Yes — you can manually upload leads into Brilo AI without using Follow Up Boss by using Brilo AI’s batch import and inbound data options. Brilo AI supports CSV batch imports, direct API or webhook-driven ingestion, and manual record creation in the dashboard so your leads, source tags, and mapping rules arrive ready for AI handling. This manual upload process supports lead mapping, CRM sync, data enrichment flags, and immediate routing to Brilo AI voice agent workflows. Use the import pathway that matches your security and integration needs to avoid duplicate records and preserve context for conversations.

Can I upload leads into Brilo AI manually? — Yes. Brilo AI accepts CSV imports, API calls, or webhook posts and will process leads according to your mapping and routing rules.

How do I import leads without Follow Up Boss? — Use Brilo AI’s CSV upload or send leads to your Brilo AI webhook endpoint; Brilo AI will validate and route them into your workflows.

Can Brilo AI accept a one-off batch of leads? — Yes. A CSV batch import or one-time API call will add leads and trigger the configured qualification and routing logic.

Buyers ask this when they need a single migration, have a niche CRM outside Follow Up Boss, or want temporary lead ingestion without building a full integration. Enterprises also want clarity on how manually uploaded records interact with Brilo AI voice agent call handling, CRM sync, and reporting. Understanding manual upload paths helps compliance, testing, and a staged rollout of Brilo AI voice agent capabilities.

When you manually upload leads into Brilo AI, the platform runs the same lead intake pipeline used for integrated CRMs: the data is validated, mapped to your lead fields, de-duplicated, and then assigned to the configured Brilo AI voice agent workflow. In Brilo AI, the platform applies your routing rules, contact preferences, and qualification questions so incoming leads immediately become actionable for call automation or outbound dialing.

Manual lead upload is the process where you provide lead data directly via CSV, API, or dashboard form so Brilo AI can create or update contact records.

Lead mapping is the configuration that tells Brilo AI which CSV columns or API fields correspond to your CRM fields and routing tags.

How Brilo AI treats each lead depends on your routing rules and duplication policy: mapped leads can trigger a new conversation with a Brilo AI voice agent, update existing contact records, or simply create a prospect for later follow-up.

Brilo AI enforces input validation, duplicate detection, and size limits to protect call quality and data integrity. Brilo AI will not automatically assume permissions for outreach — upload records must include consent and opt-in flags if required by your policies. Brilo AI also limits what the automated voice agent will say or ask for when a lead is added programmatically to avoid asking for sensitive data unless you have explicitly configured those prompts.

The webhook endpoint is the secure URL that accepts inbound lead data; it is expected to authenticate calls and validate payload schemas.

Do not feed protected health or financial credentials in free-text fields during upload unless your organization’s legal and security controls permit it and you have configured the voice agent script to handle such data.

Brilo AI will reject or quarantine malformed rows and will surface an import report listing errors and suggested fixes so administrators can reprocess bad records.

Healthcare example:

A clinic uploads a CSV of new patient appointment requests to Brilo AI’s import tool. Brilo AI maps fields for patient name, contact number, appointment window, and consent flag, then routes eligible patients to a Brilo AI voice agent that confirms availability and books with a human scheduler when required.

Banking / Financial services example:

A bank’s lead operations team performs a one-time CSV import of mortgage leads collected at an event. Brilo AI maps loan product tags and risk tier, validates contact numbers, and triggers follow-up calls by the Brilo AI voice agent to pre-qualify prospects before handing warm leads to loan officers.

Insurance example:

An insurer exports leads from a quote form and posts them to Brilo AI via API calls. Brilo AI tags each lead with product interest and policy effective date, then applies a routing rule to send high-value leads to senior agents while lower-priority leads enter a qualification workflow.

Brilo AI voice agent workflows can be configured to escalate or hand off leads to humans based on intent, confidence score, or routing tags. Typical handoff behaviors include warm transfer to an on-call agent, creating a task in your CRM for follow-up, or sending an immediate notification to a sales queue.

Escalation triggers you can configure include:

The human handoff queue is a configurable routing destination that receives calls or tasks when the voice agent escalates.

If you plan to use API or webhook ingestion, provide authentication credentials and the payload schema to your engineering team so Brilo AI can accept and process incoming requests.

Manually uploading leads into Brilo AI lets organizations:

These outcomes help teams move faster while keeping the operational controls needed for enterprise workflows.

Can I upload a CSV with thousands of rows at once?

Brilo AI supports batch imports, but large files will be processed according to platform limits and may be queued. Break very large datasets into smaller batches if you need faster validation feedback.

Will Brilo AI create duplicates if a lead already exists in my CRM?

Brilo AI applies deduplication based on the matching rules you configure (for example, phone number and email). The import report shows which rows updated existing records versus created new contacts.

Does manual upload trigger the same voice agent flows as leads from an integrated CRM?

Yes. Once a lead is imported and routed, Brilo AI applies the same qualification prompts, routing rules, and handoff logic as other intake sources.

How do I correct errors from a failed import?

Download the import error report, fix the flagged rows, and re-upload the corrected CSV. Brilo AI will indicate field-level validation failures and suggestions.

Can I include custom tags or product interest fields in a manual upload?

Yes. Include your custom tags or interest fields in the upload payload and map them in Brilo AI so routing and segmentation reflect your business logic.