From first message to a clear opportunity

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Clear answers before you connect a real number.

Use the synthetic buyer test first. A real workspace then guides company setup, project publishing, WhatsApp readiness and annual subscription management.

Last reviewed
By
LeadToDeal product team

Recommended setup order

Complete the foundation before allowing automated conversations.

  • Create the company and enable an authenticator
  • Publish one project and current inventory
  • Review knowledge and qualification rules
  • Connect the customer-owned WhatsApp account
  • Test handoff before activation

Direct answers

Before you start

Where can I manage the subscription?

Owners and administrators use Settings → Billing. Polar checkout and portal access appear only when production billing is enabled.

What happens when usage is exhausted?

Incoming leads remain recorded and route to people. Additional capacity requires an explicit purchase.

Test an inquiry before connecting WhatsApp.

Test your next buyer