After you register you fill in a few details about your business, and a short guide walks you through the app. You enter your real information along the way, so when you finish, your assistant is ready to pick up the phone. You can change everything later.
1. Registration and e-mail confirmation
You enter an e-mail and a password. The password needs at least 8 characters, a lowercase letter, an uppercase letter and a number. Leadoro sends you an e-mail with a link to confirm your address.
The link works only once and expires after a while. If you see a message that it has already been used or has expired, click Send a new link.
2. Completing your profile
On the Complete your profile screen you fill in:
- Your name and phone. Call notifications by SMS will go to this phone.
- Company name and industry.
- Company website, or tick I don't have a website.
- The language you want to use the app in.
Then click Launch Leadoro.
3. Preparing the assistant from your website
If you entered a website, Leadoro prepares in the background, and saves right away, a first version of your assistant instructions, your business description and your opening greeting. It takes a moment and runs while you go through the guide. Then review the texts on the Assistant page and edit them to your liking, like any other text.
If you have no website, or the draft can't be created, the fields stay empty and the Assistant page offers a default text you can replace.
4. The guided tour
The guide takes you through all the main pages and explains what each one is for. In the key steps you set your real information. Only the calls, enquiries and bookings are samples, so you can see how the app looks in use. You go through, in turn:
- Home and a call detail on sample calls.
- Business profile and Working hours: your business details and when you are open.
- Assistant: switching it on, when it should answer, instructions, opening greeting and capabilities. In Business knowledge you can upload your first document, for example a price list. In Enquiries you turn the capability on and choose when an enquiry is created.
- Conversations and Enquiries on sample records.
- Services & Resources and Calendar: what customers can book and who provides it.
- Assistant again: SMS and e-mail after the call, advanced settings and voice.
- Test call, choosing a plan, AI number, Account and billing and help.
Near the end you try the assistant on your phone through a QR code (see Test call).
You can use Skip in the guide. It skips the explanations, but not choosing a plan and an AI number, which you need to finish. If you close the guide halfway, the app asks when you return whether you want to continue or start from the beginning.
5. Choosing a plan
In the last step you choose how to continue with Leadoro:
- Activate now. The subscription starts immediately and you get your AI number. You find the price and included minutes on the Pricing page.
- Start free for 7 days. The trial lasts 7 days or 100 minutes, whichever ends first. You can try the assistant on your phone, but without a real phone number. When you are ready, you activate the subscription and get your AI number.
- Book a meeting. If you are not sure Leadoro is right for you, we are happy to walk you through the app in a short meeting (about 30 minutes). We confirm the time by e-mail, usually within one business day. In the meantime you can continue with the setup.
6. Your AI number
The last step is choosing the country your AI number should be from: Czech Republic, United States or Different country. We recommend choosing the same country as the number you will forward calls from.
- After you pay, we assign your number within 24 hours and e-mail you instructions for forwarding your calls.
- During the trial you choose the country now and get the number after you pay.
- For other countries we assign the number manually and send you the details by e-mail. Until then you have full access to the app.
Until the number is assigned, the sidebar shows In progress next to AI Number.
What's next
Once you have your AI number, set up call forwarding on your phone. You can go through the guide again at any time from Account settings (at the bottom of the sidebar) with the Start the tour again button. When you repeat it, nothing changes; it all runs on sample data, and choosing a plan and the AI number is skipped.
Adding another project
Another branch, another number or another assistant? Click the business name at the top of the menu and add a new project. Each project has its own assistant, number and calendar; the minutes of all projects are counted together.
First you fill in a short form (project name, website, industry, phone and the assistant's language). Then you choose how Leadoro guides you:
- Full tour: for someone who has never used Leadoro, for example when a different person than the first one will manage the new project. You go through the whole app on sample data and then set up the project. Choosing a plan is skipped; the project is part of your plan.
- Quick tour: for someone who already knows how to use Leadoro and just wants to set up the new project quickly. You go through only the steps where something is set up.
- Skip the tour: the project opens right away and you set it up yourself.
In all three cases Leadoro prepares the assistant's instructions, the business description and the opening greeting from your website in the background (see step 3). If you close the tour halfway, a Continue setup link appears on the Home page and takes you back to where you stopped.
If something gets stuck
- The confirmation e-mail didn't arrive. Check your spam folder. If it isn't there, register again on the sign-in page or click Send a new link.
- The assistant instructions are empty or generic. The draft couldn't be prepared, or you didn't enter a website. Write the instructions yourself using How to write good instructions, or use Generate with AI.
- The number didn't arrive within 24 hours. Message us through Need help? in the sidebar. We try to reply within a few hours.
- The payment didn't go through. In the plan step you can try again, or start free.