Managing Conversation Settings
Conversations
Managing Conversation Settings
Configure your conversation management settings to match your business operations. This includes setting up default channels, auto-responses, business hours, conversation statuses, and more. Proper configuration ensures smooth communication flow and professional customer interactions.
Accessing Conversation Settings
Default Channels
Set which channel is used by default when opening the message compose window. Your most-used channel should be the default for faster composition.
- Choose between Email, SMS, Chat, or your preferred channel
- This is the pre-selected channel when composing new messages
- Team members can override this default for any individual message
- Consider setting different defaults for different team roles
Business Hours Configuration
Define your business hours so the CRM can automatically show appropriate messages and adjust routing. This helps set customer expectations and prevents late-night support requests.
- Specify hours for each day separately (Mon-Sun)
- Set different hours for different teams if needed
- Mark holidays when your business is closed
- Configure what message is shown when you're offline
Auto-Response Settings
Auto-responses let customers know you've received their message and when they can expect a reply. Configure different auto-responses for different scenarios.
Business Hours Auto-Response
This response sends when someone messages you during business hours. Keep it brief and professional: "Thanks for reaching out! We'll respond within 2 hours during business hours."
Offline Auto-Response
Shown when someone messages outside business hours. Example: "We're currently offline but we'll get back to you first thing in the morning."
Channel-Specific Auto-Responses
Customize auto-responses for specific channels. For example, email auto-responses can be longer, while SMS auto-responses must be shorter.
Conversation Statuses
Set up custom statuses to track where each conversation stands in your workflow. Common statuses include New, In Progress, Waiting on Customer, Resolved, and Closed.
- New: Conversation just arrived and hasn't been reviewed
- In Progress: Team member is actively working on the conversation
- Waiting on Customer: Awaiting customer response or information
- Resolved: Issue is resolved but conversation still open for reference
- Closed: Conversation complete and archived
Conversation Archiving and Retention
Configure how long conversations are kept and when they're automatically archived. This helps keep your inbox clean while preserving important history.
- Set retention period (how long to keep conversations active)
- Choose archive settings (manual vs automatic)
- Define cleanup rules for older conversations
- Configure backup and compliance settings if required
- Balance inbox management with record keeping
Notification Preferences
Configure how and when your team is notified about new conversations and important updates. Each team member can customize their own preferences.
- Email notifications for new assigned conversations
- Browser push notifications for real-time alerts
- Sound alerts for incoming messages
- Daily digest emails with conversation summaries
- Mute notifications for specific conversations or tags
Integration Settings
Manage your connected channels and integrations from the settings. You can add new channels, disconnect old ones, or update authentication tokens.
- Connect or disconnect email accounts
- Manage SMS numbers and carriers
- Connect social media pages (Facebook, Instagram)
- Update API keys and credentials for integrations
- Configure webhook notifications for external systems
Tip: Review your conversation settings quarterly. As your business grows or changes, your settings may need adjustment. What works for a small team might not scale to a larger organization.
Need more help? Contact Lead Fuel CRM support for personalized assistance.
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