> ## 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.

# Use the AI Assistant in iMessage

> Ask your facility assistant questions from a team group chat in Messages and read short, helpful replies on your phone.

## What you will accomplish

You will use your facility's **team iMessage group chat** to ask the AI Assistant everyday questions—schedule, parking, customer lookups, and more—right from your phone.

You do **not** need to open the dashboard for quick answers during a phone call or while walking the lot.

<Note>
  **Admins: set up the group chat first**

  If your facility has not connected iMessage yet, an owner or manager must complete [Use the AI Assistant from iMessage](/docs/ai-assistant/use-the-ai-assistant-from-imessage) (or [Connect iMessage to the AI Assistant](/docs/ai-assistant/connect-imessage-to-the-ai-assistant)) before staff can text the assistant. This guide assumes the group is already linked.
</Note>

## When to use iMessage vs the web assistant

<Info>
  **Use iMessage** when you are away from a computer, on the lot, or already texting with your team in the group chat.

  **Use the web [AI Assistant](https://www.carstoragesoftware.com/agent)** when you need **proposal cards** to review new customers, cars, or appointments before saving—or when you want links that open straight to a dashboard page.
</Info>

<Note>
  **Setup must happen first**

  An admin must connect the group chat before this works. If your group never gets replies, ask an admin to follow [Connect iMessage to the AI Assistant](/docs/ai-assistant/connect-imessage-to-the-ai-assistant).
</Note>

## Before you start

* Your phone shows a green checkmark under **2 · Text the robot** on [Settings > AI Agent](https://www.carstoragesoftware.com/dashboard/settings/ai-agent) (ask an admin if you are unsure).
* You are in the **correct team group chat** in Messages—not a chat with a customer.
* You know at least one detail to make the question clear: customer name, car, date, or spot number.
* You understand that replies are **helpful drafts**—double-check important times and amounts before promising a customer.

## How replies look in the group chat

Unlike the web assistant, iMessage answers appear as **regular text bubbles** in the group—not cards on a dashboard page.

* There are **no proposal cards** or **Confirm All** button in Messages.
* Replies are usually **short** so they are easy to read on a phone.
* The assistant may ask a **follow-up question** if your message was missing a name, date, or VIN.
* For changes that affect customers or money, the assistant may ask you to **confirm in plain language** before it acts.

<Tip>
  **Same brain, different screen**

  The information is the same whether you ask on the web or in your team group chat. The web [AI Assistant](https://www.carstoragesoftware.com/agent) shows rich cards and links. iMessage shows a **plain-text summary** of the same answer. Use the screenshot below as a reference for the type of answer you will see as a text bubble on your phone.
</Tip>

<Frame>
  <img src="https://mintcdn.com/carstoragesoftware/JR8mbbyqpigpoy1I/images/ai-assistant/ai-assistant-call-lookup-cards.webp?fit=max&auto=format&n=JR8mbbyqpigpoy1I&q=85&s=f576b8277ac5c5a8705d517dd0490cb6" alt="Web AI Assistant showing customer, vehicle, and appointment cards after a lookup—the same facts appear as a short text reply in iMessage" width="1440" height="900" data-path="images/ai-assistant/ai-assistant-call-lookup-cards.webp" />
</Frame>

*On the web, lookups often show cards you can scan quickly. In iMessage you get the same facts as a short message—read it carefully before you repeat details to a customer on the phone.*

<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 iMessage AI Agent feature description and team setup cards" width="1440" height="900" data-path="images/ai-assistant/ai-agent-settings-overview.webp" />
</Frame>

*Staff do not set up iMessage on this page—that is an admin job. Once the feature is enabled, your admin adds verified phone numbers and links a team group chat here.*

<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 step 2 Text the robot showing teammate invite and verified phone cards" width="1440" height="900" data-path="images/ai-assistant/ai-agent-team-members.webp" />
</Frame>

*Ask an admin to confirm your card in **2 · Text the robot** shows a green checkmark (**Verified**) before you expect replies in the group chat.*

<Warning>
  **Keep customer chats separate**

  Do **not** add customers to the assistant group chat. This group is for **staff only**. Customer texts and emails still go through [Inbox](https://www.carstoragesoftware.com/dashboard/inbox).
</Warning>

## Good questions to ask in the group chat

Use the same plain-English style as the web assistant.

### Schedule and appointments

* What's on the schedule today?
* What appointments does Alex Morgan have this week?
* Is there a drop-off scheduled for the Porsche 911 tomorrow?

**Expected result:** A list of upcoming visits with times. Before you promise a customer on the phone, confirm on [Schedule](https://www.carstoragesoftware.com/dashboard/schedule) if the answer is critical.

### Parking

* How many parking spots are available?
* Where is the 2017 Lamborghini Huracan parked?
* Is spot A1 open?

**Expected result:** Availability counts or a spot name. If the map is wrong in real life, update [Parking Spots](https://www.carstoragesoftware.com/dashboard/parking-spots)—the assistant reads what your team entered.

### Customer and vehicle lookups

* Look up Alex Morgan's cars.
* Find the car with plate NORTH1.
* Show me the 1995 Porsche 911.

**Expected result:** Vehicle details and owner name. If the wrong person appears, send the **full name**, email, or VIN in a new message.

### Billing and documents (if you have access)

* Does Alex Morgan have any open invoices?
* What contracts are waiting for signature?

**Expected result:** A summary you can read quickly. Open [Payments](https://www.carstoragesoftware.com/dashboard/payments) or the customer record before quoting dollar amounts. See [Ask about billing, contracts, and alerts](/docs/ai-assistant/ask-about-billing-contracts-and-alerts).

<Frame>
  <img src="https://mintcdn.com/carstoragesoftware/JR8mbbyqpigpoy1I/images/ai-assistant/ai-assistant-billing-invoice-lookup.webp?fit=max&auto=format&n=JR8mbbyqpigpoy1I&q=85&s=8bee9ca6477312bebbc794d12c53f0f9" alt="Web AI Assistant showing an invoice lookup reply for Alex Morgan—the same question works in your team iMessage group" width="1440" height="900" data-path="images/ai-assistant/ai-assistant-billing-invoice-lookup.webp" />
</Frame>

*The web assistant shows the same kind of billing summary you will see as a text reply in your group chat. Always verify totals in [Payments](https://www.carstoragesoftware.com/dashboard/payments) before you tell a customer what they owe.*

## Write clear messages

<Steps>
  <Step title="Say what you need first">
    Start with the job: look up, check, find, or list.

    **Good:** Look up Alex Morgan's cars.
    **Hard to answer:** Alex Morgan?
  </Step>

  <Step title="Add one specific detail">
    Include a full name, vehicle, date, or spot number.

    **Why this matters:** Many customers share last names. Extra detail prevents mix-ups.
  </Step>

  <Step title="Send one topic at a time">
    Ask about one customer or task per message when possible.

    **Expected result:** Faster, clearer replies for everyone reading the group chat.
  </Step>
</Steps>

## When the assistant asks you to confirm

For sensitive actions—canceling an appointment, sending a contract, or changing billing—the assistant may reply with a question such as “Should I go ahead?”

<Steps>
  <Step title="Read the full message">
    Make sure you understand which customer, car, and action the assistant means.
  </Step>

  <Step title="Reply clearly">
    Answer **yes** or **no** in plain language. Add corrections if something looks wrong.

    **Why this matters:** In iMessage there is no **Confirm All** screen. Your written yes or no is the confirmation step.
  </Step>

  <Step title="Open the dashboard for high-stakes work">
    For voiding invoices, changing payment methods, or deleting records, use the normal dashboard pages instead of the group chat.
  </Step>
</Steps>

<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="AI Agent settings Linked group chats section showing active group status with Pause and Unlink buttons" width="1440" height="900" data-path="images/ai-assistant/ai-agent-linked-groups.webp" />
</Frame>

*Admins can **Pause** a linked group when you want messages to stay in the thread but the assistant should stop replying—for example during a staff meeting.*

## What iMessage cannot do as well as the web page

* **Review proposal cards** before creating customers, cars, and appointments—use [Prepare work with the AI Assistant](/docs/ai-assistant/prepare-work-with-the-ai-assistant) on the web instead.
* **Open dashboard pages** with a **Go now** button—copy details from the text reply and open the app yourself.
* **Send customer texts or emails**—draft wording in the group if helpful, but always send from [Inbox](https://www.carstoragesoftware.com/dashboard/inbox).

## Troubleshooting

### The assistant never replies

* Confirm the group is **active** in [Settings > AI Agent](https://www.carstoragesoftware.com/dashboard/settings/ai-agent) (ask an admin).
* Confirm your phone is **Verified**.
* Check whether an admin **Paused** the group.

### The answer mentions the wrong customer

Send a follow-up with the full name, email, or VIN. Do not use a wrong answer for customer promises or billing.

### Times look wrong

Your facility time zone lives in [Settings > General](https://www.carstoragesoftware.com/dashboard/settings/general). Compare important appointments on [Schedule](https://www.carstoragesoftware.com/dashboard/schedule).

### I need to create a new customer and car

Use the web [AI Assistant](https://www.carstoragesoftware.com/agent) with [Prepare work with the AI Assistant](/docs/ai-assistant/prepare-work-with-the-ai-assistant) so you can review cards before saving—or enter records manually in [Contacts](https://www.carstoragesoftware.com/dashboard/contacts) and [Cars](https://www.carstoragesoftware.com/dashboard/cars).

## What to do next

* [Ask about schedule, parking, and records](/docs/ai-assistant/ask-about-schedule-parking-and-records) — more examples for the web assistant that also work in iMessage.
* [Manage team memory for the AI Assistant](/docs/ai-assistant/manage-team-memory-for-the-ai-assistant) — facts admins add so every chat stays consistent.
* [Use the AI Assistant](/docs/ai-assistant/use-the-ai-assistant) — voice, typing, and navigation on the web page.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.