How To Communicate with Customers and Coworkers in Dealer Space

The Dealer Space app provides robust tools for effective person-to-person communication with customers. This guide walks you through the basics of sending texts, emails, making calls, leaving notes, logging interactions, and using advanced features.

Accessing Communication Tools

1. Navigate to a Customer Profile:

   • Open the Leads tab and select a customer from the list.
   • In the customer profile, use the Activity Feed to view and manage communication history.
   • Filter by:
     • Messages: Incoming and outgoing communication.
     • Notes: Internal dealership notes.
     • Updates: Non-communication activities (e.g., appointments or vehicle interactions).

2. Quick Action Icons:

   • Use icons at the top of the customer profile for quick access to:
     • Phone Calls: Launch calls directly from the app (mobile or compatible devices).
     • Texts and Emails: Open communication editors with a single click.

Sending Texts and Emails

1. Composing a Message:

   • Click the speech bubble for text or the email icon to open the editor.
   • Use the text box to compose your message.
   • Optional: Use tags (merge codes) to personalize messages (e.g., include the customer's name or vehicle details).

2. Scheduling Messages:

   • Select a future date and time for your message to be sent. Useful for ensuring timely communication during business hours.

3. Enhancing Messages with AI Tools:

   • Correct Grammar: Automatically fix spelling and grammar issues.
   • Adjust Tone: Rewrite messages to match your dealership’s tone and style.
   • Translate: Convert messages into multiple languages with dialect options.
   • AI-Generated Suggestions: Generate personalized messages based on the customer’s history and preferences.

4. Attachments and Multimedia:

   • Add images, videos, or attachments to your message. For example, upload a walk-around video of a vehicle or attach a promotional flyer.

Logging Calls and Notes

1. Phone Calls:

   • Make calls directly through the app (on compatible devices). The app automatically logs the call in the Activity Feed.
   • Add notes to provide context about the call, such as key discussion points or follow-up steps.

2. Internal Notes:

   • Leave notes for teammates by tagging them (e.g., @Alex) in the note field.
   • Internal notes remain private within the dealership and help maintain context across team members.

3. Logging Events:

   • Manually log interactions, such as in-person visits or calls made outside the app. Provide details to ensure comprehensive records.

Task Creation for Follow-Ups

1. Creating Tasks:

   • From the communication editor, create tasks to remind yourself or teammates of follow-up actions.
   • Choose from four task types (phone, email, text, or action) and set a due date.

2. Viewing Tasks:

   • Tasks are visible in the customer’s Agenda tab under Tasks.
   • You can manage, complete, or move tasks between To-Do, Done, and Archive.

Key Features for Streamlined Communication

• AI-Powered Summaries: Provides a snapshot of the customer’s history, preferences, and suggested next steps.
• Message Translation: Bidirectional translation of incoming and outgoing messages, enabling seamless communication with non-English speakers.
• Version History: Track changes made to messages when using AI tools for adjustments.