The Agents step sets up the names and behavior of the AI agents that will text and email your customers.
Agent Name does not need to match a real employee at your dealership. Pick something that fits your dealership's voice and personality. Customers will see this name in texts and emails, so it is worth a little thought, but it is not a permanent, unchangeable decision.
Under AI Settings, you are deciding what your AI Agent says and does on your behalf. You just brought this agent onto the team, so think of this step like training a new hire: what should the agent handle, and how should the agent sound while doing it? These toggles apply to every active agent, so take the time to get this right from the start.
Additional Resources: