Documentation
Home
Getting Started
Lead Management
User Management
Task Management
Mobile App & Notifications
Lead Organization
Lead Statuses
Lead Types
Lead Tags
Custom Fields
Deal Flow
Deal Flow Overview
AI Features (Ledo)
Focus Mode
Ledo Says (Coaching)
Ask Ledo
Agentic Commands
Ledo Lookup
Data Enrichment
Summary Generation
Automations
Email Automation
Meeting Assistant
Auto-Cleanup & Rules
Scheduling
Meeting Booking
Prospecting
Discovery
Outreach
SMS Messaging
Integrations
WordPress
Webflow
Shopify
DecoNetwork
Google Calendar
MailChimp
Gravity Forms
Facebook Lead Ads
LinkedIn Sign In
LinkedIn Lead Gen
LinkedIn Conversions API
Company
Company Settings
Billing
Billing & Subscription
Support
Getting Help
Ledo Says - Daily AI Coaching
The Ledo Says card on your dashboard provides personalized, AI-powered suggestions to help you stay productive and close more deals. Ledo analyzes your pipeline data daily and offers actionable recommendations tailored to your business.
Where to Find Ledo Says
The Ledo Says card appears on your dashboard:
- Main Dashboard - In the left column, below the KPI metrics
- Shopify Dashboard - Below the KPI metrics, showing e-commerce specific insights
What Ledo Says Provides
Daily Summary
A brief overview of your pipeline health:- Total active leads
- New leads requiring attention
- Leads needing follow-up
- Activity since your last login
Actionable Suggestions
Three specific, data-driven suggestions to help you:- Prioritize high-value leads
- Re-engage stale prospects
- Optimize your sales process
- Leverage LeadMachine tools effectively
Acting on Suggestions
Each suggestion has two action buttons:
Add as Task (+)
Click the + button to turn any suggestion into a task:- The suggestion becomes the task title
- You can set a due date and priority
- Link it to a specific lead if relevant
- This is positive feedback - Ledo learns that you found this suggestion useful
Dismiss (X)
Click the X button to dismiss suggestions that aren't relevant:- The suggestion is removed from your list
- Ledo learns from this feedback - similar suggestions will be avoided in the future
- Use this when a suggestion doesn't apply to your situation
How Ledo Learns
Ledo uses your feedback to improve over time:
Positive Learning (Adding tasks):
- When you add a suggestion as a task, Ledo knows this type of recommendation was helpful
- Future suggestions will continue to include similar actionable advice
Negative Learning (Dismissing):
- When you dismiss a suggestion, Ledo remembers
- Future suggestions will avoid similar recommendations
- This helps personalize advice to your specific needs and workflow
The more you interact with Ledo Says, the better the suggestions become.
Refreshing Suggestions
Click the refresh button (circular arrow) in the card header to:
- Get fresh suggestions based on current data
- See updated pipeline metrics
- Useful after making significant changes to your leads
Suggestion Types
Pipeline Management
- "Follow up with stale leads"
- "Qualify new prospects"
- "Focus on high-value opportunities"
Tool Recommendations
- "Use AI enrichment for better insights"
- "Connect MailChimp for email campaigns"
- "Set up automated workflows"
Engagement Strategies
- "Re-engage inactive leads"
- "Launch targeted campaigns"
- "Schedule follow-up calls"
Shopify-Specific (Shopify Dashboard)
- "Reach out to repeat customers"
- "Engage new customers with welcome emails"
- "Promote top-selling products"
Tips for Best Results
- Check daily - Suggestions refresh based on current data
- Take action - Add relevant suggestions as tasks to stay organized
- Dismiss freely - Help Ledo learn what's not relevant to you
- Combine with Ask Ledo - Use Ask Ledo to dig deeper into specific insights
Privacy
- Suggestions are generated using only your company's data
- Dismissed suggestions are stored per-user (not shared with team)
- Your feedback helps improve your personal experience
Looking for a more guided experience? Try Focus Mode - instead of seeing multiple suggestions at once, Ledo presents one clear action at a time, helping you stay in flow.
Related Documentation:
- Focus Mode - AI-guided workflow, one action at a time
- Ask Ledo - Chat with your CRM data
- Task Management - Managing tasks created from suggestions
- Lead Management - Working with your leads
Frequently Asked Questions
Ledo Says shows personalized tips on your dashboard based on your pipeline activity, helping you prioritize and improve.
Ledo generates fresh suggestions daily based on your current pipeline state and recent activity.
Yes, click the X to dismiss. Ledo will show different suggestions next time.