Create a Source

Track where your leads come from.

Create a Lead Source

One minute. Know where every lead came from.

Go to Lead Sources in the sidebar
Click + New Source
Name it (e.g., "Facebook Ads", "Website Form")
Select the type:
- Webhook — For ad platforms and integrations
- Form — Embed on your website
- Manual — Leads you add yourself
(Optional) Assign an AI agent
Click Create

Done.

After creation:

Type	What You Get
Webhook	A unique URL to paste in Facebook, Google, Zapier, etc.
Form	Embed code for your website
Manual	Just a label for tracking

When you assign an AI agent to a source, every lead from that source gets contacted automatically.

Lead arrives from Facebook → Assigned to Facebook Agent → AI texts within seconds

No manual work.

"Can I rename a source later?" Yes. Edit anytime.

"Can I delete a source?" Yes. Existing leads keep their source reference for reporting.

"What's the difference between Webhook and Form?" Webhook receives data from external systems. Form is a widget you embed.

"Do I need different sources for different ad campaigns?" Recommended. Easier to track ROI per campaign.

"Can I have multiple sources for the same platform?" Yes. Create "Facebook - Campaign A" and "Facebook - Campaign B".

"What if a lead comes in without a source?" It's labeled "Unknown" or "Manual" depending on how it arrived.