FAQ

Questions before pilot

Answers about use cases, control, workflow setup and the pilot phase.

Intake

Public form

Manual lead

Meta raw lead

Operate

Review

Rules

Service selection

Convert

Offer draft

Approval

Activity

Collect every request in one prioritized workspace with status, source and review state.

Run safe internal rules for priority, review, traceability and suggestions.

Create a generic service catalog with categories, services, variants, add-ons and prices.

Mark leads for human review and track approval or rejection.

Prepare human-controlled offers with lines, revisions, preview and status policy.

See what happened across leads, rules, reviews, services and offers.

Capture requests through token-based public forms with spam and rate-limit protection.

Capture pilot interest as regular leads in the same traceable intake architecture.

No. The platform is being validated in a car-care context, but the product is built generically for many kinds of service businesses.

No. During the pilot, offers and follow-up are human-driven. Automatic sending is not enabled – the agents draft, you approve.

Lead2Book is first and foremost a structured lead operations system. The AI assesses, suggests and drafts – it never sends anything itself.

Yes. The catalog is generic and can be set up with your services, variants, add-ons, prices and durations.