What the AI does
- Ava (phone) answers calls to a business's LeadLock number, collects the caller's name, address and what they need, checks open times and books appointments, and can transfer the call or take a message.
- Website assistant answers questions in a chat window on the business's site and can capture a lead or start a booking. A voice mode is available where the business turns it on.
- Text replies can answer customer texts about inquiries, appointments and support.
- Nexus helps the business's staff inside the CRM: it answers questions about their workspace, summarizes activity, drafts messages and can carry out tasks.
These features use AI models from Anthropic and OpenAI, speech recognition and voices from Twilio, and natural voices from ElevenLabs. The Privacy Policy lists every provider.
Telling people it's AI
Callers and chat visitors are told they're dealing with an AI assistant.
Ava introduces itself as an AI assistant at the start of every call, and the website assistant is labeled as an AI assistant. If someone asks whether they are talking to a person, the AI answers truthfully. Callers can ask for a person at any time, and Ava will transfer the call or take a message based on the business's settings.
Businesses can change the wording of their greeting but cannot remove the AI and recording notice, and may not present the AI as a human.
Recording and transcription
Everything a caller says to Ava is converted to text so Ava can respond. The transcript and a summary are saved to the business's CRM. Voicemails are recorded after a spoken prompt and a beep, and then transcribed. Full-call audio recording happens only if the business turns it on where that feature is offered.
Florida, California, Illinois, Maryland, Massachusetts, Montana, New Hampshire, Pennsylvania, Washington and some other states require the consent of everyone on a call before it is recorded. That is why the notice plays at the start of each call. By staying on the line after the notice, the caller agrees to the recording and transcription. A caller who doesn't agree can hang up and contact the business another way.
Not for emergencies
If anyone is in danger, hang up and call 911.
Ava and the website assistant are not emergency services and can't send help. For a fire, gas smell, carbon monoxide alarm, flooding near electricity, or anyone in danger, call 911 or your utility's emergency line first. Ava may tell a caller to do this when it hears an emergency, but it may not always recognize one.
AI can be wrong
AI and speech recognition can:
- mishear names, numbers or addresses, especially on a bad line or with background noise;
- misunderstand a request or give an incomplete or wrong answer;
- miss a call or message during a carrier or provider outage; or
- write a summary that leaves something out.
Ava reads back addresses and key details, and sends a text confirmation where the customer has agreed to texts, so mistakes can be caught. Businesses should still review AI conversations, and nothing the AI says is legal, medical, financial or safety advice.
Prices, quotes and bookings
The AI only quotes prices and services the business has entered in LeadLock. Any price it gives is an estimate until the business confirms it in a written quote or invoice. An appointment booked by the AI is held in the business's calendar, and the business may confirm, reschedule or cancel it.
Customers should never give a card number to the AI by voice or text. To take a payment, LeadLock sends a secure Stripe payment link.
Nexus actions
Nexus can only do what the signed-in staff member is allowed to do. Each business chooses how independently Nexus works, from off, to suggestions only, to carrying out routine tasks. Even at the most independent setting, Nexus asks a person to approve anything that contacts a customer, moves or changes money, or deletes data. Every Nexus action is logged.
Texts from the AI
AI text replies follow the same consent rules as every other LeadLock text: they go only to people who have agreed to receive texts, and never to anyone who has opted out. Replying STOP, or asking to stop, ends them. See our SMS terms.
Calls LeadLock does not make
The FCC treats AI-generated voices as "artificial" voices under the Telephone Consumer Protection Act, which require the called person's prior consent. LeadLock does not place automated AI calls to consumers. Outbound calls in LeadLock are made by a business's staff, or are notifications to the business's own team.
What businesses are responsible for
A business using LeadLock's AI and voice features agrees to:
- keep the AI and recording notice in place, and follow the recording and consent laws where it and its callers are located;
- give the AI accurate services, prices, hours and policies, and keep them current;
- review AI conversations, bookings and summaries, and correct mistakes promptly;
- offer a way to reach a person, and handle emergencies and complaints itself;
- collect text consent properly and not use the AI to send marketing without marketing consent; and
- tell its staff about location tracking and other monitoring where its state requires notice.
LeadLock provides these tools "as is," and our liability for AI mistakes is limited as described in the Terms of Service.
Questions
Email support@leadlockai.ai. If you are a customer of a business that uses LeadLock, you can also contact that business directly.
