Messaging Preferences

The first thing you'll see in Messaging Preferences is the toggle to enable or disable message processing.

When ON (default): - SalesPartner responds to incoming messages automatically - Conversations flow without your intervention - Leads get fast responses

When OFF: - Messages still come in and are recorded - No automatic responses are generated - You handle all conversations manually

Why turn it off? - Testing or debugging - Temporary pause during team changes - Specific campaigns you want to handle personally

Go to Settings → Messaging Preferences to find this toggle at the top of the page.

Message cadence controls how long SalesPartner waits between follow-up messages when a lead hasn't responded.

Setting: - Range: 1 to 72 hours - Default: 24 hours

How it works: If a lead doesn't respond to your message, SalesPartner waits the specified time before sending a follow-up. This prevents pestering while keeping the conversation alive.

Recommendations: - B2B sales: 24-48 hours (decision-makers are busy) - Home services: 12-24 hours (homeowners check messages regularly) - Urgent services: 4-8 hours (AC repair in summer, for example)

Adjust the slider or enter a specific number in the input field. Changes save automatically.

This setting adds a short pause before outgoing messages are sent.

Setting: - Range: 0 to 30 minutes - Default: 5 minutes

Why add a delay? - Makes responses feel more natural (instant replies can seem robotic) - Gives you time to review and jump in if needed - Creates a more conversational pace

How to use it: - 5 minutes: Good default for most businesses - 0 minutes: Fast response for urgent leads (use with caution) - 15+ minutes: More relaxed pace, lets you review first

The delay applies to messages SalesPartner generates, not to messages you send manually in Live mode.

The conversation schedule determines when SalesPartner can send messages to leads.

Options:

Business Hours Only - Messages sent only during your defined working hours - Weekend messages wait until Monday - Best for: Professional services, B2B

Extended Hours (6AM-10PM) - Allows conversations from 6 AM to 10 PM daily - Includes weekends - Late night messages shift to next morning - Best for: Home services, retail

24/7 Availability - Messages can be sent at any time - Best for: Emergency services, time-sensitive offers

Important: This controls when SalesPartner *sends* messages. Leads can *receive* and respond anytime—their responses are captured and queued appropriately.

This limits how many times SalesPartner will follow up with an unresponsive lead.

Setting: - Range: 1 to 6 attempts - Default: 5 attempts

How it works: After the initial message, if a lead doesn't respond, SalesPartner follows up based on your message cadence setting. Once the maximum attempts are reached, the conversation is marked appropriately and SalesPartner stops outreach.

Recommendations: - 3 attempts: Conservative, less risk of annoying leads - 5 attempts: Balanced persistence (default) - 6 attempts: More aggressive, good for high-value leads

Note: If a lead responds at any point, the counter resets. Follow-ups only count consecutive non-responses.

Opt-Out Management shows all contacts who have requested to stop receiving messages.

How leads opt out: - Reply "STOP" to any message - Request to be removed during conversation - Opt out automatically detected and honored

What you see: - Contact name and email - Phone number - Company (if captured) - Opt-out date and time - Reason (if provided)

Searching opt-outs: Use the search bar to find specific contacts by name, email, or phone number.

Why this matters: - Compliance with SMS regulations - Respect for lead preferences - Record of who should not be contacted

Note: Opted-out contacts cannot be re-added automatically. If someone wants back on your list, they need to initiate contact again.

To configure messaging preferences: 1. Open the SalesPartner app 2. Go to Settings (gear icon) 3. Select Messaging Preferences

To manage opt-outs: 1. Open the SalesPartner app 2. Go to Settings (gear icon) 3. Select Opt-Out Management

Changes save automatically as you make them. No need to click a save button.

Match cadence to urgency Hot leads with urgent needs can tolerate faster follow-ups. Cold outreach needs more space.

Respect business hours Unless you're in emergency services, stick to business hours or extended hours. 3 AM messages feel spammy.

Don't max out follow-ups More isn't always better. If someone hasn't responded after 4-5 messages, they're probably not interested. Respect their time.

Monitor opt-outs A sudden spike in opt-outs might indicate messaging issues—too frequent, wrong tone, or spam filter problems.

Test your settings Send yourself a test message to experience what leads see. Adjust timing until it feels natural.