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The Leap (JobProgress) integration lets your OpenMic agents create leads and look up existing customers directly from live calls.

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Prerequisites

  1. An active Leap (JobProgress) account.
  2. An OpenMic account with at least one agent created.
  3. Access to the OpenMic Dashboard.

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Step 1: Connect Your Leap Account

  1. Go to Integrations in your OpenMic Dashboard.
  2. Locate the Leap card.
  3. Click Connect Leap.
  4. Log in and approve access.

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Step 2: Add Leap Tools to an Agent

  1. Navigate to Dashboard → Simple Agents.
  2. Select or create an agent.
  3. Open the Custom Functions tab.
  4. Click Add Function and choose from:
    • Leap Create Lead — Create a new prospect/lead
    • Leap Get Customer — Look up a customer by phone number

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Step 3: Configure Your System Prompt

You are a lead intake assistant for [Your Company Name]. You capture new leads in Leap.

Today's date and time is {{now.est}}.

Your Approach:
When a caller reaches out, use `get_leap_customer` to check if they're already a customer. If not, collect their information and create a new lead with `create_leap_lead`.

Key Rules:
- Always look up customers before creating new leads
- Collect name, email, phone, and reason for calling
Always include today’s date in your system prompt when your agent handles time-sensitive information. See Dynamic Variables for all timezone options.

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Available Tools

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Leap Create Lead

Create a new prospect/lead in Leap CRM. Collected from caller: Name, email, phone number, and project details.

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Leap Get Customer

Look up an existing customer in Leap by phone number.