Disable AI for New Leads: Test Safely Before Going Live

Disable AI for New Leads is a safety switch that automatically turns AI Employee replies OFF for newly created leads. It is built for testing a newly connected phone number or channel before you let real customers see your AI in action.

What it does

• When enabled, AI is disabled for all new leads created from now on.
• Existing leads are not affected. Their AI keeps working as normal.
• This prevents the AI Employee from auto-replying to brand new customers while you are still testing.

Where to find it

1. Click your Profile (top-right).
2. Go to Company Settings.
3. Scroll down to the AI Employee section.
4. Find Disable AI for New Leads.

Important: after switching anything in Company Settings ON or OFF, scroll down and click Save.

Recommended rollout workflow

1. Connect a new messaging channel or phone number.
2. Turn ON Disable AI for New Leads.
3. Test your AI with a few internal contacts first.
4. When ready, turn OFF Disable AI for New Leads.
5. Optional: enable AI for all existing leads in bulk:
   • Go to Leads.
   • Select all leads.
   • Click Bulk Operations.
   • Turn ON Handled by AI.
   • Click Save.
   • After refresh, the robot icon becomes a tick on the selected leads.

When this is most useful

• Onboarding a new phone number you don't fully trust yet.
• Connecting a second Instagram or Messenger account.
• Rolling out a new system prompt and you want to QA before exposing it.
• Switching channels and you want to stage the cutover without auto-replying to real customers in the meantime.