Sixty-four leads at 8:15 on a weeknight
This example is illustrative. It follows how a used-car manager at a franchise store works leads with dassi, with the names and counts changed.
The store closes at nine and the desk log still shows a week of internet leads. Some are people who asked about a specific car. Some are sell-my-car offers that came in through an instant-offer form. A good share haven’t been touched in ten days and are only on the list because nobody has cleared them.
The instruction is the one at the top of this page. dassi opens the desk log with the manager’s own filters, then goes lead by lead. On each one it reads what’s already there before it writes anything, since “just checking in” lands badly on a customer who replied yesterday.
Forty-one leads get the appointment email. The subject line carries the customer’s first name and the vehicle, because that was the instruction, and the body asks for tomorrow or Thursday. Fourteen stale leads get the last-chance email, and then dassi opens the status dropdown, picks inactive and saves, which is how this store takes a lead off the follow-up list.
No texts went out. The instruction said it was almost nine.
The nine it left alone
Three leads had a note from a salesperson saying the customer bought somewhere else. Sending them an appointment ask would have been embarrassing, so dassi sent nothing and listed them. Two were marked do-not-email.
The other four are the ones worth a manager’s time. Each customer had written back with a number: an out-the-door price, a monthly payment, a counter on a trade. dassi can draft a reply to those, and we’d still leave them with a person. The store’s desk decides what a car sells for.
What it costs you to set up
One evening. You open the list, paste the email you’d normally send, and walk through closing one lead so dassi sees the dropdown and the save button. After that, “save this as a Skill” turns the whole routine into something you start with a sentence.
Expect to correct it once or twice. In the usage behind this page, the manager had to point out that the close-out step had been skipped on one batch, and dassi went back through the list. Check the first few runs against the CRM before you trust the summary.
Limits
Your browser has to be open, and you have to be signed into the CRM. If the CRM logs you out mid-run, dassi stops and tells you.
Every lead it opens is read by a model, so customer names, phone numbers and messages on that screen go to the AI provider you picked. If your group has a policy on that, read it first.
Long runs get expensive. A backlog of six hundred leads is better worked as twelve runs of fifty than as one, both for cost and because a mistake in a short run is easier to spot.