CRM Meeting: Virtual-Assistant Settings and Camera Comparison

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dealers · 2026-10-02 · 24m48s

CRM Meeting: Virtual-Assistant Settings and Camera Comparison

id of_fdf4a81d6420066df75331c6e4feb92einfer

ABR VCA settings live-tune · 2026-10-02 (~25m)

Lance + ABR salesperson tested Chloe follow-up on a real lead thread.

Changed live

Turned on: VA ceases messages once any user contacts the customer (temp — reengage trigger unclear).
Presentation: virtual assistant → human sales assistant (Chloe as sales assistant, not “I’m a virtual assistant”).

Desired behavior (tell Gaige)

Longer pause (days/week), not 2–5 min.
Resume when customer reaches out and staff don’t respond.
Status-based AI-off: sold on order / sale pending / hot “on the hook.”
Cold showroom no-sale → restart follow-up ~1 week later.
Separate CRM vs Chloe numbers still confuse customers; vendor may add merge option later.

Test

“Bought a car” → no longer interested + 30-day pause. Still needs tuning; “needs help” shouldn't sit without salesperson join.

Aside

Compact Leica / Sony RX1 camera talk (personal gear) — not ops.

No device highlights on this take.

0:06

So I just left this open because I wanted to kind of see what.

0:10

This is your shit.

0:11

Yeah. Well, okay. I I was showing Hunter how to open a lead and shit. Yep. And when I was showing him, oh yeah, dude. Let me see. Yeah, I guess so.

0:33

What is that little battery? It's to the women's bathroom. That my God, that's why they can't use next door because the women's bathroom sink doesn't work. That makes sense. Yeah, that's all. Like literally, their sticking point. Hey, I have four others, and the other one goes down. Okay. You want to keep them? You want me to keep? No, you keep them because I'll. They'll get lost. I keep it here. So, I guess I opened the lead. Thanks for visiting, and I probably opened a a visit. Yeah. So yeah, if you ever visit, yep. And I was just like playing with it, like just asking what the appointment was for. You know, just like doing shit like that. Playing with it. Okay. So this was fun. But then, like,

1:16

You go if you go incommunicado, it starts trying to follow up. Wait a minute, I'm trying to see the days. Is that was that once a day? So wait, this was once a day. Saturday,

1:24

Yes. Saturday, Sunday, Monday, Tuesday, Wednesday. So it's pretty much just been every day.

1:29

Every day. That's because you're not contacting me back.

1:31

Yeah. So, I mean, so so I guess so you tell it stop. So I guess the question, I know, and I know Jack was asking you this: Is there a way we can, like, once they're communicating with it or? Once, like once the customer is being is in communication with the salesperson, so can we pause it? Or I know we can pause it, but it there's I think there's an.

2:00

Exact. Can I just turn it all off? I don't want any of it. I'm like, well, that's not how it works.

2:09

But no, we wanted to.

2:10

So here's what we'll do: we'll turn this feature on. If you turn this on, the virtual assistant will cease all communication once any user contacts the customer. Okay. So that's on. We just flip that on.

2:22

So is there is um let me save.

2:25

It real fast.

2:27

So is there?

2:28

I don't know what the trigger is to have it reengage. That's the point. So that's part. But I'm turning that on for now.

2:34

Okay. But then.

2:36

But here's the catch with this. The reason I left it off because I you know we went through all these fucking settings and it's like you've got the the dude there and he's like here's what this means here's what this means. The reason I left that on is because I know the people.

2:52

Yeah,

2:53

Once but I left this on for all the stores. I left this switch off, sorry, because I don't want it to be like, yeah, you communicated, communicated, and then you lost track of them. I mean, we want it to try to follow up.

3:05

Yeah, it's like we need a.

3:06

We want it to follow up. You don't want it to not follow up.

3:08

That's like the whole point. We want it in between of those two settings. You know what I mean?

3:14

Honestly, that switch being off might be the in between, but what what we have to do to enhance it to make it better is I've got to find out because this shit just gets very um uh like fucking convoluted. So there's these settings. So like for example, in here, let's see, there's this one. So this process has the VA in it, Virtual Assistant is what they call it. So, It's just got rules in here about how it's going to engage, but what I need to do is possibly get with the guy, because I don't even know where these settings are. But there's settings in here where we can actually change, like the pause time, statuses. No, the statuses. So, what I need to do is have him give us a status. This is how like much, like a coal lead. Well, how deep it is in the weeds. It's really deep in the weeds. Um.

4:09

Almost like an on the hook switch too, though. Like if I have it where it's on the hook, I'll say, " Hey, that that customer's like on the hook." I don't want AI following up with it at all.

4:16

So hot, so it's like into a long term pause. Because when you have hot, cold, yeah. So what we do is we embed a.

4:22

Setting in one of those things.

4:24

Yeah, so you could get them to do like market hot and market stops.

4:28

So it's in these, and so what I have to do, I don't know how to adjust what each one of these does. So what it'll do is, hey, if they're marked. And what I told Jack is like, hey, mark that customer sold on order, and we'll build the sold on order, or sold sale pending, and that one will just have AI be off because they're already like on the hook. You sold them a car, you just waiting, or you're so deep into the process where you don't want AI bothering them. You know what I mean?

4:57

Yeah, I almost yeah. I guess you could just do yeah, or like these hot leads.

5:07

If you make hot leads,

5:08

But I mean hot, honestly,

5:12

I'm just thinking if there's a way that they can move, like you said, like move one of these.

5:18

We could. What I'm saying is, we could build a specific status that's just it acts as a pause, as a longer term pause, and if it's in that status,

5:29

Yeah, then then it's not going to talk, and then when you won't talk at all, but then that says when it pauses,

5:34

It like comes back on too soon,

5:35

Two minutes. It's like two minutes or five minutes. That doesn't make any sense.

5:39

There's something wrong with the setting. Like I, I'll ask the guy like how pause is supposed to behave because maybe it's broken.

5:44

Now if you can change the time frame of the pause, like if you could say one day,

5:48

Until I turn it back on. Well, or I would be on five days, or stay paused for like let's say a week, unless the customer texts us back and we don't respond, then turn back on. Because that's really all we want it for. Yeah. If the customer is trying to interact with us. And we're not interacting with the customer, then we need it to help. Yeah, that's for sure. I'm going to tell that to Gage today. He's our little nerd, our performance manager for this problem for this thing.

6:18

And I mean, you can leave the other setting the way it was if you want for now until, and and then see if there's a see if there's a that setting.

6:29

I think is the right setting as long as the. Salesperson stays engaged after they start,

6:33

But that's the that's the thing. Once the lead goes cold, you do still want it to follow up. So,

6:39

And look, maybe I'll ask. I'll ask them today. This disengaged virtual assistant can. Does that get overridden by like one of our other processes? Because we have a million other processes, and we could build a new one. We need a process that maybe starts up. Like you've got a customer that was a lead, showroom visit. Didn't buy now in in a week. I want you to start following up with him. Yeah, because that's I think that's fucking valuable.

7:06

Yeah, for sure. Over even a few days.

7:08

Well, because he was saying that there was an issue with it was saying stupid stuff or you want to change the words or.

7:12

No, I mean I I don't think it's as and I don't think it's as intuitive as Podium, which is fine.

7:18

Well, it is and it isn't. But one of the problems with it is the programming. It to talk how we want is not as easy. That's my only pick. I think it's four hundred dollars cheaper. Yeah.

7:30

So. I think it. I think it does what you wanted to do. But like when you're, when I'm,

7:35

I'm gonna ask him today though. It doesn't feel as much. It's not near as natural.

7:39

Which is okay.

7:40

Here's another setting that we hadn't really discussed. So. We can have it present as a virtual assistant or as a human. Got it. I left it on virtual assistant, and this is why. Well, I guess this doesn't matter. It comes from a different number than our salespeople. If you're a salesperson and you text your client,

8:05

It's one number from from CRM.

8:08

And then when when Chloe, in our case, messages our customer, she has her own number. So less than ideal, but I wonder why they can't. Why would it just come through? They said we've gotten a lot of. I call them complaints. They call them. We have. We've had a lot of. Feedback saying it should be one number. Like, yeah, obviously it should be one fucking number. Put yourself in the customer shoes. They're gonna like save two phone numbers so they didn't know who.

8:35

Well, also when a cus when you pull up the text thread, the.

8:41

That's all the same text thread.

8:42

Oh, the it's still in the same text thread for for us. Yeah, but for them,

8:46

They're seeing it from two different numbers.

8:49

The customer they're getting from two different numbers.

8:51

Okay, yeah, that's that's dumb. Well,

8:53

I figured they're gonna check. They are.

8:55

They're gonna they're gonna fix that. At one point they'll have an option. Do you want to merge them? Have one? Have it all come from one number or what? The problem is, and here's, I understand why they're leaving it two numbers. It actually costs them more money to leave it two numbers. Yeah. But the reason they're leaving it two numbers is because you don't want to run the risk of getting your main number that you communicate with the customer blocked, right? And so if it's two numbers, you've got Vanessa doing her thing,

9:19

And if that number is blocked, that makes sense.

9:21

Yeah. Then you can still text.

9:25

I mean, never mind the fact that you can text from your phone. If they all get blocked, but then that kind of fucks up communication with the customer from inside the system.

9:32

No, it makes sense. That's why they're getting. If they know it's AI,

9:34

I mean. But this is the question: Like, do we want to ask? You know, what do we want to ask? Or do we just want to make a choice? Do you want to switch it to human and see if we like it better? Well, I mean, he can't make. No, I don't.

9:57

Or have it as like an actual. You have the option to make it seem like a human is talking to the customer, or like an actual virtual assistant.

10:06

So the the pick, I guess, the rub on one or the other is like. At first, I was going to leave a human, but then what happens is you end up, at one point, you probably end up having to explain, yeah, that it's a virtual assistant anyway. What is it? Right. What is the is there are the responses different? I don't think it changes. They're a little bit different. Well, I was gonna say that's what I'm asking him. Like, what based on what it's saying, I wonder if it'll be better if we switch his human.

10:33

I mean, basically, what it says is, " Hi, Eric. I'm a virtual assistant for Audi." Let's turn that off. Yeah, I don't.

10:38

I don't like that at all. It like sends it right straight away.

10:41

I didn't know there was an option. Yeah, that's how it.

10:44

All right. Well, we fixed that. We also changed a setting.

10:49

Well, okay. So let me let me. Explain to you what happened. It didn't do it initially. It said, " Hi Eric, thanks for visiting Audi Baton Rouge. We truly appreciate it." What time would you like to come in Tuesday or Thursday? I said, " Hey, who am I speaking with?" And it said, " Hi Eric, I'm a virtual assistant with Audi Baton Rouge." So if if we have that switched,

11:08

It'll say, " I'm Chloe, a sales assistant with Audi Baton.

11:12

Rouge." Yeah. So. And I wonder if it'll feel a little less. I think you probably generic.

11:17

I think you leave it on that. Change it and see.

11:22

I mean,

11:22

Yeah. And then he's gonna find out about the pause feature. Like, can these is? I think I think the the biggest issue with it is the pause only lasts for we don't know how long. Like,

11:39

I'm gonna ask him what's he supposed to do.

11:41

Five minutes or something. It lasts five minutes. So,

11:44

If the customer texts you back, I do know that the pause turns off. Or if the customer customer texts you back and then you don't. Respond. I think it turns off. I don't know. I don't know. I'm not a tech dork on inside of this thing. I need to ask the guy.

11:59

Yeah. I hope that there's a way you could, when you hit the pause button, we can have it paused for like five hours or whatever. Like,

12:08

And mostly it should have a. I think it should have a trigger where it doesn't unpause until the customer's trying to reach us and we don't respond.

12:16

Yeah, I mean, if that's an option, I'm assuming there's like some time frame.

12:20

I think that there's a creative way to do it. There, I think there is a time frame.

12:23

But if there is a creative way where it's like, okay, there was no response, and they're asking for something, yeah, then they step back in. That'd be great. Yeah. Because that's what happens. These dudes get busy, and then all of a sudden they're.

12:37

Well, that and if the person that actually did go cold, but it doesn't hurt to fucking keep beating them. Yeah. Right. Like you. Kind of pounding them a little bit, even if they went cold.

12:47

Yeah, I don't. Yeah, I don't mind.

12:48

Been cold for three weeks.

12:49

And I didn't. I didn't close out mildly because I just wanted to see.

12:53

What happens if you text this thing back and say, " Hey, I'm really not buying a car anymore. I'm not interested in buying a car, or I bought a car. So do that. I'm kind of curious. It's just in here under your name. How's that new camera, dude? It's awesome. Was at the beach and I was thinking, man, I hate bringing my phone. Like I don't even want to bring my phone down to the beach. I wish I could just have a camera, and that's why I started thinking about that. I was like, I need to get.

13:23

So can I tell you the if I have to have a gripe about it when you put it in Lightroom on your computer and you blow start blowing it up,

13:35

It you can tell it's an APS - C sensor.

13:37

You can tell thirds or whatever. It's hard to. Especially when you're shooting full frame, typically, and like I know, I double click in and zoom something into an eyeball, and it's like fucking perfectly in focus.

13:50

You're also used to higher, like what? What resolution is your like main camera that you?

13:55

Oh,

13:56

Is it thirty, forty, fifty? What is it? I don't know. I don't even know. Because mine's only twenty six, I think. But it's a full frame. Like the fucking images are just like you know buttery smooth. Yeah, a four thirds and four thirds is even smaller than APS - C. You know.

14:15

Now, what is cool, dude? Their app, their Leica app, this Leica Photos app, is like super easy to use. Like if I tap it right now, it'll turn my camera on. I don't know if it has to be in proximity because I think it does use Wi - Fi, so it's probably got to be in like. Yeah. But, um, but like I click this. It'll turn my camera on, so if my camera's on a charger somewhere else, like I don't have to go fuck with it. I just press that, and it'll like, boom, boom, just populate all the pictures. But like these were, I took a few. I took a few. Like I did some in black and white, and, like,

15:02

I mean, the background looks good though. The background's nice and smooth. Even for a four thirds, it's giving you some good. Yeah. Background player,

15:09

So these are probably all shot at. I mean, I'm sure you can look at the. Yeah, the what you call it's in there. Where is it?

15:18

Is it? Do you get it if you swipe up.

15:19

No, there is a way to do it though. Anyway, yeah, you can. Yeah, but when what you. What you will notice is like when you zoom in on it, you don't have as much.

15:40

No, it's still. It's still. I mean, it's pretty. It's not. Um.

15:43

Yeah. It's still really good.

15:44

It's not grainy. I mean, it's nice.

15:46

When you put it on the computer, though, a couple of them, I was like, Yeah, you zoom in, and I'm like, Because it's 17 megapixels. It's low for.

15:54

Oh, it is only 17.

15:55

Yeah, I think that one's only 17. And that's.

15:59

That's actually good because it yeah there's going to be, Way better gathering light for a four third sensor.

16:04

Well, that's why they did it. Yeah, that's because it's like it. I like the different sensor. It also makes the lens way smaller. It's how they can achieve like a one seven, in a little pancake fucking lens.

16:15

That's fucking cool.

16:16

Um, no, but the the cameras, uh,

16:20

That's fun to shoot.

16:22

Four thirds, and it's a seventeen megapixel. I think it's like seventeen point one is what it ends up being. Hey, what? But no, it was yeah.

16:30

Where did you open this lead? Here it is. Is it opened up as a phone? Yep. Here it is.

16:34

Virtual assistant. It says, " Thanks for letting us click on all of this." Understand. Congratulations on your new car. I've updated our system and notes that no longer.

16:43

So if you were a customer, if you were a salesperson, it'd be showing needs help. Like Vin, look, Vanessa needs help. Please help. You know, it's not supposed to just be out there on its own for that amount of time. Without a salesperson chiming in, basically. Customer paused. VCA contact. Did you do that at some point?

17:05

No. I wonder if it did that.

17:08

No longer interested. Oh wait, did you just say that?

17:10

Well, I mean, I just said I bought a car. Oh, so maybe it just didn't.

17:14

Yeah, yeah. Reason: no longer interested. Duration: thirty days. So it's paused. Hmm. Yeah, we got some tweaking to do. I mean, I knew we would, but so he needs help. Yeah, but thank you for letting me know. Did they message you back?

17:38

Yeah. Up there, system that there's no longer looking. We'll start reaching out to you. Cool. Yeah, I have to open another one. I want to see how it. Or I'll just look at it and.

17:49

See how the new settings make it sound. What? Oh. So there's some settings. One of them is I want to show it to you. One of them is is just this: Do we want it to present as a virtual assistant or as a human? And if it presents as a human, it just just never mentions the fact that it's a virtual assistant. And at some point, it might come up, right, in the in the sales process. But it was set to just present as a virtual assistant. We just changed it.

18:26

To present as a human, and we'll see. See what it looks like. I think it'll sound better, but also, you know, it'll never say I'm Chloe, your virtual assistant. It'll just say, Yeah. If they ask, Who are you? It'll say, I'm a sales assistant at at.

18:38

Alibaba. Yeah. Dude, the camera you should you should peek at is that. It's kind of expensive, but that RX1.

18:49

I do the Sony.

18:50

That that Sony RX1 is supposed to be really badass.

18:53

But are any of them good on KEH yet? Like, how long has that thing been out? That's kind of new,

18:59

Isn't it? It's like no, actually. I mean, I think that one came out in twenty. Is it twenty twenty?

19:04

RX1. Is it that old?

19:06

Well, there's a there's a new version. RX1 and there's a there's a RX1R2.

19:11

Okay. Well, the RX1 is seven eight hundred bucks, dude.

19:14

I think the RX1 is kind of old.

19:18

What lenses on this?

19:19

RX1. Well, that's the thing. You, it's interchangeable lenses.

19:22

Oh, all right.

19:24

So that's the only.

19:25

This one comes with something on it. Release. This is a neat looking little camera.

19:38

Oh yeah, it's supposed to be like really fucking good. See the, the RX1 came out in um. Twenty twelve.

19:48

Oh shit! And it's still nine hundred bucks.

19:50

Well, because the new one, the RX1R3, the series three came out in twenty five, and it's five grand. So they all like got released at four or five grand. So the two,

20:01

The some of the canons, power shots are getting are just retarded.

20:05

They're hard to get too.

20:08

So wait, I was trying to find the. Let's see.

20:10

So the RX1R2 is.

20:16

So This is supposed to be really good.

20:17

It's a, it's a, compact full frame, and it's like interchangeable lenses.

20:25

Yeah, you get like a really neat little pancake lens on it. Some kind of little small lens.

20:29

But the, the series two came out in twenty fifteen, so it's still old as fuck. But it's supposed to be like, actually pretty good.

20:37

That must be the price differential.

20:39

But I can tell you this: I bought the I bought the Leica in both models.

20:43

Look at the series two; is still twenty two hundred bucks. Yeah, I know. Oh, there's a three. The three must be the newest one.

20:51

Yeah, I bought the old version of the Leica and the new one. The fucking difference and the like the.

21:00

Oh, you have you sold out both? Yeah. Sent them back. Sent one back.

21:03

No,

21:03

I still have both. Totally accidental. Huh? Was it? Or was was it halfway on purpose?

21:10

No, it was not on purpose. Purpose, but I, I bought the old version first, and as I was thinking about, I was like, I think I want the new one, and then I was like, well, I'll just get them both and decide which one I want to keep. But the old one, I would been miserable. Like, it just everything looks fucking antique. Yeah. He like he can't see through the viewfinder. It's like kind of like how much is the old? Eight hundred.

21:36

Yeah.

21:38

But I mean the, the, the new version is double that,

21:43

Yeah. Yeah. Double that, Jesus. That's not that bad though. I mean that's the cheapest way you're gonna get a Leica.

21:55

Oh yeah. But the new one is the software. You can tell that the first one is on Lumix. Shit. Yeah. Is like all the settings.

22:05

The new software is a lot better.

22:06

Yeah, the new the software is kind of sketchy. Like, it's it's probably closer in line with a Sony. Like, once you know how to like go through it, I don't like Sony software at all. The Sony software is I don't think it's very much like the Lumix, but the new Leica, it's like it's set up to be super easy. That's their whole thing. They don't give you a ton of these crazy ass options to fuck with stuff. You can also change settings inside the app. Yeah, that's cool. So, like, you can just set your yeah.

22:39

My R8's like that, and I've never like you could set it up, you know, just a remote and change everything and shutter like change all your settings.

22:47

I never fooled with any of that. Yeah, that's the only thing is not as good. I mean, like, you're coming out of one of the newest, the newest models of the Nikon set set up with like. A lot better, autofocus and shit like that. Like these use contrast autofocus, so that's old technology. Well,

23:12

They're made for catching any action.

23:14

Yeah, so it's like a totally different.

23:17

Stills and family and portraits and architect architectural.

23:21

Landscape.

23:22

You know, that's what people use those.

23:24

We don't use them for. I couldn't. I had trouble initially deciding what, and I'm probably still trying to figure out. I mean, I think I took like almost 2, 000 pictures, but trying to decide what autofocus setting autofocus setting I like the best, and I think it's probably like just a a single single point single point.

23:50

Still, one of so mine is set full. I can set people, cars, you know, whatever, but then I still have. If I'm in my like looking at my looking in my viewfinder, I just touch my screen, touch my finger to my screen, yeah, and just move it around like it's a joystick, and then it becomes. Then I can single point it if I don't like where it's focusing. I use the shit out of that.

24:13

So that's how it's. Yeah. I mean, you can touch point on the screen. On the screen. Yeah. And I think that's probably the best way. But I missed a lot of initially because I had it on like a multi - focus setup. Yeah, it was probably. And it was like missing shit.

24:26

It didn't know what to hit.

24:28

Yeah, because it's not as because you you're not as smart. You're treating it like it's as like. Yeah,

24:32

The new main, the new big cameras, like yours, mine, are like. Which eye do you want to fucking focus on? Yeah,

24:38

Well, you're that good. I still think your R8 is better than the fucking Nikon.

24:43

It's better than almost anything.

24:44

I'll show y'all a video and y'all tell me what you fucking think's going on.