Documentation
Everything you need to go from sign-up to shipping — for operators and admins alike.
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.
Tip: the homepage has a live, interactive preview — pick a plan and explore the exact dashboard before you commit.
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.
Your executive cockpit — every workspace, metric and credit on one dashboard. This is the page you land on.
A CRM that fills itself: discover and enrich contacts, build deal pipelines, and run outbound email sequences from verified sending domains.
Make on-brand images, video and design, then plan it on a content calendar.
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.
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.
One credit rail powers every metered action — AI generation, enrichment and email. Your balance is always visible at the bottom of the sidebar.
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.