Easy Onboarding

Setting up Lexi is straightforward. Our team will guide you through a hassle-free onboarding process, ensuring Lexi is tailored perfectly to fit into your existing systems and workflows.

Step 1.

Onboarding Form

Every business is unique, and so is Lexi’s approach to yours. Fill out a simple form to tell us about your business needs, goals, and challenges in lead management.

Step 2.

Onboarding Call

Engage in a one-on-one discussion with our AI experts to understand your specific requirements and needs. Our goal to understand the language and qualifying parameters you use for your leads.

Step 3.

Customizing Lexi

Based on your completed onboarding questionnaire, we’ll customize our AI Lead Engagement Platform to suit your unique needs. Whether it’s your specific lingo, your desired qualifications for leads, or anything in between, our system will adapt.

Step 4.


Before we go live, we’ll test our platform with you to ensure that everything is functioning perfectly and in alignment with your needs. Our priority is to get things right and to ensure our solution works seamlessly within your business operations.

Step 5.


With Lexi now ready, it’s time to go live! Watch as your lead management process becomes more efficient, your team more productive, and your customer interactions more engaging.

Step 6.

Continuous Support

Our dedicated support team is always available to assist you with any questions or additional training needs. With Lexi, you’re not just adopting a tool; you’re gaining a partner in growth.

Free Your Time,
Focus on Closing Deals

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