STEIV Dashboard

Conversations Today

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New Leads Today

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Active Conversations

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Escalations Today

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Incomplete Calls

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Recent Conversations

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New Leads

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Archived

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Select a conversation

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Select a conversation to view messages

Customer

?

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Phone—

Email—

Location—

Channel—

Status—

Started—

Messages—

Quick Summary

Select a conversation to view details.

Name	Phone	Email	Service Needed	Channel	Priority	Status	Captured
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Lead Board

Inbound leads with assignment status and claim countdown.

Time	Customer	Vehicle	Source	Status	Assigned	Timer
No leads yet. Fire a test lead to see the waterfall in action.

Select a lead to see its timeline, assignment history, and message thread.

Performance

Last 30 days

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Leads received

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Average text time

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Claim rate

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Manager alert rate

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Responsiveness

Average text time

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Slowest text time

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Average handoff time

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Slowest handoff time

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Texts that failed to send

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Texts that took over 60s

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Engagement

Avg bot messages before claim

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Median customer reply

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Conversation drop-off

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Claim & rotation

Median time-to-claim

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Avg rollovers per lead

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Active leads now

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Lead source

Source	Count	% of total

Channels

Channel	Leads	Messages

Appointments

Appointments set

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Closed (won)

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Closed (lost)

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No-shows

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Close rate

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No-show rate

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Salesperson leaderboard

Name	Assigned	Claimed	Rolled	Claim %	Median claim

Delivery

SMS delivery rate

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SMS sent

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SMS received

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Email delivery rate

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Email sent

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Voice minutes

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Salespeople

Rotation members. Drag to reorder. Toggle availability if someone is out.

	Name	Phone	Role	Order	Available	Schedule	Stats (7d)
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Conversations

Customer chats from your website widget and SMS. The bot answered, looked up inventory, captured leads where it could.

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Pick a conversation on the left

You'll see the full thread including any tool calls the bot made.

How leads get assigned

When a new lead comes in, STEIV texts the customer right away and notifies your salespeople. If nobody claims the lead in time, it rolls to the next person on the rotation.

Assignment strategy

Fair round-robin spreads leads evenly across available salespeople. Manual availability toggle and the daily schedule still take priority.

Time to claim (minutes)

How long a salesperson has to reply CLAIM before the lead rolls to the next person. 5 minutes is typical.

Max rollovers

After this many people decline (or time out), the manager gets pinged. 3 is typical.

Manager priority window (minutes)

Route new leads to the manager first for this many minutes before they enter the salesperson rotation. Set to 0 to skip.

Manager's phone

Where alerts go when no one claims a lead.

After-hours behavior

What happens to leads that arrive outside your business hours.

Business hours

to

Open and close times for after-hours behavior above.

First text to the customer

The instant a lead arrives, STEIV texts the customer this message — before your salesperson even sees their phone. Speed-to-lead in seconds, not minutes.

Quick templates

Your message

Click to personalize — STEIV fills these in for each lead

Live preview — what the customer sees

SMS · Just now

Hi Sarah, this is Safford VW of Fredericksburg. Thanks for your interest in the 2024 Volkswagen Tiguan. We have it ready to see — when works best for you?

ADF Lead Mailboxes

Email addresses you give to lead providers (CarGurus, Cars.com, KBB, dealer site). Leads emailed to these addresses are parsed and routed automatically.

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CRM Connection

Forward each lead to your dealership's CRM (VinSolutions, DealerSocket, etc.). Salespeople log activities in the CRM as usual; STEIV keeps it in sync.

Provider

Push mode

CRM ingest email

Inventory

Upload your inventory feed. We accept CSV exports from HomeNet, vAuto, your DMS, or any tool that produces a stock-numbered list. Re-uploading refreshes prices, mileage, and status without duplicating rows.

0 vehicles

Auto-update mode

How does inventory get refreshed?

Most dealers use email (HomeNet/vAuto auto-mail) or URL (DealerInspire/CDK feed link). Manual works for everyone.

Drop a CSV here or click to browse

Up to 10MB. Required column: stock_number (or stock / stock#).

Current inventory

No inventory yet. Drop a CSV above to get started.

0 entries

Conversations

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Leads

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Resolution Rate

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Avg Response

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first reply

Msgs / Convo

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Busiest Hour

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Voice Minutes

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0 of 100 min used 0 calls

Conversations Over Time

Channels

Lead Funnel

Lead Types

Social Media

Widget Appearance

Primary Color

Widget Position

Greeting Message

Business Name (shown in header)

Show "Powered by STEIV"

Display branding on the widget

Embed Code

Widget Logo

Upload your business logo. Shown in the chat widget header.

Choose File

Preview

Website URL

Enter your website URL to preview the widget on your actual site

Enter your website URL above to preview

S

Online

Expand

New

Hi! How can we help you today?

Summary

Today

No appointments for this day

Compose Post

Select Platforms

Message

Describe what you want to post

Image

Describe the image you want

Schedule

Also post in English

We'll translate your post to English and publish both versions to the selected platforms.

Booking Preferences

Appointment Duration

Buffer Between Appointments

Communication Channels

Web Chat

AI-powered chat widget on your website

Active

SMS

AI responds to text messages via Twilio

Voice

AI handles phone calls via Twilio

Social Media DMs

Respond to Facebook, Instagram, Google messages

Connect Your Phone System

Route calls from your existing phone system to STEIV's AI assistant. Choose your integration method below.

Call Forwarding

Forward calls from your PBX to a STEIV number. Works with any phone system.

Recommended

SIP Trunk

Direct SIP integration for on-premise PBX systems. Lowest latency.

Advanced

SIP Trunk Configuration

Connect your on-premise PBX directly via SIP trunk. Requires a SIP-capable PBX (3CX, FreePBX, Asterisk, FusionPBX, VitalPBX).

SIP Domain

                                            Requires Twilio number first
                                        

SIP URI

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Port

5060 (UDP/TCP) / 5061 (TLS)

Codec

G.711 (PCMU/PCMA)

Note: SIP trunk integration routes calls matching your inbound rules to STEIV via Twilio's Elastic SIP Trunking. Your PBX admin configures the trunk pointing to the SIP domain above. All call audio flows through Twilio — STEIV never directly handles SIP traffic.

SIP Trunk Guide for Your PBX

Business Information

Business Name

Business Phone

Business Email

Service Area

Business Hours

Industry

Not set

Industry settings configure your AI bot. Change it in the AI Bot tab.

Website

Timezone

Online Booking

Chatbot handles all online booking Also link to a dedicated booking page in campaigns

Escalation

When the AI can't handle a request or a customer asks for a human, calls and messages are forwarded here.

Escalation Phone

Escalation Email

Emergency Handling

Auto-Escalate on Emergencies

When the bot detects an emergency (gas leak, flooding, no heat, etc.), automatically offer to transfer the caller to your team.

Emergency SMS Alerts

Send an urgent text message with caller details when an emergency escalation triggers. The bot will also inform the caller that a text is being sent.

Chat Bot Personality

This controls how your bot behaves on webchat and SMS. Chat responses can be longer and include links, lists, and detailed information. Pre-filled based on your industry — customize it to match your brand voice.

Industry Template

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Your bot's behavior is optimized for this industry. Changing it will update the personality below.

Tone

Sets how your bot talks with customers. Each tone shapes the bot's empathy and word choice. Default is Friendly.

Bot Personality

This is the core instruction set for your AI assistant. It defines personality, rules, and how it interacts with your customers.

Voice Bot

Voice calls use a lean, fast prompt optimized for spoken conversation. Responses are kept short and natural. Configure the voice, greeting, and any custom instructions for phone calls.

Voice

Welcome Message

Voice Personality (optional)

These instructions are added to the voice bot's prompt. The voice bot already knows to keep responses short and conversational — use this for business-specific voice rules.

Conversation Questions

Customize what your bot asks customers. Reorder with arrows, edit wording, or add your own questions. Follow-up questions are asked first to understand the customer's needs, then contact capture collects their info.

Follow-up Questions

Contact Capture

Max 10 questions. Contact questions can be disabled but not deleted.

Transfer to Human When...

When a customer says any of these phrases (or something similar), the bot will let them know it's connecting them with your team.

Trigger Phrases

Comma-separated. Examples: "speak to a person", "talk to someone", "manager", "complaint"

Max Messages Before Transfer

If the conversation goes this many messages without resolution, the bot offers to connect them with a human.

Bot Behavior

Collect Visitor Contact Info

Bot will naturally ask for name, phone, and email during conversations

Appointment Scheduling

Allow bot to check calendar availability and book appointments

Mobile / on-site service — collect customer address before booking

Notification Preferences

Control which notifications you receive. SMS goes to your escalation phone. Summary & report emails go to the notification email below (or your escalation email if blank).

Notification Email

Receives daily summaries, weekly reports, and new-lead email alerts. Leave blank to use your escalation email.

New Lead Alerts — Email

Get emailed when a new lead is captured

New Lead Alerts — SMS

Get a text when a new customer contacts you

Escalation Alerts

Immediate SMS + email when a conversation needs human attention

Daily Summary

End-of-day recap of conversations and leads

Weekly Analytics Report

Weekly email with performance metrics

Review Auto-Response

Auto-respond to reviews

AI drafts and posts replies automatically

Minimum stars to auto-respond

Reviews at or above this rating get auto-replied

Reply tone

Tone used for all AI-generated replies

Review poll frequency

How often to check for new reviews

Recovery Offers — AI picks from this list for negative reviews, never invents its own

DM Auto-Response

Facebook Messenger auto-respond

Bot replies to Facebook DMs automatically

Instagram DM auto-respond

Bot replies to Instagram DMs automatically

Inbox Notifications

Email notifications

SMS notifications

Notify on new review

Notify on negative review (1-2 stars)

Notify on hostile content

Notify on new DM

Customer-facing emails

Send customer-facing emails (appointment confirmations, lead notifications, receipts) from your own domain. Until set up, those emails come from noreply@steiv.ai with your company name in the From label.

Current Plan

Trial

Free trial

Active

Total Conversations

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KB Entries

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Total Messages

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Usage — This Month

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voice minutes

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SMS messages

Overage Rates

Voice Overage

$0.12/min

per minute beyond plan

SMS Overage

$0.04/msg

per message beyond plan

Auto-replenish when limits run out

Your card is charged automatically based on your projected end-of-month overage, with a $25 minimum top-up. Unused funds roll to your next bill.

Billing alert history

Recent alerts STEIV sent to your escalation email about usage, replenish failures, and payment status.

API Keys

Use API keys to integrate STEIV with your existing tools and workflows.

sk-steiv-****************************a7f2

Team Members

Manage who has access to your STEIV dashboard.

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Role Permissions

Owner Full access — settings, billing, team management, all features

Staff Conversations, knowledge base, social, calendar — no billing or team settings

Readonly View-only — can see conversations and analytics but cannot modify anything

Two-Factor Authentication (2FA)

Add a second layer of security to your sign-in. Even if your password is stolen, no one can sign in without the 6-digit code from your authenticator app. Works with Google Authenticator, Authy, 1Password, Microsoft Authenticator, and Bitwarden.

Language Settings

STEIV auto-detects what language your callers speak and responds in their language. Conversations are translated to your dashboard language automatically.

Bot Greeting Language

The language the bot uses to answer the phone. It will auto-switch if the caller speaks a different language.

Dashboard Language

All conversations and notes will be translated to this language on your dashboard.

Current Platform Posture

What protections are on right now. Sourced from platform state, not scan output.

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Scan Evidence — Latest by Repo

Source: shamlock-agents security-toolchain producer. Each card shows the latest scan summary; click to drill into history and per-finding detail.

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Policy Library

HIPAA policy library + security posture docs. Annual review cadence; next review dates noted per doc.

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Select a policy from the left to view.

Audit Log

Every authenticated action that touches PHI, modifies config, or authenticates a user.

Search

Action

Role

Tenant

Resource

From To

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Network Activity

Query NSG flow logs from blob storage. Canned templates today; add custom queries as investigation needs come up.

Window

Pick a template above to start querying.

Image Source

Headline

Body Text

Call to Action

Logo Variant

Brand Color

Output Formats

Your creative will appear here

Select a template and generate to see results

Lead Board

Performance

Salespeople

Manage salesperson seats

Reassign lead

Add Salesperson

Conversations Over Time

Channels

Lead Funnel

Lead Types

Social Media

Show "Powered by STEIV"

Choose from your image library

Scribe

Booking Preferences

Web Chat

SMS

Voice

Social Media DMs

Connect Your Phone System

Call Forwarding

SIP Trunk

Auto-Escalate on Emergencies

Emergency SMS Alerts

Collect Visitor Contact Info

Appointment Scheduling

Configure Your Industry

New Lead Alerts — Email

New Lead Alerts — SMS

Escalation Alerts

Daily Summary

Weekly Analytics Report

Auto-respond to reviews

Minimum stars to auto-respond

Reply tone

Review poll frequency

Facebook Messenger auto-respond

Instagram DM auto-respond

Email notifications

SMS notifications

Notify on new review

Notify on negative review (1-2 stars)

Notify on hostile content

Notify on new DM

Add overage credit

Ops Console

Compliance