# Reach (/docs/portal/reach)







**Reach** is DealerAI's automation control center for follow-up and lead-routing behavior across email, SMS, and supported voice flows.

General Configuration [#general-configuration]

<img alt="Reach general configuration" src="__img0" />

The current Reach sidebar includes these pages:

* **General Configuration**
* **Follow Up**
* **Forward Leads**
* **Fall Through**
* **Inbound Sequences**

The **General Configuration** page contains the high-level automation controls, including options for:

* Prioritizing **email** for incoming ADF leads
* Prioritizing **voice** when multiple channels are available
* Enabling **Email Reach Automation**
* Managing inbound and outbound email addresses
* Enabling **SMS** automation
* Enabling **voice** automation when voice settings are configured
* Selecting the voice agent used for Reach flows

Start here when you need to confirm how Reach behaves overall before tuning specific follow-up pages.

Follow Up [#follow-up]

<img alt="Reach follow-up settings" src="__img1" />

Use **Follow Up** to schedule continued outreach after the initial interaction.

From the current portal UI, this page includes channel-specific controls for:

* **SMS** follow-up
* **Email** follow-up
* **Voice** follow-up
* **Facebook/Meta** follow-up when configured

This is where dealership teams tune ongoing contact timing and channel usage after a customer enters the workflow.

Forward Leads, Fall Through, and Inbound Sequences [#forward-leads-fall-through-and-inbound-sequences]

* Use **Forward Leads** to route incoming ADF leads to the right destinations and providers.
* Use **Fall Through** to define what happens when a lead does not move through the normal path.
* Use **Inbound Sequences** to configure provider- and channel-based automation for inbound ADF leads.

Typical workflow [#typical-workflow]

<Steps>
  <Step>
    Open 

    **Reach**

     from the main navigation.
  </Step>

  <Step>
    Select the dealership you want to configure.
  </Step>

  <Step>
    Review 

    **General Configuration**

     first to confirm the active channels and priorities.
  </Step>

  <Step>
    Adjust 

    **Follow Up**

    , 

    **Forward Leads**

    , 

    **Fall Through**

    , or 

    **Inbound Sequences**

     as needed.
  </Step>

  <Step>
    Save the updated Reach settings and validate the resulting customer flow.
  </Step>
</Steps>

Notes [#notes]

* Reach is dealership-specific and strongly tied to live automation behavior.
* Channel-specific controls only appear when the dealership is configured for those channels.
* If you are documenting follow-up workflows, pair Reach with **Leads**, **Contacts**, and **Appointments** so the full process is clear.