Support Center

1. Log into your Lead Connector account.
2. Open the Marketplace tab in the left sidebar.
3. Search for "Insurance Grok Bot".
4. Click Install and approve the requested permissions.
5. You'll be redirected to complete your subscription and set a password.

This usually means the OAuth handshake completed but the redirect was blocked by a popup blocker or the browser tab closed prematurely.

Fix:

1. Go to Login and sign in with the email associated with your Lead Connector account.
2. If you haven't set a password yet, go to Setup Progress to see exactly where you are and pick up from there.
3. Check that your browser allows popups from this domain.

This means your account exists but isn't linked to your Lead Connector account's API tokens yet.

Fix:

1. Click the green "Connect Lead Connector" button on your dashboard.
2. This starts the OAuth flow. You'll be redirected to Lead Connector to approve access.
3. Once approved, your tokens are saved and the button disappears.

If the button keeps reappearing, your OAuth token may have expired. Click it again to re-authorize.

Lead Connector OAuth tokens expire periodically. The system automatically refreshes them, but in rare cases the refresh can fail.

Fix:

1. Go to your Dashboard.
2. Click "Connect Lead Connector" to re-authorize.
3. This generates fresh tokens and the bot resumes working immediately.

Your Location ID is automatically filled in during the Marketplace installation. If it shows as blank or a temporary value:

1. Log into Lead Connector.
2. Go to Settings → Business Info.
3. Your Location ID is in the URL bar: app.leadconnector.com/v2/location/YOUR_LOCATION_ID/...
4. Copy that ID and paste it into the Location ID field on your dashboard.
5. Click Save Configuration.

1. Go to your Dashboard → Bot Configuration tab.
2. Next to the Calendar dropdown, click the "Load" button.
3. This fetches all calendars from your connected Lead Connector account.
4. Select the calendar you want the bot to book appointments on.
5. Click Save Configuration.

1. In Lead Connector, go to Settings → My Staff (or Team Management).
2. Click on your user profile.
3. The User ID appears in the URL: ...users/YOUR_USER_ID
4. Alternatively, your User ID was captured during installation. Check if it's already filled in on your dashboard.

The CRM User ID tells the bot which user account to send messages as inside your Lead Connector location.

Bot First Name: The name the bot uses when introducing itself to leads. Example: "Hey, this is Sarah from..."

Initial Message: The very first outreach message the bot sends when a new lead comes in. This is the opening line of the conversation.

To update either one:

1. Go to your Dashboard.
2. Edit the fields under Bot Configuration.
3. Click Save Configuration.

Select the timezone that matches your business operating hours. This is used when the bot presents available calendar slots to leads so times display correctly.

Common US timezones:

• America/New_York — Eastern
• America/Chicago — Central
• America/Denver — Mountain
• America/Los_Angeles — Pacific

1. Make sure you clicked the "Save Configuration" button (not just the browser back button).
2. Look for a green "Settings saved successfully!" confirmation banner at the top of the page.
3. If you see a red error banner, the save failed. Common causes:
   • A required field was left empty.
   • Your session expired. Log out and back in, then try again.
4. Hard-refresh the page (Ctrl+Shift+R or Cmd+Shift+R) to confirm the values are saved.

Check these in order:

1. Subscription active? Log into your dashboard. If you see a "Subscription Required" message, you need to subscribe first.
2. OAuth tokens valid? Check the sidebar for "Token Expired". If expired, click Connect Lead Connector to re-authorize.
3. Location ID set? Make sure your Location ID field isn't empty or showing a temporary value.
4. Calendar selected? The bot needs a calendar to function. Click Load next to the calendar dropdown and select one.
5. Webhook active? In your Lead Connector account, go to Settings → Webhooks and verify the InsuranceGrokBot webhook URL is listed and active.

The bot uses a memory system that stores conversation history and facts about each lead. If it seems to loop:

• Short conversations: The first 2-3 exchanges may feel similar as the bot gathers initial information. This is normal discovery behavior.
• After 5+ messages: If it's still repeating, the lead's answers may not have been clear enough for the bot to register. The lead can try giving more direct answers.
• Database issue: In rare cases, the narrative memory may not have saved correctly. The bot will recover on the next message as it re-reads the full conversation history from Lead Connector.

Occasionally the AI model may produce an unexpected response. This is rare and typically self-corrects on the next message.

If it happens repeatedly:

1. Check your Initial Message on the dashboard. If it contains special characters or formatting, simplify it to plain text.
2. Verify your Bot First Name is a normal first name (no symbols, no full sentences).
3. The issue usually resolves itself. The bot reads the full conversation each time and adjusts.

1. Calendar selected? On your dashboard, click Load next to the calendar dropdown. Make sure a calendar is selected and saved.
2. Availability set? The bot pulls available slots from your Lead Connector calendar. If no availability is configured, there are no slots to show. Go to Calendars in Lead Connector and set your available hours.
3. Timezone correct? If slots show at wrong times, your timezone setting on the dashboard may not match your Lead Connector calendar's timezone. Update it and save.
4. Slots fully booked? The bot shows the next 3 days of availability. If all slots are booked, the bot won't have any to offer.

The bot automatically stops responding when:

• An appointment is booked.
• The lead requests to stop or opts out.
• A manual (human) reply is detected in the Lead Connector conversation from your side.

To manually pause the bot for a lead, simply send a message to that lead yourself inside Lead Connector. The bot recognizes human agent activity and steps back.

1. Log into your Dashboard.
2. Click the Billing & Subscription tab.
3. Click "Open Stripe Portal".
4. In the Stripe portal, click Update payment method and enter your new card details.

1. Go to your Dashboard → Billing & Subscription tab.
2. Click "Open Stripe Portal".
3. Click "Cancel plan" in the Stripe portal.

Your access continues until the end of the current billing period. No partial refunds are issued for the remaining days.

This can happen if there's a brief delay between Stripe processing and our system updating.

Fix:

1. Wait 1-2 minutes and refresh the page. Stripe webhooks usually arrive within seconds, but occasionally take longer.
2. Check that you used the same email for both your Stripe checkout and your dashboard login. If they don't match, the system can't link your payment to your account.
3. Log out and back in to refresh your session.
4. Check your email for a Stripe receipt confirming the charge went through.

All plans include a 7-day free trial. Cancel anytime through the Stripe portal.

1. Go to your Agency Dashboard.
2. Scroll down to the sub-account list.
3. For each sub-account showing "Pending", click "Send Invite".
4. An email is sent to the agent's email on file with a link to claim their account.
5. Alternatively, click "Invite All Pending Users" at the top to bulk-invite everyone at once.

1. Ask them to check their spam/junk folder.
2. Verify the agent email shown on the sub-account card is correct. If it says "No email detected", the Lead Connector account may not have an email associated.
3. Click "Resend Invite" on their sub-account card to send another email.
4. If the email is still not delivered, you can share the invite link directly. After clicking Resend, check for a "Manual invite link" popup with a direct URL.

This means the sub-account hasn't completed the OAuth connection to Lead Connector yet.

Fix:

1. The sub-user needs to log into their account and click "Connect Lead Connector".
2. Alternatively, you (the agency owner) can click "Enter Dashboard" on their card and connect on their behalf.

1. On the Agency Dashboard, expand the sub-account card.
2. Click "Enter Dashboard".
3. You'll enter that sub-account's individual dashboard where you can configure their Location ID, Calendar, Bot Name, Timezone, and Initial Message.
4. Save the settings. They take effect immediately.

Reset Data clears all conversation history, stored facts, and bot memory for that sub-account's location. The bot configuration (calendar, timezone, etc.) is preserved.

1. Go to Forgot Password.
2. Enter the email address associated with your account.
3. Check your inbox (and spam folder) for a reset link.
4. Click the link and choose a new password.

The reset link expires after 30 minutes. If it expires, request a new one.

• Login — For individual users and sub-account agents.
• Agency Login — For agency owners who manage multiple sub-accounts.

If you're unsure which you are: if you were invited by an agency owner, use the regular Login. If you installed the app yourself and manage sub-accounts, use Agency Login.

1. Check your email for an invite from your agency owner.
2. Click the claim link in the email.
3. Set a password on the claim page.
4. You can now log in at Login and access your individual dashboard.

If you didn't get an email, ask your agency owner to resend the invite from their Agency Dashboard.

LeadConnector is the default CRM. Most users are connected automatically via the Marketplace install.

1. Go to the LeadConnector Marketplace.
2. Search for "Insurance Grok Bot" and click Install.
3. Approve the requested permissions (contacts, calendars, messaging).
4. You'll be redirected to set up your account and subscription.
5. Your OAuth tokens, Location ID, and Calendar are set automatically.

Features: Two-way SMS, calendar booking, free slot detection, contact sync, OAuth auto-connect.

Connect Salesforce via OAuth 2.0 for full contact lifecycle management.

1. In Salesforce, go to Setup → App Manager → New Connected App.
2. Enable OAuth Settings and add scopes: full, api, refresh_token.
3. Copy your Consumer Key (Client ID) and Consumer Secret.
4. Generate an OAuth access token (use Salesforce's OAuth flow or Workbench).
5. In your InsuranceGrokBot dashboard, go to the Connect tab.
6. Select Salesforce and enter your Instance URL, Access Token, Refresh Token, Client ID, and Client Secret.
7. Click Save Integration, then Test Connection.

Features: Contact search (SOQL), event booking, SMS via Twilio, activity timeline logging, auto token refresh.

Connect HubSpot using a Private App token or OAuth credentials.

1. In HubSpot, go to Settings → Integrations → Private Apps.
2. Click Create a private app.
3. Under Scopes, enable: crm.objects.contacts (read/write), crm.objects.deals, sales-email-read.
4. Click Create app and copy the Access Token.
5. In your InsuranceGrokBot dashboard, go to the Connect tab.
6. Select HubSpot and paste the Access Token.
7. (Optional) Add your Owner ID for meeting assignments — find it under Settings → Users & Teams.
8. Click Save Integration, then Test Connection.

Features: Contact search & dedup, meeting booking, SMS via Twilio, communication timeline logging.

Connect Pipedrive with an API token for contact and deal management.

1. In Pipedrive, go to Settings → Personal Preferences → API.
2. Copy your Personal API Token.
3. Note your Company Domain (the subdomain from yourcompany.pipedrive.com).
4. In your InsuranceGrokBot dashboard, go to the Connect tab.
5. Select Pipedrive and enter your Company Domain and API Token.
6. (Optional) Enter User ID, Pipeline ID, and Stage ID for deal assignment.
7. Click Save Integration, then Test Connection.

Features: Contact search, auto deal creation, activity scheduling, SMS via Twilio, note logging.

Connect Zoho CRM using OAuth 2.0. Tokens are auto-refreshed (Zoho tokens expire hourly).

1. Go to Zoho API Console and create a Self Client.
2. Add scopes: ZohoCRM.modules.ALL, ZohoCRM.users.READ.
3. Generate a Grant Token, then exchange it for an Access Token and Refresh Token.
4. Copy your Client ID and Client Secret from the API Console.
5. In your InsuranceGrokBot dashboard, go to the Connect tab.
6. Select Zoho CRM and enter all four fields plus your Data Center region.
7. Click Save Integration, then Test Connection.

Features: Contact search, event booking, native email sending, SMS via Twilio, note logging, auto token refresh.

Connect any app via Zapier webhooks. Route bot events to your CRM, email, Slack, or any of 6,000+ apps.

1. In Zapier, create a new Zap and select "Webhooks by Zapier" as the trigger.
2. Choose "Catch Hook" and copy the webhook URL provided.
3. In your InsuranceGrokBot dashboard, go to the Connect tab.
4. Select Zapier and paste the Catch Hook URL.
5. (Optional) Create separate hooks for messages and bookings, and enter those URLs too.
6. Click Save Integration.
7. Back in Zapier, test the trigger to receive sample data, then add your action steps (e.g., create lead in your CRM, send email, etc.).

Features: Universal webhook relay, custom event routing, works with 6,000+ apps.

Insureio is an insurance-industry CRM for lead management and quoting. Connect via API key.

1. Log into your Insureio account and go to Account Settings → API.
2. Copy your API Key.
3. Find your Brand/Profile ID (required for lead creation) in your Insureio brand settings.
4. In your InsuranceGrokBot dashboard, go to the Connect tab.
5. Select Insureio and enter your API Key, Brand ID, and (optionally) your subdomain.
6. Click Save Integration, then Test Connection.

Features: Lead creation, consumer lookup, insurance-specific fields, SMS via Twilio, webhook booking relay.

If you're using Salesforce, HubSpot, Pipedrive, Zoho, or Insureio, the bot sends SMS via Twilio. LeadConnector users don't need this — SMS works natively.

1. Sign up at twilio.com and verify your account.
2. Go to Console Dashboard and copy your Account SID and Auth Token.
3. Under Phone Numbers, buy a number with SMS capability (or use an existing one).
4. In your InsuranceGrokBot Connect tab, enter the three Twilio fields:
   • Twilio Account SID
   • Twilio Auth Token
   • Twilio Phone Number (in +1XXXXXXXXXX format)
5. Click Save Integration. The bot will now send SMS through Twilio.