AutoBook · Docs

Your To do page

To do is your work list on the web and the app: Needs action holds everything a person owes, one row per customer, plus today's appointments, Updates and a While you were away recap. Each need reaches you once. Every row ends from the row: its main button opens the work (Reply, Answer, Send, Open, Fix, Assign to me), or Done / Dismiss ends it another way.

Updated October 11, 2026

To do is your home screen and your one work list. On the web it is To do at the top of the left menu; in the AutoBook app it is the To do tab. From top to bottom it shows: While you were away (a recap since your last look), Who's behind (managers, and a desk's backups), Needs action (everything a person owes), today's appointments, and Updates (news that needs no reply). On the web, managers also see a setup card while the store is being set up.

Needs action: the work you owe

AutoBook Agent handles routine conversations and puts only work that needs a person here. Work from every channel lands in this one list.

One row per customer. If a customer has more than one thing waiting, the row shows the most urgent and N more for <name> underneath opens the rest.
The second line is the kind of job and its details, for example Question · Can you do $34,000 on the Sorento?
The time on the right is red and says late once a customer has waited past the deadline (2h late), and grey for how long anything else has waited.
A bold name means you have not opened it yet.

Order: customers who are waiting on you come first, the nearest deadline first, then everything else, oldest first. Opening a row does not clear it; finishing the work does. The number beside Needs action counts items, not customers, and matches the count on To do in the menu and the AutoBook app icon.

Ending a row on To do (Reply, Done, Dismiss, Snooze)

Every row ends one of two ways, from the row:

Do the work. The row's main button opens exactly where the work is: Reply opens the conversation with the cursor in the reply box, Answer opens the question, Send opens the conversation where the document is sent, Open opens the customer (or their Service tab), Fix opens the setting that needs a manager, and Assign to me makes a customer nobody owns yours. Doing the work clears the row.
End it another way. Done (you handled it another way) or Dismiss (nothing is owed) clears it without writing to the customer, and the customer's history notes who did it. On a row AutoBook Agent started (its question to you, a customer it handed you, or a follow-up step it chose), Dismiss first asks why: Nothing needed, or AutoBook Agent got it wrong with a reason (Wrong info, Wrong tone, Bad timing, Shouldn't have asked, Other) and an optional note. The reason goes to the AutoBook team to improve how AutoBook Agent works.

On the web the main button and the ⋯ menu sit beside the time on every row, faint until you point at the row (or move to it with the keyboard). On a touch screen they show in full.

In the app, swipe a row right to do its main act when that is Done, Dismiss, Mark read or Assign to me, swipe left to Snooze 1 hour, or tap ⋯ or press and hold for the full sheet. Opening the work, anything that would reach the customer, and Mark lost are never a swipe.

Button	What it does
Reply / Answer / Send / Open / Fix	Opens where the work is (the conversation with the reply box ready, the question, the document's conversation, the customer, or the setting). Finishing the work clears the row.
Done	You did what was owed, or handled it another way (called them back, sent the document another way, handled the inquiry). The row clears.
Dismiss	Clears it without doing it: nothing is owed, for example a reminder you no longer need, a customer who only said thanks, or a team handoff that needs no follow-up. On a reminder it sits last in the ⋯ menu, in red.
Snooze	Hides the row for 1 hour, 4 hours or until Tomorrow (24 hours from now), from the ⋯ menu. Show snoozed at the bottom of the list brings snoozed rows back into view.
Mark read	Clears an update or the While you were away recap.
Assign to me	Takes a customer or ticket nobody owns. Managers also get Assign… to pick a rep.
Mark lost	On a new lead or when AutoBook Agent ran out of follow-ups: closes the deal as lost after you pick a reason. Last in the ⋯ menu, in red.

Done, Dismiss, Mark read and Assign to me wait about five seconds with Undo on the message before they take effect, so a slip is easy to take back. Snooze has its own Undo and never ends a row: it only hides it for a while. Mark lost asks for a reason first. The AutoBook Agent: On | Approve first switch is not on To do rows: open the conversation and use the reply box. A service ticket's Done asks what happened (Handled, Customer went elsewhere or Duplicate) and is never a swipe.

If you can't get to a row in time

Each need reaches you once: one row here and one push. Nothing re-buzzes you about the same thing, and no manager is paged.

The clock runs on your working hours (your rota, else your desk's or the store's hours). Days off, holidays and leave never count against you.
The usual deadlines: a new lead's first touch from a person and a customer asking for a person, 30 working minutes; a first reply to a service request, 60 (30 when it is urgent).
Your customers' work stays with you, even when you are off or on leave. Only a new lead you haven't touched in time, a customer with no rep, and service-desk work move to whoever is working that desk.
The customer is never left waiting: if they have a message waiting, AutoBook Agent answers them with its best complete reply.

What each kind of row means

Row says	What it means	What to do
Question	AutoBook Agent needs a person's answer before it replies.	Press Answer and answer in the Question card. AutoBook Agent writes the reply from your answer. Once the question has timed out (AutoBook Agent already answered the customer), Dismiss is in ⋯ if you have nothing to add.
Ready buyer / Asked for a rep	AutoBook Agent spotted a ready buyer, or the customer asked for a person.	Press Reply and answer from the box; AutoBook Agent stays on, or set the customer to Approve first to see its messages before they go. Assign to me, Assign… and Dismiss are on the band above it. In the row's ⋯: Done if you already handled it another way (for example by phone), Dismiss if nobody needed a person (AutoBook Agent keeps following up).
Needs reply	The customer is waiting and nobody has answered.	Press Reply. A message that only closes the conversation ("ok thanks", "no thank you", a thumbs-up) never opens this row. If nothing is owed, Dismiss is in ⋯.
Customer asked	The customer asked for something specific.	Open it and handle the ask.
Draft to approve	AutoBook Agent wrote a reply that waits for a person (Approve first).	Press Approve & send on the row to send it as written. To change the words, open it, edit the draft and press Edit & send. Not needed? Discard is in the row's ⋯ and asks once before it throws the draft away.
Frustrated	A customer who keeps getting upset.	Press Reply and step in. Managers: Done in ⋯ if it was handled another way.
Voice message / Missed call	A caller left a message or a call was missed.	Text or call them back. Done clears it if you handled it another way.
Service request	An open service ticket that needs moving along.	Use its buttons, for example Assign to me, Booked, Car ready or Done.
Team handoff	A conversation passed between the sales and service desks.	Pick it up and press Done; Dismiss (in ⋯) if nothing is needed.
Document	AutoBook Agent promised the customer a document (Carfax, window sticker, spec sheet).	Press Send to open the conversation and send it. Done (in ⋯) if you sent it another way.
Your turn	AutoBook Agent ran out of follow-ups with no reply.	Press Reply and reach out yourself. In ⋯: Dismiss lets AutoBook Agent keep following up; Mark lost closes the deal.
Next step	The one next step this customer is waiting on.	Press Reply (or Open when there is no conversation) and do it. In ⋯: Done if you did it another way, Dismiss if it is no longer needed.
Did they show	A visit has no result yet. AutoBook marks a visit completed on its own when there is clear proof (a sale recorded in your dealership system, the car arriving for service, or your own message after the visit); a no-show is always set by a person. This row is quiet: no push, no reminder.	Press Showed or No-show.
Promised, not booked	AutoBook Agent told the customer it would book a visit and it is not booked.	Book it, then Done.
Delivery failed	A message to the customer could not be delivered.	Reach them another way, then Done.
Inquiry	A general, safety or employment inquiry routed to a person.	Handle it, then Done.
Reminder	A reminder you set for yourself.	Done when it's done; Dismiss to drop it.
New lead	A new lead nobody has answered yet.	Press Reply (or Open) and answer it. Mark lost is in ⋯ if the lead is dead; a new lead is never dismissed.
No owner / Store admin	Managers only: a customer who needs an owner, or a store setting that needs a manager.	Press Assign to me or Assign… for the customer, or Fix to open the setting. A store setting clears only once it is fixed.
Service follow-up	A recommended repair from a past visit is still open after the customer was reminded.	Press Open to book it or log the call from their Service tab. Dismiss (in ⋯) if nothing more is owed.
Rep review	Your manager read how a customer went and sent you a note. The row shows their message in quotes.	Do what it asks, then press Done. Done offers Reply to <manager> (optional); a swipe in the app is Done with no reply, with Undo.

On the Service desk, rows go to the advisor on the customer's ticket, then the customer's usual advisor, then whoever is working the Service desk, never to the sales owner. That covers a missed call, a customer waiting, a booking promise or a failed delivery on a Service conversation. Advisors also get a row when a car has been ready for a day and is not picked up, and when a quiet service request is still unanswered after AutoBook Agent's follow-ups run out.

What you see, by role

Reps

Your own work plus work nobody owns yet. When an update says a new lead was just given to you, press On it to tell the store you have it (it then reads You're on it) and stop the new-lead clock.

Managers

Your To do is your own work: your customers, the whole dealership's appointments, and manager-only rows. The team is in Who's behind and Rep review, never in your list. Who's behind shows one folded line per rep with how much is waiting (a promise past due, a visit with no result, a taken-over customer with no reply) and the oldest item in red, worst first. How each rep handled their customers is on Rep review (under Reports on the web). The Needs action heading also shows how many of your items are overdue.

Backups

If you are a desk's Backup, your To do is still your own work. Who's behind shows the reps who are late on the desk you back up, so you can step in.

Today's appointments

On the web the section is Today's appointments; in the app it is Appointments. It lists today's visits with time, customer, visit type and status. Reps see their own visits plus unassigned ones; managers see the whole dealership. The Appointments count in the menu is today's visits by the store's date. A row opens the appointment.

Updates and While you were away

Updates holds news that needs no reply, such as a booking or a cancellation. Clear one with Mark read, or all the visible ones with Mark all updates read. When Needs action is empty, a small dot on To do in the web menu tells you there are unread updates.

While you were away is a short recap of what changed since you last looked at To do for that store; Mark read clears it. Web and app share the same place, so reading it on one clears it on the other.

Looking for rates and trends?

To do lists work, not rates. Booking rate, show rate and similar numbers live on Insights.

My list is empty. Is something broken?

No. The app shows You're all caught up: AutoBook Agent is handling every conversation and nothing needs a person right now.

How do I pick up a handoff?

Open the row and reply from the box; AutoBook Agent stays on. To see AutoBook Agent's messages before they go, set the customer to Approve first on the reply box. Assign… gives it to a colleague; Dismiss lets AutoBook Agent keep going.

How do I get rid of a row I already handled?

If you handled it another way, press Done (in the row's ⋯ when the main button opens the work; a swipe right in the app when Done is the main act). If nothing is owed, use Dismiss. To deal with it later, Snooze it; snoozing never ends a row. You have about five seconds to press Undo.

I snoozed something. Where did it go?

It comes back when the snooze ends. To see it now, press Show snoozed at the bottom of Needs action.

Will I get reminded if I miss something?

No. You get one push per need, and the row stays on To do until the work is done. If the deadline passes, AutoBook Agent answers the customer; your customers' work stays with you.

What is the strip asking whether to stop email copies?

Once alerts reach your phone, AutoBook asks once: Alerts reach your phone now, so we'll stop the email copies. Press Stop email copies or Keep email copies. You can change it any time under Notifications.

Why is the page sometimes called Today?

To do is the new name for the Today page. A few spots, like Today's appointments on the web, still use the word for the date.

Where do I set my availability or booking-page profile?

Click your name or photo at the bottom of the left menu and choose Profile. Your hours and profile live there, not on To do.

Questions: support@auto-book.ca