LeadFlow Documentation
Everything you need to manage your insurance lead automation from the dashboard.
LeadFlow automates your insurance lead follow-up. Leads come in from your CRM, AI writes personalized emails, monitors replies, classifies intent, and escalates warm leads to your agents — all without you lifting a finger.
This guide covers everything you need to manage your leads from the dashboard, from initial setup to advanced configuration.
New to LeadFlow? Start with the Getting Started guide to log in and configure your brand settings.
Getting Started
Log in, set up your brand, and learn the dashboard.
Conversations
Search leads, view threads, and send manual replies.
Lead Pipeline
Understand lead statuses and intent classification.
AI Emails
How AI personalizes every outbound email.
Escalation
Automatic triggers, manual escalation, and agent assignment.
Team Management
Add members, set specialties, and manage routing.
Analytics
KPI cards, performance charts, and time period filters.
Settings
Brand settings, escalation rules, sender accounts.