Capturing leads from your website and email automatically

Get your lead email address

Go to Settings → Lead Capture and tap Generate my email. You'll get an address like lead-xxxx@tradeflow365.app — unique to your company. Anything sent there is read only by TradeFlow365's AI, to decide whether it's a genuine new enquiry.

Point your enquiries at it

There are two common ways to feed it:

• Your website's contact form — add the address as a recipient (or a CC) alongside wherever form submissions already go.
• A receptionist or call handling service — ask them to CC the address on every new enquiry email they send you.

Either way, nothing changes about how enquiries reach you today — you're just giving TradeFlow365 a copy alongside your own inbox.

What happens next

AI reads each email and decides whether it's a genuine new enquiry — as opposed to spam, an internal email, or a reply on an existing job. Genuine, clearly-written enquiries are added straight to your Leads board with the customer's details and job description already filled in.

Anything the AI isn't confident about — an ambiguous message, missing details, a hard to parse forward — lands in Needs review, on the same Lead Capture settings page, instead of being silently dropped or wrongly added. From there you can add it as a lead yourself (editing anything the AI got wrong first) or dismiss it. Nothing is ever deleted automatically.

Regenerating your address

If your lead email ever leaks somewhere you don't want (a scraped web page, a spam list), tap Regenerate on the same settings page. This creates a new address immediately — anything still pointed at the old one, your website form, a receptionist, will stop working until you update it.

Questions: hello@tradeflow365.com.