Quickstart Guide

Get your AI customer assistant up and running in three simple steps.

Create your Workspace & Connect Data

Log into your Leadblanc Dashboard.

Navigate to Build > Data Sources.
Enter your public website URL (e.g. https://yourbrand.com) and click Crawl.
Our automated crawler extracts product catalogs, FAQs, return policies, and brand guidelines into clean vector embeddings.

Tune Instructions & Safety Guardrails

Go to Build > Instructions.

Set the Agent Personality (e.g. Helpful, concise, and focused on consultative product recommendations).
Under Guardrails, configure prohibited topics, price boundaries, and response behavior for out-of-scope inquiries.
Test the behavior immediately using Test in Playground to simulate live customer conversations.

Deploy to Web Chat or WhatsApp

When you are satisfied with the responses:

To embed on your website, copy the one-line snippet from Channels > Web Chat.
To link WhatsApp, connect your Meta Cloud API account under Channels > WhatsApp.

Verifying in the Playground

The Playground is an isolated simulator where you can test conversational flows, test edge-case queries, and inspect raw reasoning without affecting live customer records or consumption quotas.

# Example test query in Playground
Customer: "Do you offer free shipping on orders above $50 to Canada?"
Agent: "Yes! We offer free standard shipping to Canada on all orders over $50 CAD. Delivery typically takes 3-5 business days."

You can toggle between Customer View and Debug Inspector in the Playground to examine which retrieved data sources were referenced in each response.

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Get Started

Channels

Core Features

Verifying in the Playground