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Frequently Asked Questions

How do I add a lead by voice?

Tap the center + tab, tap the microphone, and just describe the lead in your own words. PocketCloser transcribes it and builds a structured lead you can review and save. Prefer typing? You can type or paste the note instead.

Do I need an OpenAI API key?

No. PocketCloser works fully offline using an on-device AI engine — no key, no account, no internet required. Adding your own OpenAI key is optional and simply improves the quality of the lead extraction and messages.

How do I add my OpenAI API key?

Go to Settings → AI & API Key, paste your sk-… key, and tap Save. It's stored encrypted in your device's Keychain and is only used to make requests to OpenAI on your behalf.

Is my data private?

Yes. Your leads, notes and follow-ups are stored on your device. Nothing is sent anywhere unless you choose to connect your own OpenAI key — and even then, only the note you process is sent. See our Privacy Policy.

How is the heat score calculated?

Each lead gets a 0–100 score based on signals like urgency, budget, contact info and buying intent. 80+ is hot 🔥, 50–79 is warm, below 50 is cold. It's a quick way to know who to call first.

Can I edit what the AI generated?

Absolutely. The AI gives you a head start — you review every lead before saving and can edit any field, message or follow-up date.

Does it work offline?

Yes. With the on-device engine, the entire app — capture, pipeline, reminders, scripts and stats — works with no internet connection.

How do I reset the demo data?

Go to Settings → Data → Reset demo data to restore the clean sample set, or delete the app to wipe everything.

Still Have Questions?

We typically respond within 24–48 hours.

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