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EEngageby Loveday
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6 min read

Getting started

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

Engage is a compliant AI SMS platform for auto dealership service. Campaigns text customers from dealer programs (recalls, first service, lost service, and more). AI handles routine replies. When a customer needs a person, the thread lands in your queue for a live agent.

Sign in

app.engage
Engage sign-in with passkey and magic link
Passwordless by default — passkey or email magic link. Some workspaces enforce SSO only.

Sign in

  1. Open your workspace URL (for white-label clients, that is your subdomain).
  2. Choose Sign in with passkey if you have one registered, or enter your work email and send a magic link.
  3. If your organization enforces SSO, use the SSO button — magic links may be disabled for your email domain.

Product tour

A short walkthrough of Dashboard, Conversations, Customers, Programs, Campaigns, and Settings.

How the app is organized

App shell

app.engage
Engage dashboard with sidebar navigation
Left nav is role-aware. Agents see Work items; admins and operators also get Outreach, Compliance, and Account.
  • Work — Dashboard, Conversations, Customers, Agents (ops view).
  • Outreach — Programs, Campaigns, Dealers, Ingestion.
  • Compliance — Blocked numbers (global DNC and dealer suppressions), consent, and exports.
  • Account — Branding, team, and (for Loveday staff) Platform admin.

The daily loop

  1. 01

    Launch outreach

    Pick a program, upload a customer CSV with consent attestation, and launch. Outbound SMS goes through the send queue within about a minute.

  2. 02

    AI replies

    Customer replies are answered by the campaign AI until a goal is reached or an escalation rule fires (scheduling, frustration, STOP, ask for a human, and so on).

  3. 03

    Agents claim

    Escalated threads appear under Conversations → Queue. Claim a thread, reply with copilot help, then close with a disposition.

  4. 04

    Measure & comply

    Dashboard metrics track appointments and hot leads. Compliance exports preserve consent and opt-out evidence.