AI workspace
Organise chats into projects, attach documents and get practical guidance based on your business data.
THE CONNECTED BUSINESS WORKSPACE
Better leads.
Closer relationships.
Find real business opportunities, organise every client conversation and see what converts. Your CRM and AI advisor, together in one focused workspace.
Track the conversation, not just the contact.
L◈ AI workspace▦ Statistics⊞ Leads◷ Follow-ups⚙ Settings
Good morning ○ Your business, organised
One place to make progress.
YOUR PIPELINEDiscoverFind relevant businesses
CLOSE THE LOOPFollow upTrack every conversation
AI ADVISORPlan smarterGuidance grounded in data
WHAT'S INSIDE
Everything that moves
your business forward.
Leads & clients
Import, add and manage contacts. Connect a licensed data provider for real business discovery.
Insights that matter
See how leads, clients and revenue change over time — from the past hour to all time.
Never lose a follow-up
Stay on top of conversations and move opportunities to Won when they become customers.
A SIMPLE WAY TO GROW
From first contact
to loyal customer.
Find and organise
Add your own leads, import a CSV, or connect an authorised data source. Keep the information you need in one place.
Stay on top of every lead
Record notes, set follow-up dates, track conversations and move a deal to Won when it closes.
Understand your progress
Review your actual leads, customers won and recorded deal value. Ask the AI assistant for practical business guidance.
QUESTIONS, ANSWERED
Good questions deserve clear answers.
Straightforward guidance about accounts, privacy, leads and using the workspace.
Can I import my current leads?
Yes. Import eligible CSV files or add business contacts manually. You can export them later. Import only data you are legally allowed to use.
Does LeadFlow automatically find real business leads?
Not until an authorised business-data provider has been connected. Your current deployment reports discovery=false. LeadFlow does not invent businesses or contact details.
Can I create an account without an access code?
In authorised private staging, yes. The operator must enable staging signup and configure Cloudflare verification. Public customer registration requires completed launch controls.
Why is Cloudflare verification stuck on Verifying?
Check that the current website hostname is allowed under your Cloudflare Turnstile widget, then try a private browser window without blocking extensions. If the widget completes but login still fails, check the server health endpoint and Functions logs.
Why can’t I sign in with my old WorkspaceOne account?
Version 16 uses separate user records from the original WorkspaceOne database. Accounts are not migrated automatically. Contact the operator rather than creating duplicate records or sharing passwords.
Do I need to agree to the Terms and Privacy Policy?
Yes. Creating an account and signing in require you to accept the displayed Terms and acknowledge the Privacy Policy.
What is included in cookie preferences?
Essential security technologies are required. Optional functional settings can remember your theme. Analytics and marketing technologies are not enabled in this staging build. You can review choices from Cookie settings in the footer.
Will the cookie popup appear again?
After declining optional cookies it appears on a new page visit. Accepted or customised preferences are remembered for up to 30 days. You can change them anytime from the footer.
Can I enable two-factor authentication?
Yes. Once signed in, open Settings, enable authenticator-based 2FA, and store the single-use recovery codes securely. Keep recovery codes outside LeadFlow.
What does the business AI assistant know?
When configured, AI can use the current conversation, limited workspace CRM data and files you choose to attach. It does not import memories from other products and can make mistakes.
Why might the AI assistant fail?
The AI connection indicator shows a configured binding or provider, not a guarantee that all model requests succeed. Availability, model permissions, quotas or billing can still interrupt responses.
How do I turn a lead into a client?
Update the lead status to Won and record the deal value if applicable. The client and statistics views use stored CRM records.
How do follow-ups work?
Set a follow-up date on an active lead, record notes after contact, and update the status. Automated email or SMS reminders are not enabled in this build.
Can I export my data?
Yes. LeadFlow supports CSV export for the leads workspace. Confirm you have permission to export or share personal data.
Does LeadFlow send outreach messages automatically?
No. The staging product does not send commercial emails or SMS campaigns. Users remain responsible for any consent and unsubscribe obligations.
How do I change Dark, Midnight or Light mode?
Use the theme selector in the workspace. Remembering your selection across visits depends on your optional functional preference.
Where can I read the full policies?
Use the Terms, Privacy, Cookies and Acceptable Use links on the website. This staging version has pre-launch policy drafts that still need operator details and professional review.
How do I get account help?
Open Help on the public site and use the support assistant for general guidance. Never share passwords, API keys or recovery codes in support chat.
WORK SMARTER
Make every opportunity count.
Keep your leads, clients and business decisions connected.