Manager Dashboard

Centralize holiday, section, rule, and protocol assignments.

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Miki Hardisty
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Brad Gregerson - Pineville North

Generate XML Edit Clone Back
Field Value
ID 12
File ID Prefix 0
Filename 0__Live_-_Brad_Gregerson-_Pineville_-_Amy.xml
ElevenLabs Agent ID None
Environment Dev
Owner Name Brad Gregerson
Location Name (Short) Pineville North
Full Location Name Pineville North Carolina
Agent Name Amy
Manager Name Josh Smith
Manager First Name Josh
Manager Pronouns -
Role Customer service representative for AAMCO [location_name]
Personality Empathetic, solution-focused, conversational, caring, follows procedures exactly
Current Time Template {{system__time}}
XML Root Name aamco_assistant
Franchise Association -
Notes -

Business Model Settings

Field Value
Agent Capabilities
schedule appointments, answer questions or take a message
Vehicle Inspection Type diagnostic service
Transfers for Towing Yes
Transfers Back to Shop No
No Transfers Allowed No
Accept Appointments Yes
Drop Off Only No
Agent Can Quote No
Field Value
Address 316 N Polk Street, Pineville, North Carolina 28134
Short Address None
Address Spoken None
Phone Number 704-689-3001
Directions -
Freeway Directions -
Cannot Provide Text messages, emails, automated reminders
After Hours Drop Off Instructions -
Day Type Status Business Hours Appointment Hours Lunch Break Drop Off Hours
saturday CLOSED - - - -
sunday CLOSED - - - -
Holiday Name Description
Black Friday (the day after Thanksgiving) Custom holiday: Black Friday (the day after Thanksgiving)
Christmas Day (December 25, 2025 OR December 25, 2026) Custom holiday: Christmas Day (December 25, 2025 OR December 25, 2026)
Independence Day (July 4, 2025 OR July 4, 2026) Custom holiday: Independence Day (July 4, 2025 OR July 4, 2026)
Labor Day 2026 -
Labor Day 2027 -
Labor Day (September 1, 2025 OR September 7, 2026) Custom holiday: Labor Day (September 1, 2025 OR September 7, 2026)
Memorial Day 2026 -
Memorial Day 2027 -
Memorial Day (May 26, 2025 OR May 25, 2026) Custom holiday: Memorial Day (May 26, 2025 OR May 25, 2026)
New Years Day (January 1, 2026) Custom holiday: New Years Day (January 1, 2026)
Thanksgiving 2026 -
Thanksgiving 2027 -
Thanksgiving (November 27, 2025 OR November 26, 2026) Custom holiday: Thanksgiving (November 27, 2025 OR November 26, 2026)
Name Type Severity Actions
1_rules_starter_pack default critical Edit
inspection_fee_protocol_ft_pierce custom critical Edit
procedure_order default critical Edit
acknowledge_and_reflect_no_vcc custom critical Edit
2_rules_expansion_pack_appointments optional critical Edit
no_pricing_quotes custom critical Edit
no_transfers_except_towing optional critical Edit
saturday_closed optional critical Edit
Name Type Actions
appointment_decision_tree custom Edit
objection_handling generic Edit
appointment_validation custom Edit
appointment_walkthrough_examples custom Edit
proximity_nudge custom Edit
transmission_issue_clarification optional Edit
towing_request_handling custom Edit
proactive_appointment_booking_fee_for_inspection custom Edit
tone_and_response_guidelines default Edit
holidays default Edit
tone_and_response_guidelines_mo_stores custom Edit
objection_handling_no_vcc custom Edit
1_section_starter_pack default Edit
scheduling_logic custom Edit
voice_delivery generic Edit
proactive_appointment_booking default Edit
pricing_jonathan_tow reference data Edit
objection_handling default Edit
voice delivery universal Edit
Protocol Key Type Actions
uncertain_information emergency Edit
vehicle_status_unknown emergency Edit
towing_transfer_system_failure special_situations Edit
towing_time_uncertainty towing Edit
default_towing_protocol towing Edit
escalation_callback_protocol special_situations Edit

No procedures configured.

Field Value
Services Offered
Vehicle Courtesy Check (FREE) Transmission services (automatic and manual) Brake service and repair Air conditioning services Check engine light service Battery maintenance Belts and hoses inspection Cooling system service Engine repair and replacement Clutch service Oil, lube, and filter changing service Fuel filter replacement Light bulb replacement Cabin air filter replacement Required car maintenance Fleet services General automotive repair
Services Not Offered
Land Rover vehicles Tire services Mobile mechanic services Wheel Alignment Emissions tests State Inspections Repairs on Transmissions Already Removed from the Vehicle Repairs using Parts provided by the Customer Tire Sales, Replacements, or Fixes
Special Notes NO PRICING QUOTED. (Rule: NEVER quote any services - this location quotes NO prices)
Field Value
Towing Partner Name None
Towing Partner Phone 704-543-0366
Towing Offer None
Transfer Instructions <rule id="towing_transfer_logic" severity="critical"> <condition>Customer requests towing service</condition> <step1_check_time> <instruction>FIRST, check {{system__time}}. </instruction> </step1_check_time> <step2_check_dispatch_status> <dispatch status="open"> <condition>Current day is Monday-Friday AND current time is between 7:30 AM and 6:30 PM Eastern or Current day is Saturday AND current time is between 8:00 AM and 4:30 PM Eastern</condition> <response>Dispatch is open</response> <action>Execute transfer to dispatch</action> </dispatch> <dispatch status="closed"> <condition>Current day is Sunday or current day is Monday-Friday and current time is before 7:30 AM or after 6:30 PM Eastern or current day is Saturday and current time is before 8:00 AM or after 4:30 PM Eastern</condition> <response>Dispatch is closed</response> <action>Collect message for manager callback</action> </dispatch> </step2_check_dispatch_status> <transfer_to_dispatch> <step order="1">Make towing offer with pricing</step> <step order="2">If customer agrees, say: "Let me connect you with our towing dispatch right now since they're currently available."</step> <step order="3">Use transfer_to_number tool to call 704-543-0366</step> <step order="4">Handoff: "Hi, this is Amy from AAMCO Pineville. I have a customer on the line who needs towing assistance."</step> <step order="5">"[customer_name], I'm transferring you to our towing dispatch now."</step> </transfer_to_dispatch> <manager_callback> <step order="1">Make towing offer with pricing</step> <step order="2">If customer agrees, say: "Our towing dispatch is currently closed. Let me get your information and have our manager coordinate the towing and call you back. May I ask who's calling?"</step> <step order="3">Get name</step> <step order="4">Get phone: "And what's the best phone number for our manager to reach you?"</step> <step order="5">Get location: "Where is your vehicle currently located?"</step> <step order="6">Confirm: "I have [customer_name] at [phone_number] with a vehicle at [vehicle_location]. Our manager will call you back to coordinate towing."</step> </manager_callback> <dispatch_number>704-543-0366</dispatch_number> <transfer_tool>transfer_to_number</transfer_tool> </rule>
Transfer Tool Usage transfer_to_number
Non-Transfer Instructions <manager_callback> <step order="1">Make towing offer with pricing</step> <step order="2">If customer agrees, say: "Our towing dispatch is currently closed. Let me get your information and have our manager coordinate the towing and call you back. May I ask who's calling?"</step> <step order="3">Get name</step> <step order="4">Get phone: "And what's the best phone number for our manager to reach you?"</step> <step order="5">Get location: "Where is your vehicle currently located?"</step> <step order="6">Confirm: "I have [customer_name] at [phone_number] with a vehicle at [vehicle_location]. Our manager will call you back to coordinate towing."</step> </manager_callback>
Version Date Published Filename Actions
1 2025-11-28 22:48:45 No -

Basic Info

Field Value
ID 12
File ID Prefix 0
Filename 0__Live_-_Brad_Gregerson-_Pineville_-_Amy.xml
ElevenLabs Agent ID None
Environment Dev
Owner Name Brad Gregerson
Location Name (Short) Pineville North
Full Location Name Pineville North Carolina
Agent Name Amy
Manager Name Josh Smith
Manager First Name Josh
Manager Pronouns -
Role Customer service representative for AAMCO [location_name]
Personality Empathetic, solution-focused, conversational, caring, follows procedures exactly
Current Time Template {{system__time}}
XML Root Name aamco_assistant
Franchise Association -
Notes -

Business Model Settings

Field Value
Agent Capabilities
schedule appointments, answer questions or take a message
Vehicle Inspection Type diagnostic service
Transfers for Towing Yes
Transfers Back to Shop No
No Transfers Allowed No
Accept Appointments Yes
Drop Off Only No
Agent Can Quote No

Location

Field Value
Address 316 N Polk Street, Pineville, North Carolina 28134
Short Address None
Address Spoken None
Phone Number 704-689-3001
Directions -
Freeway Directions -
Cannot Provide Text messages, emails, automated reminders
After Hours Drop Off Instructions -

Hours

Day Type Status Business Hours Appointment Hours Lunch Break Drop Off Hours
saturday CLOSED - - - -
sunday CLOSED - - - -

Holidays

Holiday Name Description
Black Friday (the day after Thanksgiving) Custom holiday: Black Friday (the day after Thanksgiving)
Christmas Day (December 25, 2025 OR December 25, 2026) Custom holiday: Christmas Day (December 25, 2025 OR December 25, 2026)
Independence Day (July 4, 2025 OR July 4, 2026) Custom holiday: Independence Day (July 4, 2025 OR July 4, 2026)
Labor Day 2026 -
Labor Day 2027 -
Labor Day (September 1, 2025 OR September 7, 2026) Custom holiday: Labor Day (September 1, 2025 OR September 7, 2026)
Memorial Day 2026 -
Memorial Day 2027 -
Memorial Day (May 26, 2025 OR May 25, 2026) Custom holiday: Memorial Day (May 26, 2025 OR May 25, 2026)
New Years Day (January 1, 2026) Custom holiday: New Years Day (January 1, 2026)
Thanksgiving 2026 -
Thanksgiving 2027 -
Thanksgiving (November 27, 2025 OR November 26, 2026) Custom holiday: Thanksgiving (November 27, 2025 OR November 26, 2026)

Rules

Name Type Severity
1_rules_starter_pack default critical
inspection_fee_protocol_ft_pierce custom critical
procedure_order default critical
acknowledge_and_reflect_no_vcc custom critical
2_rules_expansion_pack_appointments optional critical
no_pricing_quotes custom critical
no_transfers_except_towing optional critical
saturday_closed optional critical

Sections

Name Type
appointment_decision_tree custom
objection_handling generic
appointment_validation custom
appointment_walkthrough_examples custom
proximity_nudge custom
transmission_issue_clarification optional
towing_request_handling custom
proactive_appointment_booking_fee_for_inspection custom
tone_and_response_guidelines default
holidays default
tone_and_response_guidelines_mo_stores custom
objection_handling_no_vcc custom
1_section_starter_pack default
scheduling_logic custom
voice_delivery generic
proactive_appointment_booking default
pricing_jonathan_tow reference data
objection_handling default
voice delivery universal

Protocols

Protocol Key Type
uncertain_information emergency
vehicle_status_unknown emergency
towing_transfer_system_failure special_situations
towing_time_uncertainty towing
default_towing_protocol towing
escalation_callback_protocol special_situations

Procedures

No procedures configured.

Services

Field Value
Services Offered
Vehicle Courtesy Check (FREE) Transmission services (automatic and manual) Brake service and repair Air conditioning services Check engine light service Battery maintenance Belts and hoses inspection Cooling system service Engine repair and replacement Clutch service Oil, lube, and filter changing service Fuel filter replacement Light bulb replacement Cabin air filter replacement Required car maintenance Fleet services General automotive repair
Services Not Offered
Land Rover vehicles Tire services Mobile mechanic services Wheel Alignment Emissions tests State Inspections Repairs on Transmissions Already Removed from the Vehicle Repairs using Parts provided by the Customer Tire Sales, Replacements, or Fixes
Special Notes NO PRICING QUOTED. (Rule: NEVER quote any services - this location quotes NO prices)

Towing

Field Value
Towing Partner Name None
Towing Partner Phone 704-543-0366
Towing Offer None
Transfer Instructions <rule id="towing_transfer_logic" severity="critical"> <condition>Customer requests towing service</condition> <step1_check_time> <instruction>FIRST, check {{system__time}}. </instruction> </step1_check_time> <step2_check_dispatch_status> <dispatch status="open"> <condition>Current day is Monday-Friday AND current time is between 7:30 AM and 6:30 PM Eastern or Current day is Saturday AND current time is between 8:00 AM and 4:30 PM Eastern</condition> <response>Dispatch is open</response> <action>Execute transfer to dispatch</action> </dispatch> <dispatch status="closed"> <condition>Current day is Sunday or current day is Monday-Friday and current time is before 7:30 AM or after 6:30 PM Eastern or current day is Saturday and current time is before 8:00 AM or after 4:30 PM Eastern</condition> <response>Dispatch is closed</response> <action>Collect message for manager callback</action> </dispatch> </step2_check_dispatch_status> <transfer_to_dispatch> <step order="1">Make towing offer with pricing</step> <step order="2">If customer agrees, say: "Let me connect you with our towing dispatch right now since they're currently available."</step> <step order="3">Use transfer_to_number tool to call 704-543-0366</step> <step order="4">Handoff: "Hi, this is Amy from AAMCO Pineville. I have a customer on the line who needs towing assistance."</step> <step order="5">"[customer_name], I'm transferring you to our towing dispatch now."</step> </transfer_to_dispatch> <manager_callback> <step order="1">Make towing offer with pricing</step> <step order="2">If customer agrees, say: "Our towing dispatch is currently closed. Let me get your information and have our manager coordinate the towing and call you back. May I ask who's calling?"</step> <step order="3">Get name</step> <step order="4">Get phone: "And what's the best phone number for our manager to reach you?"</step> <step order="5">Get location: "Where is your vehicle currently located?"</step> <step order="6">Confirm: "I have [customer_name] at [phone_number] with a vehicle at [vehicle_location]. Our manager will call you back to coordinate towing."</step> </manager_callback> <dispatch_number>704-543-0366</dispatch_number> <transfer_tool>transfer_to_number</transfer_tool> </rule>
Transfer Tool Usage transfer_to_number
Non-Transfer Instructions <manager_callback> <step order="1">Make towing offer with pricing</step> <step order="2">If customer agrees, say: "Our towing dispatch is currently closed. Let me get your information and have our manager coordinate the towing and call you back. May I ask who's calling?"</step> <step order="3">Get name</step> <step order="4">Get phone: "And what's the best phone number for our manager to reach you?"</step> <step order="5">Get location: "Where is your vehicle currently located?"</step> <step order="6">Confirm: "I have [customer_name] at [phone_number] with a vehicle at [vehicle_location]. Our manager will call you back to coordinate towing."</step> </manager_callback>