Business settings

Shape how the AI replies for your business, and try it out before a real lead comes in.

Every business has its own settings page — click the gear icon on the Businesses page to open it. The left side groups everything into a few sections.

Profile

The basics about your business: name, contact phone, website, industry, address, and operating hours. FirstQuote uses these in your replies to leads, so keep them accurate — operating hours especially, since the AI can invite customers to call during business hours or offer a call back after hours.

Messaging

This is where you control how the AI talks to your leads.

• How to reply to customers — instructions for the AI's tone and approach. The default is friendly and professional: thank them, mention your business by name, ask one quick question about the job, and invite them to call. Edit it to sound like you — for example, "always mention we're family-owned" or "never quote prices in chat." Click Use default to reset anytime.
• Services not offered — list one service per line. If a lead asks for something on this list, the AI treats the job as not a fit.
• Reply to unqualified leads — the polite reply sent when a job isn't a fit. Leads that aren't a fit still get answered; they land under the Unqualified tab in your conversations, and you're not notified about them.
• Follow-up messages — up to 10 messages sent after the initial reply if the lead hasn't responded. Each row is "Wait [amount of time], then [message]." You can use placeholders like [Customer firstname], [Business name], or [Service requested] and the AI fills them in. The moment a lead replies, follow-ups for that conversation stop.

Notifications

How and when FirstQuote contacts you — texts, emails, quiet hours, and auto-dial. Covered in Notifications and auto-dial.

Advanced

Fine-tuning most operators won't need:

• Reply delay — wait up to 300 seconds before sending the auto-reply, if instant replies feel too fast for your taste.
• AI model — choose which AI writes your replies (OpenAI, Claude, or Gemini).
• Additional AI details — extra facts the AI can use, like your pricing or "if it sounds like an emergency, suggest they call our hotline."
• Follow-ups — optionally continue follow-ups even after you've replied to the customer yourself.

Test your AI

Before a real lead ever arrives, have a practice conversation — you play the customer. It uses your saved settings for this business; nothing is billed, and nothing is sent to anyone.

Type a first message (or click Simple example / Detailed example), then reply as the customer and watch what the AI does. Badges show you what would happen for real: Looks qualified, Not a fit, or Handed off to you, plus notes like "You'd get a text about this new lead." It's the best way to check your Messaging settings actually sound like you.

Danger zone

Permanently delete business removes the business and all of its conversations and integrations. This can't be undone, so it asks you to confirm twice.