A clear next step
Watch how the tools fit together, then follow the guide for the task you want to complete. Your team stays in control of customer messages.
01 / Watch
of real app screens with sample records and AI-generated narration. The step-by-step instructions below explain the workflows.
Here's a quick look at Top Lead Recovery. This is the real workspace, using sample records. It gives your team one place to review opportunities, customer replies, quotes, and the next step.
Start with Opportunities. You can see the original service, estimated value, status, and follow-up note. Open a record to check its source and contact details. Your team decides whether it is ready for outreach. These rankings use rules, and a review never sends a message.
Bringing in existing records? Choose your file, confirm that the business can use those records, and review the import first. The preview flags additions, matches, duplicates, and opt-outs before anything is added.
When a customer replies, read the message in the inbox. Follow-ups pause while a person reviews the conversation. Here, we're editing the response ourselves. Then we open the exact preview to check the recipient, subject, and message. Sending is a separate approval step. Nothing is being sent in this sample.
Quote Drafts keeps the customer, price, project title, and scope together. Your team supplies and checks those details. Review an existing draft, or prepare a new one. Saving a draft doesn't turn it into an approved estimate or send it to the customer.
Back on Home, the sample action cards bring the next step into view. The calendar lets you review an appointment and its details without hunting through separate notes.
Phone answering, text messaging, and connected services need setup and activation for your business. This sample shows the workflow; it doesn't mean those services are already running.
Want to see how it could fit your business? Request a demo at topleadrecovery.com slash demo. We'll walk through the tools and the setup with you.
02 / Get started
Local examples stay separate from the web workspace. Web tools open in your browser and require their own sign-in.
Available actions depend on your role, service plan and completed setup. Opening a tool does not activate a service.
03 / Do the work
These instructions cover the protected web workspace. Your app's Tools guide shows which tools also work directly on your device.
Importing or reviewing leads does not send a campaign.
A completed reminder records your team's work. It does not confirm a payment or attendance.
Respect opt-outs. Reviewing a reply or saving a draft does not send it.
A draft or follow-up offer does not replace the original estimate automatically.
Check the original record when a summary is unclear. A saved appointment does not confirm attendance or payment.
Recovery Calculator is a planning tool using your assumptions, not a revenue prediction.
04 / AI tools and monthly allowances
These tools require eligible monthly access, workspace activation and remaining allowance. Owner or manager access is required for drafts, imports and website setup. Sign in to the correct web workspace first. A subscription or a link in the app does not automatically activate every service. If a tool is unavailable, use Support requests to ask about access.
For eligible, activated monthly workspaces, Basic includes 100 AI reply drafts, 20 pasted-text estimate imports, 5 PDF estimate imports and 200 website answers per billing period. Pro includes 300 AI reply drafts, 60 pasted-text estimate imports, 15 PDF estimate imports and 600 website answers.
These counts are separate from the AI voice-minute and SMS allowances. Counts reset with a new paid monthly billing period; unused counts do not roll over. Pending requests count against the allowance. No automatic AI overage purchases. An eligible active plan, workspace activation and remaining allowance are required. Phone, messaging and integrations still require their own configuration and tests. You do not need your own OpenAI account or API key, and these four AI allowances do not require a separate credit purchase.
The video above shows the core workspace. The guides below cover the newer AI tools.
AI drafting replaces the editable response. It does not save or send the reply automatically. An unavailable allowance or a usage limit leaves manual reply review available.
The importer does not read your mailbox, create a customer or approve an estimate. Saving a reviewed quote is a separate action; no follow-up message is sent.
The assistant can answer from approved public information and collect a callback request with consent. It cannot read private customer records, send marketing or confirm appointments. Changing its configuration ends existing visitor sessions.
05 / When you need a hand
Some tools run in the protected web workspace. Your device's local records and browser sign-in are separate. Check the business workspace shown after signing in.
Check your role, business setup and connection status. Some actions require an owner or manager, an activated service, verified sender details or completed approval checks. AI reply drafts, estimate imports and website answers also require activated monthly access and remaining allowance. Ask through Support requests if you need help with access.
AI-generated suggestions require review. Reading a summary or generating a draft does not approve or send a customer message. Use the separate preview and approval controls when they are available.
Use Support requests in your web workspace, or open Support & feedback. Include the tool name and the error shown. Do not include passwords, API keys or private customer records.
