--- title: "PBS Integration Guide" canonical: "https://resourcecenter.kenect.com/space/Integratio/44728737/PBS%20Integration%20Guide" format: markdown --- Use this article to understand setup and general details about the **PBS integration **with our 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 PBS Integration? **PBS i**s a comprehensive, all-in-one software platform developed by **PBS Systems** to help automotive dealerships manage their daily operations. When integrated with Kenect, PBS can help automate texting conversations with your customers through our **Inbox**, boost dealership sentiment by sending review site invites via our **Reputation **product, and streamline the service experience with **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 PBS’s data points to help choose responses and assist with scheduling. --- > ℹ️ # How Do I Set Up PBS? PBS setup is done through Docusign as an online-submitted form. Once we’ve gathered these details, your dedicated Kenect representative will handle all additional setup steps. 1. Access the **PBS Dealership Data Authorization form** through Motive and fill out all required fields. - You can access the form by clicking [here](https://na3.docusign.net/Member/PowerFormSigning.aspx?PowerFormId=7b628147-8f54-402b-9935-98b8ac6c7083&env=na3&acct=c0261e0f-f96d-47de-9e46-f016d050c17e&v=2). | **Form Field** | **Required Information** | | --- | --- | | **Dealership Code** | The business' unique dealer account number within PBS | | **Dealership Name** | Form signee’s full first and last name | | **Dealership Address** | The business' street address line | | **Dealership City, Province/State** | The business' city location | | **Dealership Postal Code/Zip** | The business' mailing zip code | | **Print/Type Name** | Form signee’s printed first and last name | | **Authorize Dealership Signature** | Form signee’s digital signature (full name or initials) | | **Date** | The date the form was signed (will auto-fill once the form’s accessed) | 2. Submit your completed form within Docusign. - If in onboarding, you can download the PDF form and attach to one of the methods below for faster processing: - Your **Set Up Your PBS Integration** task within the Kenect Customer Portal (click ‘Add attachment’ button) - The **Action Required: PBS Integration Setup** email (if sent) - A new email to your Technical Setup Specialist That’s it! :kenect_sparkle: Once you’ve completed all steps above, we’ll take care of the rest. Setup should take anywhere between **2-5 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 PBS integration is 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 '*:kenect_gear:' ***Settings → Integrations****. You’ll see “Motive” 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 PBS 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 from PBS?** *A: Up to ****five years of historical contact data**** is imported during initial setup. Afterwards, any contact edits will sync nightly.* **Q: How can I set up texting automations with PBS 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 ****Open Repair Oder****, ****Closed Repair Order****, ****Deals**** and ****Service Appointment ****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 ****Open Repair Order****, ****Closed Repair Order**** and ****Service Appointment ****for any automations after a Service Event. Use ****Deals ****for any automations after a Sales 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: What Service AI campaigns are currently supported with PBS?** *A: PBS currently supports ****12 ****of the 13 automated campaign types, and all manual campaign types.* - *PBS does not currently support ****Declined Services****** ****campaigns being automated, though this functionality can be created into a manual 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 PBS with Service AI?** *A: Unfortunately, scheduling is not fully automated through Sophi with PBS. 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 PBS.* - *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 For general questions or concerns, please contact our technical support team, available **Monday - Friday, 6am - 6pm MT**. > ℹ️ > ℹ️ - **Phone: **[385-474-8180](https://resourcecenter.kenect.com/space/KSH/1165656080/Campaigns:+How+To+Manage+Campaigns+In+Service+AI#) > ℹ️ - **Email: **[support@kenect.com](mailto:support@kenect.com) > ℹ️ > ℹ️ If you have questions about our platform’s capabilities or what other features we may have, please reach out to your dedicated*** Implementation Consultant***** **or ***Customer Success Manager***.