Send the first AI text and steer the conversation
Start an AI text conversation with a lead who agreed to be texted, read what came back, and move the AI on when you know something it does not.
On the Team plan. Unlocks when your paid plan starts.
Before you start
- You are on the Team plan and your paid plan has started.
- The lead has texting consent on file. Without it the app says Cannot send text.
- You have written your Conversation Workflow, under AI SMS in Settings. It is yours, not the store’s. Write your conversation workflow
A phone showing Lead Manager. A lead is opened, AI Outreach (SMS) is chosen from the menu, consent is confirmed and the text is sent. The Text conversation card then shows a summary of the reply, the vehicle, and what the AI is working on. Last, the AI is moved ahead one step from the card’s menu.
Jordan Mitchell
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2026-09-11Lead Info:
- Name
- Jordan Mitchell
- jordan.mitchell@email.com
- Phone
- (416) 555‑0148
- City
- Toronto
- Province
- ON
- Source
- Website lead
- Created
- 2026-09-16
No replies yet.
Wants to test drive the RAV4 this Wednesday after work.
Updated Sep 16 11:08 AM
Toyota RAV4 · SUV
Mentioned: AWD, heated seats
AI is working on
Book a test drive
Step 1 of 3 · Next: Confirm the appointment
Notes:
No notes added yet.
Add a Note
Confirm consent
On file: I agree to receive SMS messages from the dealership.
Captured: Sep 16, 2026
Skip ahead?
The AI will start working on: Confirm the day and time
The AI texts a lead for you, reads the replies, and works through the steps you wrote. You watch from the lead’s page and step in when you want to.
Steps
Open the lead
Tap the lead in your list to open their page.
Choose AI Outreach (SMS)
Tap the three dots at the top right, then AI Outreach (SMS).
Confirm consent and send
The app shows the consent it has on file and when it was captured. Read it, tick the box to confirm it, then tap Confirm and send.
Read what came back
When the lead replies, the Text conversation card sums it up in plain words: what they want, the vehicle they mentioned, and signs such as Still shopping or Ready for a call. Under AI is working on you can see which step the AI is on.
Move the AI on, if you know better
If the lead already booked with you by phone, the AI does not know that. Tap the three dots on the card, choose the Skip ahead to option, and confirm with Skip ahead. Go back to works the same way in the other direction.
What you should know
- Can text means consent is on file and the lead has not opted out.
- No consent on file means add consent to the lead first.
- AI finished all its steps means the AI has nothing left to do. The rest is yours.
Related guides
- Paste a lead from an email
Copy the email or message a lead came in on, paste it into Lead Manager, and it fills in the name, phone, email and vehicle for you.
Still stuck? Email info@leadmanager.ca. We aim to reply within one business day.
Last checked against the app on .