What you will accomplish

You will learn how to ask the AI Assistant for information that already lives in your facility records—today's schedule, open parking spots, and customer or vehicle details—without clicking through several dashboard pages.

When to use this guide

Use this guide when a staff member needs a quick answer, such as:

• “What is on the schedule today?”
• “How many parking spots are open?”
• “Look up Alex Morgan's cars.”
• “Where is the 1995 Porsche 911 parked?”

These are lookup questions. The assistant shows information for you to review. It does not change records until you confirm a proposal (see Review AI proposals).

Before you start

• Sign in as a staff member with access to the area you are asking about (Schedule, Parking Spots, Cars, or Contacts).
• Know at least one specific detail: customer name, vehicle year/make, license plate, VIN, or date.
• Plan to open the related dashboard page if you need to edit a record after the lookup.

Ask about today's schedule

1. Open AI Assistant

   Go to AI Assistant.

2. Ask in plain language

   Type or say: What's on the schedule today?

   You can also tap the suggested chip What's on the schedule today? on the start screen.

3. Read the answer

   The assistant lists upcoming appointments and events. Check customer names, vehicles, and times.

Expected result: You see today's work in the chat. If something looks wrong, open Schedule and compare.

Ask about parking availability

1. Ask a clear parking question

   Examples:

   • How many spots are available?
   • Is spot 47 open?
   • Where is the Huracan parked?
2. Check spot and vehicle names

   Make sure the spot number or vehicle matches your Parking Spots floor plan.

Expected result: The assistant reports availability or the spot tied to a vehicle. Use Parking Spots to assign or move a car if plans change.

Look up a customer or vehicle

1. Use the customer's name

   Example: Look up Alex Morgan's cars.

2. Add vehicle details if needed

   If several customers share a last name, add more detail:

   • full name
   • email address
   • year, make, and model
   • VIN or license plate
3. Open linked results

   When the assistant shows cards or links, open the customer or car page to continue normal work.

Expected result: You see the correct customer and their vehicles. If the wrong person appears, reply with more detail or search in Contacts directly.

When the assistant offers to open a page

Sometimes the assistant finishes a lookup and offers to take you to a dashboard page.

1. Watch for the navigation bar

   A bar may appear at the bottom with a short countdown (for example, Navigating 5s).

2. Choose what to do
   • Go now — open the page immediately.
   • Cancel — stay in the chat if you are not ready to leave.

Expected result: You land on the right page—such as Cars, Contacts, or Schedule—when you choose to go.

Troubleshooting

The assistant says it does not have permission

Your staff role may not include that part of the dashboard. Ask a team admin to review permissions in Settings > Team.

The answer mentions the wrong customer

Do not use that answer for customer messages or billing. Ask again with the full name, email, or VIN, or look up the record manually.

Nothing is scheduled but you expected appointments

Confirm the event is on Schedule and that your facility time zone is correct in Settings > General.

What to do next

• Prepare work with the AI Assistant when you want the assistant to draft new customers, cars, or appointments.
• Use the AI Assistant for voice input, follow-up questions, and message drafts.