Account Settings

Manage your profile and preferences

Profile
To change your email, use the Change Email section below.
Change Email

Enter a new email address below. You'll be signed out and asked to verify the new address.

Notifications

Choose how you want to be notified when a new lead comes in.

SMS Text your phone number when a new lead arrives
Email Email your account address when a new lead arrives
Text your LeadsResponder number from your phone in plain language — no command codes needed. The AI understands what you mean and updates your pipeline automatically.
What are my open leads? — see pipeline summary
James is won, $850 — mark won + job value
Lost the Kim lead — mark lost
Mark David as paid — mark invoice paid
What's Garcia's number? — get lead's phone number
Add a note to Maria — call Friday — add a note
Follow up on the Johnson job — mark follow-up
Pause AI on the Chen lead — pause AI on that lead
Flag the Rodriguez lead as urgent — mark high urgency
Just text naturally — the AI figures out what you mean. Pipeline-by-text is a Pro feature.
AI Business Profile

This information is used by the AI to write personalized responses to your leads. Re-scan your website anytime to refresh your profile automatically.

We will read your website and fill in your profile automatically.
Tell your AI how to handle leads — your tone, qualifying questions, pricing approach, what not to say. Write it like you're training a new employee. Changes apply instantly.
The AI Knowledge Base is a Pro feature. Add services & pricing, business hours, FAQs, and escalation alerts so the AI handles conversations more accurately.

Upgrade to Pro →
AI Knowledge Base

Structured info the AI can reference when leads ask specific questions. The more detail you provide, the better the AI handles conversations without escalating.

Services & Pricing

List your services with price ranges so the AI can quote accurately.

Service Price / Range
Business Hours
EMAH Emergency / After Hours
Frequently Asked Questions

Add answers to questions leads commonly ask. The AI will reference these exactly.

AI Escalation — When AI Doesn't Know

If the AI gets a question it can't answer, it will tell the lead a real person will follow up — and immediately alert you by text.

We'll text you the lead's question instantly so you can respond yourself.
The Website Form Widget is a Pro feature. Embed a lead capture form on your website so visitors can text-in from any page — AI responds instantly.

Upgrade to Pro →
Embed On Your Website

Paste one line of code anywhere on your website to embed your lead form. Choose your preferred style below.

Paste this into any page on your website — WordPress, Squarespace, Wix, or custom HTML. Works anywhere.
Your Client Microsite is a Pro feature. Get a professional landing page powered by your AI profile — ready to share with customers.

Upgrade to Pro →
Your Microsite

A professional landing page for your business, powered by your AI profile. Share the link with customers or add it to your Google listing.

Enable Microsite
Calendly Auto-Booking is a Pro feature. Add your booking link and the AI will include it automatically in conversations to get leads scheduled.

Upgrade to Pro →
Scheduling
Every new lead automatically receives this link in their follow-up text — they click it and self-schedule on your Calendly page.
Optional: Enable Booking Confirmations
To automatically update your dashboard when a lead books and send you a text notification, add this webhook URL inside your Calendly account:
Calendly → Integrations → Webhooks → Add webhook
https://nimble-lollipop-52b564.netlify.app/.netlify/functions/calendly-webhook
Select events: invitee.created and invitee.canceled
Date Field Labels
Customize what the two date fields are called on your leads. Use Estimate + Job Date for HVAC, roofing, plumbing, etc. Use Appointment + leave the second blank for single-visit businesses like salons or cleaners.
e.g. Initial Appointment, Estimate, Walk-Through
e.g. Job Date, Service Date. Leave blank to hide.
Business Timezone
Used to schedule owner alerts and display appointment times correctly in your dashboard.
Review Requests are a Pro feature. Add your Google review link and LeadsResponder generates a ready-to-send message every time you win a job.

Upgrade to Pro →
Reviews

After you mark a job as Won, LeadsResponder can prompt you to send a review request. Paste your Google review link below so it gets included automatically.

Find this in your Google Business Profile → Get more reviews → Share review form.
AI Voice Receptionist

Your LeadsResponder number is your AI voice receptionist — it answers missed calls live, has a real conversation, and logs every lead automatically. Full call transcripts are saved to your dashboard so nothing falls through the cracks.

Your LeadsResponder Number
Not yet assigned — contact support
This number handles your AI voice calls and owner alerts

US carriers require business registration to send owner notification alerts (lead alerts, pipeline summaries). Fill in your details and we’ll handle the rest.

Exact name as registered with the IRS / state.
Required for approval. Sole proprietors may use SSN.
Street address required for carrier registration.
iPhone
  1. 1Open Settings
  2. 2Tap Phone → Call Forwarding
  3. 3Toggle Call Forwarding on
  4. 4Enter your LeadsResponder number and tap back to save
Alt: Dial *61*+1XXXXXXXXXX# then press Call
Android
  1. 1Open Phone → tap ⋮ Menu → Settings
  2. 2Tap Calls → Call Forwarding → When Unanswered
  3. 3Enter your LeadsResponder number and tap Enable
  4. 4Done — steps may vary slightly by brand
Alt: Dial **61*+1XXXXXXXXXX# from your dialer
Forward unanswered calls to
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Only unanswered calls forward — calls you pick up work normally.
The AI answers, qualifies the lead, and logs the transcript and lead info to your dashboard.
Full transcript and lead info are saved to your dashboard automatically.
To turn it off: go back to Call Forwarding and toggle it off.
Confirm It's Working

Once you've set up forwarding, send yourself a test text to confirm your LeadsResponder number is live and active.

Password

We will send a password reset link to your email address.

Have a question? Hit the ? button in the bottom-right corner — it knows everything about your account, your plan, and every feature. Faster than email, available 24/7.
Can't find your answer? Submit a support ticket →
Your Plan
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Upgrade, downgrade, update payment info, or cancel — all in one place.

LeadsResponder HelpAsk me anything
Hi! Ask me anything about your settings or how to use LeadsResponder. 👋