This feature provides transparency into AISA’s decision-making process, helping your team trust the AI, monitor its behavior, and make adjustments based on its reasoning. AISA considers information from notes within the timeframe set in the Notes History Window, ensuring responses are based on the most recent and relevant context.
What Is the Reasoning Window?
Click on “AISA Reasoning” to view the logic behind AISA’s actions. 
This shows you the context and information the AI used before sending messages, making follow-ups, or completing tasks.
The Reasoning Window is especially useful for:
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Reviewing why AISA responded a certain way
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Ensuring AISA is following your team’s workflow and guidelines
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Troubleshooting unexpected AI behavior
What Context Does AISA Use to Engage?
Before engaging with a lead, AISA gathers context from several areas:
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Customer and Vehicle Information
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Data stored on the up-sheet, including lead details and vehicle preferences
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Notes
- Within the timeframe set in the Notes History Window are considered, ensuring the AI uses the most relevant information
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All notes added automatically, manually, either when completing a task or using the “Add Note” function
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SMS Communication
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All text message interactions with the lead
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Email Communication
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All email correspondence with the lead
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Appointments
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Any scheduled, completed, or missed appointments
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By considering these sources, AISA can provide relevant, accurate, and timely responses that reflect the latest information about each lead.
Best Practices
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Check Reasoning Regularly – Review AISA’s reasoning to ensure responses align with your team’s standards.
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Keep Notes Up to Date – Adding detailed notes improves AISA’s context and response quality. Notes within the Notes History Window are referenced.
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Monitor Appointments – Ensure scheduled and missed appointments are accurately logged for better AI engagement.