--- title: "Basic/Primus Integration Guide" canonical: "https://resourcecenter.kenect.com/space/Integratio/42861102/Basic%2FPrimus%20Integration%20Guide" format: markdown --- Use this article to understand setup and general details about the **Basic/Primus integration **with Kenect Inbox, Reputation and Service AI products. --- > ℹ️ # Table of Contents > Macro (toc) > ℹ️ This article is intended for a **Kenect Admin role** or a **DMS admin** to view when learning about general details with the integration or how to set up. --- > ℹ️ # What Is the Basic/Primus Integration? **Basic **is a software system that can use its **Primus **DMS to help automate communication, reputation, and service conversations with Kenect. Currently, a baseline Basic connection is supported with our **Inbox **and **Reputation **products, whereas Primus can also connect to **Service AI**. - Customer details sync automatically into all **Kenect** **products**, creating/updating contacts & profiles within our suite of tools. - Through **Kenect Inbox**, texts can be automated to send after sales & service events; saving your team time updating their customers on retention efforts. - Through **Kenect Reputation**, review invites can be tied to automated text messages to grow your dealership’s reputation and presence on sites like Google, Facebook, Carfax, etc. - Through **Service AI**** ****Campaigns**, texts and emails can be automated to send after sales & service events saving your team time engaging with customers. - Through **Sophi**, AI-led conversations with customers can be informed through Primus' data points to help choose responses and assist with scheduling. --- > ℹ️ # How Do I Set Up Basic/Primus? Setup steps for Basic and/or Primus can depend on what products your business has purchased. We’ve provided instructions we need your help with to ensure it’s as easy as possible during either onboarding or a DMS refresh. 1. Look out for an email from a dedicated Kenect representative titled **New Kenect <> Basic/Primus Integration**. 2. Follow guidance given in that email chain, and accept any additional payment parameters **from Basic **to utilize their integration. That’s it! :kenect_sparkle: Once you’ve agreed to payment terms, we’ll take care of the rest. Setup should take anywhere between **1-3 business days** to complete. --- > ℹ️ # Need Additional Help? If we were unable to fully address your inquiry, please feel free to check out FAQs to answer common questions about the product. We’ve also left contact details for help from a dedicated **Kenect** specialist if you may need. > ℹ️ ## FAQs **Q: How do I confirm that my Basic and/or Primus integration(s) are active?** *A: There are two main ways to confirm the integration is active, depending on what products your dealership has purchased:* - *In Kenect, go to ****⚙️ Settings → Integrations****. You’ll see “Basic” and/or “Primus” line items listed with a ****✅ Connected**** status.* - *If it shows “*🚫 *Not Connected,” your account may be missing details or still in setup. If you have any questions, please reach out to your ****Technical Setup Specialist**** (if in onboarding) or our ****Support team****.* - *If your dealership has ****Service AI:*** *go to ****Communication ****→**** ******Customers****. You should see data populating in the ****All****, ****Open ROs****, ****Appointments**** **and ****Vehicles ****pages, which you can access by selecting the option within the dropdown menu.* - *If there are missing details within any of these fields, there may be additional Primus setup on their platform or your account might still be in setup. If you have any questions, please reach out to your ****Technical Setup Specialist**** (if in onboarding) or our ****Support team****.* **Q: Which contacts will initially sync over?** *A: Any contacts up to the past 5 years will sync over. Any updates done within Basic and/or Primus will also sync hourly.* **Q: How can I set up texting automations with Basic/Primus in Kenect?** *A: Texting automations can be set up for sales & service events within the ****Automated Messages Settings ****tab of your integration’s settings. If you have Kenect Reputation, you can also add an online review site link to these messages to help automate requests.* - *To access Automated Messages Settings: select the '*:kenect_gear:*' ****Settings ****tab → click ****Integrations ****→ ****Automated Messages Settings****.* - *Review the ****Closed Sale****, ****Completed Work Order**** and ****Special Part Received ****fields to add templates and review links. Click into these templates to add automation details, such as the name of the automation, why type of automation action should occur, and what the message sent should look like.* - ***Send Message: ****only sends the template* - ***Send Review:**** sends the template, along with an invite to post a review on the review portal.* - *Use ****Closed Sale ****for any automations after a Sales Event. Use ****Completed Work Order ****and/or ****Special Part Received ****for any automations after a Service Event.* - *If your dealership is only using ****Service AI****, the ****Use event trigger for Kenect Service Hub only****** ****will be enabled, and automated messaging will not be available.* **Q: Why can Basic integrate with Kenect Inbox/Reputation, but not**** ****Service AI?** *A: Kenect originally built our integration connection with Basic’s software, but, with recent updates, we’re also able to utilize information from Primus for Kenect ****Inbox & Reputation****. ****Service AI**** only requires a connection to Primus to function, cutting out additional work for setup and maintenance.* **Q: What Service AI campaigns are currently supported with Primus?** *A: Primus currently supports ****12****** ****of our 13 automated campaign types, and all custom campaign types.* - *Primus does not currently support ****Declined Services****** ****campaigns being automated, though this functionality can be created into a custom campaign.* - *To learn more about what campaigns are with our Service AI product, check out our article ****[Campaigns:](https://resourcecenter.kenect.com/space/KSH/1040449570/Campaigns:+What+Campaigns+Are+&+Why+They+Are+Used)****[ What Campaigns Are & Why They Are Used](https://resourcecenter.kenect.com/space/KSH/1040449570/Campaigns:+What+Campaigns+Are+&+Why+They+Are+Used)**.* - *To learn more about how campaigns work and can be requested to be built, check out our article ****[Campaigns: ](https://resourcecenter.kenect.com/space/KSH/1165656080/Campaigns:+How+To+Manage+Campaigns+In+Service+AI)****[How to Manage Campaigns in Service AI](https://resourcecenter.kenect.com/space/KSH/1165656080/Campaigns:+How+To+Manage+Campaigns+In+Service+AI)**.* **Q: Can Kenect book service appointments directly through Primus with Service AI?** *A: Unfortunately, scheduling is not fully automated through Sophi with Primus. Sophi is able to infer DMS calendar data to offer times, then sends a task for the appointment to be confirmed and created by a Service AI user.* - *To help automate the appointment scheduling flow, your dealership will need to use either ****Xtime ****or ****DealerFX ****schedulers in tandem with Primus.* - *To learn more about who Sophi is, check out our article ****[Sophi: ](https://resourcecenter.kenect.com/space/KSH/1358266402/Sophi:+Your+Conversational+AI+Assistant)****[Your Conversational AI Assistant](https://resourcecenter.kenect.com/space/KSH/1358266402/Sophi:+Your+Conversational+AI+Assistant)**.* - *To learn more about how Sophi can help assist with service scheduling, check out our article ****[Sophi: ](https://resourcecenter.kenect.com/space/KSH/1358266409/Sophi:+How+to+Manage+your+AI+Assistant)****[How to Manage Your AI Assistant](https://resourcecenter.kenect.com/space/KSH/1358266409/Sophi:+How+to+Manage+your+AI+Assistant)* --- > ℹ️ **Kenect Support** > ℹ️ > ℹ️ Please contact our technical support team for additional questions, available **Monday - Friday, 7am - 5pm MT**. > ℹ️ > ℹ️ - **Phone: 385-474-8180** > ℹ️ - **Email: **[support@kenect.com](mailto:support@kenect.com) > ℹ️ > ℹ️ If you’d like to learn more about our platform’s capabilities or what other features we may have, please reach out to your dedicated*** implementation consultant***** **or ***customer success manager***.