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Setup

The Setup page in your dashboard is where you configure how LeadHub represents your business — how the AI sounds, what you charge, where your conversations come from, when you can take jobs, and how your directory page looks.

It has five tabs:

TabWhat you configure here
🤖 AIPersona, greeting, response delay, follow-up timing, notifications, spam protection, password
💰 PricingYour service catalog with prices — the AI uses this to quote leads, and it powers the Services list on your directory page
📡 ChannelsConnect Facebook, Instagram, WhatsApp, your website chat widget, and Google Ads → see the Channels guide
📅 SchedulingWorking days, hours, buffer between jobs, default duration, timezone, per-day overrides
🌐 Web SiteYour branded directory page at leadhubai.io/find-a-pro → see the Pros directory guide

The URL deep-links to a specific tab: ?page=setup&tab=ai (or pricing, channels, scheduling, website).

:::tip First-time setup order A good first pass is: AI (so the bot sounds like you) → Pricing (so it can answer "how much?") → Channels (so leads can reach you) → Scheduling (so it can book) → Web Site (so homeowners can find you). You can revisit any tab anytime. :::

🤖 AI tab​

This is the most-edited tab. It controls how the AI talks to leads.

Language​

Switch the dashboard language (English / Español). Applies to the whole interface.

AI Configuration​

  • AI Persona Name — the name the AI uses when introducing itself. Example: Sarah from Tampa Plumbing.
  • Response Delay (seconds) — how long the AI waits before sending its reply. 0–300, default 5. A short delay (5–15s) reads as human; instant looks bot-like.
  • AI Greeting — first message the AI sends to a brand-new lead. Leave blank to use a sensible default for your industry.
  • Custom AI Instructions — free-form notes the AI follows on every reply. Great for always-ask questions, special offers, tone guidance, things to never say.
  • ↻ Use industry default — small button next to Custom AI Instructions. Loads a starter persona name + greeting + instructions tailored to your industry. Fills empty fields, asks before overwriting filled ones. Nothing saves until you click Save settings.

Auto-Reply​

A single toggle. On = AI sends replies automatically. Off = replies are manual from the inbox. Leave it on unless you specifically want a human-in-the-loop workflow.

Follow-Up Sequence​

  • First follow-up — always on. Pick 24h, 48h, or 72h after the last message. Default 48h.
  • Second follow-up — opt-in toggle, default off for new accounts. When on, choose 3 / 5 / 7 days. After follow-ups complete with no response, the lead is marked closed (you can re-open it anytime).

:::tip Why is the second follow-up off by default? Two unsolicited nudges to a lead who's gone quiet tends to feel spammy and can hurt how mobile carriers rate your phone number's reputation. One follow-up is the right default. Turn the second one on if your business benefits from a longer cadence (high-ticket services, etc.). :::

Notifications​

  • Email notifications — toggle on/off. Sends to the email on your account when a new lead arrives.

Spam Protection​

  • Enable spam protection — recommended for every account. On by default.
  • Max leads per hour — per-hour cap 5–200 (default 20). New messages over the cap are dropped for that hour.

Save settings​

Click Save settings at the bottom of the AI block. You'll see a brief Saved confirmation. The Spam Protection, Security, and About sections below have their own controls.

Security — change your password​

Click Change Password to expand the form:

  1. Enter your new password (at least 8 characters)
  2. Enter it again to confirm
  3. Click Update password

You're signed out automatically after a successful change. Use "Forgot password?" on the sign-in screen if you've lost your current one.

About — data retention​

A read-only block telling you how long LeadHub keeps your data. Here so you can self-answer common questions without contacting support.

💰 Pricing tab​

Your service catalog. The AI references it when leads ask "how much?", and your Premium directory page uses it to auto-fill the Services chips (with prices) on your listing.

Add a service​

Click + Add service and fill in:

FieldNotes
Price typeFlat Rate · Starting At · Per Hour · Per Unit · Free Estimate. "Free Estimate" hides the price and shows "Free estimate" on your listing. "Starting At" displays as "from $NNN".
CategoryStandard · Emergency · Maintenance · Diagnostic · Installation. Drives the emoji on your directory listing chips (🚨 Emergency, 🔧 Maintenance, 🛠️ Installation, 🔍 Diagnostic, ⚙️ Standard).
Service nameWhat homeowners see (e.g. "AC Annual Maintenance"). Keep it under ~50 characters so it fits the chip.
PriceA number, no currency symbol. Required unless the price type is "Free Estimate".
DescriptionShort "what's included" line. Shown under the service name in the catalog table and on quote replies.
Emergency surchargeOptional dollar amount added for after-hours / emergency requests. Displays as "+$NN after-hrs" in your catalog.
NotesInternal — exclusions, conditions, anything the AI should keep in mind. Not shown publicly.

Manage existing services​

  • The Active/Inactive pill on each row toggles whether the AI quotes the service and whether it shows on your directory page. Use Inactive for seasonal or paused services so you don't have to re-create them later.
  • Click a row to edit, 🗑️ to delete (permanent).

:::info This list powers two things at once

  1. The AI — when a homeowner asks pricing, the AI references your active services and the configured Price type to answer accurately.
  2. Your Premium directory page — on first publish (and every republish), active services auto-fill the Services chips on leadhubai.io/find-a-pro/.... The first 12 active services are loaded, with the category emoji and the price label baked into each chip ("AC Tune-Up — $99"). :::

📡 Channels tab​

Where you connect every inbound source LeadHub watches: Facebook Page, Instagram Business, WhatsApp Business, Website Chat Widget (Pro plan), and Google Ads.

A few things to know without leaving this page:

  • Facebook + Instagram both require connecting a Facebook Page first (Instagram inherits the FB connection).
  • Connections show health: 🟢 connected, 🟡 expiring soon, 🔴 expired. Reconnect from the same card.
  • Disconnecting a channel stops new messages from that source but doesn't delete past conversations.

Full instructions, troubleshooting, and per-channel setup steps are in the Channels guide.

:::tip Connecting your Facebook Page also benefits your directory listing The same FB Page connection is what populates the 📘 Facebook link on your Premium directory page. No double setup. :::

📅 Scheduling tab​

When jobs can be booked. The AI uses these settings to know what to offer when leads ask for a time, and your Premium directory page displays your hours block to homeowners.

What you configure​

SettingNotes
Days per weekQuick preset: 5 (Mon-Fri), 6 (+Sat), or 7.
Working daysPer-day toggle chips (Sun-Sat). Override the preset for any combination.
Default start / end timeThe hours that apply to every working day unless overridden.
Buffer between jobs (min)Travel/cleanup time the AI keeps between back-to-back bookings. 0–180.
Default job duration (min)How long a typical job runs. The AI uses this to slot bookings. 15–480 (15-min steps).
TimezoneAnchors all the times above to your local zone.
Per-day overridesOptional. Set different start/end times for specific days (e.g. half-day Saturdays). Leave blank to use the defaults.

A green Summary chip at the bottom of the card recaps everything as a sentence — read it before saving to catch mistakes.

Click Save Scheduler Settings when done.

:::info This list powers two things at once

  1. The AI's booking decisions — what time slots it offers, how it spaces jobs, what timezone it speaks in.
  2. Your Premium directory page — the Hours block on leadhubai.io/find-a-pro/... shows what you've configured here. Republish from the Web Site tab to pick up changes. :::

🌐 Web Site tab​

Your branded directory page at leadhubai.io/find-a-pro. Every paid plan (Starter, Growth, Pro) includes one.

First-time setup is one click​

On first visit, you'll see a single CTA card: Create & publish my site →. Click it and LeadHub:

  1. Gathers everything we already know about your business from the other tabs:
    • Business → Profile — name, phone, website, city/state, description, service area
    • Business → Brand — logo, primary brand color
    • Setup → Pricing — your active services become Services chips with prices
    • Setup → Channels — your connected Facebook Page becomes the 📘 link
    • Setup → Scheduling — your hours become the Hours block
  2. Reads your website (if one is set) to pull About content
  3. Shows you a live preview — your logo, badge, tagline, About, services chips, and footer rendered the way the live page will look
  4. Lets you edit the tagline, About, Services list, qualifying question, and opt-in disclosure before publishing

Nothing goes live until you click Publish my site →.

After publishing​

  • The tab opens directly to the editor (no more empty state).
  • Every edit updates the live preview at the top in real time.
  • Save & republish pushes the latest version live in seconds.
  • A small "Where each piece comes from" panel tells you which tab to visit if any field is blank.

The full walkthrough — including Free vs Premium listings, the lead-form flow, and what shows up in your inbox when someone submits — is in the Pros directory guide.

:::tip Update anywhere, republish here Logo, brand color, hours, pricing, FB connection, service area — all live in their original tabs. When you change something there, return to Setup → Web Site and click Save & republish to pick it up. There's no background sync. :::