> ## Documentation Index
> Fetch the complete documentation index at: https://help.avoca.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up Thumbtack

> Connect Thumbtack so Avoca replies to your Thumbtack leads.

Connect your Thumbtack account and Avoca replies to your Thumbtack leads for you. You set it up yourself in **Products → Speed-to-Lead → Settings**. Once it's live, Thumbtack conversations show up in **Channels → Messages** with your others.

## What you need

* A Thumbtack login for the business or businesses you want Avoca to cover
* A browser that allows pop-ups from the Avoca dashboard, because Thumbtack's sign-in opens in a small window
* A role in Avoca that can edit Speed-to-Lead settings

> [!NOTE]
>
> Already get Thumbtack leads through ServiceTitan, email, or a webhook? That setup keeps working until you save your businesses in Step 1 below. Only follow this page if you want to switch to the Thumbtack connection. See the last accordion below.

## Step 1: Sign in to Thumbtack and pick your businesses

**1. Open Thumbtack setup**

Go to **Products → Speed-to-Lead → Settings** and open **Thumbtack**. On the first step, **Leads Ingestion**, you'll see **Connect your Thumbtack account**.

**2. Connect Thumbtack**

Select **Connect Thumbtack**. A Thumbtack window opens. Sign in and approve access. If nothing opens, allow pop-ups for the dashboard and try again.

**3. Choose your businesses**

Back in Avoca, your Thumbtack account shows a **Connected** badge and a checkbox for each business. Tick every business you want Avoca to reply for.

**4. Save**

Select **Save businesses**. You'll see **Thumbtack businesses saved**. Saving connects these businesses to Thumbtack. If you were using another setup, saving replaces it.

If a business is already connected to another Avoca team, you'll see **Already connected to another team** and it won't be added here. Ask your Avoca team to sort it out.

## Step 2: Choose a workflow for each business

A workflow is the first message and follow-ups Avoca sends to a new Thumbtack lead. Each business gets its own.

**1. Open Configurations**

Go to the **Configurations** step. Your businesses are listed on the left under **Thumbtack accounts**. Select one.

**2. Pick a workflow**

Under **Workflow**, choose a published workflow. A workflow marked **Draft** has to be published before you can pick it.

**3. Create one if you need it**

If the list is empty, select **Create workflow**, enter a **Workflow name**, and build it in the tab that opens. Choose the **native messaging** type. See [Create a workflow](https://help.avoca.ai/outbound/workflows.md). When you come back, refresh the list and your workflow is there.

**4. Repeat for each business**

Pick a workflow for every business you saved. You can set up one now and come back for the rest.

> [!NOTE]
>
> If you use ServiceTitan, you can also choose a **ServiceTitan campaign** and **Job tags** for each business. They're optional. Select **Update mappings** to save them.

## Step 3: Go live

> [!WARNING]
>
> Going live lets your assistant reply to real Thumbtack customers without anyone approving each message. It also turns on **AI replies** for each business you launch. Check your workflow first.

**1. Select Go live**

On **Configurations**, select **Go live**. It's available once at least one business has a published workflow. When it works, you'll see a message that Thumbtack is live and a green **Live** badge.

**2. Check AI replies**

Open **Additional Settings**. Under **AI replies**, each business has its own switch. Turn it off for a business if you'd rather your team answer its Thumbtack leads.

## Step 4: Turn on alerts

When a conversation needs a person, Avoca hands it to your team. Turn on the alert so someone hears about it.

**1. Open your alerts**

Open **Team Notifications** in the sidebar, under **Settings**. See [Set up Team Notifications](https://help.avoca.ai/getting-started/set-up-team-notifications.md).

**2. Turn on Escalated conversation**

Find **Thumbtack**, turn on **Escalated conversation**, and choose who gets it. **Thumbtack** shows up once a Thumbtack account is connected.

## Test it

1. Send a test request to your business through Thumbtack, or wait for the next real lead.
2. Open **Channels → Messages** and check the conversation is there, marked **Thumbtack**.
3. Read the first message. If it isn't what you want, change the workflow.

## What's next

* Work your conversations in [Manage the message board](https://help.avoca.ai/outbound/message-board.md).
* See how leads and sources fit together in the [Speed-to-Lead overview](https://help.avoca.ai/speed-to-lead/overview.md).

## More options

> [accordion] It says Needs reconnect
>
> Your Thumbtack sign-in has expired. Select **Reconnect** on the **Thumbtack account** card and sign in again.

> [accordion] Add another Thumbtack account
>
> Select **Connect another Thumbtack account** at the bottom of **Leads Ingestion**. Then tick its businesses and select **Save businesses**.

> [accordion] Change which businesses Avoca covers
>
> Open **Leads Ingestion**, tick or untick businesses, and select **Save businesses**. The button stays grey until you change something.

> [accordion] Change what your assistant says
>
> Under **Additional Settings**, select **Thumbtack agent**. It opens **Settings → Agents → Messaging**, where you can edit the **Objectives**.

> [accordion] Disconnect Thumbtack
>
> On the **Thumbtack account** card, select **Disconnect**, then **Yes, disconnect**.

> [accordion] I already use Thumbtack through ServiceTitan, email, or a webhook
>
> In your Thumbtack setup you'll see **Native Thumbtack is available** and a **Switch to native** button. Selecting **Save businesses** replaces your current setup and connects your businesses to Thumbtack. Replies stay off until you set up a workflow and select **Go live**, which starts the workflows and turns on AI replies for the businesses you launch. Select **Keep current setup** to stay as you are.
>
> To go back to ServiceTitan, email, or a webhook, select **Use ServiceTitan, email or webhook instead** on the first step. Select **Back to Thumbtack connect** to return.

> [accordion] I don't see Thumbtack in Speed-to-Lead
>
> Speed-to-Lead only appears if it's turned on for your team and your role can view it. Ask your Avoca team to check.
