Go to Outreach, click AI Agents, then Settings. The Workspace settings page sets defaults for enrichment, compliance, response times and safe testing. They apply to every user in your workspace.
Data automation
Auto enrich on add fills in missing details for a new lead as soon as you add it.
Cross-channel compliance
These switches are on by default:
- Auto compliance orchestration applies your opt-out rules automatically.
- Email opt-out blocks SMS. If a lead opts out of email, FlowForce also stops texting them.
- SMS STOP blocks email. If a lead replies STOP to a text, FlowForce also stops emailing them.
Follow-up response times
Turn on SLA nudges to be reminded when a lead is waiting too long. Set the targets:
- First touch (minutes), how fast a new lead should be contacted. The default is 15.
- Reply follow-up (hours), how fast to answer a reply. The default is 4.
- Stale, no contact (days), when a lead counts as stale. The default is 3.
The 15 minute first touch is the same target as the Confirm 15-minute SLA step in the Go live checklist. See How to set up FlowForce with the Go live checklist.
Pipeline exit proposals
These settings control when an agent proposes taking a lead out of your pipeline. A person approves each one.
- Max outbound attempts, default 5
- No reply window (days), default 14
- Default recycle (days), default 60
- Notify admins is a switch for alerting your admins
If it did not work
I cannot open Settings. Your role may not allow it. Ask an admin.
A lead keeps getting texts after they opted out of email. Check that Email opt-out blocks SMS is on.