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AI Features Overview

What AI Features Are Availableโ€‹

LeadHub includes three AI-powered features that help your team work smarter and faster:

  1. Lead Enrichment โ€” automatically fills in missing information about a lead (company name, job title, industry, LinkedIn URL) using their email address
  2. Next Best Action Coaching โ€” suggests what to do next with a lead, based on their history and status
  3. AI Email Composer โ€” writes personalized email drafts for you, ready to review and send

All three features are optional. LeadHub works completely without them.

Requirement: OpenAI API Keyโ€‹

All AI features use OpenAI's API to do their work. OpenAI is the company behind ChatGPT. You need an account with them and an API key.

How to Get an OpenAI API Keyโ€‹

  1. Go to platform.openai.com and create an account.
  2. Add a payment method (OpenAI charges by usage โ€” see Cost section below).
  3. Go to API Keys in your OpenAI dashboard and click Create new secret key.
  4. Copy the key โ€” it starts with sk-.

Where to Enter It in LeadHubโ€‹

Go to Settings โ†’ Integrations โ†’ OpenAI in the admin panel and paste your API key there.

Alternatively, your system administrator can add it to the server's configuration file as OPENAI_API_KEY.

Costโ€‹

AI features use your OpenAI account, and OpenAI charges you based on how much you use.

  • Lead enrichment: typically less than $0.01 per lead
  • Email drafting: typically less than $0.01 per draft
  • Next best action: typically less than $0.01 per recommendation

For most teams, AI features cost a few dollars per month. If you have thousands of leads and run enrichment on all of them, costs can be higher. Check your OpenAI billing dashboard to monitor usage.

LeadHub does not charge you separately for AI features. You pay OpenAI directly through your OpenAI account.

Privacyโ€‹

When you use AI features, LeadHub sends some of the lead's information to OpenAI's API for processing. Specifically:

  • For enrichment: the lead's name and email domain
  • For email drafting: the lead's name, company, job title, and industry
  • For next best action: the lead's status, score, last activity, and pipeline stage

OpenAI processes this data according to their privacy policy and API terms. Data sent through the API is not used to train OpenAI's models by default (as of their current terms for API customers).

If your organization has strict data privacy requirements, review OpenAI's API data usage policies before enabling AI features.

Graceful Fallbackโ€‹

If you do not configure an OpenAI API key:

  • AI feature buttons are simply hidden from the interface
  • The Next Best Action panel falls back to rule-based suggestions (no AI, but still helpful)
  • The app works 100% normally in every other way

You can add an API key at any time and AI features appear immediately. You can also remove the key and they disappear โ€” no data is lost either way.

Model Selectionโ€‹

LeadHub uses GPT-4o mini by default. This is a fast, inexpensive model that works well for all three AI features.

If your system administrator wants to use a different model, they can configure OPENAI_MODEL in the server configuration. GPT-4o (the full version) gives slightly better results but costs more per request. GPT-4o mini is recommended for most use cases.