DriveCentric

Source Types Overview

Marking a message read by ignoring the conversation.

Ignoring a Conversation

Learn how to view all service leads, including OnStar leads for GM dealers, and how to close them to remove from your sidebar.

Viewing and Closing Service Leads

Starting a live room and switching between desktop and mobile.

Live Rooms

How to find your sold customers that have taken delivery.

Pulling your Delivered Customer List

How to attach an untracked email received to a customer profile.

Linking an Untracked Email to a Customer

What is genius?  Overview of the DriveCentric Artificial Intelligence (A.I.) feature.

Genius - Overview

Get the most out of your inventory search

Accessing and Navigating the Inventory Menu

Uploading Videos to the Video Library

Difference between a deal that is marked as SOLD versus a deal that is marked DELIVERED

"Sold" vs. "Delivered"

Here are some common items to review if you are having issues with your Browser and DriveCentric.

Desktop Browser Troubleshooting

Merging Customer Profiles

My videos aren't uploading from my mobile phone

Video Upload Issues

How to Update Your Google Chrome: Computer, Android, iPhone & iPad

Multi-Factor Authentication to login to DriveCentric CRM.

Multi-Factor Authentication (MFA) Login

Genius Follow-Up

How to View automotiveMastermind Private Offers in DriveCentric

automotiveMastermind, Private Incentives

automotiveMastermind, Behavior Prediction Score (BPS)

automotiveMastermind, Marketing Events

automotiveMastermind, Data Hygiene

Overview on the AI (Genius) response settings.

Genius Messaging and Response Settings

How to Prevent Your Dealership Website from Tracking Your Activity, and How to Clear Browser Storage.

Website Tracking Troubleshooting

Understanding Fumbles in DriveCentric and How to Manage Them Effectively.

Message and Lead Fumbles

Understanding the Weekly Digest in DriveCentric and How to Set It Up.

Weekly Digest

Genius

Madelyn O'Shea

Amber Burr

Information

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

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Tickets

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.