LeadTruffle

Full FAQ Library

Everything you need to know about LeadTruffle's AI-powered lead capture, voice answering, and SMS follow-up.

01

Product & How It Works

LeadTruffle connects to your website, phone, Google, Yelp, Facebook, and other lead sources. When a new lead comes in, the AI instantly responds via SMS, email, or voice, qualifies the lead using your rules, and books it directly into your calendar.

LeadTruffle is not a widget-only chatbot — it's a full "speed-to-lead" system that responds across all channels (SMS, voice, email, web, Google, Yelp). It qualifies leads using your custom business rules and books jobs automatically.

Yes. The AI responds 24/7 and continues conversations until the lead is booked or qualified.

LeadTruffle eliminates missed calls, slow responses, and after-hours gaps. Most customers use it as a 24/7 digital office assistant that complements their team.

During onboarding, we build an AI knowledge base from your website, pricing, services, and job rules. The AI only uses your data to qualify leads based on your criteria.

Yes. LeadTruffle integrates with your calendar or scheduling tool and can book assessments, estimates, or jobs based on your availability.

Yes. Each lead source (website, SMS, phone, Yelp, etc.) has its own customizable prompt, allowing you to define tone, rules, scheduling logic, and disqualification criteria.

Yes. Both the widget and SMS/voice-based interactions are fully mobile-friendly.

If you allow it, yes. You can set rules for when to give prices, ranges, or direct people to book instead.

Yes. You can define job types, availability windows, buffers, and disqualification logic.

02

Setup & Onboarding

Most customers are fully live in under 24–48 hours. Your onboarding call covers everything with you.

Yes. Our team creates your prompts, knowledge base, and scheduling logic with you or for you.

For the widget: yes — a single line of code. For SMS, phone, Google, Yelp, and integrations: no code required.

No. Everything is plug-and-play, and onboarding is handled by our team.

Yes — including WordPress, Squarespace, Wix, Shopify, Webflow, GoHighLevel, custom sites, and more.

03

Lead Limits, Messaging Credits & Billing

Each plan includes a monthly lead limit plus a 150% grace buffer. A lead is counted per unique person, not per message or interaction.

A unique person who interacts via widget, SMS, Google, Yelp, Facebook, phone, or any connected source.

If you exceed your plan limits (leads, SMS, email, voice minutes), you'll be prompted to upgrade. Enterprise customers receive custom volume tiers.

Yes. After the 150% buffer, new leads are logged but no SMS or email replies are sent until you upgrade.

Yes. Each plan includes SMS credits, email sends, and AI voice minutes.

No. Usage resets every billing cycle.

04

Pricing & Contracts

Essential starts at $229/month, Growth at $399/month, Scale at $629/month, and Enterprise is custom.

Higher tiers include more lead volume, more SMS/email/voice credits, 10DLC registration, human takeover, advanced integrations, analytics, and priority support.

No — all plans are month-to-month. Enterprise plans may include optional annual agreements.

Essential includes a $199 onboarding fee. Growth, Scale, and Enterprise waive onboarding.

Yes. Enterprise and agency programs include volume pricing.

05

Phone Numbers, Texting, & AI Voice

Essential uses a toll-free texting number; Growth, Scale, and Enterprise include a registered 10DLC number.

Your existing business phone number stays the same. LeadTruffle uses a dedicated outbound SMS number to ensure carrier compliance.

When someone calls your business, we forward the call to a private number we assign you. The AI answers, collects intake details, and sends them back to you.

Voice AI interactions are logged and transcribed, not recorded audio clips.

No. All messaging must be fully opt-in and compliant with carrier and TCPA rules.

06

Integrations

Native integrations include: Jobber, Housecall Pro, SmartMoving, Workiz, HubSpot, MaidCentral, ServiceMonster, ServiceMinder, plus a native Zapier app for 8,000+ apps.

Yes via Zapier, and native integration is on the roadmap.

Yes. Leads, tags, forms, events, and custom fields can be synced automatically.

Yes — we integrate with CallRail, CallTrackingMetrics, and others via API/Zapier.

07

Lead Sources & Channels

Website widget, SMS, AI voice answering, Google Business Profile messages, Facebook lead ads, Google Ads lead forms, Yelp, Instagram DMs (via Facebook), and more.

Yes. Enterprise includes multi-location routing and per-location AI logic.

Yes. When you miss a call, LeadTruffle immediately texts the caller to qualify them.

Yes — GLSA messages and calls can be routed through LeadTruffle.

08

Multi-Location, Franchises & Agencies

Yes. Enterprise includes location-level dashboards, routing, analytics, and isolated AI knowledge bases.

Yes. Agency plans include multi-client workspaces, volume discounts, and optional white-labeling.

Yes. Each location can have unique prompts, calendars, services, and disqualification rules.

09

AI Behavior & Control

Yes — you can edit prompts, tone, rules, and fallback logic at any time.

Yes. You can choose price ranges, exact pricing, or "book an appointment for a quote."

Yes. You can approve or reject responses, refine prompts, and update your knowledge base as the business evolves.

10

Support, Training & Troubleshooting

Essential includes email support; Growth and Scale include priority support; Enterprise includes a dedicated account manager and SLA.

Yes — onboarding includes training sessions and ongoing best-practice guidance.

Email support@leadtruffle.com or message us in the in-app chat bubble.

11

Security, Data & Privacy

Yes. All data is encrypted in transit (TLS).

Yes — we only support messaging with opt-in contacts and use registered numbers to meet carrier and compliance rules.

No — Stripe handles all payment information.

Yes. You can export or delete all account data at any time.

Still have questions?

Our team is here to help you get started with LeadTruffle.