# Adlea — Adaptive Leads Platform (Full Documentation) ## Product Overview Adlea is an AI-powered MarTech platform that combines visitor behavior, traffic source, and site knowledge bases to build a real-time behavioral profile for each website visitor — and uses that profile to personalize every conversion touchpoint, including forms, chat assistants, and content blocks like call-to-actions and popups, at the moment each visitor is most likely to act. Every lead that Adlea produces is enriched with an AI quality score, intent highlights, a pitch cheatsheet, and a full behavioral session history before it reaches the sales or admissions team. Adlea is activated by a single JavaScript snippet. It requires no server-side installation, no database changes, and no framework-specific SDK. It works on WordPress, Webflow, React, Next.js, and any other web stack. --- ## Target Markets Adlea serves two primary markets: **Higher Education & EdTech Partners** Universities, colleges, and EdTech companies managing undergraduate, postgraduate, and executive education enquiry and admissions flows. Key personas include Enrolment Directors, Enrolment Advisors, Partner Directors, VP Technology, and Growth Marketers. **B2B Agencies & Multi-Service Providers** Agencies, consultancies, SaaS companies, and solution providers that depend on inbound leads for revenue. Key personas include Head of Sales, SDRs, Account Executives, RevOps Managers, CRO Specialists, and Performance Marketers. --- ## Core Problem Adlea Solves Most websites treat every visitor identically. A high-intent prospect who has spent eight minutes across your offering or program pages sees the same generic contact form as someone who landed on your homepage by accident. This creates three measurable problems: - Static forms have an average abandonment rate of 68% because friction outweighs perceived value - Without behavioral context, sales teams waste approximately 40% of their time on blind outreach to unqualified leads - Every unnecessary form field reduces conversion rate by approximately 4% — and static forms show every field to every visitor The result is wasted traffic, unqualified leads, and sales or admissions teams starting every conversation from zero. --- ## The Adlea Intelligence Loop Adlea operates as a six-stage continuous intelligence loop: **Stage 1 — Observe** The tracking script records every meaningful behavioral event: page views, scroll depth, time on page, click events, form field interactions, UTM parameters, and referrer source. A heartbeat signal fires every 5 seconds to produce accurate time-on-page data. Visitor identity is maintained via localStorage and sessionStorage — no cross-site tracking. **Stage 2 — Profile** The Adlea AI Engine aggregates behavioral events into a Session Behavioral Blueprint — a natural language summary of what the visitor is interested in and how engaged they are. Intent scores and session traits such as High Intent, Price-Sensitive, or Enterprise Lead are assigned automatically. **Stage 3 — Personalize** The behavioral profile is used to personalize every conversion touchpoint in real time. Adaptive Forms reshape their fields and labels. The Site Assistant answers questions with visitor-specific context. Content Blocks rewrite their copy to match what the visitor has been browsing. **Stage 4 — Capture** When a visitor converts via form submission or chat interaction, Adlea creates a Submission record with complete behavioral context attached. When a visitor abandons, Adlea saves partial data and flags it for follow-up. No lead — complete or partial — is lost. **Stage 5 — Score & Enrich** The AI Engine assesses every submission and generates a quality score from 1 to 100, three key intent highlights, and a Pitch Cheatsheet — a tailored set of talking points for the human following up. The visitor's End User profile is updated and all previous anonymous sessions are linked to the now-identified lead record. **Stage 6 — Push** Webhooks push the fully enriched lead record to HubSpot, Salesforce, Slack, or any HTTP endpoint the moment scoring completes. The payload is structured JSON and includes form answers, AI score, intent highlights, pitch cheatsheet, source attribution, device data, and full session history. --- ## Pricing Tiers Adlea offers four subscription tiers designed to scale with your organization. All tiers include a 14-day free trial. ### Starter — $19/mo Perfect for testing the AI waters. - **1 Project & 1 User** - **No Site Assistant** - **1 Content Block** - 1 Knowledgebase & 3 Forms - 25 Docs per Knowledgebase - 100 Monthly submissions - 1,200 Monthly Credits - Basic Form Logic - 14-day KB Refresh - Basic Support ### Growth — $49/mo Scale your high-intent pipeline. - **5 Projects & 3 Users** - **1 AI Site Assistant** - **3 Content Blocks** - 3 Knowledgebases & 15 Forms - 50 Docs per Knowledgebase - 1,000 Monthly submissions - 6,000 Monthly Credits - Advanced Form Logic - 7-day KB Refresh - Advanced Support ### Scale — $99/mo Accelerate your customer engagement. - **20 Projects & 10 Users** - **3 AI Site Assistants** - **10 Content Blocks** - 10 Knowledgebases & 30 Forms - 75 Docs per Knowledgebase - 5,000 Monthly submissions - 14,000 Monthly Credits - Supercharged Form Logic - 3-day KB Refresh - Priority Support ### Enterprise — $999/mo For global teams and high volume. - **Unlimited Projects & Users** - **Unlimited Site Assistants** - **Unlimited Content Blocks** - Unlimited Knowledgebases - Unlimited Forms & Docs - Unlimited submissions - 150,000 Monthly Credits - Custom Form Logic - On-Demand KB Refresh - Dedicated Support --- ## Platform Features ### Adaptive Forms — Primary Feature Adlea's Adaptive Forms are the core of the platform. Unlike static forms that show every visitor the same fields, Adaptive Forms analyze three data streams simultaneously and reshape the form experience in real time for each individual visitor: 1. Behavioral session data — everything the visitor has done on the site during this visit 2. Current form answers — what the visitor has already entered in the form so far 3. Knowledgebase — verified content from the project's linked knowledge sources **Field Behaviors:** - always_show: The AI Engine is prohibited from hiding, pre-filling, reordering, or rephrasing this field. Used for email address, legal consent, and GDPR compliance fields. - adaptive: The AI Engine may hide, pre-fill, reorder, or rephrase this field based on visitor context. Used for qualification fields like program of interest, company size, budget range, and offering line. **Adaptation Guidelines:** Each form accepts free-text natural language instructions that encode qualification or admissions logic into the form without writing code. Examples: if the visitor came from an international campaign, pre-fill applicant type as International. If the visitor viewed the Enterprise pricing page, show the annual contract term question. **AI Interceptors:** Intelligent UI patterns that activate when the AI has high confidence in a visitor's intended answer. Three interceptor types: +- Yes/No Confirmation: fires when AI confidence exceeds 90%. Presents a conversational confirmation the visitor can accept in one click. +- Subset Selection: narrows a long dropdown to 2-3 high-probability options based on session behavior. +- Merge: combines multiple related questions into a single conversational prompt without losing data. **Form Analytics & Abandonment Intelligence:** Every form interaction creates a Form Session that tracks field-level dwell time, the exact field where the visitor abandoned, partial data entered before abandonment, and a complete AI Adjustment Log showing every change the AI made to the form and what triggered each change. **Deployment Options:** - Embedded Form Widget: renders inline on the page via the Adlea Embed SDK - Conversational via Site Assistant: the Site Assistant asks form questions one at a time within the chat interface --- ### Site Assistant — Secondary Feature The Adlea Site Assistant is a permanently available AI-powered conversational interface grounded in the project's Knowledgebase. It answers visitor questions, qualifies leads, and captures contact details without requiring a human to be online. **Operating Modes:** - Standard Support: prioritizes answering questions accurately. Lead capture is opportunistic during natural conversation flow. - Support + Lead Generation: simultaneously answers questions and works through a connected Adlea Form's qualification questions conversationally. Creates a full Submission on completion or an abandoned Submission with partial data if the conversation ends early. **Mandatory Information Capture Gate:** When enabled, the Assistant defers the visitor's primary question until required contact information has been provided, ensuring no high-intent interaction ends without a trackable lead record. **Proactive Engagement:** The Site Assistant can be configured to initiate conversations based on behavioral triggers — time spent on a specific page, repeat visits to a high-intent page, or navigation patterns that suggest evaluation intent. **Knowledge-Grounded Responses (RAG):** Every response begins with a semantic search of the project's linked Knowledgebases. The Assistant only answers questions it has reliable evidence for. Administrators can audit which knowledge documents were used to generate any response. **Identity Resolution:** When the Site Assistant collects contact information, Adlea immediately links all previous anonymous browsing sessions to the now-identified End User profile, so the lead record includes full historical behavioral data — not just the current session. --- ### Content Blocks — Secondary Feature Content Blocks replace static CTA banners with AI-powered components that rewrite their headline, description, and button copy for each individual visitor based on their behavioral profile. **AI Control Levels:** - None: the field is never altered. Used for legally reviewed statements, certified claims, and brand taglines. - Partial: a defined Focus Segment of the copy is rewritten by the AI. The rest remains static. - Full: the AI rewrites the entire field based on visitor profile, session traits, and Knowledgebase. **Dynamic Variables:** Placeholders resolved at render time from session data: - {{program_name}} — the program or service most engaged with this session - {{visitor_country}} — detected country from IP geolocation - {{last_viewed_page}} — title of the most recent page viewed - {{campaign_source}} — UTM source of the current session **Display Conditions:** Content Blocks support conditional logic based on URL path, session traits, visit count, referrer or UTM source, and device type. --- ### Submissions & Lead Intelligence — Tertiary Feature A Submission is the definitive, immutable record of a conversion event. It is created on form completion, chat interaction completion, or when a form session contains sufficient partial data to constitute a meaningful lead record. **Every Submission contains:** - Form answers mapped to the specific form version active at submission time - Source and metadata: channel, IP address, device type, browser user agent - Session context: link to the full Site Session with complete behavioral timeline - Identity record: link to the End User profile including all previous sessions - AI Score 1–100: quality and intent rating - AI Highlights: three key takeaways or red flags - Pitch Cheatsheet: tailored talking points for the human following up - Chat transcript: if the submission originated from a Site Assistant interaction **Pitch Cheatsheet:** Generated automatically for every scored submission. Surfaces the specific program or service the lead evaluated, behavioral signals like scholarship page visits or pricing page views, recommended conversation openers, timeline and urgency signals, and decision-maker identification cues. **Partial Submissions & Abandonment Recovery:** Partial data is captured in real time throughout every form session. Abandoned submissions include the exact field where the visitor stopped, all data entered before abandonment, and the complete behavioral session context — enabling prioritized follow-up even without a completed form. --- ### Session & Behavioral Intelligence — Tertiary Feature The 360-degree Lead View in the Adlea dashboard aggregates every piece of behavioral data into a single view per lead: - Structured form answers in a clean question-answer table - Behavioral timeline: chronological log of every page viewed with time spent and scroll depth - AI insight cards: lead score, intent highlights, and pitch cheatsheet - Full chat transcript for assistant-originated submissions - Link to the End User profile showing all previous visit history including anonymous sessions **Identity Resolution:** When a visitor's contact details are captured for the first time, Adlea links all previous anonymous sessions to the newly identified End User profile. A lead who visited four times over two weeks before converting arrives with four sessions of behavioral data attached to their record. --- ### Knowledgebase & RAG — Tertiary Feature A Knowledgebase is the factual foundation that prevents Adlea's AI from hallucinating. Before any AI-powered feature answers a question, adapts a form, or personalizes a content block, it searches the Knowledgebase for relevant, verified content. **Building a Knowledgebase:** 1. Provide a starting URL. Adlea's scraper crawls the site and extracts core page content. 2. Every page is converted to clean Markdown, removing formatting noise. 3. Pages are reviewed in the dashboard — high-value pages approved, low-value pages excluded. 4. Approved pages are indexed into a vector-based RAG system for semantic search. Separate Knowledgebases can be created per Project, ensuring that an EdTech partner managing multiple university clients keeps each institution's AI responses completely isolated. --- ### CRM & Webhook Integrations — Tertiary Feature Webhooks are Adlea's primary integration mechanism. They implement a push model — Adlea pushes the fully enriched lead record to the configured endpoint the moment a defined event occurs. **Webhook Events:** - form_submitted: fires the millisecond a form or Site Assistant interaction completes. Recommended for instant Slack or Teams alerts. - score_calculated: fires seconds after submission once AI scoring completes. Recommended trigger for full CRM sync — ensures every contact record is created with a lead score already populated. - test_ping: manually triggered from the dashboard during setup to validate endpoint connectivity. **Integration Logs:** Complete visibility into every webhook execution — attempt log with timestamp and HTTP response code, failure reporting with exact error response, and retry history. Allows RevOps teams to distinguish between a lead that was never created and a lead that was created but failed to reach the CRM. **Supported Integrations:** HubSpot, Salesforce, Slack, and any custom HTTP endpoint. No proprietary connector required. --- ## Platform Architecture ### Organizations & Projects An Organization is the top-level account container linked to a billing subscription. Within an Organization, one or more Projects are created. Each Project corresponds to a distinct website, brand, program, or client with its own tracking script, Knowledgebases, forms, and lead data. No cross-project data leakage. ### Team Members & Role-Based Access - Owner: full platform control including billing. Automatically holds Admin access to all Projects. - Admin: full feature and configuration access. Can manage team members and all settings. - Moderator: can manage content, review submissions, and view sessions. Cannot change billing or delete core resources. - Viewer: read-only access to dashboards, submissions, and analytics reports. ### Privacy Architecture In the Adlea system, visitor identity is maintained through a persistent hash in localStorage and a session identifier in sessionStorage. No personally identifiable information is stored in the script itself. No cross-site tracking. --- ## Billing & Credit System Adlea uses a two-component billing model: **Subscription Plan:** covers platform access — number of active Projects, team member seats, available integrations, and feature tier. Charged as a fixed monthly or annual fee. **Credit Packs:** cover AI compute — every invocation of the Adlea AI Engine for form adaptation, Site Assistant responses, lead scoring, Knowledgebase search, and content block personalization. A base credit allocation is included with each plan. Additional credits are purchased as packs. **Credit Operations and Consumption:** - Site Assistant chat response: tokens in conversation plus Knowledgebase retrieval complexity - Form adaptation cycle: behavioral context complexity plus number of fields evaluated - Lead scoring and pitch cheatsheet: submission content length plus session complexity — once per submission - Content Block personalization: copy length plus Knowledgebase retrieval — once per page load - Knowledgebase indexing: total content volume — one-time or per-update cost **Graceful Degradation:** Before executing any AI operation, Adlea performs a real-time credit balance check. If credits run out, AI-enhanced features degrade gracefully — forms continue as static forms, the Site Assistant continues operating but returns an unavailable message for AI responses. Core tracking, page views, clicks, scroll depth, and UTM capture are never affected by credit balance. Credits replenish automatically on the next billing cycle. **Credit Ledger:** A real-time, timestamped record of every credit movement — top-ups and debits per operation type, with project-level breakdown to identify which Projects are consuming the most credits. **Payments:** Adlea uses Dodo Payments for all subscription billing and credit pack purchases, supporting global VAT and sales tax compliance. --- ## Role-Specific Value Propositions **Enrolment Advisor / Inbound Sales Specialist** Every lead arrives with a behavioral summary, AI score, and pitch cheatsheet. Know exactly what the prospect researched before picking up the phone. **Enrolment Director / Head of Sales** Behavioral scoring and funnel analytics reveal where pipeline leaks. Stop optimizing for volume and start optimizing for qualified pipeline. **SDR / BDR** Sort the lead queue by AI score every morning. Read the pitch cheatsheet. Make the call. No manual triage required. **Sales Manager / Head of Sales** Standardized AI scoring and pitch cheatsheets ensure every rep works from the same quality of pre-call intelligence. Pipeline reviews reflect actual intent, not individual rep judgment. **Growth Marketer / Demand Gen Manager** Adaptive forms and personalized content blocks increase conversion rates. Field-level analytics show exactly where visitors drop off and what caused it. **Performance Marketing Specialist** UTM source linked directly to AI lead score at session level. Optimize spend for qualified pipeline, not just clicks and conversions. **CRO Specialist** Field-level abandonment data, AI adjustment logs, and interceptor performance metrics provide more diagnostic data from one adaptive form than a dozen static variants. **Revenue / Growth Analyst** Complete closed-loop funnel: behavioral data at session level, quality score at submission level, CRM-linked outcome data for revenue attribution. **VP Technology / Infrastructure Director** Single JavaScript snippet. No server-side installation. No database dependency. Works on any web stack. Graceful degradation on zero credit balance. **RevOps / CRM Manager** Structured JSON payload includes source attribution, device data, AI score, form answers, and full session summary. Every routing rule fires correctly from record creation. Integration Logs provide a definitive audit trail for missing lead diagnosis. **Marketing Automation Specialist** score_calculated webhook creates CRM contacts with lead score already populated. Nurture sequences and SLA timers fire correctly from the moment of creation. **Partner Director / Account Executive** Adaptive forms pre-qualify partners and prospects during the enquiry itself. Discovery time is replaced by a conversation that starts with established context on both sides. --- ## Glossary **Adaptive Form:** An Adlea form that dynamically adjusts its fields, labels, and visibility in real time using the AI Engine, based on visitor behavioral session data and current answers. **Adlea AI Engine:** The AI system powering all personalization, conversational responses, lead scoring, and content adaptation. Consumes credits on each invocation. **always_show:** A form field configuration that prevents the AI Engine from modifying or hiding the field under any circumstances. **adaptive:** A form field configuration that grants the AI Engine permission to hide, pre-fill, reorder, or rephrase the field based on visitor context. **Behavioral Blueprint:** An AI-generated natural language summary of a visitor's inferred intent and interests for a specific site session. **Content Block:** A dynamic AI-powered UI component that replaces a static CTA section, personalizing its copy for each individual visitor. **Credit:** The unit of AI compute consumption. Consumed by every AI-powered operation. **End User:** A persistent record representing an individual human visitor to a website where Adlea is installed. **Form Session:** A sub-session tracking the complete lifecycle of a single form interaction from first field focus to submission or abandonment. **Identity Resolution:** The automatic process of linking an anonymous visitor's historical session data to a newly identified End User profile when contact information is captured. **Interceptor:** An AI-driven conversational UI shortcut that replaces a standard form input with a context-aware prompt when the AI has high confidence in the intended answer. **Knowledgebase:** A collection of website and documentation content, scraped and indexed via RAG, that grounds the Adlea AI Engine's responses to ensure factual accuracy. **Organization:** The top-level Adlea account entity linked to a billing subscription. **Pitch Cheatsheet:** An AI-generated set of tailored talking points for the human following up with a specific lead, based on form answers and behavioral session data. **Project:** A workspace within an Organization corresponding to a specific website, brand, program, or client. **RAG (Retrieval-Augmented Generation) based Knowledgebase:** The AI technique used to retrieve relevant content from the Knowledgebase before generating any response, ensuring answers are grounded in verified material. **Session Traits:** Qualitative behavioral labels inferred by the AI Engine from a visitor's site session activity. Examples: High Intent, Price-Sensitive, Enterprise Lead. **Site Assistant:** An AI-powered conversational interface embedded on the website, grounded in Knowledgebases, that answers questions, captures leads, and qualifies prospects autonomously. **Site Session:** A record of one continuous website visit by an End User containing all behavioral events and any child sessions. **Submission:** The definitive, immutable record of a completed or meaningfully abandoned form interaction, containing form answers, behavioral context, AI score, highlights, and pitch cheatsheet. **Submission Score:** An AI-generated 1–100 rating of a lead's quality and conversion intent, produced automatically for every submission. **Webhook:** An HTTP-based push notification that delivers Adlea event data to an external URL endpoint in real time. --- ## What Adlea Is Not - Adlea is not a standalone CRM. It integrates with and enriches existing CRMs via webhooks. - Adlea is not a generic chatbot. The Site Assistant responds only from verified Knowledgebase content — it does not speculate or generate responses from general training data. - Adlea is not a static form builder. Every form it produces is adaptive by default. - Adlea is not a marketing automation platform. It feeds enriched, scored leads into existing automation platforms via structured webhook payloads. --- ## Summary Adlea sits between a website and its pipeline. It observes every visitor, builds a behavioral profile in real time, personalizes every conversion touchpoint for that individual, and delivers a data-enriched, AI-scored lead record to the sales or admissions team before any human contact is made. The platform is activated by one JavaScript snippet, requires no server-side changes, and integrates with any CRM or endpoint via webhooks. It is built for organizations where every inbound lead matters and where the quality of that lead — not just the volume — is what determines revenue or enrolment outcomes. ## Support & Links - **Main Website**: https://adlea.co - **Growth Lab**: https://adlea.co/free-tools - **App/Sign up**: https://app.adlea.co - **Demo Booking**: https://calendly.com/sv-adlea/adlea-demo - **Discord Community**: https://discord.gg/Y4DFa9XdEs - **Social**: @adleaai (YouTube/LinkedIn)