AI assistant Botmode

Botmode is the AI assistant in Leadmode. You find it as a sparkle icon at the bottom right, next to the buttons for the mailbox and chat. Click it to open the conversation window. Close it with the cross. The mailbox, chat and Botmode are never open at the same time.

First useCopy link to heading

When you open it for the first time, a note on how to use it appears. Confirm it once with Got it. Only then can you write.

What Botmode can doCopy link to heading

• Explain: where something is in Leadmode and how a function fits together. Botmode knows the entire guide, not only the setup. You could ask it, for example: ‘How do I set up a sales flow so that leads not reached come back after three days?’ It answers with short steps and the way through the menu, and opens the page on request.
• Guide you through the setup: The assistant knows the setup status of your organisation and suggests the next step. Suggestions in the empty window are, for example, ‘What do I need to set up first?’, ‘Fill in billing data’ or ‘Connect email mailbox’.
• Open pages and highlight fields: It switches to the matching page or settings tab and highlights fields.
• Fill in fields as a draft: It enters values that you give it.
• Trigger buttons: Save, send, connect, test or delete it only does after you have clicked Confirm on a card. For deletion, the card is called ‘Really run?’ with the button ‘Yes, run it’. With Cancel you decline.
• Follow-up questions: If it lacks a detail, a question appears with choice buttons and a field ‘Your own answer …’. You can also answer directly in the input field.

While it works, the window shows the individual steps (‘running’, ‘done’, ‘problem’). With the square button (Stop) you abort.

OperationCopy link to heading

1. Write at the bottom at ‘Ask me something …’ and send with Enter or the arrow button. For a line break, use Shift + Enter.
2. Speech input: Click the microphone, speak and end with the square. The cross or Esc discards the recording. The recognised text appears in the input field; you can edit it. The recording is not saved. It stops after 90 seconds.
3. Under each answer you copy the text with the copy icon.
4. New conversation (plus icon) starts from the beginning.

The conversation history is only stored in your browser, not on the server. For long conversations, Botmode summarises older messages (‘Older messages are summarised’).

What Botmode sees and does not doCopy link to heading

• It only sees the state of the settings, not the values of your fields. Of fields, it knows the label, the type, whether they are mandatory, whether they are filled in and whether they show an error.
• It does not read pages with personal data, for example leads, project work, mailbox, recordings, calendar, employees and the dashboard. It reads settings, projects, import, flow pipelines and finance.
• It never fills in passwords, keys, tokens, IBAN and PIN. It marks these fields; you enter them yourself.
• It only has the rights you also have. What is locked for you, it cannot unlock.
• If something fails or the model is slow, a message with Try again appears in the window.

CreditsCopy link to heading

Botmode and all other AI features (for example transcription, conversation analysis and mail summaries) use credits of your organisation. You see the balance under Settings → Plan and costs → Credits and usage.

• Every seat comes with free credits each month: Spark 100, Boost 300, Professional 1,000. The free quota applies for one month.
• Purchased credit packs do not expire and are used after the free quota.
• Once both are used up, the AI only keeps running if your organisation has a subscription or an active trial. The extra usage is then billed as pay-per-use.
• Without a subscription and without an active trial, the AI pauses until the free quota starts again next month or you buy a pack. The credit overview shows this.

Next to the tabs under Credits and usage, your current balance is always shown.

Earn free creditsCopy link to heading

Under Settings → Account → Free credits, every member earns extra credits for the organisation. Guests do not see the area; in the demo organisation it is locked. Your current balance is shown at the top.

• Follow us: 500 credits for each Leadmode channel you follow (LinkedIn, Instagram, YouTube, TikTok). Follow opens the channel; then you confirm with I already follow. Each channel counts once per organisation.
• Recommend Leadmode: 2,000 credits per invitation. Enter email addresses (up to ten at a time) and click Send invitation. Leadmode invites the people on your behalf; replies go to you. Addresses that already have a Leadmode account are marked ‘Already registered’ and cannot be invited. The credits are granted once per invited organisation, as soon as it has booked a plan with a card on file.

Under Invited by you you see the status of each invitation: Invited, Registered, Credited or Expired. An invitation is valid for 60 days.

Unlike the free monthly quota, these credits do not expire. They count like purchased credits.

LimitsCopy link to heading

• For each request it only carries out a limited number of steps. For very long tasks, it writes at the end what has been done and what is missing. Then make a new request.
• It can make mistakes. Check drafts before saving.
• If Botmode pauses, a note appears in the window.

See alsoCopy link to heading

• AI analyses
• Roles and permissions