Sample workspace — the story tour runs across Inbox, Pipeline, Calendar, Automations, LedgerAI, and more. Try Run full demo in the header for autopilot, or click Next in the tour. Upgrade for your own data.
Workspace
Setup Guide
Guided checklist — mirrors onboarding in production. Nothing here touches your real stack.
Coach · Onboarding is a checklist, not a blank page — channels connect in order of revenue impact.
Next win: Dispatch boards + tech mobile — Assign round-robin crews
- ✓
Connect Twilio voice + SMS
AI receptionist live on main line
- ✓
Stripe + LedgerAI payouts
Deposits route to correct GL
- ✓
Embed chat + voice capture
Homepage widgets firing leads
- 4
Dispatch boards + tech mobile
Assign round-robin crews
- 5
Referral rewards program
Unlock Growth+ template
Don’t want to configure the demo by hand? In the real product, LeadLock can build a safe recommended setup in minutes — answer a few questions, review, and launch. See Do it for me in your live workspace.