Embedded AI Guidance Helps Lead Generation Teams Configure Lead Delivery Faster, Reduce Setup Errors, and Reach Activation With Greater Confidence
PHOENIX, AZ - February 6, 2026 (NEWMEDIAWIRE) - ClickPoint Software today announced AI Assist, a new AI-assisted setup experience in LeadExec that guides users through lead-delivery configuration in a structured, step-by-step flow, helping customers get from account creation to working lead delivery more quickly and accurately.
Lead delivery setup is complex by design, requiring precise coordination across sources, clients, lead types, mappings, delivery instructions, validation rules, and routing logic. A single missing field, misaligned mapping, or rule conflict can delay activation or stop delivery. AI Assist was designed to reduce that friction by sequencing setup steps in the correct order, validating inputs in real time, and helping users understand dependencies before they become issues.
“Lead delivery isn’t hard because the goal is unclear; it’s hard because the relationships between systems have to be configured in the right sequence,” said Gabe Buck, Founder and CEO of ClickPoint Software. “AI Assist helps our customers move faster without losing control. It guides setup, validates the details, and reduces the back-and-forth that slows teams down.”
A guided setup flow built for accuracy and speed
Unlike a standalone chatbot, AI Assist is embedded directly into the LeadExec workflow and is designed around successful configuration outcomes. It supports users by:
- Presenting each setup step in a logical sequence to prevent missed dependencies
- Validating required fields and mappings as they’re entered
- Automating time-consuming technical tasks (like field mapping) where possible
- Confirming progress at each stage so teams know what’s complete and what’s next
The result is faster time-to-activation, more consistent implementations, and fewer early-stage setup errors that commonly lead to support tickets.
Designed for reliability and user control
AI Assist was built with reliability as the priority. Users retain the ability to review, modify, and finalize every setting before activation. Any automated action can be replicated manually, ensuring transparency and giving teams confidence that configuration remains fully within their control.
Availability
AI Assist for LeadExec is available now with our Free Tier or paid account. ClickPoint Software also published a detailed design and workflow overview explaining how embedded AI guidance improves lead delivery setup, accelerates onboarding, and reduces configuration friction.
Media Contact
Anders Uhl, CMO
Anders.uhl@clickpointsoftare.com
About ClickPoint Software
ClickPoint Software provides lead distribution and lead management software for performance-driven marketing and sales organizations. LeadExec helps teams configure, validate, route, and deliver leads with precision, supporting scalable operations, compliance workflows, and consistent performance reporting.
Contact Information:
ClickPoint Software
4646 E. Greenway Road, Suite 112,
Phoenix, AZ 85032
United States
Anders Uhl
(866) 372-9431
https://blog.clickpointsoftware.com
