Documentation

How to use Leo

Everything you need to go from sign-up to shipping — for operators and admins alike.

1 · Getting started

Leo is your growth engine: find customers, make content, get work done, and run it all from one screen. Here’s how to go from zero to shipping.

  • Create your account — email & password, or “Continue with Google” if your workspace has enabled it. No credit card needed.
  • On first login a guided tour walks you through the dashboard. You can replay it anytime from “Take a tour” in the sidebar.
  • A default workspace (“Main”) and your free monthly credits are created automatically.

Tip: the homepage has a live, interactive preview — pick a plan and explore the exact dashboard before you commit.

2 · Workspaces (one per brand, branch or client)

A workspace is an isolated environment for a single entity — a client, campus, brand, facility or branch — with its own contacts, content, brand and sending identity. Tenants can never see each other’s data.

  • Switch the active workspace from the selector at the top of the sidebar.
  • Create and rename workspaces under Settings → Workspaces.
  • On paid plans, each workspace can be white-labelled with its own logo, colours and sending domain.

3 · The four modules

Command

Your executive cockpit — every workspace, metric and credit on one dashboard. This is the page you land on.

Growth

A CRM that fills itself: discover and enrich contacts, build deal pipelines, and run outbound email sequences from verified sending domains.

Studio

Make on-brand images, video and design, then plan it on a content calendar.

Ops

AI specialists that draft proposals, plan campaigns and execute the busywork inside your workflow.

Modules marked “Locked” in the sidebar unlock instantly when you upgrade — no migration or re-setup.

4 · The Assistant

The Assistant isn’t just chat. Ask it to draft, plan or execute and it works against your real workspace data, logging the credits each action spends. Open it from ✦ Assistant in the sidebar.

5 · Credits & billing

One credit rail powers every metered action — AI generation, enrichment and email. Your balance is always visible at the bottom of the sidebar.

  • Each plan includes a monthly credit grant (Free starts at 200).
  • Top up anytime with prepaid credit packs — they never expire.
  • Billing is in KES (cards & M-Pesa via Paystack). USD is coming once our payment partner enables it.
  • Manage your plan, packs and payment under Settings → Billing & plan.

6 · Team & roles

Account roles (owner / admin / member) govern your account and its workspaces. The person who signs up becomes the owner; owners and admins manage billing and workspaces.

Sign in with email & password, or “Continue with Google” where it appears.

Ready to grow today?