1
Getting Started
5 min
- Account setup and business type selection
- Connecting your WhatsApp Business number
- Adding your first knowledge source (website or docs)
- Testing your AI with sample conversations
Advanced Training
Master LeadCeleris in Under 30 Minutes
Comprehensive training for power users who want to unlock every feature. Learn AI customization, advanced automation, and analytics optimization.
6 modules · 31 minutesVideo + hands-on practice
Most users don't need training
- No training needed for basic use — just connect WhatsApp and go live
- AI handles 90% of inquiries automatically from day one
- Get started in less than 60 seconds with our guided setup
This page is for power users who want to master advanced features like custom AI training, complex automation workflows, and data-driven optimization.
Training Curriculum
Six modules covering everything from setup to advanced optimization
2
Knowledge Base & AI Training
8 min
- How AI learns from your website and documents
- Manually adding products, services, and pricing
- Setting business hours and location info
- Teaching AI your brand voice and tone
- Adding FAQs and common customer objections
3
Lead Management & Qualification
6 min
- Understanding lead scoring (Hot, Warm, Cold)
- Setting up auto-qualification criteria
- Managing leads in the unified inbox
- Taking over conversations from AI
- Escalation rules and notifications
4
Automation & Follow-ups
5 min
- Setting up automated follow-up sequences
- Scheduling reminders and callbacks
- AI-driven appointment booking
- Order and booking capture workflows
5
Broadcasts & Campaigns
4 min
- Creating broadcast messages to segments
- Using AI-generated lead segments
- Scheduling campaigns for optimal timing
- Tracking broadcast performance
6
Analytics & Optimization
3 min
- Reading your dashboard metrics
- Identifying top-performing AI responses
- Finding drop-off points in conversations
- A/B testing different AI strategies
Learn by doing
Every module includes hands-on exercises in a safe practice environment
Watch
Short video demonstrations of each feature
Practice
Try it yourself with guided exercises
Master
Apply what you learned to your business
Ready to become a power user?
Sign up for free and unlock the complete training curriculum inside the Dashboard.
No credit card required · Access all training modules instantly