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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
    • What is LeadLock AI?
    • Set up your first smart line
    • Connect storage with the R2 wizard
    • All in AI…
    • What is the AI Receptionist?
    • Using AI Line Profiles (Separate Business Lines)
    • 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 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
    • Teams, roles & permissions
    • Leads vs Contacts (and where Deals fit)
    • All in Dispatch…
    • Dispatch, mobile crews & customer notifications
    • Control Tower and Ops Brain explained
    • All in Technician…
    • Technician app field workflow
    • All in Payments…
    • What is the Operations Plan?
    • 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
    • Pipeline stages (service businesses)
    • All in Media…
    • Media Library, uploads, and storage limits
    • All in Automations…
    • 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
    • What Automations Do
    • How to Set Up Follow-Up Sequences
    • How to Stop Automation on Reply
    • All in Demos…
    • Live demos & snapshots
    • All in Privacy…
    • Acceptable use: calling & AI
    • Privacy, security, and trust
    • All in Terms…
    • Connecting Twilio (Phone + SMS)
    • Connecting Stripe (Billing)
    • Using Webhooks (Make / Zapier)
    • Connecting Your Website Chat Widget
    • How to Install the AI Voice Website Widget
    • Terms, acceptable use, and compliance
    • 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?
    • Troubleshooting: notifications, calls, usage & billing
    • Troubleshooting and bug reports

More

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Help Center/Getting Started

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.

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 →

What is LeadLock AI?

The short version: LeadLock captures demand, responds faster, and turns calls, texts, forms, jobs, and payments into one workflow.

Read guide →

Set up your first smart line

A practical first-phone-line checklist for AI receptionist, routing, and test calls.

Read guide →

Connect storage with the R2 wizard

Use the 1-click Cloudflare R2 storage wizard from Media Library to connect uploads in under a minute.

Read guide →

Quick actions

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

In this topic

  • CRM onboarding →
  • Lead capture →
  • Guided setup →

In this category

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

Need help?

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

Contact supportReport a bug

Quick actions

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

In this topic

  • CRM onboarding →
  • Lead capture →
  • Guided setup →

In this category

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

Need help?

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

Contact supportReport a bug

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