Documentation
Everything you need to set up and run your Leadoro assistant.
Getting Started
Getting started with Leadoro
What Leadoro does, how it connects to your phone and what to expect after you switch it on.
First setup after registration
What to expect after you register: a short form, a guided tour, choosing a plan and getting your AI number.
Forwarding calls to Leadoro
How to forward your business number to your assistant without changing the number your customers know.
How Leadoro pricing works
What Leadoro costs, what is included, how the free trial, extra minutes, cancelling and refunds work.
When something doesn't work
The most common problems: the assistant doesn't pick up, SMS don't arrive, no appointment times are offered. Where to look and what to try.
Assistant setup
Setting up your assistant
How to switch the assistant on, when it should answer, how to write its instructions and set the opening greeting.
How to write good assistant instructions
What belongs in the assistant instructions, what is filled in automatically and what you shouldn't write there.
Advanced settings
Voice quality and voice choice: the collapsed section at the bottom of the Assistant page.
Capabilities
Calendar booking
How to let your assistant check availability and book appointments during a call.
Business knowledge
How to give your assistant accurate, business-specific answers by uploading your own documents.
Web search
How to let the assistant look things up on the internet, and allow only websites you trust.
Lead collection
What details the assistant collects from the caller and where they are stored.
SMS and e-mail after the call
How to set who Leadoro sends an SMS or e-mail to after a call, and what they say.
End call
How to let the assistant end the call itself once everything is sorted, so it doesn't hang on the line.
Using the dashboard
Home
An overview of what your assistant handled while you were away: statistics, recent calls and statuses.
Conversations
A complete overview of the calls your assistant handled: search, filters, a detail with transcript and recording.
Enquiries
Requests the assistant couldn't resolve straight away, recorded for you as a task to deal with.
Calendar setup
Services, resources and weekly availability: how to let the assistant book appointments based on your real capacity.
Test call
How to try your assistant on your phone through a QR code, what you need for it and what happens during a test.
Business settings
Business profile
The business details the assistant uses on every call: name, industry, address, website, owner phone and description.
Notifications
How you find out about calls: SMS and e-mail after every call.
Phone connection
Where to find your AI number and where to enter the numbers you forward calls from.
Working hours
When you are open: a from and to time for each day of the week, and how it differs from calendar availability.
Account and billing
Login details, team members, plan and payments, the guide, and deleting a project or account.
Team members
How to invite colleagues to your account, what roles they have and how to remove them.