Write your conversation workflow
Tell the AI what to work toward in a text conversation: one stage at a time, in your words, and test it on yourself before a lead ever sees it.
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.
- You have read what AI texting does and what it will not do. AI texting: what it does and what it will not
A phone showing Lead Manager. The AI SMS section of Settings opens the Conversation Workflow, Get Started fills it from a template, the dealership is described and a tone chosen, a stage is opened and given a goal and an exit condition, its persistence is set to Firm, and the finished workflow is tested in the simulator with a typed reply.
Lead Management
Default Lead Type
Select which lead type is pre-selected when adding a new lead.
Integration Settings
API Key ManagementAI SMS
Conversation WorkflowNot configuredSet up your AI conversation flow
Your workflow tells the AI what to work toward in each message. Get started with a ready-made template you can customize.
Get StartedStage 1: Book a test drive
Stage 1 of 3
Edit Stage
Stage Name
Book a test drive
Goal
What should the AI work toward in this stage?
Exit Condition
When should the conversation move to the next stage?
Persistence
Moderate — address off-topic briefly, then redirect.
The workflow is what the AI is trying to do in a text conversation, written in your words. You set it up once, and every AI text conversation you start follows it.
Steps
Find the AI SMS section
Open Settings from the app’s menu and go down to AI SMS.
Open your workflow
Tap Conversation Workflow. Until you have set one up it reads Not configured.
Start from the ready-made one
Tap Get Started. You get a workflow to change rather than a blank page.
Describe your store and pick a tone
Under Business Context, write what a customer should know about your dealership. Then pick Casual, Balanced or Formal under Tone.
Open a stage and say what it is for
Tap a stage. Under Goal, write what the AI should get out of this part of the conversation. Under Exit Condition, write what tells it to move on.
Set how hard it pushes
Pick Gentle, Moderate or Firm under Persistence, then tap Save. Your choice shows on the stage in the list.
Save it, then test it
Tap Save, then Test Workflow. Type a reply the way a lead would and read what comes back.
Good to know
- Gentle nudges the conversation back when it drifts.
- Moderate deals with the off-topic question briefly, then steers back.
- Firm takes the off-topic question once, then stays on the stage’s goal.
Related guides
- AI texting: what it does and what it will not
AI texting answers a lead for you and works through the steps you wrote — inside limits it will not cross. Read these before you turn it on.
- Consent, STOP and quiet hours
Record what a lead agreed to, read the texting status on their page, and know the two things that stop a text going out: STOP, and the hours between 9pm and 9am.
- 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.
Still stuck? Email info@leadmanager.ca. We aim to reply within one business day.
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