Leads, AI & DB Connect

What the AI Lead Agent does (and does not do)

The AI Lead Agent answers and qualifies inbound leads from SMS, website, WhatsApp, Messenger and more — with hard safety rules: no invented prices, no fake bookings, urgent leads go to a human.

Connect lead sources to the AI agent

Turn on each lead source in Leads → Configure → Sources: pick an AI mode per channel, map inbound numbers, set up the Generic Webhook, and connect Yelp through Zapier.

Train the agent: rules, qualification, handoff, safety

Teach the AI Lead Agent your business facts, playbooks, and service catalog, label its drafts Good/Bad/Edited, and understand the built-in rules on the Agent Rules, Qualification, Handoff, and Safety tabs.

Take over a conversation from the AI

When a lead is flagged Needs Review the AI pauses and a human takes over: reply yourself from the thread, then Mark Reviewed, Resume AI, or Close Lead.

DB Connect: chat with other companies on the network

DB Connect is company-to-company messaging inside Dispatch Bros: every business gets a Connect ID, a WhatsApp-style inbox with groups, and per-user access controls.

Invite a company to DB Connect and share a job card

Share your Connect ID, start a direct chat with a partner company, invite them into a group they accept from the Group invitations banner, and pass work with privacy-safe job cards.

Work the Leads inbox

Read the Lead Inbox like a pro: what each status badge means, how urgent leads surface, how to draft and label AI replies, and how the inbox refreshes on its own.