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Ask Ledo - Your CRM Assistant
Ask Ledo is your intelligent assistant that can answer questions about your leads, pipeline, and sales performance. Ledo has access to your company's CRM data and provides instant, data-driven insights.
Where to Find Ask Ledo
The Ask Ledo chat card appears on your dashboard:
- Main Dashboard - Below the "Today's Summary" card
- Shopify Dashboard - Below the "Daily Advisor" card
How to Use Ask Ledo
- Type your question in the chat input field
- Press Enter or click the Send button
- Ledo will analyze your CRM data and respond
- Lead names in responses are clickable links to their detail pages
Voice Input
You can speak your questions instead of typing! Click the microphone icon (🎤) next to the send button to use voice input.
How to Use Voice Input:
- Click the microphone icon to start listening
- Speak your question clearly
- The icon will turn red while recording
- Your speech will be converted to text in the input field
- Press Enter or click Send to submit your question
Tips for Voice Input:
- Speak clearly and at a natural pace
- The recording automatically stops after a brief pause
- Click the mic icon again to stop recording manually
- Works best in quiet environments
- Supported on Chrome, Edge, Safari, and most modern browsers
On Mobile (PWA):
- Grant microphone permission when prompted
- Recording has a 30-second timeout to prevent battery drain
- If the interface becomes unresponsive, close and reopen the chat modal
Note: Voice input uses your browser's built-in speech recognition (Web Speech API). Your audio is processed locally or through your browser vendor's speech services - it is not stored by LeadMachine.
Example Questions
Pipeline & Status Questions
- "How many leads do I have?"
- "What's my pipeline breakdown by status?"
- "How many new leads this week vs last week?"
- "How many stale leads need attention?"
Geographic Questions
- "Which state has the most leads?"
- "Which city has the most leads?"
- "Show me leads in Arkansas"
- "What are my top 5 cities for leads?"
Lead Source Questions
- "What's my top lead source?"
- "How many Shopify customers do I have?"
- "Where are my leads coming from?"
Specific Lead Questions
- "Tell me about [lead name]"
- "Which leads look most promising?"
- "Who should I follow up with?"
- "Show me my recent leads"
Performance Questions
- "How am I doing this week?"
- "What's my conversion rate?"
- "Who are my best customers?"
Understanding Responses
Clickable Lead Names
When Ledo mentions specific leads, their names appear as clickable links. Click any lead name to go directly to their detail page.Data-Driven Insights
Ledo uses your actual CRM data to provide answers, including:- Total lead counts and status breakdown
- Leads by state and city (top 10)
- Leads by source (top 5)
- Recent lead activity
- Stale lead counts (no activity in 14+ days)
- Weekly comparison data
Actions Ledo Can Perform
Ledo can execute 10 agentic actions on your behalf through natural language commands. These work in both chat and SMS.
Quick Reference
| Category | Actions |
| ---------- | --------- |
| Leads | Update lead, Add note, Add tag |
| Tasks | Create task |
| Deals | Create deal, Move stage, Add lead to deal, Update deal, Close won, Close lost |
Common Examples
Lead Commands:
- "Mark John Smith as qualified"
- "Add a note to Sarah: Great call today"
- "Tag Jane as VIP"
Task Commands:
- "Create a task to call Steve tomorrow at 3pm"
- "Remind me to send the proposal by Friday"
Deal Commands:
- "Create a deal for John worth $50k"
- "Move the Acme deal to Proposal"
- "Mark the Smith deal as won"
Ledo confirms each action with a success message.
> Full Documentation: See Ledo Agentic Commands for all 10 actions with detailed parameters and examples for both chat and SMS.
Tips for Best Results
- Be specific - "Which state has the most leads?" works better than "where are my leads?"
- Ask about data you have - Ledo can only answer based on your CRM data
- Use follow-up questions - You can ask clarifying questions in the same chat session
- Clear the chat - Click the trash icon to start a fresh conversation
Limitations
- Ledo can only access data for your company
- Recent leads are limited to the 20 most recently updated
- Recent activity is limited to the 15 most recent actions
- Geographic data requires leads to have state/city information filled in
Troubleshooting
"Unable to generate a response"
- Try rephrasing your question
- Make sure your question relates to CRM data
- Check that the Gemini API key is configured (SuperAdmin Settings)
"AI service not configured"
- Contact your administrator to set up the Gemini API key
No lead links appearing
- Ledo will only link leads that exist in the data it received
- For very specific lead searches, the lead may not be in the recent 20
Privacy & Security
- Ledo only accesses data within your company
- Questions and responses are not stored permanently
- Ledo cannot access other companies' data
- All communication uses secure HTTPS
Related Documentation:
- Ledo Says - Daily Coaching - Get personalized AI suggestions on your dashboard
- AI Data Enrichment - Automatically research and enrich lead data
- AI Summary Generation - Generate summaries for leads
- Lead Management - Managing your leads
Frequently Asked Questions
Instead of building reports, just ask Ledo in plain English. Ask "Who should I follow up with today?" or "What's our conversion rate this quarter?" and get instant answers.
Ask about leads ("Show me hot prospects"), pipeline ("How many deals are closing this month?"), analytics ("What's our average deal size?"), or actions ("Draft a follow-up email for John").
Yes, Ledo has secure read access to your leads, tasks, notes, and company data to provide accurate, personalized insights.