Missing a lead is one of the most costly things that can happen in your business. With Roomvu's AI Lead Receptionist, you never have to worry about that again. This feature automatically captures leads from any platform, categorizes them, notifies you instantly, and even calls leads and books meetings on your behalf, so you can focus on closing deals while the system handles the follow-up.
What does AI Lead Receptionist do?
Captures leads from any platform automatically
Categorizes and saves contacts to your account
Notifies you instantly when a new lead comes in
Calls leads and books meetings for you
Your Dedicated Lead Capture Email
Every Roomvu user gets a personal lead capture email address that looks like this:
This is the core of how the feature works. Any lead email forwarded to this address is automatically parsed and saved to your account as a contact, no manual data entry required.
How to Find Your Lead Capture Email Address
Log in to your Roomvu account and scroll down to the More Tools section on the main dashboard.
Click AI Lead Receptionist.
Your personal lead capture email address will be displayed in the pop-up window.
Click Copy to copy it and use it as instructed in the setup steps below.
How it works
You receive a lead through your CRM, website contact form, or any other system.
Forward that email to your dedicated lead capture email address.
The system automatically extracts the lead's information including their name, email, phone number, and message.
The lead is saved to your Roomvu account automatically.
If the system is unable to parse the email, you will receive a notification so you never miss a lead.
How to set it up in your CRM
Most CRMs allow you to set up email forwarding or automated routing rules. Here are the general steps:
Copy your personal lead capture email address from your Roomvu account.
Go to your CRM's email settings or automation rules section.
Set up email forwarding or create an automation rule that forwards incoming lead emails to your lead capture address.
Send a test email to your lead capture address to confirm everything is working correctly.
Email format best practices
The system is designed to extract lead information from a variety of email formats. While vCard format provides the most reliable parsing, plain text formats work as well. Supported formats include structured text, standard email body format, and vCard format.
What if the system cannot read the email?
If the system is unable to automatically parse an incoming email, you will receive a notification at your registered email address. That notification will include the original email content, the sender's information, and the subject line, so you always have everything you need to follow up manually if necessary.
Please note that these notification emails can sometimes end up in your spam folder, so it is worth checking there if you are expecting a lead notification that has not arrived.
Need help setting it up?
If you need assistance configuring email forwarding in your specific CRM or have any questions about this feature, contact our support team and provide the following:
Your roomvu profile slug
The CRM system you are using
A description of the issue you are experiencing
Our team will get you set up as quickly as possible.