Conversation Setup

The Conversation Setup tab controls the first reply every lead gets and, depending on the mode, may also control a full back-and-forth conversation before the follow-up sequence begins.

Getting here

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

The mode toggle

At the top of the tab you’ll see two buttons:

• Predefined Messages (default)
• AI Assistant

These two modes are mutually exclusive — pick one. Switching changes which configuration appears below.

Predefined Messages

You write a list of messages ahead of time. Each message has a set of trigger keywords; when a lead’s incoming message matches, that message is sent as the welcome. The last message in the list is a catch-all that covers anything that doesn’t match a specific keyword.

Best when you want complete control over the exact wording customers see and your inquiries fall into predictable patterns.

Configure Predefined Messages →

AI Assistant

An AI writes the welcome reply (and, optionally, continues the conversation for several messages). You give it a business description, pricing information, and what services you don’t offer — it uses those to respond in a way tailored to each lead’s specific question.

Best when every lead’s question is a little different and you want the reply to actually address what they asked.

Configure AI Assistant →

Welcome Message Delay (available in both modes)

Regardless of which mode you pick, you can add a small delay before the welcome message is sent.

• Label: “Delay sending the welcome message” (checkbox), with a delay-length input that appears when the checkbox is on.
• Default: off (welcome is sent immediately).
• When on: the welcome is held for the specified number of minutes before being sent. Range: 1–30 minutes (whole numbers only).
• When off: the welcome is sent as soon as the lead’s inquiry is received.
• Use this when: you want the reply to feel a little more human (“just saw your message”) rather than landing the instant the lead hits send.

Configure Welcome Message Delay →

Sub-pages

Questions? Email support@nzleads.com.