Proactive messages and digests
Your dealer AI assistant messages you on its own with a daily briefing, digests, and alerts for stalled leads, aging inventory, and overdue titles.
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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).
- When the assistant reaches out, a small number badge appears on the AI button (the sparkle icon) in the top-right header. It shows the count, or 9+ once you pass nine.
- Click the AI button to open the assistant. The new messages carry a small From your assistant label.
- Opening the assistant clears the badge.
- Reply to any proactive message right there; it's a normal turn in your chat, so you can ask follow-up questions ("show me which leads").
Proactive messages are separate from the notification bell. The bell is a fixed, platform-curated list. Proactive messages are written by your assistant in plain language and live in your chat, and they're the part you control with the toggles below.
What the assistant can message you about
The assistant covers these kinds of proactive outreach:
- Your daily briefing: your own 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, there is nothing to send.
- Digests: a daily morning rundown and a weekly recap of the dealership (these come only as a chat message, never the bell).
- One morning message: the morning rundown and your daily briefing arrive together, as a single message. An owner or manager reads the dealership's numbers first and then their own day. A salesperson's morning message is their own day only. Nobody gets two messages for the same morning.
- 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), 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), late fees charged on in-house loans, and, when you switch it on, in-house loan payments due in the next three days. On the Max plan there are three more for money that needs a person, for owners and managers: an invoice you emailed that is past due with money still owed (named again each week while it stays unpaid, the longest overdue first, and left out while the customer's bank payment is still clearing), money a customer paid through Stripe that could not be placed on its deal, loan or invoice and waits for a decision, and a Stripe payout that is a manual one to book or has part of it to match by hand in Books. One scan is weekly: every Monday it lists the cars that have been on a floor plan line 90 days or more, with what is still owed.
- Relays: when a bell event happens (a lead or task assigned to you, a deal marked sold, a possible OFAC match on a deal, 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
- Go to Settings → Notifications.
- Find the card What your assistant keeps you posted on.
- Switch on the topics you want, or use Turn all on at the top of the card. Each change saves on its own. There's no Save button.
The topics are grouped by area: Leads & CRM, Tasks, Inventory, Deals & Sales, Titles, Compliance, BHPH & Collections, Payments (an overdue invoice, a Stripe payment waiting for a decision and a payout that needs a person; owners and managers only, and they name something only on the Max plan), Performance (the morning digest and weekly summary live here), Billing, and Account & platform.
Every topic is off until you turn it on. Your assistant sends nothing on its own until you choose what you want to hear about. Each person on the team chooses for themselves.
When digests arrive
- Your morning message: once per day, in your dealership's local morning (between 7 and 11 a.m.). It is one message with up to two parts. The Morning digest part, for owners and managers, 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. The Your daily briefing part is your own appointments, tasks and leads, and it is there whenever you have something on your plate. Switch either topic off and the other still comes. Once your morning message has gone out, nothing is added to it that day: a task assigned to you at 8 a.m. does not bring a second message.
- 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 21-7to the bot, or the Telegram card under Settings → Notifications), 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.
Timing follows your dealership timezone. If you haven't set one, the assistant assumes Eastern Time so the morning digest doesn't land in the middle of the night. Set it under Settings → Dealer info (the Timezone field) if your hours are off.
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 Payments topics, the digests, billing), are limited to Owner and Admin / Manager users. A salesperson or an accounting user won't see those toggles, and the assistant won't page them on those signals. Accounting still reads payments, invoices and payouts by asking the assistant.
The manager-level digests and scans go to every active Owner and Admin / Manager, each in their own assistant chat. Platform announcement relays go to the same people. Each person's own switches decide which ones they get, so one manager turning a topic off does not change it for anyone else. A stalled lead also reaches the rep it is assigned to, who hears about their own leads only. Relays for a lead or task assigned to one person go to that person. Relays for a deal marked sold, signed documents and a failed subscription payment go to every owner and admin manager.
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 → Notifications → 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 your morning message already went out today (you get one per day, with the digest and your daily briefing in it). 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 Owner and Admin / Manager users. Salespeople get personal topics (a lead or task assigned to them, and their own leads that have gone quiet) 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.