Find prospects. Start conversations. Follow through to bookings. Discover potential customers and referral partners or import existing leads, then review and activate outreach through configured channels.
In one sentence: you find or import prospects, review the audience and outreach, activate ready channels, and follow recorded replies through to bookings.
Why: this gives Lead Intel the basic facts about your offer. Your outreach, searches, leads, messages, bookings, and reports stay with this Business.
Business offer: “Bookkeeping for small shops.” Customer: “Independent shop owners in Nairobi.” This explains your business; it is not a search or a lead list.
Why: Outreach sets who you want to reach, what you want them to do, what to say, which channels to use, and whether sending is automatic.
The Business explains what you sell. Outreach is one specific effort, such as “September Nairobi salon outreach.” One Business can have several outreach plans.
Why: you can discover potential customers or referral partners, or start with leads your business already holds. The linked Outreach controls what happens after review.
It tells the search who you want to reach and why. Leads from that search go into the right Outreach without being sorted one by one.
Why: Lead Intel scores discovered results with AI and fixed checks so you can review the strongest matches first. Discovered and CSV-imported leads can include source details, available contact information, status, Outreach, and message history.
Select the Lead and assign it to a different Outreach for the same Business. A Lead can also remain unassigned until you decide how to contact it.
Why: Scheduled discovery and activated sending run without a daily checklist. Work Queue brings back replies, manual messages, reminders, and exceptions that need you.
No. It is mainly your human action list. When Outreach auto-send is enabled, eligible scheduled messages can go out automatically while replies and manual work return here for attention.
Why: Lead Intel can create personal email and SMS messages and use approved WhatsApp templates, then send eligible messages in the channel order and wait times you set.
Before sending, Lead Intel checks the Business, Outreach, Lead, channel, credits, rules, and sending time. Automation is optional and can be paused.
Why: enquiry and booking links give an interested Lead a clear next step. A lead-specific link keeps the recorded enquiry or confirmed meeting attributed to the Lead, Outreach, and Business.
No. Use it when a meeting is the next step. Outreach that asks people to visit a page or send information may use another link or no link.
Why: reports sum up what Lead Intel has recorded. The Funnel follows Leads from found to contacted, replied, booked, and converted.
Reports use activity recorded by Lead Intel and updates supplied by connected services. Check the Lead and Outreach Log before assuming an event did not happen.
Why: Settings keeps everything ready. It covers message connections, WhatsApp templates, sending hours, booking availability, team access, your plan, and credits.
Start with one channel you can manage well. Add more channels and automation only after the Business → Outreach → Search → Leads path works clearly.
A business holds the details about what you sell. Every lead, outreach, message, and report belongs to one business. You can have several businesses — for example if you run two companies or sell different services to different audiences. On desktop, use the business switcher in the top bar; on mobile, use the business switcher in the top header.
Where it fits: start here. The Business gives Outreach, searches, Leads, messages, bookings, and reports the basic facts about what you sell.
Be specific. “I help property managers fill empty units faster” gives better message drafts than “property software.”
Discovery jobs search supported sources for potential customers or referral partners. Choose sources such as TikTok, Google Maps, Instagram, Facebook, or LinkedIn, set the audience role, search details, limits, and an available schedule. Lead Intel can run the search repeatedly, reduce duplicates, score matches, and add them to your Leads list.
Where it fits: Outreach says who you want and why. The Discovery Job says where and how to search. Link them so new Leads enter the right plan.
Discovery is charged per run using the set charge for each selected source, not per lead found. CSV import is a separate way to add existing leads and is not a discovery run. Where available, the app shows an estimate before the run; use Usage to review the charge that was actually recorded. A charge or estimate does not guarantee that a source will return any leads. Discovery jobs can also use a supported schedule. Check the job status and recorded outcome rather than assuming every scheduled run will complete.
Lead Intel reduces duplicate records across searches for the same business. Review each lead and its source details before making contact, especially when information is incomplete.
The Leads page lists discovered prospects, manually added leads, and leads imported from CSV. Each lead gets a match score out of 100 using available details, fixed checks, and AI help. Use higher scores to decide who to review first, but always check the lead yourself.
Where it fits: Leads are your search results, not search settings. Review them before Outreach sends or queues messages.
Every lead has a status that tracks where they are in your funnel:
To import existing leads, choose Upload CSV, use the downloadable template, and review the rows and Outreach assignment before confirming. A valid email or international phone or WhatsApp number is required for each row. Open any lead to see its available details, message history, and activity.
Outreach is your contact plan: the leads to contact, the channels to use, and the message to send. The setup asks four questions:
Where it fits: create Outreach after the Business and before the search when you want new Leads to enter a contact plan automatically.
Configure and activate an automatic sequence when you want Lead Intel to handle eligible sends. Keep manual approval on when a message needs individual review:
Automatic outreach can use several channels in an order you choose. For example: WhatsApp on day 1 → SMS on day 2 → Email on day 5. You choose the order and the gap between each channel. Lead Intel uses the next channel only after the wait time you chose has passed.
A reply that Lead Intel can safely link to the lead can stop the remaining messages in that sequence and ask a person to take over. It does not imply that every reply blocks every future Outreach.
The relevant Business settings sections control the guardrails used by automatic sending:
Automatic sending is optional. Leave it off if you want to review and send every message yourself from Work Queue.
Once Outreach is active, its detail page shows recorded messages, replies linked to leads, sales results, and automatic sends that were stopped, when that information is available.
Optional WhatsApp reminders can run after an eligible lead has been contacted through WhatsApp in the same Outreach. This includes eligible imported leads and ordinary Outreach leads, not just leads from a search. They need workspace permission, business approval, an approved reminder template, enough credits, the right timing, and a ready WhatsApp connection.
Open Business settings, select the business, open WhatsApp, and choose an approved message for First reminder. You also control:
When Lead Intel recognises an opt-out reply such as "stop", "unsubscribe", "not interested", "leave me alone", or "remove me", automated outreach for that lead is stopped and the lead can be marked Not Interested. Review the recorded event in the lead timeline.
When enabled, AI can assist with a WhatsApp reply while the conversation is inside the permitted service window. The channel must be ready, the workspace must have credits, and the lead must not be stopped or handed to a human.
AI auto-reply is WhatsApp-only and is separate from automatic reminders. It does not answer email or SMS replies. A confirmed reply stops the no-reply reminder even when AI reply handling is enabled.
Keep Business Knowledge up to date and check automatic replies often. AI can be incomplete or wrong, so a person should take over when the answer matters.
Company Bot is for Lead Intel customers to ask about the service and, when available, work with their own account through chat. It is not the AI that replies to your prospects in an Outreach.
After a search you approved finishes, the bot can send a chat update and, if leads were found and the file can be attached, an Excel export. If a file cannot be attached, review or export available results in the signed-in app. Search results depend on the sources and your criteria; matches are never guaranteed.
WhatsApp Business usually requires a template approved by Meta to start or restart a conversation outside its customer-service window. Number verification, template approval, and turning on WhatsApp for Outreach are separate steps.
To create a new template:
{{1}} inserts the buyer's name and {{2}} inserts your offer name. Optional media and buttons are under Advanced options.If Meta rejects a template, review the status and reason available in the app, revise it against Meta's current requirements, and submit again if appropriate.
You may be able to write a normal message inside Meta's customer-service window. Outside it, use an approved template. The channel and Outreach must still be ready.
Lead Intel keeps eligible scheduled searches and activated outreach moving in the background. Work Queue brings together the replies, manual messages, reminders, and exceptions that still need a person.
A reply that Lead Intel can safely link to a lead can create a Work Queue task. Check Outreach Log if a messaging update is missing or cannot be linked safely.
Outreach Log adds available message updates and replies linked to the right lead, so you can read the conversation before following up.
When a lead is interested, Bookings makes it easy for them to take the next step without back-and-forth. Send a lead-specific Lead Intel booking link and let the lead choose a time. The confirmed booking is saved with its Lead, Outreach, and Business attribution inside Lead Intel.
When the outreach editor supports it, a Lead Intel booking link can be included in the message draft. Review the final message before sending.
Home gives you a high-level operational view. Open Reports in the main sidebar for the reporting hub: Analytics covers recorded source, outreach, reply, booking, conversion, and credit performance; Funnel report follows recorded stages from discovery through conversion; and AI insights analyses past results when enough data exists.
AI Insights can look at recorded Outreach history for patterns, such as messages with more replies, groups of leads to compare, and sales stages to check. Open it from Reports; on desktop it is also in the account menu's Workspace group, and on mobile under More. It runs when requested, not as a promised background update.
How to read the Insights page:
Insights become more useful as more comparable outreach is recorded. Thin history may produce limited or no analysis.
Open Business settings from the main sidebar or the top business switcher. Choose a section: Business details, Business context, WhatsApp, SMS, Email, Sending schedule, Integrations, and Danger zone. Each section applies to the currently selected business, keeping its context and channel settings separate from your other businesses.
If your AI message drafts do not feel right, improve the business description. Specific details usually produce more useful drafts.
Secondary Meta publishing: where enabled, a workspace owner can connect approved Facebook and Instagram business assets, then explicitly publish or permanently delete supported posts. The required Meta publishing and deletion permissions must be granted. This does not monitor social comments or insights, post automatically, or turn social activity into Leads.
Message settings can come from workspace defaults or the selected business. Choose Workspace from the account menu for shared settings. Open Business settings and choose WhatsApp, SMS, or Email for settings used only by that business. Complete business settings are used before a workspace default. The screen shows readiness and which setting is being used where available.
A channel must be set up, ready, and turned on for the message you want to send. A verified number alone does not make automatic sending ready.
You can invite colleagues to your Lead Intel account so they can view leads, send outreach, and manage outreach alongside you. Each person logs in with their own email and password — there are no shared logins.
To invite a team member:
Team members use the workspace credit balance. Use Usage from the account menu to review recorded usage.
Credits pay for searches, AI work, and message actions. Choose Billing from the account menu to view your plan or buy credits, or Usage to review charges.
Common credit costs at a glance:
Trying Lead Intel: New workspace owners receive 50 credits once they verify their email. The trial includes one business and does not require a payment card. Joining a team does not add trial credits. When the trial cannot cover your next action, subscribe to Standard to continue. Trial credits do not renew, and buying a top-up alone does not unlock Standard.
Where available, the app shows an estimate before a search or message action. Check Usage afterwards for the actual charge. A search charge is refunded if the run never starts. If it starts and fails later, a refund is not automatic. Message and AI refunds also depend on the recorded result, so an unsuccessful result does not always mean a refund.
To buy a credit top-up:
Check Usage before a large Discovery run or outreach. If an action says Payment required, open Billing and confirm the plan and credit balance.
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