The AI Assistant and recommendations

Two different things, both under the AI umbrella:

• The AI Assistant is a chat panel that lives in the corner of every page and gets things done for you.

• AI Recommendations are a daily list of things worth acting on across your stock, enquiries, customers and workshop.

Both are part of a paid feature, with a free trial available.

Open it from the launcher in the bottom corner of any page.

Ask it anything about your own data - customers, stock, enquiries and deals - in plain English:

• "Which cars have been in stock more than 90 days?"

• "Find me John Smith's enquiry"

• "What's the MOT history on AB12 CDE?"

It can also do things: draft and send emails and texts, add notes, schedule follow-ups, log part exchanges, and act on the day's recommendations.

When it answers with a record it shows it as a card - a customer with their email, phone and branch, a vehicle with its status and days in stock, an MOT history, a valuation, a ULEZ check - with Open record to go there properly.

When the assistant wants to send something to a customer, it shows you the subject and message first, marked Needs your approval. You can edit it before sending. Approve sends it; Cancel does not.

New conversation starts fresh. History shows past conversations, which are read-only - start a new one to carry on.

There is a daily limit on assistant use, which resets at midnight.

Go to AI > Recommendations.

Recommendations are grouped by category: Stock, Enquiries, Customers, Pipeline and Workshop. Each one tells you what it spotted and why it matters.

• Filter by branch and by minimum urgency.

• Refresh re-runs them.

• Dismiss removes one you are not going to act on.

If the list is empty, that is the intended state, not a fault: recommendations appear when there is something worth telling you about.

The assistant is at its best for the questions that would otherwise mean three screens and a filter: which cars are ageing, which enquiries have gone quiet, what a customer bought last time.

Recommendations are best read once a day, first thing, in the same way you would read the tasks panel. Anything you act on, act on properly - open the record and do the work there.