Pending Invite Sent!

You should have already received a Botdoc invite to your dealership team account - make sure you click on that link to finish setting up your account before proceeding below.

Step 1 Pre-Watch the 3 videos below. These will tell you WHY your dealership is having to change and WHY Botdoc will keep you compliant with a quick demo. You will see how your Sales associates will be able to do business with Botdoc along with a backend overview of what the P2 conversations look like for your team interactions.

(YOU CAN SKIP THIS STEP IF YOU ALREADY WATCHED THEM PREVIOUSLY IN STEP 2)

Industry Changes (6:51)

Why the issue of in-transit encryption is so important

Botdoc Demo (7:01)

Quick Short Code Demo for your Sales Associates on how Botdoc works in Texts and Emails.

Backend Overview of how to Use P2 conversations (11:24)

Section 1 - Quick Start Guide!

Onboarding your dealership(s) can be a Busy day. And important to get through as the following videos will familiarize you with Botdoc. They are all Really short but Important. We advise you have your Botdoc account open in another browser so you can also see it live.

WHO can onboard or oversee the rollout and training for your dealership locations?

The HQ POC can set up all necessary users, queues, and remote users via the ORG functions from one centralized team.
The HQ POC can invite an Admin to the ORG to set up/train any teams (users, queues, and remote users) or to be able to oversee more than one team after setup.
If you have multiple locations you can designate an Admin for each rooftop location.

Get Yourself Prepared

Step 1 Schedule your "Go Live Date" with your Sales Associates, Sales Managers, Business Managers and anyone else that will be using Botdoc. This will be your official Launch Date!
Step 2 Compile a list of every users Name, Email and Mobile Phone Numbers

o 1st list: for Sales Managers, Business Managers and anyone that will need full login access to Botdoc

o 2nd list: for sales associates who will have remote access (not full login access)

*NOTE - Remote Users were designed to allow for “outside” individuals to send URL Automations (via short-codes from their mobile phones) to collect documents without needing to have direct access to the Conversations Product.

Full User = this person has a Botdoc login and access to the P2 conversations dashboard (and P1 dashboard).
Remote User = this person only has access to the URL links and no login permissions to Botdoc dashboards.

These step by step videos will get your dealership up and running same day!

Videos 1 and 2 (P1)

(1) Admin/Owner Overview (1:32)

"My Team" tab - configurations, settings and Organization tab

(2) P1/Organization View (1:39)

Owners and Admins of any team can now view and manage multiple Teams with full visibility. Full visibility entails P1 team access, creating queues, sending invites to any team, and assigning permission levels.

Imagine that your auto dealership has 10 dealerships that your HQ POC, Admin POC or IT department would need access to! The Organization feature allows this without having them to log into 10 different accounts! Click HERE for additional detailed instruction or FAQ

Video/Demo 3 (P2)

(3) Interactive Demo - P2/Conversations Organization View (1:13)

Full visibility entails viewing P2 conversations coming in from any queue, team contacts, adding remote users to any queue, and re-assigned new remote users to a queue (Personal user containers/My View are not visible to Org owners)

Video 4 and 5 (Action Items P1)

(4) Set up Queues (1:26)

Set up queues BEFORE you add users.

We suggest adding 2 Queues to your account, one for New car sales and one for Used cars sales.

(5) Add Users & Permission Levels (0:58)

Add F&I, Sales Managers and Business Managers ONLY

(not remote users at this stage)

While adding users you can pre-select their permissions and then pre-select what Queue you want to assign them to.

FAQ link on access levels for Owners vs Admins Click HERE

Videos 6 and 7 (P2)

(6) P2 Navigating left toolbar & settings (1:04)

Familiarize yourself with the P2 dashboard, navigational toolbar, icons and settings

(7) Creating Contacts/Remote Users (0:55)

Adding your Sales Associates contact information is a key step BEFORE you can send them their personal URL links for SMD short code set up

Full User = this person has a Botdoc login and access to the P2 conversations dashboard (and P1 dashboard).
Remote User = this person only has access to the URL links and no login permissions to Botdoc dashboards.

*Tip: BEFORE you click on the blue "send SMS" button, we suggest that you copy the remote users URL link in the bubble to the left of the screen, then click the "send SMS" button and paste the URL link into your remote users contact info (or paste it into any internal spreadsheet you may have for your remote users so that you can identify their URL's)

Videos 8 and 9 (P2)

(8) Sending automated flows (SMD short codes) to remote users (1:04)

send each sales associate/remote user their automation flow links via the Personal URL Automations so sales associates can initiate containers via a short-code from their mobile device

*Note: your sales associates can hard code a custom text phrase for their replacement text inside their keyboard. This would be the message that the customer would receive along with the URL link.

“General Document” links will open an automated flow to collect documents using PULL features.

“ID Request” links will open an automated flow for collecting data from and validating a Drivers License (as well as a PULL feature for collecting documents AFTER an ID has been validated). (this is a paid feature)

(9) Do your remote users have a flip phone or not using a mobile?

Create a QR Code!

You will still have to set up each remote user contact with the personal URL Automation but with this URL the remote user can send or access any customer by several open-ended options.

*Via business card, text, email signature block, CRM messaging, and social media DM's

Create QR code - https://www.qrcode-monkey.com/

- Click on QR link above
- Enter your URL short code into the "Your URL" field
- Click green button "Create QR Code"
- Click "download PNG"
- Add QR code to: see above list

Video 10 (P2)

(10) Viewing conversations coming in from the remote users or queues (0:32)

Congratulations! You are now up and running with Botdoc!

Any questions please email us at onboarding@botdoc.io

Section 2 - "Optional" on GO LIVE Day!

Best Practice:
- Schedule a day and times to meet with your dealership staff in a conference room
- Schedule two meetings
  - One meeting with sales associates who will be remote users (remote users only have access to the URL links and no login permissions to Botdoc dashboard)
  - Another meeting with Sales Managers and Business Managers (and F&I Managers if they will be using Botdoc) who will have login permissions to the Botdoc dashboard.
- Larger dealerships you may want to schedule multiple meetings to accommodate the size of your conference room and schedules.

Don't worry you will just have to play videos of us talking during those meetings!

Congrats!