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Business settings

This is the Settings screen of your business panel. It groups, in cards, every global setting that affects how the assistant behaves: response times, keywords, state transitions, tags, notifications, manual-mode triggers, time zone, office hours, and external integrations.

Unlike the AI Agent (which defines what the AI says), here you define how and when the AI operates in your account.

Lets you manage the business in natural language from ChatGPT or Claude. After connecting your private link, you can ask them to update agents, follow-ups, sales links, content, or to simulate responses before activating them.

SettingWhat it doesRange
Minimum minutes to send a messageThe AI waits between N and N+1 minutes before sending each reply, so the conversation feels human.1–3590 min

A block that defines the business keywords. You can enable “Reply only to keywords” mode so the AI ignores any message that doesn’t contain them, and route matches to a specific AI. See the Keywords page for the details.

Defines, in natural language, when a lead moves between the states the AI actively manages:

  • Qualifying — default: “When the first qualifying question is asked”.
  • Client — default: “When they confirm they have paid”.
  • Booked — default: “When they confirm they have booked”.
  • Unqualified — define when the lead is not a good fit.
  • Postponed — default: “When the lead indicates they want to be contacted later”.

Leaving a condition empty disables that transition. Other transitions (Proposal, Open, Lost) are automatic and can’t be edited here.

Create, edit, or delete the tags the AI will automatically apply to conversations as they evolve. Details on the Tags page.

A list of additional emails and phone numbers that receive tag notifications, by email or SMS. Useful to alert the team when a conversation falls into a specific category.

Configure closer emails and choose which lead state changes trigger the report. By default only Booked is notified; optionally you can also enable Proposal and Client.

These toggles switch a lead into manual mode when a condition is met. In manual mode the AI stops replying until you reactivate the lead.

If you need a trigger based on what the lead says (rather than a concrete action), use the Switch-to-Manual Condition: describe the situation in natural language and the AI will switch the lead when it detects it.

SettingWhat it does
If you reply from InstagramIf you reply to the lead manually from Instagram with a text message, the AI stops responding automatically. Only text messages count — audio, images, and other media are ignored.
If the business sends the first welcome messageSwitches the lead to manual when the business is the one starting the conversation with a text message.
If the AI sends a sales linkAfter sending a sales link, the AI stops continuing the conversation. Useful to keep it from talking past the booking or checkout page.
Remove Spanish opening punctuation (¿ and ¡)Cosmetic: removes ¿ and ¡ from every reply, including follow-ups.

Configure the business time zone. It’s used both for statistics and to accurately compute office hours. There are predefined zones for Latin America, Europe, North America, Asia, Oceania, and Africa.

Define when the AI can send messages. If disabled, the AI replies 24/7. If you enable it, you pick a start and end time (in the business time zone).

SettingWhat it does
Enable Office HoursEnables or disables the hours restriction.
Start time / End timeRange during which the AI and follow-ups send messages.

Connect your GoHighLevel account to automatically create contacts as soon as a lead has its first interaction. Once connected, you can also use the GHL calendar to book appointments.

A list of Instagram users and WhatsApp numbers the AI must not reply to. Useful for excluding internal accounts, partners, or test numbers.

  • For WhatsApp include the country prefix (e.g. +34612345678).
  • For Instagram enter the username (e.g. @juan_perez).
  • You can add several at once with Bulk Add (one per line).

Available only to the business owner:

ActionWhat it does
Clone BusinessCreates a copy of the current business with its settings.
Share businessGrants other users access to the business panel.
  • Configure the time zone first, then the office hours — hours depend on the zone.
  • Start with 1 minute for the minimum minutes setting. Raise it only if your sector calls for more relaxed replies.
  • Define state transitions in clear, concrete language. Avoid vague verbs like “when they show interest”.
  • If you have a sales team, add their emails to Closer notifications and enable the states they want to track.
  • Review Ignored users before launch: include at least your internal test phone numbers.