Bulk SMS

Database reactivation — send a personalized SMS to multiple leads at once.

Target Leads All Leads with Phone Numbers New Lead Qualifying Quote in Progress Quoted Closed Won Closed Lost Choose which pipeline stage(s) to target, or send to all leads.

0 leads will receive this message.

Message Use {{first_name}} or {{first.name}} for first name, {{last_name}} for last name.

Preview As Sample Lead (John Smith)

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AI Settings

Manage AI SMS agent configuration, prompts, and automation settings.

Account Type

External External workspaces can fully customize AI prompts.

Key Source

Customer Keys Using your own API keys from settings.

Twilio Numbers

0 Assign receiving numbers before enabling live SMS.

SMS Agent Configuration

Configure how the AI responds to inbound SMS messages.

General Settings

AI Model GPT-4o GPT-4 GPT-3.5 Turbo

Primary Twilio Number

Reply Delay (seconds) Delay before AI responds to simulate human typing

Max SMS Words Maximum words per SMS response

AI Enabled Auto Reply AI Nurture / Call-back On-site Appointments On-site Enabled Quote Drafting Lead Scoring Auto-Call Inbound Leads

Call-back Settings (AI schedules human rep call)

SMS Agent Name Name the SMS AI uses when scheduling callbacks

Available From

Available Until

Special Offers

Auto-send welcome message to new leads When enabled, this message is automatically sent via SMS as soon as a new lead with a phone number is created (via dashboard, API, or integrations).

Welcome Message Hi {{first_name}}, thanks for reaching out! Use {{first_name}} to insert the lead's name. This is the first message leads receive from your Twilio number.

On-site Appointment Settings

Service Location(s) (Base) Enter each service location on a new line

Maximum Travel Distance

Unit Kilometers (km) Miles (mi)

Preparation Required From Customers

Quote Follow-Up Automation

Automate Quote Follow-Up AI will automatically follow up if quote is not approved/accepted

Days Until Follow-Up

Follow-Up Message Hi {{first_name}}, just following up on your quote. Let us know if you have any questions! Use {{first_name}} for personalization

Quote Pricing Config

Define your pricing items (material costs, labour rates, per m², per kW, etc.) so AI can auto-generate line items when drafting quotes.

Add Pricing Item

Tax Rate (%)

Tax Mode Add GST (prices excl. GST) Include GST (prices incl. GST)

Currency

Pricing Formula / Notes Describe your pricing formula or any notes the AI should consider when calculating quotes.

AI System Prompt

SMS Prompt

Customize how the AI responds to leads. Use {{first_name}} for personalization.

Save AI Settings

Voice AI Configuration

Configure your VAPI voice agent for inbound and outbound calls.

Test Agent

Agent Status

Inactive Voice agent is not configured

Key Source

— External users must provide their own VAPI key

Total Calls

0 Calls processed through voice agent

VAPI Phone Number ID The ID of a phone number registered in your VAPI account. Required for outbound calls. Find it in the VAPI Dashboard → Phone Numbers.

VAPI Assistant ID Required for external users. Internal users have this pre-configured.

Agent Name

Model GPT-4o GPT-4 GPT-3.5 Turbo

ElevenLabs Voice ID Enter an ElevenLabs voice ID. Find IDs at elevenlabs.io/voice-library.

Voice Agent Select a voice… Choose a preset voice or enter a custom ElevenLabs Voice ID.

Custom ElevenLabs Voice ID Enter a voice ID from elevenlabs.io/voice-library.

Max Duration (seconds)

Transfer Phone Number Number to transfer calls to when requested

System Prompt

Greeting Message

Voice Agent Active

Save Voice Configuration

Voice AI Logs

Full call history with transcripts and recordings.

All Statuses Completed Missed Failed Voicemail In Progress All Directions Inbound Outbound Refresh

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Team Members

Active members and pending invites for this workspace.

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Invite a Team Member

They'll receive an email with a link to set up their account. Once accepted they'll appear as an active member above.

Email *

Full Name (optional)

Phone (optional)

Send Invite

AI Performance

See how your AI agents are performing and improving over time.

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AI vs Human Conversion

Compare conversion rates between AI-handled and human-handled leads.

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AI Knowledge Base

Learnings your AI has extracted from past interactions. These are automatically injected into future conversations.

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Industry Insights

Anonymized benchmarks from across the QuoteLeads network. The more companies on the platform, the smarter everyone gets.

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API Keys

Create and manage API tokens for programmatic access to your data. Tokens are shown only once — copy them immediately.

Create API Key

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New API Key

Name your key and select the permissions it should have.

Key Name

ExpiresNever30 days90 days1 year

Read Leads Write Leads Read Quotes Read Appointments Read Voice Calls Read Pipeline Send SMS

Generate KeyCancel

🔑 API Key Created

Copy this key now — it will not be shown again.

Copy

Done

Webhooks

Receive real-time notifications when events happen in your account. Payloads are signed with HMAC-SHA256.

Add Webhook

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New Webhook

Enter the URL and select which events should trigger a POST request.

Endpoint URL

Lead Created Lead Updated Quote Accepted Quote Declined Appointment Booked Call Completed Sale Completed

Save WebhookCancel

🔒 Webhook Signing Secret

Copy this secret now — it will not be shown again. Use it to verify webhook signatures.

Copy

Done

Recent Deliveries

Last 50 webhook delivery attempts across all endpoints.

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API Documentation

Use these endpoints with your API key to integrate with external tools.

Base URL: https://api.quoteleadshq.com/v1

Leads

GET /v1/leads — List leads (paginated, filterable by stage/ai_status/search)

POST /v1/leads — Create a lead (name, phone, email, etc.)

GET /v1/leads/:id — Get a single lead

PATCH /v1/leads/:id — Update a lead

Quotes

GET /v1/quotes — List quotes (filterable by status)

GET /v1/quotes/:id — Get a single quote with line items

SMS

POST /v1/sms — Send SMS to a lead (lead_id, message)

Appointments & Calls

GET /v1/appointments — List appointments (filterable by type)

GET /v1/voice-calls — List voice calls

GET /v1/pipeline — Pipeline stage counts

Authentication

All requests require an Authorization: Bearer <api_key> header.
Pagination: ?page=1&per_page=25 (max 100 per page).
Responses: { "data": [...], "meta": { "page", "per_page", "total" } }

Review Settings

Configure automated Google review requests sent to customers after a deal is won.

Enable Review Requests When enabled, review request SMS messages will be scheduled when a lead moves to Closed Won.

Google Review Link Paste your Google review URL here. Find it in Google Business Profile → Ask for reviews.

Days After Close Wait this many days after closing a deal before sending the review request.

Auto-send Send review requests automatically. When off, requests are created as pending for manual approval.

Review Request Message Use {{first_name}} for the customer's name and {{review_link}} for your Google review URL.

Save Review Settings

Review Requests

Manage pending and sent review requests.

Pending

0

Sent

0

Skipped

0

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