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AIM - Augmented Intelligence Marketing

The AIM Dashobard

Genius avatar
Written by Genius
Updated over a week ago

Overview

Augmented Intelligence Marketing (AIM) works quietly in the background to keep your dealership top of mind with customers—without adding work for your team. AIM proactively engages customers at the right time, with the right message, to build loyalty, revive stalled opportunities, and generate new sales and service opportunities.

What AIM does behind the scenes

AIM continuously analyzes your customer database to determine who to engage, when to engage them, and how to keep the conversation natural and relevant.

AIM uses:

  • Existing customer data in DriveCentric

  • Prior customer communication (texts, emails, conversations, and notes)

    • Reviewing past notes can be disabled by reaching out to your support team

  • Deal activity and engagement history

  • Buying cycles and behavioral signals

AIM does not randomly blast customers. Every message is context-aware and timing-driven.


AIM Dashboard

Where to find the AIM Dashboard

To access AIM:

  1. Click the Dashboards icon in the top menu bar

  2. Select AIM Dashboard

Important:

After AIM is enabled, it can take up to 24 hours for AIM to fully analyze your customer database before sending its first customer communication.

Understanding the AIM Dashboard

The AIM Dashboard gives you visibility into what AIM is doing, who it’s engaging, and where human follow-up is needed.

AIM Dashboard header

At the top of the dashboard you’ll see a message like:

“Hi! I’m your Genius. I’m currently analyzing X customers.”

  • Customers Analyzing = customers AIM is actively monitoring to determine future engagement timing

  • These customers may not be contacted immediately—AIM is waiting for the right moment

To the right of the header is the date picker. This will be defaulted to the last 30 days but can be adjusted by clicking and choosing another timeframe.


AIM Outcomes

Each segment represents a different outcome or action created by AIM.

Sales Leads

Sales opportunities created directly by AIM engagement.

  • AIM reached out

  • Customer engaged

  • Engagement resulted in a sales lead

  • Lead appears under Leads on the Notification bar for review and action

Service Leads

Service opportunities created by AIM engagement.

  • Customer responded with service-related intent

  • Lead appears under Service on the Notification bar for review and action

Brand Ambassador

Customers AIM is actively engaging to maintain long-term loyalty.

  • No immediate sales or service intent

  • Ongoing, relationship-focused conversations

  • Designed to keep your dealership top of mind

Follow-Ups

Customers who responded to AIM but require user review or action.

  • May include questions, future intent, or clarification requests

  • Appears under the Genius Follow-Up on the Notification bar

  • Cleared once you attempt to contact (call, text, or email) or you Ignore

Revived

Previously open deals that had gone quiet—but AIM successfully re-engaged.

  • AIM restarted the conversation

  • Customer responded

  • Deal is active again

Future Follow-Ups

Customers who asked AIM to follow up at a later time.

Examples:

  • “Check back with me in August”

  • “Let’s talk next year”

AIM automatically schedules the follow-up and handles it for you.

Appointment / Visit / Delivered / Service RO

Customers appear in the appropriate segment when that specific action occurs, such as:

  • An appointment is scheduled

  • A showroom visit happens

  • A vehicle is delivered

  • A service RO is opened

This applies to:

  • AIM-created leads, or

  • Non-AIM deals when all of the following are true:

    • AIM sent a message

    • The customer engaged with AIM

    • An appointment, visit, delivery, or service RO occurred

These segments highlight real outcomes directly influenced by AIM engagement.


Activity & performance insights

The AIM Dashboard also includes:

Hourly Activity

  • Number of AIM messages sent by hour

  • Helps identify engagement patterns

Graph: Personal Touchpoints

  • Total AIM messages sent over time

  • Visual indicator of ongoing engagement


Live Assists

  • 48-hour count of active AIM conversations

  • Shows where customers are currently engaging


What AIM will and won’t do

AIM will:

  • Respect customer opt-out preferences

  • Follow CRM unsubscribe rules

  • Avoid Snoozed and Sold deals

  • Remove Follow-Ups once a user attempts contact

AIM will not:

  • Replace your sales or service team

  • Spam customers

  • Contact customers outside approved engagement rules


AIM Campaigns

AIM Campaigns allow you to proactively generate targeted outreach at scale.

👉 Learn more about AIM Campaigns:


In short

AIM is your always-on engagement engine:

  • Keeps customers warm

  • Revives lost momentum

  • Creates sales and service opportunities

  • Works quietly in the background—until it’s time for your team to step in

Need Assistance?

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

AIM or Augmented intelligence marketing is designed to work behind the scenes, proactively engaging with your customers to promote customer loyalty and drive repeat business. The specialized algorithm uses existing customer data along with previous customer communication and user notes to drive customer engagement.

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

NOTE: Please be advised that it will take up to 24 hours for AIM to fully analyze your customer database before sending the first customer communication.

  • Sales Leads- Sales opportunities created by AIM engagement

  • Service Leads- Service opportunities created by AIM engagement

  • Brand Ambassador- Customers that AIM is currently engaging on behalf of the dealership to keep engagement and create brand (dealership) loyalty.

  • Follow-Ups- Follow-ups from AIM engagement that do not classify as Sales or Service Leads requiring user review

  • Revived - Open deals that have previously lost engagement that AIM has re-engaged

  • Future Follow-Ups- Future Scheduled Follow-Ups by AIM based on conversation flow with customers. For example, a customer requests to follow up in August.

  • Appointment/Visit/Delivered/Service RO - Customers will show on an AIM created lead where an appointment/visit/delivery/service RO occurred OR on a non AIM source deal if the following events occur in this order:

    • AIM sent a message

    • Customer engaged with AIM message

    • appointment/visit/delivery/service RO occurred

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