
Find the right starting point.
Understand model preferences and timing before connecting the buyer with your sales team.
- Capture the preferred model
- Check approved inventory information
- Arrange a dealership visit
Salesforce
Hubspot
slack
Shopify
Google Workspace
Microsoft Teams
zapierHelp buyers explore availability, book visits, and stay in touch with your dealership.


Understand model preferences and timing before connecting the buyer with your sales team.

Confirm test drives and service visits with the details your team needs.

Answer routine questions and transfer pricing, financing, or technical requests to a specialist.
Review DMS, inventory, workshop scheduling, and CRM APIs before connecting workflows.
Choose the information, actions, and handoff rules your agent can use.
Review common requests and difficult exceptions with your team.
Use your connected inventory and booking systems where supported. Prices and offers should come from approved current records; unavailable stock or an unconfirmed booking should be described clearly.
Define location, vehicle, service-type, and calendar rules. Test appointment changes and requests outside the workshop’s schedule before allowing bookings.
Keep finance approvals and final valuations with your authorized staff. The agent can collect approved enquiry details and arrange a specialist callback.
Track qualified enquiries, confirmed test drives, service bookings, attendance, and time to sales follow-up. Check record accuracy alongside call volume.
Bring your workflow. Let’s make the next conversation better.
Talk about your workflow