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Liniyan
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Campaign
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Company Name
Add New Lead
This lead is a
Company Name *
Website
Contact Name
Phone
Campaign *
Type *
Industry
State
Parse Inbound Lead
Paste the inbound contact form email below. The AI will extract the lead details automatically.
Campaign
Extracted Details — review before saving
Import Leads from Excel
Upload the import template (.xlsx) or any CSV file. Required column: Company.
Drop file here or click to browse
Supports .xlsx and .csv
or paste rows straight from a spreadsheet
Default Campaign
Lead Type
Default Status
Default State
Default Category
Default Rating
Liniyan Admin
AI ServicesAIVoice
New users who sign in are set to Pending by default and cannot access the CRM until you activate them here.
Invite someone
Send them the link. They sign in with Google and land straight in your workspace, then appear here for you to activate. The code works too, for anyone who would rather type it.
Edit the industry list for each campaign. Changes apply immediately to all users.
Copy Shared →
Campaigns
Each campaign your business runs. Used by the AI for context, email generation, and script building.
Offers
The pricing packages your business offers. Used for pricing context in email generation.
Organisation
Settings that apply to everyone in this workspace.
Who do you sell to?
This decides which fields appear on a lead. Businesses need an ABN, a trading name and a website. Individuals do not.
Who sees which leads
Stops a rep ringing a lead a colleague is already working. Admins always see everything regardless of this setting.
Colours
Pick a palette or set your own accent colour. Applies to everyone in this workspace.
Your branding
Paid feature
Replace the Liniyan name and logo with your own across the app, emails and exports.
Take it from your website
Product name
Logo
K
Square works best. Kept under 200KB.
Custom branding is not enabled on this workspace. Speak to your provider to turn it on.
Extra writing rules
Added to the built in rules for every email and script the AI writes. Use it for anything specific to how your business writes.
CRM lookup
Adds a button on each lead that searches your other CRM for that company, so you can check whether they are already a customer before calling.
Account or portal identifier
Take it from the address bar when you are signed in to that CRM.
Search address
Put {query} where the company name should go.
Button label
Name shown on hover
Your own Gemini key
Optional
The list builder is the expensive part, because each company needs a live web search. Add your own Google AI key and that usage goes on your bill instead of ours, with no limit on how much you build.
Get one at aistudio.google.com under Get API key. Only people in this workspace can see it. Remove it any time and billing goes back to us.
Knowledge extraction
How the AI summarises content uploaded to the Knowledge Base. Leave blank to use the default.
Screen pop from your phone system
Most softphones can open a web page when a call comes in. Point yours at the address below and the matching lead opens automatically. If the number is not in Liniyan you get the option to add it while you are still on the call.
Your softphone
Paste this into the setting
Your own fields on a lead
Anything you track that Liniyan does not have a box for. They appear on the lead panel beside the built in fields, and can be used in templates as a placeholder.
Leads from your website
Point your contact form here and enquiries arrive as leads, with the message saved as a note. No spreadsheet in between and nothing to check.
What separates your won deals
Worked out in Sales Training, from your closed deals. The strongest findings shape what the AI suggests here.
Required before a status can be used
A warning appears on the lead when something a status needs has not been filled in. Nothing is blocked, it is a reminder rather than a gate.
Export and import
Take everything out of this workspace, or load it into another one. Useful for moving between projects, setting up a new workspace from a template, or keeping your own copy.
Everything means everything: all leads with their notes, call transcripts, activity and offers, plus campaigns, industries, offers, statuses, pipeline stages, smart buttons, objections, templates, writing rules, training data, coaching sessions, your filter presets and display preferences. Restoring it recreates this workspace exactly.
Import a file exported from Liniyan
Importing configuration replaces the matching settings in this workspace. Export first if you want a copy of what is here now.
Start again
Removes every lead, note, campaign, offer and setting in this workspace so a migration can be redone cleanly. Users keep their access. There is no undo.
Dismissed messages
Bring back any confirmations you have turned off.
Export and import
Only the workspace owner can export or import data.
API Usage
What each AI service has cost. Figures are calculated from actual usage at published rates, so treat them as close estimates rather than a bill.
Smart Buttons
Buttons that appear on a lead and run an AI task, such as researching a company before a call or drafting a reply. Describe what you want in plain English and the assistant builds it for you.
Edit the pipeline statuses. Drag to reorder. Changes apply immediately to all users. Core statuses (New, Sale, Not Proceeding) cannot be deleted.
Liniyan Stats
to
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Add Liniyan to Home Screen
My Profile
Campaign Gmail Accounts
Link a Gmail account to each campaign. Drafts will be created in the correct account automatically.
Your plan
Email signature
One per campaign, since each sends from its own account. Gmail and Outlook only add their own signature when you start a message by hand, not when one is prepared for you, which is why this is here.
Type or paste as you would in Gmail. An image can be pasted straight in or added with the Image button, and it travels inside the email rather than being linked. Placeholders such as [REP_NAME] work here.
Reassign Leads
Assign selected leads to:
Bulk Email Draft
Send from
Template Name
Subject Line
Body (use [FIRST NAME] and [CLOSING DATE])
Placeholders such as [CONTACT_NAME], [INDUSTRY] and [OFFER_SUMMARY] are filled in for each recipient from their own lead. The body above shows the template as written.
Sync with Google Sheet
Row colours
What each status paints its row on the sheet. Anything left as no colour clears the row instead.
Add Context
Additional information to include in this prompt
Add Liniyan to Home Screen
Recently Deleted
Deleted leads are kept for 30 days. Select any to restore them.
Runs
Setup assistant
What this button produces
Update the lead with
Tick a field and this button will write it back to the lead when its output includes that line.
Where the output goes
The chat is for anything you would reword before sending. Every message there has a Create draft button, so an email is one press from a draft. A note is the record, and there is nothing to find later if you only use the chat.
Subject line for the draft
Placeholders work here. Leave blank if the button writes its own SUBJECT line.
When this finishes
The second button runs straight after and writes its own note underneath this one.
Liniyan portal
Every workspace on this deployment
Settings & Configurations
AI Lead List Builder
Campaign
Industries (select one or more)
How many companies
Spend limit
The run stops when it reaches this.
Parameters (optional)
Memory active —
Generated Companies
#
Company
Website
Phone
Email
Industry
Why It Fits
Generating company list...
This may take 15-30 seconds for large lists
Template Manager
Raw Writing Rules
All accumulated writing guidance from Knowledge Base uploads. Sales Manager reads this and distils it into the active ruleset on the right.
Active Rules AI distilled
The simplified ruleset Sales Manager extracted from the raw rules. This is what gets injected into every AI call.
Templates
Templates with placeholders that fill in from each lead. They appear in the AI toolkit.
Template Name
Used for internal requests such as booking forms. The email is addressed here, never to the lead, but placeholders still fill from the lead you have open.
Insert placeholderinto
Subject Line (optional)
Email Body
Click a placeholder to insert at cursor position:
AI Context (optional — travels with this template everywhere it is used)
Explain anything the AI needs to know to render this template properly: what the email is for, where it sits in the process, the tone to hold, and what any custom placeholders mean. This is never shown to the recipient.
AI Template Assistant
Paste an existing email to convert it, or describe what you need.
Sales Manager
Configure the AI sales assistant's identity, sales process, and standing rules. Everything here applies live to every rep, on every lead, across the chat assistant and email generation, without redeploying the app.
Define who the AI is when it talks to you. This shapes tone and confidence, not what it says, but how it carries itself saying it.
Name (optional, leave blank for no name)
Personality & expertise
Voice & phrasing notes
Pipeline Stages
Group your statuses into stages so the AI knows where a lead sits, rather than guessing from the whole pipeline. Stages also drive the funnel on the stats page. If you have defined a sales process under Sales Training, import those steps rather than retyping them, then map the statuses that represent each one.
Train the AI sales assistant by chatting naturally. The system will turn what you say into a permanent instruction. These apply to every rep, on every lead, across the chat assistant and email generation.
Active instructions
Add an instruction directly without chatting
Sales Manager AI
Discuss your pipeline, get coaching on your process, or ask anything about your methodology. Has full visibility of your stages, scripts, training rules and live pipeline data.
Sales Training
Organise call recordings and email threads by deal. Generate scripts and templates from what actually closes.
What separates your won deals
Reads the calls and notes on every closed deal in the CRM and works out what the won ones did differently. It produces signals that can be checked against a deal still in progress, which is what the "Where does this stand" button on a lead uses. The strongest of them also shape what the AI suggests elsewhere.
This reads every closed deal and costs a few dollars each time it runs. Worth rerunning every few months rather than after every sale.
Create Deal
Deal Name
Campaign
Rep
Outcome
Add to Deal
Deal
Pipeline Stage (optional)
Drop MP3 here or click to browse
Paste the full email correspondence for this deal. The AI will identify which pipeline stages are represented and extract a template recommendation for each one.
No deals yet. Create a deal to get started.
Sales Process
The sequence of touchpoints in order. The AI uses this to know where each call and email sits in the cycle, and to generate scripts and templates for the right step. Press Detect from Deals to have it work the process out from your uploaded deals, then edit anything it got wrong and save.
Objection Library
Write the objection as the prospect actually says it, then the approved response. The AI chat, Sales Manager and script builder all draw on this, so responses stay consistent across the team.
Generate Rep Script
Learns from won deals across all campaigns, then writes a script specific to the campaign you select. Leave the step blank for a full-cycle script.
Campaign
Stage (optional)
Previously generated scripts
Select a campaign above and click Generate Script.
Generate Email Templates
Learns from email threads in won deals across all campaigns, then writes templates specific to the campaign you select. Leave the step blank to generate one for every email step in your sales process.
Campaign
Step
Select a campaign above and click Generate Templates.
Ask anything about your deals, calls, and patterns. Paste a script format and say "generate a script following this." The AI has full context of your deals library and scripts.
Enter to send · Shift+Enter for new line · Script: send instructions to Script Builder · Template: send instructions to Template Builder
Knowledge Base
Shared reference for all reps. Upload any content and the AI extracts the key takeaways. Does not affect rules or training.
Add Entry
Title (optional)
Type
Content
All Entries
No entries yet. Add the first one using the panel on the left.
Sales Coach
Ask for feedback on a recent call, or run a roleplay exercise. Tap to start, then it's hands free.
Sessions are saved as text transcripts under History, visible to you and admins, so coaching advice can be reviewed against your sales process.