Glossary

Every term LeadBind uses, in the sense LeadBind means it. Some of these words mean something different elsewhere, which is exactly why they are here.

The core objects

Lead: a person, a phone number, and where they came from. Created by a form, an inbound call, an import, or you. See Leads and pipeline.

Lead source: where a lead came from. The field people ignore and later wish they had, because it is the only way to know which ads are worth the money.

Stage: where a lead sits in your pipeline. Names vary by industry; the shape is always new → working → appointment → won or lost.

Call: one attempt, inbound or outbound, with an outcome attached.

Outcome: what happened on a call. Seven of them, and each means something specific: booked, transferred, connected, voicemail, no_answer, hangup, unresolved. See Calls and outcomes.

Appointment: a real slot on a real calendar, not a request. See Bookings.

Setup vocabulary

Mode: how you work, either sales, service, or office. Decides your home screen. See Modes and industries.

Industry (also called vertical): what you do. Decides the vocabulary and what the assistant knows to ask. Ten of them, plus free-text for anything else.

Slot: an offerable appointment time. A time is only a slot after it survives your hours, buffer, minimum notice, daily cap, blackout dates, and your connected calendar.

Buffer: dead time held after every appointment. Drive time and notes.

Minimum notice: how far ahead someone must book. The setting that stops a booking landing eleven minutes from now.

Daily cap: the most appointments bookable in one day.

Blackout date: a specific day nobody can book, regardless of hours. Beats everything else.

Slug: the short name in your public URLs, like book.leadbind.org/your-slug. Changing it breaks every link you already sent.

How it runs

Speed to lead: calling a new lead within seconds instead of hours. The single highest-impact automation. See Speed to lead.

Follow-up sequence: the scheduled calls and texts that work a lead who did not answer the first time.

Callback: a time you promised to call someone back, stored as a real time on the lead rather than as a note. Shows under Upcoming callbacks on Home, and per rep on the Team page. See Follow-up.

Vance: the assistant built into LeadBind, reachable as a panel on any screen or as its own page. Not to be confused with AI Access, which connects your own outside assistant. See Vance.

Live transfer: handing a hot caller to a real phone mid-call. Announced, not blind. See Transfers.

Script: what you told the assistant about your business, in plain language. Not code. See Writing your script.

Interruption sensitivity: how readily the assistant stops talking when the caller starts. The setting people reach for "speed" to fix and should not. See Voice and pacing.

Teams and agencies

Org: your business inside LeadBind, containing your reps.

Rep: a team member who works their own leads and sees only their own.

Round robin: handing new leads out in turn. See Lead routing.

Managed client: an account you run on someone else's behalf, where they see results and you hold the controls. See Managed clients.

Snapshot: a saved account setup you can apply to the next account. Carries structure, never branding or anyone's real-life blackout dates. See Snapshots.

AI and integrations

MCP: Model Context Protocol, the standard that lets an AI assistant use an outside tool. LeadBind speaks it, which is how Claude or ChatGPT can read your account. See AI Access.

Scope: a permission on an API key, either read, write, or place calls. Separate on purpose; calling is never implied by write. See Keys and permissions.

Tool: one action an assistant can take, like get_availability. Twenty-eight of them. See Tools reference.

Webhook: a URL another system posts to so leads arrive in real time. See Bring in your leads.

llms.txt: the machine-readable index of this documentation, at docs.leadbind.org/llms.txt. Every page also exists as raw markdown: add .md to any URL.

Compliance

TCPA: the federal law governing calls and texts to consumers. Penalties are per message.

Consent: documented permission to contact someone. A purchased list is not consent. See Consent and opt-outs.

Opt-out: a withdrawal of consent. Permanent, immediate, and honored automatically on STOP.

Do-not-contact list: your suppression list. Checked before every send, not once per sequence.

A2P 10DLC: the carrier registration business texting requires. Unregistered messages are silently filtered, not bounced. See A2P.

One-party / two-party consent: whether one person or everyone on a call must agree to recording. State law, and the trap is interstate calls. See Call recording.

AI disclosure: the assistant saying it is an AI. Automatic, every call, not a setting. See Disclosing the AI.