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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/Terms & Policies

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.

Read guide →

Connecting Stripe (Billing)

Keep subscription state aligned for feature gating.

Read guide →

Using Webhooks (Make / Zapier)

Push leads from thousands of tools into LeadLock with a signed POST.

Read guide →

Connecting Your Website Chat Widget

Embed AI chat that writes leads directly into the CRM.

Read guide →

How to Install the AI Voice Website Widget

Add your embed code, set allowed domains, and run a live microphone test.

Read guide →

Terms, acceptable use, and compliance

Plain-English policy guidance for AI, billing, messaging compliance, opt-in, and user responsibility.

Read guide →

Quick actions

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

In this topic

  • Terms →
  • Privacy →
  • Contact support →

In this category

  • Connecting Twilio (Phone + SMS)
  • Connecting Stripe (Billing)
  • Using Webhooks (Make / Zapier)
  • Connecting Your Website Chat Widget
  • How to Install the AI Voice Website Widget

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

  • Terms →
  • Privacy →
  • Contact support →

In this category

  • Connecting Twilio (Phone + SMS)
  • Connecting Stripe (Billing)
  • Using Webhooks (Make / Zapier)
  • Connecting Your Website Chat Widget
  • How to Install the AI Voice Website Widget

Need help?

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

Contact supportReport a bug

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