Helo AI — Learn More

Configure your workspace, client segments, and service offerings.

• View your company profile, account type, and subscription status
• View your sales pipeline stages (e.g., Open, Contacted, Won, Lost)
• View or create product/service groups (e.g., Premium Support, Web Design)
• View or create customer categories (e.g., B2B, Enterprise, Retail)
• View or create tags to label prospects (e.g., Hot Lead, Trade Show)
• View, create, or update custom fields (Text, Textarea, Dropdown, Date)

Manage day-to-day lead activities, updates, and follow-ups

• Search, filter, and list leads by name, email, phone, assignment, stage, or priority
• Identify stale or neglected leads with no recent activity
• Get a full 360° view of any lead — comments, activity history, tasks, attachments
• Register a new prospect with contact details, assignee, and stage
• Log call notes, meeting remarks, or updates on a lead
• Edit contact info — name, email, phone, address, company
• Update pipeline stage, groups, tags, or expected deal size
• Schedule follow-ups, assign to a teammate, or mark Do Not Follow Up
• Update birthdays, anniversaries, custom URLs, or LinkedIn profiles

Update large batches of leads at once — Helo AI always confirms with you before executing any bulk change.

• Move multiple leads to a new pipeline stage
• Mass-update priority levels (High, Medium, Low, Not Relevant)
• Batch-assign a customer category
• Overwrite or add product/service associations
• Add or replace tags across multiple leads
• Reassign a group of leads, or mark them Do Not Follow Up

Keep your schedule and reminders organized.

• Fetch outstanding tasks and reminders (by user or lead)
• Create a new task or reminder for yourself or a teammate
• Mark tasks done, adjust due dates, reassign, or add notes

Manage your team and how leads are organized.

• View team members, roles, contact details, and monthly targets
• Add a new team member (Owner, Manager, L1, or L2 role)
• Edit a team member's role, email, phone, or monthly target
• View lead lists (e.g., Website Signups, Facebook Ads campaign)
• Create a new list to organize incoming prospects
• Rename a list or change its owner

Get insights into how your business and team are performing.

• Sales performance — won deals, deal value, leads added, activity counts
• Lead management activity — who added, assigned, or updated the most leads
• Customer communication — outreach across SMS, email, WhatsApp, calls
• Activity metrics — quotes sent, invoices generated, check-ins

Helo AI isn't just for executing tasks — it also answers your "how to" and "where" questions, using the full HelloLeads CRM knowledge base. Instead of searching help articles or asking support, just ask Helo AI directly.

• Search the HelloLeads knowledge base for step-by-step guides and tutorials
• Find in-app pages and get direct navigation links to the exact screen you need
• Send suggestions, bug reports, feature requests, or demo requests to HelloLeads support

Focused on day-to-day lead follow-up and closing deals.

• "Show me my follow-ups for today"
• "Create a new lead for John from Acme Corp, phone 98765xxxxx"
• "Add a comment to Alex’s lead — spoke with him, and he wants a demo next week."
• “Move Sarah’s lead to the Negotiation stage.”
• "Show me all my leads tagged 'Hot Lead'"
• "Which of my leads haven't had any activity in the last 2 weeks?"
• “Set a follow-up for Daniel’s lead tomorrow at 11 AM.”
• “Create a task to send the proposal to Emma by Friday.”
• "How do I import leads from an Excel file?"
• "Where do I change my WhatsApp templates?"

Focused on team performance, lead distribution, and pipeline health.

• "Show me all leads assigned to my team that haven't been contacted in 5 days"
• "Move all leads tagged 'Trade Show' to the Contacted stage"
• “Reassign all of Michael’s open leads to Taylor.”
• "How many deals did each team member close this month?"
• "Show me our lead management activity for the last week — who's adding and updating the most leads"
• "Create a new list for the upcoming trade show leads"
• "Set an AI credit limit of 500 for the new team member"
• "Show me outstanding tasks for the whole team"
• "How do I set up auto-assignment rules for new leads?"
• "Where can I see the leaderboard for my team?"

Focused on business-wide visibility, reporting, and configuration.

• "What's our overall sales performance this quarter — deals won and total value?"
• "Show me our customer communication metrics across SMS, email, WhatsApp, and calls"
• "Add a new manager to the account with a monthly target of USD 50,000"
• "Create a new product group called 'Enterprise Support'"
• "Show me our current subscription and AI credit balance"
• "Which of our customer segments is generating the most deals?"
• "Show me quotes sent and invoices generated across the team this month"
• "Send a feature request to HelloLeads support about custom reporting"
• "How do I integrate HelloLeads with Facebook Lead Ads?"
• "Where do I upgrade my subscription plan?"