Introduction
What Happierleads does, the five steps to your first leads, and where every feature is explained.
Happierleads tells you who is visiting your website: the person (name, email, phone, LinkedIn) and their company, even when they never fill in a form. It then scores each visitor against your ideal customer, sends the good ones to your team, your CRM or Slack, and lets you email or message them, all from one dashboard.
Start here: your first leads in five steps
- Add your website in the dashboard. You get one tracking snippet per website.
- Install the tracking pixel with Google Tag Manager, the WordPress plugin or a line of HTML. Takes a few minutes; the dashboard confirms when it sees your site.
- See your leads. Identified visitors appear under Leads → Website Visitors, newest first.
- Tell us who your ideal customer is so the best-fit leads rise to the top and the rest stay out of your way.
- Act on them: post new leads to Slack, push them to your CRM, or email them from your own mailboxes.
No visitors yet? You can still find new people to reach in the Happierleads contact database.
How these docs are organised
Every feature has one page with three tabs, so you pick the way you work:
| Tab | Use it when you… |
|---|---|
| Guide | work in the dashboard. Most pages include a live demo you can click through. |
| API | build something with the REST API. Every endpoint has a playground you can run on sample data or your own account. |
| MCP | ask an AI assistant (Claude, ChatGPT, Cursor) to do it for you. |
New to the words we use (credits, ICP, pixel, sequence)? See the glossary.
Features
Leads
Website visitors, 3rd-party intent, Web Scraping, Prospector and AI Scout; lists, tags, exports and everything you do with a lead.
Qualify
Score every lead against your ideal customer profile, with rules or with AI Assist, and exclude who you never want.
Engage
Email sequences from your own mailboxes, LinkedIn campaigns, warmup, and one Master Inbox for every reply.
Automations
The moment a lead arrives: Slack, your CRM (HubSpot, Pipedrive, Zoho, Salesforce, GoHighLevel), a webhook, Clay or an email campaign.
Websites & tracking
Add websites, install and check the pixel, and read each website's analytics.
Team & account
Invite teammates with the right access, understand your plan and credits, pause or cancel, partner programs.
For agencies, partners and developers
Embed Happierleads screens
Show the Leads and pixel-install screens inside your own app, under your brand.
Full white label
Your clients use the whole dashboard on your domain, with your brand. You sell it and bill it.
Connect your AI assistant
Connect Claude, ChatGPT or Cursor in two minutes and ask for what you need in plain English.
Authentication
Your API keys, what each one can reach, and how to replace one.
Built to be read by AI
Every page is also available as plain Markdown, and the whole site is indexed in /llms.txt. Point your AI assistant at these docs and it can answer “how do I…?” questions with the exact steps. See Use these docs with AI.
Still stuck?
Use Ask about this page at the top of any page, or the chat bubble in the corner: it answers from these docs and from your own account.