Lead the WAi How-to Guides

Guide index

Select any section or subsection to open its dedicated how-to article.

1. 1 Getting Started

   Get set up and understand how to begin using Lead the WAi effectively.

   1. 1.1 Onboarding

      Complete onboarding and configure your first working setup.

2. 2 Profile Page

   Manage your account details and business settings.

   1. 2.1 User Profile

      Update personal details, preferences, and notification settings.

   2. 2.2 Company Profile

      Maintain organisation information, branding, and defaults.

3. 3 Home Page

   Understand the dashboard and the most important daily actions.

4. 4 Library Page

   Understand how to manage your data.

5. 5 Overview Page

   Use overview insights to track performance and activity.

6. 6 Chat

   Use chat to accelerate lead handling and team communication.

7. 7 Resource Viewer

   Open, review, and manage details in resource view.

8. 8 Attributes

   Understand and update the default user-facing object attributes.

   1. 8.1 Name

      Rename objects and keep labels consistent across the platform.

   2. 8.2 Description

      Use structured descriptions to improve context and recommendations.

   3. 8.3 Status

      Drive lifecycle progression, automation, and audit visibility.

   4. 8.4 Value

      Capture numeric business value for prioritisation and scoring.

9. 9 Actions

   Use default object actions to create, route, and complete work.

   1. 9.1 New

      Create a new subobject under the current resource.

   2. 9.2 Delete

      Remove an object and its configured subobjects.

   3. 9.3 Move

      Move objects between contexts and parent locations.

   4. 9.4 Research

      Generate notes and recommendations for a resource.

   5. 9.5 Assign

      Assign objects to a user with optional status updates.

   6. 9.6 Submit

      Submit objects through company workflow and ownership rules.

10. 10 Resources

    Create and manage each resource type in your workspace.

    1. 10.1 Post

       Publish and manage posts for campaigns and updates.

    2. 10.2 Lead

       Add, qualify, and progress leads through your pipeline.

    3. 10.3 Message

       Compose, send, and track direct messages.

    4. 10.4 Appointment

       Schedule and manage appointments from first contact to follow-up.