Frequently Asked
Questions

LEAD-AI is an AI-powered CRM built for real estate businesses to capture, nurture, and convert leads efficiently.

Our intelligent platform actively sources premium buyers and automates engagement at scale.

• 400M+ contacts: Comprehensive reach across the Indian real estate market.
• <5 min lead matching: Instantly connect the right property to the right buyer.
• 99% data accuracy: Verified and rigorously cleaned contact profiles.

LEAD-AI is built for real estate developers and builders, real estate marketing agencies, property sales teams, and anyone promoting real estate projects in India.

Requirement: You must be a business (not individual consumer) and at least 18 years old.

Visit lead-ai.in and click "Sign Up" → Enter your name, email, phone, and password → Create your organization → Verify your email → Complete onboarding (optional: upload first project, invite team).

Yes. LEAD-AI works with WhatsApp Business Cloud API, which requires a Meta Business Manager account, a verified WhatsApp Business Account (WBA), and a dedicated phone number for each WBA.

We provide instructions on creating your WBA and tools to connect and manage multiple WBAs from one dashboard. We do NOT provide phone numbers or register WBAs on your behalf.

Better than a trial — LEAD-AI is free for your first 12 months. Full access to the plan you sign up for: the complete CRM, the Leads Platform, every AI feature. No credit card required and no feature limits during the free year.

You are notified 60 days and again 30 days before the free year ends, and you choose then whether to continue, change plan, or cancel. Nothing is charged automatically without that notice.

Browser: Google Chrome (recommended), or latest Firefox, Safari, Edge with JavaScript enabled.

Mobile: Android 8.0+ or iOS 14.0+ if a mobile app is available.

WhatsApp: WhatsApp Business API access (not Personal WhatsApp).

Upload PDF: Go to Projects → New Project → drag and drop your project brochure. AI extracts name, location, pricing, and amenities automatically.

Manual Entry: Go to Projects → New Project → Manual Entry → fill in the form with project details.

You can include descriptions, images, brochures, amenities, configurations (1BHK, 2BHK, 3BHK), investment metrics, nearby infrastructure, and government projects.

AI Personas are profiles of your ideal buyers, generated by our AI (powered by Claude 3.5 Sonnet). Upload project details → click "Generate Personas" → AI creates two profiles:

• Investor-Focused: Demographics, income, investment goals, messaging hooks
• End-User / Family Buyer: Age, family needs, location preferences, pain points

This helps you understand who to target, suggests filters for lead mining, creates better campaign templates, and improves conversion rates.

Yes. Go to Projects → Select Project → Personas Tab → click "Edit" on any persona. Modify demographics, pain points, and messaging hooks as needed. Personas are suggestions — adjust based on your own market knowledge.

Yes. The number of projects depends on your subscription plan:

• Starter: up to 5 team members, 2,000 leads/month
• Growth: up to 20 team members, 10,000 leads/month
• Enterprise: unlimited team members and leads

You can upgrade anytime from your account settings.

Select a project → choose a data source (Apollo, Google Maps, Rocket Reach) → set filters (location, business type, age group, employee type, revenue) → click "Find Leads" → review results (50 leads per search) → add to Project Cart.

Click "Use AI Suggestions" to auto-fill filters based on your project's AI personas.

We integrate with three trusted B2B data providers:

• Apollo.io: 300M+ B2B contacts globally — business emails, phone numbers, job titles, company data
• Google Maps Places API: Local businesses — phone numbers, addresses, categories, verified by Google
• Rocket Reach: Contact enrichment and email/phone validation

You are responsible for verifying data accuracy and ensuring compliance with DPDP Act and TRAI DND regulations before use.

Accuracy varies by source: Apollo ~85–90% (emails), ~70–80% (phones); Google Maps ~90%+ (business phones); Rocket Reach ~80–85% (after verification).

Tips: Use multiple sources and cross-check, verify critical leads before campaigns, remove bounced numbers after first campaign, and update lead data every 6–12 months.

Manual entry: Projects → [Project] → Leads Cart → Add Manually → enter name, phone, business type, location.

CSV import: Download our CSV template → fill in Name, Phone (required), Email (optional), Business, Location → upload and confirm. Maximum 5,000 leads per upload. Phone format: +91-XXXXXXXXXX.

The Leads Cart is a collection of leads per project, ready for campaigns. Think of it as a shopping cart — add leads from mining, CSV, or manual entry, review and clean before creating campaigns.

The same lead can appear in multiple project carts. Leads in the cart can be filtered by stage (Cold, Warm, Hot) and removed before use.

A campaign is a multi-phase WhatsApp marketing sequence targeting potential buyers. Example: Phase 1 sends an introduction template to 500 leads → 4-day cooldown → Phase 2 follows up with 200 non-responders → Phase 3 makes a final attempt to 80 remaining cold leads.

• Project Specific: Promotes a single project. Uses leads from that project's cart. Templates reference project details directly.
• Brand: Promotes your company across multiple projects. Example: "ABC Developers — Trusted for 20 years."
• General: Festival greetings, market updates, educational content. Auto-targets leads in Warm, Hot, Fire, and Convert stages.

Phase 1 (Cold Start): Sends to all selected leads with an initial introduction/offer.

Phase 2 (Follow-Up): Sends only to leads who ignored Phase 1 after the cooldown. Uses a different angle or stronger offer.

Phase 3 (Last Attempt): Sends only to leads who ignored Phase 2. Creates urgency for a final conversion attempt.

Leads who reply at any phase are removed from subsequent automated phases and appear in WBA Chat for human follow-up.

Cooldown is the waiting period between campaign phases — typically 4 days (customizable: 1–7 days). This gives leads time to respond and ensures you comply with WhatsApp's rule of 1 marketing template per 24 hours to non-responders.

Example: Phase 1 sends Monday 10 AM → 4-day cooldown → Phase 2 sends Friday 10 AM (to non-responders only).

Yes. If you don't select Phase 2/3 templates during setup, our AI analyzes Phase 1 replies, identifies common objections, and suggests a targeted template. Example: if 34 leads mentioned "Price too high", AI suggests a payment plan template addressing that concern.

You must approve the suggestion before the next phase's scheduled date — otherwise the phase is skipped.

The phase will be skipped. The campaign continues with remaining phases and non-responders remain in their current stage. To avoid this, check notifications regularly and approve suggestions within the cooldown period, or pre-select Phase 2/3 templates during initial campaign creation.

You CAN edit: Phase 2/3 scheduled date/time, Phase 2/3 template, and cooldown days (before the next phase starts).

You CANNOT edit: Campaign name, type, project, lead list, or WBA assignment. Phase 1 details are locked once sent.

You can also Pause (temporarily stop, resumable) or Stop (permanently end, non-resumable) a campaign.

The Campaign Dashboard shows: messages sent/delivered/read, reply rate, stage distribution (Cold/Warm/Hot/Fire/Convert), and total interacted leads.

The Campaign Detail View provides phase-by-phase breakdown, WBA usage, and lead progression timeline. Data can be exported as CSV.

1. Details: Name the campaign and select type (Project Specific / Brand / General).

2. Target: Choose project and leads from cart.

3. WBA & Templates: Select WhatsApp Business Account and Phase 1 template. Optionally choose Phase 2/3 templates.

4. Schedule: Set start date and cooldown days. System checks Campaign wallet balance.

5. Review & Create: Preview summary → click Create. Campaign starts automatically on the scheduled date.

Depends on your plan: Starter 1 WBA, Pro 3 WBAs, Enterprise Unlimited.

Multiple WBAs let you distribute message load (each WBA has a daily quota of 1,000–100,000 messages/day), reduce spam flags, and test different messaging strategies. Each WBA requires a separate phone number and Meta approval.

Prerequisites: Create a Meta Business Manager account, create a WBA in Meta, verify your business and phone number, then get your Phone Number ID, WABA ID, and Access Token.

In LEAD-AI: Go to WBA Manager → Connect New WBA → enter credentials → click Test Connection → Connect WBA. See our guide at lead-ai.in/docs/connect-whatsapp.

Templates are pre-approved message formats required by WhatsApp for marketing messages. They prevent spam by requiring Meta approval before use.

Templates have: Header (optional), Body (with variables like {{1}}, {{2}}), Footer (optional), and Buttons (optional: Call, Website, Quick Reply). Approval takes 24–48 hours.

Via Meta Business Manager (Recommended): business.facebook.com → WhatsApp Manager → Message Templates → Create Template → choose category (Marketing/Utility/Authentication) → write content → submit for approval. Once approved, it appears in LEAD-AI automatically.

Tips for approval: Avoid spam keywords ("FREE", "ACT NOW"), include opt-out instructions ("Reply STOP to unsubscribe"), avoid unrealistic claims, use correct variable format.

Daily quota is the max business-initiated conversations your WBA can start per 24 hours. Tiers set by Meta: Tier 1 = 1,000/day (new accounts), Tier 2 = 10,000/day, Tier 3 = 100,000/day, Unlimited available for high-quality senders.

Meta upgrades your tier automatically based on message volume and quality. If quota is exceeded, remaining messages queue for the next day — no penalty.

Green (High): Good standing. Yellow (Medium): Some blocks/reports, monitor closely. Red (Low): High blocks/reports, at risk of suspension.

To maintain high quality: only message opted-in users, honor opt-outs immediately, send relevant content, use verified phone numbers. LEAD-AI alerts you when rating drops.

• Cold: Initial stage — no reply or minimal engagement
• Warm: Replied with curiosity — "Tell me more about pricing"
• Hot: Actively interested — "Can we schedule a site visit?"
• Fire: Meeting/call scheduled, ready to move forward
• Convert: Deal closed, property sold/booked
• Suspended: Opted out or complained — do not contact again

Our AI auto-classifies leads based on reply content, sentiment, keywords, and conversation context. Example: "What's the price for 3BHK?" → Warm; "Call me tomorrow at 2 PM" → Hot; "STOP" → Suspended.

AI provides a confidence score (e.g., 85% confident = Hot). Sales reps can manually override stages if the AI classification is incorrect.

Go to WBA → Chats. Filter conversations by project, stage (Cold/Warm/Hot), WBA account, or date range.

The conversation view shows WhatsApp-style message bubbles with stage badge, timestamps, delivery status (✓ sent, ✓✓ delivered, ✓✓ read in blue), and optional AI-suggested responses.

Yes. After a lead replies, you have a 24-hour window to send free-form text — no template needed, unlimited messages. The window resets every time the lead replies.

Outside the 24-hour window, you must use a pre-approved template to re-initiate the conversation (WhatsApp rule: 1 marketing template per 24 hours).

When a lead replies "STOP", "UNSUBSCRIBE", blocks your number, or reports as spam, LEAD-AI automatically marks them as Suspended, removes them from all future campaigns, and flags them in WBA Chat.

You must honor opt-outs immediately. Ignoring them can lead to TRAI complaints, WhatsApp account suspension, and legal liability under TRAI DND regulations.

Your first 12 months cost nothing, on any plan. The rates below apply only from month 13.

Starter: ₹4,999/month after year one — up to 5 team members, 2,000 leads/month, full CRM (6 modules), WhatsApp integration, basic AI features

Growth: ₹14,999/month after year one — up to 20 team members, 10,000 leads/month, full CRM + Leads Platform, AI Voice Calling, full automation suite

Enterprise: Custom pricing — unlimited team members and leads, dedicated account manager, on-premise and white-label options

All prices exclude 18% GST. View full pricing at lead-ai.in/Pricing.

We accept: Credit/Debit Cards (Visa, MasterCard, RuPay), UPI (Google Pay, PhonePe, Paytm), and Net Banking (all major Indian banks).

Payment processed by Razorpay. Currency: Indian Rupees (₹) only. Subscriptions auto-renew on billing date.

No setup fee. Start using immediately after signup. Monthly plans have no contract — cancel anytime.

Additional costs not included in subscription: WhatsApp API usage (charged by Meta — typically ₹0.30–₹1.50 per message), lead data provider APIs (if using your own API keys), and Google/Meta Ads spend.

30-Day Money-Back Guarantee: If you are not satisfied within 30 days of your first purchase, we will refund your payment.

Conditions: First-time customers only (not renewals). Request within 30 days of initial payment. Account will be terminated upon refund. Email billing@lead-ai.in with your reason.

The Feature Wallet manages budgets across services. Add money to the main wallet → allocate to: Campaigns, Lead Mining, Google Ads, Meta Ads.

When you create a campaign, the system locks the estimated cost in your Campaign allocation. Locked funds release when the campaign completes or is canceled. Unused wallet funds are non-refundable but can be transferred between services within your account.

We use: HTTPS/TLS encryption in transit, AES-256 encryption at rest, role-based access controls, two-factor authentication (2FA), daily encrypted backups, regular security audits, and DDoS protection.

Employee access is minimal (need-to-know basis), subject to confidentiality agreements and audit logs. Cloud hosting via AWS with Mumbai-region data centers.

Primary storage on cloud servers in Mumbai, India operated by Amazon Web Services (AWS). Encrypted backups retained for 30 days.

Your lead data is stored in your organization's isolated database — not shared with or accessible by other LEAD-AI customers.

Within your organization: Users you invite (based on role). Organization Owner and Admins have full access. Sales Reps see only assigned leads (configurable).

Third parties: WhatsApp/Meta sees phone numbers and message content (sent via their API). Cloud provider hosts encrypted data (cannot read it). We NEVER sell your data or share with advertisers.

Yes. You can export: project details, lead lists (name/phone/email/stage), conversation history, campaign reports, and invoices — in CSV, JSON, or PDF format.

Go to Account → Data Export → select data type → click Download. File is emailed to you. Data export is always free.

Access is revoked immediately. All personal data (leads, projects, conversations) is deleted from production systems within 30 days.

Retained longer: Invoices and payment records for 7 years (Indian tax law). Anonymized analytics indefinitely. Legal hold data until matter is resolved.

Important: Export your data before canceling — deleted data cannot be recovered.

Common causes:

• Insufficient budget: Check Feature Wallet → Campaign allocation → add funds
• WBA quota exceeded: Check WBA Manager → "Used Today" vs Daily Quota → wait for midnight IST reset or add more WBAs
• Template not approved: Check WBA Manager → Templates → Status → wait or use a different approved template
• WBA suspended by Meta: Check WBA Manager → Status → contact Meta support
• Scheduled in the future: Check Campaign Detail → Phase 1 Scheduled Date
• Invalid lead phone numbers: Verify format (+91-XXXXXXXXXX)

Common rejection reasons:

• Spam language: Avoid "FREE", "ACT NOW", "LIMITED TIME", "CLICK HERE"
• Missing opt-out: Add "Reply STOP to unsubscribe" in the footer
• Unrealistic claims: Use verifiable facts, avoid "Best in India", "Guaranteed 100% returns"
• Poor grammar: Proofread carefully before submitting
• Variable misuse: Use {{1}}, {{2}} format correctly with no extra spaces

Resubmit after fixing issues — there is no penalty for rejections.

Email: support@lead-ai.in — response within 24 hours (business days)

Live Chat: Available in-app — click "?" icon → Start Chat during Monday–Saturday, 9 AM–6 PM IST

Help Center: lead-ai.in/help — guides, tutorials, video walkthroughs

Pro and Enterprise plans include faster response times, a dedicated account manager, phone support, and screen-sharing sessions.

Live Demo: Request at sales@lead-ai.in — 30-minute screen-sharing session with our team.

Onboarding: New customers receive a 30-minute onboarding call with the Customer Success team covering first project setup, campaign creation, and WBA connection.

Video Library: Getting Started (10 min), Creating Your First Campaign (15 min), Connecting WhatsApp Business Account (20 min), AI Personas (8 min), Lead Mining Strategies (12 min) — at lead-ai.in/tutorials.

Step 1: Export your data (Account → Data Export) — data cannot be recovered after deletion.

Step 2: Cancel active subscription (Account → Billing → Cancel Subscription).

Step 3: Delete account (Account → Settings → Delete Account) or email support@lead-ai.in with subject "Delete Account".

Account deletion is permanent. You cannot reactivate a deleted account. Outstanding fees remain due.