Overview

A quick tour of your Yelp and Thumbtack Auto Responder — what each section does and when you’ll use it.

ℹ️

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

Core Pages

Leads Page

Every customer conversation appears here. You can see all chats in one place, track statuses, view contact info (phone/email), filter and search, and leave private notes for your team.

Day-to-day, you’ll click into conversations to read the full history, filter by platform or status, update lead statuses as things progress, and add internal notes for handoffs.

Sources Page

This is where you manage your platform connections. View all connected profiles, activate or deactivate sources, set team member access, and customize messaging per location.

You’ll come back here when you add new locations, adjust messaging for different service types, or need to check a source’s status.

Source Tokens Page

Controls your yelp chatbot identity — which profile name appears on automated messages. Use this page to set up new platform connections, change the message sender, transfer profiles between team members, or troubleshoot auth issues.

Complete Source Tokens Guide →

Analytics Page

Tracks how your system is performing: response rates, lead status breakdown, platform comparisons, and contact collection rates. Also shows peak engagement times and conversion patterns so you can adjust your approach.

Configuration Pages

Messaging Settings

Where you configure your yelp automatic follow-ups: conversation flow (AI or predefined), follow-up sequences and timing, business hours, contact info handling, and integrations (CRM, notifications).

Team Management

Invite unlimited team members at no extra cost. Assign Admin or Manager roles, set source-specific access, and organize your business hierarchy.

Integrations

Connect your existing tools:

Suggested Workflow

Daily: Check leads, update statuses, glance at analytics, tweak messaging if needed.

Weekly: Review team permissions, compare source performance, and update follow-up sequences based on what’s working.

Monthly: Dig into analytics, consider adding new sources, and review your integrations.

Getting Started Priority

Start by connecting your highest-volume source, setting up conversation flow, adding a simple follow-up sequence, and testing with real inquiries. Once that’s working, add the rest of your sources, connect your CRM and notifications, and invite your team. After that, use analytics to fine-tune your sequences and scale up.

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

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