Home
AI Assistant
Your team, asking about your own data.
Lead Assistant
Leads on WhatsApp, from first message to handover.
1. Create a read-only database user
There is no such thing as a read-only connection URI — a URI is only credentials. Read-only is a property of the database user, so run this once against your database, then paste a URI that uses the new role.
Loading…
2. Connect
Connections
Schema
Descriptions are sent to the model with every question, so correcting a wrong one here directly improves the SQL it writes. Click any description to edit it.
Knowledge
Company documents — policies, procedures, handbooks. Business data stays in your database; this is for the questions a database cannot answer.
| Source | Documents |
|---|
Documents
| File | Source | Status | Chunks |
|---|
Agents
An agent’s instructions are versioned: publishing a change creates a new version, so past answers stay tied to the exact configuration that produced them.
| Name | Talks to | Knowledge | Answers | Version |
|---|
Inbox
Conversations the agent has stepped out of. Oldest first — a queue is worked from the end that has been waiting longest.
Conversations
Every conversation an agent has had — your team’s in the chat window, and leads’ over WhatsApp. Opening one shows the transcript and what the agent did to produce each answer.
| With | Channel | Handling | Messages | Started |
|---|
Transcript
Leads
People outside your organization that an agent has spoken to. Open means WhatsApp still allows a free-form reply; after 24 hours of silence only an approved template may be sent.
| Name | Phone | Lead type | Source | Reply window | Added |
|---|
Lead types
One agent, many briefs. Your CRM sends lead_type with
each lead; the first matching brief below decides how that lead is
greeted, what the agent is told, and which documents it may use.
The default answers anything nothing else claims.
| Lead type | Matches | Answered by | Opener | Conversations |
|---|
Settings
Who can sign in, what your systems connect with, and where your agents send messages from.
People
You cannot change your own role, and you cannot grant a role carrying more than you hold.
| Role | Status |
|---|
API keys
For your website or CRM to post leads to POST /v1/events/. A key can only submit events — it cannot read your data.
| Name | Key | Last used |
|---|
The number your leads message, and the one your agent answers from. Nothing in Lead Assistant sends or receives until a number here is connected and Meta is delivering to it.
Callback URL:
Webhook below says who subscribed the number, not whether Meta is delivering — we cannot see that from here. Give us the Business Account ID and we do it for you; without one you set the callback URL and verify token in Meta yourself, which works just as well.
| Number | Phone number ID | Status | Webhook |
|---|