Nothing acts on a customer promise without the facts and an owner.
Your staff do not need a lecture about AI. They need to know where the facts came from, what the system may do on its own, when a person steps in, and how the result reached the customer.
01Trigger
Slack message, missed call, new lead, new RO, sold unit, age threshold, review, form or manager request.
02Source
DMS, CRM, inventory feed, website, phone platform, approved documents, analytics and dealer-maintained data.
03Match
Resolve the customer, VIN, stock number, rooftop, campaign and event before acting.
04Rules
Apply consent, price, offer, brand, OEM, privacy, role and channel constraints.
05Work
Generate, classify, score, summarize, compare or answer from an approved source.
06 / HumanApproval
Show a person the facts, exception and consequence only when judgment is required.
07Action
Publish, schedule, write back, create a task, book an appointment or update a dashboard.
08Measure
Connect the trigger to the appointment, RO, sale, gross, time saved or prevented error.