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Managing Your AISA Conversations

Once AISA is active, you'll need to monitor and manage ongoing conversations. This guide shows you how to oversee AISA's performance and intervene when necessary.

Viewing Active Conversations

The Up-Sheet's Interface

You can see which of your leads have AISA activated on in the up-sheet tab by looking for the "AISA" symbol next to each lead. 

Conversation Controls

On each up-sheet, if AISA is deactivated, you will find an option to turn it on (AI Sales Assistant disabled for this Up Sheet). When pressing this, you will see 2 methods that AISA can be activated:

  • Start Conversation - Activates AISA to start engaging
  • Wait for Customer - Activates AISA, but it waits for the customer to message

If AISA is already activated on the up-sheet, you can simply click on "AI Sales Assistant ON" to turn it off.

  • Stop - Disables AISA for this lead until turned back on

The Reasoning Window

Click on "AISA Reasoning" to see why AISA took specific actions:

What does AISA use as context to engage?

Here is a list of the areas in which AISA gather context before engaging:

  • Customer and vehicle information stored on the up-sheet
  • Any and all notes that have been added (Either when "adding a note" or completing a task)
  • All SMS communication 
  • All email communication
  • Any scheduled or missed appointments

Manual Intervention

When to Take Over

Consider manual intervention when:

  • Complex negotiation needed
  • Special circumstances arise
  • VIP customer identified
  • Technical issues occur

How to Take Over

  1. Turn AISA off on the up-sheet
  2. Send your manual response
  3. Either resume AISA(Wait for customer) or keep it off
  4. Add notes for context if needed (Something not specified in the message you sent)

Key Indicators to Watch

Response Quality

  • Are messages appropriate?
  • Is tone consistent?
  • Are business rules followed?
  • Is information accurate?

Daily Review Process

  1. Check all new conversations from past 24 hours & incoming messages
  2. Keep an eye on any situations that may require manual intervention
  3. Note common customer questions
  4. Identify improvement opportunities
  5. Update configuration as needed

Common Issues to Watch

  • Over-aggressive pushing
  • Under-engaging
  • Information errors

Best Practices

Daily Monitoring - Check active conversations each morning
Quick Response - Address escalations within 1 hour
Document Issues - Note problems for configuration updates
Share Successes - Celebrate wins with team
Continuous Improvement - Weekly configuration refinements
Trust but Verify - Let AISA work but review regularly