LeadSquared Pulse

Zaid Assadi

Updated 27 May 2026 | 04:52 PM

1. Feature Overview

LeadSquared Pulse is an AI-powered assistant embedded directly into LeadSquared. With Pulse, 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.

Pulse is available as a chat panel that opens from the Pulse AI button in the top navigation bar. It is context-aware, which means the actions it suggests change based on the page you are on. For example, on the Leads page, Pulse surfaces lead-related actions such as Capture Lead, Update Lead, and Search Leads. On the Opportunities page, it surfaces opportunity-related actions, and so on.

Pulse currently supports 77 prompt-driven actions across four CRM modules: Lead Management, Task Management, Opportunity Management, and Activity Management. It also answers product questions by querying the LeadSquared help site and returning answers within the chat panel.

2. Prerequisites

• You have access to a LeadSquared account where Pulse has been enabled. To enable it on your account, contact support@leadsquared.com.
• Your user role has the necessary permissions to perform the underlying CRM actions. Pulse respects the same permissions that govern the corresponding API calls and UI actions. For instance, if your role cannot delete leads, Pulse will not be able to delete leads on your behalf.
• You are signed in to LeadSquared. Pulse uses your session to authenticate API calls.

3. How It Works

Pulse interprets your prompt, identifies the intent, and maps it to the corresponding LeadSquared API.

For example, if you type create a lead with first name Jen and last name An, Pulse creates the lead and returns the lead ID.

Destructive operations such as deleting a lead, task, opportunity, or activity always require explicit confirmation in the chat before execution.

Pulse also recognizes the page context when you open it. If you open Pulse on the Leads page without typing anything, it greets you with a welcome message and surfaces quick-action buttons for the most common lead operations. Clicking a quick-action button starts the prompt for you.

4. Launch Pulse

To launch Pulse:

1. Sign in to LeadSquared.
2. On any page, click the Pulse AI button in the top navigation bar. The Pulse chat panel opens on the right side of the screen.
3. Type your prompt in or click one of the quick-action buttons surfaced for the current page.
4. To start a new chat, click the plus (+) icon on the top-left corner of the panel.
5. To close Pulse, click the minimize (–) icon in the top-right corner of the panel.

5. Use Pulse to Run an Action

To run a CRM action through Pulse:

1. Open Pulse.
2. Type a natural-language prompt describing the action. For example:
   • Create a lead with first name and a last name.
   • Get all tasks for a specific lead ID.
   • Update opportunity status to Won for a specific opportunity ID.
3. Pulse executes the action and returns a confirmation message with the record ID.

If Pulse is missing a required field, it asks you for the value before proceeding.

6. Use Pulse to Ask Product Questions

In addition to running actions, Pulse can answer questions about LeadSquared features by querying the help site.

To ask a product question:

1. Open Pulse.
2. Type your question in plain language. For example, how do I set up a Smart View, or what is the difference between a lead and a prospect.
3. Pulse returns an answer summarized from the relevant help articles.

7. Supported Actions

Pulse supports 77 prompt-driven actions across four modules. The sections below list each supported action with a brief description. Each action maps to a LeadSquared API endpoint. For full request and response details, refer to the API documentation at docs.leadsquared.com.

7.1 Lead Management

Lead Management covers 25 actions for creating, retrieving, updating, and deleting leads and lead notes.

Create

Retrieve

Update

Delete

7.2 Task Management

Task Management covers 22 actions for creating, retrieving, updating, and deleting tasks, including To-Dos and appointments.

Create

Retrieve

Update

Delete

7.3 Activity Management

Activity Management covers 19 actions for creating, retrieving, updating, and deleting activities, as well as managing activity attachments.

Create

Retrieve

Update

Delete

7.4 Opportunity Management

Opportunity Management covers 7 actions for creating, retrieving, updating, and deleting opportunities, and for posting activities on opportunities.

Create

Retrieve

Update

Delete

7.5 User Management

User Management covers 4 actions for retrieving user information.

Retrieve

8. Tips for Writing Effective Prompts

To get the best results from Pulse, keep the following in mind when writing prompts:

• Be specific – Include the field names and values you want Pulse to use. For example, create a lead with first name Jen, last name An, and email jen.an@example.com is clearer than create a lead for Jen.
• Use IDs where possible – When updating, retrieving, or deleting a specific record, include the record ID. This avoids ambiguity when multiple records match the same name or email.
• Confirm before destructive actions – Pulse always asks for confirmation before deleting a record. Read the summary carefully before replying Yes.
• Break complex requests into steps – If you need to perform multiple actions, run them one at a time so you can review each result.
• Use the quick-action buttons – On context-aware pages such as Leads, Opportunities, and Activities, the quick-action buttons start your prompt with the correct phrasing.

9. Limitations

Note the following when using Pulse:

• Pulse honors LeadSquared API rate limits. Bulk operations are subject to the same thresholds as direct API calls. Refer to the API rate-limit documentation for details.
• Pulse can make mistakes. Always verify the results displayed in the chat panel, especially for bulk and destructive operations.
• Pulse executes actions using your user session, so all actions are logged against your user account in the audit trail.

Any Questions?

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