Help
Short guides for setting up and using LeadFlow. Each one names the screens and buttons as the app shows them.
Getting started
- Connect your WhatsApp numberLink the number your customers already message, so chats land in LeadFlow and the AI can answer.
- Teach the AI its first answers (FAQ and playbooks)Confirmed answers and step-by-step playbooks are the only things the AI will say to a customer.
- Invite your team and choose rolesAdd teammates by email, pick Admin, Agent or Viewer, and manage seats.
- What the AI did and whyOpen any AI action and read what happened, why, what it was based on, and how it ended — in plain words.
Leads and conversations
- Put a lead form on your websiteBuild a form in LeadFlow, publish it, and add it to your site as a page, a corner button or a pop-up.
- Import leads from a spreadsheetBring an existing list into LeadFlow from a CSV file, with duplicates skipped.
- Take over a chat from the AI, and hand it backStep into any WhatsApp conversation, reply as yourself, and let the AI continue when you are done.
Plans and billing
Your data
- Export or delete your dataDownload everything in one file at any time, or close your business on LeadFlow for good. Your data is yours.
- What Admins, Agents and Viewers can doThe three roles, what each one sees, and which actions are Admin-only.
- Webhooks: receive events in your own systemHave LeadFlow send each new lead, stage change or hand-off to your developer's endpoint or to Zapier, signed and retried.
- Keep your leads in Google SheetsOne spreadsheet in your Google Drive that LeadFlow keeps up to date — and only ever touches that file.
Still stuck? Message us and a person will answer.