Updating your Lead Inquiry Agent Schedule

This guide explains how to update Scheduling for the Inquiry Qualifier Agent in the Revscale Client Portal. The Inquiry Qualifier Agent automatically follows up with new website leads, asks qualifying questions, and routes them to the right person. These settings control when the agent is active and how it follows up with new leads.

Access Scheduling Settings

1. Log into the Revscale Client Portal
2. Open the Inquiry Qualifier Dashboard
3. Go to Prefaces → Scheduling

Set Business Hours & Time Zone

• Default hours are 8:30 AM – 5:30 PM
• Update your time zone and hours of operation to match your actual business hours

Choose When the Agent Runs

You can activate the agent based on your availability:

• 24/7 – Agent is always on
• After Hours (Recommended) – Covers nights, weekends, and off-hours
• Business Hours Only – Runs only during set hours
• Weekends Only – Active on weekends
• Custom Dates & Times – Select specific days or time windows

Configure Follow-Up Attempts

• Default maximum: 3 follow-ups
• You can reduce this to 2 or 1

This controls how persistent the agent is after a lead submits a form.

Save Your Changes

Always click Save Changes in the upper-right corner to apply updates. Changes only affect future lead activity.

Updated on: 14/01/2026