Getting Started
Key concepts — sources, businesses, and leads
The handful of terms every LeadWinner screen uses, and how they fit together.
LeadWinner uses a few terms consistently across the app and this Help Center. Here’s what each one means.
Source — a platform your leads come from: Yelp, Thumbtack, or Google Local Services Ads. You connect sources on the Sources page.
Connected account — one platform login you’ve authorized, shown as a card on the Sources page. A single account can contain several businesses — click “Show businesses” on the card to see them all.
Business — one business inside a connected account (for example, one location). Each business has its own activation switch and its own settings — the AI responds per business.
Lead — a new customer request with a conversation attached. Leads land on the Leads page. Other platform activity — reviews, profile views, promotional messages — doesn’t create a lead.
Timeline — the event log inside every lead: messages, notifications sent to you, calls, and notes explaining why a reply was skipped. When something looks odd, the timeline is the first place to check.
Auto-reply — the per-lead switch that lets the AI answer that conversation. It’s on by default; turn it off to handle a lead yourself.
AI response limit — how many conversation replies the AI may send per lead. The default is 1: the AI wins the first-response speed, then hands the conversation to you.
Follow-up — a separate message the AI sends when the customer goes quiet. Follow-ups don’t count against the response limit.
Non-Reply Hours — your quiet hours. The AI sends nothing during them and marks skipped replies in the lead’s timeline.
How it all fits together
You connect a source, which brings in your businesses. You activate a business, and new leads start arriving. The AI sends the first reply within seconds, follow-ups nudge the quiet ones, and you step in whenever you like — per lead with the Auto-reply switch, or per business with “Deactivate” on the Sources page.
Unsure what a screen is telling you? Contact support — we’re happy to explain.