Prospect Agent is a marketing-focused AI agent that works your existing customer database to re-engage customers who do not have an open deal. Using lifecycle signals—like lease-end timing, equity positions, high interest rates, and prior stalled activity—Prospect Agent delivers timely, personalized outreach that converts cold or dormant customers into warm, sales-ready leads.
With Prospect Agent, your dealership can:
Automatically reactivate customers with no open deal using lifecycle and behavioral triggers
Surface new sales and service opportunities from your dormant database
Engage website visitors through InSite integration while interest is still fresh
Create and launch targeted custom campaigns to specific customer segments
Formerly Part of AIM: Prospect Agent was previously part of Augmented Intelligence Marketing (AIM). It is now a standalone product, independent of any other feature.
Requirements
Prospect Agent is an independent, standalone product. For dashboard visibility, the Dashboards permission must be enabled for the user.
How Prospect Agent Works
Prospect Agent reaches out to customers who do not have an open deal. It does not require internal CRM activity (tasks, notes, proposals) to trigger, and it is not blocked by that activity either.
Unresponsive customers receive a maximum of 2 reach outs per year
Prospect Agent respects unsubscribed settings from the Customer Contact Card
Prospect Agent will not contact customers on deals in Snoozed or Sold status
Prospect Agent will not contact anyone with recent communication activity (text, email, or new deal) within the past 30 days
When Prospect Agent generates a lead, it appears in the sidebar and on the customer's timeline:
Sales Leads are sourced as Campaign: DriveCentric / AIM and require a manual action to remove from the sidebar
Service Leads are sourced as Service / DriveCentric / AIM and display a "Mark Complete" button for removal
Outreach Triggers
Prospect Agent uses the following lifecycle signals and timing-based triggers to identify and reach the right customers at the right time:
Lapsed Engagement: Reawakens conversations with customers who have gone quiet
Lease Ending in 90 Days: Introduces early awareness and positions the dealership as a proactive partner
Lease Ending in 60 Days: Builds momentum by presenting next-step options as the lease decision approaches
Lease Ending in 30 Days: Drives urgency at decision time, converting expiring leases into appointments
Equity Check-in: Opens value-driven conversations by surfacing a customer's current equity position
High Interest: Targets customers likely impacted by high interest rates, opening doors to refinance or payment-improvement discussions
InSite Customers: Engages customers who recently browsed the dealership's website while interest is fresh
Dead Deal 3 Months Ago: Rekindles recently stalled deals before interest fades or competitors re-enter
Dead Deal 6 Months Ago: Reopens long-dormant opportunities with value and timing-based reasons to re-engage
Three+ Delivery Anniversary: Reconnects with long-tenured owners around trade-in, upgrade, or service retention
Targeted Custom Campaigns: Powers focused outreach through custom audience segmentation
What to Expect After Enabling
Important: After enabling Prospect Agent, allow at least 24 hours before expecting outreach to begin. Prospect Agent analyzes your database before sending the first messages—no outreach occurs on the day of activation.
Once active, Prospect Agent Follow-Ups will appear in the sidebar, summarizing the action needed. A Follow-Up is removed once a user attempts to contact the customer via call, text, or email. Anyone on your team clearing a follow-up removes it for the entire store.
Need Assistance?
For assistance, reach out to your Customer Success Team using the Support Icon in the bottom-right corner of DriveCentric!