Client portal
Overview
Lead performance
AI status
Live74%
Conversations fully handled by AI without staff intervention.
Recent conversations
AS
Alex Smith2022 BMW X5 • Appointment requested
2mJT
Jordan Taylor2021 Honda Accord • Deposit link sent
8mRK
Riley Khan2023 Toyota Camry • Trade-in question
15mAlex SmithInterested in 2022 BMW X5
Upcoming appointments
| Customer | Vehicle | Date | Assigned to | Status |
|---|---|---|---|---|
| Alex Smith | 2022 BMW X5 | Tomorrow, 2:30 PM | Kevin | Confirmed |
| Riley Khan | 2023 Toyota Camry | Friday, 11:00 AM | Sarah | Pending |
Send secure deposit link
Prototype only. Production payments should use a PCI-compliant hosted checkout.
Deposit activity
$500 receivedJordan Taylor • Honda Accord
$1,000 link viewedChris Lee • BMW M4
$500 link expiredSam Reed • Toyota Tundra
AI knowledge base
132 approved answersTraining sources
AI guardrails
Team access
| Name | Role | Permissions | Status |
|---|---|---|---|
| Miran K. | Account owner | Full access | Active |
| Sarah Johnson | Manager | Insights, conversations, AI training | Active |
| Kevin Smith | Salesperson | Assigned conversations and texting | Active |