Sales agent Live
Set up Leo
Leo asks visitors what they need, captures each lead and sends it to your CRM with the full chat.
6 stepsAbout 15 minutesUpdated 12 Oct 2026
Before you start
- The AI sales chatbot is switched on and you have a chatbot (Quick start)
- You know which leads are worth a call
- Optional: a HubSpot, Pipedrive or Salesforce account
Steps
- 01
Marketplace → Agents → Leo.
Open Marketplace, go to Agents and open Leo. If it's included in your plan, activate it; otherwise add it to your plan. Leo works inside the AI sales chatbot, so switch that on first if you haven't.
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Heads up
Leo never promises prices or dates you haven't given it. If a visitor asks, Leo says it'll check with your team.
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