What the AI can do

The changes it can prepareCopy Anchor Link

There are 97 actions today, grouped by area below. That is the assistant's main list; the AI skills, such as the AI accountant, add a few cards of their own on top.

• Inventory: create a vehicle (it goes on your primary lot; to put it on another lot, change its Location on the vehicle's Edit page), edit it (its lot, the auction it came from and its walkaround video stay as they are; change those on the Edit page), change its price, change its status, publish it (the card shows how many public photos the car has and whether it has an asking price; a car missing either is never published on its own, even with Autopilot on, so a person sees the gap first), rewrite its description, book a recon, parts, detail or other cost against it, optionally from a named vendor (money, so it always asks; it posts to the books like a cost entered on the vehicle page), add the photos you sent in the chat to a car, up to 60 on one card, sent over several messages (it asks what they are for first: auction, transport and recon photos stay private with that tag, ready to publish goes on the website tagged Complete; paperwork in the batch is held back; undoable), put a car's photos in listing order (the listing photo first; undo puts the old order back), style a car's outside photos in the studio (the car on your backdrop, the showroom by default, with a shadow and the brightness evened out; it never runs on Autopilot, uses a little of your AI allowance per photo, and undo puts the originals back), build a car's 360 view from its outside photos (it usually builds itself once all eight angles are there; this brings back one you removed, uses a little of your AI allowance, and undo takes it off your website again), add a new car from its photos (the card decodes the VIN itself, you give what you paid and where it came from, and every photo goes on the new car; undoable while nobody has worked on the car), make private photos public (they go to the website and Facebook and cannot be recalled once syndicated, so it always asks), add a private note to a car, for your team only (it shows on the car's Notes card; undo removes it), and bring a sold or wholesaled car back into stock when it came back, repossessed or bought back (a new record for the same VIN with its own stock number; the sold record keeps its sale; it asks what it cost you now, or leaves it for later; undoable while nobody has worked on the new record).
• Leads: create (with the same fields as the New lead form: your lead routing picks who gets it, just as for a lead you type in, and a car the person asked about goes in the notes), change status, assign to a salesperson, convert to a customer.
• Customers: create (a new customer's country is US; change it on the customer's Edit page), edit (the country stays as it is), add or update a customer from a photo of their driver's license (approved in the dashboard only, never on Telegram), and add a private note to a customer, for your team only (it shows on the customer's Notes card; undo removes it).
• Appointments: book a test drive or sales visit for a lead or customer, move it, confirm it, or record the outcome (showed, no-show, cancelled). These always wait for your approval, whatever the Autopilot dial says: an appointment is a promise to a customer.
• Tasks: create, assign, set status, add a comment.
• Deals: create a deal (a finance deal names its lienholder on the card, because a lienholder can only be chosen when a deal is created and a finance deal without one cannot be marked sold), move a deal through its stages (including mark sold), record a deposit or payment received on a deal outside Stripe (money, so it always asks; the amount may not exceed the balance due; a payment taken through your own Stripe account and a refund you give in your Stripe Dashboard record themselves, and any other refund is recorded on the deal page), attach an F&I product such as a service contract or GAP (it raises what the buyer pays, so it always asks; the card shows the deal total before and after), add a private note to a deal, for your team only (it shows on the deal's Notes card; undo removes it), and, on the Max plan with your Stripe account connected, email the buyer a secure payment link for a deposit, the down payment or the balance due at signing (it reaches the buyer and asks for money, so it always asks, in the dashboard; the payment records itself on the deal when Stripe confirms it). The payment link is the one payments card a salesperson gets.
• Structuring an open deal: change the selling price, sales tax, doc fee, other fees or tag and title fees, and add, change or remove the trade-in. Both change what the buyer owes, so they are approved in the dashboard only and have no undo; the card shows every figure before and after. On a deal with automatic tax, a new price, doc fee or trade-in allowance works the sales tax out again, and the card shows the new tax before you approve. The price, doc fee and allowance are fixed on that card, because the tax shown follows them, so ask for a new card to change one. A tax you give it that is not the one your schedule works out is shown as you gave it, and approving switches the deal to a recorded tax. To keep the tax the deal has now, type that amount over the tax on the card: approving saves exactly that amount as a recorded tax, and the card is refused if someone changed the deal's tax in the meantime. On a deal with a recorded tax, the tax changes only when you give a new amount. Add the trade-in to inventory as a new car (it cannot be undone, so it is approved in the dashboard only; the card suggests a stock number from the VIN). Set a finance deal's APR, term, down payment and amount financed from the lender's approval, and add, change or remove the co-buyer; both always wait for your approval and can be undone. Record the buyer's insurance carrier, policy number and dates (undoable). A card made before someone changed the same part of the deal on the deal page refuses instead of overwriting it, and every one refuses on a sold, cancelled or unwound deal. The odometer disclosure, the Red Flags ID check and marking the insurance verified stay with people on the deal page.
• Paperwork and e-signature: choose the forms a deal needs (your packs and templates plus the official state forms, named as the Forms card names them; undoable), generate the chosen packs or a named pack as a dated snapshot of the deal's numbers (generate again after a change; a snapshot is never deleted), and send a generated pack for e-signature (an email to the buyer and co-buyer that cannot be unsent, so it always asks, and a pack is sent once; anyone without an email signs in store, and whoever approves the card signs for the dealership); send a signing reminder to whoever has not signed (a fresh link goes out and an email cannot be unsent, so it always asks); and void a pending signing request when the paperwork has to be redone (every link goes dead at once and it cannot be undone, so it always asks).
• Title: move title work through its stages.
• Compliance: re-run the OFAC sanctions screening on a deal (always with your approval). A flagged match is still cleared or confirmed by an owner or manager on the deal's compliance page, never by the assistant.
• BHPH: record a loan payment that came in outside Stripe (a borrower's payment on the portal, or an automatic payment, through your own Stripe account posts to the loan by itself), record a borrower's promise to pay (a timeline entry with a follow-up on the promised date; it books no money and changes nothing on the loan), and, on the Max plan with your Stripe account connected, email the borrower a secure payment link for their loan (never more than the payoff, counting every payment page on the loan that is still open; it always asks, in the dashboard, and the payment posts to the loan by itself).
• Payments (Max plan; owners, managers and accounting): draft an invoice from what you tell it, from your saved items by name or from lines written out with an amount (a draft emails nobody and books nothing, and undo deletes it while it is still a draft), email an invoice to its customer with the link they pay it on, record a payment that came in on an invoice another way (cash, a check, a card on another terminal; a payment the customer makes from the invoice's own page records itself), void a sent invoice nothing was paid on (it comes out of your books and cannot be undone), and book a manual Stripe payout, the payout page's Book it. Every one of these but the draft moves money or reaches a customer, so it always asks, one card at a time, in the dashboard.
• Communications: draft and send an email or SMS after explicit approval, send one of your message templates by email (see Templated emails above), and log a call, visit, email, text or note that already happened (always with your approval, because a logged contact counts as working the lead). From the Inbox, it can add an email's sender as a lead, put an email on a lead's or customer's timeline (its attachments are filed on their documents, as when you link it yourself), or archive it. These three always wait for your approval, even with Autopilot on, because the email came from outside the dealership. When a customer asks not to be emailed, it can turn on No account emails on their record, after which nothing is emailed to them from anywhere in the app. This also always waits for your approval, and only a person turns it off again, on the customer's page.
• Website: new copy for one of your custom pages (title, body, meta title, meta description). A new title or body goes to the page's draft, and shoppers see it only after you press Publish on the Pages screen. The meta title and meta description are not part of the draft, the same as when you save them on the Pages screen: on a published page, approving the card changes them on your live site right away, and the card says so before you approve. It can also propose new words for the home page (the hero headline and the line under it, the About text, any section's heading, small line, body, questions, the cards of Why buy from us or the steps of How it works) and the search titles and descriptions under Search results: the card shows the old and new words, approving saves them to the website's draft, the visual builder opens on them, and Publish there is still yours to press. Both kinds of website card can be undone. A website card can wait: approving it changes only the words on the card, over your site as it is at that moment, so whatever you or another card changed in the meantime stays (a page you renamed keeps its new address). If someone changed the same words after the card was made, approving refuses and changes nothing.
• Documents: file a PDF or a photo of a document you attached to your message (in the chat or on Telegram) on a vehicle, deal, customer or lead, as a title, registration, receipt, license copy or any other kind the Documents card knows, with a name and a note you can fix on the card. Nothing is filed until you approve; Undo removes it again. It can also file a paper of the dealership's own (a dealer license, a sales tax certificate, an insurance policy, a surety bond) in your dealership's files, for owners and managers.
• Memory: remember a fact for your own future chats.
• Background work: start a background job.
• Schedules: create recurring work (always requires explicit approval).
• Support: escalate an AI-support issue with its conversation reference (always requires explicit approval).

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