Source Tokens

Source tokens determine which profile your automated messages appear to come from on Yelp and Thumbtack. When you connect for example John’s profile, all bot responses appear from “John”.

Key Point: Each source token represents a specific person’s profile. The bot always responds using that person’s name and identity.

What Source Tokens Do

Identity: Determine whose name appears on all automated responses
Access: Grant permission to manage specific business locations under that profile
OAuth: Provide secure API access to platform messaging systems

Adding Source Tokens

Navigate to Source Tokens page and click the ”+” button
Login to Yelp/Thumbtack with the profile you want the bot to represent
Authorize NZ Leads to access business locations under that profile
Verify the imported locations match your expectations

⚠️

Critical: You must be logged into the correct profile during OAuth. That person’s name will appear on all future automated messages.

Transferring Sources to Different Tokens

Sometimes you need to change which profile represents a location (employee departures, consolidation, etc.).

Enable Transfer

Go to Sources page → click Edit on the source you want to transfer
Enable “Allow transfer to another Source-Token” toggle
Save the source settings

Execute Transfer

Add or refresh the source token for the profile you want to receive the source
The system automatically transfers the source during token refresh
Verify the source now appears under the correct token
Transfer flag automatically disables after completion

Transfer Timing: The actual transfer happens when you add/refresh a token that contains the transferable source.

Common Issues

Missing Locations

Verify the connected profile has admin access to those locations
Use “Update List” button to refresh available locations

Transfer Not Working

Ensure transfer flag was enabled before refreshing the token
Check billing is active for the receiving business

OAuth Problems

Make sure you’re logged into the correct profile during connection
Clear browser cache if authentication fails

Best Practices

Only connect profiles of current team members
Monitor token expiration dates and refresh before they expire
Use dedicated business profiles rather than personal accounts when possible
Document which profiles manage which locations for team reference

Understanding source tokens is essential for managing your bot’s professional identity. Proper setup ensures customers see consistent, appropriate contact names on all automated communications.

For assistance with source token setup, contact support@nzleads.com