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Guide

How to Use Lead Recovery

Set up Lead Recovery, test your lead flow, and start responding to inbound leads automatically.

Before you start

  • A Chofami account with a verified email. Activation requires email verification. New here? Start from the Lead Recovery page.
  • Access to wherever your leads arrive today — your website form's backend or another system that can send an HTTP request. You'll connect it in step 3.
  • Nothing is charged, and no trial starts, while you set up. Your 14-day free trial begins only when you activate Lead Recovery in the final step.

Setup lives in your account under Lead Recovery. Steps 1, 2, 4 and 5 happen in the guided setup; step 3 (connecting your lead source) happens in Lead Recovery Settings.

What Lead Recovery does

Lead Recovery receives your inbound leads, reads each inquiry, and works out what the person wants: their intent, the service they asked about, how urgent it looks, and a lead score out of 100, together with a short summary and a recommended next action.

It sends an appropriate initial email response in your business's name, follows up automatically if the lead doesn't reply, and stops following up as soon as they do. When a lead answers, it can hold a two-way email conversation — and it hands the conversation to you whenever a human is needed.

AI can make mistakes. Lead Recovery is built to stop and hand off rather than guess, but you should review your conversations — especially in your first weeks. It does not guarantee that every lead receives a successful reply, and it never promises appointments, conversions or revenue.

Set up your business

The first setup step asks for your business name (required), website and industry. Later, in Lead Recovery Settings, you can also add a longer business context description.

This context matters because every reply is written in your business's name. The more accurately Lead Recovery knows who you are and what you do, the more relevant its responses and qualification will be.

Configure human handoff

Human handoff means Lead Recovery stops replying and passes a conversation to you. You configure two things:

  • Owner notification email (required) — where you're alerted about high-priority leads and handoffs.
  • Booking URL (optional) — a scheduling link, such as a calendar booking page.

Lead Recovery has no access to your calendar and never invents availability. If you provide a booking link, it directs interested leads to that link to pick a time. If you don't, booking requests are routed to human handoff and the lead is told a team member will reach out.

You review handed-off conversations in your dashboard under Lead Recovery → Leads — more on that below.

Connect your lead source

Lead Recovery accepts leads through a single secure webhook endpoint. Any system that can send an HTTP POST request — your website form's backend, or an automation in the tools you already use — can deliver leads to it. There are no prebuilt integrations today; if you can't send an HTTP request from your current tools, ask us at support@chofami.com.

  1. Go to Lead Recovery → Settings → Inbound webhook and choose Generate credential.
  2. Copy the token immediately — it is shown only once.
  3. Configure your lead source to POST new leads to the webhook URL shown in Settings, sending the token in the X-Chofami-Webhook-Token header.

Each lead is a JSON object with name, email and message (all required); phone, source and external_lead_id (an identifier from your own system) are optional. For example:

POST https://api.chofami.com/api/v1/lead-intake
X-Chofami-Webhook-Token: <YOUR_WEBHOOK_TOKEN>
Content-Type: application/json

{
  "name": "Jane Example",
  "email": "jane@example.com",
  "message": "I'd like a quote for a kitchen renovation",
  "phone": "+1 555 000 0000",
  "source": "website-form"
}

Your webhook credential is private

The token identifies your workspace — treat it like a password. Don't publish it, don't commit it to code repositories, and never send it by email, including to Chofami support. If it may have been exposed, regenerate it in Settings: the old token stops working immediately.

Send a test lead

The Test step in setup runs the real pipeline — AI analysis and a real email — using a clearly marked test lead. You choose the inbox the test reply is sent to.

A successful test shows you two things:

  • The AI's reply arrives in the inbox you chose, written in your business's name.
  • The lead appears under Leads with a Test tag, along with the analysis Lead Recovery produced for it.

Test leads never count against your processed-lead allowance — during the trial or on a paid plan.

Activate Lead Recovery

Activation is the moment Lead Recovery starts working real leads. It requires a verified email address.

When your trial actually starts

  • Creating an account does not start the trial.
  • Completing setup does not start the trial.
  • The 14-day free trial begins when Lead Recovery is first activated, and includes up to 250 processed real leads.

You can pause and resume the agent any time from the Lead Recovery overview. While paused, the webhook rejects new leads — they are not queued for later — and pausing does not pause the trial clock.

Using the Leads dashboard

Lead Recovery → Leads lists every lead with its name, email, status, urgency, lead score and when it was received. A lead that hasn't been scored shows Not scored — never a made-up number. Test leads carry a Test tag.

Statuses you'll see: New, Qualified, Awaiting reply, Following up, Needs you, Booked, Closed, Opted out, Spam and Processing failed.

Opening a lead shows the full picture:

  • The verdict — lead score out of 100, urgency, and what they want (intent and the service they asked about).
  • Their original message, with the lead's reply-to email and phone where provided.
  • The AI's reading — a summary and a recommended next action.
  • The conversation — every message exchanged, in order.
  • History — a timeline of what happened on the lead.

When you need to take over

A lead marked Needs you has been handed to you, and a notification goes to your owner notification email. This happens when:

  • a lead has replied several times, so Lead Recovery stops rather than keep the conversation going on its own;
  • Lead Recovery couldn't confidently read a reply, so it stops instead of guessing;
  • a lead wants to book and no booking link is configured.

To take over, open the lead, read the conversation, and contact the person directly — their reply-to email and phone are on the lead page. The dashboard doesn't send replies on this screen; you continue the conversation from your own email.

Leads can opt out at any time (for example by replying "STOP"); Lead Recovery then stops contacting them. A lead with Processing failed wasn't handled by the AI — review it yourself.

Lead Recovery works on your behalf, but your business remains responsible for its customer communications and decisions.

Trial, usage and billing

  • Free trial — 14 days, up to 250 processed real leads, beginning when Lead Recovery is first activated.
  • Paid plan — $49 USD/month, including 250 processed real leads per billing period.
  • What counts — a real lead accepted for automated processing counts once. Test leads never count.

If you reach the limit, new leads aren't processed until your next billing period begins; everything already in your dashboard stays accessible. Manage your subscription, payment method and invoices under Billing — payment is handled on Stripe's hosted pages, so your card details never touch Chofami.

Troubleshooting

  • A lead doesn't appear. Check the response your system received from the webhook: an authentication error means the token is missing or wrong; a "paused" response means the agent is paused (paused leads are rejected, not queued); a payment-required response means the trial ended or the lead limit was reached. Also confirm the request sends name, email and message.
  • A test didn't behave as expected. Check the spam folder of the destination inbox, and confirm the test lead shows under Leads. If it shows Processing failed, contact support.
  • Your business details changed. Update them any time in Lead Recovery → Settings — the same form also holds your notification email and booking link.
  • Account or billing access. Sign in at chofami.com/app/login (use "Forgot password" if needed); billing lives under Billing.

Anything else — or anything that looks wrong — email support@chofami.com or visit Support.

Keep your credentials to yourself

Never email Chofami your password, API keys, webhook credential, Stripe or card details, or session tokens — support will never need them by email. If a credential may have leaked, regenerate or reset it instead.

Need a hand?

We'd rather help you early than have you stuck. Reach us any time — real setup questions welcome.