LIVELEAD / HELP

A little help, right when you need it.

LiveLead is in an early-access pilot. Reach the team at brock@clickflow.dev. Include your workspace name, the approximate call time and a call ID if available. Do not email passwords, API keys or payment card details.

Getting your receptionist ready

  1. Sign in with Google and complete Setup in your workspace.
  2. Choose the answers you need before a handoff, your voice, business hours and the sales-agent number.
  3. Request a new US or Canadian line, or forwarding from your existing number. Provisioning and forwarding are confirmed with you; the setup form does not buy a number.
  4. Each agent joins with their own verified email and chooses whether to receive text alerts.
  5. Test a successful handoff, an incomplete enquiry, an unavailable agent and recording playback before routing customer calls.

Follow-ups and promises

Call recaps and follow-up plans prepare editable drafts and reminders. Opening Messages, Apple Mail, Gmail or Outlook does not send a message. You review and send in that app. LiveLead cannot confirm delivery or detect replies sent through your personal apps. Mark a lead as replied or stop its plan when someone responds. Closing a lead as won, lost or unqualified stops its plan.

When something goes wrong

Check service status and your call inbox. A callback enquiry may need manual follow-up. A connected badge means the phone provider confirmed a bridge; it does not verify the caller’s identity or guarantee a sale. Keep a carrier forwarding or voicemail fallback for a full service outage.

Support and account requests

Signed-in members can submit a support request in the workspace. Owners can export workspace records. Contact support for deletion, a lost-owner account or billing help. Requests are reviewed by the team; the pilot has no guaranteed response time or emergency service.

Your trial and subscription

The seven-day trial includes 30 receptionist minutes and begins only when the phone setup is ready. No trial overages. The subscription is US$99/month with 200 minutes; optional extra minutes are US$0.35/minute with an explicit spending cap. Extra-usage charging is off during the pilot. Manage a subscription in Plan & billing.