How-To GuideBeginner4 min read

Step-by-Step: Setting Up Custom Conversation Statuses

Create custom status labels to organize AI conversations in Local Business Pro according to your workflow.

Quick Answer: Click the three-dot menu on the AI Conversations page, select 'Manage Custom Statuses', then add statuses like 'Quote Sent', 'Waiting for Callback', or 'Scheduled'. Apply them from within conversation drawers.

Why Use Custom Statuses

Custom statuses help you track conversations through your sales or support process. They're more specific than the default statuses and match your actual workflow.

Step-by-Step Setup

Navigate to Conversations > List
Click the three-dot menu in the header
Select Manage Custom Statuses
Click Add Status
Enter a name (e.g., 'Quote Sent', 'Needs Follow-up')
Choose a color for easy identification
Click Save
Repeat for additional statuses

Example Status Workflows

Sales workflow: New → Contacted → Quote Sent → Closed Won / Closed Lost

Support workflow: New → In Progress → Waiting for Parts → Resolved

Scheduling workflow: New → Scheduled → Completed → Reviewed

Frequently Asked Questions

Q: How many custom statuses can I create?
A: You can create as many as you need. Keep it manageable - 5-10 statuses usually covers most workflows.

Q: Can I delete a status that's in use?
A: You'll need to reassign conversations to a different status first.

Tags:

statuscustomworkfloworganizationconversations

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