Make everyday customer work clearer
Answer in one place. Keep every sale moving.
Find the inquiry, reply with your business information, and make the next step someone's responsibility. See how those tasks fit together in Leadora.
Explore the workflow
Follow an inquiry, step by step.
Explore four examples without creating an account. See how AI replies automatically using business information and how your team oversees the conversation.
AI replies; your team stays in control
Lucía asks about a chair. With automatic replies enabled, AI answers using the catalog and delivery terms. Your team can see the sources, correct the reply, or take over the conversation.
Step 1 of 4 · The WhatsApp inquiry appears in the inbox with its contact.
Sample view based on Leadora screens. It does not send messages or change your account.
This demo uses fictional information and does not send messages. Leadora's sales chat, labeled as help, is a separate channel.
Explore the product
Conversation inbox
Reply without piecing the conversation together.
Messages arrive across channels, and a teammate needs to know what was discussed before.
Open the inbox, find the contact, and review their history. Reply through the relevant channel and leave notes for your team.
What this helps you do
Keep the inquiry and the information needed to continue together.
Also available
- Contact history, unread messages, and conversation status.
- Files, audio, images, and internal notes, subject to channel capabilities.
Sample view based on Leadora screens. It does not send messages or change your account.
Catalog and knowledge
Keep your business information within reach.
Your team keeps explaining products, delivery terms, or policies scattered across different places.
Add products, services, and knowledge articles. Include pricing, availability, and media, then review the sources the AI can use.
What this helps you do
Replies can draw on information your business adds and keeps current.
Also available
- Product records with images and video, with reply attachments where supported by the channel.
- Manual entry, CSV imports, and sources from a public URL.
Product
Nordic chair · product record
Finish: natural. Material: wood. Delivery: arranged based on location.
- Availability
- Check before confirming
- Delivery policy
- Confirm the area before quoting delivery.
Product images
Product records support images and video; replies can use attachments where the channel supports them.
Product details and terms added by the business.
Sample view based on Leadora screens. It does not send messages or change your account.
Reply copilot
Use AI with business context and human review.
You need to answer a customer and find the relevant information without guessing what is missing.
Ask the copilot for a suggestion. Review the reply, sources, and next step; edit the text before using it. Configure the response modes that suit your business.
What this helps you do
A person can decide what to send and correct replies that need improvement.
Also available
- Suggested replies with sources, a summary, intent, and a next step.
- Human assistance, handoff rules, and configurable permitted actions.
- Corrections, unanswered questions, and reply evaluation; AI availability depends on your plan and configuration.
Lucía
Open inquiry
Incoming inquiry
Hi, does the Nordic chair come in a natural finish? How does delivery work?
Available business information
Nordic chair · product record
Finish: natural. Material: wood. Delivery: arranged based on location.
Copilot suggestion
Yes, the Nordic model comes in a natural finish. We arrange delivery based on your location. Which area are you in?
Your team can edit the suggestion before using it in the conversation.
Next step: Confirm the customer's location and prepare a proposal.
Sample view based on Leadora screens. It does not send messages or change your account.
Sales follow-up
Give every proposal an owner.
Information or a proposal was shared, but nobody is sure who should follow up.
Review the opportunity, assign an owner, and record the next step. Update its stage as the conversation progresses.
What this helps you do
Your team can see what remains open and who is responsible.
Also available
- Configurable stages, history, and won or lost opportunities.
- Goals, sales forecasts, risk signals, and exports.
- AI classification and sales suggestions, with rules and human review.
Nordic chair · product record
Lucía · sample contact
Next step: Confirm the customer's location and prepare a proposal.
Internal note
Interested in the natural finish. Delivery area still needs confirmation.
Sample view based on Leadora screens. It does not send messages or change your account.
Automation builder
Turn a repeated task into a rule you can review.
Every inquiry calls for the same tag, assignment, or follow-up action.
Build a visual rule with a trigger, conditions, and actions. Test it in the simulator and review its history before adjusting the workflow.
What this helps you do
Make the intended behavior explicit and review how the rule runs.
Also available
- Triggers for contacts, incoming messages, score changes, response timeouts, or manual runs.
- Conditions, branches, variables, tags, owners, and supported actions.
- Simulation, versions, and run history, with WhatsApp requirements where applicable.
1 · Trigger
Message received
2 · Condition
Message mentions “Nordic”
3 · Actions
Add tag: interested in chairs
4 · Owner
Assign owner: Sofía
This example leaves the contact tagged and an owner assigned.
Sample rule · review it in the simulator before enabling it.
Sample view based on Leadora screens. It does not send messages or change your account.
Campaigns
Follow up with a relevant reason.
You have open proposals and want to follow up with the right people instead of messaging your entire database.
Filter an audience, review eligible contacts, and prepare a message with variables. Check channel requirements, capacity, and the preview before sending.
What this helps you do
Review who would be contacted and what they would receive, then check the results after sending.
Also available
- Segments based on contact stage, source, tags, and score.
- Variables, previews, and WhatsApp templates, with consent and opt-out checks.
- Recent-contact exclusions, message estimates, and capacity checks before sending.
Draft · nothing sent
Follow up on open proposals
Status: proposal · channel: WhatsApp
8
Contacts with a proposal
6
Eligible in this example
2
Excluded by checks
Review consent, opt-outs, recent contact, and available capacity.
Message preview
Hi Lucía, would you like to revisit the Nordic chair proposal? I can help with any details you still need.
Sample message; use an approved template when required.
Review the audience and message before preparing a send. Then check its results.
Sample view based on Leadora screens. It does not send messages or change your account.
Team and permissions
Give everyone clarity about their work.
Several people handle customers and need to share information with different access levels.
Invite teammates, set their roles, and assign owners. Use internal notes and history to continue a conversation without starting over.
What this helps you do
Make responsibilities and access clear within your business.
Also available
- Owner, administrator, and agent roles with specific permissions.
- Invitations, conversation owners, and a record of relevant changes.
- Multi-business management for agencies, with separate data and teams; capacity depends on the plan.
Sofía · administrator
Tomás · agent
- One owner for this conversation
- Shared history and internal notes
- Access based on each teammate's role
Sample view based on Leadora screens. It does not send messages or change your account.
Google and reputation
Reply where customers review your business, too.
Customer interactions extend beyond the inbox to Google reviews and business updates.
Connect your Google Business profile, review feedback, and prepare replies. Manage posts and review the available profile data.
What this helps you do
Manage your profile's reviews and posts from Leadora.
Also available
- Read and reply to reviews, with assisted reply drafts.
- Business posts and their status.
- Performance data and search queries for the connected profile.
Fictional review to demonstrate a reply
“They helped me choose a model and answered my delivery questions.”
Draft reply
Thank you for sharing your experience. We are glad we could help.
Business posts
Prepare updates and review your connected profile's performance.
Sample view based on Leadora screens. It does not send messages or change your account.
Channels for your business
Start with the channel your business already uses.
You want to bring inquiries together, but every channel has its own account, setup, and requirements.
Create an account, set up your business, and connect the first channel. Test a conversation and review the information received before adding more.
What this helps you do
Check the workflow with one connected channel and expand when you need to.
Also available
- Email alerts and notifications, configured for each account and device.
- Contact API, webhooks, and MCP integration for teams connecting other systems, with revocable access.
Your website chat
Each channel requires setup and is subject to its provider's requirements.
Sample view based on Leadora screens. It does not send messages or change your account.
From an account to a useful conversation.
Registration is the start. First use requires preparing your information and connecting a channel.
- 01
Set up your business
Add business details, invite the right people, and provide information for replies.
- 02
Connect your first channel
Follow the setup flow and check the provider's permissions and requirements.
- 03
Test a conversation
Review the reply, history, owner, and next step.
Try it with an inquiry from your business.
Create an account to set up the workflow, or compare plans before choosing. If you need help, tell us which channel and team you want to connect.
Connections, feature availability, and limits depend on the channel, configuration, and plan. Creating an account does not connect your channels automatically.