LEAD.bot supports all of the following in its Standard Plan. 

  • Admin Dashboard 
  • Company usage insight
  • Unlimited users (based on which user seat plan you choose)
  • Unlimited matching teams
  • Set up cross-team matching rules
  • Per team per schedule for each team or each cross-matching team group (New!)
  • Fully customizable introduction messages per team (or cross-team) 
  • Auto- Matching in groups of 2 users
  • Manual -Matching in groups of 2-6 users.
  • Custom matching schedules (multiple times per week, weekly, monthly, whatever works for your organization!)
  • Skip or fast-forward a few matching weeks. 
  • Users can send meeting invites via calendar from the LEAD.bot matching intro card
  • Users can chat via LEAD.bot matching intro card without searching their matches via email in Teams
  • Calendar integration 
  • Change default calendar meeting name 
  • Download matching history as a CSV file
  • Download Opted out user list via CSV file
  • Admins can exclude any users from matching  (New!)
  • Enable and disable any matching teams
  • Watercooler Chat (New!)