LeadFlowXLeadFlowX

AI-Powered B2B CRM

Quick Start Guide

Get up and running with LeadFlowX in under 5 minutes.

1. Create Your Account

Sign up at the landing page with your email, name, company, and password. You'll receive a confirmation email — click the link to verify.

2. Add Your First Lead

Click the + New Lead button in the top nav, or send a POST request to your webhook URL:

cURL
curl -X POST https://leadflowx-neon.vercel.app/api/webhook/YOUR_TOKEN \
  -H "Content-Type: application/json" \
  -d '{"email": "jane@acme.com", "name": "Jane Doe", "company": "Acme Corp"}'

3. Configure Email (Optional)

Go to Email Setup in the sidebar to connect your SMTP account. This enables AI-drafted outreach emails and reply detection.

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Use the Test Connection button after adding your email account to verify everything works before sending real emails.

4. Run AI Agents

Navigate to AI Agents and enable the agents you want:

  • Web Scraper — Enriches leads with AI research
  • Intent Scorer — Scores leads 0-100 based on buying signals
  • Outreach Drafter — Generates personalized email drafts for high-intent leads

Click Run Now on each agent, or enable Auto-Process in the queue to have leads processed automatically.

5. Monitor the Pipeline

The Pipeline page shows your leads in a Kanban board. Leads move through stages automatically as AI agents process them:

Inbound → AI Qualifying → High Intent → Ready for Human → Closed

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What's next?