Messaging Settings
Configure how your automated response system communicates with potential customers. Control everything from first impressions to follow-up sequences.
Global vs Source-Specific: Set default messaging for your entire business, or customize settings for each individual source (Yelp location, Thumbtack profile, etc.).
Core Components
Conversation Setup
AI-powered or predefined first responses to new inquiries
Follow-up Sequences
Automated nurturing messages to keep prospects engaged
Contact Info Handling
Special responses when customers share phone or email
Timing & Business Hours
Control when messages are sent and timing delays
Integrations
Connect CRM systems and team notifications
How It Works
Customer Journey:
- Prospect contacts you on connected platform
- Conversation flow starts - AI-generated or predefined response
- Follow-up sequence begins - Automated nurturing based on your schedule
- Integrations activate - Lead syncs to CRM, team gets notified
- You take over when prospect responds or you’re ready to close
System Intelligence:
- Respects business hours and timing preferences
- Stops automatically when prospects respond
- Handles contact information appropriately
- Tracks complete conversation history
Conversation Setup Options
AI-Powered Messages
- Reads each inquiry and crafts personalized responses
- Understands context (pricing requests, emergencies, etc.)
- Follows your business description and tone guidelines
- Includes relevant details (minimum fees, service area)
Predefined Messages
- Keyword-triggered responses (“emergency”, “quote”, “price”)
- Fallback messages for inquiries that don’t match keywords
- Automatic customer name insertion
- Follow-up control options
Timing Control
- Instant response (most common)
- Delayed response (1-30 minutes for natural timing)
- Business hours only (hold until operating hours)
Follow-up Sequences
Smart timing options for different business types:
- Minutes - Urgent services (emergencies, lockouts)
- Hours - Same-day follow-ups for active prospects
- Days - Long-term nurturing for bigger projects
Sequences automatically stop when prospects respond, preventing over-messaging.
Integration Capabilities
CRM Systems: HubSpot, PipeDrive, Workiz, GoHighLevel, Housecall Pro, Salesforce
Team Notifications: SMS, WhatsApp, Slack, Telegram alerts
Automation: Zapier connections and custom webhooks
Quick Setup
Configure Conversation Flow
Choose AI-powered responses or create predefined messages for different inquiry types.
Set Up Follow-ups
Build nurturing sequences with appropriate timing between messages.
Connect Integrations
Link your CRM and configure team notifications.
Test Everything
Send a test message to verify your system works correctly.
Best Practices
- Match your communication style - Sound like yourself in all responses
- Be specific - Include actual service details and pricing
- Respect timing - Use business hours unless truly emergency services
- Add value - Each message should provide useful information
- Test and adjust - Monitor response rates and refine accordingly
Getting Started
Start with conversation setup - this single setting has the biggest immediate impact on lead response rates.
Once welcome messages are working, add follow-up sequences to keep prospects engaged until they’re ready to buy.
Remember: Your automated responses represent your business 24/7. Configure messages that reflect your professionalism and expertise.
Need help with configuration? Email support@nzleads.com or use in-app chat for guidance.