● LAYER 2 · WORKFLOW ENGINE
15+ ready-to-deploy workflows. Growing every quarter.
Workflows are the "plays" the platform runs — trigger, action, outcome. Activate templates from the library after onboarding, or scope net-new workflows through Custom Solutions.
SALES & BDC DEPARTMENT WORKFLOWS
Replaces BDC + amplifies the sales floor
WORKFLOW 01
Instant Lead Response
Detects new internet lead within seconds. Responds on the channel the lead arrived on. Qualifies intent, pulls vehicle of interest, books appointment if ready, escalates to a human rep if not.
WORKFLOW 02
Stale Lead Revival
Re-engages leads with no activity in 30, 60, or 90 days. Personalizes by original vehicle of interest. Multi-channel cadence. Knows when to stop so the contact does not burn out.
WORKFLOW 03
Appointment Confirm + No-Show Recovery
24-hour pre-appointment SMS confirm, day-of reminder, same-day re-engagement on missed slots. Kills the 15-20% no-show rate that destroys floor capacity.
WORKFLOW 04
Missed Call → SMS Recovery
Within 60 seconds of any missed inbound call (after-hours or rep-unavailable), AI texts the caller with caller-ID-matched context and a booking link.
WORKFLOW 05
After-Hours Lead Coverage
Same response quality at 11pm, Saturday at 11am, Sunday morning. Hands off to your floor team Monday morning with full conversation context and qualified lead status.
WORKFLOW 06
Equity-Position Notifier
Monitors customer equity positions and triggers outreach when a customer crosses into positive equity.
WORKFLOW 07
Lease-End Outreach
90 days before maturity, initiates outreach with re-lease, buy, or trade payment math.
WORKFLOW 08
Just-Arrived Inventory Match
Notifies historical leads the moment matched inventory hits the lot.
WORKFLOW 09
Service-to-Sales Conversion
Captures the in-service upgrade conversation before the customer leaves the drive.
WORKFLOW 10
Lowered Payment Reactivation
Re-engages past shoppers when market rates or incentives change the payment math.
+ library extras: Multi-channel orchestration · Lead scoring + prioritization · Cross-channel drip sequences · OEM incentive campaigns · Test-drive follow-up · Source-quality scoring · Trade-cycle intelligence · OEM model launches · Post-test-drive sequences · Private-sale event invites · Deal-stage nurture flows · Service lane upgrade alerts — activate after onboarding.
SERVICE DEPARTMENT WORKFLOWS
Runs your service-drive outreach
WORKFLOW 01
Service Reminder
Mileage- and time-triggered service maintenance outreach.
WORKFLOW 02
Recall Notifier
VIN-matched outreach when OEM recall publishes — books before the indie shop does.
WORKFLOW 03
Lapsed Customer Revival
Wins back customers who've drifted to the indie shop.
WORKFLOW 04
Declined Service Re-Presentation
Resurfaces previously declined work with new timing and context.
WORKFLOW 05
Service Appointment Confirmation + No-Show Recovery
24-hour confirm, day-of reminder, same-day rescue.
+ library extras: Mileage-prediction modeling · Recall-campaign orchestration · Multi-RO sequences · Tire + battery seasonal cadences · Customer-loyalty flows · First-service onboarding · Prepaid maintenance renewal · EV-specific service intervals · Brand-specific recall escalation · Loaner + pickup coordination · Bilingual service outreach · OEM warranty-expiry notifier — activate after onboarding.
RECEPTION DEPARTMENT WORKFLOWS
Handles your front desk
WORKFLOW 01
Inbound Call Screening
Every inbound call answered. Caller ID matched to CRM. Pre-qualifies intent before routing.
WORKFLOW 02
Department Routing
Smart transfer to the right department based on stated intent + dealer routing rules.
WORKFLOW 03
After-Hours Coverage
24/7 phone presence; qualified handoff to your team the next morning.
WORKFLOW 04
Voicemail Triage
AI listens, classifies urgency and intent, surfaces high-priority ones first.
+ library extras: Call-back cadences · Abandoned-call recovery · Language detection · High-value-caller alerts · After-hours capture optimization · Hold-time minimization — activate after onboarding.
MARKETING DEPARTMENT WORKFLOWS
Powers your advertising
WORKFLOW 01
Programmatic SEO
Automated landing pages for inventory categories, model pages, OEM campaigns.
WORKFLOW 02
PPC Campaign Management
Bid optimization tied to inventory + lead flow.
WORKFLOW 03
Social Media Posting
Branded daily cadence on inventory + OEM campaigns.
WORKFLOW 04
Promo + Event Campaigns
End-to-end campaign orchestration.
+ library extras: OEM co-op workflows · Email + nurture campaigns · Retargeting sequences · Geo-fenced events · Brand-lift measurement · Inventory-tied creative — activate after onboarding.
● THE WHOLE PLATFORM
Three layers, one architecture.
Same data layer + workflow engine + AI agents under every department package — Sales (incl. BDC), Service, Reception, Marketing.
● NEED A CUSTOM WORKFLOW?
Custom Solutions scopes net-new builds.
Project-scoped quotes with a typical two-week deployment timeline. Ask about Custom Solutions on your demo call.