> ## Documentation Index > Fetch the complete documentation index at: https://docs.visitoai.com/llms.txt > Use this file to discover all available pages before exploring further. # Follow-up settings > Choose how selective follow-ups should be, guide message wording, and set daily pause hours in your business timezone. Use follow-up settings to choose which eligible conversations Visito considers, how it writes the message, and when automatic follow-ups must wait. ## Open the settings 1. Open **CRM → Follow-ups** in the web dashboard. 2. Select **Configure** next to the follow-up mode. 3. Adjust the settings and select **Save**. These settings are available before you publish a CRM pipeline. The **Off**, **Draft**, and **Auto** modes are selected separately on the Follow-ups page. Saving preferences does not turn on automatic sending or publish your pipeline. Follow-up settings showing the level, message instructions, and pause hours The screenshot uses a fictional demo workspace. The example hours and timezone are illustrative; use the values appropriate for your business. ## Follow-up level The level controls how selective Visito is when assessing an eligible conversation. | Level | When to use it | | - | - | | **Light** | When you want a more selective assessment focused on clear interest. | | **Balanced** | When you want to balance clear interest with useful opportunities to reconnect. | | **Proactive** | When you want Visito to consider more eligible opportunities to reconnect. | This is not a message frequency or a guaranteed number of follow-ups. Every level respects opt-outs, human intervention, completed outcomes, channel restrictions, and the other [eligibility checks](/product-guides/product/follow-ups#understand-timing-and-eligibility). A published pipeline also adds its lead definition and stage permissions. A paused published CRM stops follow-ups at every level. ## Message instructions Use **Message instructions** to guide wording, tone, or what the message should avoid. For example: > Keep it brief. After sharing a quote, ask whether the customer has any questions. Do not offer discounts or invent availability. These instructions guide the draft alongside your workspace's Personalization settings. They do not decide who receives a follow-up or when it is sent. To change eligibility, use the follow-up level and, if your pipeline is published, its lead definition and stage permissions. Changing the level or instructions applies to future evaluations. It does not rewrite pending messages or replace an operator's edits. Review an existing draft directly if its text needs changing. ## Follow-up pause hours Set **Start** and **End** under **Follow-up pause hours** to define a daily period without automatic follow-ups. Times use the **Business timezone** shown in the dialog, rather than your device's timezone. For example, **21:00–09:00** in **America/Mexico\_City** pauses automatic follow-ups overnight. A pending automatic message that becomes due during that period waits until the pause ends, provided it is still eligible and the channel window remains open. If the channel window expires before sending is allowed, the message is not sent. Pause hours do not extend the channel window or guarantee a later send. Pause hours also apply to automatic messages already pending. They do not schedule a manually approved **Send** for later; review its timing before approving it. ## What changes after saving? | Change | Effect on pending follow-ups | | - | - | | Follow-up level | Future evaluations use the new level; existing text is not rewritten. | | Message instructions | Future drafting uses the new instructions; existing text and edits are preserved. | | Pause hours | Pending automatic sends wait for the allowed time, subject to eligibility and expiry. | Changing settings does not restore canceled, dismissed, or sent messages. Publishing or changing a pipeline also triggers a review of pending follow-ups against its rules; see [CRM publication](/product-guides/product/crm#save-and-publish). Return to [managing follow-ups](/product-guides/product/follow-ups) to choose a mode, review a draft, or check history. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.