LeadPilot AI - Multi-Tenant Sales Agent SaaS

LeadPilot AI – AI-Powered Sales Agent SaaS

Turn website visitors into qualified leads and customers with intelligent AI sales agents.

LeadPilot AI is a commercial, multi-tenant SaaS platform designed to help businesses automate lead qualification, customer conversations, CRM updates, appointment booking, and sales follow-ups. Unlike a generic chatbot, LeadPilot AI supports structured sales workflows through intelligent AI agents, integrated CRM tools, and automated customer engagement.

How LeadPilot AI Works

• Engage Website Visitors: Connect with visitors through an embeddable AI chat widget.
• Qualify Leads: Identify customer needs, budgets, timelines, and purchase intent.
• Knowledge-Based Answers: Generate relevant responses using FAQs, documents, products, and services.
• Built-In CRM: Organize leads, companies, deals, notes, and sales activities in one place.
• Automated Appointments: Manage availability, appointment booking, and follow-up workflows.
• Live Human Handoff: Allow staff to take over conversations through the Live Inbox.
• 24/7 Customer Engagement: Keep sales conversations available beyond regular business hours.

Who Is LeadPilot AI For?

• Businesses Looking to Improve Inbound Lead Conversion
• Digital Agencies Managing Multiple Client Workspaces
• Partners and Vendors Offering AI-Powered Sales Solutions
• Real Estate Agencies and Property Consultants
• Clinics and Healthcare Service Providers
• Educational Institutions and Training Centers
• Consulting Firms and Professional Service Providers
• Local Businesses and Lead-Driven Organizations

Multi-Tenant SaaS Architecture

LeadPilot AI provides separate company workspaces with role-based access control, allowing multiple organizations to manage their sales operations within one SaaS platform.

• Super Admin Portal: Manage tenants, subscription plans, platform settings, and usage.
• Tenant Owner and Manager Portal: Manage company workspaces, AI agents, CRM records, staff, and business operations.
• Staff Workspace: Access assigned leads, tasks, and customer conversations.
• Workspace Isolation: Separate company data and access according to the application's tenant architecture and permissions.
• Usage Limits: Configure subscription limits for AI agents, leads, staff seats, knowledge sources, and AI messages.

AI Sales Agent Management

Create and configure AI sales agents to support different business goals, customer interactions, and lead qualification workflows.

• AI Agent Creation and Configuration
• Custom Agent Goals, Tone, and Qualification Rules
• Sales Conversation and Lead Qualification Workflows
• Knowledge-Grounded Responses
• Product and Service Recommendations
• Agent Playground with a Try Chat Interface
• Live Tool-Call Visibility in the Playground
• Embeddable Website Chat Widget
• API Key and UUID-Based Widget Integration

Built-In CRM and Sales Pipeline

Manage the entire lead lifecycle with integrated customer relationship management tools designed to organize prospects and support sales teams.

• Lead and Company Management
• Deal Management and Sales Pipeline Stages
• Lead Statuses, Tags, and Notes
• Lead Ownership and Staff Assignment
• Activity History and Sales Tracking
• Customer Conversation Records
• Sales Opportunity Organization
• Lead Qualification and Follow-Up Tracking

Knowledge Base and Product Catalog

Provide AI agents with structured business information to support more relevant and consistent customer responses.

• FAQ Management
• Document and Knowledge Source Management
• Knowledge Chunking and Content Organization
• Knowledge-Grounded AI Responses
• Product and Service Catalog Management
• Context-Aware Product Recommendations
• Business Information for AI Sales Conversations

Appointments and Scheduling

Streamline appointment booking and scheduling workflows to help businesses convert interested prospects into customers.

• Appointment Management
• Availability Slot Configuration
• Appointment Booking Workflows
• Follow-Up Scheduling
• Sales Meeting Coordination
• Appointment-Related Customer Conversations

Live Inbox and Human Handoff

Combine AI-assisted customer engagement with human support through a centralized conversation management interface.

• Centralized Customer Conversation Inbox
• AI-to-Human Conversation Handoff
• Staff Access to Assigned Conversations
• Lead and Conversation Context
• Customer Support and Sales Communication
• Conversation Management for Team Workflows

Sales Automation and Follow-Ups

Automate repetitive sales activities and support consistent communication throughout the customer journey.

• Automated Lead Engagement
• Sales Follow-Up Workflows
• Appointment Reminders and Scheduling Workflows
• Sales Alerts and Notifications
• Lead Qualification Automation
• Customer Engagement Workflows

Subscription Billing and Usage Management

LeadPilot AI includes subscription and quota management features designed to support a commercial SaaS business model.

• Configurable Subscription Plans
• Agent and Lead Usage Limits
• Staff Seat Restrictions
• Knowledge Source and AI Message Quotas
• Subscription Status and Plan Management
• Stripe-Ready Subscription Integration
• Webhook Support for Subscription Events

Marketing Website and Registration

The platform includes a marketing website and registration workflows to support customer acquisition and SaaS onboarding.

• Home Page
• Features Page
• Industries Page
• Pricing Page
• About Page
• Contact Page
• Company Registration
• Partner and Vendor Registration
• Agency Registration

Progressive Web App and User Experience

• PWA-Ready Application Experience for Teams
• Modern, Responsive Dashboard Interfaces
• Role-Based Navigation and Workspace Access
• Laravel, Inertia.js, and React Integration
• Tailwind CSS or Bootstrap-Based Theme Support, Depending on the Included Implementation

Demo Data and Included Modules

LeadPilot AI includes demo seeders and sample data to help developers explore the application's core workflows after installation.

• Sample Tenants and Company Workspaces
• Sample AI Agents
• Sample Leads and Deals
• Super Admin and Tenant Dashboards
• CRM and Sales Pipeline Modules
• AI Agent and Knowledge Management
• Appointment and Conversation Management
• Subscription and Quota Management

Technology Stack

• Backend: Laravel and PHP
• Frontend: React and Inertia.js
• UI Styling: Tailwind CSS or Bootstrap, depending on the configured theme
• Architecture: Multi-Tenant SaaS
• AI Integration: AI Sales Agents and Knowledge-Based Responses
• Payments: Stripe-Ready Subscription and Webhook Support
• Integration: Embeddable Chat Widget and API-Based Connectivity

What Is Included?

• Full Laravel, Inertia.js, and React Source Code
• Multi-Tenant SaaS Application Structure
• Super Admin and Tenant Dashboards
• CRM and Sales Pipeline Modules
• AI Agent and Knowledge Management Modules
• Appointment and Live Inbox Modules
• Subscription and Usage Quota Management
• Demo Seeders with Sample Data
• Installation and Setup Documentation

Documentation and Setup

Documentation is included in the download package to help developers understand the application and get started with installation. Review the setup instructions for server requirements, environment configuration, database setup, and any external AI or payment service credentials required by the implemented integrations.

Why Choose LeadPilot AI?

LeadPilot AI brings AI-powered customer engagement, lead qualification, CRM management, appointment scheduling, human handoff, and sales automation together in one platform. It provides a foundation for businesses, agencies, and entrepreneurs who want to streamline sales operations and deliver intelligent customer experiences through a scalable SaaS solution.

LeadPilot AI is more than a chatbot — it is an AI-assisted sales ecosystem designed to connect website visitors, sales agents, CRM workflows, and customer follow-ups in one unified platform.

Note: Features and integrations may depend on the included implementation and external service configuration. Review the documentation to confirm installation requirements and available functionality.

Features

• Multi-tenant SaaS architecture (isolated company workspaces) • Role-based portals: Super Admin, Tenant Owner/Manager, Staff • AI Sales Agents with goals, tone, tools & qualification rules • Agent Playground (“Try Chat”) with live tool-call visibility • Embeddable website chat widget (API key / UUID based) • Built-in CRM: leads, companies, deals & pipeline stages • Lead statuses, notes, tags, owners & activity history • Knowledge base: FAQs, documents, chunks & catalog grounding • Products & services catalog for accurate recommendations • Appointments, availability slots & follow-up scheduling • Live Inbox / conversations with human handoff • Automations for engage, follow-up & sales alerts • Billing plans & quotas (agents, leads, staff, knowledge, AI messages) • Stripe-ready subscription & webhook support • Marketing site: Home, Features, Industries, Pricing, About, Contact • Register flow for Company, Partner/Vendor & Agency roles • PWA-ready app experience for teams • Demo seeders with sample tenants, agents, leads & deals • Modern UI: Laravel, Inertia.js, React, Tailwind / Bootstrap theme • Clean, readable, editable source (no obfuscation)

Requirements

Server / environment • PHP 8.2 or higher • MySQL 8+ (or compatible MariaDB) • Composer • Node.js 20.19+ or 22.12+ (for frontend build) • NPM • Apache / Nginx (or php artisan serve for local) • HTTPS recommended for production • Write permissions for storage/ and bootstrap/cache/

Optional but recommended • Redis or database queue driver + php artisan queue:work • Cron / scheduler for scheduled tasks • AI provider API key (Gemini recommended; OpenAI / Ollama optional)   — without a key, deterministic offline tools still run for demo flows

Browser • Modern Chrome, Firefox, Edge or Safari

Installation summary 1. Upload / extract the package on your server 2. composer install 3. Copy .env.example to .env and set APP_URL + database 4. php artisan key:generate 5. php artisan migrate --seed 6. php artisan storage:link 7. npm install && npm run build 8. Point the web root to /public

Full steps are included in documentation/INSTALLATION.md inside the package.