Documentation

The complete guide to
Rescue Your Leads.

Setup, configuration, integrations, compliance, and per-industry playbooks. 23 articles, written by the team that builds the product.

Last updated May 20, 2026 · Need a human? hello@rescueyourleads.com

01
3 articles

Getting started

Sign up, provision your agent, take your first call.

  1. Getting started with Rescue Your Leads

    Sign up, provision your agent, get a number, forward your business line, take your first call.

  2. Account, signup, and team members

    How your account is structured, what data we collect at signup, and team-member support.

  3. Understanding the dashboard sidebar

    A guided tour of each section in the app and what you do there.

02
4 articles

Voice agent

Customize how your agent talks, what it knows, and how it behaves.

  1. Editing what your agent knows and says

    Adding FAQs, changing business hours, tuning the voice — without breaking the prompt.

  2. Writing FAQs that actually work

    How to phrase questions and answers so your agent gives confident, accurate replies.

  3. Choosing the right voice for your business

    Eryn vs Chris vs custom voice cloning — when each is the right call.

  4. Setting business hours that change agent behavior

    How the agent reasons about open/closed and what to do after hours.

03
2 articles

Phone & forwarding

Pick a number and route your existing business line through it.

  1. Setting up call forwarding from your existing line

    Per-carrier dial codes for conditional forwarding (Verizon, AT&T, T-Mobile, Spectrum, Google Voice).

  2. Choosing the right area code for your AI number

    Local vs toll-free, why answer rates differ, and when to pick what.

04
4 articles

Integrations

Connect Google Calendar, Outlook, HubSpot, and more.

  1. Integrations overview: calendar, CRM, and what each one does

    Google Calendar, Outlook, HubSpot — what they unlock and how to connect each.

  2. Connecting Google Calendar step-by-step

    From clicking Connect to seeing the agent's first booking on your calendar.

  3. Connecting Microsoft Outlook / Office 365

    Personal Microsoft accounts AND work/school accounts both work.

  4. Connecting HubSpot CRM

    How auto-contact-creation works and what gets written where.

05
1 article

Calls & data

Review transcripts, recordings, and call outcomes.

  1. Reading a call record

    Anatomy of a single call detail page — transcript, recording, intent, caller note.

06
2 articles

Billing

Plans, overages, invoicing, and the referral program.

  1. How billing works (and what counts as a call)

    Monthly plans, overages, invoices, plan switching, cancellation.

  2. The $50-give / $50-get referral program

    How your share link works and when credits hit.

08
3 articles

Industry playbooks

How specific verticals get the most out of the product.

  1. Playbook: home services (HVAC, plumbing, electrical, landscaping)

    Specific FAQs, hours, transfer-number setup, and use cases for trade businesses.

  2. Playbook: dental, medical, and other health practices

    HIPAA considerations, after-hours patient handling, and the right FAQs for clinical practices.

  3. Playbook: salons, spas, and wellness businesses

    Booking-heavy workflows, service questions, and how to handle no-shows.

09
1 article

Troubleshooting

Common issues and how to fix them.

  1. Things that go wrong — and how to fix them

    The common 'why isn't this working' situations and their root causes.

Didn’t find what you needed?

Write to hello@rescueyourleads.com. A human responds within a few hours.