Vaulty is LeadVault's AI assistant. It lives in the search box at the top of every page, where it says Search, or ask Vaulty. Type, or press the microphone and say it.
Find leads
A name, phone or email finds the lead straight away. Anything else, Vaulty turns into a list:
- CA refis over $300k, oldest first
- my leads waiting for a call
- debt leads with more than 10 creditors from last week
- how many leads came in this week, by source
The list opens with the same filters you'd pick by hand, so you can change them, or press Save view to keep it.
Get things done
| Say | What happens |
|---|---|
| note for Mike McDonald: wants a 30-year fixed, call back Friday 2pm | The lead opens with the note and callback filled in |
| move Sarah Lee to Qualified and give her to Ana | The lead opens with the stage and person picked |
| email Sarah Lee about today's rates | Vaulty writes a draft for you to check |
| add John Smith 310-555-0142, CA, refinance $400k | Add lead opens filled in |
| give back my lead Maya Evans, Spanish language barrier | Give back opens filled in |
| grab Dana Jensen | Up for grabs opens with that lead ready to take |
| open the dashboard | That page opens |
Nothing is saved until you check it and press the button once.
Vaulty never sees SSNs or dates of birth. It's told your field names, sources, stages and people's names to understand you, not your leads.
Ask how to do something
Start with how do I, where do I, why or what is, and Vaulty answers on its own page instead of searching your leads:
- how do I put our form on our WordPress site?
- why can't I call leads yet?
- is our form on www.example.com/quote? (Vaulty checks the page for your form)
- what JSON do I post from our lead vendor? (the sample uses your own question keys)
It answers from this help center and what it can see of your account: your role, what's switched on and set up, and your forms. It links the settings page to open next and the guides it used. On the help center, press Ask Vaulty beside the search box to ask there.
With your voice
Press the microphone and speak. Vaulty asks once you've stopped for 3 seconds. Saying "Hey Vaulty" first is fine.
Didn't answer it? Ask us.