Connecting Your Channels
Where your leads come from
You can connect as many of these as apply to your business — from the Setup screen. Here's exactly what each one needs from you.
WhatsApp Business number
The number your customers already message. Fully white-glove: just type your number in on the Setup screen and our team connects it — nothing technical required on your end.
You'll also set a separate personal WhatsApp number — that one's just for receiving your daily digest and texting in for an on-demand update (see Your Daily Routine). Two different numbers, two different jobs.
Website chat widget
Self-serve: connecting generates a small snippet you paste into your website (with step-by-step instructions for WordPress, Wix, and Squarespace). You'll also enter your site's domain so the widget only ever runs on your own site. If you'd rather not touch your website yourself, there's an option to send us access and we'll install it for you.
Website contact form
Self-serve: you get a unique webhook URL to paste into your existing contact form's submit/webhook setting, with step-by-step guidance for common form builders.
Google Ads Lead Form
Self-serve: you get a webhook URL and a matching key to paste into your Google Ads Lead Form asset's webhook delivery settings.
Meta Lead Ads
Connect with your Facebook login — a standard permission screen, no manual copying of URLs. Once approved, new leads from your Facebook lead ads flow in automatically.
Instagram DM & Messenger
Coming soon. These are built and go through the same Facebook connect flow as Meta Lead Ads, but aren't live yet while Meta reviews platform-level access. No date to share yet — check back, or ask us directly.
Company documents
Not a lead channel, but connected the same way: upload a price list, brochure, or FAQ sheet on the Setup screen and your onboarding assistant reads it straight into your knowledge base. The file itself is read once and discarded — never stored.