AI summary

Once a buyer shares their contact info with the AI Sales Agent, it carries forward for the rest of that visit, so texting in, booking a visit, or getting pre-qualified again doesn't ask for the same details twice.

A buyer texts in, then a few minutes later wants to book a visit, then decides to get pre-qualified too. Until now, each of those was its own form, and each one asked for the same name and phone number again. Answer it slightly differently the second time, and the dealership ends up with two records for one buyer.

So the AI Sales Agent now remembers.

What changed

Once a buyer shares their contact info with the AI Sales Agent, it's kept for the rest of that visit. Texting in, booking a visit, or getting pre-qualified again prefills what's already known, so a buyer is only ever asked for genuinely new information. Consent is never assumed on their behalf: every action still asks for it fresh.

One buyer, one lead

The upside isn't only a shorter form. A buyer who re-enters their number with one digit off has always been the quiet way one visitor turns into two leads in the CRM, with the earlier one left stranded. Keeping the details consistent across the visit keeps the buyer as one record on your side too.

Where to find it

Nothing to turn on. It runs automatically in the AI Sales Agent widget on every dealer site.

Frequently asked questions

For the length of that browser visit. It clears when the buyer closes the tab, and a return visit starts fresh.

No. Consent is asked fresh every time it applies; only contact details that were already given are reused.