DashboardSettingsCustomers

Customers

Everything your customers hear from you: the assistant that answers them in their portal, and the automatic emails and texts you send about their repair. Nothing here changes what you see — your own alerts are the bell in the top bar.

Portal address

Your customers' permanent way in. Unlike an emailed sign-in link, this one never expires — put it on invoices, business cards, or a sign at the counter.

  Open
/s/
Letters, numbers and hyphens. Changing it breaks any copy you have already given out, so pick one you can live with.
Assistant

Daedalus answers questions in the customer portal using only that customer's own repair orders and vehicles. It does two things: tell them where their car is, and answer general questions about their service. Anything that commits the shop goes to you instead.

Let customers ask the assistant With this on, a customer signed into your portal can ask about their own repair orders, invoices, vehicles and estimates, and where each job stands. Turn it off and the portal still works — they read the same pages themselves — but there is nothing to ask, and anything they would have asked comes to you. What it may say is set below; this switch only decides whether it answers at all.
What the assistant may share about a repair order These apply when the assistant is on, above. Which vehicle it is and where the job stands are always shared — that is the whole point of the portal — as is why the car came in, in the customer's own words. Everything below is yours to choose, and each is enforced by what the assistant is GIVEN, not merely what it is asked to do: a box left unchecked is information it never sees.
One caveat worth stating plainly: these govern what the assistant says, not what a customer can infer. Hiding parts while showing a promised date that keeps slipping still tells them something is on back-order.
Daily message limit per customer Caps AI usage per customer per day. 60 is plenty for real conversations.

What it will not do

When a customer needs a person, you get a notification with the conversation attached.
Messaging

The automatic emails and texts your customers get — the ones that go out on their own, with nobody watching. Sending an estimate or an invoice is something you do, so it always sends. Only customers who have opted in receive them — turning something on here never messages someone who hasn't agreed to hear from you.

What to send
How you appear The name and reply address on your outgoing messages, prefilled from your shop profile. Change one only if outgoing mail should differ from it. The From address is fixed: mail is sent from our domain so it passes SPF, DKIM and DMARC and reaches inboxes instead of spam folders. Your customers see your shop name, and their replies reach you through Reply-to.