DOCUMENTATION

Communication

Conversations, chatbots, the lead widget and SMS from one inbox.

Setting up a chatbotCreate an AI chatbot for your website, give it a knowledge base or a scripted flow, install it, and see what each chat creates in Lend1.
Replying to clients in ConversationsReply to client web chat messages from the Conversations inbox in Lend1, assign or hand off a chat, resolve and re-open it, and see who gets notified.
Capturing leads with the Lead WidgetSet up the Lend1 Lead Widget, embed its enquiry form on your website, and see how each submission becomes a contact and a deal in your pipeline.
Setting up SMS CopilotGet your workspace SMS Copilot number, verify your mobile with a 6-digit code, then text Lend1 AI to look up deals, create tasks and send invites.