Welcome to the Lead the WAi Showcase!

We’re excited to welcome you to the official home of Lead the WAi — our AI-powered marketing and sales platform designed specifically for UK small businesses, agencies, freelancers, and founders. If you’ve ever felt overwhelmed by scattered tools, repetitive admin, or the constant pressure to “do more,” this series is for you.

At WAi Forward, we understand the reality of modern marketing. Most teams are juggling a patchwork of CRM systems, social schedulers, spreadsheets, email tools, and manual processes. It’s time-consuming, it’s fragmented, and it often leaves you feeling like you’re permanently catching up rather than moving forward with intent.

Lead the WAi exists to change that — by giving you a single, structured place to plan, automate, and review your marketing and sales activity with help from AI that actually understands your workflows.

The Lead the WAi showcase — exploring structured, AI-powered marketing and sales workflows.

What Is Lead the WAi?

Lead the WAi is an AI-driven CRM and marketing automation platform that helps you attract, engage, and convert leads more effectively. Built on our structured automation engine, RunWAi, it gives you clarity, control, and intelligent support across your entire marketing workflow, instead of scattering your efforts across dozens of disconnected tools.

Under the hood, everything in Lead the WAi is modelled as an object: leads, appointments, posts, emails, campaigns, and more. That structure is what allows the AI to help you in a meaningful, predictable way. It can suggest next actions, schedule tasks, generate content, and surface insight without taking control away from you.

This introductory post is here to give you a tour of the main areas of the platform and to set expectations for the content series that will follow. Future posts will dive into specific use-cases, tutorials, and real examples from day-to-day marketing work.

The Home Page — Your Daily Command Centre

The home page is where you land when you log in — a focused view of what matters today. Instead of a generic dashboard, you see a clear list of “events”: things that either need your attention or will happen on your behalf.

Events currently come in three flavours. Manual events are tasks you need to complete yourself, such as drafting a new email or reviewing a campaign. Automating events are actions the system will carry out for you at a scheduled time, such as sending a batch of posts or emails. Conversational events are where the AI starts the conversation: it asks you a question, presents a suggestion, or checks something before it updates your data.

Clicking a manual or automated event opens the detailed view of the underlying object so you can make changes or approve the plan. Clicking a conversational event opens a chat session that’s already context-aware, so you’re not starting from a blank prompt — you’re responding to something specific the AI has noticed.

The Home page shows today’s events: what you need to do, what will run automatically, and where the AI is asking for your input.

You can move forwards and backwards through time using the date selector to review what has happened and what is coming up. Over time, this becomes your operational heartbeat: one place to see how your marketing and sales work is progressing without digging through multiple inboxes, spreadsheets, and tools.

The Library — Organise, Build, and Shape Your Workflows

If the home page is about “today”, the library is about the overall system you’re building. It’s where you organise your objects: posts, leads, appointments, emails, and more. Each tile in the library represents a type of object, with a visual summary on the front and the underlying records on the back.

The charts on the front of each tile give you a quick feel for how things are distributed. For example, you might see how many posts are still in draft versus composed, or how many appointments are available, scheduled, completed, or cancelled. Flipping a tile over reveals the actual objects, which you can open, edit, or rearrange.

The Library gives you a structured view of posts, leads, appointments, and emails, with quick status summaries and detailed lists behind each tile.

You can add new objects, delete old ones, and even drag objects into each other to use them a bit like folders. The library is where you set things up, tidy them, and keep your system maintainable. It’s more macro than the home page, but still very action-oriented — ideal for “setup days” or quarterly reviews where you want to get everything back into a healthy state.

The Overview Page — Visual Intelligence for Better Decisions

The overview page takes the same underlying objects and shows them through different lenses so you can spot trends and make decisions more confidently. Right now, there are three main ways to view your data: time series charts, geographic maps, and temporal (Gantt-style) timelines.

Time series charts help you see volumes over time — for example, how many leads were created each day, or how your posting activity changes across weeks and months. Geographic views place your data on a map so you can see where leads or appointments are clustered. Temporal timelines let you see events laid out along a calendar, which is especially useful for campaigns, long-running appointments, or content plans.

The Overview page turns your objects into time series, maps, and timelines so you can see patterns instead of just lists.

You can configure these charts using the simple controls under each view — choosing which object type to analyse, which attributes to focus on, and how the chart should behave. Alternatively, you can let the AI help: describing what you want to see in the chat and allowing it to set up the view for you. Either way, the goal is the same: turn raw activity into something you can reason about at a glance.

The Chat — An Assistant That Understands Your Workspace

Throughout the platform you have access to our built-in assistant, Chat Daemon. It behaves very differently from a generic chat box bolted onto the side of an app. Because it understands your objects, your roles, and your current context, it can do things like navigate to specific pages, surface particular posts or leads, or build a chart on the overview page without you hunting around for settings.

You can type messages, give voice commands, or trigger voice input using keyboard shortcuts. The assistant can answer questions, of course, but it can also act: finding your most recent post, showing upcoming appointments for a particular lead, or moving you to the right part of the platform when you ask for something. When a conversational event on the home page opens the chat, it will already be focused on the task at hand.

Chat Daemon lives across the platform, letting you search, navigate, and act using natural conversation.

Over time, the aim is for Chat Daemon to feel less like a separate feature and more like a layer of intelligence that lives across the whole platform — always available, but never in the way.

User Profile — Preferences, Integrations, and Transparency

Your user profile pulls together the personal side of the platform: notifications, account details, and the preferences that shape how the system behaves for you. Here you can set your timezone and currency, control whether certain AI actions require explicit approval, and review your usage allowances for things like emails, objects, and image generations.

The User Profile brings together notifications, preferences, allowances, integrations, and subscriptions in one place.

The profile also shows your integrations, such as Google, LinkedIn, Postmark, and OpenAI. Rather than hiding these in a settings menu, we present them clearly so you always know what is connected and how your data is flowing. Subscriptions are listed in the same place, giving you a straightforward view of what you’re paying for and what’s active.

Company Profile — Teams, Roles, and Access

Alongside individual preferences, Lead the WAi also supports structured company-level control. The company profile is where you define how your organisation shows up in the system: basic details, team members, and the roles that describe who can do what.

The Company Profile gives you a clear view of your organisation, team members, and role-based permissions.

Roles let you be very explicit about permissions. You might grant a collaborator access to Lead the WAi but not to finance tools, or allow someone to define posts while restricting their ability to send emails. Those same roles are also visible to the AI, so when it carries out actions on your behalf, it does so within the boundaries you’ve set.

The result is a platform that can support solo founders, small teams, and agencies working across multiple clients — all with clear lines around who owns which actions.

Why This Series Matters

This introductory post is just the starting point. Over the coming weeks, we’ll be publishing deeper dives into how to use AI-assisted CRM, build lead nurturing automation, schedule and optimise your content, run email outreach, and make sense of engagement data without drowning in it. We’ll also share behind-the-scenes looks at how we design and test automation inside Lead the WAi itself.

The aim is simple: help you feel confident using AI in your marketing and sales, without the overwhelm. We’ll focus on practical, SME-friendly workflows that you can adapt to your own business, using language that makes sense whether you’re a marketer, founder, or agency owner.

Follow Along and Lead the WAi

We’d love for you to follow this page and join us on the journey. Whether you’re just beginning to explore automation or already experimenting with AI tools, you’ll find guidance, clarity, and honest examples here — not hype.

If you’re curious about trying Lead the WAi in your own business, you can apply for access here. In the meantime, we’ll keep sharing what we’re building, what we’re learning, and how you can put structured AI to work in a way that respects your time and your customers.

Thanks for being here — let’s Lead the WAi together.