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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.

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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 2017 Lamborghini Huracan 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).
Lookups vs creating new records
Wait for the full answerAfter you send a question, you may see animated dots for a few seconds while the assistant works. Let the answer finish before you act on it—or use the stop button if you typed the wrong name. See Use the AI Assistant.

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On a customer phone call (quick scripts)

These short questions work well while a customer is on the line. Type them on the start screen or speak them if your microphone is allowed.
Confirm before you promiseThe assistant gives fast answers, but important promises—appointment times, spot numbers, invoice amounts—should be double-checked on Schedule, Parking Spots, or Payments before you tell the customer “yes” for certain.

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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.
  • Start New Chat for each unrelated customer or task.
  • Plan to open the related dashboard page if you need to edit a record after the lookup.

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Ask about today’s schedule

1

Open AI Assistant

Go to AI Assistant. Click + New Chat if you are continuing an old conversation about someone else.
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.Why this matters: The assistant reads the same schedule your team sees on Schedule.
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.
AI Assistant start screen with plus New Chat button, voice orb, and suggested question chips for schedule and parking
The start screen shows + New Chat in the left sidebar and helpful chips such as What’s on the schedule today? and How many spots are available? Tap a chip or type your own question in Type a message….
AI Assistant showing a response about today's scheduled appointments and events
Schedule questions work best when your team already keeps Schedule up to date.

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More schedule questions you can ask

  • What appointments does Alex Morgan have this week?
  • Is there a drop-off scheduled for the Porsche 911 tomorrow?
  • What is on the schedule for Friday?

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Ask about one customer’s week

1

Start New Chat

Open AI Assistant and click New Chat when you are asking about a specific person—not a general “today” question.
2

Use the customer's full name

Example: What appointments does Alex Morgan have this week?Expected result: The assistant lists that customer’s upcoming visits with dates, vehicles, and status. Compare times to Schedule before you promise anything on the phone.
AI Assistant listing Alex Morgan's upcoming appointments for the week
Customer-specific schedule questions show visits for that person only. Always double-check on Schedule before you confirm a time on the phone.

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Ask about parking availability

1

Start a clear parking question

Open New Chat or continue only if you are still talking about the same vehicle.Examples:
  • How many spots are available?
  • Is spot A1 open?
  • Where is the 2017 Lamborghini Huracan parked?
2

Match names to your floor plan

Compare spot numbers and vehicle names to Parking Spots.Why this matters: The map is only helpful when spot names in the app match signs in your building.
3

Assign or move in Parking Spots if needed

If a car moved in real life but the map is wrong, update the spot in Assign a parking spot—the assistant does not move cars for you during a simple lookup.
AI Assistant answering a question about available parking spots
Parking answers reflect assignments on your Parking Spots map. Expected result: The assistant reports availability or the spot tied to a vehicle.

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Common parking mistakes

Spot number vs zoneIf your facility uses zones for flexible areas, ask about the zone name or the specific spot. Example: Is Main Storage full?

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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.
AI Assistant conversation showing vehicles linked to a customer lookup
Record lookups show names and vehicle details so you can confirm you found the right person before opening their page. Expected result: You see the correct customer and their vehicles. If the wrong person appears, reply with more detail or search in Contacts directly.

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Vehicle-only lookup

You can start with the car instead of the owner. Examples that work well when your records use demo-style data:
  • Look up VIN ZHWUR2ZF4HLA07743.
  • Find the car with plate NORTH1.
  • Show me the 2017 Lamborghini Huracan.
  • Where is the 1995 Porsche 911 parked?
Expected result: The assistant shows the vehicle and may offer to open the Cars record.

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Look up invoices or open Inbox threads (when you have access)

If your staff role includes Payments or Inbox, you can ask short lookup questions there too. For step-by-step examples and verification habits, read Ask about billing, contracts, and alerts.
  • Invoices: “Does Alex Morgan have any open invoices?” or “Find invoice for the Huracan.”
  • Inbox: “Show recent messages from Alex Morgan.”
Money and messages need extra careTreat invoice totals and customer messages as draft answers. Open Payments > Invoices or Inbox to confirm before you quote an amount or reply to a customer.

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When the assistant offers to open a page

Sometimes the assistant finishes a lookup and offers to take you to a dashboard page. A bar may appear at the bottom with a short countdown and buttons Go now and Cancel.
Navigation is always your choiceIf you only needed a quick answer for a phone call, tap Cancel and stay in the chat. If the assistant opens a page without asking, use your browser Back button or return to AI Assistant from the sidebar.
1

Watch for the navigation bar

A bar may appear at the bottom with a short countdown and buttons Go now and Cancel.
2

Choose what to do

  • Go now — open the page immediately.
  • Cancel — stay in the chat if you are not ready to leave.
If you do nothing, the countdown may open the page automatically when it reaches 0. Use Cancel when you only needed the answer for a phone call.
Navigation bar at the bottom of AI Assistant with Go now and Cancel
Navigation is optional. Stay in the chat when you only needed a quick answer for a phone call. Expected result: The assistant lands on the right page—such as Cars, Contacts, or Schedule—when you choose to go.

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Phone-friendly questions you can copy

When a customer is on the phone, these short questions work well. Replace the names with your real customer and vehicle records from Contacts.
  • What’s on the schedule today? — see today’s appointments without opening the calendar filters.
  • Look up Alex Morgan’s cars. — list vehicles tied to one customer.
  • Where is the 2017 Lamborghini Huracan parked? — find a spot when the customer asks where their car is.
  • How many parking spots are available? — quick capacity check before you promise a new arrival.
  • What appointments does Alex Morgan have this week? — one customer’s upcoming visits.
Always verify before you promiseThe assistant reads the same records your team maintains. If Schedule or Parking Spots is out of date, the answer will be too. For important promises (“Yes, you are booked at 2pm”), confirm on the calendar or car record before you hang up.

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Troubleshooting

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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.

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The assistant says it cannot find a customer

Try the customer’s full name as it appears in Contacts. Add an email address or phone number if several people share a last name. You can also search manually on Contacts or Cars.

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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.

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Nothing is scheduled but you expected appointments

Open Schedule and compare. The assistant reads the same calendar your team maintains. If the calendar shows work but the assistant does not, refresh the chat and ask again—or use Schedule directly on event day.
Double-check on the calendarFor important promises on the phone (“Yes, you are booked at 2pm”), always confirm on Schedule or the customer’s record before you hang up.
Confirm your facility time zone in Settings > General if times look wrong.

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Parking shows open but the spot has a car

The map may be out of date. Walk the lot and update Parking Spots, then ask again.
Also available on iMessageSome facilities connect a team group chat so staff can ask the same kinds of lookup questions from their phones. Setup is in Use the AI Assistant from iMessage. Creating new records still happens in the dashboard with proposal cards.

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What to do next