Genius Follow-Up, located on the left-hand sidebar, provides you with a summarized suggestion of the next steps to take with the customer. These suggestions are created as a result of the interaction between Genius/AIM and the customer and help give you visibility into key insights that Genius has extracted throughout the conversation.
Genius Follow-Up is triggered by two general cases:
If the customer asks any question that Genius does not have the answer to
If Genius tells the customer that a salesperson or service advisor will be following up with them
Examples of specific use cases that result in a Genius Follow-Up are:
The customer states they already purchased a vehicle.
The customer asks for an update on a purchase or order.
The customer is concerned about their credit.
The customer asks to reserve a vehicle.
The customer asks about complimentary services.
The customer asks not to be contacted.
The customer asks about specific finance options, such as a down payment.
The customer requests a phone call, pictures, or videos.
The customer states they would like to sell their vehicle.
The customer asks about specific vehicle options.
On Mobile
Where to Find It
Open the DriveCentric mobile app
Tap the Genius Follow-Up icon in the notification bar (between Leads and Unreplied)
The icon will show a badge count for open follow-ups
What You’ll See
Each follow-up includes:
Customer name and profile image
Time since follow-up was created
Genius’s recommended action
Sorted by newest first.
Actions You Can Take
Tap into any follow-up to:
Reply – Use Genius-generated messaging or write your own
Ignore – Swipe left (iOS) or press/hold (Android) to remove it
Unsubscribe – Stop Genius from texting or emailing the customer
Kill Deal – Mark the deal dead
Genius Summary is shown when you tap in — with action buttons and editable responses.
Access Info
Only available if “Use Genius Q&A” is enabled in Store Settings
Users see only the customers they have access to
Ignoring a follow-up removes it for everyone on that customer
Need Assistance?
For assistance, reach out to your Customer Success Team using the Support Icon in the bottom-right corner of DriveCentric!