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.
The dashboard
See your site stats, CRM numbers, work queue hints, and recent results, and choose which widgets you want.
The Today queue
Work your daily queue: overdue items, what is due, deals at risk, and leads that need follow-up.
Set up your account
Fill in your company profile, connect the business basics, and prepare the workspace for launch.
Work with the AI Desk
Describe what you want in plain language and the Desk builds and checks with your approval on anything that goes live.
Understand Ads Manager
Connect your Meta ad account, mirror campaigns and results, analyze performance, and plan changes as drafts that wait for your approval.
Meet Copywriter AI
Turn campaign goals, winning results, and offer details into ad copy, with every package checked by Compliance AI. In development.
Check ads with Compliance AI
Review ads, landing pages, forms, and messages against ad policies before you publish, with blockers, rewrites, and an approval gate.
Build creatives with Creative AI
Turn a brief into a creative package: ad angles, copy variants, image prompts, and a video storyboard, then generate images into your Media Library.
Meet Follow-up AI
A preview of the follow-up AI employee that drafts compliant, approval-first follow-up across your channels. In development.
Coordinate transactions
Upload a signed contract, review the AI draft checklist, and sync contacts, vendors, and a pipeline into your CRM.
Never miss a milestone
Turn milestone templates into computed deadlines, reminders, and a daily rhythm on plans that include timekeeping.
Understand your traffic
Track views, visitors, engagement, and conversions for everything you publish, and see your CRM numbers next to your traffic.
Test pages with A/B testing
Split visitors between your page and a variation, read the statistics, and apply the winning content with one click.
Set up Conversation AI
Profiles, prompts, rules, handoff, channels, and testing for the Lead Qualifier employee that talks with leads for you.
Connect AI assistants
Connect ChatGPT, Claude, Cursor, or any MCP-compatible client so your assistant can help with daily work.
Use sites and pages
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.
Build workflows that run themselves
Start from triggers like form fills and bookings, chain steps that message, wait, and update records, and let it run on its own.
Study competitor ads
Browse real competitor ads collected from Meta Ad Library, filtered by vertical, and study creative, copy, and landing destinations.
Manage your Google reviews
Connect your Google Business Profile, reply to reviews from one inbox, build review widgets, and prepare review requests.
Store your media
Keep the images and videos you use across sites, pages, and ads in one library, and copy a file link for reuse anywhere.
Manage agency clients
Invite client sub-accounts under your white-label agency portal, then suspend or reactivate their access anytime without losing their work.
Track your usage
See what you have used against your plan limits for sites, pages, storage, messaging, AI, and more, with warnings before you hit a wall.
Earn with referrals
Share your referral code and earn a free month of the Pro plan when a referred customer pays their first full month.
Invite your team
Invite coworkers with roles, manage plan seats, and choose how new leads are shared or rotated across your team.
Connect your integrations
Connect Meta, Google, lead-import webhooks, Sheets, conversion feedback, and Telegram from one screen.
Set up WhatsApp
Connect a WhatsApp Business number, manage quality and limits, see approved templates, and send test messages.
DNC Center
See who is blocked from contact, per channel, and clear blocks when a contact asks.
Customize CRM fields
Add custom fields, reorder the contact record, and hide what you never use.
Share consent forms
Send ACA and Medicare consent links and keep every signed consent on file.
Bring your own domain
Point your domain at LeedAgent with guided DNS, and white-label your workspace.
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.