Feature Requests

Currently there is an all or nothing set up for the Genius to send out appointment confirmations to clients. As an ultra luxury location, we often have what we call go-see test drive appointments where we go to a client at their place of employment or home. The appointment confirmation Genius sends out includes the dealer address causing confusion for the client with this type of appointment. As a result, we are not setting these appointments in the CRM; which causes inaccurate reporting. The addition of a go-see appointment for sales where the Genius does NOT send out appointment confirmations would be something we would use regularly.

I was speaking with some of my fellow colleagues and something that frustrates us is that when we make tentative appointments, the genius AI will still send multiple texts and emails to the customer that don't necessarily need that level of follow up on the appointments. Example: My colleague spoke with a woman about coming in to look at some Tacomas, but they were going to "try their best" to get in Saturday but were unsure they if they would make it. So, my colleague told the customer they would set something tentatively so that she would have time set aside if they indeed could make it. Once she set it in the CRM, Genius sent multiple texts and an email to the lady. When my colleague followed up to confirm the day of the appointment the lady said she was done dealing with us because she got badgered about confirming an appointment she didn't firmly set. If there was a way where when you set an appointment Genius could ask some clarifying questions about that appointment so that we could establish parameters for confirmation/follow up to avoid specific and unique situations like this, that would be a game changer.