Help center
LeadPilot by Calendarharvest help center
Every article describes what the product does, checked against its code, with the date it was last verified.
Not live yet: LinkedIn steps; Stripe checkout (paying for a plan online). Where this article describes them, they are built and tested only against simulated services. Free trials and online plan changes described here start through online checkout, which is not live yet; to start, book a call. Features marked off by default must be switched on by an administrator. See known limitations.
All articles
- What is LeadPilot?: LeadPilot is an outbound sales system.
- Who LeadPilot is for, and who it is not for: This article helps you decide whether LeadPilot fits your business before you sign up.
- Getting started with LeadPilot: This article walks you through your first session: creating an account, verifying your email and phone, choosing a plan, and launching your first strategy.
- The research pipeline: When you launch a strategy, LeadPilot runs a research pipeline: a fixed series of AI research steps that ends in a written strategy document.
- Strategy verification (the 10 checks): After the research pipeline finishes, LeadPilot checks the strategy document against 10 separate criteria before anything can reach a real person.
- Lead sourcing and email verification: Once a strategy is verified, LeadPilot can find people who match it, look up their email addresses and check that those addresses accept mail.
- Personalization and claim verification: LeadPilot writes each outreach message for one person, using what it actually knows about them.
- Sequences and follow-ups: A sequence is the series of messages LeadPilot sends to each lead in a strategy.
- Sending email through Gmail: LeadPilot sends outreach email from the Gmail account you connect, automatically, inside a send window and a daily limit that grows slowly while the account warms up.
- WhatsApp outreach: LeadPilot can send outreach on WhatsApp through Meta's WhatsApp Business Cloud API.
- LinkedIn outreach and your LinkedIn network: LeadPilot has two separate LinkedIn features.
- The send-review queue and approvals: LeadPilot sends outreach automatically.
- Replies and the unified inbox: When a prospect replies by email, WhatsApp or LinkedIn, LeadPilot stores the reply, classifies it, and changes what happens next in their sequence.
- Booking meetings and your calendar: Prospects can book a meeting with you in two ways: through a booking page on LeadPilot's own calendar, or through a Calendly link.
- Meetings, prep briefs, the meeting room and transcripts: Once a prospect books, LeadPilot helps you prepare for the call, run it, and follow up.
- CRM and integrations: LeadPilot has its own CRM, and it can also connect to HubSpot, Salesforce, Slack, and tools like Zapier or Make.
- The learning loop and A/B tests: LeadPilot records what happens to every message it sends (sent, replied, booked and so on) and uses those records to inform future work.
- Analytics, health score and ROI: LeadPilot reports on your campaigns in several places: the Analytics page, the Revenue & ROI page, a shareable ROI dashboard, and a Pipeline Health Score.
- Deliverability and mailbox health: Deliverability is whether your emails reach the inbox.
- Compliance (CAN-SPAM, GDPR, CASL, PDPA): LeadPilot builds several compliance safeguards into how it sends: an unsubscribe route in every email, a suppression list checked right before every send, rules that depend on where the recipient is, and a record of what was checked.
- Privacy, data retention and deletion: This article explains what LeadPilot stores about you and about the prospects you contact, how long it keeps it, and what you can download or delete yourself.
- Plans, limits and billing: Every LeadPilot account is on a plan.
- Account security, sign-in and API keys: This article covers how signing in works, how long you stay signed in, how to change or reset your password, how personal API keys work, and why an account can be blocked or suspended.
- Workspaces, team roles and agency mode: A workspace lets other people work on your LeadPilot account with a role that limits what they can do.
- Pausing and stopping outreach: LeadPilot sends outreach automatically from a server, so closing the app does not stop it.
- The Android app: LeadPilot has an Android app.
- Troubleshooting: This article covers the problems customers run into most: a strategy that seems stuck, a strategy that failed verification, Gmail that needs reconnecting, error codes such as 402, 429 and 503, outreach that is not sending, and bounces.
- Glossary of LeadPilot terms: This page explains the words LeadPilot uses in the app and in this help center.
- Known limitations: This is an honest list of what LeadPilot does not do, does not do yet, or has not yet proven against the real outside services it connects to.
- Contacting support and checking service status: You can get help inside LeadPilot in two ways: ask the support assistant, or send a ticket to the team.