LeadOcto
Docs & help

What can Octo help you with?

Most questions are answered in under a minute. Search below, or jump to a topic. If you would rather talk to a human, we reply on WhatsApp in about two minutes.

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Getting started

Install your first widget, connect WhatsApp and see your first lead.

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Installation

Platform guides for WordPress, Shopify, Webflow, Wix, Tag Manager and raw HTML.

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Channels

WhatsApp, Calendly, phone, email and custom links - the buttons inside your widget.

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Triggers & targeting

Exit intent, scroll depth, inactivity and the pages the widget shows on.

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Analytics & Octo insights

The three dashboard questions, what each answer means and what to do next.

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Integrations

Slack, Google Analytics, Tag Manager, webhooks and the CSP allowlist.

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Billing & plans

Switching plans, invoices, VAT, refunds and agency referral codes.

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Privacy & GDPR

EU hosting, cookieless mode, Do Not Track, retention, the DPA and sub-processors.

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API & webhooks

Authentication, listing widgets and leads, signed webhooks and rate limits.

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