Overview
This article describes the General Settings page in the Dashboard, who can view and edit it, where it’s located, how to change settings, and troubleshooting guidance. It is intended for dealership administrators and staff who manage Lead Handling Agent behavior and notifications.
The General Settings page centralizes backend configuration for the Lead Handling Agent. It controls CRM-related behavior (such as “stop the clock” and CRM note writes) and configures notification recipients and schedules notifications. It is visible to all dashboard users, but can only be modified by users with Edit or Admin permissions.
Notes: Time-of-day selections are interpreted using the Dashboard user’s time zone. Recipient input fields accept multiple email addresses.
Navigation
Click here or follow the steps below. Please ensure you are signed in to your account.
- From your Fullpath Dashboard, click the Settings ⚙️ icon (shaped like a gear) in the top-right corner.
- This will open the Platform Management Page. On this page, click the dropdown in the far-right section, labeled Product.
- From the dropdown menu, select Lead Handling.
- This will open the General Settings page for the Lead Handling product.
Roles and Permissions
Admin: Admin users may view all SMS conversations, jump into and engage with the Shopper via SMS, adjust Agent settings, and adjust other personnel user permissions.
Edit: Edit users may view all SMS conversations, jump into and engage with the Shopper via SMS. They may NOT adjust Agent settings, and adjust other personnel user permissions.
Read: Read only users may view all SMS conversations.
General Settings — Controls and behavior
CRM Settings
- Stop the clock
- ON: Fullpath’s Lead Handling Agent will stop VinSo CRM lead response timers once the AI agent begins engaging a new lead.
- OFF: Lead timers continue as normal while the AI agent engages.
- CRM Notes
- ON: Fullpath will write engagement notes to the dealership CRM (conversation transcripts, alerts, appointment info as configured).
-
OFF: Fullpath will not write notes or transcripts to the CRM.
Notification configuration
- Configurable notification types:
- Alerts on Leads Requiring Immediate Human Attention
- Email Updates When Appointment Is Set
- Daily Summary Email
For each notification type you can: Select users who should receive the notification, Enter one or more external email addresses (input supports multiple addresses), Set the delivery time of day (based on the active user’s time zone).
Excluded Lead Sources
This section enables the Dealer to configure specific CRM listed Lead Sources which the Lead Handling agent should never contact or process.
- Input is free text to search then a multi-select dropdown of all mapped lead sources in the CRM
- Note: Ensure exact spelling match with the Dealership CRM
Notes and best practices
Time zone: Notification times use the active user’s time zone.
Multiple email addresses: Recipient fields accept multiple addresses.
CRM integration: Enabling CRM notes or Stop the clock assumes an active CRM Link (VinSo only CRM currently supported). Verify the CRM integration is active before enabling those options.
Verification: After saving, confirm the UI indicates success and verify recipients receive a test or the next scheduled notification (if available).
UI specifics: If you need exact UI control behavior (explicit Save vs. autosave, selector styles, max recipient count or validation rules), consult your internal release notes or product owner.
Holiday Engagement: By default, the Lead Handling Agent will not follow up with leads on:
- New Years Day
- Memorial Day
- Independence Day
- Labor Day
- Thanksgiving
- Christmas Day
The Agent will:
- Reply to leads which proactively reach out to the Agent on any of the above days
-
Initiate a conversation with leads newly submitted on any of the above days
Troubleshooting
Cannot edit settings
- Confirm your Dashboard role is Edit or Admin.
- If role is correct, try clearing your browser cache or switching browsers. If the issue persists, escalate to your administrator.
Changes not saving
- Inputs save automatically when your cursor is outside the field box.
- Refresh and reapply changes. If changes still fail, capture screenshots and the exact steps for internal investigation.
Recipients not receiving emails
- Verify recipient email addresses for typos and ask recipients to check Spam/Junk folders.
- Check the scheduled time and the recipient’s time zone.
- If your organization blocks external senders, whitelist Fullpath mail domains with your mail admin.
Stop the clock not affecting CRM timers
- Confirm the CRM integration is active and properly mapped to lead timers.
- Verify Stop the clock is toggled ON and that the AI agent is engaging leads for the tested leads.
Other important points
Visibility: The General Settings page is visible to all users, but only Edit/Admin roles can change settings.
Audit: For change tracking and audit requirements, follow your internal change-management process when updating General Settings.