Onboarding Wizard

Guide buyers from checkout to delivery setup

Ask buyers where they want leads, how many they want each day, and how they want to receive them. Your team can see any API or call setup that still needs work.

See PricingHow it works

Inside Lead Router

Build the setup your buyers follow

Build the setup your buyers followSample workspace
Build the setup your buyers follow. In the wizard workspace, you build the setup flows attached to your offers and purchases.
In the wizard workspace, you build the setup flows attached to your offers and purchases. Real product screen with sample data.

How it works

  1. 1

    Choose the setup steps

    Attach a wizard to the product and pick the steps it supports. The product gives each buyer a starting set of choices. Add questions for any extra details your team needs.

  2. 2

    Let the buyer respond

    Choose which steps buyers see. They can pick states, set a daily cap, choose delivery and accept terms. Your team can check their progress without asking for each answer by email.

  3. 3

    Finish delivery setup

    Apply the buyer’s answers and finish any open setup. If they choose an API webhook, your team still needs to set up the connection. Call products may need more call setup before they can go live.

The buyer experience

A focused question at each step

Only the steps you include
The buyer follows the flow you built and can see their progress.
Answers remain connected
State targeting, daily cap and delivery choices stay with the buyer’s setup.
A focused question at each stepSample workspace
A focused question at each step. The step where buyers set their daily lead limit.
The step where buyers set their daily lead limit. Real product screen with sample data.

See the buyer’s side

From questions to a clear next step

Watch a buyer choose states, set a daily cap and pick delivery in a real setup flow.

  1. You define the setup

    You attach the supported steps to the product’s wizard.

  2. The buyer supplies the answers

    A setup link opens the steps for the product the buyer bought.

  3. Your team finishes the setup

    API delivery still needs integration work. Funding, contract state and any pending call setup still apply.

60 seconds · Captioned, no audio needed · Actual interface, fictional workspace
Read the video transcript
  1. 0–12 seconds: A fictional buyer workspace shows the available lead products. This demonstration does not place an order or charge a card.
  2. 12–26 seconds: The buyer opens a prepared setup flow and selects the states where they want to buy leads.
  3. 26–38 seconds: The daily-cap step collects the buyer’s volume limit.
  4. 38–50 seconds: The buyer selects delivery. An API webhook choice needs the operator to set up the integration.
  5. 50–60 seconds: The buyer reviews the terms. The recording stops before activation or notifications. Operator integration work and final checks still apply.

What buyers can set up

Choose the steps your buyers need from the options below.

State selection and daily caps

Choose states and set a daily lead limit as a whole number. Set other filters, schedules and weekly or monthly limits on the contract.

Delivery choice and team setup

Ask buyers how they want to receive leads or calls. If they pick API webhook, your team gets a notice to finish the setup. Field mapping, response rules and live delivery tests happen in the admin integration tools.

Questions and terms

Add custom questions and a terms step to collect product-specific details. These steps gather answers only. Integration setup stays in the admin tools.

Before delivery starts

Finishing the questions is one part of going live. Your team must also check call setup, contract status, funds and routing rules. Show the next step if a buyer cannot receive leads or calls yet.

What your account needs

Your team sets up the product and wizard. An admin must set up API delivery. Call products need call setup too. Buyers need a valid setup link for the product they bought.

Frequently asked questions

What can buyers configure themselves?

Buyers can pick states, set a daily lead limit, choose delivery, answer questions and accept terms. You choose which steps they see. Daily limits use whole numbers. The product sets the starting choices.

Can buyers build a webhook or CRM integration inside the wizard?

No. The wizard only collects the delivery choice. Picking API webhook sends a setup request to the operator. Administrators build and test the endpoint, field mapping and response rules in the delivery tools.

Does completing the wizard always start delivery?

No. The wizard saves the buyer's answers. Your team may still need to set up calls. The contract must be ready, with funds, open hours and room for more leads or calls.

Can buyers resume setup?

Yes. Buyers reopen their setup link to return to the wizard. Operators can see how far they got and help finish any open steps.

Explore the platform

Set up your buyer network

Choose how buyers get leads and calls. Keep their setup and routing rules in one place.

Get StartedSee Pricing
Products and checkout/Integration setup and testing/Buyer workspace

Every feature is part of the plan. Usage is billed in credits.