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Getting started
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Getting startedAccount setupBilling and walletAI employeesSites and funnelsInbox and follow-upContacts and pipelinesCalendar and booking
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Beginner5 min readCore workflow

Getting started with LeedAgent

LeedAgent gives agents and service businesses one place to run websites, lead capture, conversations, appointments, follow-up, and AI-assisted daily work.

01
Set up the business

Add company details, contact info, billing, and the workspace settings customers will see.

02
Connect the workflow

Prepare contacts, forms, calendar links, phone numbers, and the inbox before sending traffic.

03
Turn on AI carefully

Use AI employees for follow-up and operations while keeping approval control where it matters.

What LeedAgent does

LeedAgent helps you manage the operational side of getting and serving leads. It is built around a simple loop: publish pages, capture leads, keep the conversation moving, book appointments, and keep the pipeline clean.

It is not just a website builder or only a CRM. The useful part is that those pieces live together, so a lead captured from a form can become a contact, a conversation, a booked appointment, and a follow-up task without being copied between tools.

The basic workflow

Start with the pieces customers touch first:

  • A public website or funnel page.
  • A form that collects the right information.
  • A calendar or appointment path if people should book time.
  • A phone and messaging setup if you plan to communicate by SMS or calls.
  • A pipeline that shows where each lead is in the process.

Once those are in place, use the inbox and AI employees to keep work from sitting unanswered.

Set up your account

Complete the business profile before launching public pages. The company name, support email, phone number, domain, and billing status affect what customers see and what compliance reviewers may check later.

Do this before sending traffic

Make sure the public website, contact forms, phone number, privacy policy, terms, and opt-in language all match the same business. Mismatched names or domains can slow down Trust Center reviews.

Connect the core tools

The first workspace should usually include contacts, a pipeline, at least one public form, a booking page if appointments matter, and a phone number if calling or texting will be used.

Do not turn on broad automations until the lead capture path works by hand. Submit a test lead, check the contact, confirm the conversation record, and make sure the next step is obvious.

Keep approval control

AI employees are most useful when they prepare work, summarize context, draft replies, and point out next actions. Keep approval steps in place for anything sensitive, especially outbound messages, billing, compliance, or customer-facing changes.

What to do first

If the account is new, start here:

  • Fill out the business profile.
  • Add billing and a wallet balance if phone usage will be needed.
  • Create or connect a public website.
  • Create a lead form and submit a test request.
  • Buy or connect a phone number.
  • Prepare Trust Center items before SMS is used.
  • Review the launch checklist before sending real traffic.
Next step

Set up the account basics.

Complete the business profile, public contact details, billing state, and workspace settings before launch.

Open account setup
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