1. Feature Overview Distribution Engine assigns incoming records to the right user automatically. You define the rules, and the engine applies them as records arrive, so you no longer need an automation workflow for every assignment scenario. It assigns three kinds of records: Objects (Such as Leads) Opportunities Tasks Use Distribution Engine to: Assign records […]
1. Feature Overview The distribution method is Step 3 of creating a distribution rule. It decides how records are shared among the users you selected in Step 2. Each rule uses one method. Method Shares records by Select it when Round Robin Rotating through users in a fixed sequence Everyone should get an equal share, […]
1. Feature Overview Invorto Voice Bot is LeadSquared’s AI voice agent platform. It holds phone conversations for you, and it turns those conversations into structured data your team can act on. A voice bot listens to the person on the call, decides what to say next, and speaks back in a natural voice. It follows […]
1. Feature Overview LeadSquared’s Lumen Assist is an AI-powered assistant embedded directly into LeadSquared. With Lumen, you can perform CRM actions, retrieve information, and get answers to product questions through natural-language prompts, without navigating to specific pages or opening API documentation. Lumen is available as a chat panel that opens from the Lumen button in the […]
1. Feature Overview An Invorto Voice Bot is what your campaigns use to make calls. It stores everything a call needs: who the bot is, what it says, the AI model it uses, the language and voice it speaks in, how it understands the contact, and the data it collects after each call. You build […]
1. Feature Overview The Phone Numbers module on the Invorto Voice Bot is where you register the DID numbers your organization uses, set how each one routes calls, and copy the identifier you need when you call Invorto from another system. How you set a number up depends on its direction. Direction How the number […]
1. Feature Overview A voice campaign is how you make an Invorto Voice Bot call a list of contacts from the Invorto portal. You create the campaign once, select the bot and the phone number the calls go out from, and then upload your contacts as a CSV file. Invorto queues each number and dials […]
1. Feature Overview Invorto Voice Bot supports two campaign types: Voice and Insight. Use an Invorto Insight campaign when the conversation already happened and you want structured data out of it. For example: A health system uploads recordings of appointment reminder calls its agents made, and checks how many patients confirmed. A collections team uploads […]
1. Feature Overview On the Invorto Voice Bot, without tools, a bot can only talk. It follows its system prompt, answers from its knowledge base, and records what it learned. Anything that has to happen as a result of the call, such as booking a slot or sending a link, happens afterward in your CRM. […]
1. Feature Overview The Knowledge Base module on the Invorto Voice Bot is where you store the reference content your bots use to answer questions. A bot’s system prompt tells it how to behave. The knowledge base gives it the facts. Content is organized in two levels. A folder holds sources, and a source is […]
1. Feature Overview The Users module lists everyone in your Invorto Voice Bot organization. Use it to add colleagues, check who has admin rights, copy a user’s identifier for a support ticket, and deactivate someone who has left the team. Each row shows one member of your organization along with the role and status that […]
1. Feature Overview The Call History & Logs module on Invorto Voice Bot is the record of every individual call your organization has made or received. Analytics tells you how a campaign performed as a whole. Call History tells you what happened on one specific call. Use Call History & Logs to: Trace a single […]
1. Feature Overview The Analytics module on the Invorto Voice Bot is where you review what your bots and campaigns actually did (it aggregates the data across all Insight and Voice campaigns). It is a group in the left navigation with three pages, and each page answers a different question. All three pages are read-only. […]
1. Feature Overview The Consumption module on the Invorto Voice Bot breaks your organization’s usage down by product and by campaign. The Dashboard tells you the totals. Consumption tells you where those totals came from. Use Consumption to: Check how many minutes each voice campaign consumed. Check how many recordings each Insight campaign processed. Compare […]
1. Feature Overview The Dashboard is the first screen you see after you sign in to Invorto Voice Bot. It gives you a single view of how your organization is using Invorto right now. Use the Dashboard to answer four questions quickly: How many talk minutes has my organization used? What has that usage cost […]
1. Feature Overview The Settings module on the Invorto Voice Bot holds the details that apply to your whole Invorto Voice Bot organization. Use it to check your plan, control how much of the organization’s activity members can see, manage API keys for integrations, and review what has happened to those keys. The page has […]
1. Feature Overview By default, a distribution rule accepts and assigns records 24 hours a day. If your teams work in shifts, or if records arrive when nobody is working, you can limit a rule to a set of working hours. Working hours are defined in a schedule template: a set of days, a start […]
1. Feature overview LeadSquared does not have a dedicated currency data type. To capture and display monetary values such as budgets, fees, or loan amounts, you create a Number field through a Custom Field Set (CFS) and display it in currency format. This article explains how to set up a currency-formatted field for leads. […]
1. Feature Overview Telephony troubleshooting lets administrators diagnose and resolve common telephony configuration issues from within the LeadSquared Application. It runs real-time checks against a connector instance for a chosen event (such as agent popup or click to call), shows what is blocking the event from working, and either corrects the problem directly or names […]
1. Feature Overview LeadSquared’s Dynamic Forms feature lets you create intelligent lead capture Forms relevant to your processes and products and build out entire journeys for loan applications, college applications, etc. For example – You can build single or multi-step Forms. Choose to capture Leads, Opportunities, Activities, and Tasks in the same Form. Customize the […]
1. Feature Overview Lumen answers analytical questions about your CRM data in plain conversation. Instead of building a report, selecting metrics, and configuring filters, you describe what you want to know. Lumen identifies the data it needs, queries your account, and returns a chart or a table along with a written summary of what the […]
1. Feature Overview By default, the Distribution Engine assigns Leads, Opportunities, and Tasks to a fixed list of users, teams, or sales groups. With performance-based distribution, you assign records based on how your users are performing instead. You select an Ace goal or leaderboard, and the engine auto-selects the users mapped to it for the […]
Welcome to LeadSquared. The purpose of this document is to provide you step by step guidance on the setting up and using of LeadSquared as a Marketing User. 1. Log in to LeadSquared Log on to LeadSquared using your username and password at app.leadsquared.com. If you do not have your login credentials, please check […]
1. Feature Overview Use the LeadSquared CRM connector to manage leads, tasks, opportunities, activities, and users directly from Claude. Ask Claude to look up a lead, create a task, update an opportunity, or review your team’s activity, all through natural conversation. Once connected, Claude can perform 77 CRM actions on your behalf across five modules: […]