Business profile and message rules

The AI answers with what you give it. Everything lives in one place.

Getting there: open Sources, find your business card, and click “All Settings”. The settings window has four tabs — here’s what matters in each, field by field.

Business Data — facts the AI can use

Add information here only if you want the AI to use it in conversations:

• Phone number that can be sent to the client — the number the AI may share when a customer asks how to reach you. Use it when you want customers moved to the phone quickly; leave it empty to keep conversations in chat.
• Business type (industry) — e.g., plumbing, house cleaning, landscaping. Helps the AI speak your trade’s language.
• Business address — use it when customers come to your location; leave it empty if you work at customer locations.
• Business hours — free text, e.g., “Mon–Fri 8am–6pm, Sat by appointment.” Use it when you want the AI to answer “when can you come out?” realistically.

For Yelp businesses, address and hours come directly from your Yelp profile, so you won’t see those fields here — update them on Yelp instead.

Messaging — how the AI should talk

• “How to Reply to Customers (Instruction for AI)” — the core instruction. Write it the way you’d brief a new employee: what to say first, what to ask, and what tone to use. You can insert variables like the lead’s name or your company name, and they’ll be filled in automatically for each conversation.
• Services Not Offered & Suggested Replies — list jobs you don’t take (e.g., “commercial work, appliance repair”) and what the AI should say when someone asks for them. A ready-made polite template is one click away. Use it when wrong-fit requests keep eating your time.
• Follow-Up Instructions — the messages that revive quiet customers. Covered field by field in Follow-ups and reply timing.

Advanced — rules and extras

In Messaging Rules:

• Limit Outgoing AI Responses Per Lead (excluding follow-ups) — how many conversation replies the AI may send per lead, from 1 up to 50. Default: 1. Keep it at 1 when you want the AI to win the first-response speed and hand the rest to you; raise it when you want the AI to keep qualifying the lead before you step in. Details: How the AI responder works.
• Notify me via SMS / Email when limit is reached — alerts you whenever the AI skips a customer message because the limit was hit. Use it when your limit is low — the alert is your cue to take over.
• Pause bot after manual response — how long the AI stays out of a conversation after you reply yourself, from no pause at all up to indefinitely. Default: 1 hour. Set it long if you always finish conversations you start; set it short if you only drop in for a quick note.
• AI model — the model that writes your replies. Most businesses can leave the default.

Elsewhere in the tab:

• Additional instructions for AI — a free-text field for pricing guidance, seasonal notes, or conditions when the AI should stop responding. A fill-in template is provided.
• External Data Sources — optionally let the AI read a Google Sheet (price lists, FAQs) or a Google Calendar (availability for the next 30 days). Both are read-only. Use it when prices or availability change too often to keep in the instructions.
• Schedule & Timing — Non-Reply Hours and reply delay. Covered field by field in Follow-ups and reply timing.

Calls & Notifications — how we reach you

Your notification phone and email (each with its own consent checkbox), plus the auto-call and customer-texting features — covered in Text messaging with customers and Auto-calls.

Saving your changes

Click “Save Changes” when done. If you close with unsaved edits, the app asks whether to save or discard them.

If something’s not working

• A change didn’t stick. Make sure you clicked “Save Changes” — closing the window with unsaved edits prompts you to save or discard.
• No address or hours fields on a Yelp business. That’s expected: they come from your Yelp profile. Update them on Yelp.
• The AI said something you didn’t expect. Check the instruction fields on the Messaging tab first — the AI answers with exactly what’s written there.

Not sure what to write in the instructions? Contact support — we’re glad to help you phrase it.