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
Log into the Revscale Client Portal
Open the Inquiry Qualifier Dashboard
Go to Preferences tab in the Upper-Right, then Schedule
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.