Draft a Reply from the Lead and the Unit

How-To Guide · AI lead replies

A lead is only useful if you answer it while the buyer is still looking. Open the lead in the Inventory Hub and draft the next text from the unit they asked about and everything already said. You edit it, then you send it. Included with the Hub. No credits. Nothing goes out on its own.

Where the Lead Comes From

• The form on a unit page, including a QR scan
• The quote form on your storefront
• Ask the lot, when a buyer wants a price, a hold, or delivery and leaves a name and phone. The chat is saved with the lead.
• A call, text, or walk-in you log yourself with Log a lead on the row

Step 1 — Write the Facts You Want Repeated

Settings → Reply factsis the script. Four boxes: hours, delivery, financing or rent-to-own, and holds. The draft may quote these word for word. It will not invent a monthly payment, a delivery promise, or a hold that is not written here or on the unit. Exact rent-to-own amounts still come from that unit's Rent To Own cell.

Step 2 — Open the Lead

The Leads tab lists unread leads and anything due today. The alert email's Open in Inventory Hub button lands on that lead. You see the unit, the buyer, what they asked, and the notes already on the thread.

Step 3 — Pick a Tone and Draft

• Draft Friendly — the everyday reply. It also saves what you paste as what the buyer said, then writes the next message.
• Draft Professional — the same facts, tighter wording.
• Urgent — shorter. It only says a size is the last one when that size really is the only active unit.

Read it. Change anything that is off. Copy it into your text thread, or use the mail link when the lead has an email. Then log the touch so the next draft can see what you already told them.

What the Draft Will Not Do

• Send the message for you
• Offer a discount you did not write down
• Promise a hold, a delivery date, or a payment that is not on the unit or in Reply facts
• Answer from some other dealer's inventory

Tips for Best Results

• Fill in Reply facts before the first busy Saturday. A blank delivery box means the draft will say it does not know, which is better than a promise you cannot keep.
• If Ask the lot handed the buyer off, the chat is already on the lead. Draft Friendly will see it.
• Set a follow-up date when you reply. The Leads tab shows what is due today.