Prioritize identified website visitors

Add identified visitors to CRM context and read a daily ranked contact queue.

Use this ongoing play when RB2B website visits are provisioned as push-only source and visitors need CRM context before outreach. Do not use it for sending automatically, treating every visit as fit, or attempting to run push-only visitor source on demand.

Needs and produces

Needs provisioned RB2B website-visitor source and ICP context. Prerequisites: RB2B website visitor source provisioned for workspace, ICP context for company-fit scoring, and CRM record definition for promoted visitor records.

Produces visitor companies and people in CRM, company-fit scores, and daily ranked contact queue. Leading metric: qualified identified visitors worked from daily queue.

Ordered steps

1
Create visitor workspace data
Use tables.workbooks.create to create visitor-intent workbook. Use tables.worksheets.create to create identified visitor worksheet.
2
Attach visitor source
Use tables.table_sources.attach to attach provisioned RB2B website-visits push source. Do not run this push-only source.
3
Score and promote
Use tables.columns.add to add company-fit and daily-rank columns. Use tables.columns.run to score visitor companies for ICP fit under per-row credit cap. Use crm.records.promote to promote qualified visitor people and companies into CRM with visit context.
4
Read daily queue
Use tasks.tasks.list to read daily ranked visitor queue and choose next contacts manually.

Credits and controls

RB2B bills separately. Source attachment and daily queue are non-sending setup steps. Company-fit scoring and optional enrichment are priced under explicit cap.

Start

What is Dreamstate - Dreamstate runs GTM work in one workspace across the web app, Architect, CLI, MCP, and REST.
Quickstart - Connect through Architect, the CLI, or MCP, then ask Dreamstate for the outcome you want.

Guides

Your first session - Build a first workbook from workspace context and a sourcing plan.
Warm network first - Turn post engagement into a worksheet and a sequence.
Run a 50-lead outbound pilot - Build a worksheet, validate a sequence, and prepare a small outbound pilot.
Build a founder posting system - Create a social drafting and scheduling system from workspace context.
Turn replies into meetings - Use Inbox context and CRM records to draft follow-up work.
Run a visibility sprint - Measure visibility evidence and save useful findings in Context.
Speed to lead - Build a workflow that connects worksheet, sequence, and trigger work.
Weekly review - Review runs, sequence activity, worksheets, and credit activity every week.
Set up cold email infrastructure - Prepare a separate sending domain, two mailboxes, DNS readiness, and warm-up checks before outbound.
Migrate one Clay table - Import one Clay table, rebuild columns, review ten pilot rows, and compare per-row cost.
Prioritize identified website visitors - Add identified visitors to CRM context and read a daily ranked contact queue.
30-day GTM review - Review monthly spend, campaign results, failed-run causes, and one verdict per live motion.
Launch a client workspace - Set up client context, review three plays, and quote first paid step.
Clean up a worksheet - Use worksheet state and provenance to clean up working rows.
Keep the CRM clean - Maintain saved records and their relationships in the workspace.
Find out why something failed - Inspect workflow, worksheet, and sequence evidence to diagnose a failed run.

Surfaces

Web app and deep links - Use web links in results to open exact Dreamstate objects in the app.
Architect - Architect works in the app with packs, skills, and the same controls used by other surfaces.
CLI - Use the dreamstate CLI to authenticate, select workspaces, and discover capabilities.
CLI reference - Review Dreamstate CLI commands and their documented syntax.
MCP server - Connect an MCP client to Dreamstate and use the canonical controls.
MCP reference - Review the controls exposed by the Dreamstate MCP server.
Connect Claude - Connect Claude to Dreamstate MCP with a browser OAuth sign-in.
Connect Claude Code - Connect Claude Code to Dreamstate MCP from the terminal.
Connect ChatGPT - Connect ChatGPT to Dreamstate MCP through a custom connector.
Connect Codex - Connect Codex to Dreamstate MCP with config.toml and OAuth.
Connect Cursor - Connect Cursor to Dreamstate MCP as a remote MCP server.
Other MCP clients - Connect another MCP client to Dreamstate with OAuth or an API key header.
REST API - Use the REST API to search tools, read schemas, run tools, and inspect runs.
Agent clients - Choose a Dreamstate MCP connection guide for Claude, ChatGPT, Codex, Cursor, or another client.

Workspace

Workspaces, members and roles - A workspace defines membership, permissions, billing, and the data boundary for work.
API keys and scopes - Use workspace API keys with explicit scopes and workspace boundaries.
Agency workspaces - Use Agency to manage client workspace work.
Tags, comments and saved views - Use workspace tags, comments, and saved views to organize shared work.

Knowledge

Context - Context stores revisioned Markdown documents attributed to the member and client that wrote them.
Skills - Skills teach practice and do not grant authority or bind tools.
Notes, inspiration and bookmarks - Use research screens for notes, inspiration, and bookmarks.
AI visibility and analytics - Use AI visibility analytics to measure business content evidence.

Data

Workbooks and worksheets - A workbook contains worksheets, each with one row source, columns, and optional score.
Row sources - A worksheet uses one row source to provide its working rows.
Columns - Columns enrich and judge rows in a worksheet.
Cells and provenance - Cells hold row values and their available run provenance.
CRM records - CRM stores canonical records already saved in the workspace.

Execution

Modes - Mutating calls name a mode and the server does not default to live work.
Runs - Runs record execution work and can expose links to exact app objects.
Sequences and enrollment - Sequences separate drafting, validation, publishing, enrollment, starting, delivery, and replies.
Workflows and triggers - Workflows organize automation graphs with scheduled and event triggers.
Social posts and publishing - Social work covers drafts, schedules, publish actions, accounts, and performance analytics.
Inbox - Inbox handles messages and replies inside existing conversations.
Tasks - Tasks manage assigned work, due dates, delegation, and review state.

Providers

Packs - Packs route work by domain and explain what each domain owns.
The tool catalog - Search the tool catalog, read an exact schema, then run a capability.
Integrations - Integrations manages third-party connections and connection diagnostics.
Senders and mailboxes - Senders manages suppression, mailbox health, sender identities, and sender policy.
Data providers and costs - Data providers can require a connection or your own key before they can run.

Plays and templates

Plays - A play is an advisory order of steps toward one outcome.
Blueprints and the marketplace - A blueprint installs a workspace system and supports saved snapshots.
Reply playbooks - Reply playbooks provide Inbox guidance for scenarios and sequence rules.

Safety and cost

Credits and billing - Credits and billing are managed at the workspace boundary.
Spend caps and budgets - Paid work can use a quote and a maximum credits ceiling.
Sending safety - Sequence work keeps publishing, enrolling, starting, delivery, and replies separate.
Do not contact - Do not contact rules suppress future outbound messages across channels.
Owner actions - Owner actions use signed-in sessions, fresh approval, and idempotency keys for sensitive workspace changes.

API reference

Capability ids and naming - Capability ids identify catalog operations across the Dreamstate surfaces.
Envelope and errors - The canonical envelope communicates success and failure information.
Pagination - Pagination uses cursors to traverse collections.
Rate limits - Rate limits describe request limits for API use.
Idempotency - Idempotency keys make owner action requests safe to retry.
Webhooks - Webhooks deliver signed workspace event callbacks.
OpenAPI explorer - OpenAPI shows generated request and response schemas for Dreamstate operations.