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Getting startedWhat Lethra is, your first case, how the agent works, and sharing a case with a family.9 guidesSetting up your firmCompany settings, your team, languages and region, and the family portal.4 guidesGrowthYour website first, then ads on Meta, Google and ChatGPT, then social posts, your blog, newsletter and obituaries, with your approval on everything published.7 guidesDaily workWorking a case file, tasks, the calendar for funerals and viewings, and family meeting notes.3 guidesDocumentsUploading and sharing documents, plus templates and AI drafting.2 guidesCommunicationThe inbox in depth, the phone receptionist, and the firm-wide assistant.5 guidesMulti-brand groupsFor head offices with several funeral homes: the group overview, adding brands, the group's website template, ad budgets, billing and the group team.6 guideseLys for FlandersConnecting eLys, linking a dossier, importing documents, and the inlichtingenfiche.4 guides
Popular guides
- Creating your first caseEvery field on a new case explained, what the seven tabs hold, and which details the agent needs before it can be useful.
- Working with the agentWhat the agent does on its own, what always waits for your approval, how the briefing works, and how to ask it for something directly.
- The inboxWhat lands in the inbox, who sees what, and how to clear it, from approving the agent's drafts to answering its questions and calling families back.
- Sharing with the familyHow to invite a family to their own case, exactly what they can and cannot see, and what they can do once they are in.
- First Call, the website chatHow First Call works as the front desk on your website, how it adapts to what each person needs, how you steer it, and what reaches your team.
- Document templatesBuilding reusable templates with variables, drafting with AI from a template, and exporting a document as PDF or DOCX.
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