What’s new in Dealer Funnel.

The Live Chat setup tab now previews the real widget your shoppers see, so what you configure is exactly what goes live. A showcase mode lets you see every part of the widget in action at once, including a sample Carly reply, vehicle cards, the trade-in form and the switch-to-text card. The in-chat trade-in form now uses guided Year, Make and Model dropdowns from the same vehicle list your team us

eLead leads whose primary contact is a BDC agent or internet salesperson no longer arrive unassigned. You can now choose whether eLead leads follow the Sales Person or BD Agent role right from the Integrations tab.

The widget was showing Closed today and an away status for every store that is not open 24/7. It now reads your posted hours and time zone correctly, and days marked open without set times show as Open today. Carly now uses a clean lettered avatar instead of a robot icon, and you can upload your own dealership avatar for the widget.

Shoppers can now fill out a quick trade-in form right in the chat, either by tapping the What's my trade worth chip or when Carly offers it. The details post into the conversation and save straight onto the lead's vehicle record. Carly now nudges shoppers who go quiet a couple of minutes after her last message, giving you another chance to keep the conversation alive. While Carly is looking someth

Your Google star rating and review count now appear at the top of the chat welcome screen as instant social proof. When a shopper starts a chat from a vehicle page, the widget shows a card for that exact car with photo, price, mileage and stock number. The composer now types out example questions to encourage shoppers to start a conversation. A clear notice tells shoppers that replies may be AI-as

Mouse users can scroll the inventory card strip sideways again with the scroll wheel. Shoppers verifying their phone number can now change their number or cancel instead of getting stuck with their messages going nowhere. An unexpected error no longer leaves a blank white chat box on your site. Shoppers see a simple reload message instead. The Find Us tab was rebuilt with a cleaner layout, an open

Your custom greeting, nudge setting and 24/7 availability no longer appear to snap back to defaults after saving. The setup form now shows exactly what is saved. Edit the widget greeting message, turn the proactive nudge on or off with your own wording, and flip on 24/7 availability so the widget always reads Online now. The setup tab was reorganized with clearer sections, per-setting help text an

The widget now leads with your real dealership name and monogram, honest online or away status based on your hours, warmer greeting and prompt chips, and a polished open animation. Switch to text is now a benefit-led card that appears at the right moment, plus a composer shortcut, so more conversations continue by text. A one-time, dismissible teaser appears on the launcher after a shopper lingers

Videos now upload and send reliably again. Anyone who tried to attach a video file or record one in the browser and got an error can go ahead and send them as normal.

When a customer sends a quick reaction to your text, such as 'Liked' a message, the AI assistant now recognizes it for what it is and stays quiet instead of firing off an unnecessary reply or escalation.

The Attach Video button in funnel email and text steps now closes the picker when you attach, keeps anything you already typed, and adds the correct watch page link instead of a raw file link. Video links in funnel emails are now clickable, and removing a video only removes the link rather than wiping your whole message.

The Files section on a lead conversation is now open to all users, not just agency admins.

The video editor now speaks plain English, with options like 'Reduce background noise', 'Reduce camera shake', and 'Show captions on the video' replacing technical jargon. Enhancements you make in the web AI Studio now save to your video library instead of disappearing when you close the window.

High-priority call signals such as an unhappy caller, a competitor mention, a missed appointment, or strong buying intent now flag the lead into your Flagged leads triage list, on top of the manager note you already get. Calls the AI already resolved are left out, and the flag clears itself once someone replies or calls back.

AI phone calls now highlight word by word as the recording plays, just like rep calls do. Talk time per speaker is now accurate on AI calls instead of showing just a few seconds for a long call. Flagged watchlist keywords now appear as clickable pills on a call. Click one to jump the recording and transcript straight to that moment. In the conversation thread, the speaker timeline is now the way i

Call transcripts now include a who-spoke-when timeline you can click or drag to jump anywhere in the recording, with each person's total talk time. Search inside a call conversation to find and jump between mentions, with the recording seeking right to each hit. Transcripts are more compact and easier to scan, and a rep's calls now show their actual name instead of a generic Agent label.

A recorded call in the conversation now shows a single tidy recap card with the score, sentiment, and a two-line summary at a glance. Expand it for the full summary, call goals, and one-click follow-up text draft.

The View transcript option no longer appears on calls that were never transcribed, so you stop opening it to find nothing there. Recordings still play as usual.

The agent drill-down on the Calls report now shows a short AI summary, a sentiment chip, and the 1 to 10 call score for each call, plus our full player with a synced transcript. The Call Coaching agent drill-down now includes the same word-synced transcript, speaker timeline, search, and talk time as everywhere else, loaded only when you open it.

Coaching cards now open expanded so everything is visible at a glance, call-type playbooks appear as tabs instead of hiding in a dropdown, and the Teach Your AI boxes match the rest of the app.

The AI service agent no longer goes silent when confirming a booking, sending an appointment link, updating customer info, or offering an advisor transfer. Hang-ups and transfers also stop getting stuck. The AI service agent no longer responds to its own greeting when a caller is on speakerphone.

Live chat now only builds View Details links to your own dealership website, and only confirms a vehicle as in stock when it truly matches your inventory.

Reel narration no longer says 'dollars' twice on a price, and now pronounces mileage, spec terms like AWD and MPG, trim codes, and tricky brand names correctly. The closing line of a reel is no longer cut off.

AI phone calls now reliably save a transcript, so keyword and Deal Saver detection run on them and the transcript viewer shows the conversation instead of saying there is none.

Call coaching settings now live in their own Phone Coaching area in client settings, covering live transcription, AI coaching, teaching your AI, keyword watchlist and Deal Saver, and rep practice, all in clear, titled cards. Phone Team is back to just your team roster and ring settings, and Phone AI Voice is now called Phone Voice Agents.

Inventory grid cards now show a hover photo carousel with a photo count, and the vehicle detail drawer shows the full gallery with next and previous plus thumbnails. Reels now use the vehicle's real photos from your feed instead of a single image or AI-generated stand-ins.

The music picker in the reel composer now loads properly. Pick the narration voice for a reel and preview it before you build. Creating a reel no longer fails with a 'Could not start the reel' error.

Every finished call is now reviewed for signals worth acting on, such as a missed appointment, a hot lead, an unhappy customer, a competitor mention, a service-to-sales opening, a price shopper, or a promised callback. High-priority signals alert a manager in real time with a supporting quote. A new Missed Opportunities tab on the Call Coaching report turns those signals into a manager worklist, w

Missed Opportunities and Keyword Hits now report on the day the call happened rather than when it was analyzed, so numbers line up with the rest of your reports. Keyword hits on AI calls now show the real moment in the call, so Play and the transcript jump to the right spot instead of the very beginning. Manager alerts only go to people who are currently on the store, and an alert that fails to se

Keyword hits now open the word-synced transcript scrolled and cued to the moment the phrase was said. Call Coaching is now split into Coaching, Call keywords, and Simulations tabs sharing one date and store filter, so rep practice has its own focused view. Call summaries in the drill-down no longer show stray formatting characters. Wording is now agent-neutral, referring to Voice AI Agents rather

Your keyword watchlist and objection rebuttals now actually save instead of clearing out after you hit save.

Recorded videos now play back properly instead of showing a black screen, save reliably, and offer trimming on the review screen. Recordings are converted so they play everywhere, including Safari and iPhone, and can be texted to a lead. Choose enhancements like background music, noise reduction, stabilization, or volume leveling right after recording and they are applied to your saved video autom

Client settings, Default Messages now has a Video Message card so each store can set the sentence that goes out ahead of a video an agent sends, with smart fields like first name supported.

Extra vehicle photos can now be added through the app, and they show up on inventory cards, the vehicle drawer, and reels.

Play a call and watch the transcript highlight along with it. Click any word or timestamp to jump the recording to that moment. Your watchlist phrases are underlined right in the transcript, with amber marking the high-profile terms that alert a manager. Transcripts are available from the lead conversation, the Voice AI report, and the Call Keywords report.

Set up a per-store keyword watchlist by typing words or phrases and pressing Enter, with a separate high-profile list that alerts the managers you choose. Calls are now scanned by meaning, not just exact wording, so a phrase like 'I need to get out of my lease' is caught by a term like cancel. High-profile hits mention your chosen managers on the call. A new Call Keywords report shows total hits,

A new AI Studio lets you trim a video, clean up the audio, add a music bed, level the volume, and burn in captions, plus an in-browser webcam and screen recorder. Inventory Reels create a narrated highlight video for a vehicle, complete with AI-drafted voiceover and background music, saved into your video library. Draft with AI writes a teleprompter script for you in the recorder. Translate a vide

The Replied count in your blast analytics now matches the number shown in the blast list, so the two views always agree. Unsubscribes are now labeled Opt Outs throughout blast analytics and recipient lists, matching the wording used everywhere else for texting.

The store picker on the Voice AI report now lines up neatly with the date filter, and the Calls and Booked trend lines use different colors so they are easy to tell apart at a glance.

When the AI assistant answers an inventory question in live chat, matching vehicles now appear as visual cards with photo, price, mileage, stock number, and a working View Details link, in both the customer chat window and your inbox, and they stay put when the conversation is reloaded.

The Voice AI report is now a single report that adapts to who is viewing it, with per-agent breakdowns, call recordings, sentiment, and a call-flow view showing how calls ended and where transfers went. Filter the call list by outcome (Booked, Transferred, Message, or No outcome) to zero in on the calls you care about. Receptionist agents now get metrics that actually fit their job, including mess

A new AI agent now uses its own name as its title, so your agents list reads by name instead of a generic label.

New blasts now start with Exclude Leads with Scheduled Messages turned on, so you will not accidentally text someone who already has a message queued. You can now clear an assigned funnel on a blast after picking one. Last Outgoing, Last Incoming, and Lead Created times on the recipients list now show the correct local time instead of appearing hours in the future.

Coaching suggestions no longer repeat the same tip over and over, draft texts never ask the caller for a phone number or email while you are already on the phone, and text suggestions only appear when the caller actually asks for one. Objection tips now use your store's own approved wording from your objection playbook. The book-an-appointment card only appears once the caller has proposed a real

Practice call recordings now load and play instead of getting stuck on Loading recording. Call goals in practice scenarios now check themselves off live and are scored correctly in the end-of-call recap, and report rows open the matching result.

Alert texts for new leads, escalations, appointments, and tags now send through a more reliable pipeline, so an interrupted run no longer silently loses an alert. The Tagged alert toggle now actually sends alerts when a lead gets tagged.

Calls answered by the AI receptionist now land in the inbox with a full summary, how the call ended, and the specific next steps a human needs to take. When an AI-answered call needs a person, it now creates a flag that shows up in your triage deck, banner, and notification bell, and clears itself once someone calls or messages the customer back. Transfer legs in the lead timeline now appear in th

The Impact Report now shows live AI team numbers for the period you are viewing, including calls answered, after-hours calls, appointments booked and booking rate, transfers to a human, customers sold within 30 days of an AI call, and estimated gross once your average gross is set. Click any of the AI team tiles to drill into the actual list of leads behind the number. Stores without a configured

A new coaching impact strip compares what happens after coached versus uncoached calls, including appointments set within 48 hours and vehicles sold within 30 days. Click any agent on the coaching leaderboard to open their individual calls with scores, recap narratives, call type, duration, and the recording player, sorted worst-first for review. The AI receptionist now has her own panel on the Ca

Browse your whole lot in Dealer Funnel with keyword search, multi-select filters for make, model, body style and condition, year and price ranges, live filter counts, sorting, and a vehicle detail panel. Text a lead about a vehicle right from the vehicle detail panel, with a pre-filled, editable message and a link to the listing. Copy a shareable one-line vehicle summary with its link from any car

A caller snapshot now sits at the top of the in-call panel showing lead source, last activity, last contact, and the AI's pre-call read, so you start every call oriented. Coaching tips now appear as a dismissible notification in the top right corner, visible even when the panel is minimized. Inventory and action cards stay pinned until you act on them, and tips hold on screen long enough to read.

Call Coaching settings now include an objection playbook where you can add up to 12 pairs of what the customer says and what your team says, so both live coaching and Ask Carly answer pushback in your store's own approved words.

A showcase caller practice scenario is now available on the simulation hub, using a real in-stock vehicle and its own goal checklist.

Connected calls are now recorded reliably, so dialer session connect rates no longer show 0 percent when every call was actually answered.

Bold, italics, underline, text color, alignment, bulleted and numbered lists, and links in funnel emails now survive all the way to the customer's inbox instead of arriving as a wall of plain text. Merge fields like first name now fill in correctly even when you styled or pasted them, instead of showing up as literal bracket text.

The bell is now a single front door for notifications, at-mentions, due reminders, and flagged leads, with tabs and counts for each category. Reminders get their own mini manager in the bell with All, Overdue, Upcoming and Done tabs and live counts. Mentions in the bell now have Open, Done and Sent tabs plus an inline quick reply, with Enter to send and a confirmation toast. Mentions stick around

Pick the language your AI receptionist speaks from English plus 14 others, and optionally let her offer to switch if the caller is clearly speaking another language. She only switches after the caller agrees, never on a stray word or accent. A new take a message only mode stops the receptionist from transferring anyone and has her capture a message instead. You can now name any AI agent whatever y

When Do Not Disturb is on, the header dot turns amber and the dialer explains that your browser will not ring, and calls you place will ring your cell to connect instead. You no longer get a misleading connection error and dead-end Reconnect prompt when your web phone has been turned off for your user.

Bulk Compose Message was removed from the lead list and the action dropdown was removed from the funnels Leads Assigned table, since those actions were not ready for everyday use.

Asking about hybrids, electric, or diesel vehicles now returns the matching cars on your lot instead of coming back empty.

You can now limit which front-desk departments or people each AI receptionist is allowed to transfer to, so she stays focused on just the lines you choose. Leave it empty and she can reach the whole front desk exactly as before. The receptionist responds noticeably quicker between turns, so calls feel more natural and less hesitant. A bigger, better-described voice catalog makes it easier to pick

If a transfer is declined or goes unanswered, the receptionist now remembers who was calling and why, so she picks up the conversation instead of starting over. When a caller corrects their name after a failed transfer, the correction is now saved to the lead and she keeps taking the message rather than asking how she can help all over again.

Clicking Take over the conversation now switches you into the message box right away instead of leaving you waiting several seconds.

Practice a call is now available to any staff member from the softphone, not just admins, so managers and reps can rehearse whenever your store has it enabled.

The receptionist can now answer questions about your store hours, including whether you are open right now, using the hours you set up on the Hours page. Trade-in vehicles and vehicles of interest are now saved separately on the lead, so a second vehicle no longer overwrites the first and the Vehicle of Interest section fills in properly.

The voice agents list now shows each agent's actual selected voice instead of a stale value, and the agent pages show the phone number the agent answers. The Voice AI report now includes how many agents are active per store with a breakdown by type, plus a click-to-expand view of every agent including paused ones. Names captured on a call are now filled in on leads that only had a placeholder, and

The Also match these words field now accepts full phrases with spaces, entered as tags, instead of silently stripping spaces. The Ring a person row now wraps properly so you can actually read the person you selected.

After a rep accepts a transfer, the caller is connected noticeably faster, and the familiar entry beep is still there.

When every ring attempt on a transfer fails, the caller is now rescued back to the receptionist to leave a message instead of sitting on hold indefinitely, and a missed-call alert is sent once per call. Transfer calls now dial and recover reliably on the phone account that owns the call, resolving stuck transfers. Messages taken by the receptionist always tag the lead's assigned salesperson.

Known callers can be routed straight to their assigned salesperson, to that rep plus a group, or through triage, and a salesperson's name can be used as a transfer destination. Callers hear hold music instead of ringing during person transfers, and the briefing and connecting lines are now spoken in your agent's own voice. Reps can accept a transfer by pressing 1 or simply saying yes, and can inte

Your AI receptionist can now take a message and hang up on her own — messages are saved right onto the customer's conversation as a note, including any teammates you tagged, so nothing gets lost. Choose how each agent hands off a call: a briefed transfer that screens for your team first, or a quick straight-through connect. If a transfer does not go through, the caller comes back to the receptioni

Saving or creating a voice agent no longer fails. Advisor and transfer phone numbers now display in a clean, readable format and pasted numbers with a country code no longer lose a digit. Four new voices to choose from, plus a cleaner notify-when-a-message-is-taken picker that reads correctly in dark mode.

When a ring attempt fails or is cancelled, the call now properly rolls to the next person in line, logs as a missed call, and sends the caller to voicemail instead of ringing forever. Reps answering a transfer from the AI receptionist now see the caller's name and what they are calling about.

The schedule time dropdown is no longer hidden behind the window.

DF Managers can now use Ask Carly for the stores they manage. Ask Carly can break down a lead source end to end — for example, of this month's Cars.com leads, how many booked an appointment, showed, and sold.

Agency-wide saved replies can finally be edited and deleted by agency admins instead of erroring out, and saving a reply no longer shows a failure message when it actually saved. The message box no longer changes text size when you click into it, which was most noticeable right after inserting a saved reply.

Agents can now see appointments they are co-assigned to.

The first lead in a call session now opens automatically instead of starting from the second call. A call the customer actually answered is no longer logged as a no answer. The active call session now has a clear dark session console that stays out of your way, minimized by default, so you have more room for the conversation. The softphone quietly refreshes itself when a login token expires instea

Deleting an uploaded file can now be undone from the success message, and restores show in the file activity log. Download all now includes photos customers texted in, and files in the zip get real, readable names instead of unreadable codes. Delete confirmations now use a clear in-app warning dialog.

Every file on a lead now gets a document type automatically — driver's license, insurance, credit app, proof of income and more — with a category filter and the ability to correct a label yourself. A document checklist shows what you have collected and what is still needed, and adapts to the deal type (finance, cash or lease), auto-filling from the deal when Opportunities is on. One tap drafts a f

A new Files pill in the conversation opens a full-width gallery of every file on a lead — agent uploads, texted photos and email attachments — in one place, and it now works from conversations opened in a drawer too. Upload files with drag and drop, with instant size and type checks, live progress, and retry on anything that fails. Switch between grid and list views (remembered per user), and card

Print a QR poster for your showroom so walk-ins can check themselves in from their phone — it creates the lead and sends your welcome text automatically. Returning customers are matched to their existing conversation instead of creating a duplicate, check-ins count as a store visit in your Visited filter, and a pending appointment is automatically marked as showed. Set it all up from the plus menu

Filter your inbox, choose Select all matching this filter, and send the whole list straight into a call session — no more clicking leads one at a time. When a filter matches more than one session's worth, pick the first 250 by priority or a random 250 so repeat sessions do not always call the same people. Getting a session ready now takes a couple of seconds instead of 15 to 20, with a real progre

Dialing sessions are now saved on the server with a session report, and a lead being called by one rep is locked so a teammate does not call them at the same time. A call you ended while it was still ringing is no longer counted as connected.

The softphone now reconnects itself after a laptop sleeps, the network blips, or a session quietly expires — so you no longer come back to a dead phone and miss calls. A clear Reconnecting state and a working Reconnect button replace the stuck spinner. Phone errors now use plain, brand-neutral wording that is safe to have on screen in front of a customer.

Redesigned the conversion funnel, activity, lead equity, blast pulse and AI receptionist widgets so they are easier to read at a glance, including a reply-rate bar on blasts and an on-duty status for the receptionist. The Messages Sent chart now fills in past months of history instead of only showing the current month.

A new live phone floor widget on the dashboard shows the calls happening right now, sorted so the longest-running ones are on top, with a ticking timer that turns amber and then red when a call runs long. Each active call shows which rep is on it and who they are talking to, and admins can listen in with one tap, then whisper, join, or leave. A footer strip shows who is currently available to take

Briefing transfers now update reliably. You will see the transfer move from ringing to connected right away, and the Complete button appears as it should instead of the call falsely showing as no answer. You now hear a ring tone while a briefing transfer is connecting, so you know it is actually trying, and it stops the moment the other person picks up. If you try to refresh, close, or navigate aw

Recorded greetings, including voicemail drops, per-number voicemail, phone menus, announcements, and ring group greetings, now play your actual recording instead of an application error message. Admins can convert all previously recorded greetings in one click from Phone Setup under Maintenance, so older greetings work without re-recording them.

The Send to step now uses a searchable single client picker, which matches how blasts actually send and prevents confusion when filters only applied to one client.

Website demo and text-me forms now submit in a couple of seconds instead of around 30, so fewer shoppers give up mid-form. The first text back to a website lead is now personalized with relevant inventory instead of falling back to a generic message.

Type @ in a note to pull a manager or teammate into a conversation. Replies stay threaded under the note, and a new Mentions inbox collects everything that's waiting on you.

Get mentioned on a deal and it shows up right next to your lead mentions: one place to check, nothing slips.

Work every deal from first pencil to sold on one board: move deals between stages, keep notes and files on the deal itself, and see at a glance what's stalled.

It answers the line, figures out whether the caller needs sales, service, or parts, and connects them. No phone tree, no hold music.

Hand off a live call and the person picking up gets an AI summary of the conversation so far. Your customer never has to start over.

Select a stack of leads and the dialer works them one at a time: hang up, log the outcome, and the next call is already queued.

Missed calls can land in a shared department mailbox instead of one person's. Whoever is free hears it and calls back.

Dealer groups can now set exactly who can make and take calls on each store's phone lines.

A new report shows every call the AI answered: what callers wanted and how each call ended.

Rebuilt dashboard widgets, including a live view of sold deals and, for stores on the pipeline, your deals in progress.

When you mark a lead Sold you can pick the real sale date, so a deal you close a few days into a new month still counts in the month it really sold.

Drill from a year, to a month, to every individual deal, including the sales that came back from leads everyone had written off.

Every recorded call now gets a single 1-10 score, so coaching starts from the same number no matter where you're looking in the app.

Carly reviews real calls and coaches on what to say next time, and reps can run roleplay calls against an AI customer before it counts.

A new review comes in and Carly writes a reply in your store's voice. Nothing posts until you approve it.

Get AI help while you're on a live call: suggestions grounded in the lead's history and your actual inventory, right when you need them.

Pick the data, view it as a table or a chart, export a PDF, and publish it to a store. No support ticket required.

Make and take calls without leaving Dealer Funnel: transfer, drop a voicemail, and find the recording on the lead afterward.

Press ⌘K (Ctrl+K on Windows) anywhere in the app to search leads and conversations and jump straight to them.

See exactly who a blast will reach (a sortable list of every lead) before you hit send.

Smoother embedding on your site and a dynamic welcome message for visitors.