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Sales Agent - Overview

What is Sales Agent? DriveCentric's 24/7 AI-powered virtual sales assistant.

Written by Genius

Sales Agent is your dealership's 24/7 AI-powered virtual sales assistant, built natively in DriveCentric. It engages new leads instantly, follows up consistently, confirms appointments, and keeps deals moving forward—so your team can focus on the conversations that close.

With Sales Agent, your dealership can:

  • Automatically respond to new leads within 1–2 minutes—day or night

  • Handle short-term and long-term follow-up when customers go quiet

  • Send appointment confirmations and reminders without manual effort

  • Notify customers about inventory price changes on vehicles they're interested in

  • Adapt its communication style to match your dealership's tone and settings

Formerly Known As: Sales Agent was previously called Sales Genius / Automation Hub. It is now a standalone product available with any CRM package.

Requirements

Sales Agent is available with any tier CRM package—no additional package required. For dashboard visibility, the Dashboards permission must be enabled for the user.

How Sales Agent Works

First Quality Response

When a new lead arrives in DriveCentric, Sales Agent checks whether it came in during business hours or after hours and references the corresponding toggle in Genius Settings.

  • If the toggle is ON → Sales Agent gets hired and sends the first message within approximately 1–2 minutes

  • If the toggle is OFF → Sales Agent does not get hired

Once hired, Sales Agent responds to all incoming customer texts and emails 24/7—with no business hours restriction on replies.

Short-Term Follow-Up

Sales Agent handles early-stage follow-up, continuing outreach if the customer does not respond to initial messages. This keeps momentum alive without requiring manual intervention from your team.

Long-Term Follow-Up

Long-Term Follow-Up runs for 10 days after hire, sending emails on days 1, 4, 7, and 10. It applies when:

  • The deal is open and in Engaged, Visit, or Proposal status

  • No messages have been sent or received within the configured Days of Inactivity window (default: 7 days)

  • No tasks have been completed within the same window

  • No future appointments are scheduled

Note: Long-Term Follow-Up does not apply to deals in Lead status. It is available for Internet, Campaign, Phone, and Showroom deal types (Chat is excluded).

Appointment Confirmations & Reminders

Sales Agent automatically sends appointment confirmations and reminders based on your Genius Settings:

  • Confirmation: Sent approximately 20 minutes after the appointment is created (customizable). Includes the customer's name, date, and time—with options to Reply C to Confirm or Reply R to Reschedule.

  • Reminder: Sent 1 day before the appointment via text only (customizable). Reminders are not sent by email.

Price Change Emails

When the price of a vehicle a customer is interested in changes in your inventory, Sales Agent sends an email notification the morning after the price change is registered in DriveCentric. This feature requires the Ignitify script on your store's website, an Ignitify ID in Store Settings, and Customer Portal enabled in Ignitify Settings.


Best Practices

Sales Agent kicks off every new lead with a text and email. While it handles the automation, your team should:

  • Call the customer right away to establish a voice-to-voice connection

  • Send a personalized video to build trust and drive action

Pro Tip: Mention your Sales Agent in your outreach. This creates a team-based feel and reinforces your dealership's commitment to fast, consistent service.

Example: "Hey Tyler! You may have already heard from my Sales Assistant—she's been reaching out to help answer your questions and make this as smooth as possible for you."

Need Assistance?

For assistance, reach out to your Customer Success Team using the Support Icon in the bottom-right corner of DriveCentric!

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