Proactive messages and digests

Your dealer assistant doesn't only answer when you ask. It watches your dealership and reaches out on its own: a morning rundown, stalled leads, aging cars, overdue title work, and more. Each message lands right in your assistant chat, and you can reply to it like any other message.

Where proactive messages show up

Every proactive message is posted into your private dealer assistant chat (the same thread you type in).

What the assistant can message you about

The assistant covers these kinds of proactive outreach:

• Your daily briefing: a personal good-morning rundown of your day: your appointments in the next 24 hours, your tasks due (or overdue), and your open leads. Everyone on the team gets their own, since it's about your plate, not the dealership's. On a quiet day with nothing assigned to you, you won't get one.
• Digests: a daily morning rundown and a weekly recap of the dealership (these come only as a chat message, never the bell).
• Scans: daily heads-ups when something crosses a line, like aging inventory, overdue title work, uncontacted leads, stalled (going-cold) leads, email waiting in the Inbox from someone not on file, stalled deals, delinquent BHPH loans, appointments needing attention (tomorrow's still unconfirmed, and past ones with no outcome recorded), customer messages waiting for a reply (someone wrote in and nobody has answered for a day), titles stuck at one step longer than that step should take, OFAC matches on open deals that nobody has reviewed for a day, promises to pay whose date passed with no payment recorded, deals marked sold a week or more ago that still show a balance due, floor plan curtailments due within a week or already overdue, dealer plates expiring within a month or already expired, cars on your website with no public photo or no asking price (named again each week while they stay that way), deal paperwork still waiting for a signature two days after the link last went out (or an in-store signing that was set up and never finished), and vehicle imports that need a person (a file waiting in review with nothing in inventory yet after its first day, an import that stopped part way or never finished uploading, and rows or photos that failed).
• Relays: when a bell event happens (a lead or task assigned to you, a deal marked sold, a failed subscription payment, a platform announcement), the assistant also sends you a short, friendly version in chat.

When you ask the assistant what needs doing ("what do we have to do today?"), it also tells owners, managers and accounting how many bank transactions are not verified yet, and that they can keep the books up to date on Books → Transactions, where the AI's answers wait for one click. Salespeople never get this line.

Each topic has an on/off switch in settings, and each is tagged with how often it can fire: instant, daily, or weekly.

Choose what you hear about

The topics are grouped by area: Leads & CRM, Tasks, Inventory, Deals & Sales, Titles, BHPH & Collections, Compliance, Performance (the morning digest and weekly summary live here), Billing, and Account & platform.

When digests arrive

• Your daily briefing: once per day, in your dealership's local morning (same 7-11 a.m. window), to each person who has something on their plate.
• Morning digest: once per day, in your dealership's local morning (roughly 7-11 a.m.). It sums up sales this month, your pipeline, leads that need attention, and inventory status, and, when you keep your books in AutoDealer with a connected bank, how many bank transactions are not verified yet.
• Weekly performance summary: once a week, Monday morning, dealer-local. It recaps sales, gross, inventory aging, and follow-up that's slipping, plus the same bank transactions line.
• Scan alerts (stalled leads, aging inventory, overdue title work and the other topics above): found in the same morning window. The assistant writes them in a batch, so they usually land within the hour after the scan runs rather than the same minute. Each thing is still mentioned once.
• Telegram quiet hours: if you set quiet hours for your Telegram link (/quiet 21-7 to the bot, or the Telegram card under Settings → AI assistant), messages the assistant sends on its own wait for the phone until the window ends. The dashboard copy is posted right away, and your own questions are always answered at once.

The Autopilot digest

If Autopilot changed anything in the last 24 hours, every manager gets one notification on the bell in the morning window listing each change, with a link to the Audit log filtered to those rows, where each one has its own Undo button. This digest ignores the topic toggles above and the AI cost cap on purpose: it is a receipt for changes that already happened, not a new message from the assistant, so it arrives even when the assistant is stopped or muted. One per person per day; nothing when Autopilot did nothing.

Who gets what

• Your daily briefing goes to everyone on the team (it's your own day). The toggle is Your daily briefing under Performance.
• Personal topics, things like "New lead assigned to you" and "Task assigned to you", go to the person they're about, regardless of role.
• Manager topics, meaning lot-level, financial, and compliance signals (aging inventory, overdue titles, deals stalled in a stage, BHPH delinquency, the digests, billing), are limited to the Owner and managers. A salesperson won't see those toggles, and the assistant won't page them on those signals.

What the assistant will and won't do

• It writes every proactive message itself, in plain language. It's not a canned template.
• A proactive message only tells you about things; receiving one never changes data. If you reply and ask for a write, the assistant prepares a proposal. Manual cards wait for your approval, while an eligible routine action may be attempted automatically only when the owner has enabled it in Autopilot and every final check passes. On Telegram, a message that carries cards shows their details and, for a standard action still waiting, the same Approve and Reject buttons the bot uses in chat.
• If your AI assistant is turned off, you're over your AI usage cap, or your subscription isn't active, proactive messages pause until that's resolved.

FAQ

How do I stop a specific kind of message?

Go to Settings → AI assistant → What your assistant keeps you posted on and switch that topic off. The change is saved immediately and the assistant stops sending that one. Everything else keeps coming.

I turned off a topic but still see it on the notification bell. Why?

The toggles only control the assistant's chat messages, not the bell. The bell is a separate, platform-curated list. Turning a topic off here stops the chat version, but the matching bell item (if any) can still appear.

Can I reply to a proactive message?

Yes. A proactive message is a normal turn in your assistant chat. Open the AI button and reply right under it. Ask it to show the leads, the cars, or the deal it's flagging, and it'll pick up the thread.

Why didn't I get a morning digest today?

A few reasons: the Morning digest toggle is off; it isn't your dealership's local morning yet; your AI assistant is turned off or over its usage cap (or your subscription isn't active); or one already went out today (you get one per day). Check the toggle and your dealership timezone first.

Will my salespeople get the manager alerts?

No. Manager-level topics (aging inventory, overdue titles, stalled deals, BHPH delinquency, the dealership digests, billing) are limited to the Owner and managers. Salespeople get personal topics (a lead or task assigned to them) and their own daily briefing (their appointments, tasks, and leads for the day).

Where do I find the unread proactive messages?

Look for the number badge on the AI (sparkle) button in the top-right header. Click it to open the assistant; the new ones carry a From your assistant label, and opening the chat clears the badge.