:surveys`, live): "Ask customers how disappointed they would be without us" · "Send an NPS survey" · "What did people say in the last survey?". Page: /systems/surveys.md
- Success (`system:success`, beta): "Which customers might cancel?" · "Who renews this month?" · "Save this customer before they cancel" · "Get new customers to their first win". Page: /systems/success.md
- Scheduling (`system:scheduling`, beta): "Book a call with this lead" · "Send them my booking link" · "Move tomorrow’s call to Friday" · "What did we agree on the last call?". Page: /systems/scheduling.md
- Projects (`system:projects`, beta): "What is the team working on this week?" · "File this bug" · "Plan the next two weeks of work". Page: /code/systems/projects.md
- Product planning (`system:product-planning`, beta): "What should we build next?" · "Which feature requests come up most?" · "Show the public roadmap". Page: /code/systems/product-planning.md
- Changelog (`system:changelog`, live): "Publish what shipped this week" · "Write release notes for this version" · "Email customers about the new feature". Page: /code/systems/changelog.md
- Repositories (`system:repositories`, live): "Ship my changes" · "Undo the last deploy" · "Review this change before it merges". Page: /code/systems/repositories.md
- Flags (`system:flags`, beta): "Turn this feature on for 10% of users" · "Turn the new checkout off now" · "Give beta customers the new editor". Page: /systems/flags.md
- Monitoring (`system:monitoring`, beta): "Is the site up?" · "Page me when checkout breaks" · "Which release broke this?". Page: /code/systems/monitoring.md
- Evals (`system:evals`, beta): "How good are the support agent’s answers?" · "Grade this agent’s last 50 replies" · "Block changes that make answers worse". Page: /agents/evals-system.md
- Mailboxes (`system:mailboxes`, beta): "Give me dana@leaseline.app" · "Set up support@ for the business" · "Why are my emails going to spam?" · "Give the sales agent its own inbox". Page: /systems/mailboxes.md
- Discussions (`system:discussions`, beta): "Send approvals to our Slack" · "Post agent updates in a channel" · "Let me approve from my phone". Page: /agents/discussions.md
- Notices (`system:notices`, beta): "Text customers when their order ships" · "Send me a daily digest instead of every alert" · "Do not notify anyone at night" · "Let customers choose how we reach them". Page: /systems/notices.md
- Phone (`system:phone`, beta): "Get a phone number for support" · "Get me a local number in Austin" · "Have an agent answer the phone" · "Text this customer that we are on the way" · "Forward calls to my cell after hours". Page: /systems/phone.md
- Status pages (`system:status-pages`, beta): "Put up a status page" · "Tell customers the API is down" · "Mark the incident resolved". Page: /systems/status-pages.md
- Reports (`system:reports`, live): "Show me my numbers" · "Send me a weekly report every Monday" · "Export this to a spreadsheet". Page: /systems/reports.md
- Files (`system:files`, live): "Store this contract" · "Share this file with the customer" · "Find the latest version of the deck". Page: /code/systems/files.md
- Documents (`system:documents`, beta): "Make an investor update from this month’s numbers" · "Turn this into a PDF" · "Generate a proposal from the quote". Page: /code/systems/documents.md
- Trust and safety (`system:trust-safety`, beta): "Block fraudulent orders" · "Review the orders on hold" · "Check this account against sanctions lists" · "Fight this chargeback". Page: /systems/trust-safety.md
- Media production (`system:media`, beta): "Make a product demo video" · "Generate images for this post" · "Turn the launch post into a short video". Page: /systems/media.md
- Ledger (`system:ledger`, beta): "Close the books for last month" · "Categorize these transactions" · "Show me the profit and loss" · "Are we on budget?". Page: /systems/ledger.md
- Spend management (`system:spend`, beta): "Pay this bill" · "Issue a card with a monthly limit" · "Approve the bills waiting on me" · "What did we spend on software this month?". Page: /systems/spend.md
- Treasury (`system:treasury`, beta): "How much cash do we have?" · "Show this month’s transactions" · "Forecast our cash for the next quarter". Page: /systems/treasury.md
- Tax (`system:tax`, beta): "Handle sales tax" · "Register for sales tax in a new state" · "Mark this customer tax-exempt". Page: /systems/tax.md
- Equity (`system:equity`, beta): "Show me the cap table" · "Grant this hire 10,000 options over four years" · "Convert the SAFEs" · "Who owns what after this round?". Page: /systems/equity.md
- Agreements (`system:agreements`, beta): "Send the customer contract for signature" · "Draft an NDA for this partner" · "Who still has not signed?" · "End the agreement with this supplier". Page: /systems/agreements.md
- Privacy (`system:privacy`, beta): "Delete everything we hold about this person" · "What data do we keep on this customer?" · "Add a cookie banner" · "Stop using this person’s data for marketing". Page: /systems/privacy.md
- Compliance (`system:compliance`, beta): "Show me our SOC 2 status" · "Answer this security questionnaire" · "What risks are open?" · "Publish a trust page". Page: /systems/compliance.md
- Intellectual property (`system:intellectual-property`, beta): "Register my trademark" · "Is this name already taken?" · "When do our domains renew?" · "Claim our handle on Instagram". Page: /systems/intellectual-property.md
- Corporate records (`system:corporate-records`, beta): "Record the board’s approval" · "Is the company in good standing?" · "File the annual report" · "Incorporate the company in Delaware" · "Close the company down". Page: /systems/corporate-records.md
- Workforce (`system:workforce`, live): "Who fills each role?" · "Add Maya to the support team" · "Offboard this contractor today" · "What skills is the team missing?". Page: /systems/workforce.md
- Hiring (`system:hiring`, beta): "Hire a part-time bookkeeper" · "Post a job for a support lead" · "Screen these candidates" · "Make an offer to Sam". Page: /systems/hiring.md
- Pay runs (`system:payroll`, beta): "Run payroll this Friday" · "Pay our contractor for March" · "What does payroll cost each month?" · "Send the year-end tax forms". Page: /systems/payroll.md
- Work queue (`system:work-queue`, live): "What needs my approval?" · "Approve the refunds waiting on me" · "Give this task to the billing agent". Page: /agents/work-queue.md
- Supplier onboarding (`system:supplier-onboarding`, beta): "Onboard a new supplier" · "Run a background check on this supplier" · "Suspend this supplier" · "Which suppliers are still waiting on paperwork?". Page: /systems/supplier-onboarding.md
- Credentialing (`system:credentialing`, beta): "Check this nurse’s license" · "Whose license expires this month?" · "Who may sign off on this work?". Page: /systems/credentialing.md
- Dispatch (`system:dispatch`, beta): "Send each job to an available supplier" · "Who can take this shift?" · "Offer the job to someone else". Page: /systems/dispatch.md
- Earnings (`system:payouts`, beta): "Pay my suppliers" · "Hold this payout" · "Release the held payout" · "When do my suppliers get paid?". Page: /systems/payouts.md
- Datasets (`system:datasets`, beta): "Sell this data as an API" · "Refresh the dataset every night" · "Deliver the dataset to the buyer’s warehouse". Page: /systems/datasets.md
- Listings (`system:listings`, beta): "List every bookkeeper in Denver" · "Let businesses claim their profile" · "Charge for a featured listing" · "Verify this listed business". Page: /systems/listings.md
- Matchmaking (`system:matching`, beta): "Match this buyer with a supplier" · "Take a 15% cut of every sale" · "Settle this dispute between a buyer and a supplier". Page: /systems/matching.md
- Service delivery (`system:service-delivery`, beta): "Deliver this job to the contract" · "Which jobs are late?" · "Redo this delivery" · "Show the customer proof of each step". Page: /systems/service-delivery.md