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Genius Dashboard
Genius Dashboard
Michele McCoy avatar
Written by Michele McCoy
Updated over 2 weeks ago

The Genius Dashboard allows stores to see relevant, up-to-date information about their Genius' performance, as well as manage Genius-specific settings for their dealership.

All data excludes AIM Genius messages.

The Genius dashboard can be found by clicking the Dashboards icon on the top menu bar and then selecting Genius Dashboard.

Engagement

  • Engaged = the number of customers that Genius engaged in total

  • First Engaged = the percentage of customers that engaged Genius first, out of total customers

  • Re-Engaged = the percentage of customers that re-engaged during long term follow up, out of total customers

Genius can be configured to engage only during business hours, only after hours, or both. As a result, engagement levels will vary based on your store’s specific setup.

Interference

  • Fired < Engaged = the number of times Genius was fired before engagement

  • User Sent Message = the number of times a user sent a message before Genius could

Activity

  • Messages = the total number of emails and texts that Genius sent

  • Hours Saved = the number of hours it would have taken dealership personnel to perform the same Genius activity manually

  • Human Equivalent = the number of humans that it would have taken to perform the same Genius activity manually

Interactions

  • Appointments = the number of appointments that Genius created

  • Confirmations = the number of appointments that Genius confirmed

  • Handoffs = the number of times that Genius handed a conversation off to dealership personnel

For stores with Genius configured to hand off customers before scheduling an appointment, this number might appear lower.

Impact

  • Deliveries = the number of deals that resulted in deliveries in which Genius had engagement

  • Gross = the gross amount of the deals that resulted in deliveries in which Genius had engagement

Hourly Activity

  • The number of messages Genius has sent by early hours, by hour, and by after-hours

Daily Activity

  • The number of messages Genius has sent per day

Settings

You can access Genius Settings via the Genius Dashboard using the menu icon in the upper right corner.

  • Store Description = additional context about the store for Genius (i.e., 'Sells only used RVs', 'Was recently affected by a hurricane')

  • Store Specials = Genius will talk about store specials during the timeframe when appropriate.

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