> ## Documentation Index
> Fetch the complete documentation index at: https://www.carstoragesoftware.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect iMessage to the AI Assistant

> Save the agent number, verify teammate phones, and link a staff group chat in Messages.

## What you will accomplish

You will connect your facility's **AI Assistant** to a **team iMessage group chat** so staff can ask questions by text—without opening the dashboard on a computer.

When setup is complete:

* Verified teammates can text the assistant from their own phone.
* Your group chat can look up customers, cars, schedule, and parking.
* Admins can pause, resume, or unlink the group from [Settings > AI Agent](https://www.carstoragesoftware.com/dashboard/settings/ai-agent).

This guide is for **facility owners and admins**. Front-desk staff who only need to *use* the group chat should read [Use the AI Assistant in iMessage](/docs/ai-assistant/use-the-ai-assistant-in-imessage) after an admin finishes setup.

<Note>
  **Web assistant vs iMessage**

  The dashboard **[AI Assistant](https://www.carstoragesoftware.com/agent)** page and iMessage use the same brain, but they look different.

  * **Web** shows proposal cards and **Confirm All** before saving new records.
  * **iMessage** replies in short text messages. There are no on-screen cards to review.

  Both respect your team's permissions and shared facts the assistant remembers over time.
</Note>

## Before you start

* You can sign in as a facility **admin** (or someone with **AI Assistant** settings access).
* Your facility has **iMessage AI Agent** turned on by Car Storage Software support. If [Settings > AI Agent](https://www.carstoragesoftware.com/dashboard/settings/ai-agent) says **This feature is not enabled for your account yet**, contact support before you follow the steps below—there is nothing to configure until it is turned on.
* Each teammate who will text the assistant has an **iPhone or Mac with Messages** and a mobile number saved on their user profile in [Settings > Team](https://www.carstoragesoftware.com/dashboard/settings/team).
* You have (or will create) a **group chat in Messages** for your operations team—not a chat with customers.

<Frame>
  <img src="https://mintcdn.com/carstoragesoftware/JR8mbbyqpigpoy1I/images/ai-assistant/ai-agent-settings-overview.webp?fit=max&auto=format&n=JR8mbbyqpigpoy1I&q=85&s=5860064a01e51013db9abf1df695c6b7" alt="Settings AI Agent page showing step 1 Your agent's number with Copy number button" width="1440" height="900" data-path="images/ai-assistant/ai-agent-settings-overview.webp" />
</Frame>

*Open [Settings > AI Agent](https://www.carstoragesoftware.com/dashboard/settings/ai-agent). Setup follows three numbered steps from top to bottom.*

## Step 1: Open AI Agent settings

<Steps>
  <Step title="Go to Settings">
    In the dashboard sidebar, click **Settings**.

    **Why this matters:** iMessage linking is a one-time facility setup. It lives with other admin tools—not on the daily AI Assistant chat page.
  </Step>

  <Step title="Click AI Agent">
    Open [Settings > AI Agent](https://www.carstoragesoftware.com/dashboard/settings/ai-agent).

    **Expected result:** You see three numbered sections: **1 · Your agent's number**, **2 · Text the robot**, and **3 · Group chat**.
  </Step>
</Steps>

<Warning>
  **If you see “not enabled for your account”**

  That message means iMessage has not been activated for your facility yet. The web **[AI Assistant](https://www.carstoragesoftware.com/agent)** page may still work. Contact Car Storage Software support to enable iMessage for your team.
</Warning>

## Step 2: Save the agent phone number

Every teammate needs this number in their phone contacts before texting or starting a group chat.

<Steps>
  <Step title="Find 1 · Your agent's number">
    Scroll to the first section on the page. You will see a large phone number labeled **AGENT CONTACT**.

    **Expected result:** A blue **Copy number** button appears below the number.
  </Step>

  <Step title="Click Copy number">
    Click **Copy number** and save the contact in your phone as something your team will recognize, such as **Mega Speed Assistant**.

    **Why this matters:** Verification and group linking only work when texts come from phones that have messaged this exact number.
  </Step>
</Steps>

## Step 3: Verify teammate phones (Text the robot)

Each person who will use the group chat must verify their mobile number.

<Steps>
  <Step title="Scroll to 2 · Text the robot">
    This section lists teammates who already have a phone number on their profile in [Settings > Team](https://www.carstoragesoftware.com/dashboard/settings/team).

    **Expected result:** You see a card for each person. Cards may show **Invite**, **Pending**, or a green checkmark when **Verified**.
  </Step>

  <Step title="Add a phone number if someone is missing">
    If a teammate appears under **hidden — no phone number on record**, click their row and enter their mobile number in the window that opens.

    **Why this matters:** The assistant cannot verify a phone that is not on file.
  </Step>

  <Step title="Tap Invite on a teammate card">
    For anyone who is not verified yet, click their card. The card shows **Invite**.

    **Expected result:** They receive an email with instructions to text a verification code to the agent number from step 2.
  </Step>

  <Step title="Wait for Verified status">
    After the teammate sends the text from their phone, refresh the page. Their card should show a green checkmark and say **Verified**.

    **Why this matters:** Only **Verified** phones can be included in the group chat in step 4.
  </Step>

  <Step title="Select teammates for the group chat">
    Tap each **Verified** card you want in the operations group. Selected cards turn green and say **included in the group chat below**.

    **Expected result:** At least one verified teammate (usually yourself) is selected before you continue.
  </Step>
</Steps>

<Frame>
  <img src="https://mintcdn.com/carstoragesoftware/JR8mbbyqpigpoy1I/images/ai-assistant/ai-agent-team-members.webp?fit=max&auto=format&n=JR8mbbyqpigpoy1I&q=85&s=6d74598333496bdbe6f3a3bbb46fb762" alt="AI Agent settings showing step 2 Text the robot with teammate invite cards" width="1440" height="900" data-path="images/ai-assistant/ai-agent-team-members.webp" />
</Frame>

*Step 2 lists teammates with phones on file. Tap a card to send an invite email, then wait for **Verified** before selecting them for the group chat.*

<Tip>
  **Who can invite teammates?**

  Only admins (or staff with **AI Assistant** write access in [Settings > Team](/docs/settings/manage-team-permissions)) can add phone numbers and send invites. Other staff can still use a linked group chat once it is connected.
</Tip>

## Step 4: Open the group chat in Messages

The software can open Messages for you with the right people and a link code ready to send.

<Steps>
  <Step title="Scroll to 3 · Group chat">
    Read the description: one tap opens Messages with your selected verified teammates, the agent number, and a link code.

    **Expected result:** A card titled **Open in Messages** shows how many teammates you selected in step 2.
  </Step>

  <Step title="Verify your own phone first">
    If you see orange text saying **Invite yourself in step 2**, complete verification for your own card before continuing.

    **Why this matters:** The **Open group chat & send code** button stays disabled until at least one phone is verified—including yours if you are the admin setting this up.
  </Step>

  <Step title="Click Open group chat & send code">
    Click the blue **Open group chat & send code** button.

    **Expected result:** Messages opens on your phone or Mac with a pre-filled group including the selected teammates and the agent number, plus a **LINK** command ready to send.
  </Step>

  <Step title="Send the message in Messages">
    On your phone, tap **Send** in the group chat.

    **Why this matters:** The link code ties that specific group chat to your facility. Send it only in your trusted staff group.
  </Step>

  <Step title="Confirm the group is linked">
    Return to [Settings > AI Agent](https://www.carstoragesoftware.com/dashboard/settings/ai-agent) and refresh. Under **Linked chats** inside step 3, your group should appear with a green **active** badge.

    **Expected result:** Your team can now ask questions in that group chat and receive replies from the assistant.
  </Step>
</Steps>

<Frame>
  <img src="https://mintcdn.com/carstoragesoftware/JR8mbbyqpigpoy1I/images/ai-assistant/ai-agent-connect-group-chat.webp?fit=max&auto=format&n=JR8mbbyqpigpoy1I&q=85&s=7af7d02a65b69afcc7add2935028a6f2" alt="AI Agent settings step 3 Group chat showing Open in Messages card and Open group chat and send code button" width="1440" height="900" data-path="images/ai-assistant/ai-agent-connect-group-chat.webp" />
</Frame>

*Step 3 opens Messages with verified teammates and a link code. After you send the message, the group appears under **Linked chats** with an **active** badge.*

<Tip>
  **Button is gray?**

  Confirm at least one teammate is **Verified** and selected in step 2, and that you have verified your own phone if you are the person clicking the button.
</Tip>

## Pause, resume, or unlink a group

After a group is linked, admins see **Pause**, **Resume**, and **Unlink** buttons on each row under **Linked chats**.

| Button | What it does | When to use it |
| - | - | - |
| **Pause** | Stops the assistant from auto-replying | During a meeting, maintenance, or when you are testing something else |
| **Resume** | Turns auto-replies back on | After a pause |
| **Unlink** | Disconnects the group from your facility | When you retire an old group chat or linked the wrong chat by mistake |

**Expected result after Unlink:** The group no longer appears as active. You can link a different group by repeating step 4.

<Frame>
  <img src="https://mintcdn.com/carstoragesoftware/JR8mbbyqpigpoy1I/images/ai-assistant/ai-agent-linked-groups.webp?fit=max&auto=format&n=JR8mbbyqpigpoy1I&q=85&s=522842e1ea82d6ef06a9981799ed40c8" alt="Linked group chats section showing an active team group with Pause and Unlink buttons" width="1440" height="900" data-path="images/ai-assistant/ai-agent-linked-groups.webp" />
</Frame>

*After linking, each group shows under **Linked chats** with **active** status and admin controls.*

<Note>
  **No Linked chats section yet?**

  Before you send the link code, step 3 only shows **Open in Messages** with a **Not linked** badge. That is normal. Complete step 4 first—the **Linked chats** list appears after the agent joins your group.
</Note>

## Troubleshooting

### Open group chat & send code is grayed out

Your phone is not **Verified** yet, or no verified teammate is selected in step 2. Complete the invite flow and select at least one green **Verified** card.

### The group never shows as linked

* Confirm you tapped **Send** in Messages after the app opened the group.
* Confirm the sender's phone is **Verified** in step 2.
* Click **Open group chat & send code** again if the previous link code expired.

### A teammate cannot get Verified

Check that their mobile number is correct in [Settings > Team](https://www.carstoragesoftware.com/dashboard/settings/team). They must text from the same phone listed on their profile.

### I linked the wrong group

Click **Unlink** on that row under **Linked chats**, then repeat step 4 with the correct group.

## What to do next

* [Use the AI Assistant in iMessage](/docs/ai-assistant/use-the-ai-assistant-in-imessage) — teach your team what to ask and how replies work.
* [Manage team memory for the AI Assistant](/docs/ai-assistant/manage-team-memory-for-the-ai-assistant) — help the assistant remember facility rules.
* [Manage team permissions](/docs/settings/manage-team-permissions) — turn on **AI Assistant** for staff who need the web page or settings.
* [AI Assistant overview](/docs/ai-assistant/overview) — compare web and iMessage workflows.


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