Learn how to run LeedAgent.
These guides explain LeedAgent from the user side: account setup, AI employees, sites, follow-up, phone setup, compliance, billing, and launch readiness.
Getting started with LeedAgent
Learn the basic workflow, what to set up first, and how to keep AI work under your control.
Set up your account
Fill in your company profile, connect the business basics, and prepare the workspace for launch.
Understand AI employees
See how LeedAgent uses focused AI workers to help with lead follow-up, pipeline work, and daily operations.
Use sites and funnels
Create public pages, lead forms, appointment flows, and campaign landing pages in one workspace.
Use the inbox and follow-up
Manage conversations, follow-up reminders, and outbound messages without losing context.
Manage contacts and pipelines
Keep people, opportunities, notes, and next actions organized across your sales process.
Use calendar and booking
Publish booking links, manage appointments, and keep the calendar connected to your follow-up workflow.
Set up phone and Trust Center
Buy or connect phone numbers, prepare business verification, and understand what must be approved before messaging.
Prepare SMS consent and opt-in pages
Set up public opt-in language and consent flows that support A2P review without making SMS consent mandatory.
Understand billing and wallet
Learn how subscriptions, wallet top-ups, and usage charges fit together.
Fix common issues
Start here when billing, phone setup, forms, sites, or messaging flows are not behaving as expected.
Launch checklist
Review the practical items to complete before sending traffic, publishing pages, or turning on follow-up.