AI-powered lead workflows for chat, scoring, CRM sync, and follow-up automation
Welcome to the official LeadFlow AI documentation hub. Here you’ll find setup guides, dashboard explanations, lead workflow documentation, knowledge support details, scoring guidance, CRM and webhook integrations, troubleshooting help, and frequently asked questions.
Start here
New to LeadFlow AI? Begin with Getting Started, then continue with installation, dashboard overview, lead capture workflows, AI scoring, knowledge support, CRM handoff, and troubleshooting.
What is LeadFlow AI?
LeadFlow AI is a WordPress lead engine that combines chatbot-style interaction, knowledge support, lead scoring, qualification logic, CRM sync, and automated follow-up workflows.
Browse the documentation
The pages below are organized to help you move from setup and onboarding into practical daily usage, scoring setup, lead qualification, knowledge workflows, integrations, and troubleshooting.
Getting Started
A practical introduction to LeadFlow AI, what it helps with, and how to begin using it in WordPress lead workflows.
Installation & Setup
Install the plugin, activate it, review the basics, and prepare LeadFlow AI for real lead capture and qualification workflows.
Dashboard Overview
Learn the main LeadFlow AI layout, understand the dashboard sections, and see where to begin your lead workflow.
Lead Capture Workflow
Understand how LeadFlow AI captures, enriches, and routes leads through structured conversation and qualification flows.
AI Profiles & Scoring
Configure scoring behavior, qualification logic, lead labels, and profile-based AI context.
Knowledge Base
Use your knowledge sources to improve chatbot responses, qualification quality, and lead conversations.
Routing & Qualification
Define how leads are classified, prioritized, and directed into the right next step.
Webhooks & CRM Handoff
Push lead data, AI context, and scoring results into CRMs, automation systems, and internal workflows.
Troubleshooting
Common issues, expected behavior, and how to resolve the most typical setup and workflow problems.
Help & FAQ
Answers to common questions about setup, chatbot usage, scoring, CRM sync, and practical daily operation.
Recommended documentation structure
Each child page works best when it follows the same clear structure and helps users understand where LeadFlow AI supports the workflow — and where human decisions still matter.
- What the feature or section does
- Where to find it in the plugin
- How to use it correctly
- Best practices and workflow tips
- Important limitations or usage notes
- Troubleshooting tips
Important usage notice
LeadFlow AI supports lead conversations, scoring, and downstream workflow automation. Results depend on your setup, prompts, knowledge sources, scoring logic, and connected systems. Final sales handling, CRM quality, privacy compliance, and business decisions remain your responsibility.
Documentation, support, and legal information
Need more help? Continue with the FAQ, contact support, or review the legal and privacy notices connected to your LeadFlow AI usage.