Your parameters, not the agent's logic
This is where your business tunes how the certified agent behaves for you — allowed intake channels, default technician assignment and confirmation timing, and validation strictness. The underlying decision logic was reviewed and certified by a domain expert and cannot be changed here.
Intake channels
Which lead channels this business accepts.
Phone call
Voice agent answers inbound calls 24/7.
Web chat
Leads started through the website chat widget.
SMS
Inbound texts to the business line.
Default technician assignment
Pre-selected branch in the assignment step of the booking flow.
Block after-hours emergency dispatch
Prevents the agent from booking the after-hours emergency call-out slot.
Confirmation & validation policy
Defaults applied to every new booking for this business.
Default confirmation behavior
Whether the confirmation text goes out as soon as the job is booked.
Require service address
Adds a hard validation rule for the service address field.