Application Overview

Navigate your Yelp and Thumbtack Auto Responder system with confidence. Here’s what each section does and when you’ll use it.

Getting Started: Focus on Leads and Sources first. Other features become valuable once you have leads flowing in.

Core Pages

🗨️ Leads Page

Your command center - Every customer conversation appears here.

Key Features:

All customer chats centralized
Status tracking and priority management
Contact information display (phone/email)
Advanced filtering and search
Private memo system for team coordination

Daily Usage:

Click conversations for full message history
Filter by platform, status, or contact availability
Update lead status as prospects progress
Add internal notes for team handoffs

🏢 Sources Page

Platform management - Each business profile connection point.

Management Functions:

View all connected platform profiles
Activate/deactivate individual sources
Configure team member access
Customize messaging per location

Strategic Use:

Add new locations during expansion
Adjust messaging for different service types
Monitor source performance and status

🔗 Source Tokens Page

OAuth profile management - Controls your yelp chatbot identity.

Essential Functions:

Configure automated message sender identity
Manage platform authentication and access
Transfer profiles between team members
Troubleshoot connection issues

When Needed:

Setting up new platform connections
Changing message sender identity
Resolving authentication problems

Complete Source Tokens Guide →

📊 Analytics Page

Performance insights - Data-driven optimization guidance.

Key Metrics:

Response rate tracking
Lead status distribution analysis
Platform performance comparison
Contact collection success rates

Business Intelligence:

Peak engagement time identification
Conversion pattern analysis
Seasonal trend recognition
ROI measurement and optimization

Configuration Pages

⚙️ Messaging Settings

Automation control - Configure your yelp automatic follow-ups behavior.

Core Components:

Welcome message configuration (AI or predefined)
Follow-up sequence creation and timing
Business hours and response timing
Contact information handling rules
Integration management (CRM, notifications)

👥 Team Management

Collaboration setup - User access and permission control.

Management Functions:

Invite unlimited team members (no additional cost)
Assign role-based permissions (Admin/Manager)
Configure source-specific access
Manage business hierarchy structure

🔧 Integrations

System connections - Link with existing business tools.

Available Integrations:

CRM Systems: HubSpot, PipeDrive, Workiz, GoHighLevel
Communication: SMS, WhatsApp, Slack notifications
Automation: Zapier connections for workflow enhancement
Specialized: Industry-specific tool connections

Daily Workflow:

Check Leads - Review new conversations and engaged prospects
Update Status - Progress leads through your sales process
Monitor Analytics - Track performance and identify trends
Adjust Settings - Optimize messaging based on results

Weekly Tasks:

Review team access and permissions
Analyze source performance across platforms
Update follow-up sequences based on results
Plan integration enhancements

Monthly Planning:

Comprehensive analytics review
Team structure optimization
Business expansion planning (new sources)
Strategic integration evaluation

Getting Started Priority

Phase 1: Essential Setup

Connect your highest-volume source
Configure basic welcome messages
Set up simple follow-up sequence
Test with real inquiries

Phase 2: Optimization

Add remaining sources
Customize messaging per platform
Integrate CRM and notifications
Invite team members

Phase 3: Advanced Features

Analytics-based optimization
Advanced follow-up sequences
Team workflow refinement
Business scaling preparation

Your yelp AI assistant operates through these coordinated systems to provide comprehensive lead management automation while maintaining professional communication standards.

Questions about navigation? Email support@nzleads.com or use in-app chat for guidance.