Key Concepts

The main terms you’ll run into when using your Yelp and Thumbtack Auto Responder system.

Business

A folder that groups related sources together for billing and organization.

For example, “Mike’s Plumbing Services” might contain 3 plumbing sources, while “Mike’s HVAC Solutions” has 5 HVAC sources. This lets you view leads by service type, set different messaging per business line, and track performance separately.

Source

Each individual business profile you manage on any platform. You pay per source, not per platform.

For example: 3 Yelp business profiles + 2 Thumbtack pro profiles = 5 sources = $495/month.

Each source has its own messaging settings, follow-up sequences, business hours, and performance tracking.

Lead Statuses

These show where each customer is in your sales process:

● Bot Follow-up

Your yelp automatic follow-ups are actively sending automated messages to this lead.

● Follow-up

You’ve personally responded, so automated messages have stopped.

● Scheduled Messages

A message has been written and scheduled for future delivery.

● Answered

The lead responded and is actively interested. Prioritize these for immediate attention.

● Meeting

An appointment, call, or site visit has been scheduled.

● No Answer

All automated follow-ups were sent without a response.

● Done

Lead is closed — they became a customer, declined, or were disqualified.

Conversations Flow

The first automated response sent to every new inquiry. You can choose between:

• AI-powered messages — your yelp AI assistant reads each inquiry and writes a personalized reply based on context (pricing, emergency, project details)
• Predefined messages — keyword-triggered responses with full content control, plus fallback messages for anything unmatched

Follow-up Sequences

Automated messages that keep going until the prospect responds. They respect your business hours, stop when the customer replies, and end if you take over manually.

You can set timing in minutes (good for emergency services), hours (same-day follow-ups), or days (longer nurturing).

Source Tokens

OAuth profiles that determine your yelp chatbot identity on platforms. They control which name appears on automated messages and manage profile access across team members. You can add new connections, transfer profiles between people, and troubleshoot auth issues.

Team Management

Two permission levels:

• Admin — full access including billing and team management
• Manager — source access only, no billing or user management

You can add unlimited team members at no extra cost, with source-specific access control.

Analytics

Performance tracking for your yelp business automation:

• Response rates and timing
• Lead status distribution
• Platform performance comparison
• Contact information capture rates
• Peak engagement hours and conversion patterns

Getting Started Priority

1. Connect sources — start with your highest-volume platform
2. Configure conversation flow — AI or predefined responses
3. Set up follow-ups
4. Add team access
5. Check analytics and adjust

Your yelp auto response system ties all of these together.

Questions? Email support@nzleads.com or use in-app chat.