Effective follow-up is crucial in converting leads into customers, and DealerAI’s REACH system, powered by our Reach AI, is designed to automate and streamline this process. By allowing dealerships to define follow-up schedules, REACH ensures timely and efficient engagement with potential customers. Here’s a simple explanation of how it works, using a few scenarios to illustrate.

Customizable Follow-Up Schedules

Dealerships can configure their own follow-up schedules within the REACH system. Below is just a sample configuration to illustrate how the process might work:

• The first follow-up is scheduled 2 hours after the initial conversation.
• The second follow-up is 4 hours after the first follow-up. (You can schedule more follow-ups if you wish, but not in this example)
• If no response is received within another 4 hours, the lead is moved from the REACH system to the dealership’s CRM.

Integration with Chat AI

These scenarios are based on the premise that Chat AI, our first AI system, has completed its task of interacting with the customer. Once Chat AI has engaged with the customer, Reach AI takes over to manage the follow-up schedule effectively. Reach AI will determine its course of action based on the conversation history and the dealer-specific follow-up schedule. The objective of the 2-AI system is to ensure that customers are engaged in an effective manner and leads are captured.

Scenario 1: No Follow-Up Needed

• 9:54 AM: Person A starts a conversation.
• 10:00 AM: Reach AI checks and determines that the conversation might not have concluded and no follow-up is needed.
• 10:30 AM: Reach AI checks and determines that the conversation has concluded. Since no follow-up is needed, the lead is sent out to the CRM.

Scenario 2: Follow-Up Needed

• 9:37 AM: Person A starts a conversation.
• 10:00 AM: Reach AI checks and determines that the conversation requires a follow-up.
• 12:00 PM: Reach AI sends the first scheduled follow-up message.
• 4:00 PM: If there’s no response, the second follow-up message is sent.
• 8:00 PM: If no response is received for another 4 hours, the lead is sent to the CRM.

Scenario 3: Follow-Up Needed, Conversation Continues

• 9:45 AM: Person A starts a conversation.
• 10:00 AM: Reach AI checks and determines that the conversation requires a follow-up.
• 10:40 AM: Person A sends another message, updating the conversation. The initial follow-up is canceled since the conversation is again active.
• 11:00 AM: Reach AI checks and determines that the conversation requires a follow-up, as no lead was sent by Chat AI.
• 1:00 PM: Reach AI sends the first follow-up message.
• 5:00 PM: If there’s no response, the second follow-up message is sent.
• 9:00 PM: If no response is received within another 4 hours, the lead is sent to the CRM.

Scenario 4: Follow-Up Needed, Conversation Continues, No Further Follow-Up Needed

• 9:42 AM: Person A starts a conversation.
• 10:00 AM: Reach AI checks and determines that the conversation requirest a follow-up.
• 12:00 PM: Reach AI sends the first follow-up message.
• 12:02 PM: Person A sends another message, updating the conversation.
• 12:30 PM: Reach AI rechecks and determines that no further follow-up is needed, and no lead is sent by Chat AI. The lead is sent to the CRM.

Conclusion

DealerAI’s REACH system ensures that each lead receives the appropriate follow-up without unnecessary delays or redundant messages. By automating these processes and allowing dealerships to define their own follow-up schedules, dealerships can focus on engaging potential customers while REACH handles the timely and efficient follow-up. This system works seamlessly following the initial engagement handled by Chat AI.