Settings

How LeadPilot works for No Workspace Selected. Everything here is in plain language — change something and hit Save.

Business profile

The basics LeadPilot uses when it talks to your customers.

Shows up in messages and bookings.

AI behavior

How your AI sales employee is allowed to act.

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Qualification & scoring

Which leads deserve your attention first.

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Follow-ups

Polite nudges for leads who go quiet.

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Notifications

What pings you and your team.

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Team roles

What each person on your team is allowed to do.

Owner

Full control. Can change every setting, invite people and remove them.

Admin

Can change settings and manage leads, but cannot remove the owner.

Sales Agent

Works the leads: replies, books appointments, follows up. Cannot change settings.

Viewer

Can look at leads, bookings and reports, but cannot change anything.

Danger zone

Things you can't undo — proceed carefully.

Reset all settings

Puts every setting on this page back to its default. Your leads, bookings and messages are not touched.