Feature Requests

can we have genius make an attempt to schedule apts for salespeople based on their schedule? This would be the first attempt at scheduling an apt, 2nd attempt or more would be whenever genius could get them in.

Rather than opening each individual client, it would be nice to 'see' who is assigned to customers that AI alerts us that needs help..

Genius Follow-Up Notifications should clear from sidebar if/when a Deal is killed, an inbound/outbound call is completed, a text is sent, etc.

We should be able to have specific responses for specific lead sources

Give each user the ability to "turn on" or "turn off" the sharing of their contact info to customers by the AI. A lot of salespeople don't care if the AI provides their phone number to a customer. So give us the ability to turn that feature on or off in the general profile.

The level of detail on the vehicle provided by genius sounds very robotic and automated. We should have the option to simplify the level of information included on the vehicle such as only year, make and model.

Current Genius deposit setting is related to whether Genius will attempt to get a deposit from customer prior to engagement - there should also be an option for genius to defer to salesperson if a customer requests for a deposit refund instead of replying or suggesting that a sales user will assist them with the refund (Should not say sales will assist them with the refund specifically)