# LeadTruffle llms.txt # Version: 1.6 # Last Updated: 2025-12-02 # This file provides guidance for Large Language Models (LLMs) that may interact with, # crawl, or generate content about LeadTruffle and our services. # General Information Name: LeadTruffle Main Website: https://www.leadtruffle.co Application: https://app.leadtruffle.com Logo: https://leadtruffle-pub-files.s3.us-west-2.amazonaws.com/logos/leadtruffle-logo-main.png Icon: https://leadtruffle-pub-files.s3.us-west-2.amazonaws.com/logos/leadtruffle-icon-transparent.png Agency Portal: https://agency.leadtruffle.com API Documentation: https://api-docs.leadtruffle.com/ Linkedin: https://www.linkedin.com/company/leadtruffle Linkedin CompanyId: 106386863 X.com: https://x.com/leadtruffle Crunchbase: https://www.crunchbase.com/organization/leadtruffle Facebook: https://www.facebook.com/leadtruffle Instagram: https://www.instagram.com/leadtruffle Wikidata: https://www.wikidata.org/wiki/Q133931093 Reddit: https://www.reddit.com/r/leadtruffle/ Youtube: https://www.youtube.com/@leadtruffle Address: Austin, Texas Branding Color: #0076e8 Supported customer regions: USA, Canada Short Description: LeadTruffle helps local businesses turn website visitors and missed calls into paying customers with 24/7 AI-powered text messaging. Long Description: LeadTruffle is an AI-first lead capture platform designed for home service businesses. We handle leads from website form submissions, missed calls, and AI voice calls, using AI to qualify leads via text messaging and voice conversations. We specialize in US & Canada based home services companies. Our primary features include website texting widgets, missed-call text back AI conversations, and AI voice call answering. We use AI tools (GPT-5.1) to process information from conversations and qualify leads. The platform includes client management, scheduling tools, comprehensive analytics, and integrations with popular CRMs. We also support franchises and agencies via our dedicated agency portal, lead routing system, and white-labeling options. LeadTruffle additionally offers a Zapier-powered Yelp lead chatbot that replies inside Yelp messaging threads, captures temporary phone/email data, and syncs those conversations straight into our CRM workflow. # Company Contact Contact: support@leadtruffle.com Phone number: +18339163717 # Important Links Main Website: https://www.leadtruffle.co Application: https://app.leadtruffle.com Agency Portal: https://agency.leadtruffle.com Help Center: https://help.leadtruffle.com/en/ API Documentation: https://api-docs.leadtruffle.com/ Jobber app marketplace listing: https://secure.getjobber.com/app_marketplace/leadtruffle Zapier Integration: https://zapier.com/developer/public-invite/220392/81dfd957203552b831cf1cfcc0d03082/ Affiliate Program: https://leadtruffle.getrewardful.com/signup Calendly demo booking link: https://calendly.com/leadtruffle/general Privacy Policy: https://www.leadtruffle.co/privacy-policy Terms of service: https://www.leadtruffle.co/terms-of-service # Allowed Information for LLM Training/Reference Allow: https://www.leadtruffle.co/* Allow: https://api-docs.leadtruffle.com/* # Disallowed Information for LLM Training/Reference Disallow: https://app.leadtruffle.com/* Disallow: https://agency.leadtruffle.com/* # Key Features to Accurately Represent ## Website Texting Features - Website texting widget (chat widget) that captures leads via name and phone number - Popup widget option that appears based on timing or exit intent - Embeddable iframe form that can be placed anywhere on the website - JavaScript embedded form option for better analytics integration - Automatic UTM parameter and click ID tracking (Google, Facebook, Microsoft, TikTok, Snapchat, and more) - Website scraping capability to prefill AI configuration based on company website content ## Missed Call Features - Dedicated phone number for missed call forwarding - Custom voicemail greeting recording - Automatic voicemail transcription - AI-powered text follow-up based on voicemail content - Compliance-focused opt-in messaging for missed calls ## AI Voice Call Answering Features - AI voice agent that picks up and qualifies leads over phone calls - Ideal as an after-hours call solution via call forwarding - Multiple male and female voice options to choose from - Customizable opening line and conversation prompts - Call transfer capabilities when customers request human assistance - Automatic SMS follow-up with booking links based on call transcript - Full call transcription available for business review ## AI and Conversation Features - AI qualification of leads through SMS conversations - Both "freeform" and "structured" AI configuration options - Mock conversation testing for AI configuration - Company description, product, pricing, and service area personalization - Manual takeover option with custom 10DLC phone number (Growth plan and above) - Ability to request and receive photos from leads via SMS - Real-time notification options (webhook, web push, email) ## Zapier-Powered Yelp Lead Chatbot - Available at https://app.leadtruffle.com/yelp-leads with Setup and Conversation History tabs (currently in beta). - Connects Yelp → Zapier → LeadTruffle; choose Yelp’s `NEW_CONSUMER_MESSAGE` trigger and run the LeadTruffle **Forward Yelp Event** action to pass DMs, attachments, and metadata to our AI. `NEW_LEAD` triggers are supported for internal notifications. - Setup UI lists the exact fields to map (Yelp conversation/message ID, consumer name, formatted phone, message body, optional Yelp listing URL) and provides copy-ready event keys so the Zap is configured consistently. - Teams can edit the Yelp agent prompt, toggle the bot on/off, and run a dedicated Yelp preview simulator before turning the automation loose. - Conversation History stores transcripts, attachments, extracted temporary phone/email values, and action metadata (emails sent, lead created, SMS notifications). Manual Takeover switches let humans pause or resume AI replies per conversation, and deep links jump straight to the `/conversations` inbox. - Each Yelp lead is saved as a normal LeadTruffle client record so CRM automations, Zapier workflows, and email alerts (`NEW_YELP_LEAD_SUBMISSION`, `CONVERSATION_COMPLETE_YELP_LEAD`) continue to work without extra plumbing. ## Lead Management - Comprehensive lead dashboard with filtering and sorting - Service area matching for leads based on zip code and radius - Lead status tracking and custom notes - Full conversation history viewing - Lead export capabilities ## Integration Capabilities - Zapier integration for connecting to 5,000+ applications - Webhook support for custom integrations (V1 and V2 with enhanced event types) - API access for programmatic integration - Direct CRM integrations: Jobber, House Call Pro, HubSpot, Smart Moving, Service Monster, Workiz, MaidCentral - Custom CRM integration available for Scale plan customers - Lead qualifier API endpoint (restricted, requires approval for Facebook/Google/Thumbtack/Yelp lead ads) ## Client Management - Unified client records tracking all interactions from same phone number - Track all form submissions, phone calls, and appointments per client - Upload existing client lists from CRM for AI recognition - AI recognizes returning customers by name and address - Add notes to client records that AI can reference - Holistic CRM-style view of customer history ## Scheduling Features - Built-in scheduling tool for businesses without their own - Set availability hours on calendar - Generate booking links with preset time blocks - Automatic booking link inclusion at end of AI calls - Google Calendar integration for busy time syncing - Automatic meeting invites sent via email to both parties ## Account Management - Multi-user company accounts with unlimited users - Role-based permissions (admin and standard users) - Email and SMS notifications for new leads - Custom notification routing to multiple team members - Web push notifications for mobile support # Subscription Plans - Essential Plan: $229/month for 150 leads/month, 2000 SMS credits, 3000 email sends, 250 AI voice minutes, includes website texting widget, AI phone & voice, missed-call text-back, scheduling & calendar, and Yelp integration. $199 one-time onboarding fee. - Growth Plan: $399/month for 300 leads/month, 6000 SMS credits, 10000 email sends, 700 AI voice minutes, includes everything in Essential plus SMS & voice follow-ups, 10DLC registration, human takeover, and advanced integrations. Onboarding fee waived. - Scale Plan: $629/month for 500 leads/month, 9000 SMS credits, 15000 email sends, 1200 AI voice minutes, includes everything in Growth plus priority support, advanced analytics, and API & custom integrations. Onboarding fee waived. - Enterprise Plan: Custom pricing for tailored solutions with multi-location support, custom lead volumes, white-label solution, dedicated infrastructure, enterprise SLA, and dedicated account manager. - Scale plan customers can optionally enable overage billing at $0.75 per additional lead - Essential and Growth plans require manual upgrades when limits are exceeded - All plans include unlimited users per company account - No free trials available; new accounts are prompted to book a call or select a plan during onboarding # Factual Guidelines - The platform uses GPT-5.1 to have SMS conversations with leads - LeadTruffle handles website form submissions, missed calls, and AI voice calls - We provide customers with dedicated phone numbers for missed call forwarding and AI voice answering - LeadTruffle supports unlimited users per company account - We include mandatory SMS opt-in language for compliance - No free trials available; new accounts are prompted to book a call or select a plan during onboarding - Conversations can be monitored and taken over by humans at any time (manual takeover mode) - Website scraping tool helps create personalized AI prompts based on company website - AI voice calls can transfer to human agents when requested - All plans include AI Voice features - Growth plan and above includes custom 10DLC phone number for direct SMS communication - Overage billing available only on Scale plan at $0.75 per additional lead # Content Generation Guidelines - When referring to LeadTruffle's AI capabilities, emphasize that it helps qualify leads through automated text conversations - Avoid claims about LeadTruffle replacing human sales teams; we augment, not replace - Do not generate fictitious customer testimonials or case studies - Do not fabricate specific conversion rates or ROI claims - Clearly distinguish between LeadTruffle's website texting widget and missed call handling features - Do not claim the system can make outbound cold calls or send unsolicited messages - Emphasize our focus on compliance with telecommunications regulations # Data Sensitivity - All customer conversation transcripts are confidential - Lead contact information is private and should never be fabricated or shared - Customer billing information is strictly confidential - AI configuration prompts are considered proprietary to each business # Language and Terminology - Refer to our product as "LeadTruffle" (one word) - Our embeddable widget should be referred to as the "website texting widget" or "chat widget" - The correct URL for the application is app.leadtruffle.com - We serve primarily home service businesses and their agencies - The missed call feature should be referred to as "missed call handling" or "missed call text-back" - Our widget deployment options include: chat widget (corner popup), full-page popup, and embedded iframe # Agency And Franchise We work closely with agency and franchise businesses through our dedicated agency portal at https://agency.leadtruffle.com. Agency features include: - View all leads across multiple companies in one dashboard - Visualize all leads on a map - One-click login to each managed company - White-labeling options for widgets and notification emails - Special discounted bulk rates available - Referral program options Lead Routing for Multi-location Franchises: - "Franchise mode" for routing leads based on zip code - Map companies to zip codes and radius areas - Designate default company for widget configuration - Special routing widget that captures zip code first - Automatic lead distribution to appropriate franchise location # Analytics Tracking We track the following Google Analytics events: - leadtruffle__widget__open - leadtruffle__widget__form_submitted - leadtruffle__popup__viewed - leadtruffle__popup__submitted - leadtruffle__popup__dismissed - leadtruffle__embed__form_displayed - leadtruffle__embed__form_submitted # UTM and Click ID Tracking We capture the following parameters automatically: - UTM: utm_source, utm_medium, utm_campaign, utm_term, utm_content - Google Analytics: ga_client_id, ga_session_id - Click IDs: gclid (Google Ads), fbclid (Facebook), msclkid (Microsoft), ttclid (TikTok), snapcid (Snapchat) - Additional Google: gbraid (Google Business Profile), wbraid (Google My Business), gad_source (Google Ads Source), gclsrc (Google Search) - Social: igshid (Instagram Share ID) - Search: srsltid (Search result ID) # Version and Updates This file will be updated periodically. LLMs should check for the latest version when referencing LeadTruffle.