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Lead Source Help Help & Support

What the responder does

The Respond tab is where Lead Source acts on the speed-to-lead truth: the business that replies first usually wins the job. A responder sends an instant first email the moment a lead arrives (from your own inbox, in your name) and then helps you handle the conversation that follows.

Applies to: creating responders is a Growth feature (there’s a 30-day free trial, no card needed to start). The Respond tab itself is visible on every plan.

Pick how it replies

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When you create a responder you choose one of three ways of working, changeable later:

  • Simple Reply (recommended, fastest): one short, friendly first email. It stops on reply, booking, or opt-out. About a two-minute setup.
  • Approved Replies: AI routes each incoming reply to a message you wrote and approved. Works in every region; because every word is yours, no AI disclosure is needed.
  • AI Complete: a bounded AI conversation working toward your goal, inside guardrails, starting in a watch-only mode. An AI disclosure is shown in the EU and select regions.

You stay in control

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The defaults are deliberately cautious:

  • Review before send. Replies drafted for you appear under Respond → Draft replies: “Review each draft reply before it’s sent. No bulk approve.” You approve or reject each one individually; nothing is sent behind your back.
  • Your signature and an unsubscribe link are added automatically to every sent reply.
  • It knows when to stop. A reply, a booking, or an opt-out ends the sequence for that lead.
  • Safety pauses. If a delivery-safety threshold is crossed, sending pauses on its own and the responder tells you. It stays paused until you choose to resume.

What it runs on

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Responders send from a mailbox you connect under Respond → Mailboxes: your real sending identity, not a shared system address. Setup walks you through connecting one, sending yourself a test, and reviewing everything before anything goes live.

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