Flows with AI

Instead of creating stages, sub-stages and documentation by hand, you describe what you need. The AI builds a sales flow from it. You see what it changes before anything is taken over, and you can roll back every change.

Have a new flow createdCopy link to heading

1. Open Settings → Sales → Sales flow.
2. Next to Templates, click Create with AI.
3. Describe in your own words how your sales should run. The examples below the field show how precise this may be, for example: ‘Cold outreach to trade businesses: three call attempts, then a pause; if interested, an intro call.’
4. Read the note on credits and click Create draft.
5. Watch the draft take shape: stages and sub-stages appear one after another. Afterwards, Leadmode lists every change individually.
6. Create as template saves the draft under a name as your own template. You can then edit it like any other and assign it to projects.

The new template takes over waiting times, appointment and email outcomes and the blocks from your default flow. The AI rebuilds stages, sub-stages and documentation.

Have an existing flow changedCopy link to heading

In the editor of an own template, the default flow or a project flow, there is Edit with AI. Describe what should change, for example:

• ‘For Contacting, build a chain: not reached three times, then Not reachable.’
• ‘After the intro call, add a stage Follow-up with callback.’
• ‘Rename Qualified to Warm.’

The AI receives the flow as it currently stands in the editor, including changes you have not yet saved. It only changes what you ask for and leaves everything else unchanged, with the same names, goals and waiting times.

System templates cannot be changed by the AI, because they are read-only. First create a copy with Copy as own template.

What you see before anything is taken overCopy link to heading

The result shows:

• a short sentence on what the flow now does,
• the changes, each on one line: new, changed or removed, for example ‘New sub-stage “1× not reached” in “Contacting”’ or ‘“Not reached” now leads to “2× not reached” (previously: stays here)’,
• notes when the AI suggested something that does not exist (for example a waiting time that does not exist). Leadmode catches this: an unknown target stays ‘stays here’, an unknown waiting time is removed. Mandatory stages (New, Won, Lost) are added by Leadmode if they are missing.
• the credits that the draft actually cost.

With Apply to draft the changes go into the editor. The changed places briefly light up there. With Rephrase you write your request again; with Discard you discard the draft. Neither costs anything further; only the draft itself has cost credits.

Saving works as usualCopy link to heading

The AI never saves by itself. In the editor, the draft stays until you click Save. Until then, you can return to the saved state with Discard. When saving, Leadmode checks the flow like any other change: stages and sub-stages that still contain leads, and documentation that has already been used, cannot be removed.

UndoCopy link to heading

Before every change, Leadmode stores the previous state in the History, including changes that come from the AI. In the history, such a version carries the mark AI and the sentence ‘Then: AI: …’ with your request. View shows what would change compared with the editor; Load as draft brings the version back. The last ten versions of each template, each project flow and the default flow are kept.

CreditsCopy link to heading

All AI functions of an organisation run on a shared monthly account. 1,000 credits are free each month. What is used is what the AI reads and writes: reading costs little, writing three times as much. You find your balance and usage under Settings → Plan and costs → Credits and usage.

• Before the start, you see an estimate (‘about’) and the maximum. If known, your balance is shown alongside.
• If your balance is low, you must first confirm that pay-per-use charges will apply beyond it. Only then does the draft start.
• When changing, the AI rewrites the whole flow. The larger your flow, the more credits a change costs. When creating, the consumption hardly depends on your description.
• After the draft, it says how many credits it actually used.
• A draft that you discard has also used credits. If it fails, Leadmode reports it; if the model has already replied, that counts too.
• For safety reasons, at most eight drafts in ten minutes are possible per person.

Who may do what?Copy link to heading

What the AI does not changeCopy link to heading

Appointments, replies to emails, blocks (‘Do not call again’) and the technical abort apply regardless of the flow. The AI does not build them and leaves them unchanged. It only selects waiting times from the existing ones; it does not create new ones.

Data protectionCopy link to heading

What goes to the AI is your description and the structure of the flow (names of stages, sub-stages and documentation including their goals). Contact data is never included.

See alsoCopy link to heading

• Sales flow
• AI assistant Botmode