Manager Dashboard

Centralize holiday, section, rule, and protocol assignments.

✅ 39 Locations online

Miki Hardisty

Super Admin

Live Agents

Active production profiles

Dev Agents

Testing / staging

Locations

Unique storefronts

Changed Since Publish

Need republishing to ElevenLabs

New Agent

File ID Prefix

Environment *

Owner Name *

Location Name (Short) *

Agent Name *

Full Location Name

Manager Name

Manager First Name

Manager Pronouns

Agent Capabilities This text can be used as the [agent_capabilities] variable in prompts and

ElevenLabs Agent ID

Start typing to search your ElevenLabs agents, or paste the agent ID directly.

Business Model Settings

These settings are critical for how the agent is configured.

Vehicle Inspection Type Type of vehicle inspection offered at this location

Transfers for Towing Whether the location does transfers for towing

Transfers Back to Shop Whether the location does transfers back to the shop

No Transfers Allowed True means no transfers are allowed. False means you can transfer to towing, back to shop, etc.

Appointment Handling

Accept Appointments Drop Off Only (No Appointments)

Select how the location handles customer scheduling

Agent Can Quote Whether the AI agent is able to provide quotes

Franchise Association Franchise association name for this location

ℹ️ Agent Information from ElevenLabs

Agent Name (Filename):

Voice Name:

Role

Personality

Current Time Template

Notes Optional notes for internal reference. These notes are not included in the generated XML.

XML Root Name

The root element name for the generated XML. Default: aamco_assistant

Address

Short Address

Address Spoken

Phone Number

Directions

Freeway Directions

Cannot Provide (comma-separated)

After Hours Drop Off Instructions

+ Add New Appointment Hours

Create or edit templates in a new tab without losing your progress.

Select Business Hours

Select Holidays (when closed)

+ Add New Rule

New rules open in a separate tab so you can save this form later.

Search Rules Select Rules

+ Add New Section

Need bespoke messaging? Spin up a new section template.

📋 Available Template Variables (use in section content with [variable_name] syntax)

🏢 Agent & Location

[full_location_name] [manager_name] [manager_first_name] [manager_pronoun] [agent_capabilities] [phone_number] [address] [short_address]

🕐 Time Variables (Mon-Fri)

[first_appointment_time] [last_appointment_time] [shop_open_time] [shop_closed_time] [business_hours] [appointment_hours] [lunch_break_hours]

⏰ 24-Hour Format (add suffix)

_24 → Military time (0800)

_iso → ISO format (08:00)

Example: [first_appointment_time_24]
Example: [shop_open_time_iso]

📅 Saturday Variables

[saturday_first_appointment_time] [saturday_second_appointment_time] [saturday_last_appointment_time] [saturday_shop_open_time] [saturday_shop_closed_time] [saturday_appointment_hours]

⚙️ Business Model

[inspection_type] [franchise_association]

🚗 Towing

[towing_partner_name] [towing_partner_phone]

Selected Sections (Drag to Reorder)

No sections selected. Select sections from the list below.

All Available Sections Select Sections

+ Add New Protocol

Protocols capture nuanced flows—keep them aligned with the floor.

Select Protocols

+ Add New Procedure

Procedures define step-by-step instructions for agents.

Select Procedures

Official Phone Procedure phone_procedure

Edit

Official Phone Procedure for Jason Santiago phone_procedure

Edit

Vehicle Procedure with Drop Off and Vehicle Courtesy Check phone_procedure

Edit

Vehicle Procedure for Multi-Point Inspections (not Free Vehicle Courtesy Check) procedure

Edit

Vehicle Procedure With Appointments for Mr Transmission procedure

Edit

Services Offered

Enter each service on a new line. Examples: Transmission services, Brake service, A/C services, etc.

Services Not Offered

Enter each service on a new line. Examples: State Inspection, Emissions Test, Tire services, etc.

Special Notes

Optional: Add any special notes about services, pricing rules, or restrictions.

Has Towing Service

Towing Partner Name

Towing Partner Phone

Towing Offer

Transfer Instructions

Enter XML content for transfer instructions.

Transfer Tool Usage

Enter XML content for transfer tool usage.

Non-Transfer Instructions

Enter XML content for non-transfer instructions.

🤖 AI-Powered Agent Configuration

Let AI help you set up your agent! Provide information in text form or upload a spreadsheet, and our AI will intelligently parse the data to populate the configuration. The AI will match existing rules, sections, and protocols, and select the most common defaults when information is missing.

Select AI Model

Choose which AI model to use for parsing your agent configuration data.

Input Method

Text Input Spreadsheet Upload

Agent Information (Text)

Provide any information you have about the agent. The AI will extract relevant details like owner name, location, hours, services, manager info, etc.

Upload Spreadsheet (CSV or Excel)

Upload a CSV or Excel file with agent information. The AI will analyze column headers and data to map to the appropriate fields.

✅ AI Processing Complete

The AI has parsed your input and populated the form fields. Review the information in the other tabs and make any necessary adjustments before saving.

❌ Error Processing Input

💡 Tips for Best Results

Include as much detail as possible: owner name, location, manager, phone, address, hours, services
For spreadsheets, use clear column headers like "Owner", "Location", "Phone", "Hours", etc.
The AI will automatically match existing rules, sections, protocols, and holidays from the database
If information is missing, the AI will select the most commonly used defaults
You can always review and modify the AI's suggestions in the other tabs before saving

⚡ Beast Mode Active

This view aggregates all agent configuration fields. Agent & Location Info changes are saved with the main "Save Agent" button. Rules, Sections, Procedures, & Protocols definitions are saved individually via their specific "Save" buttons.

1. Agent Identity & Specifics

Agent Name

Role

Personality

Current Time Template

Owner Name

Location Name (Short)

Full Location Name

Manager Name

Manager First Name

Manager Pronouns

XML Root Name

2. Location Info

Address

Short Address

Spoken Address

Phone Number

Directions

Freeway Directions

Cannot Provide

After Hours Drop Off Instructions

3. Rules

No rules selected.

4. Procedures

No procedures selected.

5. Sections

Use the Sections tab to control which sections are attached and in what order. This area lets you edit the underlying section content.

No sections selected.

6. Protocols

Protocols are displayed in alphabetical order (numbers first).

No protocols selected.

Cancel