Enable the ability to communicate with our AI assistant
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Karley Chilombo
Enable the ability to communicate with our AI assistant by simply mentioning her in a note within the CRM. This feature would allow users to provide additional customer details, such as vehicle preferences, insights from FourEyes, recent engagement with on-site interactions or email campaigns, and even customer reviews. By leveraging this information, the AI assistant can follow up more effectively and maintain consistent, personalized communication with customers.
Jonathan Schultz
Karley Chilombo Really cool idea! What are some ideas/questions you might want to ask @Genius
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Karley Chilombo
Jonathan Schultz We send out multiple campaigns each month through DAS (formerly 3 Birds), but unfortunately, the emails and engagement data cannot sync directly with the CRM. Instead, we compile clicker lists and share them with sales consultants to follow up with active and engaged prospects on the website. However, these opportunities are not always acted upon.
It would be ideal to integrate some of these leads into our AI assistant's reach-out list, providing her with context, such as a customer’s interest in a specific model or special offer, so she can tailor her follow-up accordingly. Engagement is always more effective with detailed information, and equipping the AI assistant with the data we already have would make our tools more powerful and efficient.
Similarly, with FourEyes, sales consultants receive coffee reports highlighting prospects to follow up with, but they don’t always engage, often due to leads being marked as "dead" or having purchased elsewhere. Our AI assistant excels at following up and maintaining customer relationships, even with leads in other statuses besides "active," making her a valuable resource for ensuring no opportunity is overlooked.
Adding both positive and negative reviews to a customer's profile would be an excellent enhancement. This would allow sales consultants to thank customers in real time for their feedback, fostering stronger relationships. For returning customers, having access to previous reviews provides valuable context to personalize interactions and improve the overall experience.
Currently, sales consultants are often unaware of reviews, especially those left on platforms like Google, as they are not always notified. By integrating reviews into the CRM, consultants would feel more appreciated and empowered to engage with customers meaningfully. A simple thank-you can leave a lasting impression, showing customers that their feedback matters and strengthening their connection to the dealership.