Help & Support
Help setting up and using LeadPilot.
Setup guidance, answers to common questions, and how to reach us.
Pre-launch support is provided by email. Response times are confirmed on request; there is no 24/7 coverage, live chat, phone line or guaranteed response time yet.
Setup checklist
Create your account and business workspace
Sign up with email, then follow the setup steps: business name, industry and contact details.
Choose your industry preset
This sets your service list, value tiers and wording, so lead scores make sense for your business.
Bring in your inquiries
Add a lead by hand, import a CSV from Leads → Import CSV, or connect a website form from Connections.
Set up your team
In Account & company settings, review team roles (owner, manager, employee).
Review follow-ups
Follow-ups wait for owner approval. Nothing is sent to customers automatically, and emergency stops are available in Safety controls.
Check your dashboard and reports
See priorities, close rate and received-date reports once your records are in.
Find an answer
Showing all guided fixes and questions.
Guided fixes
CSV import errors
- Download the sample CSV from Leads → Import CSV and compare your column headers.
- Each row needs a name plus an email or phone number; rows missing both are skipped.
- Check the preview: it lists every row problem before anything is saved.
- If the message says the active-lead limit would be exceeded, nothing was imported — see “Plan limit reached”.
- Only owners and managers can import, and imports are capped at 2,000 rows per hour.
Still stuck? Email support below with your business name and the page you were on.
Website form inquiries not arriving
- Open Connections and confirm the website form connection is Active.
- Check the connection's recent activity: refused attempts show a reason (for example invalid key, paused intake or plan limit).
- Make sure your form sends to the endpoint shown in Connections with the current key; rotated keys stop old ones working.
- In Account → Safety controls, check that an emergency stop for incoming inquiries is off.
- Send one test entry with fictional details, then look for it on the Leads page.
Still stuck? Email support below with your business name and the page you were on.
Plan limit reached
- The workspace bar shows active leads and seats used against your plan.
- Active leads are open pipeline leads; Booked, Lost and deleted leads don't count — not a monthly quota.
- Mark finished leads Booked or Lost to free space; nothing is deleted.
- During the trial you get Growth limits (3 seats, 500 active leads).
- Website form entries over the limit are refused and shown in the connection's activity.
Still stuck? Email support below with your business name and the page you were on.
Trial ended or workspace is read-only
- Employees have view-only access by design; ask an owner or manager if you need to edit.
- After the 7-day trial the workspace is read-only: you can view and export, but not add or edit.
- Nothing is charged and nothing is deleted.
- Use “Export leads (CSV)” in the workspace bar to keep a copy.
- Paid plans are not purchasable yet; email support if you need more time.
Still stuck? Email support below with your business name and the page you were on.
A follow-up was not sent
- LeadPilot never sends to customers automatically: each follow-up waits for owner approval.
- Open the Follow-ups view or Account → Safety controls to review pending follow-ups.
- Check that no emergency stop for follow-ups is on.
- Leads without consent or without an email address are not eligible.
- Reply drafts in lead details are copy-only — send them from your own email.
Still stuck? Email support below with your business name and the page you were on.
Frequently asked questions
- Is support available 24/7?
- Not yet. During pre-launch, support is by email and response times are confirmed on request.
- Is there an AI help assistant?
- Not yet. An assistant with handoff to a person is planned and will be announced when it is available.
- What does the trial include?
- One 7-day free trial with Growth features, no card required. When it ends you choose a plan; until then the workspace is read-only and nothing is deleted.
- What happens when I reach my plan's lead or seat limit?
- Limits count active pipeline leads (not Booked, Lost or deleted) and team seats — not leads per month. At the limit, new leads (manual, CSV or website form) and new seats are refused with a clear message; nothing existing is deleted or hidden. The trial uses Growth limits. Your current usage shows in the workspace bar.
- Can someone set it up with me?
- Guided onboarding is proposed at $99 one-time. It is request-only and optional — nothing is charged through this site.
- Can LeadPilot staff see my records?
- Not by default. An owner can grant temporary, revocable support access for up to 24 hours, and every grant and use is recorded in the audit trail.
- How do I export my data?
- Owners can export records from the workspace at any time, including after the trial ends.
How issues are escalated
1. Self-help
Start with the setup checklist and FAQs on this page.
2. Email support
Email us with your business name, what you expected, what happened, and the page you were on. Never include customer passwords or sensitive personal details.
3. Escalation to a person
Bugs that block your work, suspected outages, security or privacy concerns, and billing questions are always reviewed by a person. Mark your email subject "Urgent" for these.
4. Temporary support access (if needed)
If we need to look at your workspace, we will ask the owner to grant time-limited access. We never access your records without that grant.