The platform
One console. Every conversation.
Voice agents, texting, email and web chat. Follow-up that runs itself, bookings written to your systems, and the controls your team needs to stay in charge.
Wednesday, October 22 · Your store · Checking in with your agents
Good evening, Chris.
Appointments booked
0.
17 by agents
Calls answered
0.
74 after hours
Bookings
41 booked in the last 30 days
Illustrative store data.
Voice agents
Calls answered like your best advisor would.
Each store gets agents with their own names and voices. They pick up, know who is calling, take hard-to-say details by text, book, and pass a caller to your team when a person should take it.
- What the agent knewYour scheduler, DMS and CRM are read while the phone rings.
- Texts during the callVINs, plates, emails and addresses typed by the caller, checked, then read back.
- Screened transfersThe agent rings your team, introduces the call and connects on a press of 1.
- Calls on the recordRecording, transcript, moments and summary for each call, kept with the customer.
Dana Whitfield
with Mandy · Wednesday, October 22 at 9:42 PM
Moments
Transcript0 messages · 0 tools
What the agent knew
Read from your systems before Mandy said hello.
XtimeScheduler
DealertrackDMS
VinSolutionsCRMTexts and email
Two-way texting and email that read the whole thread.
Agents text from your store’s registered numbers and email from your domain, reply in the customer’s own language, and know what was said on every other channel. Your team can translate any message with a tap.
- Registered textingYour numbers, 10DLC registered, with consent checked before a text goes out.
- Their language, your languageAgents answer in the customer’s language; one tap translates it for your team.
- Delivery in plain wordsWhen a text can’t land, you see why and the fix: a landline, add a mobile number.
- Designed emailReplies that read the thread, and designed messages for a whole list.
Lucía Morales
Text · (619) 555-0118 · Sales
Follow-up and campaigns
Persistence, with manners.
Campaigns text, email and call on a cadence toward a goal: a booked visit. Every send checks consent, quiet hours and opt-outs first, and every reply becomes a conversation.
- Ready-made campaignsUnsold leads, Lost service customer, Missed appointment, Win back and more.
- Holds that explain themselvesA held send says why and when it resumes: quiet hours until 9:00 AM.
- Reminders that just happenCustomers who go quiet get a nudge, and agents keep the callbacks they promise.
- BlastsOne message, word for word, to everyone on a list it can reach.
Alex Kim
Unsold leads · Leo · Sales
- TextDay 0 · 10:04 AM
“Hi Alex, it’s Leo at Your Store. Still thinking about the Tucson?”
- EmailDay 1 · 9:30 AM
Photos and options for the Tucson SEL you looked at
- Call, heldDay 2 · 8:47 PM
Quiet hours at the store. Waits until 9:00 AM.
- CallDay 3 · 9:00 AM
“Saturday morning could work. What times do you have?”
- Goal metDay 3 · 9:04 AM
Test drive booked · Sat 10:00 AM
Booking
Booked into your scheduler, not a spreadsheet.
Agents read real availability from your scheduler and write the appointment back. The calendar shows every agent booking beside the store’s own book, and each one says who made it.
- Live availabilityOpenings come from Xtime, Dealer-FX, CDK, Tekion and more.
- Who booked it“Booked by Mandy on a call” on every screen that shows the visit.
- Reminders and rebookingAppointment reminders, and an offer to rebook a missed or cancelled visit.
- One calendarAgent bookings, campaign sends, promises and the store’s book together.
Calendar
Thu 23
Fri 24
Sat 25
People in the loop
When it needs a person, it says so.
Anything an agent can’t finish lands in Needs a person with the reason and the conversation attached. Tell the agent the answer and it delivers it; reply yourself and it waits.
- Needs a personOne queue for everything waiting on your team, oldest first, with why.
- Tell the agentType what you want done for one customer; check the plan; it carries it out.
- Take overStep into any conversation. The agent pauses until you hand it back.
- Transfers and alertsScreened transfers to the right desk, and alerts to the right person.
Needs a person
Nothing waiting
Nothing needs a person right now
When an agent can’t finish something, it lands here with the reason.
Results
Visits that happened, credited to who made them.
Bookings are checked against your DMS. Shown visits, closed repair orders and verified value add up per agent and per store, with hours saved estimated from the work agents took off your team.
- Verified in your DMSUpcoming, In DMS, Shown, RO closed: each booking says what became of it.
- Credit that’s fairThe agent that booked it, or your team after an agent’s conversation.
From booking to a verified outcome
104 of 131 with an RO closedWhat Dealertrack and Xtime said about each booking
Booked
0
Shown
0
RO closed
0
Every booking says who made it
Dana Whitfield
Booked by Mandy on a call
Build and test
Prove an agent before it talks to a customer.
Start from a preset for service, sales, collections or the front desk. Teach it your store, point it at your knowledge, and run the scenario benchmark before it goes live.
- PresetsAgents built for each desk, updated as the preset improves.
- Teaching and knowledgeYour hours, policies and FAQs, from your site and your documents.
- Guardrails firstEvery agent must honor opt-outs, protect privacy and identify itself.
- Test on every channelText, voice, a real phone call, and the widget on a mock of your site.
Scenario benchmark
Role-played conversations your agent should handle, run on every channel it has and graded against written criteria. Each one runs 3 times.
Product screens on this page show an illustrative store; customers, numbers and conversations are examples.
Also in the platform
The parts you don’t see until you need them.
Everything below ships with the platform and is configured with you during setup.
Lead inbox
Leads from each source, triaged, assigned and answered.
Website visitors
Who is shopping, what they looked at and which visit became a lead.
Audiences
Rules-based lists from your CRM and DMS that stay current on their own.
Inventory
Your inventory feed, read by agents when a customer asks about a car.
Specials and promos
Offers your agents can quote, with the fine print you set.
Calls and insights
Answered, transferred, after hours and booked, by store and by agent.
Answered.Followed up.Booked.
See IDP on your calls, your leads and your systems. We’ll map one workflow with you and run it end to end.