Overview
The Lead Handling Agent can be turned on or off at the dealership level directly from the Fullpath Dashboard. This gives you full control over whether the Agent is actively sending outbound messages and managing conversations — without needing to contact your Fullpath team.
When the Agent is enabled, it operates normally: processing incoming leads, initiating contact, and managing active conversations according to your configured settings.
When the Agent is disabled, all outbound messaging stops immediately and all active conversations are paused. No messages will be sent until the Agent is re-enabled.
Where to Find This Setting
Platform Management → Lead Handling → General
Direct link: https://dashboard.fullpath.com/settings/lead_handling/general
How to Disable the Lead Handling Agent
- Navigate to Platform Management → Lead Handling → General.
- Locate the Lead Handling Agent toggle at the top of the page.
- Click the toggle to turn it off.
- A confirmation modal will appear asking you to confirm the action. This step is required to prevent accidental shut-offs.
- Confirm to proceed. The Agent will stop all outbound messaging immediately.
Important: Disabling the Agent pauses all active conversations. Leads in progress will not receive any further outreach until the Agent is re-enabled.
How to Re-enable the Lead Handling Agent
- Navigate to Platform Management → Lead Handling → General.
- Locate the Lead Handling Agent toggle.
- Click the toggle to turn it on.
- The Agent will resume normal operation immediately.
Note: Re-enabling the Agent does not retroactively send messages for the time the Agent was paused. Conversations that were active at the time of disabling will resume from their current state.
What Happens When the Agent Is Disabled
- All outbound messages (SMS and email) stop immediately.
- Active conversations are paused — no follow-ups or replies will be sent.
- Incoming leads will not be processed or contacted.
- The change is logged with a timestamp and the name of the user who made the change. This information is synced to both Salesforce and the Fullpath Portal automatically.
Audit Log and Visibility
Every status change — whether turning the Agent on or off — is recorded with:
- Timestamp of the change
- User who made the change
This information is synced to Salesforce and the Fullpath Portal, giving your Fullpath team full visibility into when and why the Agent was paused or reactivated.
Common Use Cases
-
Dealership closed for a holiday or event: Temporarily pause the Agent to avoid outreach during periods when no one is available to follow up on human escalations.
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Staff transition or onboarding: Pause the Agent while reconfiguring prompts or onboarding a new BDC team.
- CRM or integration maintenance: Prevent leads from being contacted during a period when your CRM data may be incomplete or inaccurate.
Frequently Asked Questions
Will disabling the Agent affect my settings and configurations? No. All settings, prompts, and configurations remain intact. Disabling the Agent only stops outbound activity — it does not reset or alter any of your existing setup.
What happens to leads that come in while the Agent is disabled? Leads that arrive while the Agent is disabled will not be contacted. Depending on your workflow, you may want to manually follow up on any leads received during the downtime.
Can I see a history of when the Agent was turned on or off? Yes. Status changes are logged and synced to Salesforce and the Fullpath Portal, including the timestamp and the user who made the change. Contact your Customer Success Manager if you need to review this history.
Who can change this setting? Users with Edit or Admin permissions in the Fullpath Dashboard can access Platform Management settings.