AI add-on suggestions are in the Sales Matrix presentation, on the Additional Services step, where a rep wraps up by offering extra services on top of what the customer already picked. Like the Sales Matrix itself, it's on the Growth plan and up.
The rep doesn't type anything. It reads the vehicle on the session, what's already been picked on this visit, and your shop's active additional-service items, then returns 1 to 3 suggested add-ons, each with a name, a price and a short reason. Nothing is added to the sale automatically. A rep has to tap Add on a suggestion, and the order still isn't saved until the rep continues off the screen the normal way.
Getting a suggestion
The AI add-on suggestions panel only shows if your shop has at least one active additional-service item. Tap Suggest add-ons to run it. The button shows "Thinking…", then either a short list or "No suggestions right now." Reaching the screen never runs it on its own. After a result, the button changes to Suggest again, and tapping it can return a different set.
Adding a suggested item
Each suggestion shows the item's name, price and reason. Tapping Add adds one of that item, exactly like picking it from the list below. The button then reads Added and can't add it again from that card. From then on, suggested items are treated like any other pick and count toward the same running total.
Things to know
- Plan: Growth plan and up, the same as the Sales Matrix presentation. It also uses your shop's monthly AI allowance.
- Suggestions are checked against your catalog. Only items that match a real, active item in your catalog are shown. Anything else is dropped.
- "No suggestions right now" can mean more than one thing. AI found no good fit, your shop has used its AI allowance for the period (with no AI Booster credits), or the request hit a problem. All three look the same on screen. You'll never get a made-up suggestion. Tap the button again to retry.
- It doesn't look at what you've already added on this step. A re-run can suggest something you already added. Its Add button will already read Added and won't double it.
- Up to 3 picks per run, each with a one-line reason a rep could say out loud.
Frequently asked questions
Q: Does the AI add anything to the customer's order by itself?
A: No. A rep has to tap Add on each suggestion, and the sale still isn't saved until the rep continues off the screen.
Q: What plan do I need for this?
A: The Growth plan and up, the same as the Sales Matrix presentation. It also uses your shop's monthly AI allowance.
Q: Can it suggest something that isn't in our catalog, or that we've deactivated?
A: No. Every suggestion is checked against your active catalog, and anything that doesn't match is dropped.
Q: Why does it keep saying "No suggestions right now"?
A: AI found no good fit, your shop has used its AI allowance for the period, or the request hit a problem. Tap Suggest add-ons again to retry.
Q: Does tapping Suggest add-ons use AI allowance even if the customer doesn't add anything?
A: Yes. Each tap uses a small amount of your shop's monthly AI allowance. Just visiting the screen without tapping doesn't.