How it works
From signup to your first booked meeting.
Six guided steps with our team. Teach it, connect it, set the goal — then watch your AI employee work while you handle the opportunities that matter.
The process
Six steps. One afternoon. Then it works.
This is the entire setup. No developers, no consultants, no month-long onboarding.
STEP 1
Teach LeadPilot your business
Add your services, pricing, FAQs, policies and tone of voice in plain words. Everything Pilot says later comes from this — nothing invented, ever.
Services & pricing
FAQs — 28 topics
Policies & offers
Tone of voice
Knowledge Health: 94% — Pilot answers only from this.
STEP 2
Connect your channels
Link WhatsApp Business, Instagram, Facebook, email and Google Calendar with official connections. Your numbers stay safe — and every customer becomes one thread.
Connected
Connected
Connected
Connected
Connected
Calendar
Connected
STEP 3
Set your business goal
Tell Pilot the outcome you want: “20 qualified leads this week” or “AED 50,000 in new sales”. It turns the goal into a plan with daily targets you can track.
Your goal
“Get me 20 qualified leads this week”
20
Leads
5
Meetings
7
Days
Pilot breaks it into daily targets.
STEP 4
Approve the plan
Review the plan before anything runs: who it contacts, what it says, when it follows up. Approve it, tweak it or pause it — you are always in charge.
This week’s plan
Find 200 matching prospects
Draft personal outreach
Follow-up sequence — 3 touches
Weekly content plan
STEP 5
LeadPilot works
Discovery, replies, follow-ups, bookings and content run around the clock. Every action is logged, and safety limits guard every channel.
Live activity
Replied to Sara M.
WhatsApp · 2m agoBooked viewing — Tue 14:00
Calendar · 18m agoFollow-up #2 sent
34 prospects · 1h agoNew post scheduled
Instagram · 2h agoSTEP 6
You handle the big opportunities
Hot leads arrive with full context and a score. You step in for the handshake, the negotiation, the close — the human moments that actually matter.
Hot lead · Score 91
Ahmed K. asked for pricing — ready to talk.
Full conversation history attached. Take over in one tap.
Take over chatCommon questions
No. Everything is configured in plain words — if you can write a WhatsApp message, you can teach Pilot, connect channels and approve plans.
Our team guides you through the six steps during your 2-day trial setup, and most businesses see the first qualified conversation or booking the same week.
Yes — pause any automation in one tap, take over any chat instantly, and Pilot hands the conversation back only when you say so.
Be live by this evening.
Start your 2-day free trial — no credit card required. Your first booked meeting could be days away.