Quick Start

LeadFloAgent puts an AI assistant on your website that qualifies every lead — 24/7, even when you're with a client or asleep. This guide gets you live in under 5 minutes.

Step 1: Create Your Account

Go to leadfloagent.com and sign up. You get a 14-day free trial — enter your card details during sign-up and you will not be charged until the trial ends.

Step 2: Add Your Website

After signing in, you'll be prompted to add your first website. Enter:

• Name — e.g. "My Real Estate Site"
• Website URL — your primary website

Click Create. LeadFloAgent will start learning from your website content immediately.

Step 3: Set Your Notification Email

Go to Settings → Notifications and confirm the email address where you want new lead alerts sent. This is where you'll receive an instant email every time a visitor qualifies as a lead.

Make sure it's an address you check frequently — the faster you follow up, the better your conversion rate.

Step 4: Copy Your Embed Snippet

Go to Appearance → Embed Code and copy your snippet:

<script src="https://leadfloagent.com/widget.js?key=YOUR_WIDGET_KEY" defer></script>

Step 5: Add It to Your Website

Paste the snippet before the closing </body> tag on every page of your website.

Common platforms:

Platform	Where to paste
WordPress	Appearance → Theme Editor → footer.php, before </body>
Squarespace	Settings → Advanced → Code Injection → Footer
Wix	Settings → Custom Code → Body (End)
Webflow	Project Settings → Custom Code → Footer Code
IDX / Custom HTML	Directly before </body> in your template

For detailed instructions, see the Widget Installation guide.

Step 6: Test It

Open your website and click the chat icon. Ask a buyer or seller question, for example:

"I'm thinking of selling my home in the spring. What's the market like?"

The AI will have a natural conversation, ask about your timeline and situation, and then ask for your name, email, and phone number. Fill in test details and submit.

Step 7: Check Your Lead

Go to Dashboard → Leads. Your test lead appears within seconds, showing:

• Name, email, phone
• Intent (Buy / Sell / Rent) and timeframe
• A summary of the conversation
• Quality and urgency scores

You'll also receive a lead notification email at the address you set in Step 3.

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What the AI Does Out of the Box

Your AI is pre-configured for real estate. It already knows how to:

• Qualify buying, selling, and renting intent
• Ask about budget, timeframe, and property preferences
• Collect contact details naturally during the conversation
• Handle common objections ("just browsing", "not ready yet")

No training required to start. The AI begins qualifying leads the moment the widget is live.

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Recommended Next Steps

Make the AI smarter about your market:

1. Add your listings — the AI can reference specific properties in conversation. Go to Knowledge Base → Add URL and add your listings page, or upload a PDF of your current inventory.

2. Customize the welcome message — Go to Appearance and update the opening message to reflect your name and market. For example: "Hi, I'm Sarah's AI assistant. Looking to buy or sell in Austin? Let's chat."

3. Write custom AI instructions — Go to AI Settings → Instructions to give the AI your background, specialties, and any specific talking points. Example: "I specialize in first-time buyers in the East Side. Always mention our free buyer consultation."

4. Set up Slack notifications — Go to Integrations → Slack to get lead alerts in your Slack workspace instead of (or in addition to) email.

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Getting Help

Email hello@leadfloagent.com or use the chat widget on leadfloagent.com. We typically respond within a few hours.