# Canvas Creation
Source: https://help.leadlabs.app/Features/Canvas-Creation
Here's how you can create new canvases with Canvas Genie
The **Canvas Genie** feature in LeadLabs allows you to quickly create new canvases using simple natural language. Instead of writing complex prompts or juggling multiple tools, you can describe what you need in one or two lines, and Canvas Genie will handle the rest.
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## 1. Navigating to the Canvas Library
1. Go to any **profile** (your own or a prospect’s).
2. Click the **Insights** page and allow LeadLabs to load the initial data.
3. Select the **Canvas** tab (the fourth menu bar option).
4. You’ll land in the **Canvas Library**, where you can view existing canvases or create a new one.
***
## 2. Creating a New Canvas
* Click the **Create Canvas** button.
* You have two options:
* **Use Canvas Genie** (recommended): Describe what you want in simple natural language, and LeadLabs will create a first draft canvas using its built-in intelligence.
* **Start from scratch**: Skip Canvas Genie and manually build a canvas (best if you’re already skilled at writing prompts).
While using Canvas Genie, specify as many details as possible (even if it's unstructured or raw) so that our Genie can create the best canvas for your needs.
***
## 3. How Canvas Genie Works
When you use Canvas Genie:
* Enter a short description of your workflow (See e.g., *“Spiced Discovery Framework”* or \_“Video Script for LinkedIn” \_as shown).
* LeadLabs expands this into a detailed blueprint.
* It automatically selects the best AI models for different tasks (e.g., Perplexity for research, Claude for frameworks, GPT for writing).
* The process takes about **30–60 seconds** while LeadLabs pulls in your business goals, variables, and context.
* Once complete, you’ll have a fully generated first draft of your canvas.
***
## 4. Editing and Refining Your Canvas
* **Rewrite Prompts**: If a generated prompt isn’t what you want, click **Rewrite**, type your change in natural language, and LeadLabs will instantly update it.
* **Change Models**: If needed, select a different AI model from the dropdown. Each model includes a short description of its specialty to help you choose.
* **Add Variables**: Click **Add** to include dynamic variables such as *prospect name*. These variables will auto-populate in your workflow, keeping canvases flexible and scalable.
***
## 5. Example Canvases (Shown while creating a new Canvas)
Some popular use cases include:
* **Video Script Canvas**: Generate real-time scripts for social selling.
* **SPICED Discovery Framework**: Prepare for discovery meetings using the SPICED sales methodology.
* **Voice Note Canvas**: Create personalized voice notes to send directly to prospects.
***
## Why Use Canvas Genie?
* Create canvases in **seconds** using natural language.
* Automatically leverage the **right AI models** for the task.
* Save time by **rewriting and refining** with one click.
* Scale personalization with **dynamic variables**.
***
## Need some help?
We pride ourselves on our impeccable support. Drop us an email at [hello@leadlabs.app](mailto:hello@leadlabs.app) and we will get back ASAP.
# Comment Generator
Source: https://help.leadlabs.app/Features/Comment-Generator
Here's a quick overview of the comment generator feature in LeadLabs.
Engaging with your prospects on LinkedIn requires more than just likes—it requires thoughtful comments that add value. LeadLabs makes this process simple and effective with its **Comment Generator** feature. Here’s a step-by-step guide to using it.
### Step 1: Open Your Prospect’s Profile
Visit your prospect’s LinkedIn profile and click the **comment button**. This takes you to the section of their profile where all recent posts are displayed.
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### Step 2: Browse Recent Posts
Scroll left or right to load more posts and choose the one you’d like to engage with—ideally the most recent, for maximum visibility and relevance.
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### Step 3: Choose Comment Type
Once you’ve selected a post, decide the style of comment you’d like to leave:
* **Supportive**: To validate and encourage their perspective.
* **Contradictory**: To respectfully challenge their point of view and spark dialogue.
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### Step 4: Select a Tone
After picking the type, refine your comment further by setting the tone. LeadLabs gives you multiple options:
* **Neutral**: A balanced, professional response.
* **Insightful**: Adds perspective, analysis, or expertise.
* **Formal**: Maintains a polished, professional tone suitable for executive-level engagement.
LeadLabs will instantly generate a **starter comment** based on your selections.
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### Step 5: Refresh if Needed
If the first suggestion doesn’t fit your voice, click the **refresh button**. You can generate as many variations as you like until you find the one that works.
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### Step 6: Copy and Paste
Once you’re happy with the comment:
1. Click **copy text**.
2. Go back to the LinkedIn post you selected.
3. Paste the comment and make any final edits to personalize it.
***
### Step 7: Post and Engage
When your comment feels ready, post it. You’ve now left a thoughtful contribution that strengthens your presence and helps you connect meaningfully with your prospect.
***
## Need some help?
We pride ourselves on our impeccable support. Drop us an email at [hello@leadlabs.app](mailto:hello@leadlabs.app) and we will get back ASAP.
# One Click Data Collection
Source: https://help.leadlabs.app/Features/Data
Turn Hours of Research into Seconds
LeadLabs simplifies prospect research by gathering and organizing insights instantly. With just one click, you can eliminate manual data collection and access everything you need to personalize outreach.
* Visit any **LinkedIn profile**.
* Click the **View Insights** button.
* LeadLabs will automatically fetch real-time data from multiple sources — no manual research required.
**Prospect signals →**\
Bio, Likes, dislikes, interested topics, self-written content, engaged content, probable problems, icebreakers, experience, responsibilities.
**Personality insights →**\
Understand how your prospect thinks, communicates, and prefers to be engaged with. This psychology-driven layer ensures every message resonates, rather than feeling like a template.
**Account signals →**\
Overview, leadership profiles, website, industry, size, founded year, specialties, funding details, market details, revenue growth, tech stack, product updates, events, competitors, expansion, total jobs, and latest hiring roles.
***
## Need some help?
We pride ourselves on our impeccable support. Drop us an email at [hello@leadlabs.app](mailto:hello@leadlabs.app) and we will get back ASAP.
# Gmail Integration
Source: https://help.leadlabs.app/Features/Gmail
Here you'll learn how to use LeadLabs inside Gmail.
With the LeadLabs Chrome extension, you can access your AI sales companion directly inside Gmail. This allows you to personalize outreach, run workflows, and leverage insights without ever switching tabs.
## Opening LeadLabs in Gmail
1. Open Gmail and start composing a new message (or open any task in Gmail).
2. Click the **LeadLabs icon** on the right-hand side of your screen.
3. You’ll see a list of **LinkedIn profiles** you’ve previously viewed.
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## Accessing Prospect Insights
* Hover over any saved profile to:
* **Run Canvas** immediately.
* Or view full **prospect details** (including personality and account insights).
* You can drag and reposition the LeadLabs window anywhere on your screen for convenience.
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## Real-Time Prospect Data
* LeadLabs displays **all prospect data** directly inside Gmail, including:
* Personality Insights
* Account Insights
* Last updated timestamp (e.g., “collected 12 hours ago”)
* No need to switch tabs — everything is available within Gmail.
***
## Running a Canvas in Gmail
1. Hover over a profile and click **Run Canvas**.
2. Select the canvas you want (e.g., *Multi-Signal Outreach*).
3. The LeadLabs agent will execute the canvas in real time.
4. Results include:
* Multiple outreach ideas
* Messaging variants and subject lines
* Prospect signals and web data
* Psychology-driven frameworks
You can mix, match, and adapt these outputs directly into your Gmail draft.
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## Benefits of Gmail Integration
* **No tab switching**: All insights and workflows live inside Gmail.
* **Faster personalization**: Instantly access signals and messaging frameworks.
* **Improved productivity**: Complete outreach tasks in seconds.
* **Flexible positioning**: Move the LeadLabs window anywhere on your screen.
***
## Need some help?
We pride ourselves on our impeccable support. Drop us an email at [hello@leadlabs.app](mailto:hello@leadlabs.app) and we will get back ASAP.
# One Click Workflows
Source: https://help.leadlabs.app/Features/Workflows
Here's how you can run one-click workflows (or canvas) all the way from prospecting to closing.
LeadLabs’ **Canvas** feature allows you to run powerful, AI-driven workflows with just one click. Instead of switching between multiple tools and subscriptions, you can access everything from one platform to streamline your day-to-day sales tasks.
## Running a Canvas
1. Visit a **prospect’s LinkedIn profile**.
2. Click the **Run Canvas** button.
3. A list of all canvases in your library will appear.
4. Select the canvas you want to use (e.g., *Multi-Signal Outreach*).
Within a few seconds, LeadLabs will run the entire canvas automatically.
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## Why Use One-Click Workflows?
LeadLabs combines the power of multiple frontier AI models into one seamless platform, eliminating the need for separate subscriptions:
* **Perplexity** → web research and public data collection
* **Claude** → logical reasoning and structured analysis
* **GPT** → creative writing and personalized messaging
* **LeadLabs proprietary models** → personality insights and active time detection
By blending these models, you can build workflows that are efficient, insightful, and personalized.
***
## Example: Multi-Signal Outreach Canvas
When you run the **Multi-Signal Outreach** canvas, LeadLabs:
* Generates multiple outreach ideas in seconds
* Provides 5+ messaging variants with different subject lines
* Uses signals from the prospect’s profile + real-time web data
* Creates an **implementation framework** for outreach
* Applies **psychology-driven communication principles** to make messages resonate
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## Benefits of Using Canvas
* **Single click execution** → no manual setup needed
* **All-in-one platform** → no need for separate AI tools
* **Personalized at scale** → messages crafted with prospect insights + psychology
* **Time-saving** → focus on relationships while AI handles the heavy lifting
***
## Need some help?
We pride ourselves on our impeccable support. Drop us an email at [hello@leadlabs.app](mailto:hello@leadlabs.app) and we will get back ASAP.
# Real Time Web Search
Source: https://help.leadlabs.app/Features/web-search
Here you'll learn how to use the built-in real-time web search feature in LeadLabs
The **Real-Time Web Search** feature in LeadLabs lets you instantly gather fresh information about prospects or their companies without leaving your outreach platform. Whether you’re working in Gmail, Apollo, SalesLoft, or another sales engagement tool, you can access real-time data in seconds.
## Accessing a Prospect Profile
1. Open your outreach platform (e.g., Gmail, Apollo, or SalesLoft).
2. Click the **LeadLabs icon** on the right-hand side of your screen.
3. Search for your prospect (e.g., *Melissa*) from the list of profiles you’ve previously viewed.
4. Click on their profile to open it inside the extension.
5. Drag and drop the profile window anywhere on your screen for convenience.
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## Opening Real-Time Web Search
* On the prospect profile, click the **second tab**: **Web Search**.
* This feature fetches information from across the web in real time.
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## Running a Real-Time Search
1. In the Web Search tab, click **Ask AI**.
2. Enter what you want to find.
* Example: *“Recent podcast videos featuring Melissa”*.
3. If needed, adjust the filters (e.g., remove company name if searching for an individual).
4. Click **Ask AI** again to run the search.
5. LeadLabs uses the **Perplexity API** in the background to gather up-to-date information.
***
## Where You Can Use It
The Real-Time Web Search works seamlessly across platforms:
* **Gmail**
* **Apollo**
* **SalesLoft**
* And other sales engagement platforms
You never need to switch tabs or leave your workflow to gather new prospect insights.
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## Benefits of Real-Time Web Search
* **Stay up-to-date**: Find the latest podcasts, articles, events etc. about a prospect or company.
* **Personalize outreach**: Reference fresh content in your emails or calls.
* **Save time**: Avoid manually searching across multiple websites.
* **All-in-one experience**: Access insights directly within your outreach instance.
***
## Need some help?
We pride ourselves on our impeccable support. Drop us an email at [hello@leadlabs.app](mailto:hello@leadlabs.app) and we will get back ASAP.
# Getting Started
Source: https://help.leadlabs.app/Overview/Getting-Started
Here's a quick 5 minute overview of LeadLabs.
LeadLabs combines the power of AI with psychology to help sales professionals become more productive while building real connections. Here’s how you can use LeadLabs to elevate your sales game.
## One-Click Data Collection
Stop wasting time on manual research. With LeadLabs, as soon as you open a prospect’s LinkedIn profile, data from **40+ sources** is fetched instantly and organized into three buckets:
* **Prospect Insights**: quick intro, emotional intelligence, preferences, activity, icebreakers, experience, and more.
* **Personality Insights**: guidance on how to engage across every sales stage — prospecting, discovery, demo, negotiation, follow-up.
* **Account Insights**: company overview, market, competitors, and unique real-time hiring signals.
💡 Pro tip: Reach out at the **active time** suggested by LeadLabs to increase your chances of getting a quick response.
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## AI One-Click Workflows
Automate repetitive tasks with **custom canvases**. Some examples of custom canvases are listed below.
* Connection requests
* Discovery talk tracks
* Video scripts
* POV builders, and more
Using **Canvas Genie**, you can create any new canvas simply by describing what you want in natural language — no technical setup required.
* **Perplexity** for web research
* **Claude** for logical reasoning
* **GPT** for writing
Canvas Genie automatically chooses the **best AI model for the task**, so you don’t need to worry about switching between tools. Once your canvases are created, you can run them with a single click to save time and stay productive.
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## Using Canvas in Action (Personalized Connection Requests)
Build rapport without the heavy lifting. For example, use the **Connection Request Canvas** to instantly generate multiple variants by combining various data points. This keeps outreach authentic while saving time.
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## Social Selling Made Easy
Social selling is all about showing up in your prospect’s world. With LeadLabs, you can generate comments on posts in one click:
* Analyze what your prospect is discussing
* Choose the type of comment: **supportive**, **contradictory**
* Select a tone: **neutral**, **formal**, or **insightful**
* Generate and comment instantly — even if you’re commenting 50+ times a day
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## Build Authentic Relationships at Scale
Go beyond comments. LeadLabs helps you create **voice notes, video scripts, and personalized assets** that show genuine interest. This positions you among the top 1% of sales reps who build real connections, not just transactions.
***
## Need some help?
We pride ourselves on our impeccable support. Drop us an email at [hello@leadlabs.app](mailto:hello@leadlabs.app) and we will get back ASAP.
# Persona Management
Source: https://help.leadlabs.app/Settings/Persona
Here you'll learn how to manage various personas inside of LeadLabs to tailor your communication.
LeadLabs allows you to customize your experience so that your outreach is always relevant and aligned with your target audience. One of the most powerful ways to do this is through **Persona Management**.
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## Navigate to Settings Page
1. Click on the **Settings tab** in the menu bar (the fifth icon).
2. In Settings, you’ll see several options for managing:
* **Persona**
* **Workflow**
* **Insights**
* **Billing & Payment**
For this guide, we’ll focus on **Persona Management**.
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## What Are Personas?
In LeadLabs, **Personas** represent the different types of individuals you interact with during outreach or middle-of-the-funnel activities.
* **Below the line Personas** → Users or influencers of your product.
* **Above the line Personas** → Key decision-makers for your product.
During calibration, LeadLabs automatically generates **six default Personas**: three above the line and three below the line.
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## Creating New Personas
If you sell to more than six types of buyers, you can easily add more Personas.
1. Click **Create Persona**.
2. Choose between:
* **Manual creation** → Enter details yourself.
* **Generate using AI (recommended)** → Let LeadLabs AI build Personas for you.
### Using AI to Generate Personas
* Paste your **company URL**.
* Specify any above or below the line Personas (optional).
* Click **Generate Persona**.
In a few seconds, LeadLabs AI will create the Persona, including:
* **Pain points** the Persona faces
* **Value proposition** LeadLabs offers them
* **Potential results** they could achieve with LeadLabs
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## How Personas Are Used
* Personas are automatically included in your **messaging**.
* They are also integrated into your **canvases** for workflows.
* The more Personas you create, the more tailored your outreach becomes to each persona.
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## 5. Benefits of Persona Management
* Align outreach with both **influencers** and **decision-makers**.
* Personalize communication at scale.
* Save time with AI-generated Personas.
* Continuously refine messaging as your buyer landscape evolves.
***
## Need some help?
We pride ourselves on our impeccable support. Drop us an email at [hello@leadlabs.app](mailto:hello@leadlabs.app) and we will get back ASAP.
# Signal Customization
Source: https://help.leadlabs.app/Settings/Signal-Preference
Here you'll learn how to customize signals in your instance.
LeadLabs gives you control over which signals are displayed in your account. By customizing your **Insights Preferences**, you can focus only on the data that matters most to your sales process, while avoiding clutter from irrelevant signals.
## Navigating to Insights Preferences
1. Click **View Insights** from any profile.
2. Open the **Settings tab** (the fifth option in the menu bar).
3. Select **Insights Preferences** (third item in the list).
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## Understanding Signal Buckets
Inside Insights Preferences, signals are organized into categories (buckets), such as:
* **Personal Overview**
* **Self-Authored Content**
* **Engaged Content**
* **Account**
* **Overview Account**
* **Insights Account**
* **User**
* **Custom Signals**
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## Customizing Signals
You can toggle individual signals on or off, depending on your needs.
**Example:**\
If your business doesn’t require **likes, dislikes, or interests**, simply turn them off. Once disabled, these signals will no longer appear in your instance.
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## Applying Changes
* After updating your preferences, close the pop-up.
* Click **Insights** again to reload your view.
* Perform a **hard refresh** of the page to apply changes.
* The disabled signals (e.g., likes, dislikes, interests) will no longer be visible.
***
## Benefits of Insights Customization
* **Declutter your workspace**: Only see signals that are relevant.
* **Stay focused**: Prioritize the data that supports your sales strategy.
* **Flexibility**: Adjust preferences anytime as your business needs evolve.
***
## Need some help?
We pride ourselves on our impeccable support. Drop us an email at [hello@leadlabs.app](mailto:hello@leadlabs.app) and we will get back ASAP.
# Signal Workflows
Source: https://help.leadlabs.app/Settings/Signal-Workflow
Orchestrate any signal workflow to capture real-time data.
LeadLabs allows you to extend its capabilities by creating **custom signal workflows**. These workflows help you capture and monitor signals that aren’t automatically included in the platform, giving you more flexibility and control over your outreach and sales strategies.
## Accessing Signal Workflows
1. Click **View Insights** on any profile.
2. Navigate to the **Settings tab** (the fifth icon in the menu bar).
3. Select **Workflows** from the options.
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## Creating a Signal Workflow
1. Click **Create Workflow**.
2. Give your workflow a name (e.g., *Compliance Checker*).
3. Write the logic for the signal you want to monitor.
* Example: "\_Create a workflow to check a company’s \_***compliance status***", which isn’t captured by default.
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## Activating a Workflow
* After creation, the workflow is **inactive by default**.
* Toggle it **on** to activate.
* Once active, the workflow will automatically run every time you visit a profile and appear under the **"Account Insights"** Tab in the first menu item.
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## Example: Compliance Checker Workflow
* Create a new workflow named **Compliance Checker**.
* Once activated, LeadLabs automatically checks and displays compliance status when you visit a company profile.
* This eliminates manual checks and surfaces critical information in real time.
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## Benefits of Signal Workflows
* **Custom tracking**: Add signals not included by default.
* **Automation**: Workflows run automatically on every profile visit.
* **Flexibility**: Build workflows tailored to your business needs.
* **Real-time insights**: Instantly access signals like compliance status, hiring activity, or any other custom criteria.
***
## Need some help?
We pride ourselves on our impeccable support. Drop us an email at [hello@leadlabs.app](mailto:hello@leadlabs.app) and we will get back ASAP.