Your business, at a glance.
The latest from your business.
Recent leads
Account health
Leads
Find a customer, check their details, and take the next step.
Inbox
Your visitors. One place to reply.
Choose a conversation
Read messages and reply here.
Results & follow-up
Track real inquiries and record the jobs you win.
Scheduled appointments
Bookings made through Leadrivo appear here automatically.
A chat booking request is not a confirmed appointment. Won jobs are marked by your team after the work is done.
What is tracked automatically?
This list shows bookings confirmed through Leadrivo and appointments still being confirmed. Appointments created elsewhere, and later edits or cancellations made directly in Google Calendar, are not synced here.
Job outcomes
Tap a lead to mark a job won or lost.
Job values are amounts you record, not verified payments. Latest 200 leads.
Your next actions
Keep private notes, flag priority leads and set your next step. Open a lead under Job outcomes, then choose “Notes & next action”. Dates are dashboard reminders; no reminder email is sent.
Conversion report
Growth and Autopilot. See the current outcomes of inquiries first received in this period. Bookings and won jobs may happen later. This is not a cash-flow or payments report.
Your improvement checklist
Autopilot. Suggestions based on your settings and inquiries in the selected report period. General questions are prompts to review, not proof the assistant answered incorrectly. Your approved business rules change only when your team saves them.
Missed-inquiry email follow-up
Growth and Autopilot. Visitors can explicitly choose one follow-up email after 24 hours without a team response. Off by default. Won jobs, confirmed bookings, closed threads, team replies and withdrawn consent stop pending follow-ups.
Setup & rule-review requests
Need a website? View the separate $499 Website Build add-on →
Manage Website Care · separate $49/month add-on →
One initial setup session (45 minutes) and one rule review per calendar month (30 minutes, Central Time). Initial response in this dashboard within two business days, Monday–Friday. Your team handles visitor chats and approves changes.
Open support desk →Teach your assistant
Tell Leadrivo what to say and when your team should help. Use your own business details; examples are only a guide.
Your business
The name visitors know you by.
See example
Bay Detail Co.
Your published website. Change it in setup so installation and allowed website origins are updated together.
See example
https://baydetail.example
The main type of work you do.
See example
Mobile car detailing
Where you work or how far you travel.
See example
Austin and nearby areas within 20 miles.
Helpful answers for visitors
List the services customers can ask about. One per line works well.
See example
Exterior wash
Interior detail
Full detail
Include opening days, times and your time zone.
See example
Monday–Friday, 9 AM–5 PM Central. Saturday, 9 AM–1 PM. Closed Sunday.
Only enter prices your assistant is allowed to share. Explain when a quote is needed.
See example
Exterior wash starts at $95. Interior detail starts at $125. Larger vehicles need a custom quote.
Explain what to collect and who confirms the appointment. Calendar hours are set in Calendar & booking.
See example
Ask for the service, vehicle type, preferred day, name and email. A request is not confirmed until the team approves it or Leadrivo confirms a calendar slot.
Tell the assistant which requests a person must handle.
See example
Send refunds, complaints, damage claims and custom discounts to our team. Do not promise refunds or make exceptions.
Messages containing any of these words go to your team. Separate words or phrases with commas.
See example
refund, damage, complaint, speak to a person
Describe the style you want, as if you were training a new teammate.
See example
Friendly and professional. Use short, clear replies. Ask one question at a time.
This is the welcome message shown when someone opens your website chat.
See example
Hi! Welcome to Bay Detail Co. Would you like help choosing a service or booking a time?
Website widget
See the widget identity and installation readiness for this business.
A time that works.
Connect Google Calendar and let visitors book available appointments.
Your Google Calendar
Only available times are shared with visitors. Your event names and details stay private.
Appointments
Manage changes and cancellations in Google Calendar. Its busy times determine new availability.
Plan & usage
Your subscription and activity, clearly laid out.