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

1. Create your account

1. Click <strong>Start free</strong> on the landing page or visit <code>/register</code>.
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 <strong>Create workspace</strong>. You land on your dashboard immediately.

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

2. Set up your first card

1. From your dashboard, click <strong>Manage cards</strong> or navigate to <code>/app/cards</code>.
2. Fill in the <strong>Display name</strong> (how your name appears on the card).
3. Add your <strong>Title</strong>, <strong>Company</strong>, and <strong>Headline</strong> — the headline appears as a subtitle on your public card.
4. Add contact details: <strong>Email</strong>, <strong>Phone</strong>, <strong>Website</strong>, and optionally a <strong>Booking URL</strong> (e.g., Calendly link).
5. Write a short <strong>Bio</strong> — visitors see this on your public card page.
6. Choose a <strong>Wallet template</strong> 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 <strong>Create card</strong>. Your card gets a unique public URL like <code>/cards/your-name</code>.

3. Navigate your workspace

1. <strong>Dashboard</strong> (<code>/app</code>) — Overview metrics, recent cards, and latest contacts.
2. <strong>Cards</strong> (<code>/app/cards</code>) — Create and manage all your cards.
3. <strong>Contacts</strong> (<code>/app/contacts</code>) — View captured leads with AI enrichment.
4. <strong>Search</strong> (<code>/app/search</code>) — Find contacts by name, company, event, context, or AI-generated insights.
5. <strong>Analytics</strong> (<code>/app/analytics</code>) — Track profile views, captures, shares, and conversion rates.
6. <strong>Admin</strong> (<code>/app/admin</code>) — 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. <strong>Share bar</strong> — one-click buttons to share the card on LinkedIn, X (Twitter), WhatsApp, email, or via the native share sheet on mobile.
5. <strong>QR code</strong> — a branded QR code visitors can scan to open the card instantly on their phone.
6. A <strong>contact capture form</strong> 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. <strong>Public URL</strong> — Send the link directly: <code>yoursite.com/cards/your-slug</code>. Works in any browser.
2. <strong>QR code</strong> — 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 <code>/cards/your-slug/qr</code> for use in slides, email signatures, or print materials.
3. <strong>Social sharing</strong> — One-click buttons for LinkedIn, X (Twitter), and WhatsApp. Each opens the respective platform with your card link and a pre-filled message.
4. <strong>Native share (mobile)</strong> — 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. <strong>Email share</strong> — Click the email button to open a pre-composed email with your card link in the body, ready to send.
6. <strong>Copy link</strong> — One click copies the card URL to your clipboard. A "Copied!" confirmation appears briefly.
7. <strong>vCard download</strong> — Visitors can click <strong>Save contact</strong> to download a standard <code>.vcf</code> file that works with every contacts app.
8. <strong>Apple Wallet pass</strong> — Visitors click <strong>Wallet pass</strong> to download a <code>.pkpass</code> file. On iOS, this adds your card to Apple Wallet — always accessible, even offline.
9. <strong>Booking link</strong> — If you added a booking URL, visitors see a <strong>Book meeting</strong> button.

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 <code>/cards/your-slug/qr</code> — 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 <strong>50 professionally designed wallet templates</strong> organized into five categories:

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

Each template defines the <strong>background color</strong>, <strong>text color</strong>, and <strong>label color</strong> 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 <strong>industry</strong> and <strong>audience</strong>. A lawyer might choose Legal Burgundy; a startup founder might prefer Startup Electric.
2. Consider <strong>readability</strong>. 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 <strong>live preview</strong> — 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. <strong>Quick capture</strong> — Just a name and optional context ("Where did you meet?"). One click to save.
2. <strong>Full details</strong> — 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 <code>/app/contacts</code> to see all your captured leads. Each contact card shows:

• Name, company, and title
• <strong>AI summary</strong> — A 2-3 sentence description of the contact and relationship context
• <strong>Next best action</strong> — A specific follow-up recommendation with timing
• <strong>Relationship strength</strong> — Weak, moderate, or strong based on available data
• <strong>Conversation starters</strong> — 3 personalized talking points based on meeting context
• <strong>Interest tags</strong> — 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 <strong>heuristic fallback</strong> generates reasonable defaults from keyword analysis.
4. Enrichment happens in the background — it does not block the capture form response.

Supported AI providers: <strong>OpenAI</strong> (GPT-4), <strong>Anthropic</strong> (Claude), <strong>Google</strong> (Gemini). Configure via environment variables.

15. Understanding confidence scores

Each enrichment includes a confidence score from 0 to 1:

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

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

16. How search works

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

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

17. Search tips

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

18. Tracking performance

The analytics dashboard (<code>/app/analytics</code>) shows key metrics:

• <strong>Cards</strong> — Total number of active cards you own.
• <strong>Contacts</strong> — Total leads captured across all your cards.
• <strong>Views</strong> — Total profile views across all your public cards.
• <strong>Shares</strong> — 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.

19. Subscription plans

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

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