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OfferBolt Weekly Training – Bot Controls, Lead Filters & Call Handling Best Practices – Apr 14, 2026

OfferBolt Weekly Training – Bot Controls, Lead Filters & Call Handling Best Practices

Written by Tommy
Updated today

📅 Weekly Training Recording

This week’s training focused on managing conversations inside OfferBolt, including how to turn the bot on and off, update lead property address, and handle situations where automation conflicts with manual outreach. The call also covered advanced lead filtering using zip codes and equity filters, recent workflow pause updates, inbound call routing setup, and troubleshooting common calling and DND issues.


🎯 What Was Covered

  • How to turn the OfferBolt bot off and back on (desktop and mobile app)

  • What happens when the bot is turned off (conversation memory pauses)

  • Updating a lead’s property address when a seller wants to sell a different property

  • How to search and select up to 5 zip codes when pulling lead lists

  • Using absentee and equity filters together when building lists

  • Recent update: paused workflows no longer “dump” delayed messages when reactivated

  • When to call leads immediately vs. waiting for bot-booked appointments

  • How to disable missed-call auto text follow-ups

  • Setting up multi-user call routing for inbound calls

  • Fixing browser microphone permissions for outbound desktop calls

  • How OfferBolt handles “No” responses and long-term follow-up automatically

  • When to contact support for DND errors, call failures, or repeat AI messages


🎥 Watch the Training


🤖 How This Training Helps

  • How do I turn the bot off when I want to manually message a lead?

  • Can I turn the bot back on after responding myself?

  • What happens to conversations while the bot is off?

  • How do I update a property address if the seller wants to sell a different one?

  • How do I filter multiple zip codes when building a list?

  • Why did my workflow send a large batch of messages at once?

  • Should I wait for the bot to book an appointment before calling?

  • How do I disable the missed-call auto text feature?

  • Why can’t leads hear me when calling from my laptop?

  • How do I route inbound calls to multiple team members?

  • What should I do if messages are repeating or calls aren’t going through?

  • Do I need to manually remove “No” responses from my pipeline?


📌 Closing Note

The most recent weekly training is always listed at the top of the OfferBolt Training section. Be sure to check back each week for updated walkthroughs, feature explanations, and live Q&A support.

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