5 min read

Quickstart: your first qualified lead in 5 minutes

Create your LeadOs workspace, connect one channel, and watch the AI qualify your first lead — step by step, no code required.

LeadOs captures leads from any channel, qualifies them with AI in seconds, and runs the follow-up automatically. You'll have a live pipeline before your coffee gets cold.

Step by step

  1. 1

    Create your free workspace at /signup — no credit card required. The Starter plan is free forever.

  2. 2

    From the dashboard, open Knowledge Base and add your website URL so the AI learns your business (it crawls your pages automatically).

  3. 3

    Open Integrations and connect your first channel — the website chat widget is the fastest (one script tag), or connect WhatsApp / Email.

  4. 4

    Send a test message. The AI replies in seconds and a scored lead appears in your dashboard.

  5. 5

    Open Automation and set one rule — e.g. 'when score > 70, send the booking link'. You're live.

Tip: Start with the website widget + your website as a knowledge source. It's the fastest path to a working demo on your own site.

Ready to put this live?

Connect your first channel free — no card required.