Everything you need to launch, share, and convert with Ledgi Cards.

1. Create your account

1. Click Start free on the landing page or visit /register.
2. Enter your full name, email, and a password (minimum 8 characters).
3. Optionally add your company and job title — these pre-fill your first card.
4. Pick your preferred language (English, Portuguese, or Spanish).
5. Click Create workspace. You land on your dashboard immediately.

Your account starts on the Starter plan — one card, AI insights, and analytics included free.

2. Set up your first card

1. From your dashboard, click Manage cards or navigate to /app/cards.
2. Fill in the Display name (how your name appears on the card).
3. Add your Title, Company, and Headline — the headline appears as a subtitle on your public card.
4. Add contact details: Email, Phone, Website, and optionally a Booking URL (e.g., Calendly link).
5. Write a short Bio — visitors see this on your public card page.
6. Choose a Wallet template from 50 themed options grouped by category (Professional, Creative, Industry, Tech, Lifestyle). The live preview on the right shows exactly how it will look in Apple Wallet.
7. Click Create card. Your card gets a unique public URL like /cards/your-name.

3. Navigate your workspace

1. Dashboard (/app) — Overview metrics, recent cards, and latest contacts.
2. Cards (/app/cards) — Create and manage all your cards.
3. Contacts (/app/contacts) — View captured leads with AI enrichment.
4. Search (/app/search) — Find contacts by name, company, event, context, or AI-generated insights.
5. Analytics (/app/analytics) — Track profile views, captures, shares, and conversion rates.
6. Admin (/app/admin) — Platform administrators manage users, roles, and subscription plans.

4. The public card page

When someone visits your public card they see:

1. Your name, title, company, headline, and bio.
2. Clickable contact links (email, phone, website).
3. Action buttons: Save contact, Wallet pass, and Book meeting.
4. Share bar — one-click buttons to share the card on LinkedIn, X (Twitter), WhatsApp, email, or via the native share sheet on mobile.
5. QR code — a branded QR code visitors can scan to open the card instantly on their phone.
6. A contact capture form where visitors share their details back to you.

5. All the ways to share your card

Every public card offers multiple distribution channels built in:

1. Public URL — Send the link directly: yoursite.com/cards/your-slug. Works in any browser.
2. QR code — Each card page displays a branded QR code. Visitors scan it with their camera and land on your card instantly. The QR image is also available at /cards/your-slug/qr for use in slides, email signatures, or print materials.
3. Social sharing — One-click buttons for LinkedIn, X (Twitter), and WhatsApp. Each opens the respective platform with your card link and a pre-filled message.
4. Native share (mobile) — On phones and tablets, a "Share" button opens the operating system share sheet, letting you send the card through any installed app — Messages, Telegram, Slack, etc.
5. Email share — Click the email button to open a pre-composed email with your card link in the body, ready to send.
6. Copy link — One click copies the card URL to your clipboard. A "Copied!" confirmation appears briefly.
7. vCard download — Visitors can click Save contact to download a standard .vcf file that works with every contacts app.
8. Apple Wallet pass — Visitors click Wallet pass to download a .pkpass file. On iOS, this adds your card to Apple Wallet — always accessible, even offline.
9. Booking link — If you added a booking URL, visitors see a Book meeting button.

Short Shareable Links (ecards.to)

Every card gets an automatically generated short link using the ecards.to domain, making it easy to share in conversations, on printed materials, or anywhere character count matters.

1. Each card is assigned a unique short code (e.g., WSER34) when created.
2. The short link format is https://ecards.to?c=WSER34 — short, clean, and memorable.
3. When someone visits the short link, they are instantly redirected to your full card page.

Short links are used automatically in the share bar (copy link, WhatsApp, LinkedIn, X, Email) and in the QR code on your card.

6. The share bar

The share bar appears on every public card page, right below the action buttons. It includes buttons for: Copy link, LinkedIn, X, WhatsApp, Email, and (on mobile) the native Share sheet. Each button is pre-configured with your card name and link — visitors just tap and go.

7. QR codes

Every public card displays a branded QR code on the page with the label "Scan to save this card." The QR encodes the full public URL of your card. You can also access the QR image directly at /cards/your-slug/qr — useful for embedding in presentations, printed materials, email footers, or conference badges. The QR uses your brand colors for a professional look.

8. Link previews (Open Graph)

When you share a card link on LinkedIn, Twitter, WhatsApp, Slack, or iMessage, the platform automatically shows a rich preview with your name, title, and photo. This is powered by Open Graph and Twitter Card meta tags embedded in every card page. If your card has no photo, a branded Ledgi Cards image is used as the fallback.

9. Share analytics

Every time someone clicks a share button, the platform records which channel was used (LinkedIn, X, WhatsApp, email, copy, native). You can track these in your analytics dashboard to understand which distribution channels drive the most engagement for each card.

10. Understanding wallet templates

Ledgi Cards offers 50 professionally designed wallet templates organized into five categories:

• Professional — Executive Slate, Boardroom Navy, Venture Midnight, Startup Electric, and more. Dark, sophisticated tones for business settings.
• Creative — Studio Coral, Designer Violet, Photographer Dusk, Musician Indigo. Expressive colors for artists and makers.
• Industry — Real Estate Forest, Legal Burgundy, Medical Ocean, Finance Emerald. Sector-specific color languages.
• Tech — SaaS Gradient, DevOps Terminal, AI Nebula, Cyber Matrix. Tech-native aesthetics from neon to terminal green.
• Lifestyle — Wellness Lavender, Fitness Orange, Travel Sky Blue, Personal Minimal. Warm and approachable for coaches, freelancers, and creators.

Each template defines the background color, text color, and label color of your Apple Wallet pass. The live preview on the card creation form updates in real-time as you select different templates.

11. Choosing the right template

1. Think about your industry and audience. A lawyer might choose Legal Burgundy; a startup founder might prefer Startup Electric.
2. Consider readability. Light text on dark backgrounds is always crisp. Templates with dark text (like Personal Minimal) work best if your card info is short.
3. Use the live preview — as you type your name and title into the card form, the preview updates instantly so you can see exactly how it looks.
4. You can create multiple cards with different templates — one for conferences, one for casual networking.

12. How contact capture works

When someone visits your public card, they see a capture form with two modes:

1. Quick capture — Just a name and optional context ("Where did you meet?"). One click to save.
2. Full details — Click "Add more details" to reveal email, company, phone, event name, location, and notes fields.

After submitting, the contact is saved to your workspace immediately. Behind the scenes, the AI enrichment pipeline kicks in within seconds.

13. Managing contacts

Visit /app/contacts to see all your captured leads. Each contact card shows:

• Name, company, and title
• AI summary — A 2-3 sentence description of the contact and relationship context
• Next best action — A specific follow-up recommendation with timing
• Relationship strength — Weak, moderate, or strong based on available data
• Conversation starters — 3 personalized talking points based on meeting context
• Interest tags — Professional interests inferred from context

14. How AI enrichment works

1. When a contact is captured, the system sends their data (name, company, email, meeting context, event, location, notes) to an AI model.
2. The AI analyzes the data and returns structured intelligence: role inference, company details, interests, a summary, confidence score, next best action, relationship strength, conversation starters, follow-up timing, and tags.
3. If no AI API keys are configured, a heuristic fallback generates reasonable defaults from keyword analysis.
4. Enrichment happens in the background — it does not block the capture form response.

Supported AI providers: OpenAI (GPT-5), Anthropic (Claude), Google (Gemini). Configure via environment variables.

15. Understanding confidence scores

Each enrichment includes a confidence score from 0 to 1:

• 0.9+ — Rich data: email, company, and detailed meeting context provided.
• 0.5–0.7 — Partial data: name and some context, but missing email or company.
• 0.3–0.5 — Minimal data: only a name was captured.

Higher confidence means the AI suggestions (next best action, conversation starters) are more reliable.

How web research works

When a contact is enriched, Ledgi Cards runs web searches to gather public information about the person and their company. The results are then synthesized by AI into actionable intelligence. The search engine used depends on the user's subscription plan:

• Free plan — DuckDuckGo is used automatically. It is free and requires no API key, but may have rate limits at high volume.
• Paid plans (Starter, Professional, Enterprise) — The platform admin can configure a premium search engine like Google Custom Search, which delivers higher-quality, more reliable results at scale.

This routing happens automatically — users do not need to configure anything. The platform admin selects and configures the search engine from the Admin Panel.

Available search engines

The following engines are supported. The platform admin chooses which one powers paid-tier web research:

• DuckDuckGo — Free, no API key. Used automatically for free plans. May be rate-limited at high volume.
• Google Custom Search — Official Google API. 100 free queries/day, then $5 per 1,000. Requires an API key and a Custom Search Engine ID (CX).
• Serper.dev — Best value for high volume. $50/mo for 50,000 Google searches. Fast and simple.
• Brave Search — Independent index (not Google). Free tier: 2,000 queries/month, then $5/1,000.
• SerpAPI — Proxied Google results. $50/mo for 5,000 searches. Feature-rich with location targeting.
• Tavily — Built for AI agents and RAG pipelines. $0.01/search. Returns clean, structured content.

Configuring the search engine (Admin)

Platform administrators can configure the web research engine from the Admin Panel > Search tab:

1. Go to /app/admin and click the Search tab.
2. Select the active engine from the dropdown (e.g., Google Custom Search).
3. Enter the API key and any engine-specific settings (e.g., Google CX ID) in the engine's configuration panel.
4. Click Test connection to verify the API key works and returns results.
5. Click Save search configuration to apply. The change takes effect immediately for all paid-tier users.

Setting up Google Custom Search

Google Custom Search requires two credentials: an API Key and a Search Engine ID (CX). Here is how to set it up:

1. Go to Google Cloud Console and create a project (or use an existing one).
2. Enable the Custom Search API in your project's API Library.
3. Go to Credentials and create an API key. Copy the key.
4. Go to Programmable Search Engine, create a new search engine, enable Search the entire web, and copy the Search Engine ID (CX).
5. In the Ledgi Cards admin panel (Search tab), select Google Custom Search, paste the API key and CX, test the connection, and save.

Google provides 100 free queries per day. After that, you are charged $5 per 1,000 queries. For higher volume, consider Serper.dev which offers 50,000 queries for $50/month.

16. How search works

Ledgi Cards search goes beyond simple name matching. It uses a multi-signal scoring system:

• Fuzzy matching — Finds contacts even with slight misspellings (e.g., "Jhon" finds "John").
• Weighted fields — Name matches score highest, then company, title, email, event, and AI summary.
• Recency bias — Recent contacts rank higher than old ones.
• Action keywords — Queries like "follow up" or "schedule meeting" get boosted if matching contacts have pending actions.
• Exact phrase bonus — If your full query appears verbatim in any field, that contact gets a significant boost.

17. Search tips

1. Search by context: "tech conference miami" finds everyone you met at that event.
2. Search by intent: "follow up" surfaces contacts with pending next-best-action recommendations.
3. Search by company: "Acme" finds all contacts from that company.
4. Search by interest: "AI payments" finds contacts whose enrichment profile includes those topics.
5. Search results show match reason pills explaining why each contact ranked — "Name match", "Recent contact", "Company match", etc.

18. Tracking performance

The analytics dashboard (/app/analytics) shows key metrics:

• Cards — Total number of active cards you own.
• Contacts — Total leads captured across all your cards.
• Views — Total profile views across all your public cards.
• Shares — Total share button clicks broken down by channel (LinkedIn, X, WhatsApp, email, copy, native).

Use these to measure which cards and channels drive the most engagement.

Editing a card

Click Edit on any card in the Published cards list. The edit page lets you update all card fields — name, title, company, bio, contact details, booking URL, photo, and wallet template. The wallet preview updates in real-time as you make changes. Click Save changes to apply.

Deleting a card

On the edit card page, scroll to the bottom-right and click Delete this card. This permanently removes the card, its public page, QR code, and all associated contact captures. This action cannot be undone.

Reviewing AI enrichment blocks

When AI enriches a captured contact, each insight (summary, next action, conversation starters, interests, etc.) is presented as a separate block. Each block can be approved (confirmed as useful) or denied (removed from the dataset). Denied blocks are immediately cleared from the contact record and excluded from search results. You can also Approve all pending blocks at once.

Contacting support

Go to Settings > Contact Support to send a message to the Ledgi Cards team. Enter a subject and your message, then click Send. The team will reply via email and you can also see the status in the admin support panel.

Creating a team

Teams let you collaborate with colleagues by sharing a common workspace, contact pool, and unified branding.

1. Navigate to Team from the menu.
2. Enter your team name, brand name, and choose brand colors.
3. Click Create team. You become the team owner.

Inviting members

1. Go to Team > Members.
2. Enter the colleague's email and select a role (Admin or Member).
3. They receive an email invitation with a link to join.

Team roles

There are three roles in a team:

• Owner — Full control. Can manage members, branding, and all team settings.
• Admin — Can invite/remove members, edit team cards, and manage branding.
• Member — Can view shared contacts and team analytics. Manages their own cards.

Team branding

Owners and admins can set brand colors and enable Enforce branding to apply consistent styling across all team cards.

Shared contacts & analytics

All contacts captured by any team member are visible under Team > Contacts. Team analytics aggregate views and contact counts across all members.

Running an analysis

Ledgi Cards uses a two-stage AI pipeline to research your contacts. First, it searches the web (via DuckDuckGo) for the person's LinkedIn, company website, and news mentions. Then it sends the real web data to your configured AI provider to produce a structured intelligence briefing.

1. Open a contact from the Contacts list.
2. Click Re-analyze to trigger the two-stage pipeline.
3. Stage 1 — Web Research: The system searches DuckDuckGo for the person's name, company, and LinkedIn. Results are compiled into a research document.
4. Stage 2 — AI Synthesis: The web research + contact data is sent to your AI provider (OpenAI, Claude, Gemini, Perplexity, or DeepSeek) to produce the intelligence briefing.
5. Results appear as blocks you can approve or deny individually. Web sources are listed with clickable links.

Understanding analysis blocks

Each analysis produces these blocks: Summary, Inferred Role, Company Details, Next Best Action, Relationship Strength, Conversation Starters, Follow-up Timing, Potential Value, Interests, and Tags.

Approving and denying blocks

Use Approve to confirm an insight is accurate. Use Deny to remove it. You can approve all pending blocks at once with the Approve all button.

Analysis history

Every time you re-analyze a contact, the previous analysis is saved as a snapshot. You can view past analyses in the Analysis History section at the bottom of the contact detail page.

Monthly vs. yearly

Ledgi Cards offers four tiers — Free, Starter, Professional, and Enterprise — each available in monthly or yearly billing.

Yearly plans give you one month free compared to paying monthly. You can switch between monthly and yearly at any time from Settings > Subscription.

Plan limits

Each plan has limits on the number of cards and contacts you can create. Your current usage is shown in Settings > Subscription. Upgrade to increase your limits.

Switching plans

Navigate to Settings > Subscription and select the plan you want. If no payment system is configured, the switch takes effect immediately. Otherwise, changes apply at the end of your current billing cycle.

19. Subscription plans

• Starter (Free) — 1 card, basic AI enrichment, analytics, sharing, and contact capture.
• Pro ($29/mo) — 5 cards, advanced AI insights, wallet delivery, contextual search, and share analytics.
• Enterprise ($99/mo) — 100 cards, team provisioning, branded cards, and full ecosystem integrations.

All plans include the relationship workspace, dashboard, share buttons, QR codes, and contact management.

Setting up scheduling

1. Go to Scheduling from the navigation menu.
2. Select the card you want to enable scheduling for.
3. Toggle Status to Enabled.
4. Choose your timezone, meeting durations (15, 30, or 60 minutes), and buffer time between meetings.
5. Set your weekly availability hours for each day and click Save. Your public card will now show a Book meeting button.

Configuring weekly availability

For each day of the week, set one or more time windows (e.g., Monday 09:00-12:00 and 14:00-17:00). Leave a day empty to mark it as unavailable. All times are in your configured timezone. Visitors see available slots computed from these windows minus any existing bookings and blocked dates.

Blocking specific dates

Use the Blocked dates section to mark specific days as unavailable (holidays, travel, etc.). Blocked dates override your weekly availability — no slots will be shown for those days. You can add an optional reason for your own reference.

How the booking flow works

1. A visitor clicks Book meeting on your public card page.
2. They see a calendar showing your available dates for the next few weeks.
3. They select a date, then pick a time slot from the available options.
4. They enter their name, email, and an optional topic, then confirm the booking.
5. Both you and the visitor receive a confirmation email with meeting details and an Add to Google Calendar button.

Email notifications and reminders

When a meeting is booked, both parties receive a confirmation email immediately. Automatic reminders are sent 24 hours and 1 hour before the meeting. Each email includes a link to add the event to Google Calendar. If a booking is cancelled, both parties receive a cancellation notice.

Adding meetings to Google Calendar

Every confirmation and reminder email includes an Add to Google Calendar button. Clicking it opens Google Calendar with the meeting title, date/time, location, and topic pre-filled. No account linking is required — it uses a standard calendar link that works with any Google account.

Cancelling a booking

Go to Scheduling and find the booking in the Upcoming bookings list. Click Cancel to cancel it. Both you and the guest will receive a cancellation email. The time slot becomes available again for other visitors to book.

Calendar View

The Scheduling page includes an interactive monthly calendar so you can see all your meetings at a glance.

• Month navigation — use the arrows to move between months, or click Today to jump back to the current date.
• Booking indicators — green dots represent confirmed meetings; faded red dots indicate cancelled bookings.
• Day detail — click any day to expand a panel showing all meetings for that day, including guest name, email, time, duration, topic, and location.
• Quick cancel — you can cancel a confirmed booking directly from the day detail panel without leaving the calendar.
• Blocked dates — days you have blocked appear highlighted in red with the reason displayed.

Profile and social links

Go to Settings > Profile to update your name, company, title, phone, bio, and curriculum. The Social links section lets you add your Website, LinkedIn, GitHub, Twitter/X, Instagram, and YouTube URLs. These are stored on your account and can be used across cards.

Managing your subscription

The Subscription & Plan section at the top of Settings shows your current plan, card usage, and feature flags. You can switch plans directly — upgrading to a paid plan redirects to checkout, downgrading or switching to free takes effect immediately. Cancel your subscription at any time; it remains active until the end of the billing cycle.

AI provider configuration

Under AI configuration you can select your default AI provider (OpenAI, Anthropic, Gemini, Perplexity, DeepSeek, or heuristic fallback) and enter your API keys. Per-user keys override any system defaults. If no key is configured, the heuristic enrichment runs locally without external API calls.

Password and session

Change your password under Change password — you need your current password and the new one must be at least 8 characters. The Session section at the bottom lets you log out of the current device.