How to Manage and Disable the Genius Feature in DriveCentric

The Genius feature in DriveCentric provides AI-powered outreach to leads and customers. However, there are various scenarios where you may want to manage or disable its functionality. This guide explains how to control Genius behavior, including time-based restrictions, customer-specific outreach controls, and administrative settings.

Overview of Genius Feature Management

Genius can be configured to suit your dealership’s specific needs. You can:

Disable Genius during specific times (e.g., business hours, after-hours, holidays).
Prevent outreach to specific lead sources.
Use administrative settings to manage Genius behavior store-wide.

Time-Based Restrictions

Disabling Genius During Business Hours

To disable Genius during business-hours, written authorization from the store’s contract signer is required. Once confirmed, Genius will not engage during these times.
Alternatively, you can enable the "Skip First Response for Business Hours" setting. This delays Genius’s initial response for 24 hours if a lead arrives during business hours. If the customer engages during this time, Genius will not reach out.

Disabling Genius After-Hours

To disable Genius after-hours, written authorization from the store’s contract signer is required. Once confirmed, Genius will not engage during these times.

Disabling Genius During Holidays

Update your dealership’s business hours to reflect holiday closures. Genius will recognize these closures and will not engage during the specified dates.

Customer-Specific Outreach Controls

Stopping Outreach to Specific Customers

Use the "Fire Genius" option in the customer’s activity feed to disable Genius for that individual lead. This ensures Genius will no longer contact the customer.
Alternatively, unsubscribe the customer from communications by selecting "Manage Subscriptions" and toggling off all options. Note: Unsubscribing affects all communications, not just Genius.

Preventing Outreach After User Engagement

If you engage with a customer from your user account, Genius will automatically stop sending messages. If outreach has already started, manually fire Genius from the customer record to stop further messages.

Using the Snooze Feature

Snooze a customer to temporarily pause Genius outreach. While snoozed, Genius will not engage until the snooze period ends or the customer is unsnoozed. This is useful for delaying outreach to a later date.

Lead Source and Deal-Specific Configurations

Excluding Specific Lead Sources

Configure Genius to exclude specific lead sources, such as "CarGurus" or "Mastermind." Ensure the lead source matches exactly as it appears in the system.
Disable the "Hire Genius for Campaign Leads" setting to prevent Genius from engaging with campaign-generated leads.

Preventing Outreach on Specific Deals

Fire Genius from a specific deal to stop automated messages. If Genius is already inactive, the "Fire Genius" button will appear greyed out.

Administrative Permissions and Settings

Store-Wide Settings

Genius settings, such as disabling outreach during business hours or for specific lead sources, are applied store-wide. Individual users cannot disable Genius for their accounts alone. Changes must be requested by an expert user with the appropriate permissions.

Preventing Duplicate Outreach

Enable the "Prevent Same Day Contact" setting to stop Genius from contacting a customer if a user has already reached out on the same day.

Conclusion

By leveraging these settings and controls, you can effectively manage the Genius feature in DriveCentric to align with your dealership’s operational needs. For further assistance, contact your account administrator or DriveCentric support.

How can I manage and disable the Genius feature in DriveCentric?