Developer & Administrator Documentation

LEAFVA

A modern all-in-one business platform — ticketing, HR lifecycle, payroll, hiring, projects, invoices, and a full AI-powered Growth Ops engine for campaigns, leads, and nurture sequences — deployable on your own subdomain or custom domain.

Overview

LEAFVA is a multi-tenant SaaS platform that lets organizations run their entire internal operations from one place. Think of it like Microsoft 365 or Jira — each company gets its own private workspace, accessible via their own subdomain (yourcompany.app.leafva.me) or a custom domain like support.yourcompany.com.

All data is fully isolated per organization. Your employees, tickets, invoices, payroll, and workflows are only accessible to users in your workspace.

Fully Isolated

Each organization's data is completely separate. No cross-tenant data leakage.

Your Own Domain

Use a subdomain we provide or point your own domain to the platform in minutes.

Instant Setup

Modules

LEAFVA ships with these built-in core modules, available on all plans.

Help Desk & Ticketing

Create, assign, and resolve support tickets with priorities, SLAs, categories, internal notes, and a full audit trail. Requesters can open tickets without creating an account.

Smart Notifications

Configurable notification rules that map events (ticket opened, resolved, escalated) to email recipients or teams. Supports custom SMTP or built-in email dispatch.

Onboarding Workflows

Structured onboarding checklists for new hires. Each step is tracked, assigned, and audited. Pre-fills from hiring data automatically.

Offboarding Workflows

Mirror of onboarding — manage equipment returns, access revocation, exit interviews, and final payroll steps.

Payroll Management

Add employees, generate AI-assisted pay stubs, track salary and deductions, send pay stubs via email, and bulk-send to all active employees.

Hiring & Recruitment

Post jobs, collect applications with a kanban board, move candidates through stages (Applied → Interview → Offer → Hired), and automatically feed hired candidates into onboarding.

Projects & CRM

Manage client projects from discovery to completion. Track progress, post updates, and manage a full client CRM with contact history.

Invoices

Create AI-assisted invoices per project, send them directly to clients via email, track payment status, and view all invoices in one place.

Client Management

Full CRM for clients: contact details, associated projects, invoice history, revenue tracking, and direct email messaging.

Messages Inbox

Internal messaging between team members with unread counts, notifications, and threaded conversations.

Training Materials

Upload PDFs, videos, and guides. Track employee completion with progress indicators. Assign materials per application or department.

Administration

Manage roles, SMTP settings, email templates, lifecycle templates, departments, notification rules, plan modules, user feature grants, and company branding.

AI Growth Ops

AI Growth Ops is an advanced module available on Growth & Enterprise plans. It turns LEAFVA into a full marketing and revenue engine — generating campaigns, content, leads, and nurture sequences, all powered by Groq AI and your business profile.

How it works: Complete the Strategy Setup wizard once. The AI generates a strategic brief for your business. Every subsequent AI task — campaigns, content, follow-ups — uses that brief for full contextual accuracy.

Strategy Setup

A multi-step wizard where you define your business name, offer, target audience, tone, goals, pricing range, objection handlers, and preferred channels. The AI generates a strategic brief used by all other growth tools.

Campaign Generator

Generates a full campaign package: campaign angle, primary hook, subject line, email body draft, and 3 social post variations — all in one click, based on your strategy.

Content Planner

Generates a 7 or 30-day content calendar for any combination of channels (LinkedIn, email, Instagram, Twitter/X, blog, YouTube). Each day includes a post with copy, CTA, and content type.

Leads CRM & Pipeline

Capture leads manually or in bulk. Track them through a fully configurable pipeline (new → contacted → replied → qualified → proposal → won/lost). AI drafts follow-up messages per lead based on their context.

Pipeline Board

A visual kanban view of your entire lead pipeline. Drag to move leads between stages, see activity history, and open lead profiles directly from the board.

Nurture Sequences

Create multi-step email sequences: welcome, no-response re-engagement, post-call follow-up, lead magnet delivery, proposal reminder, and reactivation. The AI writes all steps with correct tone and delays.

AI Growth Advisor

A conversational AI chat interface with full context: your business profile, live lead counts by stage, active campaigns, published content, and recent AI activity. Ask for strategy advice, bottleneck analysis, or action plans.

Plans

Feature	Starter	Growth	Enterprise
Seats (users)	Up to 10	Up to 50	Unlimited
All core modules	✅	✅	✅
Subdomain	✅	✅	✅
AI Growth Ops	—	✅	✅
→ Campaign Generator	—	✅	✅
→ Content Planner	—	✅	✅
→ Leads CRM & Pipeline	—	✅	✅
→ Nurture Sequences	—	✅	✅
→ AI Growth Advisor	—	✅	✅
Per-user feature grants	—	✅	✅
Custom domain	—	✅	✅
Custom branding (logo/color)	—	✅	✅
Priority support	—	—	✅
SLA guarantees	—	—	✅
SSO / SAML	—	—	✅
Dedicated onboarding	—	—	✅

All new organizations start with a 14-day free trial

No credit card required. Full access to all features during trial. Contact hello@leafva.me to upgrade or discuss custom pricing.

Getting Started

Follow these steps to get your organization up and running.

1
Register your organization
Go to the registration page and fill in your organization name, choose a subdomain slug, and create your admin account.
Register now
2
Verify your email
You'll receive a verification email. Click the link to activate your account. You'll be automatically set as Super Admin of your organization.
3
Configure your workspace
Head to Admin → SMTP to configure outbound email, then Admin → Catalog to set up departments, categories, and ticket types for your organization.
4
Invite your team
Go to Admin → Roles & Users to invite team members. Set their roles (Admin, Support Agent, Manager, etc.). Each user gets an invite email.
5
(Optional) Add your custom domain
On the Growth or Enterprise plan, you can point your own domain (e.g. support.yourcompany.com) to LEAFVA. See Domain Setup below.

Domain Setup

There are two ways to access your LEAFVA workspace — via a free subdomain we provide, or via your own custom domain.

Option A — Free Subdomain (all plans)

When you register your organization, you choose a slug (e.g. acme). Your workspace is instantly available at:

https://acme.app.leafva.me

No DNS changes needed. The subdomain is available immediately after registration. This is the recommended starting point for all organizations.

Slug rules

3–32 characters
Lowercase letters, numbers, and hyphens only
Must start and end with a letter or number
Must be globally unique across the platform

Option B — Custom Domain (Growth & Enterprise)

Point your own domain or subdomain (like support.yourcompany.com) to the LEAFVA platform. This requires:

1
Add your domain in Admin → Organizations
Enter the domain you want to use (e.g. support.yourcompany.com). The system will generate a verification token.
2
Add DNS records
In your DNS provider (Cloudflare, Route 53, GoDaddy, etc.), add the records below.
3
Verify the domain
Click "Verify" in the admin panel. Once DNS propagates (usually 5–60 minutes), your domain will be active. SSL is handled automatically via Cloudflare.

DNS Records Reference

Add the following records in your DNS provider. Replace support.yourcompany.com with your actual domain.

Type	Name (Host)	Value / Points to	TTL
CNAME	support	app.leafva.me	Auto / 300
TXT	_leafva-verify.support	leafva-verify-<your-token>	300

Cloudflare users

If your domain is on Cloudflare, set the CNAME proxy status to "DNS only" (grey cloud) during setup. Once the domain is verified, you can re-enable proxying.

SSL / HTTPS

HTTPS is automatically provisioned for all domains — both subdomains and custom domains. You don't need to manage any certificates.

Example: Cloudflare setup for support.acme.com

# In Cloudflare DNS for acme.com:

# 1. Point the subdomain to LEAFVA
CNAME   support              app.leafva.me      TTL: Auto

# 2. Add the TXT verification record (token from admin panel)
TXT     _isunday-verify.support   isunday-verify-abc123def456   TTL: 300

# After DNS propagates, click "Verify Domain" in Admin → Organizations.

User Feature Access

Admins can manually grant or revoke any platform module for individual users — independently of their plan. This is useful for:

Giving a user on a Starter plan trial access to AI Growth Ops
Granting a specific user access to a module that isn't in their role's default scope
Time-limited access grants with automatic expiry
Fine-grained access control where role alone isn't specific enough

Go to Admin → User Access to manage grants. Each grant can have:

Module

Any of the 16 platform modules including all Growth Ops sub-modules

Expiry date

Optional. After expiry the grant is deactivated automatically

Note

Optional audit note explaining why the grant was made

Plans vs Grants

Plan modules define what a pricing tier includes by default. User feature grants are overrides on top of that — they can add access a plan doesn't include, or (in a future version) revoke modules the plan includes.

Admin Setup Guide

Once your organization is registered, configure these areas in the Admin panel.

SMTP Server

Admin → SMTP Server

Configure your outbound email server (host, port, username, password). Without this, emails go into a queue dispatched by the LEAFVA email relay.

Company Settings

Admin → Company Settings

Set your company name, logo, accent color, and invoice branding. This branding appears on invoice emails sent to your clients.

Departments & Categories

Admin → Categories & Apps

Create ticket categories, support tiers, and departments. These are used throughout ticketing, payroll, and onboarding.

Lifecycle Templates

Admin → Lifecycle Templates

Define reusable onboarding/offboarding checklists. Each template is a list of tasks with assignees and deadlines.

Notification Rules

Admin → Notification Rules

Map events (e.g. ticket.opened, invoice.sent) to recipient groups. Control who gets notified for what.

Roles & Users

Admin → Roles & Users

Invite team members and assign roles. The first user is automatically Super Admin.

Roles & Permissions

Role	What they can do
Super Admin	Full access to everything — all settings, all users, billing, and domain management. Only one per org.
Admin	Full operational access. Can manage users, tickets, payroll, projects, and admin settings. Cannot change billing.
Manager	Can manage tickets, onboarding, hiring, and view payroll for their team. Cannot change admin settings.
Support Agent	Can view and respond to tickets, update onboarding tasks, and view projects. No admin access.
Hiring Manager	Access to job postings, applications board, and candidate management.
Requester	Can open and track their own support tickets. Limited to self-service features.
New Hire	Access to their own onboarding portal, training materials, and workspace apps.

FAQ

Can multiple companies use the platform at the same time?

Yes. LEAFVA is a multi-tenant SaaS platform. Each organization's data is completely isolated — your tickets, users, payroll, and settings are never visible to other organizations.

What happens to my data if I cancel?

We retain your data for 30 days after cancellation. You can request a full data export at any time before that. After 30 days, data is permanently deleted.

Can I use my existing company email domain?

Yes. Under Admin → SMTP Server, configure your own email server (Google Workspace, Microsoft 365, Postmark, SendGrid, etc.). Emails will be sent from your domain.

How long does DNS propagation take?

Usually 5–30 minutes for Cloudflare-managed domains. Other DNS providers can take up to 24–48 hours in rare cases. You can check propagation using tools like dnschecker.org.

Is HTTPS/SSL automatically handled?

Yes. All domains (including custom domains) get automatic SSL via Cloudflare's certificate infrastructure. You never need to manage certificates.

Can I white-label the platform?

On the Growth and Enterprise plans, you can set your own logo, accent color, and use your own domain. The platform can be fully presented as your company's internal tool.

How do I invite my team members?

Go to Admin → Roles & Users, enter their email addresses, and assign a role. They'll receive an invitation email with a link to set their password and join your workspace.

Can I import existing employee or ticket data?

Data import is available on Enterprise plans. Contact hello@leafva.me with your requirements. CSV imports for employees and tickets are supported.

Ready to get started?

Questions? Email us at hello@leafva.me · Back to home