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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.

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

  1. Open the lead

    Tap the lead in your list to open their page.

  2. Choose AI Outreach (SMS)

    Tap the three dots at the top right, then AI Outreach (SMS).

  3. 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.

  4. 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.

  5. 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.
  • 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 .

Try it on your own leads.

Set it up on your phone between customers. Cancel any time.