By Steve Baylis
Three settings. Six minutes. Done.
You’re going to do three things, in order:
- Tell AI when you’re open
- Pick how AI talks
- Tell AI what’s special about your store
Most of the time goes into step 3. Steps 1 and 2 are 60 seconds each.
Step 1 — Set your hours (60 seconds)
Open Settings → Speed to Lead → Hours.
Seven fields, one per day. Set your real operating hours. If you close early on Saturdays or you’re closed Sundays, set that.
Don’t put down “9 AM to 9 PM seven days a week” because it sounds aspirational. Customers will text in at 7:45 PM thinking you’re still open, AI starts a conversation, and Monday morning your sales floor walks into a hot lead expecting a callback that never happened.
Real hours. Save.
Step 2 — Pick a voice baseline (60 seconds)
Below the hours, four options:
- Friendly + direct (recommended for most stores)
- Polished + professional (luxury brands — Audi, BMW, Lexus)
- Casual + warm (community-focused, smaller markets)
- Custom (we’ll cover in step 3)
Most stores want Friendly + direct. Talks like your top BDC rep — real person who knows cars. If you sell premium brands, pick Polished. The voice is still warm, just slightly more measured.
Save.
Step 3 — Write your key notes (4 minutes)
This is where AI stops sounding like any dealership and starts sounding like yours.
Grab the AI Agent Key Notes Template. It’s pre-formatted with worked examples for five sections:
- Top 3 brand quirks — what’s actually special about your store
- Current promotion — what AI should mention naturally
- What AI should never quote — the boundaries (always: “never quote firm pricing”)
- How AI introduces itself — your BDC name + intro tone
- Tone calibration — one sentence on how you talk
Total target: 80 words across all five sections. Not a novel.
Fill it in. Open Settings → Speed to Lead → Key Notes. Paste. Save.
Why this works
The voice picker sets the baseline tone. The key notes set the specifics. Together, AI sounds like your dealership — not a generic chatbot.
Get this lesson right and the rest of the course is decoration. Get it wrong and customers feel like they’re texting a robot.
Mark this complete and move on to escalation rules — when AI hands off to a human.
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Got it? Mark this lesson complete.