Key Concepts

Before getting started, it's important to understand some key concepts of Leader24.

AI Agent

An agent is a virtual assistant that:

• Responds automatically to messages
• Uses the knowledge base to provide accurate responses
• Follows instructions defined in the system prompt
• Can be connected to WhatsApp and/or widget

Knowledge Base

The knowledge base is the set of information that the agent uses to respond:

• Documents - PDF, DOCX, TXT uploaded manually
• Web pages - Content extracted from your website
• FAQ - Frequently asked questions

The more information you upload, the more accurate the agent's responses will be.

System Prompt

The prompt defines how the agent behaves:

• Who it is (name, role, personality)
• How it responds (tone, style, length)
• What it can and cannot do
• Specific information about the company

The prompt is automatically generated by AI when you create the agent, but you can modify it at any time.

Conversations

A conversation is an exchange of messages between a user and the agent:

• Can occur on WhatsApp or widget
• Is saved for later analysis
• Can automatically generate leads
• Can be tagged and categorized

Lead

A lead is a potential customer identified during a conversation:

• Automatically extracted by AI
• Includes contact information
• Has a quality score
• Can be exported to CSV

Organization

The organization is your business account:

• Contains all agents
• Manages team members
• Defines roles and permissions
• Centralizes billing

Roles

Leader24 supports three roles:

• Owner - Full control, can delete the organization
• Admin - Manages agents and members, cannot delete the org
• Member - Limited access to assigned agents