@mention to tag AI Genius assistant
gathering votes
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Chase Kendall
I know regular chatgpt primarily caters its responses based on the information you feed it. At our store the assistant is named Holly, and it would be awesome to be able to tag her back and feed her information to better cater her future responses to each client. For example, if my customer has a child who has a baseball game this afternoon, I could tag Holly and inform her of that. Then if she is the next person to reach out, she has human level information to use in her responses. Another example would be if I agree to follow up with someone a couple days later. Snoozing would feel like overkill in this situation, but Holly reaching out in the days in between could likely irritate the customer as well. Being able to tell her directly "agreed to follow up with client in 3 days" so that she knows to back off, but then reenter the chat on Friday would be amazing. Final example is if I've began talking with a customer, being able to tell her this so that she doesn't text someone in the middle of an active conversation. Would love to see this if possible!
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Alex Weidenbenner
Merged in a post:
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.
Jonathan Schultz
updated the status to
gathering votes
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HAROLD VIGIL
How do I get rid of my AI Assistant?
Shelby Parker
Hiya Chase Kendall, thanks for this post! I have a few more questions for you:
- Can you provide more examples of the type of information you would like to feed to the AI assistant?
- How would you like the AI assistant to handle the information you provide? For example, should it always use the information in its next interaction, or only under certain conditions?
- What would be the ideal way for you to communicate this information to the AI assistant?
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Chase Kendall
Shelby Parker 1. I think my initial examples are the only ones that come to mind at the moment, but the ability to feed her things we learn about our customer from our interactions would be wonderful. Like if a customer is out of town for two weeks, having her be able to know that because I've told her, and then using that info in a reply such as "Hey Customer! Hope you enjoyed your trip to Italy, I hear it's beautiful! Are you ready to pick back up on your search for a CR-V?" and things of this nature. Essentially, the ability to make her more personable in ways that AI cannot naturally do without being fed information.
- I suppose I haven't thought horribly far into this aspect. I feel like the answer would vary based on what information we've provided to her. With the vacation example, acknowledging this in the next reply would be appropriate. I suppose trigger words wouldn't be bad either, although I think she is already programmed to react to certain terms and phrases as I receive tags from these instances already.
- In my mind I feel like being able to tag her would be best. I feel like reading out of notes in the profile has too large of a potential to possibly go wrong, where as with a tag its a direct feed of information. If I make a comment in the notes that the customer is frustrated, I wouldn't want her stepping in to apologize or something like that. However if I tag her and say "I am working with this client currently and they will be coming in Friday, please do not contact until confirming appointment Thursday afternoon or Friday morning", it could prevent overcontacting without turning her off all together. Teaching her email vs text preferences could be convenient as well. If I know a customer never replies to an email, but always reply to text, letting her know this to prevent sending 10 emails and irritating the customer would be useful.