The Conversica assistant can be configured to automatically skip to follow up or stop messaging based on DealerSocket status updates. The Conversica action will occur when the lead status is applied in DealerSocket and the status update arrives in Conversica.
Below are the recommended Conversica actions for each DealerSocket status. This plan is designed to:
- Leverage your assistant's engagement to gather feedback and additional information from leads; and
- Stop engagement with leads who do not require further contact
|DealerSocket Status||Conversica Action|
|1 - Up/Contacted||Skip to Follow Up|
|2 - Store Visit||Skip to Follow Up|
|3 - Demo Vehicle||Skip to Follow Up|
|4 - Write Up||Skip to Follow Up|
|5 - Pending F&I||Stop Messaging|
|6 - Sold||Stop Messaging|
|7 - Lost||Stop Messaging|
If your assistant is not set up to take action based on the DealerSocket statuses your dealership uses or if you have questions about the way your assistant is configured to react to these statuses, please contact your Customer Success Manager for assistance.
Refer to the articles below for more information on Conversica lead actions.