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Video guides

56

Getting started

Create your LeadKnight account

Sign up with Google or email and create your account.

Written steps

  1. Creating your LeadKnight account takes about a minute, and your first 10 days are free.
  2. First, tick the box to accept the Terms of Service and Privacy Policy.
  3. You can sign up with your email and a password, then click Start free trial.
  4. Or do it faster: click Continue with Google.
  5. Pick your Google account.
  6. Your account is ready, and LeadKnight opens a short setup.

Choose your field

Choose what you do, so the app is set up for your field.

Written steps

  1. The setup starts with one question: what do you do?
  2. It's step one of a short setup.
  3. Pick the field closest to your business. LeadKnight shapes its wording, content and networks around it.
  4. Not on the list? Choose My field isn't listed and type it in.
  5. Here we'll pick Real estate.
  6. For real estate, the app switches to Nadlanite, our real-estate edition, and moves to the next step.

Choose your onboarding goals

Pick what you want to achieve, like more leads or social presence.

This recording shows the real-estate edition.

Written steps

  1. Choose what you want Nadlanite to help you achieve.
  2. Select social presence for consistent posting.
  3. Choose several goals if you like. Here, we also add the AI assistant.
  4. Paid ads is another option.
  5. Next, tell us how you heard about the app.
  6. Choose the answer that applies to you.
  7. Click Continue to set up your office.

Create your workspace

Name your workspace and set up your business details.

Written steps

  1. Your workspace holds your accounts, content and team.
  2. Give your workspace a name, usually your business name.
  3. The business details are optional, but they help the AI write your first posts.
  4. Add your logo to show it on the images and posts we create.
  5. Describe what your business does in a sentence or two.
  6. Click Continue to create your workspace.

Set up your real-estate office

Create your real-estate office and set its size and details.

This recording shows the real-estate edition.

Written steps

  1. Choose whether you work alone, in an existing office, or run an office.
  2. For an office with a team, choose I own an office.
  3. Select your current office size.
  4. Enter your office name.
  5. Add a short description to help tailor your content.
  6. You can also add your logo and service cities.
  7. Click Continue to create the office.

Join an existing office

Join your office with the code your manager gave you.

This recording shows the real-estate edition.

Written steps

  1. Already part of an office? You can request to join it.
  2. Choose An agent in an office.
  3. Ask your office owner or admin for the ten-character code on their Team page.
  4. If you do not have a code, this option lets you choose another setup path.
  5. With a valid code, Continue sends a join request. Your office must approve it.

Connect networks during setup

Connect Facebook, Instagram and your other social networks.

This recording shows the real-estate edition.

Written steps

  1. Choose which networks you want to use with Nadlanite.
  2. Facebook groups use the browser extension.
  3. Pages and other social networks connect through their own account authorization.
  4. Explore connections shows the other available networks.
  5. To finish setup first, click Skip.
  6. You cannot publish until an account is connected.
  7. Confirm Skip. You can connect later from Connections.

Choose assistant connections

Choose what the AI assistant can connect to, like WhatsApp, Gmail and calendar.

This recording shows the real-estate edition.

Written steps

  1. These optional connections let the assistant help with more of your work.
  2. Google Calendar connects your schedule and meeting tools.
  3. Gmail lets the assistant prepare email from your account, with approval before sending.
  4. WhatsApp lets you talk to the assistant from your phone.
  5. Connect now, or continue and set these up later.

Add your contact details and preview

Add your name, phone and photo, and preview how posts will show them.

This recording shows the real-estate edition.

Written steps

  1. Add the contact details your account needs. Profile extras are optional.
  2. Enter your full name.
  3. Choose your gender.
  4. Add a phone number, including the country code when needed.
  5. Check that your contact email is correct.
  6. An optional description helps personalize your content.
  7. Click Preview to see how your identity will appear.
  8. Review the preview before you continue.
  9. Close the preview, then click Continue.

Choose how to create your first property content

Choose how to create content for your first property.

This recording shows the real-estate edition.

Written steps

  1. Choose how you want to create your first property content.
  2. Choose Me to write the post and select your media yourself.
  3. Choose The AI for help preparing the content and schedule.
  4. You can also skip this and create content later.
  5. Here, we choose The AI and start with the property details.

Tour of the app (general business)

A quick tour of the app's main areas.

Written steps

  1. This is your home. Assistant is where you ask the AI to write, schedule and manage your work.
  2. New campaign starts a new campaign with AI or on your own.
  3. Campaigns lists all your campaigns and their posts.
  4. Scheduled content shows what goes out and when.
  5. Photo studio edits your images.
  6. Chats collects your conversations in one inbox.
  7. Contacts is your CRM for leads and customers.
  8. Sites builds landing pages.
  9. Connections links your social accounts and the Chrome extension.
  10. Team and Settings manage your people and preferences.
  11. Switch between workspaces here.
  12. Up top: notifications, language, theme, and your account.

Tour of the app (real estate)

A quick tour of the app's main areas for real-estate offices.

This recording shows the real-estate edition.

Written steps

  1. This is your home. Assistant is where you ask the AI to write, schedule and manage your work.
  2. New property starts a new property campaign.
  3. Properties lists your property campaigns and their posts.
  4. Scheduled content shows what goes out and when.
  5. Photo studio edits your images.
  6. Chats collects your conversations in one inbox.
  7. Contacts is your CRM for buyers and sellers.
  8. Sites builds landing pages for your properties.
  9. Connections links your social accounts and the Chrome extension.
  10. Team and Settings manage your people and preferences.
  11. Switch between workspaces here.
  12. Up top: notifications, language, theme, and your account.

Switch language and light/dark mode

Switch the app between English and Hebrew, and light and dark mode.

This recording shows the real-estate edition.

Written steps

  1. To switch language, use this button in the top bar.
  2. The whole app switches to Hebrew, right to left.
  3. Click again to switch back.
  4. The theme button switches to dark mode.
  5. Click again for light mode.

Read your notifications

Open the bell to read and act on your notifications.

Written steps

  1. The bell in the top bar collects updates for this workspace. A red dot means something new.
  2. Click it to open your notifications.
  3. The newest ones appear first.
  4. Click a notification or its links to go straight to the right place.
  5. Press Escape or click outside to close.

Switch between workspaces

Move between your workspaces or offices.

Written steps

  1. Your current workspace is shown at the bottom of the menu.
  2. Click it to see all your workspaces.
  3. You can also join a teammate’s workspace with a code,
  4. or create a new one.
  5. Pick a workspace to switch to it.
  6. Everything now shows that workspace: its content, contacts and team.

Chat with your AI assistant

Ask the AI assistant to do things for you in a chat.

This recording shows the real-estate edition.

Written steps

  1. Your assistant lives on the home screen. Type what you need here.
  2. Ask a question or give it a task, in your own words.
  3. Then click Send.
  4. The assistant answers in the conversation.
  5. Start a separate conversation with New chat.
  6. Past chats opens your earlier conversations.

Go back to a past chat

Go back to an earlier chat with the assistant.

This recording shows the real-estate edition.

Written steps

  1. Your conversations with the assistant are saved. Click Past chats.
  2. Each chat shows its first message and when it started.
  3. Archive hides a chat you no longer need. It doesn’t erase what the assistant remembers.
  4. Click Continue to reopen a chat.
  5. The chat opens where you left off.
  6. To start fresh, click New chat.

Campaigns

Enter property details

Start a new property and fill in its details.

This recording shows the real-estate edition.

Written steps

  1. Start with the essential property details. Address and contact phone are enough to begin.
  2. Enter the property address.
  3. Add the city.
  4. Add rooms, bathrooms, and size if you know them.
  5. Add the asking price and currency.
  6. Contact details come from your profile. Change them if this listing uses someone else.
  7. Click Continue to describe the property.

Describe the property and add media

Describe the property and upload its photos and videos.

This recording shows the real-estate edition.

Written steps

  1. Describe what makes the property worth seeing. This step is optional.
  2. Add a short description of the property.
  3. The AI can also use your personal and business profile.
  4. Click upload media to add property photos or videos.
  5. When the description and media are ready, continue to choose networks.

Choose how AI uses your property photos

Choose how the AI should use your property photos.

This recording shows the real-estate edition.

Written steps

  1. After uploading media, choose how the AI should use your photos.
  2. Use them as they are when your photos are already ready to post.
  3. Or ask the AI to enhance them and create similar images.
  4. You can also create new images inspired by your photos.
  5. For this property, use the uploaded photos as they are.
  6. Click Continue to choose where the property is posted.

Choose where your property is posted

Pick the networks for a new property, with the option to also run it as a paid ad.

This recording shows the real-estate edition.

Written steps

  1. After the description and photos, click Continue and choose where the property is posted.
  2. Pick the office's Facebook page. Every network you connected shows up here.
  3. You can also run the property as a paid ad. You control the budget.
  4. Click Continue to see a sample post.

Review the AI sample and create the property

See a sample post about the property, ask the AI for changes, then create it. It is created paused.

This recording shows the real-estate edition.

Written steps

  1. Here's how a post about the property will look, written the way the AI will write it.
  2. You can see it on a phone or a desktop.
  3. Want a change? Write a request and click Update the sample.
  4. The property is created paused. No post goes out until you start it.
  5. When the sample looks right, click Create the property.

Choose your campaign goal and urgency

Start a new campaign: pick its goal, what you sell, how urgent it is and who creates the content.

Written steps

  1. To create a campaign, click New campaign.
  2. First, choose what the campaign should achieve. Here, we choose Sales.
  3. Then write what you are selling, and continue.
  4. Set how urgent the campaign is. Urgency decides its priority and how fast content is created.
  5. Finally, choose who creates the content: you, or the AI.
  6. We let the AI create it. Next, you tell the AI about the campaign.

Tell the AI about your campaign and add photos

Write a short brief for the AI and add your own photos or videos.

Written steps

  1. Tell the AI about the campaign in your own words. This step is optional.
  2. Write what matters: the offer, the audience and the tone.
  3. The AI also uses your profile and your business details.
  4. Add your own photos or videos. Without media, the AI creates images itself.
  5. Then choose how the AI uses your photos. Here, we keep them as they are.
  6. Click Continue to choose where the campaign is posted.

Choose where your campaign is posted

Pick the networks for a campaign: your Facebook Page and Facebook groups, a whole folder or single groups.

Written steps

  1. After you describe the campaign, click Continue and choose where to publish.
  2. Click the Facebook page to post on it.
  3. For Facebook groups, choose which groups to post in.
  4. You can pick a whole folder, or search for single groups.
  5. Tick the group, then click Save.
  6. Click Continue to choose what the AI creates.

Choose content types and AI ideas

Choose what the AI creates, such as images, reels or flyers, then pick and edit the campaign ideas it suggests.

Written steps

  1. Choose what the AI creates. You can pick several types.
  2. Here we pick Image or carousel, because we added a photo.
  3. Click Continue, and the AI suggests ideas for the campaign.
  4. Every idea becomes a set of posts. Untick an idea that doesn't fit.
  5. Click Edit to change its title or angle.
  6. Want more? Click More ideas.
  7. Then click Continue to see a sample.

Review the AI sample and create the campaign

See a sample post, ask the AI for changes, then create the campaign. It is created paused.

Written steps

  1. Here's how a post from the campaign will look, written the way the AI will write it.
  2. You can see it on a phone or a desktop.
  3. Want a change? Write a request and click Update the sample.
  4. The campaign is created paused. No post goes out until you start it.
  5. When the sample looks right, click Create the campaign.

Your Campaigns page

Find all your campaigns, their content and posts in one place.

Written steps

  1. Campaigns is where every campaign lives, with its content and posts.
  2. Start one with New campaign.
  3. Search for a campaign by name.
  4. Filter by status, or by date range.
  5. Switch between cards and a compact list.
  6. No campaigns yet? Press New campaign to create your first one.

Your Properties page

Find all your properties, their content and posts in one place.

This recording shows the real-estate edition.

Written steps

  1. Properties is where every property campaign lives, with its content and posts.
  2. Add a property with New property.
  3. Search for a property by name.
  4. Filter by status, or by date range.
  5. Switch between cards and a compact list.
  6. No properties yet? Press New property to add your first one.

Start your campaign

A new campaign starts paused. Review its posts, then start it with Resume all.

Written steps

  1. A new campaign is created paused, so nothing is published yet.
  2. First review the posts on the board, and fix what you need.
  3. When you are ready, click Resume all. The posts then go out on their schedule.

Connections and destinations

Connect a social account

Connect a social network account, such as a Facebook Page, from the Connections page.

Written steps

  1. To connect a social account, open Connections and find Connect a channel.
  2. Click the network you want. Here, we connect a Facebook Page.
  3. A Facebook window opens. Sign in if asked, and allow access to your Pages.
  4. Back in LeadKnight, choose the Pages you want to post to.
  5. Then click Connect selected.
  6. The account now appears under Connected, ready for your campaigns.

Install and connect the Chrome extension

Install the LeadKnight Chrome extension and connect it, so you can post in Facebook groups.

Written steps

  1. Facebook groups post through the LeadKnight extension in Chrome. In Connections, click Facebook groups.
  2. Each Facebook profile posts from a Chrome browser that has the extension.
  3. Click Install & connect. The Chrome Web Store opens in a new tab.
  4. There, click Add to Chrome, then Add extension.
  5. When it connects, LeadKnight shows which Facebook profile the extension posts as.

Connect your Facebook profile and add groups

Connect your Facebook profile through the extension, see your groups, sync or add groups, and organize them in folders.

Written steps

  1. To post in Facebook groups, open Facebook groups in Connections.
  2. The extension found your Facebook profile. Click it to choose what to connect.
  3. Tick your personal profile. Groups are posted from your profile.
  4. Then click Connect selected.
  5. Click Groups to see the Facebook groups of this profile.
  6. Under All groups, LeadKnight lists the groups you belong to. It reads them from Facebook automatically.
  7. Joined a new group? Click Sync now.
  8. Or click Add group to add one by its link.
  9. Use folders to organize your groups. In a campaign, you can pick a whole folder at once.

Choose a posting pace for Facebook groups

Set how often and when a Facebook profile posts in groups: Safety, Balanced or Efficiency, and the parts of the day.

Written steps

  1. Each Facebook profile has its own posting pace. Find Publishing settings.
  2. With Automatic, LeadKnight plans the posts for you. Manual lets you set the numbers and hours yourself.
  3. Then choose a pace. Safety is the most careful, with fewer posts each day.
  4. Balanced gives steady reach, and Efficiency posts the most.
  5. Under When to post, choose the parts of the day this profile may post in.
  6. Click Save changes to apply it to all your campaigns.

Calendar

Read your scheduled-content week

See what went out and what is planned, week by week.

Written steps

  1. Scheduled content shows what went out and what is planned, in one view.
  2. You see one week at a time.
  3. Move between weeks with the arrows, or jump back with Today.
  4. Filter by channel, campaign, or status.
  5. Lighter chips are upcoming posts that have not gone out yet.

Start a post from the calendar

Start a new post for a specific day from the calendar.

Written steps

  1. To plan a post for a specific day, use that day’s plus button.
  2. Click Add post.
  3. Choose which campaign the post joins.
  4. Here, we start a new campaign.
  5. The new campaign opens, already set to that day.

Contacts and CRM

Contacts at a glance

See your contacts, who needs attention, and switch views.

This recording shows the real-estate edition.

Written steps

  1. Contacts is your CRM: everyone you work with, in one list.
  2. The attention bar shows who is waiting for a reply, has an overdue task, or needs a next step.
  3. Search by name or phone.
  4. Filter to show only buyers, or only sellers.
  5. Switch to Kanban to see contacts by stage.
  6. Click any contact to open their record.

Add a contact

Add a new contact with name, phone and email.

This recording shows the real-estate edition.

Written steps

  1. To add someone to your CRM, click New contact.
  2. Enter their name.
  3. Add a phone number or an email. At least one is required.
  4. Choose how they found you.
  5. Mark whether this is a buyer or a seller.
  6. You can also add an upcoming task with a due date.
  7. Click Save.
  8. The contact is saved, and their record opens with tasks, notes and history.

Import contacts from a spreadsheet

Import contacts from a CSV or Excel file.

This recording shows the real-estate edition.

Written steps

  1. To bring in contacts from a spreadsheet, click Import.
  2. Choose a CSV or Excel file.
  3. Your columns are matched to contact fields automatically. Change any match from the list.
  4. Set a default source for everyone in the file.
  5. You can also mark them as buyers or sellers and choose their owner.
  6. Click Import contacts.
  7. When it finishes, you see how many contacts were created, updated or skipped.

Move a contact through your pipeline

Move a contact to the next stage of your pipeline.

This recording shows the real-estate edition.

Written steps

  1. Each contact has a stage, from New through to Won or Lost.
  2. Click the stage to change it.
  3. Pick the next stage as the deal moves forward.
  4. The contact moves to that stage. Moving someone to Lost asks for a reason.

Edit contact details and tags

Edit a contact's details and add tags.

This recording shows the real-estate edition.

Written steps

  1. Click a contact to open their record.
  2. Details holds their contact info, source, deal value and tags.
  3. Click Tags, type a tag, then click away to save it.
  4. Tags help you group and find contacts later.

Add a note to a contact

Write a note on a contact's record.

This recording shows the real-estate edition.

Written steps

  1. Notes keep what you know about this person.
  2. Click Add note and write it down.
  3. Click Add note again to save it.
  4. The note stays on the contact’s record for your team.

Add a follow-up task

Add a follow-up task with a due date and reminder.

This recording shows the real-estate edition.

Written steps

  1. To plan a follow-up, click Add task.
  2. Describe what needs to happen.
  3. Set a due date, for example tomorrow morning.
  4. Choose how to be reminded: in the app, by email, or on WhatsApp.
  5. Click Add.
  6. The task appears on the record and in the attention bar when it is due.

Log a call or message

Log a call or message with a contact.

This recording shows the real-estate edition.

Written steps

  1. After a call or message, click Log a call or message.
  2. Choose how you talked.
  3. Rate how it went.
  4. Write a short summary of what you discussed.
  5. Click Save.
  6. The conversation is now in the contact’s history.

Add a seller’s property

Mark a contact as a seller and add the property they want to sell.

This recording shows the real-estate edition.

Written steps

  1. To add a property a seller wants to list, open their contact.
  2. Mark them as a seller.
  3. A Seller tab appears. Open it.
  4. Click Another property.
  5. Enter the address,
  6. then the city, rooms and asking price. Add more details any time.
  7. Click Save property.
  8. The property is saved on the seller’s record, ready for a campaign.

Customize contact stages

Rename contact stages and set when a contact needs attention.

This recording shows the real-estate edition.

Written steps

  1. To fit the stages to how your office works, click the settings gear on Contacts.
  2. The Stages tab lists every stage in order. Colors follow position.
  3. Click a stage to rename it. Its meaning stays the same.
  4. Idle days sets how long a contact can wait before it needs attention.
  5. You can also add a stage, or reorder them with the arrows.
  6. Click Save stages.
  7. The new names show up everywhere, like in each contact’s stage list.

Audiences

Create an audience

Create a named list of people to reach together.

This recording shows the real-estate edition.

Written steps

  1. An audience is a list of people you want to reach together. Click New audience.
  2. Give it a name.
  3. Choose the language you’ll write to them in.
  4. Click Create audience.
  5. The audience opens, ready for people.

Add people to an audience

Add people to an audience by hand or by import.

This recording shows the real-estate edition.

Written steps

  1. To add someone, click Add person.
  2. Enter their name, and an email or phone number.
  3. Click Add person.
  4. They now appear in the audience.
  5. To add many people at once, use Import with a CSV or Excel file.

Websites

Create a web page with AI

Describe a web page and let the AI build it.

This recording shows the real-estate edition.

Written steps

  1. Sites builds web pages for you with AI. Start on the Sites page.
  2. Choose One page.
  3. Describe the page you need, in one sentence.
  4. Connect a property, so the page uses its details.
  5. Pick the page language.
  6. Click Create.
  7. Before your first page, confirm you are responsible for what you publish.
  8. The AI builds your page. This can take a few minutes.

Review and publish your page

Check the AI-built page, preview it on a phone, and publish it.

Written steps

  1. When the AI finishes, check the headline, images and form.
  2. To change anything, just ask the AI here.
  3. Check how it looks on a phone.
  4. When it looks good, click Publish.
  5. This will be the page’s public address. Click Publish.
  6. The first time you publish, read your privacy policy.
  7. Tick that you have read it, and click Confirm.
  8. Your page is live. Share the address with your customers.

Settings

Assistant settings: memory, writing style and approvals

See what the assistant remembers, set its writing style and approvals.

This recording shows the real-estate edition.

Written steps

  1. In Settings, the Assistant section shows what the assistant has learned and remembers about you.
  2. To shape how it writes for you, click Add preference.
  3. Describe your style in a few words, and save.
  4. It now writes in your style, for you only.
  5. Approvals decide whether it publishes on its own. Off means every publish waits for you.
  6. Once WhatsApp is connected, it can also send reminders and a morning briefing.

Tell the AI about your business

Tell the AI the facts about your business it should use.

This recording shows the real-estate edition.

Written steps

  1. Your office’s details are in Settings. Scroll down to Business identity.
  2. Here are your business name, industry, goals and office size.
  3. Under What the AI should know, add the facts that make your office different.
  4. Click Save.
  5. AI writers use this knowledge whenever Business info is selected.

Set your workspace time zone

Choose the time zone your scheduled posts publish in.

This recording shows the real-estate edition.

Written steps

  1. Scheduled posts go out by your workspace time zone. In Settings, scroll down to Time zone.
  2. Click Change.
  3. Open the list and search for your city.
  4. Pick your time zone. It saves right away.
  5. Scheduled campaigns now publish at times in this time zone.

Sign-in methods and notifications

See how you sign in, and choose where notifications reach you.

This recording shows the real-estate edition.

Written steps

  1. Your sign-in and notification choices are in Settings.
  2. Sign-in methods shows the email and accounts you sign in with, like Google.
  3. To also sign in with a password, click Set or change password.
  4. Notifications decide where alerts reach you, besides the bell.
  5. Turn email notifications off if you only want them in the app.
  6. WhatsApp alerts need a connected WhatsApp number first.

Plans and billing

Choose your plan and start the free trial

Compare the plans and start the free trial.

This recording shows the real-estate edition.

Written steps

  1. Before your seat starts, you choose a plan.
  2. Every plan starts with ten days free. Nothing is charged today, and you can cancel during the trial.
  3. Monthly has no commitment.
  4. Quarterly commits for three months at a lower monthly price.
  5. Yearly has the lowest monthly price.
  6. All plans include the same features.
  7. Open the questions below for answers about the trial, cancelling, and invoices.
  8. When you are ready, click Start free on the plan you want, and add your card on the secure payment page.

Your account

Update your profile

Update your name, phone and broker licence number.

This recording shows the real-estate edition.

Written steps

  1. Your personal details live in your profile. Open the account menu.
  2. Choose My profile.
  3. Your name and phone number can be added to the end of your posts.
  4. Add your broker licence number, so posts can show it too.
  5. Click Save.
  6. Your profile is up to date.