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Overview

Guides

    • All in Getting…
    • How LeadLock AI Works
    • Getting Your First Lead
    • Complete Setup Guide (5 Steps)
    • Understanding AI in LeadLock
    • All in AI…
    • What is the AI Receptionist?
    • How Call Forwarding Works
    • How to Set Up Call Forwarding (Step-by-Step)
    • How AI Answers Calls and Captures Leads
    • How to Enable Missed Call Text-Back
    • How to Test Your AI Receptionist
    • How AI Booking Works
    • What is the AI Voice Website Agent?
    • Voice Widget Fallbacks: Mic, Text, and Speaker Controls
    • How Calling Works
    • How AI Receptionist Works
    • All in SMS…
    • How AI SMS Works
    • SMS consent, blocking, and opt-out (STOP / HELP)
    • How to Enable SMS Automation
    • How Missed Call Text-Back Works
    • How to Customize SMS Replies
    • All in CRM…
    • Workspace layout: panels, focus, and saved layout
    • How Leads Are Created
    • Understanding the Lead Timeline
    • How AI Summarizes Leads
    • How to Manage Your Pipeline
    • How Voice Widget Transcripts Sync to CRM
    • How Leads Turn Into Customers
    • Forms & Lead Capture
    • Leads vs Contacts (and where Deals fit)
    • All in Automations…
    • What Automations Do
    • How to Set Up Follow-Up Sequences
    • How to Stop Automation on Reply
    • All in Integrations…
    • Connecting Twilio (Phone + SMS)
    • Connecting Stripe (Billing)
    • Using Webhooks (Make / Zapier)
    • Connecting Your Website Chat Widget
    • How to Install the AI Voice Website Widget
    • All in Billing…
    • How AI Voice Usage Affects Billing
    • Understanding Plans and Features
    • What Each Plan Includes
    • How to Upgrade
    • What Happens When You Hit Limits
    • How Billing Works
    • How Credits Work
    • Call minutes vs Credits
    • All in Quotes,…
    • Pipeline stages (service businesses)
    • All in Security…
    • Acceptable use: calling & AI
    • All in Troubleshooting…
    • Troubleshooting: AI Voice Website Widget Not Responding
    • Why is my AI not responding?
    • Why are calls not being answered?
    • Why am I not receiving SMS?
    • How to fix integration issues
    • Why was my call blocked?

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Help Center/Getting Started

Getting Started

How LeadLock works, your first Lead, Pipeline basics, and a fast path to going live.

How LeadLock AI Works

LeadLock captures leads from your site, SMS, and integrations, responds with AI, and keeps every touch in one CRM timeline.

Read guide →

Getting Your First Lead

Three fast ways to see a lead appear in your CRM: manual add, hosted form, or webhook.

Read guide →

Complete Setup Guide (5 Steps)

A practical checklist from workspace to first automated follow-up.

Read guide →

Understanding AI in LeadLock

Where AI helps—without replacing your judgment on deals.

Read guide →

Quick actions

  • CRM settings →
  • AI Receptionist →
  • Integrations →
  • Lead capture →

In this topic

  • CRM onboarding →
  • Lead capture →

In this category

  • How LeadLock AI Works
  • Getting Your First Lead
  • Complete Setup Guide (5 Steps)
  • Understanding AI in LeadLock

Need help?

Our team can help with setup, billing, and technical issues.

Contact support

Quick actions

  • CRM settings →
  • AI Receptionist →
  • Integrations →
  • Lead capture →

In this topic

  • CRM onboarding →
  • Lead capture →

In this category

  • How LeadLock AI Works
  • Getting Your First Lead
  • Complete Setup Guide (5 Steps)
  • Understanding AI in LeadLock

Need help?

Our team can help with setup, billing, and technical issues.

Contact support

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