Setting Up Manual Actions

LeadCenter.AI allows you to set up manual actions to send emails and SMSs, which can be sent manually when a lead has arrived or a lead is updated, for example: if a lead phone number or name is updated. You can also configure a manual action for closing a lead. Creating Manual Actions To create […]

Setting Up Automated Actions

LeadCenter.AI allows you to set up automated emails and SMSs, which can be sent immediately when a lead has arrived or a lead is updated, for example: if a lead phone number or name is updated. Once these automated actions for sending emails and SMS are configured, automatically generated emails will be sent for lead […]

Creating SMS Templates

An SMS template is used to define and compose text which is very useful and reusable when creating an SMS for your customers. LeadCenter.AI SMS template page consists of the ShortCodes section on the right side. These shortcodes are variables used for default lead details, custom fields, and appointments. Creating an SMS Template To create […]

Creating Email Templates

An email template is used to define and compose text, images, and add attachments which is very useful and reusable when creating an email. LeadCenter.AI email template page consists of the ShortCodes section on the right side. These shortcodes are variables used for default lead details, custom fields, and appointments. Creating an Email Template To […]

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