Installation
Upload the files to your hosting account, copy config.example.php to config.php, update your database/admin settings, then run install.php.
Requirements
Requires PHP 8.1+, MySQL or MariaDB, PDO MySQL, cURL, SSL recommended, and an OpenAI API key for live AI features.
Demo Mode
Demo mode allows you to test lead summaries and reply generation before connecting a live OpenAI API key.
Lead Workflow
Add a lead, save the inquiry, generate an AI summary, generate a follow-up reply draft, then review and personalize before sending.
Lead Statuses
Track each lead as new, contacted, followed up, won, lost, or archived.
Reply Tones
Choose from professional, friendly, short, detailed, appreciative, or sales-focused reply styles.
OpenAI Setup
Edit config.php and update the AI provider, API key, and model settings to enable live AI responses.
Security Recommendations
Delete or rename install.php after setup, use a strong admin password, and keep config.php private.