Import leads

Paste CSV or upload a file. Required column: phone. Optional: name, service, city, requirement, email, business_name, source, consent_at.

Intake API

Point the Matchigo form at this endpoint and every new requirement lands in the queue automatically.

Voice agent

Check the connection, then publish the agent. The agent is a separate object inside the voice engine and needs publishing once.

Agent ids

Filled in automatically after publishing. Set manually if you manage the agent elsewhere.

Agent uuid Workflow id Save

Handoff

Where confirmed leads go. If no endpoint is set they stay in the dashboard and in the CSV export.

Activity