● THE PLATFORM
The data layer is the difference.
Most AI dealership vendors ship a chatbot — a single conversational layer over a generic LLM. DealerTasker ships three layers, and the bottom one — the unified data layer reading and writing across your DMS, CRM, scheduling, and recall systems — is what makes the workflows on top of it actually move money.
GENERIC AI VENDORS SHIP
A chatbot.
One conversational layer wrapped around a foundation model. No DMS read-back, no scheduler write, no equity awareness. The conversation feels smart; the operation stays manual.
TRADITIONAL BDC TOOLS SHIP
A dialer + a CRM dashboard.
More humans, faster dialing. No 24/7 coverage, no per-VIN recall logic, no sub-30-second response window. Better than nothing, capped by headcount.
DEALERTASKER SHIPS
A data layer with workflows + agents on top.
Read RO history. Write back appointment to Xtime. Check equity position. Match inventory. Stamp attribution. The conversation is the surface — the integrations underneath are why the conversation actually books revenue.
LAYER 01 · THE MOAT
Data Layer
The most important layer, the one almost nobody else builds. Bidirectional integrations across your DMS, CRM, scheduling, listings, and voice systems. Reads and writes back so every conversation closes the loop on attribution and your dashboards stay accurate.
Inside the data layer →- ✓ CDK Drive (DMS) · Live · bidirectional via Fortellis
- ✓ CDK CRM / Elead · Live · Fortellis
- ✓ Xtime · Live · Cox Automotive scheduler
- ✓ Native SMS + chat · Built into the platform · A2P 10DLC registered
- ✓ Native voice agent · Built into the platform · 50+ languages
- ✓ NHTSA Recall Feed · Live · per-VIN open-recall data
- ✓ Auto.dev · Live · per-VIN recall verification
- ✓ ShiftScale CRM · Live · for independents without a legacy CRM
- ✓ Reynolds & Reynolds · Roadmap · Q4 2026
- ✓ Dealertrack (Cox) · Roadmap · Q4 2026
- ✓ Tekion · Roadmap · Q1 2027
- ✓ VinSolutions / DealerSocket · Roadmap · Q3-Q4 2026
Don't see your stack? CSV-import + write-back works today; we promote to a live connector as the roadmap reaches your systems.
● LAYERS 02 + 03 — ON TOP OF THE DATA
The workflows and the agents.
Important, but not the differentiator. Every AI vendor has a workflow engine and a model. What matters is what they're sitting on top of.
LAYER 02 · THE PLAYBOOK
Workflow Engine
15+ ready-to-deploy templates across Sales (incl. BDC), Service, and Reception. Marketing workflows in development for a future release. Library expands every quarter based on what active customers actually ask for. Custom Solutions scopes net-new workflows specific to your operation.
- ✓ Event-based triggers (new lead, missed call, RO closed)
- ✓ Time-based cohorts (30/60/90-day, lease maturity, mileage)
- ✓ Condition-based rules (equity position, declined RO)
- ✓ Multi-channel orchestration (SMS, voice, chat, email)
- ✓ Per-workflow attribution rolled back to revenue
LAYER 03 · THE VOICE
AI Agents
Conversational personas tuned to your dealership voice. The model is the commodity; the discipline is in what we constrain the model to do. Agents only answer what they can verify against your data, never invent inventory or quote unapproved prices, and hand off cleanly when intent strays.
- ✓ Current-gen Anthropic + OpenAI models
- ✓ 50+ languages native
- ✓ Per-dealer brand-voice tuning
- ✓ Inventory + price-constrained responses
- ✓ Sentiment-aware escalation to human
● SEE IT WORKING
Three layers, one platform, your data.
30-minute walkthrough live on your CRM + DMS + service data. We'll show you the three layers in action.