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 Step 1: Log in to your Lead Fuel CRM account Step 2: Go to Settings (usually found in the main menu or user profile) Step 3: Select "Conversations" or "Messaging" from the settings menu Step 4: You'll see various conversation-related configuration options Step 5: Adjust settings as needed for your business 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.
Step 1: Go to Settings > Conversations > Business Hours Step 2: Set your operating hours for each day of the week Step 3: Enable or disable holidays as needed Step 4: Choose your timezone Step 5: Save your settings Step 6: The CRM will use these hours for auto-responses and live chat availability • 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.