Lead Response AI
Every new Meta lead gets an instant text reply and a live voice handoff to the owning agent. Set the greetings and transfer behavior below — the CRM's Conversation AI and Voice AI handle the actual replies and calls.
Instant response
Turn on the full lead-response chain for every new lead.
Conversation AI — instant SMS
The first text a new lead receives within seconds of submitting the form (WF-01).
Enable instant SMS reply
Use {first_name} to personalize. STOP opt-out is appended automatically.
Voice AI — live transfer
Transfers the lead to the owning agent by phone during their working hours (WF-02).
Enable live voice transfer
Transfer outside working hours
Book appointment instead (WF-04)
How it connects
The response behaviors map to these workflows.
WF-01
Instant SMS reply
Conversation AI texts the lead within seconds of intake
WF-02
Live voice transfer
Voice AI transfers to the owning agent during their working hours
WF-03
Missed-call fallback
Agent doesn't pick up → tag + retry
WF-04
Booking fallback
Outside hours or transfer failed → book on the agent's calendar
WF-07
DNC opt-out
Reply STOP → tag bad_lead:dnc, stop all contact