AI Features โ v2.0
LeadHub v2.0 introduces three flagship AI features that turn your CRM from a passive lead store into an active lead engine:
| Feature | What It Does |
|---|---|
| LeadBot | Embeddable AI chatbot for your website โ qualifies visitors, captures leads, books meetings 24/7 |
| AI SDR | Autonomous follow-up agent that works leads over email, SMS, and WhatsApp on a smart cadence |
| Visual Flow Builder | Drag-and-drop canvas for building automations visually โ same engine, beautiful interface |
All three features run on shared hosting (no Redis, no Supervisor, no build step). They degrade gracefully when no OpenAI key is configured.
Setting Up AIโ
Adding Your OpenAI API Keyโ
- Go to Settings โ AI & Integrations.
- Enter your OpenAI API Key (starts with
sk-). - Click Save & Verify โ the system sends a test request to confirm the key is valid.
Each tenant manages their own key. The super admin's key is never shared with tenants.
If no key is configured, LeadBot shows a friendly "unavailable" message to visitors, and AI SDR falls back to a plain templated sequence. No features break โ they simply run without AI.
AI Spend Capsโ
To prevent runaway API costs, you can set per-tenant spending limits:
- Go to Settings โ AI & Integrations โ Spend Limits.
- Set a Daily Cap and/or Monthly Cap (in USD).
- When a cap is reached, AI features pause for the remainder of that period and resume automatically when the counter resets.
Usage Ledgerโ
Settings โ AI & Integrations โ Usage shows a full log of every AI request:
| Column | Description |
|---|---|
| Date | When the request was made |
| Feature | LeadBot, AI SDR, or other |
| Model | OpenAI model used |
| Tokens In / Out | Prompt and completion token counts |
| Cost (USD) | Calculated cost for that request |
| Running Total | Cumulative spend this month |
This gives you full visibility into AI costs before your OpenAI invoice arrives.
Requirementsโ
- OpenAI API key (required for AI responses; graceful fallback without one)
- PHP 8.4+ (already required by LeadHub)
- Cron job โ the 15-minute cron used for queues also drives AI SDR ticks
- No Redis, no Supervisor, no npm/Node.js required
Super Admin: Per-Tenant AI Controlsโ
Super admins can view and override AI settings for any tenant:
- Super Admin โ Tenants โ [tenant] โ Edit.
- The AI Settings tab shows the tenant's current spend, caps, and key status.
- You can set a hard monthly cap at the tenant level from here โ useful for limiting resource usage on lower-tier plans.