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Mark, the phone assistant

Mark is TotalBay's AI phone assistant (Phone Assistant add-on). He always says he's an automated assistant.

Incoming calls

Set your shop phone to forward unanswered or busy calls to the shop's Twilio number. Mark answers, takes name, number, vehicle and concern, books a drop-off or texts the check-in link, and texts you a short summary. Spam calls get a polite goodbye. Known customers are greeted by name.

Car ready

Press Car is ready on the RO. Mark calls the customer once (shop hours) with the balance due and offers to text the secure pay link. No answer means the ready text goes out instead. Pressing twice never calls twice. Mark never takes card numbers by voice.

Estimate ready

Press Estimate ready. Mark calls once to say the estimate is in their text. Automatic estimate calls can be turned off in phone settings; the button still works.

Parts calls

See Automatic parts ordering.

Tow calls

If your shop tows, Mark can take tow calls. See Towing calls.

Every call is on the Calls tab with a transcript.

Related

Automatic parts orderingTowing calls (Mark takes tow requests)

Still need help? Contact support

TotalBay Help · Still stuck? Contact support or email [email protected].