Help Center

Everything you need to get up and running. If you cannot find an answer here, our team is one email away.

Getting started

Start your free trial, complete the short onboarding to set your brand and first agent, then import your contacts by CSV. You can be live in an afternoon.

Building an AI agent

Choose voice or chat, describe what it should do, and generate it in one click. Refine the persona and prompt, add knowledge, then deploy it as a chat widget, a hosted link, a QR code, or a phone number.

Your CRM and timeline

Every contact has one timeline that captures calls, texts, meetings, campaigns, and reviews. Lifecycle stages update as your agents do the work, so you always know what happens next.

Meetings, reviews, and reactivation

Record a meeting to get notes and a drafted follow-up. Request reviews automatically when a job is done. Build win-back campaigns to wake up cold and past-client leads across voice, SMS, and email.

Billing and plans

Manage your plan and payment method in billing settings. See the pricing page for what each plan includes, and read the Refund Policy for how trials and cancellations work.

Still need help?

Email contact@leadsmatic.com or book a walkthrough with our team. We respond quickly and are happy to help you set things up.

Questions? Email contact@leadsmatic.com or visit the Help Center.