Skip to content

Turn texting, agents, rules or workflows off for the district

District switches is the last tab of Inbox. The four switches on it are the stop for everything automatic in the district, whatever each business has set on its own tabs.

Only district admins see this tab, so an advisor’s Inbox has six tabs rather than seven. An advisor who needs one of these switched on has to ask you.

The page heading names the tab you’re on, so it reads District switches once you’re here. The business picker isn’t drawn on this tab, because these switches are every business at once.

Texting covers the first message to new leads, a business line’s welcome message, and anything queued to send. Workflows need it on as well. Switch it off and none of that goes out from any number, though replies you type yourself and broadcasts still send.

AI agents covers AI agents answering leads, and their follow-ups. Switched off, no AI agent answers anybody on any number, however it’s set up.

Reply rules covers the automatic replies each business writes as reply rules. Switched off, there are no rule replies on any number, and no business can switch its own rules on.

Workflows covers what’s published on the Workflows tab. Switched off, nothing published there runs, for any business.

A switch here is permission rather than a command. A business’s own switch, on its own tab, still has to be on before anything leaves that business’s number.

To stop something for every business at once:

  1. Open Inbox, then District switches.
  2. Press the switch beside the one you want to stop.
  3. Read the dialog, which says what stops and what keeps going.
  4. Press Turn off.

The dialog stays up with its buttons disabled until the change has saved, so a switch never looks changed before it is. The message that follows names how many businesses it covered.

Switching Texting off is about new leads, so a conversation already under way is still answered. Rule replies, scheduled follow-ups, workflow messages into conversations already running, replies a person types in the inbox, and broadcasts all keep sending.

The same tab carries When nobody answers a lead, under the four switches. A lead who writes back is announced once, and if that alert is missed the reply waits in the inbox until somebody looks.

Switch it on and the advisor is reminded on WhatsApp after the wait you set, then once more, then never again about that message. Remind after starts at 15 minutes and Once more after at 60, and the whole thing is off until you turn it on, because it sends real WhatsApp messages to real advisors.

Can an advisor turn these back on themselves?

No. The tab isn’t drawn for anybody but a district admin, and the tabs that a switch is blocking say who to ask.

Does switching AI agents off delete anyone’s agent?

No. Published agents stay published and keep their instructions, numbers and knowledge. They answer nobody until the switch is back on. See Create and publish an AI agent.

An advisor says their agent is published but silent. What do I look at?

This tab first, then the business’s own tab. Both AI agents here and the agent’s own published state have to be right before it answers a lead.

Why did switching one back on start nothing?

A switch here starts something only on the businesses whose own switch is already on. Nothing on this tab reaches into a business and changes what that business has set for itself. For the business end of Texting, see Write the first message a new lead gets.