How AI Replies Work
A behind-the-scenes look at what your AI assistant does on every channel — SMS, Facebook Messenger, Instagram DM, and WhatsApp. This page explains the customer-facing behavior so you know what to expect, including how WhatsApp's 24-hour messaging rule affects your conversations.
For setup options (turning AI on/off, agent name, response delay), see the AI Assistant page.
What the AI does for you
When a new lead messages your business, the AI:
- Picks up within seconds — usually under 60 seconds, faster than most human responses
- Reads the message in any language the lead writes in
- Pulls in your business context — your business name, your services, your prices, any rate sheets or service documents you've uploaded
- Asks 1–2 qualifying questions about what the lead needs (service type, urgency, address)
- Quotes real prices from your pricing table — never made-up numbers
- Marks the lead HOT or WARM when it has enough information to hand off
- Schedules follow-ups if the lead doesn't respond, then closes silent leads after a few attempts
The AI replies in the same language the lead used. If your lead writes in Spanish, the AI replies in Spanish. If they switch mid-conversation, the AI follows.
When the AI handles a lead vs pauses
The AI is active for a lead while:
- The lead is new (status
NEWorCONTACTED) - The conversation is still in qualification (status
AIorCOLD) - No one from your team has replied to this specific conversation yet
The AI pauses for a lead when any of these happens:
- A team member sends a message in that conversation (auto-pause — your reply takes ownership)
- The lead has been marked as qualified (
HOTorWARM) and is waiting for human pickup - You manually flip the AI ON / AI OFF toggle in the header
- The lead asks for a service you don't offer (the AI tells them and pauses for you to decide)
- The lead has been closed (
COMPLETED,LOST,NO REPLY)
When the AI pauses, follow-ups are also cancelled so the lead doesn't get nudged after you've taken over.
:::tip "Customer replied" push If a lead is ASSIGNED to a team member and the customer messages back, you'll get a 💬 Customer replied push notification on your phone. The AI stays paused (you're handling it), but the alert ensures the message isn't missed. :::
What "qualified" means
When the AI marks a lead as HOT or WARM, it means:
- The lead has confirmed they want a service you offer
- The AI has collected the basic info (their name, contact, what they want, where)
- The lead seems ready to move forward — to a quote, an estimate, or a booked job
| Badge | What it tells you |
|---|---|
| 🔥 HOT | Ready to book — strong intent, urgency mentioned, or already pricing-aware. Respond ASAP. |
| 🌤️ WARM | Interested but exploring — wants more info, comparing options, or in early planning. |
| ❄️ COLD | Was active but stopped responding. Follow-ups are running. |
| ⏳ PENDING | Conversation just started — AI hasn't formed a temperature yet. |
When a lead becomes HOT or WARM, the AI removes itself from the conversation and you get a push notification. The lead waits for you to respond.
Follow-up sequences
If a lead goes silent after the first AI message, the system automatically follows up:
| When | What happens |
|---|---|
| 48 hours of silence | First friendly nudge ("Hi {name}, just checking in…") |
| 5 days of silence | Final nudge with a soft close ("Still interested? Let me know.") |
| 24 hours after final nudge | Lead auto-closes as NO REPLY if there's still no response |
Follow-up timing is configurable in Settings → Service Pricing → AI Agent Settings.
If the lead replies at any point during this sequence, all pending follow-ups are cancelled and the AI picks the conversation right back up.
WhatsApp 24-hour rule (important to know)
WhatsApp is different from SMS or Facebook in one specific way: Meta's policy limits when businesses can freely message customers.
What the rule says
Once a customer messages your WhatsApp Business number, you have a 24-hour window during which you can send any kind of reply — questions, quotes, follow-ups, normal back-and-forth.
After 24 hours of silence from the customer, that free window closes. Until they message you again, you can only send pre-approved templates — not freeform text.
Why it exists
This is Meta's rule, not ours. It's the same policy every business on WhatsApp lives under. Meta enforces it to protect users from spam and unwanted business outreach. If your business tried to send a freeform message after the 24-hour window, WhatsApp would reject it with an error.
How LeadHub handles it for you
You don't have to think about this most of the time — the AI handles the difference automatically:
- Within 24 hours: The AI sends normal replies, just like SMS or Facebook. Conversational, personalized, anything goes.
- Outside 24 hours (e.g. a 48-hour follow-up): The AI sends an approved template — a pre-formatted message Meta has signed off on. The customer reads a polished message; you don't see any difference in the inbox.
This applies to both AI-generated follow-ups AND any manual messages you send. If you try to manually message a lead more than 24 hours after their last reply, the system uses a template format on your behalf.
What this means for you
- Reply quickly. Faster responses keep the freeform window open and let you have more natural conversations.
- You can't send a fully custom WhatsApp message after 24 hours of silence. You'll need to fall back to one of our approved templates (the system picks the right one automatically).
- Templates are limited but tasteful — they cover follow-ups, appointment reminders, status updates, and re-engagement. They preserve the lead's first name and your business name automatically.
- The customer's reply re-opens the window. As soon as they message you back, you have another 24-hour freeform window.
This rule does not apply to SMS, Facebook Messenger, or Instagram DM — those channels let you message anytime.
Bilingual replies (English / Spanish)
The AI auto-detects the language of every inbound message and replies in the same language. Your business doesn't need to be set up bilingually — it just works.
If you have the Bilingual Lead Response feature on (Pro plan), the inbox also translates the conversation so you can read every message in your preferred language regardless of what language the lead writes in.
The two work together:
- The AI replies to the lead in their language
- The inbox shows you the same conversation in your language
Each team member can pick their own reading language in Settings → About → 🌐 My language.
What the AI won't do
A few important boundaries:
- The AI never reveals it's an AI. If a lead asks "are you a person?", the AI will deflect naturally and stay in the conversation.
- The AI never makes up prices. It only quotes from your service pricing table. If you haven't added pricing for a service, the AI says it'll have someone follow up with details.
- The AI never books appointments without your approval. It collects the request and hands the lead off to you to schedule.
- The AI never asks for credit cards, deposits, or sensitive personal info. All payment conversations happen with you, on your terms.
- The AI hands off when in doubt. If a question is ambiguous, the AI marks the lead WARM and lets you take it from there.
What information the AI uses
The AI only uses information you've added to the system:
- Your business name and industry
- Your service pricing (what you charge for what)
- Any rate sheets or pricing documents you've uploaded
- Your AI agent name (if you set one)
- Your AI greeting and instructions (if you customized them)
- The current conversation with this specific lead, plus any prior conversations with the same person
The AI does not use information from other customers, the public internet, or anywhere outside your account. Each customer's AI runs on their own data.
Related help articles
- AI Assistant settings — turn AI on/off, set agent name, response delay
- Service Pricing — add prices so the AI quotes accurately
- Messaging — sending messages, AI suggestions, bilingual translation
- Leads & Pipeline — how leads move through statuses
- Notifications — when the app alerts you