Onboarding hub · Trust center · Demo companion
Learn LeadLock AI without digging through boring docs
Find the fastest path from setup to trust: AI Receptionist, CRM, dispatch, technician app, payments, storage, demos, privacy, policies, and troubleshooting. Plans & limits. Every demo guide clearly marks what is simulated and what is live.
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What is LeadLock AI?
New here? Start with the product map, then try a simulation.
AI Help Assistant
Ask about setup, demos, storage, payments, privacy, or operations.
What is LeadLock AI?
The short version: LeadLock captures demand, responds faster, and turns calls, texts, forms, jobs, and payments into one workflow.
Live demos & snapshots
A guide to the voice demo, full business journey, operations tracker, and what happens behind the scenes.
Privacy, security, and trust
What LeadLock collects, how calls/messages are processed, where storage fits, and how access is controlled.
Free-tier assistant responses are intentionally limited and kept on-topic to LeadLock help content.
Quick-start GIF
Connect a smart line, storage, and first lead in sequence.
Voice demo clip
Watch the orb move from call to booking to dispatch.
Ops snapshot
See radar-safe live map, route ETA, and tech status in context.
Getting Started
Start here: what LeadLock AI does, quick setup, smart lines, storage, and your first lead.
How LeadLock AI Works
LeadLock captures leads from your site, SMS, and integrations, responds with AI, and keeps every touch in one CRM timeline.
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Getting Your First Lead
Three fast ways to see a lead appear in your CRM: manual add, hosted form, or webhook.
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Complete Setup Guide (5 Steps)
A practical checklist from workspace to first automated follow-up.
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Understanding AI in LeadLock
Where AI helps—without replacing your judgment on deals.
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AI Receptionist & Voice
How AI answers calls, demo scripts, voice tiers, call flows, and Twilio basics.
What is the AI Receptionist?
An automated voice layer that answers or recovers calls so callers always reach a helpful experience.
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Using AI Line Profiles (Separate Business Lines)
Configure each workspace number independently so every line can run its own AI behavior, routing, and team workflow.
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How Call Forwarding Works
Forwarding sends unanswered or overflow calls to the number where LeadLock answers with AI.
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How to Set Up Call Forwarding (Step-by-Step)
Carrier-agnostic steps plus what to verify in LeadLock.
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CRM & Leads
Lead pipeline stages, AI scoring, inbox vs conversations, contact profiles, and deal tracking.
Workspace layout: panels, focus, and saved layout
Resize and collapse CRM sidebars, use focus mode for threads, expand sections on demand, and reset layout—preferences save in your browser.
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How Leads Are Created
Every channel funnels into the same deduplicated lead model.
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Understanding the Lead Timeline
Your audit trail of messages, AI notes, status changes, and follow-ups.
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How AI Summarizes Leads
Automatic summaries shorten long chats and voicemails into at-a-glance context.
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Dispatch & Operations
Control Tower, live map, tech tracking, routes, ETA, weather, traffic, and Ops Brain.
Dispatch, mobile crews & customer notifications
How Operations teams run the dispatch queue, assign technicians, capture job proof, and keep customers informed from booking through payment.
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Control Tower and Ops Brain explained
How the operations view, live map, routes, ETA, weather, traffic, and AI recommendations work together.
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Technician App
Clock in/out, GPS tracking, job updates, crew chat, proof uploads, and mobile safety.
Payments & Billing
Stripe setup, invoices, payment links, add-ons, usage, credits, and storage limits.
What is the Operations Plan?
Operations is LeadLock AI's premium plan for running calls, scheduling, dispatch, field updates, and payments in one workflow.
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How AI Voice Usage Affects Billing
Understand included voice usage, plan caps, and when add-ons apply.
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Understanding Plans and Features
Match plan tiers to how you capture and respond to leads.
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What Each Plan Includes
Heuristics: SMS → Growth; Voice AI → Pro—always confirm in-app for your account.
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Media & Storage
Uploads, plan limits, Cloudflare R2 connection wizard, and upload troubleshooting.
Automations & AI
AI autopilot, follow-ups, missed call recovery, SMS, recommendations, and safe automation rules.
How AI SMS Works
Inbound SMS becomes leads and threads; AI can draft or send replies within plan rules.
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SMS consent, blocking, and opt-out (STOP / HELP)
How LeadLock records consent, when outbound SMS is allowed, and how recipients opt out or get help.
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How to Enable SMS Automation
Wire campaigns or instant responses so SMS sends on triggers you define.
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How Missed Call Text-Back Works
Voice and SMS together: recover revenue from abandoned rings.
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Demos & Snapshots
Live demos, snapshots, voice walkthroughs, operations tracking, and behind-the-scenes simulation notes.
Privacy & Security
What data is collected, call/message processing, R2 storage, AI providers, encryption, roles, and trust controls.
Terms & Policies
Terms of Service, acceptable use, AI disclaimers, billing terms, refunds, and Twilio/A2P compliance.
Connecting Twilio (Phone + SMS)
Bring your business voice and messaging numbers into LeadLock.
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Connecting Stripe (Billing)
Keep subscription state aligned for feature gating.
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Using Webhooks (Make / Zapier)
Push leads from thousands of tools into LeadLock with a signed POST.
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Connecting Your Website Chat Widget
Embed AI chat that writes leads directly into the CRM.
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Troubleshooting & Bug Reports
Fix calls, chat, payments, storage, mobile issues, and send bug reports with page/browser context.
Troubleshooting: AI Voice Website Widget Not Responding
Quick checks for microphone input, transcript flow, AI replies, and playback.
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Why is my AI not responding?
Checklist for credits, agent status, and channel config.
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Why are calls not being answered?
Forwarding, Twilio status, and voice toggles.
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Why am I not receiving SMS?
Credentials, numbers, and compliance basics.
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Legacy topic library
Deep references for every area of the CRM.
CRM Overview
63 questions · detailed guide
Dashboard
62 questions · detailed guide
Leads
86 questions · detailed guide
Pipeline
69 questions · detailed guide
Contacts
64 questions · detailed guide
Tasks
66 questions · detailed guide
Automations
74 questions · detailed guide
AI Features
66 questions · detailed guide
Chat Widget
72 questions · detailed guide
SMS / Twilio
70 questions · detailed guide
Advanced automation (optional)
75 questions · detailed guide
Webhooks
76 questions · detailed guide
Website Lead Capture
72 questions · detailed guide
Appointment Booking
64 questions · detailed guide
Analytics
59 questions · detailed guide
Billing
58 questions · detailed guide
LedgerAI (Finance & Billing)
30 questions · detailed guide
Integrations
61 questions · detailed guide
Demo / Sandbox
56 questions · detailed guide
Troubleshooting
75 questions · detailed guide
Plans, limits & features
30 questions · detailed guide
Dispatch & field operations
14 questions · detailed guide
Advanced Users / Developers
71 questions · detailed guide
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