Welcome to Toma! Getting your team set up quickly is crucial for maximizing your AI's potential. The more people testing and interacting with the AI, the smarter it becomes for your dealership.
Invite Your Team to Toma in 3 Easy Steps
-
Go to Team Settings
Click your dealership name in the top-left. -
Open Members Tab
Select “Members” in the right-hand menu. -
Send Invite
Add name, email, choose Admin or Member, then click Invite.- Admin: Full access to all settings, integrations, and team management
- Member: Access to interactions and reporting, but cannot change settings or manage team
Your team will receive an email to join and start using Toma.
🎯 Pro Tip: Testing is Training!
Make sure you invite everyone who interacts with customers! Here's why this matters:
Think of our AI like a new employee you just hired - they need training to excel at your dealership. The more people on your team that are:
- Making test calls
- Trying different scenarios
- Attempting to "break" the AI
- Providing feedback by flagging calls
The smarter and more effective your AI becomes!
Testing isn't just about finding problems - it's about teaching the AI how your dealership operates, your specific processes, and your customer service style.
Need Help?
If you run into any issues during the setup process, please don't hesitate to reach out! We're here to help you get your team up and running quickly 😊