Use this guide when the AI Assistant prepares work for you to review before it is saved.

This can happen when you ask the assistant to set up more than one thing, such as a new customer, a new car, and an appointment.

Reviewing proposals matters because the assistant may understand your request differently than you meant it. A careful review prevents wrong customer records, wrong appointment times, duplicate cars, or confusing messages.

Before you start

• Read the customer's request or staff note again so you know what should happen.
• Have any important source details nearby, such as the customer's email, phone number, VIN, appointment date, or quoted amount.
• Know whether your team requires a manager review for new billing, customer messages, or special vehicle work.
• Do not select Confirm All until every card looks correct.

What a proposal is

A proposal is a draft action prepared by the assistant. It is not always saved yet.

Depending on your request, a proposal may include:

• a new customer card
• a new car card
• an appointment card
• a drop-off, pickup, move, photo session, or custom event card
• notes connected to the work
• customer message text

The card shows the information the assistant plans to use. Some fields may be editable.

Review each card from top to bottom

1. Read the assistant's summary

   Start with the message above the cards. It usually explains what the assistant understood from your request.

2. Check the customer card

   Confirm the customer's first name, last name, email address, phone number, and company name. Leave optional fields blank if you do not know them.

3. Check the car card

   Confirm the vehicle year, make, model, color, trim, and VIN. If the VIN is not known, it is better to leave it blank than guess.

4. Check the appointment or event card

   Confirm the date, time, title, customer, vehicle, parking spot, and notes. Pay close attention to "tomorrow," "next week," and time zones.

5. Edit anything that is wrong or missing

   Click inside an editable field and correct the information before confirming. If you cannot edit what is wrong, do not confirm the proposal.

Expected result: Every card matches the real customer request before you continue.

Confirm the proposal

Only confirm when every card is correct.

1. Check for duplicates first

   If the proposal creates a new customer or car, make sure the same customer or car does not already exist. You can check Contacts or Cars in another browser tab.

2. Select Confirm All

   Select Confirm All only after you have reviewed every card. This may create multiple records or actions at once.

3. Wait for the confirmation

   Stay on the page until the assistant shows that the work is complete or opens the related page.

4. Verify the finished record

   Open the related customer, car, appointment, or event and check that it looks right.

Expected result: The correct record or workflow is created, and your team can continue from the normal dashboard page.

When not to confirm

Do not confirm a proposal if:

• the customer may be the wrong person
• the car may already exist
• the VIN, license plate, date, time, or amount looks wrong
• the request mentions payment terms that need manager approval
• the assistant wrote a customer message you have not reviewed
• the proposal does not match your team's normal process

If any of these happen, stop and check the source record first.

Example review checklist

Use this checklist before selecting Confirm All:

• The customer name is spelled correctly.
• The email address and phone number are correct, if included.
• The vehicle year, make, model, and VIN are correct, if included.
• The appointment or event date and time match the customer's request.
• The parking spot or facility location is correct.
• The notes are clear and professional.
• No duplicate customer or car already exists.

Troubleshooting

The assistant left a field blank

Blank is safer than guessed. Fill in the field if you know the correct information. If you do not know it, leave it blank or check with the customer.

The assistant picked the wrong customer or car

Do not confirm. Ask the assistant to try again with more detail, such as the full name, email address, VIN, or license plate.

The date or time is wrong

Edit it if the field is editable. If you cannot edit it, start over with a clearer request, such as: "Book Peyton Harper for Thursday, May 21 at 2:00 pm."

The Confirm All button is disabled

One or more required fields may be missing. Look for required fields on the cards, such as first name, last name, vehicle year, make, or model.

You confirmed something by mistake

Open the related record right away and correct it if your role allows it. If you cannot fix it, ask a team admin for help.

Good next steps

After confirming, review the finished work in the dashboard:

• Contacts for new or updated customers
• Cars for new or updated vehicles
• Schedule for appointments
• Parking Spots for vehicle moves or assigned spots
• Inbox for customer messages

If you are still learning the assistant, practice with record lookups before using it for record creation. Read the basic AI Assistant guide →