Client portal

Overview

Total leads2,846+12.5%
Appointments684+9.4%
Deposits collected$42,850+18.1%
AI resolution rate74%+6.2%

Lead performance

AI status

Live
74%

Conversations fully handled by AI without staff intervention.

Recent conversations

AS

Alex Smith2022 BMW X5 • Appointment requested

2m
JT

Jordan Taylor2021 Honda Accord • Deposit link sent

8m
RK

Riley Khan2023 Toyota Camry • Trade-in question

15m
Alex SmithInterested in 2022 BMW X5

Hi, is the BMW X5 still available?

Yes, it is available. Would you like to schedule a test drive or reserve it with a refundable deposit?

Can I come tomorrow afternoon?

Absolutely. I have 2:30 PM and 4:00 PM available. Which works better?

Upcoming appointments

CustomerVehicleDateAssigned toStatus
Alex Smith2022 BMW X5Tomorrow, 2:30 PMKevinConfirmed
Riley Khan2023 Toyota CamryFriday, 11:00 AMSarahPending

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 answers

Training sources

AI guardrails

Team access

NameRolePermissionsStatus
Miran K.Account ownerFull accessActive
Sarah JohnsonManagerInsights, conversations, AI trainingActive
Kevin SmithSalespersonAssigned conversations and textingActive