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Plain-language guides to setting up and running lead2inbound. Building an integration instead? Head to the developer quickstart or the API reference.
Getting started: your first campaign, end to endThe whole setup path in order — accounts, agent, phone number, buyer, leads, go live. Connecting your accounts: which key does whatTwilio, ElevenLabs, Retell, do-not-call scrubbing, LeadRouter — what each unlocks and where to paste it. Connecting your AI voice providerRetell and ElevenLabs setup, and how to choose between them. Your AI agent: the voice that makes the callThree ways to get an agent, what a good one does, and how campaigns use it. Getting leads inConnect a lead source, import a CSV, and the consent rule that decides whether a lead can be called. Campaign settings explainedEvery setting on the campaign form: goal, caller ID, routing, calling windows, retries, voicemail, pacing, no-buyer fallbacks. Text messages: pre-call heads-up and follow-upsRaise answer rates with a heads-up text, and follow up automatically by call outcome. Email follow-ups after a callAutomatic email sequences triggered by how a call went. Buyer destinations and call routingWhere qualified calls go, and how the router picks between multiple buyers. Tracking revenue: postbacks and the LeadRouter double-checkHow dollars get attached to transferred calls. Reading your numbers: dashboard, live board, analytics, insightsWhere each number lives and what it actually means. API keys, the public API, and webhooks to your systemsLet other software send you leads, read your stats, and get told when something happens. Compliance: consent, DNC, calling hours, and opt-outsThe guardrails that are always on, and the ones you configure. Billing and your platform-fee balancePlans, the prepaid per-minute platform fee, the balance and auto-recharge, and upgrading. Team, roles, and account securityInviting teammates, what each role can do, and two-factor authentication. Your branding and your own web addressLogo, color, email sender name, and serving the app from your own domain. Why phones don't ring: caller ID reputation and screeningModern phones screen unknown callers. What to set up so your calls ring, show your name, and don't say Spam Likely. Phone numbers: rotation pools, daily caps, and spam-flag detectionBuy and release numbers, rotate your caller ID across a pool, cap calls per number per day, and spot spam-flagged numbers early. Troubleshooting: why isn't it calling?The usual reasons a lead isn't being dialed, in the order to check them.