# LeadSimple Help Center > Best practices and help from the LeadSimple Team ## What is LeadSimple? - [What is LeadSimple?](http://training.leadsimple.com/en/articles/3783693-what-is-leadsimple.md): Not quite sure what LeadSimple is and how it can help your company organize, scale, and grow? ## LeadSimple Phone - [πŸ†• Embedded Phone Experience πŸ†•](http://training.leadsimple.com/en/articles/13705636-embedded-phone-experience.md): Understanding LeadSimples embedded VoIP phone offering! - [Is There a Mobile App for My Phone?](http://training.leadsimple.com/en/articles/2963053-is-there-a-mobile-app-for-my-phone.md): Learn how to use Leadsimple on your Apple or Android device. - ["Call Failed" Error on iPhone \(CallKit Error\)](http://training.leadsimple.com/en/articles/15564560-call-failed-error-on-iphone-callkit-error.md): How to fix the com.apple.CallKit.error.requesttransaction error when making calls from the LeadSimple mobile app. - [LeadSimple Text-Only Phone Line Setup](http://training.leadsimple.com/en/articles/10439252-leadsimple-text-only-phone-line-setup.md): How do I set up a text-only phone line in LeadSimple? - [Logging Calls or Emails Manually](http://training.leadsimple.com/en/articles/2810619-logging-calls-or-emails-manually.md): Learn how to manually log calls and emails. - [Making a Note](http://training.leadsimple.com/en/articles/2969516-making-a-note.md): Learn why and how to create notes on leads. - [How @ Mentions Work](http://training.leadsimple.com/en/articles/5820304-how-mentions-work.md): Learn how to notify your other team members in notes - [How to View All Communications With a Contact or Lead](http://training.leadsimple.com/en/articles/6420806-how-to-view-all-communications-with-a-contact-or-lead.md): You can view all communication \(phone, email, SMS\) you've ever had with a contact from their contact page! Find out how. πŸ‘‡πŸΌ - [Communication Tracking on Pipelines and Processes \(Relevant vs. Broad\)](http://training.leadsimple.com/en/articles/6070342-communication-tracking-on-pipelines-and-processes-relevant-vs-broad.md): Learn the difference between Broad and Relevant tracking in pipelines and processes and how to edit this setting. - [Printing Lead or Process Conversation History](http://training.leadsimple.com/en/articles/6750233-printing-lead-or-process-conversation-history.md): Learn how to export or print lead or process conversation history. ## Omnichannel Inbox - [Inbox: New Features & What's Changed](http://training.leadsimple.com/en/articles/13728592-inbox-new-features-what-s-changed.md): Inbox just got a major upgrade. Auto-assignment, MMS & group texts, away mode, linked tasks, desktop notifications, and advanced search, all in the Inbox you already know. - [Why Are My Emails Going to or Coming From a SendMessenger Email Address?](http://training.leadsimple.com/en/articles/9921472-why-are-my-emails-going-to-or-coming-from-a-sendmessenger-email-address.md): If you're noticing that some of your emails are showing up as coming from a "sendmessenger" email address, you're in the right place! - [Understanding Email Open Timestamps in LeadSimple](http://training.leadsimple.com/en/articles/9921517-understanding-email-open-timestamps-in-leadsimple.md): Sometimes, you might notice that leads show the same timestamp for when they opened an email, here’s what you need to know. - [Getting Started: Setting up Inbox](http://training.leadsimple.com/en/articles/5300960-getting-started-setting-up-inbox.md): Here's what you need to do before starting to use Inbox! - [Inbox: Managing User Permissions](http://training.leadsimple.com/en/articles/6267028-inbox-managing-user-permissions.md): Learn how to manage user permissions on Inbox to ensure your team has the access they need. - [Shared Inbox Configuration Options](http://training.leadsimple.com/en/articles/9421828-shared-inbox-configuration-options.md): Learn how to set up your shared inboxes depending on your team structure and what your company needs. - [How to Use Google Groups and Aliases with LeadSimple Inbox](http://training.leadsimple.com/en/articles/9917403-how-to-use-google-groups-and-aliases-with-leadsimple-inbox.md): Advanced Feature: This article discusses an advanced feature. We recommend reaching out to our customer support team for assistance before enabling it. - [Inbox Auto Assignment Rules](http://training.leadsimple.com/en/articles/11481340-inbox-auto-assignment-rules.md): How to automatically route incoming conversations to the right team members. - [Inbox & Communication Best Practices](http://training.leadsimple.com/en/articles/9358733-inbox-communication-best-practices.md): Best practices for organizing and managing communications with owners, tenants, and other parties using LeadSimple Inbox - [Replying To, Snoozing, & Resolving Conversations](http://training.leadsimple.com/en/articles/5622779-replying-to-snoozing-resolving-conversations.md): How to reply to, initiate, snooze, and resolve conversations - [Quick Reply Templates](http://training.leadsimple.com/en/articles/6150454-quick-reply-templates.md): Learn how to add quick reply templates to Inbox so you can reply to common questions quickly. - [Internal Collaboration: Notes and @Mentions](http://training.leadsimple.com/en/articles/6142814-internal-collaboration-notes-and-mentions.md): Learn how to use notes and @mentions to discuss messages with other team members before replying. - [Navigating Inbox: Using Filters](http://training.leadsimple.com/en/articles/5622735-navigating-inbox-using-filters.md): Learn how to find unresolved, resolved, snoozed, and unassigned conversations in Inbox - [Search for emails, calls & texts \(with Inbox\)](http://training.leadsimple.com/en/articles/6150459-search-for-emails-calls-texts-with-inbox.md): Learn how to search your conversations in Inbox - [How Does Assignment in Inbox Work?](http://training.leadsimple.com/en/articles/9930738-how-does-assignment-in-inbox-work.md): This article will explain the main rules used to assign emails in Inbox to the "Unassigned" Inbox or the "Assigned to me" Inbox. - [Send Later](http://training.leadsimple.com/en/articles/11481888-send-later.md): Schedule a message with Send Later - [Using the "Away" Toggle](http://training.leadsimple.com/en/articles/12161163-using-the-away-toggle.md): The Away Toggle lets you step away from Inbox without worrying about new conversations being assigned to you. - [Organizing Conversations In Categories Using Tags](http://training.leadsimple.com/en/articles/6150469-organizing-conversations-in-categories-using-tags.md): Learn how to use tags to organize your Inbox conversations by team, category, topic and more! - [Automatically assign and route Inbox conversations with Zapier](http://training.leadsimple.com/en/articles/6128996-automatically-assign-and-route-inbox-conversations-with-zapier.md): Use Zapier to automatically assign, tag, or change the status of inbound conversations in your LeadSimple Inbox. - [Email Blocklist: Blocking specific senders in Inbox](http://training.leadsimple.com/en/articles/6150464-email-blocklist-blocking-specific-senders-in-inbox.md): Learn how to block inbound emails from specific email addresses in LeadSimple's Inbox. - [Syncing Emails from Unknown Senders](http://training.leadsimple.com/en/articles/6150465-syncing-emails-from-unknown-senders.md): Learn how to sync all emails or only client emails into your Inbox. - [Can I use Inbox to manage mail sent to my personal business email address?](http://training.leadsimple.com/en/articles/6159495-can-i-use-inbox-to-manage-mail-sent-to-my-personal-business-email-address.md): Learn how we recommend using your personal business email address and how it relates to LeadSimple's Inbox - [Can I send messages on behalf of another user?](http://training.leadsimple.com/en/articles/5625156-can-i-send-messages-on-behalf-of-another-user.md) - [Which files are supported in Inbox Conversations?](http://training.leadsimple.com/en/articles/9573805-which-files-are-supported-in-inbox-conversations.md): Learn which files are supported as uploads and which files can sync over to Inbox. ## CRM & Pipelines - [What are pipelines?](http://training.leadsimple.com/en/articles/2969310-what-are-pipelines.md): Learn about how you can use pipelines to track different types of leads \(such as tenants, buyers, and sellers\). - [Can I use LeadSimple for multiple types of leads, such as tenants or buyers?](http://training.leadsimple.com/en/articles/3983635-can-i-use-leadsimple-for-multiple-types-of-leads-such-as-tenants-or-buyers.md): Yes! Learn how to use pipelines to track multiple types of leads or contacts. - [How do I search for a specific Lead, Property, or Process?](http://training.leadsimple.com/en/articles/2931837-how-do-i-search-for-a-specific-lead-property-or-process.md): Learn how to look up leads by their name, contact info, etc. - [How Do I Edit a Lead's Name?](http://training.leadsimple.com/en/articles/2931169-how-do-i-edit-a-lead-s-name.md): Learn how to update a lead's name and add a company name. - [How do I Reassign a Lead?](http://training.leadsimple.com/en/articles/3667843-how-do-i-reassign-a-lead.md): Learn how to reassign a lead to another user. - [How Do I Delete a Lead?](http://training.leadsimple.com/en/articles/2931131-how-do-i-delete-a-lead.md): Learn how to delete leads in your account. - [How do I Move a Lead from One Pipeline into Another?](http://training.leadsimple.com/en/articles/3453561-how-do-i-move-a-lead-from-one-pipeline-into-another.md): Learn how to move your lead to another pipeline if they were accidentally added to the wrong one. - [Homeowner Association Management in LeadSimple](http://training.leadsimple.com/en/articles/9948683-homeowner-association-management-in-leadsimple.md): Learn more about how to import your HOAs into LeadSimple, start processes, and send emails and texts. ## Operations & Processes - [Customizing a process with the Visual Editor and AI chat](http://training.leadsimple.com/en/articles/15396776-customizing-a-process-with-the-visual-editor-and-ai-chat.md): The Visual Editor gives you a drag-and-drop canvas for building out a process. Its stages, steps, conditions, and email/SMS templates. A chat panel sits alongside it so you can make changes either ... - [Setting up eSignatures in LeadSimple](http://training.leadsimple.com/en/articles/15278518-setting-up-esignatures-in-leadsimple.md): Step-by-step setup for the Signatures workspace: enable the feature, build reusable templates, map fields for prefill, add e-signature steps to processes and pipelines, send prepared documents, and... - [What's the difference between pipelines & processes?](http://training.leadsimple.com/en/articles/10060106-what-s-the-difference-between-pipelines-processes.md): Learn the difference between pipelines and processes and when to use them. - [How can I prevent duplicate tasks in workflows by using unique conditions?](http://training.leadsimple.com/en/articles/15031064-how-can-i-prevent-duplicate-tasks-in-workflows-by-using-unique-conditions.md) - [Do you have pre-built workflows & email templates for me to start with?](http://training.leadsimple.com/en/articles/3983186-do-you-have-pre-built-workflows-email-templates-for-me-to-start-with.md): Yes! Learn more about our free sales workflows for owners and tenants, and learn more about other use cases that will be coming soon. - [Owner Onboarding](http://training.leadsimple.com/en/articles/5375021-owner-onboarding.md): Get an overview of the Owner Onboarding process! - [Property Onboarding](http://training.leadsimple.com/en/articles/5375029-property-onboarding.md): Learn more about the Property Onboarding process template! - [Make Ready Process](http://training.leadsimple.com/en/articles/5375030-make-ready-process.md): Learn more about our Make Ready process template! - [Property Marketing Process](http://training.leadsimple.com/en/articles/5375032-property-marketing-process.md): Learn more about our Property Marketing process template! - [Application Screening Process](http://training.leadsimple.com/en/articles/5375033-application-screening-process.md): Learn more about our Application Screening process template! - [Move In Process](http://training.leadsimple.com/en/articles/5375034-move-in-process.md): Learn more about our Move In process template! - [Lease Renewal Process](http://training.leadsimple.com/en/articles/5375036-lease-renewal-process.md): Learn more about our Lease Renewal process template! - [Move Out Process](http://training.leadsimple.com/en/articles/5375037-move-out-process.md): Learn more about our Move Out process template! - [Delinquency/Rent Collection Process](http://training.leadsimple.com/en/articles/6695850-delinquency-rent-collection-process.md): Learn more about our Delinquency/Rent Collection process template! - [Evictions Process](http://training.leadsimple.com/en/articles/6695855-evictions-process.md): Learn more about our Evictions process template! - [Managing HOAs in LeadSimple](http://training.leadsimple.com/en/articles/10658237-managing-hoas-in-leadsimple.md): Learn how to use LeadSimple to manage your HOA processes! ## Tasks - [πŸ”₯ NEW! Standalone and Recurring tasks](http://training.leadsimple.com/en/articles/9420207-new-standalone-and-recurring-tasks.md): Learn how to create standalone and recurring tasks on your Tasks page. - [Using Tasks](http://training.leadsimple.com/en/articles/828460-using-tasks.md): Learn how to create, manage and use tasks to improve your follow up. - [Task Reporting: View Skipped, Deleted, and Completed Tasks](http://training.leadsimple.com/en/articles/7258545-task-reporting-view-skipped-deleted-and-completed-tasks.md): How do I see if tasks have been skipped, and by which team member? - [I accidentally completed or skipped a task - can I get it back?](http://training.leadsimple.com/en/articles/5416754-i-accidentally-completed-or-skipped-a-task-can-i-get-it-back.md): Learn how to restore a task that's accidentally been skipped or marked as complete. ## Integrations - [Find or rotate your REST API key](http://training.leadsimple.com/en/articles/14803573-find-or-rotate-your-rest-api-key.md): Learn how account admins can enable REST API access, copy an API key, and rotate it when a key needs to be replaced. - [What is Zapier? How does it work and how can I use it?](http://training.leadsimple.com/en/articles/4419531-what-is-zapier-how-does-it-work-and-how-can-i-use-it.md): Learn how you can use Zapier to easily integrate your LeadSimple with hundreds of other softwares to create your own custom automations. - [Overview of MailChimp Integration](http://training.leadsimple.com/en/articles/2969418-overview-of-mailchimp-integration.md): Learn about LeadSimple's integration with MailChimp and what to use it for - [Why Aren't My Contacts Syncing into MailChimp?](http://training.leadsimple.com/en/articles/7834563-why-aren-t-my-contacts-syncing-into-mailchimp.md): Learn more about how syncing works with MailChimp. ## Managing Account, Users and Teams - [Dark Mode in LeadSimple](http://training.leadsimple.com/en/articles/15030789-dark-mode-in-leadsimple.md): Learn how to enable dark mode, switch between light and dark, and let LeadSimple follow your system settings automatically. - [How to Introduce New Users to LeadSimple](http://training.leadsimple.com/en/articles/2963178-how-to-introduce-new-users-to-leadsimple.md): Learn how to onboard new users into LeadSimple - [Adding New Users](http://training.leadsimple.com/en/articles/829470-adding-new-users.md): Here's how to add new users to your company account. - [Managing User Permissions for Pipelines & Processes](http://training.leadsimple.com/en/articles/2963158-managing-user-permissions-for-pipelines-processes.md): Learn how to manage user permissions as an admin user! - [Managing Multiple Teams](http://training.leadsimple.com/en/articles/2963184-managing-multiple-teams.md): Learn how to manage multiple teams in LeadSimple. - [User Permissions for Processes](http://training.leadsimple.com/en/articles/3828371-user-permissions-for-processes.md): Learn how to give user\(s\) permission to processes and how you can limit their permissions. - [Deleting Users](http://training.leadsimple.com/en/articles/2963217-deleting-users.md): Learn how to delete users from your company account. - [Can I limit other users' access to certain pipelines/settings?](http://training.leadsimple.com/en/articles/3983346-can-i-limit-other-users-access-to-certain-pipelines-settings.md): Learn how you can restrict users' access to certain lead pipelines and settings. - [What does "Sorry, no other users can see this" mean and how do I change that?](http://training.leadsimple.com/en/articles/5803074-what-does-sorry-no-other-users-can-see-this-mean-and-how-do-i-change-that.md): Learn why you sometimes can't @mention another user in a Note on a lead/process/conversation, and how you can change that. - [Managing Your User Profile](http://training.leadsimple.com/en/articles/2969547-managing-your-user-profile.md): Learn how to edit your user profile in LeadSimple. - [How To Add Custom Meeting Links To Emails In LeadSimple](http://training.leadsimple.com/en/articles/8808217-how-to-add-custom-meeting-links-to-emails-in-leadsimple.md): Creating a personalised touch in your communication is effortless with custom meeting links in LeadSimple. - [Customize Your Email Signature](http://training.leadsimple.com/en/articles/6191511-customize-your-email-signature.md): You can set up a custom signature for each email account you have connected to LeadSimple! - [Can I change the default view when I first login in to my account?](http://training.leadsimple.com/en/articles/4382028-can-i-change-the-default-view-when-i-first-login-in-to-my-account.md): Learn how to update your default view settings to default to a certain pipeline or to your tasks page. - [How Time Zones Work in LeadSimple](http://training.leadsimple.com/en/articles/7235959-how-time-zones-work-in-leadsimple.md): Learn what to do if your tasks or activities are showing at odd times in LeadSimple. - [How to Customize Email Notifications](http://training.leadsimple.com/en/articles/5901611-how-to-customize-email-notifications.md): Select which email notifications you want to receive from LeadSimple \(or opt out of all\). - [Using Enterprise Bank & Trust Credits to Pay for LeadSimple](http://training.leadsimple.com/en/articles/8251185-using-enterprise-bank-trust-credits-to-pay-for-leadsimple.md): Learn more about how we have teamed up with Enterprise Bank & how to use your credits to pay for your LeadSimple subscription and consulting - [Which plan is right for me? / What is included on my current plan?](http://training.leadsimple.com/en/articles/3649143-which-plan-is-right-for-me-what-is-included-on-my-current-plan.md): Learn exactly which features and how many users are included in each plan. - [How to change my billing plan?](http://training.leadsimple.com/en/articles/4352536-how-to-change-my-billing-plan.md): Learn how to switch your plan between Phone & Inbox, CRM, or Operations. - [How do I change my CRM plan from monthly to annual billing or from annual to monthly billing?](http://training.leadsimple.com/en/articles/3359388-how-do-i-change-my-crm-plan-from-monthly-to-annual-billing-or-from-annual-to-monthly-billing.md): Learn how to switch your plan from monthly to annual billing to take advantage of the discount. - [How Do I Change the Email Address Invoices are Sent to?](http://training.leadsimple.com/en/articles/3649132-how-do-i-change-the-email-address-invoices-are-sent-to.md) - [How Do I Update The Card Used For Billing?](http://training.leadsimple.com/en/articles/2931116-how-do-i-update-the-card-used-for-billing.md): Learn how to update the card LeadSimple charges each period. - [How do I cancel my account?](http://training.leadsimple.com/en/articles/9516287-how-do-i-cancel-my-account.md): Learn how to cancel your account in this article! - [What to Do if Your Billed Units Are Higher Than Expected - AppFolio](http://training.leadsimple.com/en/articles/9939978-what-to-do-if-your-billed-units-are-higher-than-expected-appfolio.md): To resolve this, the tagged units need to be marked as inactive in AppFolio to exclude them from your billed units count. - [How to Merge Two LeadSimple Accounts](http://training.leadsimple.com/en/articles/10023712-how-to-merge-two-leadsimple-accounts.md): Have two LeadSimple accounts and want to merge them into one? Follow the steps in this article! ## Reporting & Forecasting - [Closed Business Report](http://training.leadsimple.com/en/articles/2890445-closed-business-report.md): Learn how to use the Closed Business report to measure stats like won leads this year, valid lead volume by source, and more. - [Phone Performance Reports](http://training.leadsimple.com/en/articles/2932239-phone-performance-reports.md): Learn how to run analytics on your Call and SMS Performance. - [Agent Activity Report](http://training.leadsimple.com/en/articles/829483-agent-activity-report.md): Get a brief overview of the Activity report. - [Conversion Report](http://training.leadsimple.com/en/articles/16044703-conversion-report.md): Description: Learn how to use the Conversion report to track stage-to-stage movement, time in stage, time to close, and agent performance for your pipelines and processes. - [New! Operations Dashboard](http://training.leadsimple.com/en/articles/9572461-new-operations-dashboard.md): Learn how to find and use the Operations Dashboard to pull important metrics about your processes. - [On Track vs Off Track Processes](http://training.leadsimple.com/en/articles/3828378-on-track-vs-off-track-processes.md): Learn how to use the due date features to track whether a process is on track and how to identify any issues before they become a problem. - [Recommended Saved Views & Dashboard Reporting](http://training.leadsimple.com/en/articles/5112457-recommended-saved-views-dashboard-reporting.md): Best practices on how to customize columns, filters, statistics, and save those settings as reports or views for easy access later. - [Process Dashboard & Reporting](http://training.leadsimple.com/en/articles/4790248-process-dashboard-reporting.md): Learn how you can customize your process dashboards and create custom reports. ## Advanced Features - [How to Use Tags](http://training.leadsimple.com/en/articles/2969341-how-to-use-tags.md): Learn how to create and use tags on leads, properties, contacts, and processes. - [Customize Process Names](http://training.leadsimple.com/en/articles/5470847-customize-process-names.md): Learn how to use contact merge tags or property street merge tag to help name your processes! - [Dynamic Links / URLs](http://training.leadsimple.com/en/articles/5278366-dynamic-links-urls.md): Learn how to incorporate merge fields into your links/urls in email and text templates to create dynamic links. - [Can data on a process custom field/merge tag be used across multiple processes?](http://training.leadsimple.com/en/articles/5610621-can-data-on-a-process-custom-field-merge-tag-be-used-across-multiple-processes.md): Learn how data from processes in a custom field/merge tag is copied into a sub-process. - [Error Messages in LeadSimple \(Comprehensive Guide\)](http://training.leadsimple.com/en/articles/6827395-error-messages-in-leadsimple-comprehensive-guide.md): This article reviews all the error messages you may receive while using LeadSimple, what they mean, and how to resolve them. - [🌟 Referral Program Overview: Share & Earn](http://training.leadsimple.com/en/articles/11518453-referral-program-overview-share-earn.md): We’ve made it easy \(and rewarding\) to spread the word about LeadSimple. - [Property Forms: Customize Fields by Property Type](http://training.leadsimple.com/en/articles/15036010-property-forms-customize-fields-by-property-type.md): Control which fields appear when creating properties in LeadSimple β€” and make them required β€” based on property category. - [Universal Search in LeadSimple](http://training.leadsimple.com/en/articles/15707402-universal-search-in-leadsimple.md): Find anything in your account β€” notes, tasks, contacts, and more β€” with LeadSimple's new Universal Search. - [Delete Processes in Bulk](http://training.leadsimple.com/en/articles/5403611-delete-processes-in-bulk.md): Learn how to delete multiple processes at once. - [Can I select multiple leads/processes/properties at once?](http://training.leadsimple.com/en/articles/5426871-can-i-select-multiple-leads-processes-properties-at-once.md): Learn how to make edits in bulk to leads, processes or properties. ## Product Updates - [LeadSimple Jotform Integration](http://training.leadsimple.com/en/articles/13485315-leadsimple-jotform-integration.md): Automatically create CRM leads or Ops Processes from Jotform submissions, map form fields, choose routing, and control duplicate handling. ## E-Signatures - [E-Signatures overview](http://training.leadsimple.com/en/articles/15345151-e-signatures-overview.md): Learn what E-Signatures do in LeadSimple and how requests move from template setup to completed signed PDFs. - [Create an E-Sign Template](http://training.leadsimple.com/en/articles/15345184-create-an-e-sign-template.md): Upload a PDF, add signer fields, and prepare a reusable E-Sign Template for workflow steps. - [Add an E-signature step to a workflow](http://training.leadsimple.com/en/articles/15345210-add-an-e-signature-step-to-a-workflow.md): Configure a workflow step to send a ready E-Sign Template, route signers, and prefill fields. - [Assign signer roles and send e-signature requests](http://training.leadsimple.com/en/articles/15345219-assign-signer-roles-and-send-e-signature-requests.md): Choose the right signer for each role and understand how LeadSimple sends e-signature tasks automatically. - [Track e-signature requests and download signed documents](http://training.leadsimple.com/en/articles/15345230-track-e-signature-requests-and-download-signed-documents.md): Use the Signatures page and contact activity to monitor signer progress and find completed signed PDFs. - [Troubleshoot e-signature setup and sending](http://training.leadsimple.com/en/articles/15345242-troubleshoot-e-signature-setup-and-sending.md): Fix common issues with missing templates, unmapped signer roles, blank required fields, email accounts, and failed sends. ## AI Agent - [AI Agent overview](http://training.leadsimple.com/en/articles/15345447-ai-agent-overview.md): Learn what the AI Agent can handle and where to manage it in LeadSimple. - [Set up your AI Agent](http://training.leadsimple.com/en/articles/15345516-set-up-your-ai-agent.md): Configure the AI Agent voice, greeting, custom instructions, and active phone lines. - [Route calls to the AI Agent](http://training.leadsimple.com/en/articles/15345535-route-calls-to-the-ai-agent.md): Send whole phone numbers, IVR extensions, or unanswered calls to the AI Agent. - [Build the AI Agent knowledge base](http://training.leadsimple.com/en/articles/15345545-build-the-ai-agent-knowledge-base.md): Add policies, FAQs, and guidance the AI Agent can use for voice and text conversations. - [Respond to texts with AI](http://training.leadsimple.com/en/articles/15345549-respond-to-texts-with-ai.md): Turn on AI text replies for a phone number and understand when the agent will or will not reply. - [AI Agent follow-up actions and records](http://training.leadsimple.com/en/articles/15345558-ai-agent-follow-up-actions-and-records.md): Understand how AI Agent calls and texts create leads, tasks, work orders, call records, and transcripts. - [Troubleshoot AI Agent setup and responses](http://training.leadsimple.com/en/articles/15345563-troubleshoot-ai-agent-setup-and-responses.md): Fix common issues with routing, AI text replies, knowledge base sync, and automated follow-up actions. ## LeadSimple Maintenance - [LeadSimple Maintenance overview](http://training.leadsimple.com/en/articles/15346855-leadsimple-maintenance-overview.md): What LeadSimple Maintenance does and what needs to be set up before your team starts managing work orders. - [Create and manage maintenance work orders](http://training.leadsimple.com/en/articles/15346991-create-and-manage-maintenance-work-orders.md): How to create a work order, fill in the key details, and use the Maintenance dashboard to track work. - [Collect maintenance requests with request links](http://training.leadsimple.com/en/articles/15347101-collect-maintenance-requests-with-request-links.md): Use public request links so residents can submit maintenance issues with contact details, access notes, and files. - [Create work orders from maintenance text conversations](http://training.leadsimple.com/en/articles/15347141-create-work-orders-from-maintenance-text-conversations.md): Convert tagged maintenance text conversations into work orders without retyping the request. - [Request, review, and select vendor quotes](http://training.leadsimple.com/en/articles/15347161-request-review-and-select-vendor-quotes.md): Track quote requests, vendor submissions, manual quotes, selected quotes, and quote-related files on a work order. - [Send owner quote reviews](http://training.leadsimple.com/en/articles/15347170-send-owner-quote-reviews.md): Send submitted quotes to owners for approval, quote selection, or a declined response. - [Send vendor assignments and track work](http://training.leadsimple.com/en/articles/15347187-send-vendor-assignments-and-track-work.md): Send assigned vendors secure work links and track acknowledgement, in-progress, and completion updates. - [Confirm schedules and completion with tenants](http://training.leadsimple.com/en/articles/15347199-confirm-schedules-and-completion-with-tenants.md): Use tenant response tasks to confirm scheduled visits and ask residents whether work is complete. - [Use repair groups for duplicate maintenance requests](http://training.leadsimple.com/en/articles/15347215-use-repair-groups-for-duplicate-maintenance-requests.md): Group related work orders from the same repair while keeping each resident request linked to its tenant. - [Sync maintenance work orders with your property management system](http://training.leadsimple.com/en/articles/15347230-sync-maintenance-work-orders-with-your-property-management-system.md): Configure work-order sync for connected systems that support Maintenance work orders.