INGRID DMS

Total Calls
0
Service Calls
0
Sales Calls
0
Parts Calls
0
BDC Calls
0
Booked Appointments
0

Recent Calls

Live
Last updated: —
Date Time Call SID From Direction Department Status Language Duration Notes Recording

Upload customer list

Only phone is required. Any other CSV columns you upload can be used as merge tags in your script.

Campaign type

Script template

Available tags

Last Campaign Run

No campaign run yet.

Live Preview

No upload yet.

Rendered script

Upload a CSV to preview your script.

Selected customer

No row selected.

Current imported rows

Name Phone Language Vehicle Due Date Reason

Conversations

Conversation Thread

Select a conversation to view messages.

Send Reply

INGRID
AUTOMOTIVE INTELLIGENCE
Pinnacle Auto Group • DMS Home
Rachel Smith
Attunes Motors
Main Operating Screen
DMS Home
Customer + Vehicle 360 remains the core operating screen for every department.
Department Menu
Customer Records
Loading customer records...

Customer 360° Dashboard

Choose a department to work from a simpler dealership dashboard.
Select a customer
AI Summary
Select a customer to generate a timeline-aware summary.

Service Journey

Track one live service path across advisor, technician, parts, and accounting.
Waiting

Work Queue

Tasks

Notes

All departments Calls SMS Notes VIN Tasks Appointments More ▾
Write a note, create a task, or schedule service without leaving the operating screen.

New Appointment

Booked Appointments

No appointments loaded.
Date Time Customer Vehicle Service Advisor

Visual Scheduler

Create Task

Open Tasks

No tasks loaded.
Title Priority Status Due Action

Configuration

General

Users

Advisors

Scheduler

Twilio

Secret values are not loaded into the browser. Enter a value only to replace the current one.

AI Reception

CDK / Fortellis

Fortellis secrets should be stored in Netlify environment variables. Leave secret fields blank to keep the current secure values.

Phone Numbers

Calls and SMS from one place.
New Message
DMS Action

Create Record

Fill in the required DMS fields to continue.

Call Details
Call Details

Select a call to view details.

Internal Notes