1. Feature Overview In the FloStack Microsite Builder, you can create customized Microsites to showcase your services and engage leads through callbacks, appointment bookings, or live chat. You can build multiple Microsites tailored to different audiences, ensuring a personalized experience. By configuring Rule Boards and assigning Microsites to different priority buckets, you can dynamically adjust […]
1. Feature Overview The Rule Board feature in FloStack enables businesses to streamline their sales process by implementing structured automation rules. By leveraging these rules, sales teams can create a tailored journey for every lead entering their system, ensuring the most efficient and personalized engagement. The Rule Board allows you to define: Prioritization Rules: Automatically […]
1. Feature Overview FloStack provides detailed insights into all the leads that are captured. The Lead Dashboard displays key statistics on leads matching your criteria, while the Leads page offers a breakdown of each lead’s details and status. Note: The insights presented here will also be available in the CRM you integrate with. 2. […]
1. Feature Overview Analytics Expression Builder tool lets Admins create their own expressions that can be used to easily retrieve and manipulate data on any report. This is an evolving tool and presently helps users write basic aggregate functions with multi-conditions. Note: This article will only list the different expressions you can use. To learn […]
1. Feature Overview Admins can now apply additional filters to Virtual Numbers in UTC Click2Call, beyond the existing Team Assignment. The new feature allows filtering based on business use cases by defining a user field schema in the Virtual Numbers tab. Note: This is an additional filter that will be applied over and above the team […]
1. Feature Overview The Lead Capture action template in Universal Data Sync (UDS) allows you to either create a new lead or update an existing one based on a defined search key. This template uses the LeadSquared V2 Lead.Capture API, eliminating the need for manual API setup. Note: For an overview on UDS actions, refer […]
1. Feature Overview Universal Data Sync (UDS) now supports TCP (Transmission Control Protocol) as both a Trigger and an Action. This allows LeadSquared to integrate with healthcare and legacy systems that rely on socket-based communication instead of REST/HTTPS APIs. With TCP support, UDS workflows can: Receive inbound HL7 messages over TCP and trigger workflows in […]
1. Feature Overview The Logs feature in Universal Data Sync (UDS) allows you to monitor and troubleshoot the execution of your data sync flows. It provides complete visibility into the input requests, action-wise execution paths, transformation outcomes, and response payloads. Each log entry reflects a unique request processed by a UDS flow and helps you: […]
1. Feature Overview By default, users can only search UDS logs using a Request ID, making it difficult to trace business-critical records such as Loan ID, Customer ID, or Phone Number when issues arise. This slows down investigations, increases developer dependency, and delays resolution. Logger Parameter solves this by allowing users to define up to […]
1. Feature Overview The UDS Dashboard provides a single, consolidated view of your Universal Data Sync (UDS) flows and applications. Instead of searching through countless individual logs, you can see all the important information in one centralized view. This dashboard helps you: Monitor performance across all apps and flows. Detect and categorize errors quickly. Analyze […]
1. Feature Overview The UDS AI Assistant helps you configure flows, debug failed executions, and generate transformation logic — directly within the UDS interface. Instead of manually analyzing error logs or writing LiquidJS expressions from scratch, you can use the assistant to get explanations, suggested fixes, and ready-to-use code. The assistant supports three primary use […]
1. Feature Overview Activities represent key interactions or events that occur during a lead’s journey toward conversion. These can include default LeadSquared activities—such as form submissions, email opens, or email bounces—as well as Custom Activities configured to match your business workflows (for example, sending WhatsApp messages or scheduling meetings). LeadSquared allows you to add activities […]
1. Overview This article will help you set up Tata Teleservices with LeadSquared Mobile Cloud Calling connector 2. Prerequisites Before integrating your telephony provider, you must read the prerequisites and install the connector, referring to this article: Mobile Cloud Calling. 3. Set Up for Tele Teleservices 1) Click2Call API Navigate to the Click to […]
1. Feature Overview This article will help you troubleshoot issues relating to the LeadSquared Telephony feature. 2. Prerequisites You must be an Administrator user to access connector configurations and settings. Some technical experience is required to understand the format of the data and configure the connector with your telephony provider. The table below outlines […]
1. Feature Overview This article helps you understand the process behind writing Expression through the SIERA Expression Builder. Admins can create custom expressions that can be used to easily retrieve and manipulate data on any report. Note: This article will only explain the expression-building process. To find a list of expressions you can use, read […]
1. Feature Overview LeadSquared’s Landing Pages Pro (LPP) Designer enables you to build customized landing pages to capture leads and opportunities. You can create a landing page without writing a single line of code. 2. Prerequisites This feature is specifically for Landing Pages Pro. Landing Pages Pro is a paid feature. To enable it, […]
1. Feature Overview This article will help you configure your Landing Page or Portals to display multiple variations of the same page to different target audiences. In the example below, the landing page is designed for students enrolling in a full-stack developer course. However, the same page can dynamically display content for a front-end developer […]
1. Overview This article will help you set up Ozonetel Cloud Agent with LeadSquared Mobile Cloud Calling connector. 2. Prerequisites Before integrating your telephony provider, you must read the prerequisites and install the connector by referring to this article – Mobile Cloud Calling. 3. Set up for Ozonetel Cloud Agent Sample APIs for […]
1. Overview This article will help you set up Ozonetel CCaaS with LeadSquared Mobile Cloud Calling connector. 2. Prerequisites Before integrating your telephony provider, you must read the prerequisites and install the connector by referring to this article – Mobile Cloud Calling. 3. Set Up for Ozonetel Sample APIs for Ozonetel are listed […]
1. Overview This article will help you set up MCube with LeadSquared Mobile Cloud Calling connector. Note: International calling is not supported on this connector. 2. Prerequisites Before integrating your telephony provider, you must read the prerequisites and install the connector by referring to this article – Mobile Cloud Calling. 3. Set Up […]
1. Overview This article will help you set up Knowlarity with LeadSquared Cloud Calling. 2. Set up Knowlarity To configure Knowlarity as the telephony provider, please refer to Knowlarity Set-up.
1. Feature Overview With the enhanced Portals and Landing Pages Pro (LPP) designer, you can now create professional, responsive pages much faster. The new designer includes ready-made and reusable sections and design elements, so you spend less time designing from scratch and more time focusing on content and conversions. 2. Prerequisite You must be […]
1. Feature Overview You can create Custom Columns in the Data Source section of SIERA reports. A custom column lets you build new fields by writing expressions that combine existing columns, apply conditions, or transform values. This makes your reports more flexible by allowing you to model business-specific logic without altering the underlying data. Once […]
1. Feature Overview This article lists the various mail merge fields available in the Universal Telephony Connector (UTC). 2. Prerequisites The Universal Telephony Connector is a paid connector, to enable it contact support@leadsquared.com. You must be an Administrator user to access the connector configuration. 3. Click2Call Mail Merge Fields Note: The following click […]