How to run Engage

Sign in, find your way around Engage, and understand how AI outreach and human agents work together.

6 min

Monitor inbound voice and outbound SMS performance, filter by dealer and date, and jump into campaigns.

4 min

Work the agent queue, monitor AI threads, claim escalations, reply with copilot, and close with dispositions.

12 min

Search by name or phone, filter the directory, and open a customer’s multi-campaign timeline.

4 min

See who is online, queue load, auto-assign rates, and completed work across the team.

3 min

Choose a service playbook, edit steps and escalation rules, or create a custom program for your org.

6 min

Launch CSV outreach with consent attestation, enroll more contacts live, set a schedule window, pause, tune goals, and export.

10 min

Configure rooftops, sender numbers, send windows, AI voice, CRM ingest, and demo mode per dealer.

7 min

Manage blocked numbers (global DNC and dealer suppressions), review consent, and export audit evidence.

5 min

Brand the workspace, invite teammates, set roles and dealer grants, passkeys, and ops toggles.

6 min

Loveday staff: create white-label client orgs, manage SSO, and suspend or activate workspaces.

4 min