Pages · Account & Settings

Channels & communication.

Control how customers reach you and how the AI responder answers. Turn channels on, set the AI’s tone & greeting, decide what happens during business hours vs after hours, and choose how you want to be alerted. These settings drive the conversation inbox. Reuses the settings sub-nav, cards, toggles, choice cards, and Form Controls.

Channels

Where the AI responder catches leads. Each one is a place a customer can reach you.

Text / SMS SMS
Your business texting number, powered by Twilio. Catches texts and replies automatically.
(818) 555-0100
Email
Replies to your business inbox become conversations. Confirmations & reminders go out from here.
hello@jordansplumbing.com
Web form
The “Get a quote / book” form on your booking link & website. Every submission opens a conversation.
Connected
Social DM
Connect Instagram / Facebook so “DM for appointment” messages get answered automatically.
Not connected Connect

AI auto-reply

The assistant that answers, qualifies, and books across your channels.

When on, the AI replies instantly on every active channel — so no lead waits, even at 2 AM. You can take over any conversation from the inbox at any time.
Assistant tone
How the AI sounds to your customers.
Greeting
The first thing the AI says. Pulled from onboarding — edit any time.

Keep it short and on-brand. The AI adapts from here based on what the customer needs.

Let the AI book appointments
Offer real open slots and confirm bookings to your calendar without you. Off = the AI gathers details and hands you a qualified lead to close.

Business hours & after-hours

What happens when a lead comes in — and when it’s urgent.

During business hours
Mon–Fri, 8 AM – 6 PM. AI replies first; you’re notified and can jump in.
After hours & weekends
AI answers so the lead isn’t lost overnight (the missed after-hours call you used to lose).
Notify me immediately for high-priority leads
Emergencies and high-value jobs (e.g. “no AC”, “flooding”) alert you right away, day or night.

How you get notified

For each thing that happens, choose how you want to hear about it. (This is about alerting you — separate from how customers are messaged.)

Event Push SMS Email
New lead captured
High-priority / emergency lead
New booking confirmed
Customer replied to a thread
Daily / weekly summary

Quiet hours (10 PM – 7 AM) mute push & SMS except high-priority leads. Manage per-device push in the mobile app.

Changes apply to new conversations right away.

PRD: AI Lead Capture & Response across channels (SMS/voice via Twilio, web form, social DM) + owner alerts for high-priority leads. These settings configure the conversation inbox: which channels capture leads, how the AI sounds, business-hours vs after-hours handling, and how the owner is notified. Reuses settings sub-nav, set-cards, toggles, selects, choice/check controls, AI hint, pills.