> ## 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. # Review AI proposals > Check assistant-prepared cards before creating or changing records. ## What you will accomplish You will review every **proposal card** the AI Assistant prepares, fix mistakes before they are saved, and use **Confirm All** or a card button such as **Create Customer** only when the work matches what your customer or team actually needs. Skipping this review can create duplicate customers, wrong appointment times, or incorrect vehicles. ## When to use this guide Use this guide whenever you see draft cards such as **New Customer**, **New Car**, **Appointment**, **Drop-off**, or **Move car**—usually after a request like [Prepare work with the AI Assistant](/docs/ai-assistant/prepare-work-with-the-ai-assistant). AI Assistant showing New Customer and New Car proposal cards with Confirm All button *Each card is a draft. Read every field before you select **Confirm All**.* ## Before you start * Re-read the customer's request or internal note. * Keep email, phone, VIN, date, and time nearby for comparison. * Check [Contacts](https://www.carstoragesoftware.com/dashboard/contacts) and [Cars](https://www.carstoragesoftware.com/dashboard/cars) for possible duplicates in another browser tab. * Do not select **Confirm All** or **Create Customer** until every card looks correct. ## What a proposal card is A proposal is **not saved yet**. It is the assistant's plan. Cards may include: * **New Customer** — name, email, phone, company. * **New Car for \[name]** — year, make, model, color, trim, VIN, license plate. * **Update Customer** or **Update Car** — changes to an existing record (batched with **Confirm All** when grouped). * **Appointment**, **Drop-off**, or **Pickup** — date, time, customer, vehicle, notes. * **Move car** — parking spot or location change. * **Issue account credit** — a credit amount applied to a customer's billing account (requires extra care). * **Message draft** — text for you to copy into [Inbox](https://www.carstoragesoftware.com/dashboard/inbox); the assistant does not send it for you. **Issue Credit is separate** An **Issue Credit** card has its own **Issue Credit** button. It does not batch with **Confirm All**. Read the amount and reason carefully before you click—credits affect customer billing. **Some actions save immediately** Subscription pause, resume, or cancel and some contract sends may run right away without proposal cards. If you are unsure, open the customer record in [Contacts](https://www.carstoragesoftware.com/dashboard/contacts) or [Payments](https://www.carstoragesoftware.com/dashboard/payments) to verify. **Plain-English rule** If a card is on the screen, slow down. This is your last easy chance to catch a mistake before it becomes a live record. ## Step 1: Read the assistant's summary The message above the cards explains what the assistant understood. **Expected result:** The summary matches what the customer asked for on the phone or in email. ## Step 2: Review the customer card Confirm first name and last name. Fields marked with a red asterisk (\*) are required. Confirm email and phone. Leave optional fields blank if unknown—do not guess. **Why this matters:** Wrong contact information leads to failed invoices and missed messages. ## Step 3: Review the car card These three fields are required on most car cards. Confirm color and trim when the customer mentioned them. A blank VIN is safer than a wrong VIN. **Why this matters:** Insurance, transport, and registration paperwork often use the VIN. ## Step 4: Review appointment or event cards Watch words like “tomorrow” and check your facility time zone in [Settings > General](https://www.carstoragesoftware.com/dashboard/settings/general). **Why this matters:** A wrong pickup time is one of the fastest ways to lose customer trust. If the card shows an unexpected date, edit the field or start **New Chat** with the full date written out (for example, **Friday, June 27, 2026 at 2:00 pm**). Make sure the appointment points to the same person and car you discussed. **Expected result:** The appointment matches what you promised the customer on the phone or in email. Drop-off, pickup, and service visits may use different names on [Schedule](https://www.carstoragesoftware.com/dashboard/schedule). The label on the card should match what your facility calls that visit. A full intake often needs **three** pieces: customer, car, and appointment. Read the summary above the cards. If it mentions a drop-off but you only see two cards, wait—or ask in the same chat for the missing appointment card. **Expected result:** The number on **Confirm All** matches how many cards you reviewed (for example **Confirm All (3)**). ## Step 5: Review billing cards (if shown) If you see **Issue account credit** or other payment-related cards: The credit must apply to the person you intended—not a namesake. Compare the dollar amount and description to your notes or manager approval. **Why this matters:** Credits change what a customer owes. Mistakes are harder to explain than a one-minute review. View open invoices on [Payments > Invoices](https://www.carstoragesoftware.com/dashboard/payments/invoices) before you confirm. See [Ask about billing, contracts, and alerts](/docs/ai-assistant/ask-about-billing-contracts-and-alerts). ## Step 6: Review message drafts (if shown) If the assistant prepared wording for a customer text or email, read every sentence aloud before you copy it into [Inbox](https://www.carstoragesoftware.com/dashboard/inbox). * Customer name is correct. * Date, time, and location match your notes. * Tone is professional and friendly for your facility. * Nothing promises a price or service you cannot deliver. AI Assistant chat showing a drafted pickup reminder with customer name, date, and time *Message drafts appear as text in the chat—not as proposal cards. Read the full draft before you copy it into [Inbox](https://www.carstoragesoftware.com/dashboard/inbox).* **Drafts do not send automatically** Copy the message into the customer's [Inbox](https://www.carstoragesoftware.com/dashboard/inbox) thread and send from there. See [Send a text message from Inbox](/docs/inbox/send-a-text-message-from-inbox) or [Send an email from Inbox](/docs/inbox/send-an-email-from-inbox). ## Step 7: Edit wrong or missing fields Click inside editable fields on the cards to fix typos before you save. AI Assistant proposal cards with an edited customer first name and Confirm All button *Click a field on any card to fix spelling or details. Save only when every card looks right.* Click inside editable fields and correct them. If you cannot fix a card, do not confirm. **Expected result:** Every visible field matches your notes before you save. ## Step 8: Confirm the proposals You may see **Confirm All (2)** when several cards are grouped together, or a single card button such as **Create Customer** when only one record is ready. Both mean the same thing: **nothing is final until you click.** Search [Contacts](https://www.carstoragesoftware.com/dashboard/contacts) and [Cars](https://www.carstoragesoftware.com/dashboard/cars) if the assistant is creating new records. **Why this matters:** One customer with two profiles is hard to fix later. Click **Confirm All** when several cards are ready together, or click the button on a single card (for example **Create Customer**). **Expected result:** The assistant shows a success card or a short notification such as **Casey Brooks created**. You can click the card to open the live record. Open the customer, car, or appointment and confirm details match. **Expected result:** Live records match what you approved. A new drop-off appears on [Schedule](https://www.carstoragesoftware.com/dashboard/schedule) at the time on the card. Agent chat after confirming a proposal showing a green success card and created notification *After **Confirm All** or **Create Customer**, look for a success card you can click to open the new record.* ## When not to confirm Do not confirm if: * the customer might be the wrong person * the car may already exist * the VIN, plate, date, time, or dollar amount looks wrong * payment terms need a manager * a customer message was not read word-for-word * the proposal does not match your facility's normal process Stop and fix the source information, or enter records manually using your standard guides. ## Quick checklist before Confirm All * Customer name is spelled correctly. * Email and phone are correct, if shown. * Vehicle year, make, model, and VIN are correct, if shown. * Appointment date and time match the request. * Parking spot or location is correct. * Notes are professional and accurate. * Account credit amount and customer are correct, if shown. * No duplicate customer or car already exists. ## After you confirm Go to [Contacts](https://www.carstoragesoftware.com/dashboard/contacts) and search for the customer you just created. Check [Cars](https://www.carstoragesoftware.com/dashboard/cars) and [Schedule](https://www.carstoragesoftware.com/dashboard/schedule) so the vehicle and appointment appear where your team expects them. If the car is on site, follow [Assign a parking spot](/docs/parking-spots/assign-a-parking-spot) so the map stays accurate. ## Troubleshooting ### A required field is blank Fill it in if you know the correct value. If you do not know it, leave it blank or ask the customer. Required fields show a red asterisk (\*). ### The wrong customer or car was selected Do not confirm. Start **New Chat** and include full name, email, VIN, or license plate. ### The date or time is wrong Edit the field if possible. Otherwise send a clearer message, such as: **Book Sam Rivera for Friday, June 5 at 2:00 pm.** ### A card shows Failed instead of a draft Read the message above the cards. Save or fix the **first** card (often **New Customer**), then ask for the next step in the same chat—or start **New Chat** and send the request again one piece at a time. ### Confirm All or Create Customer is disabled Look for empty required fields on the cards (name, vehicle year, make, or model). Fields marked with a red asterisk (\*) must be filled in. ### You confirmed by mistake Open the record immediately and correct it if your role allows. Ask a team admin for help if needed. ### Only some cards saved Rare errors can stop part of a batch. Check each dashboard area (Contacts, Cars, Schedule) and finish missing pieces manually. ## What to do next * [Contacts](https://www.carstoragesoftware.com/dashboard/contacts) for new or updated customers. * [Cars](https://www.carstoragesoftware.com/dashboard/cars) for vehicles. * [Schedule](https://www.carstoragesoftware.com/dashboard/schedule) for appointments. * [Parking Spots](https://www.carstoragesoftware.com/dashboard/parking-spots) for moves and spot assignments. * [Inbox](https://www.carstoragesoftware.com/dashboard/inbox) if a message draft was part of the request. Practice lookups first with [Ask about schedule, parking, and records](/docs/ai-assistant/ask-about-schedule-parking-and-records), then use [Prepare work with the AI Assistant](/docs/ai-assistant/prepare-work-with-the-ai-assistant) when your team is ready to create records. ## Related topics - [AI Assistant overview](/docs/ai-assistant/overview.md) - [Prepare work with the AI Assistant](/docs/ai-assistant/prepare-work-with-the-ai-assistant.md) - [Use the AI Assistant](/docs/ai-assistant/use-the-ai-assistant.md) - [Ask about schedule, parking, and records](/docs/ai-assistant/ask-about-schedule-parking-and-records.md) - [Ask about billing, contracts, and alerts](/docs/ai-assistant/ask-about-billing-contracts-and-alerts.md) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.