Mani

Mani is the assistant inside LeadBind. It can see your account, so it answers about your actual leads and calls rather than about the product in general. This page covers chatting with Mani, the Tasks it keeps, what it may do on its own, and how approvals work.

Where Mani is

Mani is the last of the five places, and it is also one tap away on any page.

The corner chat. This is the main way to talk to Mani, on a computer and in a phone browser. Press Ask Mani, or the Mani button, and the chat opens over the page you are on, so you do not lose your place. On a phone it opens as a sheet above the bottom bar, and the phone's Back button closes it.

The full page. Open full view in the chat header goes to the Mani page, for a working session with your earlier threads in a rail beside the chat. While the full page is open the corner chat stays out of the way, so the conversation never appears twice.

The full page has three tabs: Chat, Tasks and Make.

Chat

Before you type anything, the chat shows what matters now. At most one card, Your move, names the one thing waiting on you: finishing your line setup, the first task waiting on your approval, or the top item to look at. Below it, Mani today lists up to three things Mani handled in the last day, such as what it booked, sent or answered, and tasks it finished. A number shows only when it was counted, and a quiet day says Nothing yet today. Mani has the phone.

Ask it anything you would otherwise build a filter for:

• "Summarize my pipeline today."
• "Which leads went cold this week?"
• "Review my last ten calls and tell me what I keep getting wrong."
• "Draft a follow-up to the hot ones waiting on me."

It is better than a filter for questions with a judgement in them. "Who should I call first" is not a query, and it is exactly the sort of thing Mani is for.

Tasks

Tasks lists the work Mani is doing and has done, in four groups: Needs you, Working, Routines and Finished. Each row names what it would do, for example the exact text it would send, so two runs of the same routine never look like the same row. Tap a row to open it.

Make

Make holds what Mani has made for you, such as a quote, a report or a table, each with a link. When there is nothing yet it says so, and offers to ask Mani for a quote.

When it wants to do something

Some answers end with a card rather than a paragraph: schedule a follow-up, open the dialer on a lead, take you to a page, or send a message. Nothing that reaches a customer happens until you have seen exactly what it is about to do and said yes.

Reading your account, drafting a message and organizing a list do not reach anybody, so they do not wait.

Approvals, in one place

You decide everything that is waiting in Ideas. Find it in the left side under More in Mani. Ideas has five sections, in this order:

1. Waiting on you: each action waiting for your answer, with who it goes to and the exact words, and three answers: Approve, Not now and Decline.
2. Mani found: things Mani noticed that you may want to act on.
3. Mani is working: work in progress.
4. Hand something over: starting prompts, to give Mani a job.
5. Already done: what finished.

The one filled blue Approve is the top action that can really be approved. Answer it and the blue moves to the next. Older drafts of the same kind for the same person fold under the newest one, with a line such as "1 older draft for the same person", and nothing is deleted or declined for you. Not now parks a card and Mani asks again later. Decline is never argued with.

Your Inbox lists each waiting approval as a row that opens it in Ideas. See Inbox, Messages and Calls. Today says how many are waiting. See Today.

A text Mani drafted says what approving would really do. While texting is paused across LeadBind, or your account has no number to text from, or its texting registration has not cleared, the card keeps the draft, shows Approve greyed out with the reason beside it, and still offers Not now and Decline. Nothing is sent, and Approve opens on its own once the reason is gone.

What Mani may do alone

Under Settings, then Mani, three rows hold Mani's own controls. Each opens a tab on one page. The same page is in the left side under More in Mani, as Routines and Autopilot:

• Routines: work Mani repeats on a schedule or when a lead arrives.
• Autopilot: what Mani may do without asking first.
• What Mani knows: the facts Mani remembers about your business, which you can read and edit.

Autopilot

By default Mani asks first. For each action you can choose Ask me first or Automatic. Automatic can carry an hours window and limits. These actions can be set to Automatic:

Action	What it does
Send a text	Texts a lead from your LeadBind number, including replies in your Inbox.
Send an email	Emails a lead from your account, including replies in your Inbox.
Start a drip sequence	Puts leads into an automated message sequence.
Start follow-up	Puts leads into your follow-up sequence.
Book an appointment	Adds a booking to your calendar for a lead.
Create a lead list	Groups existing leads into a new named list.

These always ask first, and no rule can change that: Delete leads, Change dialer settings, Edit your front desk, Send a quote, Create a routine, Change a routine, Reply to a Google review, Search for businesses (it spends credits), and Mark do not call.

Mani cannot change its own Autopilot rules. Only you can.

Mani never

The Autopilot tab ends with a list called Mani never. These hold even when you approve, and LeadBind enforces each one in code:

• Never moves money or issues a refund.
• Never deletes a lead without asking you first, every time.
• Never texts or emails anyone on its own outside 8 AM to 9 PM in their local time.
• Never changes your dialer or front desk settings without asking you first.
• Never marks anyone do not call without asking you first.
• Never remembers card numbers, social security numbers or health details.
• Never names the companies behind LeadBind in a text, email or review reply to your customers.
• Never changes its own Autopilot rules.

Overnight

On some plans, Mani works your book once a night. Between 2 and 6 in the morning on your account's clock it reads your leads, writes notes, and schedules owed follow-ups. Anything that would reach a customer is parked for your approval, and you decide it in the morning. It cannot send on its own.

This is plan gated. It runs for Front Desk Pro, Team and agency white-label accounts, and only when notifications are turned on for a device of yours, because the morning result is delivered as a notification. It does not run on Right Hand or Front Desk.

Mani is not AI access

Two different things with a similar shape, and it is worth being clear which one you want.

Mani is our assistant, inside LeadBind, already connected to your account. Nothing to set up.

AI access is the opposite direction: connecting your own assistant, Claude or ChatGPT or anything else that speaks MCP, so it can reach LeadBind from wherever you already work. That needs a key, and you choose what it may do. See Keys and permissions.

Use Mani when you are in the app. Use AI access when you are not.

Related

• Dashboard: the numbers Mani is reading
• Leads and pipeline: what it is looking at
• Connect an assistant: the other direction