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Strategic scoring uses AI to evaluate leads on a 0-100 scale with configurable scoring categories and weights.

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How It Works

  1. Micro-prompts evaluate specific aspects of each lead
  2. Category scores are generated (0-100 each)
  3. Weighted average produces the final score
  4. Positioning ranks the lead against others (top 5%, 15%, etc.)

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Default Scoring Categories

CategoryWeightDescription
Project Fit25%Alignment with your target project types
Timing & Urgency25%Project timeline and decision urgency
Competitive Position25%Your competitive advantage
Relationship Potential25%Connection and relationship opportunities

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Score Response

interface StrategicScore {
  overallScore: number;      // 0-100
  positioning: string;       // "top 5%", "top 15%", etc.
  reasoning: string;         // AI explanation
  categories: {
    name: string;
    score: number;
    weight: number;
    reasoning: string;
  }[];
  model: string;             // AI model used
  generatedAt: number;
}

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Configuring Scoring

Customize scoring per organization: 
curl -X PUT "https://api.adaptengine.com/api/v1/scoring/config" \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "categories": [
      {
        "name": "Project Fit",
        "weight": 30,
        "prompt": "Evaluate how well this project matches our target criteria..."
      },
      {
        "name": "Budget Alignment",
        "weight": 25,
        "prompt": "Assess the project budget relative to our typical engagement..."
      }
    ],
    "model": "gpt-4.1",
    "modifiers": {
      "boosts": [
        { "condition": "healthStatus = 1", "amount": 5 }
      ],
      "deductions": [
        { "condition": "validationTier = 'unverified'", "amount": 10 }
      ]
    }
  }'

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Score Modifiers

Fine-tune scores with automatic adjustments:

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Boosts

Add points when conditions are met:
  • Health status is “Healthy”
  • Has verified contacts
  • Recent activity

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Deductions

Subtract points for concerns:
  • Unverified data
  • No recent updates
  • Missing key information

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Caps

Set maximum scores for certain conditions

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Zero-out

Set score to 0 for disqualifying factors

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Regenerating Scores

Trigger a fresh score calculation: 
curl -X POST "https://api.adaptengine.com/api/v1/leads/{leadId}/strategic-score/regenerate" \
  -H "Authorization: Bearer YOUR_TOKEN"

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Filtering by Score

Use minStrategicScore to filter leads: 
curl "https://api.adaptengine.com/api/v1/leads?filter[minStrategicScore]=70"

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API Endpoints

MethodEndpointDescription
GET/api/v1/leads/{leadId}/strategic-scoreGet current score
POST/api/v1/leads/{leadId}/strategic-score/regenerateRegenerate score
GET/api/v1/scoring/configGet scoring config
PUT/api/v1/scoring/configUpdate scoring config