Neugent help
How to set up and use everything in Neugent Lead and Neugent Assistant, step by step.
Getting started
- Create your workspaceSign up, name your organization, and do the five things that make everything else work.
- Invite your team and choose rolesSend invitations, pick the right role for each person, and change or remove members.
- Find your way aroundThe sidebar, search and shortcuts, asking Neugent from any page, and your account.
- Neugent Lead or Neugent AssistantWhat each plan includes, their limits, and how to change plans.
Capturing leads
- Connect where leads come fromWebsites, WordPress, Tag Manager, ads, form tools, your inbox, and your phone line.
- How first response worksWhat happens in the minutes after a lead arrives, and how to change it.
- Website chatA chat on your site that answers only what you approve, takes details, and books.
Leads and companies
- Work with leadsSearch, filter, save views, move deals along the pipeline, and keep what needs doing in view.
- Import and export leadsBring in a CSV, match its columns, and download any list.
- CompaniesHow companies are created, and what a company page shows.
- AnalyticsResponse time, meetings, sources that book, and outreach sent.
Outreach and inbox
Meetings and calls
- Booking links and calendarsConnect your calendar, set working hours, and put a booking page on your website.
- MeetingsA calendar of what is booked, next to your own calendar; book by hand, cancel, and mark no-shows.
- Calls, texts, and the voice agentConnect a phone number, call leads, and set up the agent that calls for you.