Current OliviaAI Features
Feature Description
Customer Summary | Olivia summarizes in a few paragraphs where you are with a customer in the sales process, and then suggest next steps to take. This is a huge timesaver for managers who need to quickly get up to speed on a customer.
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Inventory Summary | Olivia provides a detailed description of a unit for presentation on e-brochures.
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Call Summary | Olivia summarizes in plain English an entire phone conversation, text conversation, or video chat.
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Lead Summary | Olivia summarizes lead data in plain English. 
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OliviaAI Assists | Olivia will act as an assistant to the users of the CRM. Examples: Events: Appointment Reminder, Meeting Started, Meeting Completed. 
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OliviaAI Suggests | Olivia not only provides live spellcheck and grammar check on a user's outgoing text or email, but she even suggests a better message by writing her own text or email for them - in a number of different tones and styles. |
OliviaAI Lead Response | Olivia generates a one-time unique individual response to a new lead based on dealer-specified criteria on time, tone and information in the lead. |
OliviaAI Chat | Olivia becomes your website's chat assistant. She can carry on a full conversation up to and including answering questions about inventory, price, and payments.
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OliviaAI Vision | OliviaAI Vision - watches text messages and emails for pictures that contain personally identifiable information like drivers’ licenses etc and automatically deletes it from the thread and moves it into the new documents area. There is a new button on the customer card so that folks with permission can see these images. There are also new links inside of the communication center to send customers into a new area of the VIPPortal so they can securely upload these documents rather than send them in an insecure manner. |
OliviaAI Autonomous | Olivia will reply to customers' emails and texts on behalf the employee. |
OliviaAI Auto Appt | Olivia will set appointments with customers based on call/email/text conversation content.
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OliviaAI Auto VCF | Olivia will automatically send a Virtual Contact File upon text opt-in. (Used in conjunction with MobileConnect)
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OliviaAI MobileConnect | Olivia assigns a MobileConnect phone number to a customer to allow staff to use their mobile phones to communicate with the customer directly (without use of the app).
 
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OliviaAI Follow-Up | Olivia can be set to followup with customers if a user does not. Inbound communications (calls/texts/emails) may also be set to roll over to a specific number/user. |
Advanced Lookup | Advanced Lookup automates the process of entering a customer's name and address into TheCRM by looking them up based on the mobile phone # entered. |