LeadArivo

General

Your business.
Your lead process.
One connected system.

Configure LeadArivo around your services, hours and process — then keep every enquiry on one Next Step.

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LeadArivo workspace · incoming enquiryIllustrative demo

Website Chat

“Hi, I’d like to know more about your service. Can someone call me tomorrow afternoon?”
Intent
Service enquiry
Requested action
Contact requested
Preferred timing
Tomorrow afternoon
Current Next StepClarify the requirement and route to the relevant team.

Illustrative LeadArivo workspace. Sample enquiry; not a customer record.

Built around your business

Your business does not need to fit a template.

General gives businesses a flexible LeadArivo setup shaped around their own services, policies, operating rules and lead journey.

  • ServicesWhat the business offers
  • HoursWhen the team can respond
  • LocationsWhere work is handled
  • PoliciesHow the business operates
  • FAQsConfigured answers
  • Process rulesCall-back and follow-up
Business KnowledgeConfigured facts about how this business works

Services, hours, locations, policies, FAQs and process rules become usable context — not a generic settings list.

LeadArivoOne connected operating layer

LeadArivo Core + Business Knowledge + lead context + configured process.

ResultBusiness-specific lead handlingWithout inventing a separate product for every business type.

End-to-end lead journey

One enquiry. One connected journey.

LeadArivo is built around what happens after the enquiry arrives — through context, Next Step, team follow-up and a recorded business outcome.

Lead workspace · Nikhil RaoIllustrative demo
Nikhil RaoService enquiry
New enquiry
“Hi, I’d like to know more about your service. Can someone call me tomorrow afternoon?”
Contact
  • Leads
  • Conversations
  • Activity
  • Follow-ups
  • Outcomes
Conversation · Website Chat

Nikhil Rao Hi, I’d like to know more about your service. Can someone call me tomorrow afternoon?

Assignee Priya ShahNext Step · Contact the lead tomorrow afternoon
ContactNikhil Rao
SourceWebsite · origin
IntentService enquiry
Business contextOpen tomorrow afternoon
One current Next StepContact the lead tomorrow afternoon
AssigneePriya Shah
Follow-upFollow-up created · tomorrow afternoon
Last activityEnquiry captured from incoming website chat
OutcomeFollow-up required

The same lead stays in view. Contact is the person. Conversation, follow-up and outcome remain attached.

Understand what the lead wants

Know what they want before you act.

A raw enquiry becomes useful context. Fields shown here are an illustrative demonstration — not every field is always extracted automatically.

Raw message · Website
Nikhil RaoService enquiry
“Hi, I’d like to know more about your service. Can someone call me tomorrow afternoon?”
Lead contextIllustrative demo

Useful context

IntentService enquiry
Requested actionContact requested
Preferred timingTomorrow afternoon
Relevant serviceTo be clarified
Missing informationRequirement detail

Business Knowledge

Your business knowledge gives every enquiry context.

Configured information about how the business actually works helps Lead Guidance decide the next action — without pretending LeadArivo can see live inventory or employee calendars.

The enquiry
“Can someone contact me tomorrow afternoon?”

Hours, services, location, policy and process rules make that request usable. LeadArivo still needs a person to make the call.

Configured Business Knowledge in useWhat this enquiry can use
  • HoursBusiness is open tomorrow afternoon
  • ServicesA relevant service exists on file
  • LocationsA contact location / branch is configured
  • PoliciesA contact / call-back policy applies
  • Process rulesRequested timing can be used for follow-up
  • FAQsConfigured contact information can support the reply

These are configured business facts — not live staff availability, inventory, ERP or payment state.

ThenThis context contributes to Lead GuidanceBusiness Knowledge informs the next action. It is not a static document library.

One lead → one Next Step

Lead Guidance publishes one current action.

LeadArivo Core stays the same. Business Knowledge, configured rules and Product Mind contribute. Lead Guidance determines the Next Step.

Lead / conversation contextContact requested · Tomorrow afternoonWebsite · Nikhil Rao
Business KnowledgeHours, services, processTomorrow afternoon is within operating hours
Configured business processCall-back / contact ruleRequested timing can become a follow-up
Product MindUnderstands, reasons and contributesInterpretation, prioritization support, business reasoning and candidate actions. Product Mind is not a chatbot, not an AI employee, and not the published Next Step.
One enquiry · One current Next Step

Contact the lead tomorrow afternoon

What
Contact lead
Why
The person explicitly requested contact
When
Tomorrow afternoon

Assignee Priya Shah remains responsible. There is one current action — not a list of equal recommendations.

Automation + team continuity

Automate the repeatable. Keep your team close.

Supported actions can run where capability and rules allow. When a person must contact the lead, the enquiry stays in view.

  1. TriggerNew website enquiry
  2. Context / conditionsHours, process rule, assignment state
  3. Supported actionAssign · create follow-up · notify the team
  4. Activity recordedThe same lead keeps the history

If a supported action cannot run, a person still has what they need.

YesAutomation
  • Assign the lead
  • Create a follow-up
  • Notify the team
Activity recorded
Needs AttentionYour team
  • Contact remains known
  • Conversation stays visible
  • Assignee stays clear
  • Next Step stays clear
  • Follow-up stays connected
  • Activity stays recorded
Preserve context
Nikhil RaoService enquiry
Same lead · journey continuesAutomation may stop. The lead does not.

Keep the whole lead story connected

See the whole lead before you act.

Your team should not have to reconstruct an enquiry from disconnected tools before deciding what to do next.

LeadArivo workspace · Nikhil RaoIllustrative demo

Conversations

Latest conversation · Website Chat

Nikhil Rao Hi, I’d like to know more about your service. Can someone call me tomorrow afternoon?

Contact Nikhil RaoAssignee Priya Shah
Lead contextService enquiry · Tomorrow afternoon
Current Next StepContact the lead tomorrow afternoon

The same LeadArivo workspace remains. Only the focused area changes. LeadArivo is not a helpdesk or support-ticket system.

Source stays attached

Keep the original lead source attached.

Website, chat, ads, email and referrals can be recorded as origin. That does not make them native LeadArivo Connect integrations.

Lead FormsBuild in LeadArivo, then embed on a website.
  1. Build in LeadArivo
  2. Lead Form
  3. Embed on website
  4. Visitor submits enquiry
  5. Lead enters LeadArivo

The Lead Form becomes part of the same connected journey — a native capture experience, not a separate form product.

AI ChatConfigure in LeadArivo, then embed as a lead source.
  1. Configure in LeadArivo
  2. AI Chat
  3. Embed on website
  4. Visitor conversation
  5. Context + lead
  6. Same LeadArivo journey

AI Chat is a LeadArivo-native capture and conversation experience. It is not a standalone chatbot product.

WebsiteWebsite ChatWhatsAppGoogle AdsEmailReferralManual / configured source
Same lead record
Nikhil RaoService enquiry
Acquisition sourceWebsite
Capture methodAI Chat
Communication channelWebsite Chat
Action capabilityDepends on setup
Nikhil’s source remains Website. Later conversation does not overwrite the original origin.

Source, capture method, communication channel and action capability are not the same thing. Names shown here are origin and attribution — not a catalogue of native integrations.

LeadArivo Core

See the lead. See the context. Know what happens next.

See the contact, the original source, the requested call, the Assignee and the one current Next Step in the same LeadArivo workspace.

Lead workspace · Nikhil RaoIllustrative demo
Nikhil RaoService enquiry
Needs a Reply
Conversation · Website Chat

Nikhil Rao Hi, I’d like to know more about your service. Can someone call me tomorrow afternoon?

Business KnowledgeOpen tomorrow afternoon · Call-back process · Services on file
SourceWebsite · origin
IntentService enquiry
AssigneePriya Shah
Follow-upFollow-up created · tomorrow afternoon
Current Next StepContact the lead tomorrow afternoonWhy · The person explicitly requested contact
RequestedContact requested
WhenTomorrow afternoon
OutcomeFollow-up required

Leads by Source · Website remains attached

No Lead Left Behind

Ready to make sure every lead gets handled?

Bring all your leads together, use AI and automation to respond faster, follow up smarter, and turn more leads into real outcomes.

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