Help Center
Getting Started
- Create your account and confirm your email.
- Enter your business name.
- Choose your plan — Starter or Pro. Your dashboard unlocks the moment payment completes (click "Refresh status" after checkout).
Create Your AI Agent
- Go to the Agent tab and click "+ New agent".
- Give it a name (this is the name it uses on calls) and describe your business — services, area, anything callers should know. Your agent is built from this.
- Open your new agent's card to fine-tune: the Greeting is the first thing callers hear; the Instructions control how it handles calls. Changes go live on your phone line within seconds of saving.
Pick a Voice
- On the agent card, choose a voice from the dropdown and use the play button to preview it. Adjust expressiveness and talking speed under Voice settings. Save, then call your number to hear it live.
Get Your Phone Number
- On the agent's card, click "Get a phone number", enter your preferred area code, and choose a number. It's yours immediately — calls to it are answered by that agent.
- Already have a business number? Forward it to your new number and keep advertising the one your customers know.
Call Summaries & Leads
- After every call you receive an email summary (and a text, if you add a notification phone) with the caller's name, number, address, and request.
- Set where summaries go in the agent's Notifications section — each agent can notify different emails. Leads are also delivered to your CRM automatically if configured.
Transfer to a Human
- Turn on "Transfer to a human" on the agent card and enter the number that should receive transfers. When a caller asks for a person, the AI connects them to you live.
Billing
- Starter: 1 agent, 1 number, 100 minutes/month. Pro: up to 3 agents and numbers, 250 minutes/month. Manage or cancel anytime — contact us at support@webleadaiagent.com.
Need Help?
Email support@webleadaiagent.com and we'll get back to you within one business day.