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Steer Agents

What it is for​

Steer Agents are two AI assistants that work for your dealership: the Sales agent answers and follows up your leads, the Marketing agent recommends cars to promote and prepares posts. You set their rules; nothing is published without your approval.

Access​

  • Menu: Steer Autos AI › Steer Agents (/dashboard/steer-ai/agents/sales).
  • Requires the Steer Agents module on your team.

Steps​

Sales agent​

  1. Open Steer Autos AI › Steer Agents. The Sales agent tab opens (conversations and appointments).
  2. Click Start guided setup: the setup assistant asks nine short questions, one at a time, and saves each answer to your rules.
  3. Review the sections:
    • Dealership rules ("N/9 completed"), for example warranty and financing.
    • Channels: enable only connected channels.
    • Follow-ups: automatic lead follow-ups.
    • Missed calls: a Recovery SMS to a known CRM lead after an unanswered call, with the Number receiving calls.
    • Performance: Leads handled, Replies sent, Appointments, Recovered by follow-up, Human handovers.
  4. Click Enable the agent. To stop it, disable it and confirm.

Marketing agent​

  1. Click the Marketing agent tab (post recommendations).
  2. Open Recommendations to choose cars and channels, then prepare posts.
  3. In Review & approve, edit each caption and approve it before publishing.
  4. Use Existing inventory to push older cars, and Strategy & channels to choose the channels.
  5. Ask the Marketing assistant for help, for example "Which cars should I promote this week?".

Good to know​

  • At least one channel must be ready before activating the Sales agent.
  • Follow-ups stop as soon as a lead replies, opts out, books, or an adviser takes over.
  • The setup assistant never overrides your approved commercial terms, and the marketing assistant cannot approve or publish on your behalf.
  • A car is eligible for marketing recommendations only if it has a price and an image and is not archived, sold or reserved. You can prepare up to five posts at once.
  • Disabling the Sales agent stops replies and pauses follow-ups. You can re-enable it at any time.

Common issues​

"The agent is active but no rule is filled in (0/9)." Click Complete the rules; without rules, answers may be too generic.

"No new eligible cars." Give your cars a price and an image, and make sure they are not archived, sold or reserved.

"Unable to save this answer". Send the answer again to continue the setup.

"Unable to publish". Check the channel connection in Settings › Integrations, then try again.

See also​