The Leads module helps you keep track of potential customers from the moment they contact your business until they become a customer or are marked as lost.
Accessing Your Leads
- From the sidebar, click Leads.
- Click All Leads.
You will be taken to the Leads Management page, where you can view your existing leads and add new ones.
How Leads Are Added
There are two main ways to add leads to Booky AI:
- Manually: Enter the lead's information yourself.
- Automatically: Use the Booky AI webhook or API to send leads from external systems and automations.
1. Adding a Lead Manually
Manual lead entry is useful when you receive a lead through a source that is not already connected to Booky AI, such as a phone call, referral, or in-person inquiry.
- Open the Leads Management page.
- Click Add Lead in the top right corner.
- Enter the lead's information.
- Click Create Lead.
Contact Details
Enter the basic contact information for the lead:
- First Name: The lead's first name.
- Last Name: The lead's last name.
- Email Address: The lead's email address.
- Phone Number: The lead's phone number.
Lead Status
Choose the current stage of the lead:
- New: The lead has been added but has not yet been contacted.
- Contacted: Your business has communicated with the lead.
- Qualified: The lead has been identified as a potential customer who meets your business requirements.
- Appointment Scheduled: The lead has scheduled an appointment.
Lead Source
Select where the lead came from:
- Website
- Phone Call
- Referral
- Social Media
- Other
Notes
Add any additional information that may be useful when following up with the lead.
After entering the information, click Create Lead. The lead will be added to your system.
2. Adding Leads Automatically
You do not have to enter every lead manually. Booky AI provides a smart Lead Webhook and API that allow external systems to send leads directly into your account.
This is especially useful when you use automation platforms such as Zapier or Make. For example, you can create an automation that receives a lead from another platform and automatically sends the lead to Booky AI.
For detailed information about webhooks and APIs, see the Integrations guide.
What Happens After a Lead Is Added?
Adding a lead is only the beginning. Once the lead enters Booky AI, your AI Agent can automatically start communicating with the lead based on your configured settings.
Depending on your AI Agent configuration, communication can happen through:
- Voice Calls
- SMS
- Voice Calls and SMS
The AI Agent can communicate with the lead, answer questions, provide information, qualify the lead, and help move the lead toward an appointment or booking.
Automated Lead Follow-ups
If a lead does not respond, Booky AI can continue following up based on your lead follow-up settings.
You can configure how the AI Agent follows up with leads and how many follow-up attempts should be made before the lead is considered lost.
This helps prevent potential customers from being forgotten simply because they did not respond to the first call or message.
Configuring Lead Follow-ups
To configure your lead follow-up behavior:
- Open Lead Preferences.
- Configure your follow-up settings.
- Save your changes.
You can access Lead Preferences directly at Lead Preferences.
Why Automated Lead Management Matters
Without automation, a new lead can easily sit unanswered while you are busy with other work. Booky AI can respond to new leads and continue follow-ups according to your settings, helping you maintain consistent communication without manually managing every interaction.