Getting Started

What is LeadSail?Quickstart Authentication API Keys

Core Concepts

Campaigns Overview Creating Campaigns Questionnaires First Submission Actions Qualification Rules Routing Rules Fallback Campaigns Delivery Endpoints Delivery Settings Revenue Milestones Pixel Tracking Campaign Webhooks

Lead Lifecycle Submitting Leads Lead Statuses Lead Management CSV Import DNC Management

Conversations

Conversations Voice Calls SMS Messaging

Voice Agents Voice Agent Providers Voice Agent Configuration Inbound Calls

SMS Agents SMS Providers SMS Agent Configuration Inbound SMS

Voice Prompts Prompt Sections Conditional Content System Variables

Automation

Post-Call Pipelines Pipeline Phases AI Extraction SMS Follow-Up

Auto-Dialer Auto-Dialer Configuration Scheduling

Configuration

Field Library Value Sets

Documents Document Templates DocuSeal Integration

Integrations ElevenLabs Vonage DocuSeal LLM Providers Ad Platforms

Tenant Settings Webhooks Custom Actions Phone Numbers Attribution

Post-Call Pipelines

AI Extraction

Questionnaire extraction and status summary from call transcripts.

AI Extraction

Coming soon.

Pipeline Phases

Base and AI phases in post-call pipelines.

SMS Follow-Up

Automated SMS follow-up after voice calls.

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