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Workflow guide

Support plan for car dealerships

Answer test drive, service, and model questions from your dealership’s pages. Prices, trade-ins, and financing stay with your sales team.

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What the visitor sees

Questions to test

What the agent answers, and what stays with your team.

Use these questions as test prompts. Each one should be answered from the source under it. Account-specific answers need authentication and a supported connection.

Dealership assistant

Planning sample

Answer from approved sources

  1. 01
    What’s included in the 30,000-mile service?Service menu
  2. 02
    What do I need to bring for a test drive?Test drive policy
  3. 03
    What’s the towing capacity of the hybrid?Model brochure.pdf
Boundary

Hand to your team

  • Price matching and trade-in values
  • Financing and credit questions
  • Warranty and repair decisions
For example
Can you match another dealer’s price on this car?
Planning guide. The examples on this page help you scope a test. They do not mean every provider, data source, or action is already connected.

Handoff rules

Write down where the agent stops.

When it does, your team sees the whole chat, not a summary.

  1. 01

    A trade-in value request

    The agent collects contact details so your team can book an appraisal.

  2. 02

    Financing or credit questions

    The agent hands the chat to your finance team.

  3. 03

    A warranty claim

    The agent creates a support ticket for the service department.

Not every job belongs to an agent. Emergencies, licensed advice, and decisions nobody has approved stay with people. See the stop conditions

What your team sees

A safer first version

Four steps, one pilot review.

Record a baseline before the test, use the same time window after it, and keep the result tied to your own conversation data.

  1. 01Choose one support job
  2. 02Add approved sources
  3. 03Set action and handoff rules
  4. 04Run a private test

Sample measurement checklist

Pilot review

Pilot review progress: 0/4

Questions before setup

Decide the rules before customers see it.

No. Agents can’t run scheduling actions yet. The agent shares the service menu and your booking link, and your team confirms the time.

Only prices published in your sources, such as the service menu. Vehicle prices, trade-ins, and financing go to your sales team.

Account-specific lookups and actions in another system need a supported integration and the right permissions. Check the integrations directory before including either in the workflow.

Use real questions with sensitive data removed. Compare each answer with the approved source, test the handoff, and record any missing or incorrect answer before making the agent public.

More workflow guides

Plan another support job.

All solutions

Test one narrow workflow first.

Start with five real questions, remove sensitive data, and compare every answer with the source your team approved.

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