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How-to guides for Car Storage Software

Practical guides for setting up your facility, managing cars and customers, and running day-to-day operations.

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AI Assistant

Use the AI Assistant from iMessage

Find the right guide for setting up or using the AI Assistant through a team iMessage group chat.

What you will accomplish

You will find the right step-by-step guide for your role: setting up iMessage for your facility, or using the assistant from a team group chat on your phone.

Which guide should I read?

  1. I need to set up iMessage for my facility

    You are an owner, admin, or manager connecting a team group chat for the first time.

    Start here: Connect iMessage to the AI Assistant

    Expected result: Verified team members, a linked group chat, and active status on Settings > AI Agent.

  2. My facility is already set up—I want to text questions

    Your admin already linked a group chat and you have a Verified phone number.

    Start here: Use the AI Assistant in iMessage

    Expected result: You can ask schedule, parking, and customer lookup questions from your iPhone and get short replies in the group chat.

  3. I need to add shared rules the assistant should remember

    After iMessage is connected, admins can save team-wide facts (for example, pickup notice requirements).

    Start here: Manage team memory for the AI Assistant

Quick comparison

I need to…Read this guide
Add team members, verify phones, generate a link codeConnect iMessage to the AI Assistant
Ask today's schedule or look up a customer from my phoneUse the AI Assistant in iMessage
Review proposal cards before saving new recordsAI Assistant on the dashboard — iMessage is for lookups, not proposal cards
Send a message to a customerInbox — the assistant does not text customers from iMessage

How iMessage fits with the dashboard assistant

Think of two doors into the same brain:

Where you workBest forNot for
AI Assistant on a computerProposal cards, voice, long drafts, creating recordsQuick questions while walking the lot
Team iMessage group on your phoneFast lookups: schedule, parking, customer carsSaving new customers or appointments without review
InboxTexts and emails to customersStaff-only questions
Settings AI Agent page showing a linked staff group chat with active status
After setup, [Settings > AI Agent](/dashboard/settings/ai-agent) shows your linked group and status (**active** or **paused**). Staff text questions in that group; replies stay inside your team chat.
Settings AI Agent page showing step to connect a staff group chat with a link code
Admins connect a **staff-only** iMessage group on [Settings > AI Agent](/dashboard/settings/ai-agent). Staff never text customers from this group—the assistant replies inside your team chat only.

This is different from texting customers

iMessage connects your staff team to the assistant. Customer texts still flow through Inbox. The assistant does not send messages to customers from a group chat.

What iMessage is good for

  • What's on the schedule today?
  • How many parking spots are available?
  • Look up Alex Morgan's cars. (use a real name from Contacts)
  • Where is the 2017 Lamborghini Huracan parked?

For more example questions, see Ask about schedule, parking, and records.

What iMessage cannot do

Do not rely on iMessage alone for:

  • Creating new customers, cars, or appointments (use dashboard proposal cards—see Prepare work with the AI Assistant)
  • Finalizing invoices, quotes, or payments (use Payments)
  • Sending contracts or customer messages (use Inbox)
  • Voiding or deleting important records

Troubleshooting

The page says the feature is not enabled

Your facility needs the iMessage AI Agent turned on at the platform level. Contact Car Storage Software support. You can still use AI Assistant in the dashboard.

Settings AI Agent page when iMessage is enabled, showing the agent phone number and setup steps
When iMessage **is** enabled, you see numbered steps starting with **1 · Your agent's number**. If you instead see **not enabled for your account yet**, contact support before following the setup guide.

I am staff and the group chat does not reply

Ask an admin to confirm your phone is Verified, you are in the linked group, and the group status is active (not paused). See Connect iMessage to the AI Assistant.

Answers look wrong

Verify in Contacts, Cars, Schedule, or Parking Spots before you act on a text reply.

What to do next