Every AI conversation in one list, with filters to find the ones that need you.
Open Sales Agent in your Admin Portal to see every conversation the agent is handling, across both channels, newest activity first.
The inbox lists every conversation and surfaces the ones that need a human.
Each conversation shows three things side by side:
The list of conversations, with the lead’s name, a preview of the last message, and a timestamp. Sorted strictly by most recent activity, whether that message came from the buyer, the agent, or one of your reps.
The thread, so you can read the whole exchange.
The lead panel, with contact details, vehicle interest, pipeline stage, and qualification status. Click View lead details to open the full lead drawer without leaving the inbox.
Matches lead name, phone number, or anything said in the conversation
Channel
Website chat, text message, or both. Counts show how many match
Status
Open, Closed, Escalated. Pick several and they add together
Escalated
A one-click toggle for conversations the agent handed to your team
Clear all resets everything at once.
Start your day with the Escalated toggle on. That is your list of buyers waiting on a person. Clear it when you are done and you are back to the full timeline.
If your dealership uses Slack, every conversation is also forwarded to your Slack channel in real time. Each conversation opens its own thread, headed with the buyer’s name, phone number, and channel, and every message lands as a reply in that thread. Nothing to set up beyond having the Sales Agent active.
Was this page helpful?
Assistant
Responses are generated using AI and may contain mistakes.
