Knowledge base
How can we help?
Guides for AI Receptionist, Softphone, phone lines & routing, Billing (minutes & credits), Pipeline & deals, Quotes, Automations, and security. Plans & limits
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.
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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
Phone + website voice agent, call forwarding, transcript handling, and testing.
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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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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How AI Answers Calls and Captures Leads
When someone calls and you do not answer, the call can forward to LeadLock; AI answers, captures the lead, and continues the conversation.
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SMS & Messaging
AI SMS, automation, missed-call recovery, and reply customization.
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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CRM & Leads
Leads, Contacts, Pipeline, Deals, AI Insights, and how work flows from capture to revenue.
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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Automations
Triggers, actions, and follow-ups — new Lead, missed call, quote sent, and more.
What Automations Do
Repeated playbooks that fire on CRM events—without you clicking each time.
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How to Set Up Follow-Up Sequences
Build a simple sequence with a delay and a human-friendly pause rule.
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How to Stop Automation on Reply
Prevent over-messaging once the lead engages.
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Integrations
Twilio, Stripe, webhooks, and your website chat + voice widget.
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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Billing & Credits
Included call minutes, Credits, overage, and how to buy more — transparent usage billing.
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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How to Upgrade
Use in-app billing for instant entitlement updates.
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Quotes, Pipeline & Follow-Up
Deals in the Pipeline, Quotes, and follow-up—how they connect for service businesses.
Security & Trust
Account safety, acceptable use for calling and AI, and where to read policies.
Troubleshooting
Fix common issues with AI, calls, SMS, and connected tools.
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
59 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
Make.com
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
72 questions · detailed guide
Plans, limits & features
30 questions · detailed guide
Advanced Users / Developers
71 questions · detailed guide
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