Help center
Guides, FAQs, and how-tos.
Everything you need to get LeadSmart AI running — from importing your first contacts to managing coaching enrollment to sending video email.
How-to guides
Step-by-step walkthroughs.
Getting started
3 min
Set up AI follow-up for new leads
Configure LeadSmart AI to reply to every new lead within 60 seconds — pick a review policy, edit a template, and you're live.
4 min
Import contacts from another CRM
Bring your existing contacts and pipeline into LeadSmart via CSV — duplicate-aware, one-click rollback if anything looks wrong.
3 min
Set up missed-call text-back
Auto-text inbound callers when you can't pick up. Forward calls to your mobile and never lose a hot lead to voicemail again.
Deal workflows
3 min
Use the Buyer Broker Agreement (BBA) workflow
Capture a signed BBA before tours so every showing is compensated. Track status from request to signature inside the deal record.
2 min
Record and send video email
Send a personalized 60-second video to any lead or client without leaving LeadSmart. Track plays + completion rate inside the contact.
Frequently asked questions
See all →Still stuck?
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