Dashboard Overview
Real-time view of leads, appointments, and chat activity
| Name | Department | Source | Status | Date |
|---|
Lead History
Complete lead and appointment tracking
| Name | Phone | Source | Department | Appt Status | Date | Webhook | Actions |
|---|
📱 SMS Leads
After-hours SMS conversations with leads via Twilio
| Phone | Name | Interest | Status | Messages | Last Message | Created | Actions |
|---|---|---|---|---|---|---|---|
| No SMS leads yet. After-hours inquiries will appear here. | |||||||
Dealership Settings
Configure your dealership information and integrations
AI Knowledge Settings
Configure your AI assistant's knowledge base and behavior
📱 Twilio SMS Testing
Test your Twilio SMS integration before going live
Simulate receiving an ADF lead from your CRM. This will create an SMS lead and send a greeting message.
Send a test SMS message to an existing SMS lead. First, create a lead using Test 1 above.
View all SMS leads created during testing.
Step 1: Get Twilio Credentials
- Sign up at twilio.com
- Go to Console → Account Info
- Copy your Account SID and Auth Token
- Get a Twilio phone number
Step 2: Configure Environment
- Edit
.envfile in project root - Add:
TWILIO_ACCOUNT_SID=ACxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
TWILIO_AUTH_TOKEN=your_auth_token_here
TWILIO_PHONE_NUMBER=+1XXXXXXXXXX - Restart backend:
npm start
Step 3: Test Integration
- Click "Check Connection" above
- Use Test 1 to send a sample ADF lead
- Check your phone for SMS greeting message
- Use Test 2 to send an SMS reply
- Verify AI response is received
Customer Retention Engine
PBS integration for service reminders and customer follow-up
Import customer records from your PBS DMS
Webhook Log
Track all webhook events and CRM data transmissions
| Timestamp | Lead | Endpoint | Status | Actions |
|---|
Embed Code
Add the AI chat widget to any website with this embed snippet
Place this code before the closing </body> tag on any page where you want the chat widget to appear.
WordPress plugin is under development.
Use the JavaScript embed in the meantime.