DealerTasker by ShiftScale

● DEPARTMENT · RECEPTION DEPARTMENT

Front desk that never goes to voicemail.

Inbound call screening, department-aware routing, after-hours coverage, and voicemail triage. The lightest tier — ideal for dealers whose BDC is fine but whose phones aren't.

Per rooftop · lightest tier · custom quote on demo

● THE ROLE

Parallel to the human counterpart.

Your front desk is the highest-leverage human in the store and the easiest to overload. The Reception Package answers every call, routes intelligently, and triages voicemails so the right rep sees the right message at the right time.

● LAYER 2 · WORKFLOWS

4 workflows ready on day one.

Each workflow configures automatically during your 48-hour onboarding using data we pull during setup.

● HOW TO READ THE LIST BELOW

Every workflow is described in three parts — the same shape every time, no exceptions. Knowing this pattern makes the rest of the page faster to scan.

1 · Trigger

What fires the workflow. An event from your DMS or CRM, a time-based cohort, or a condition crossing a threshold.

2 · Action

What the AI agent does in response — the channel, the cadence, the context it carries into the conversation, and what data it writes back.

3 · Outcome

The end-state the workflow drives toward — appointment booked, hand-off to a human, clean drop with opt-out respected, etc.

WORKFLOW 01

Inbound Call Screening

Every inbound call answered. Caller ID matched to CRM. Pre-qualifies intent before routing.

HOW IT WORKS

  • · Trigger: Inbound call
  • · Action: Caller-ID lookup + intent classification
  • · Outcome: Call routed with context to the right department

WORKFLOW 02

Department Routing

Smart transfer to the right department based on stated intent + dealer routing rules.

HOW IT WORKS

  • · Trigger: Intent classified during screening
  • · Action: Routing rules applied per dealer + time
  • · Outcome: Transfer with customer context to right department

WORKFLOW 03

After-Hours Coverage

24/7 phone presence; qualified handoff to your team the next morning.

HOW IT WORKS

  • · Trigger: Inbound call outside business hours
  • · Action: Full qualification + booking conversation
  • · Outcome: Floor / service team inherits warm caller

WORKFLOW 04

Voicemail Triage

AI listens, classifies urgency and intent, surfaces high-priority ones first.

HOW IT WORKS

  • · Trigger: Voicemail received
  • · Action: Transcription + urgency + intent classification
  • · Outcome: Surfaced to right rep with one-line summary

+ RECEPTION DEPARTMENT LIBRARY

More workflows ready to activate.

Ready-to-deploy isn't the limit. The Reception Department section of the Workflow Library includes additional templates you can activate after onboarding:

Call-back cadencesAbandoned-call recoveryLanguage detectionHigh-value-caller alertsAfter-hours capture optimizationHold-time minimization

● INTEGRATIONS

Plugs into what you already own.

LIVE

✓ Twilio✓ ShiftScale CRM✓ CDK CRM

ROADMAP

VinSolutions (Q3 2026)DealerSocket (Q4 2026)

● WHAT WE MEASURE

Platform target: Up to 40% lift in inbound call capture rate.

Range based on industry benchmarks + platform mechanics. Your numbers vary by lead flow, baseline, and store profile.

Voicemails responded to within 24h (industry)

<60%

Calls misrouted on first attempt

15-25% (industry)

After-hours capture rate without coverage

<30%

● HEAR IT IN ACTION

Listen to real Reception conversations from active dealerships — audio + transcripts, anonymized.

Open Reception calls →

● TALK TO A HUMAN

See Reception Department on your data.

30-minute walkthrough on your actual lead flow and service data. We'll show you exactly where this package moves your numbers.

● HEAR IT FROM A DEALER

Reference calls available on request.

We don't publish named case studies until each dealer signs off on attribution. If you want to hear how DealerTasker is actually performing in a peer store, ask for a reference call — we'll arrange a 20-minute conversation with an active customer in your market or store group.

Build your package.