Messaging Settings

Messaging Settings control how NZ Leads talks to your leads: the first reply they receive, the follow-ups that go out if they go quiet, what happens when they share a phone number or email, and which CRM or notification tools get triggered.

Settings are configured per source (per Yelp business, Thumbtack profile, Facebook page, etc.), and they inherit down a hierarchy so you can set things once and override only where needed.

Getting here

In NZ Leads, go to Sources → select a source → Messaging Settings.

Tabs

Conversation Setup

How the first reply is generated — AI assistant or predefined messages — plus welcome message delay

Follow-ups

The automatic follow-up sequence sent when a lead doesn't reply

Contact Info

What happens when a lead shares a phone number or email

Timing

Timezone, grace period, and the schedule that controls when follow-ups are allowed to send

Integrations

Connect CRMs and notification channels for this source

Override and inheritance

Messaging Settings follow a three-level hierarchy:

System default — the baseline set by NZ Leads.
Business — your account-wide defaults (for multi-location accounts, this is the parent business).
Location / Source — the individual source.

Each child level has an Override Default Settings toggle at the top of the panel:

On a Location: the toggle is labeled “Override Default Settings from Business” (or from the parent business).
On a Business: the toggle is labeled “Override System Settings”.

When the toggle is OFF (default)

The child inherits everything from the parent.
All controls are visible but read-only (greyed out) so you can see exactly what’s in effect.
Any change you make at the parent level flows through automatically.

When the toggle is ON

The child uses its own values.
Controls are editable and what you set here applies only to this source (or this business and its locations).

💡

Keep override off wherever possible. Set things once at the business level and only override on a location when that location genuinely needs different behavior.

Source-specific differences

Not every tab is available for every source type:

Facebook Lead Ads sources show only Contact Info and Integrations. Because Facebook Lead Ads don’t support two-way messaging, Conversation Setup, Follow-ups, and Timing don’t apply.
Yelp sources are the only ones where Contact Info includes a temp phone (masked phone) section.

What each tab controls in one line

Conversation Setup — what the lead sees in the very first reply, and whether a small delay is added before sending it.
Follow-ups — the sequence of messages sent if the lead goes quiet.
Contact Info — the confirmation message and integrations triggered when a phone/email is captured.
Timing — timezone, grace period, and the weekly schedule that restricts when follow-ups are allowed to send.
Integrations — which CRMs and messenger/notification tools run for this source (see the full Integrations catalogue for each tool’s setup).

Questions? Email support@nzleads.com.