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Getting started with Leadoro

What Leadoro does, how it connects to your phone and what to expect after you switch it on.

Leadoro is a phone assistant that answers your business calls when you can't: while you're with a customer, driving, or after hours. It talks to the caller, understands what they need, and turns the call into a clear record you can act on right away. You never miss an important call again.

What happens when a call comes in

When a call reaches your assistant, it has a natural conversation with the caller. Depending on what you've switched on, it can check your calendar for free times, answer questions using information about your business, and collect the details you need for the next step.

After the call, Leadoro writes a short summary: what the caller wanted, what was agreed, and whether you need to do anything. You find it in Conversations, and depending on your settings it also reaches you by SMS or e-mail.

Three things to set up

  1. Go through the first setup. After you register you fill in a few details about your business and a short guide walks you through the app. See First setup after registration.
  2. Forward your phone number. Customers keep calling the same number as before. You just have calls forwarded to your AI number. Steps for your carrier are in Call forwarding.
  3. Fine-tune your assistant. Tell it how to speak and what matters in your business (see Setting up your assistant), and switch on the capabilities you need: calendar, business knowledge, web search or SMS after the call.

Before you let the assistant talk to customers, you can try it yourself. See Test call.

What to expect after activation

Once the assistant is active, it answers calls according to the mode you chose (missed calls only, outside business hours, both, or always). Every handled call appears in your overview within moments with a summary, duration and status: New, Need action, Handled or Archived. At a glance you know what is waiting for you.

You can switch the assistant off at any time on the Assistant page and change any setting whenever you like. A change only affects the next calls; earlier calls stay as they were.

If anything doesn't work, see When something doesn't work.