What LeedAgent does
LeedAgent gives you one place to run the operational side of getting and serving leads. A lead fills in a form on your public site, becomes a contact, starts a conversation in your inbox, books time on your calendar, and moves through your pipeline.
The main dashboard areas are: dashboard, sites, websites, forms, calendar, inbox, leads/CRM, and AI employees.
The basic workflow
The product follows one loop:
- A public site with a lead form captures the lead.
- The lead becomes a contact.
- The conversation appears in your inbox.
- The contact books time on your calendar.
- You follow up and move the deal through the pipeline.
- AI assistance works on top of these steps and prepares work for your review.
Each step hands off to the next without copying data between tools.
Set up your account
Sign in at the LeedAgent app. There is no long signup form. First-run setup connects your Meta Business assets instead: when prompted, connect your Meta business or ad account, and WhatsApp if you use it. The connection is secure and takes a few prompts.
After connecting, finish setup in Settings. Your business details live in Settings, then Profile: business name, contact email, EIN or company registration number, company type, industry, regions of operation, website, and address. Fill these in early. They prefill compliance and Trust Center items later, so mismatches here slow down approvals there.
What to do first
Work through these steps in order:
Sign in to the LeedAgent app and connect your Meta Business assets when prompted.
Open Settings, then Profile, and confirm every business detail is correct.
Turn on billing and add wallet funds. See Billing and wallet.
Publish a public site with a lead form. See Sites and pages.
Watch it become a contact, an inbox conversation, and a next action.
Add a phone number and complete Trust Center approvals before any texting. See Phone and Trust Center.
Run through it before you send real traffic. See Launch checklist.
Full guides for every screen live in the sidebar of this site. Start with the Dashboard.
Keep approval control
AI work is opt-in and approval-first. LeedAgent has focused AI employees, such as lead qualifier, follow-up, copywriter, compliance, and creative, that prepare work for your review. You control what they may do. See AI employees.
You can also connect your own AI assistants, such as ChatGPT, Claude, or Cursor, to your workspace. See Connect AI assistants.
Submit real test leads and confirm each one becomes a contact, a conversation, and a next action before you automate anything. Automation built on a broken capture path just breaks faster.