How it works

Your AI front office, set up step by step.

Add your business details, configure how LeadCaptain should answer, connect your channels, and review your handoff rules before you go live.

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Start

Business profile

→

Configure

AI Receptionist

→

Connect

Channels

→

Launch

Go live

At a glance

See what setup actually looks like

Start with Business Setup, where you add the information LeadCaptain uses to understand your company, services, location, hours, and customer-facing details.

Actual LeadCaptain interface

Business Setup

Business Setup keeps your core information in one place. Add your business details, contact information, services, location, and other setup information LeadCaptain uses throughout customer conversations.

Step by step

Every step, in plain language

Seven guided steps take you from a brand-new account to a front office that answers every call and message.

7 guided steps

From a new account to a working front office.

Move through setup in order, review each part, and go live when everything is ready.

Account

Business

AI Receptionist

Channels

Handoff

Launch

Monitor

Account

Create your LeadCaptain account

After this step

Your LeadCaptain workspace is ready

Ready

Business

Add your business information

Tell LeadCaptain about your business, hours, services, and the questions customers ask most. This is what your front office uses to help callers.

After this step

LeadCaptain knows the basics of your business

Ready

AI Receptionist

Configure your AI Receptionist

Choose a greeting, set the tone, and decide what details to capture from every conversation. Guided prompts walk you through each choice.

After this step

Your receptionist has its instructions

Ready

Channels

Connect phone and communication channels

Connect your phone and messaging so nothing gets missed. Follow the on-screen steps — no technical setup required.

After this step

Customer channels are connected

Ready

Handoff

Review preferences and handoff rules

Decide when a conversation should reach a person, who it goes to, and what counts as urgent. You stay in control of every rule.

After this step

Your team knows when to step in

Ready

Launch

Go live

Flip the switch and LeadCaptain starts answering calls, replying to messages, and capturing leads right away.

After this step

Your front office is active

Ready

Monitor

Monitor conversations, leads, and activity

Watch conversations, leads, and follow-ups roll in from one clear view. Adjust anything anytime as your business grows.

After this step

Activity stays visible in one place

Ready

What you'll need

A few basics are all it takes to get started

You don't need special software or a technical team. If you can describe your business, you can set up LeadCaptain.

Setup checklist

Four things to have ready

✓

Your business information

Business name, operating hours, services, location, and the details customers need to know.

✓

Common customer questions

Think about the questions customers ask most and how you normally answer them.

✓

A channel to connect

Start with the phone or communication channel you want LeadCaptain to handle first.

✓

Your handoff preferences

Decide when LeadCaptain should bring in your team and who should receive the conversation.

✓

That's enough to get started.You can refine everything later from your dashboard.

No pressure

You stay in control the whole way

Setup is guided, reversible, and easy to adjust. Change your greeting, rules, or channels anytime — nothing is locked in.

Your control

You decide how LeadCaptain operates

Go at your own pace

Save your progress and finish setup whenever it suits you. You choose when your front office is ready to go live.

Your timeline

Your team can always step in

Set the situations where a real person should take over. Your team receives the conversation with the customer context already attached.

Human handoff

Change anything, anytime

Update your greeting, business information, rules, channels, and preferences as your business changes.

Always editable

LeadCaptain works around your business. You remain in control of how it responds and when your team steps in.

FAQ

Setup questions, answered

A few common questions about getting your front office up and running.

No. Setup is fully guided — you add your business details, configure your receptionist, connect a channel, and go live. There's nothing to code or install.

Most owners are ready in an afternoon. You can save your progress and finish whenever it's convenient.

Everything is editable. Update your greeting, handoff rules, hours, and channels anytime from your dashboard.

Yes. You set the rules for when a conversation should reach a person, and your team can step in anytime with full context.

No. Start with a single channel like phone, then add messaging channels whenever you're ready.

Ready to get your front office live?

Start your 7-day free trial and follow the guided steps — you can be answering calls and capturing leads today.

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Guided setup included · Set up in minutes