Answers
Deploy the Lead Engine backend, set the environment variables, then connect at least one lead source in Connection Setup. Sample data disappears as soon as real records arrive.
Admins see everything including billing and integrations. Sales Managers see their team’s leads, approve campaigns and export. Sales Agents see only leads assigned to them and cannot export or launch paid campaigns.
Only from sources you authorise: licensed B2B data providers, business directory APIs, your own lead-gen forms, your CRM, files you import, and websites you own or have permission to read. It never reads private profiles, logs in on someone’s behalf, or gets past CAPTCHAs.
Records are matched on normalised email, phone in E.164 format (+91…) and company domain. You choose whether a match is skipped, merged (fill empty fields) or updated.
Common reasons: email without a valid domain, phone with too few digits, or neither email nor phone present. Download the invalid rows, fix them and import again.
Only to contacts who opted in to WhatsApp, using a Meta-approved template. Bulk Broadcasts removes everyone without WhatsApp consent before sending and shows you how many were removed.
In India, commercial SMS must use a sender ID (header) and template registered on a DLT platform. Add the DLT template ID to each SMS template in Messaging Rules.
A STOP reply, an unsubscribe click or a “don’t call” on an AI call adds the contact to the suppression list immediately and stops every active sequence for them.
Yes. The opening line always identifies the call as an automated AI assistant and mentions recording. It cannot be removed. Callers can ask for a person at any time.
A campaign needs a manager’s approval and every selected channel connected. The launch checklist on AI Campaign Builder shows what is missing.
Ad spend from connected ad accounts divided by leads that reached Qualified or later in the period. Leads from unconnected sources are excluded so the figure is not flattered.
On the server, as environment variables (see .env.example in the deployment pack). API keys and tokens are never entered in or stored by the browser.
No. Webhook events are stored first and processed after. Failed syncs retry five times with back-off, then raise a notification so someone can fix the connection.
Account › Security › Two-factor authentication. Admins can require it for the whole workspace.
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