Ledger guide

Connect in 5 minutes

Ledger shows what your AI assistant does for your business: the conversations, the wins, and what each one cost, all in. Three choices and you are live.

Before you start. Ledger is invite-only for now. When your invite link arrives, open it, set your password, and you land on the setup screen. No invite yet? Request your invite.

1. Pick your route

How does your assistant talk to customers today? Pick the one that fits. You can add another route later.

WhatsApp with TwilioYour assistant answers on WhatsApp through Twilio.No code · about 5 minutesOpen the steps →Voice with VapiYour assistant answers phone calls on Vapi.No code, or 5 lines · about 5 minutesOpen the steps →Any assistant, with codeYour own assistant, on any channel: web chat, WhatsApp, internal.3 lines of JavaScript · about 5 minutesOpen the steps →

Not sure? If you use Twilio or Vapi, take their route: no code. Anything else, take the code route.

2. Pick what your assistant does

In setup step 1 you tell Ledger what your assistant does. That choice decides the numbers on your dashboard. Step 2 asks what counts as a win; Ledger suggests one for each type, and you can change it.

WhatsApp bookingTakes bookings from customers on WhatsApp.Suggested win: booking

Booked while you were closed
Revenue booked by your assistant
All-in cost per booking

WhatsApp supportAnswers customer questions on WhatsApp.Suggested win: resolution

Resolved by your assistant
Came back within 72 hours
First reply
All-in cost per resolution

Phone receptionistAnswers your phone line, books and transfers calls.Suggested win: booking

Calls answered
Missed calls
Average call length
Calls transferred to your team
Cost per call minute
Bookings from calls
Calls answered while you were closed

Website chatAnswers visitors in the chat on your website.Suggested win: resolution

Resolved by your assistant
Came back within 72 hours
First reply
All-in cost per resolution

Lead qualifierQualifies new enquiries and books the meeting.Suggested win: lead

Leads qualified
Meetings booked
Qualification rate
All-in cost per lead

Internal assistantAnswers your own team's questions.Suggested win: resolution

Questions answered
Handled without the team
Time given back to your team
All-in cost per answer

Every type also tracks: conversations, answered in under 10 seconds, all-in cost per conversation, all-in cost per win, sent to your team, unhappy customers, top topic, questions it could not answer. What each number means.

3. What you’ll see

Right away: a live light on the setup screen turns green with your first message or call.
On your dashboard: conversations, wins, the all-in cost per conversation and per win, and how many went to your team, and why.
Once Ledger has read your conversations: unhappy customers, top topics, and the questions your assistant could not answer.

Want to see it first? Open the live demo. It runs on sample data.

Stuck? Message us and a person from 100x answers, usually the same day.

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