LeanData AI Assistant Beta FAQ

Admin - Using Your Own Anthropic Instance / API key

Set up routing links across LeanData BookIt Links and BookIt for Forms to route and book meetings.

Overview of the LeanData AI Assistant: how AI helps you build, understand, and optimize routing.

Overview of LeanData AI features: what the AI capabilities do across routing, matching, and scheduling.

LeanData BookIt general settings guide: configure the core options that control meeting scheduling.

Add a hidden field to a Pardot form to pass data into LeanData BookIt for Forms. Step-by-step field setup.

Embed a LeanData BookIt for Forms calendar directly on a Pardot form page. Step-by-step setup.

Embed a LeanData BookIt for Forms calendar on a Pardot form thank-you page. Step-by-step setup.

Overview of LeanData BookIt: automated scheduling and meeting booking built into your Salesforce routing.