How Does Full Story Ai for Dealerships Work?

How Does Full Story Ai for Dealerships Work?



Full Story Ai

Full Story Ai gives you a real-time view of all dealership calls and messages in a single interface.
  1. Real-time Visibility:  Provides a single dashboard to view all customer communications, including calls and texts, in real-time. 

  2. Click-to-Call:  Enables your Employees to initiate calls directly from the platform with a simple click, streamlining the calling process and improving efficiency. 

  3. Texting:  Allows Users to send and receive text messages directly from the platform, facilitating quick and convenient communication with customers.
     

  4. Call Transcriptions and AI Summaries:  Automatically transcribes calls and generates AI summaries, providing valuable insights and streamlining the sales process with actionable data. 



How Does Full Story Ai Work?

Full Story Ai connects your CRM or DMS to your DealerPhones system, allowing your Department Users to view customer interactions in real-time, including which Department they spoke with and whether a live connection was made. 



Reading Communication History


  1. The left side menu lists every voice and text communication. sorted by Today, Yesterday, and Older.   Click the caret to expand/collapse by Today, Yesterday, and Older.  

  1. The MY tab is every customer voice and text communication to the User who Logged in.  The ALL tab is every customer voice and text communication with all employees, for the past year. 

  1. Click on the Contact number/name to expand the communication. 



Customer Communication History

The Customer Communication History is a contiguous list of all phone calls, voicemails, transcriptions, and text messages.  The most recent communication will be listed at the top. 


  1. The contact name and phone number is pulled from the CRM/DMS. 
  1. Employee name and department is listed with each communication. 
  1. Toggle between Summary and Full Transcript of the communication. 
  1. At the right of each communication is: Button to Play Recording, Download Recording, or Download the Transcript. 



Communication Types

Color formatting based on communication type on the left menu communication bar and the Customer Communication history.

 
 
  1. Green icon and green box = outbound call 
  1. Blue icon and blue box = inbound call  
  1. Yellow icon and yellow box = inbound voicemail 
  1. Red icon and red box = missed call  
  1. Closed envelope icon = outbound text 
  1. Text icon = inbound text 





The Navigation Bar allows you to search by contact name and number, including a partial match search.



Using Click-to-Call


Make an outbound call directly from the customer record in Full Story Ai by selecting the handset icon.


Send an SMS or MMS text message to the customer directly from the Full Story Ai page by selecting the Message icon.



How Do I Add a Contact?

  1. When an inbound call does not match a contact in your CRM/DMS, the phone number will appear along with an Add Contact icon to add a name. 
  2. Click the icon and a pop-up box will appear to add the Contact name.  Add the Contact name and select Submit. 
  3. Once the contact has been added an icon will appear in the upper right corner to Add the Contact to your CRM/DMS.


  4. Once the contact has been added to the CRM/DMS, the icon will change to a Copy icon.  Click the Copy icon to copy the contact and navigate to your CRM/DMS and paste the contact in the search to automatically pull up the contact record in your CRM/DMS.


How Do I Get Full Story Ai for My Dealership?

Just contact your Account Executive at 800-786-6160 for a Quote!

Prefer to contact us another way?  You can also contact us by email or by request form!
By Request: Request Form.



Need More Information About Portal and Options?

Try our Portal Guides!  Each Permission Level has a Guide specifically created for them with an interactive Table of Contents so that you may skip quickly to the relevant section. 

Admin/Manager Guides

  1. "Office Manager" Admin Guide
  2. "Advanced User" Admin Guide
  3. "Call Center Supervisor" Admin Guide
  4. "Site Manager" Admin Guide

Only have access to your own Extension?  

Your Extension has access to your VoicemailProfile SettingsExtension Routing, and more!  
  1. "Call Center Agent" Portal User Guide
  2. "Basic" User Portal User Guide

Need Information About Clarity Cellular?

Clarity Cellular allows your Employees to make and take calls on their cell phone with the need for an App.   Click here for information about Clarity Cellular: Clarity Cellular.



Want to learn more about Integration Options?

 

Give our Customer Service Team a call at 1-800-676-3995!   We are available Monday-Friday 8am-9pm EST. 

Prefer to open a Request?  Click here to open a Ticket Request!

We’re here to help you find better, easier ways to run your business.



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