How LeadLock AI Works

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

Overview

LeadLock AI is built around speed to lead: one place where inquiries arrive, get qualified, and move through your pipeline—with optional AI handling the first response so nothing sits unanswered.

The flow in plain terms

  1. 1

    A lead arrives (form, chat, SMS, voice, webhook, or manual entry).

  2. 2

    LeadLock creates or updates the lead and logs activity on a single timeline.

  3. 3

    AI (when enabled) can reply on chat or SMS, and your AI receptionist can answer or recover missed calls on supported plans.

  4. 4

    Automations can schedule follow-ups; many workflows pause when the lead replies so you do not over-message.

  5. 5

    You work the pipeline and inbox from the CRM—same data, every channel.

Tips

  • Start with one capture source and one AI agent so every new lead gets a fast first touch.
  • Use the Dashboard and follow-up queue as your daily starting point.