What this platform does, screen by screen.

Current as of 5 October 2026

This page is generated from the application itself. The list of screens below is the same list the software builds its own menu from, and the sentence under each one is the sentence the screen shows the person using it. Nobody retypes any of it, so it cannot quietly fall behind what we actually ship.

It is also deliberately unflattering in places. A good number of things here are built, tested and delivered switched off, because they text or call customers and that is a decision a dealer makes, not a default we help ourselves to. Those are marked, and the last section lists them on their own.

How to read this page

Every screen carries one of these five labels. They mean exactly what they say — a feature that needs a paid account somewhere else, or a written permission, is never labelled as though it just works.

Included  Part of the platform and working the first time you sign in.
Needs setting up  Included, but empty until something feeds it — your customer book, your vehicle list or your service data.
Needs an outside account  Included, and it needs an account with an outside provider — video, voice, texting or email — that your store pays for and we connect.
Ships switched off  Built and tested, and handed over in the off position. An administrator at your store turns it on when you are ready.
Off until permission is on file  Ships switched off and stays off until the written permission or carrier approval it depends on exists. Nobody here can shorten that queue.

Before you can send anything

Three clocks run outside this software and outside us. We start all three on day one so they run while the rest of the setup happens, and the platform tells you plainly when a provider is not connected instead of reporting a message it never sent.

What has to happenHow long it usually takesWhy it exists
A2P 10DLC registration (Twilio)1–3 weeksCarriers block business texting to US numbers until the brand and campaign are approved.
RCS sender registration2–6 weeksRich messages (branded, with buttons) need a registered sender; plain texts work without it.
Email domain authentication (SendGrid DNS)1–2 daysWithout the DNS records, dealership email lands in spam or is refused.
WhatsApp Business sender approval (Meta)2–4 weeksMeta verifies the business and approves the display name before any WhatsApp message can be sent. Optional: texting works without it.

Registering your store for business texting

US carriers will not deliver business text messages to a mobile number until the business behind them is registered and the campaign describing what those messages say has been approved. This is called A2P 10DLC. It applies to every vendor in this market equally, and anyone who tells you they can start texting tomorrow is either already registered under somebody else's brand or is about to have their messages filtered.

What we need from you to file it: the exact legal business name as it appears on the letter from the tax authority, the matching tax identification number, the dealership address, and a live website showing the same business name. A mismatch between the name on the tax letter and the name you type is the single most common reason a registration is rejected, and each rejection costs another one to two weeks.

What we file on your behalf: a description of what the messages are for, the wording your web forms use to ask for permission, and five real sample messages taken from what the platform actually sends. We do not invent samples. Links in messages point at your own domain, never at a public link shortener, because a shortener is an automatic rejection.

Opting out is handled for you. A customer who replies with a stop word is flagged immediately, and every sequence, campaign and automated follow-up for that number halts. A reply that is exactly STOP (or UNSUBSCRIBE, QUIT, or the French keywords) also blocks the number itself and flags every other record of the same customer, so a duplicate record made later cannot text them either. That is enforced in the software, not in a policy document.

Getting your store live

The platform has a checklist screen that owns this, and it is a checklist of proof rather than of promises: a row goes green when the platform has actually seen the thing work, not when somebody ticks a box. Connecting a provider is not proof; a real message that a provider really accepted is.

The order that works: start the texting registration on day one because it is the longest clock, import your customer book while it runs, connect your vehicle list, connect your service data, then film the short consent-recorded sample that a rep's video likeness is built from.

Until a provider is connected, the platform says so on the screen and in the logs. It does not report a send that did not happen. There is also a rehearsal mode that intercepts every message even when real keys are loaded, so a store can watch a full day of automation run before a single customer hears from it.

Permission, quiet hours and the rule against pestering

One gate stands in front of every automated message. A customer marked as do-not-contact is never messaged by anything, including a rep pressing send. A customer who has replied with a stop word is never texted again. Quiet hours are enforced in the customer's own time zone, and an automated message that would land at the wrong hour waits rather than going out.

Every automated message is also guarded by its own cause, once — one per repair order, one per appointment, one per alert. Running the automation twice never sends a message twice. Any reply from the customer, or a booked appointment, stops the follow-up sequence cold.

A reply to a customer who wrote to you first is treated differently from a message we start: answering someone is not the same as cold outreach, and the software knows the difference.

For stores operating where implied permission expires, there is a stricter mode that ages permission out from the last transaction instead of treating silence as consent.

What we will tell you before you sign anything

This platform is new. There is no wall of logos here and no case-study percentages, because every number in this market is unaudited and ours would be too. If you want a reference, ask and you will get an honest answer about where we are.

It supplements the system you already run rather than replacing it. Activity flows back into your existing setup, so nobody has to abandon what the store is trained on.

Each dealership runs on its own installation with its own database, so your customer list is not pooled with anyone else's.

Nothing on this page is read from any store's data. It is built from the software's own source, so it describes the product, never a customer.

What is in the software

This is the platform's own menu, in its own order, with its own descriptions. If a screen is renamed or a new one is added, this list changes with it in the same release — the build fails otherwise.

The daily workspaceMarketing, video and partnersReportingSetup and administration

The daily workspace

Dashboard Included
  • 🎧 Your day, in a minute Connect the server and your assistant reads you the morning: appointments, who is waiting, who watched your video, the money on the table, and one thing to focus on. Text or email it to yourself daily from here.
  • 📋 Your list Who to work next, and why. Customers waiting on you come first, then today’s clock, then your best chances — money never jumps ahead of a customer who is waiting. Tap a group’s count to work it one customer at a time.
  • 👥 Your team today One line per rep — who is waiting and for how long, overdue tasks, visits, what got done, the day’s pace and the month. Tap a rep to read their list.
  • 🤖 AI handled, all time Every text, email, call and video the assistant handled on its own since the store started. Each channel opens where those conversations live.
Leads Included

The dialling panel on this screen is one of the features that ships switched off — see the last section.

  • ⚡ Power dialer We ring you once, you press 1 once, and then we dial your list for you — one number at a time, so nobody ever answers to silence. Their card is on your screen before you say hello.
Inbox Included

Every text, email, call recording and voicemail for one customer in a single thread, so nobody has to guess what the last person said to them.

Approvals Included

Ships with "Approve everything automatically" ON, so nothing changes until a play is set to ask — except that anything with a dollar amount in it now always waits for a manager.

Everything that waits on a person, in one place: lifecycle plays, a new customer's lead video, a walkaround narration (rendered in the drafter's own voice), the offers on a repair-order page, the photo cards the store makes overnight (a person sends every one) and, once switched on, the text telling a customer that the car they booked or asked about has sold. Open a card to read exactly what goes out, then approve, edit or decline it. Every check (consent, quiet hours, "did they write in?") runs again at the moment it sends, a night approval goes in the morning on its own, anything with a dollar amount waits for a manager, and one button pauses every automatic send.

Calendar Included

Two-way sync with an outside calendar needs you to connect that account once.

Appointments, test drives and service visits on one grid, with the confirmations and reminders that go out before each one. When a car booked for a visit sells, goes on hold for someone else or comes off sale before the visit, the salesperson is warned at once, with similar cars on the lot that are free at that time.

Showroom Included

The log of people standing in your store right now — who walked in, who they are with, who picked them up and what happened.

Inventory
2 screens
On the lot Needs setting up

Stays empty until your vehicle list is connected.

  • 🔎 Find a car the way a customer asks for one Type what they actually said — "something safe for my daughter", "a family hauler under thirty grand", "AWD for the winter", "something with a third row". It compiles into filters over the columns your feed already fills, shows you every translation it made so you can change the ones you disagree with, and never claims a feature that is not on that car’s own record. It needs no AI key.
  • Add a unit Paste the VIN and Decode fills the rest (offline decode gives make + year until the server can reach NHTSA). New arrivals auto-alert every rep with a matching lead.
Buying Needs setting up

Managers and admins only. It fills as the store appraises cars — off the service drive, from the overnight lane, the website and the desk — and it texts nobody on its own. Firm numbers need your own book values in Setup.

  • ⏳ Waiting for you Trade-in numbers waiting to be texted, and the reps’ “Ask the desk” — decided on the Approvals screen, where you read exactly what goes before anything does.
  • 🛠 Bought, not on the front line yet Cars we bought that are not for sale yet. Confirm the retail price and what the recon cost, then Release to frontline: it goes on sale, its video is queued, and the reps whose customers want this car are pinged once.
  • 🚗 Buying — the cars we buy Every car the store is working to buy — from the service drive, the overnight lane, the website and the desk — from the first number to the front line. Nothing on this tab texts anyone.
  • 💰 Buy their car — service-drive acquisition Every car on the drive is a known-history, one-owner unit already in the building. This is the mirror of service-to-sales: that one sells them a car, this one buys theirs — and they can say yes to this while saying no to that.
Service Hub Needs setting up

Most of it runs on repair orders, so it needs your service data flowing in first.

  • ⏳ Pending approvals — customers sitting on a recommendation Text the one-tap approve/decline page (with the tech's video when there is one); every answer pings the advisor instantly
  • 🔧 Open ROs Work in progress — declined lines feed the follow-up engine automatically
  • ⛏️ Mining — saved segments, live counts Shared audiences the whole store works — tap a card to drill, then bulk-act
  • 💧 Win-back drips — the board works itself Arm a segment with tiered touches. Stops on any reply or booked visit; {first} substitutes; DNC always respected.
F&I Ships switched off
  • Who is on the list Ranked so the people waiting on you are first. Mark what happened — the app never decides that from a text message.

Marketing, video and partners

Marketing
9 screens
Overview Included
  • 👥 Who the machine is watching, and what the date picker moves One date picker drives this page — every number below obeys this, except the two that say otherwise: front gross is a calendar month, and the two counted right now are the threads needing review and the follow-ups parked on a date.
  • 🏁 Impact — the deals an automated touch was part of Assisted means an automated message reached that customer inside the attribution window before the car went out. Beside it sits the stricter reading: how many of them answered us first.
  • 💬 Engagement — the people who answered, not the messages we sent The ratio is customers to customers: of the people we reached, how many replied. Automated sends only — a rep’s own typing is not counted here.
  • ⭐ Reviews and CSI — real answers to a real question Two instruments feed this and both asked a customer directly: the star gate after a sale, and the service follow-up reply. No model reads anyone’s texts to guess a mood.
  • 🔎 Watching — the nightly owner score, and what the sweep flagged Owner scores run every night and sort the book into hot, warm and cool. The alerts underneath are what the nightly sweep found and nobody has worked yet.
  • 📡 Active outreach — the words that actually went out What the automation actually sent — the full message, not a preview. The same text the customer read, the rep it is attributed to, and whether the carrier took it. A window with nothing in it leaves a sentence saying so, never a chart of zeroes.
  • 💰 Money on the lot — what each play has waiting Eligibility counted live per campaign. A switched-off play is counted as zero, because it is.
  • 🕐 Hourly activity — whose clock this is Automated messages by clock hour, in the store’s timezone — not the server’s. A chart six hours off is worse than no chart, so the hour is grouped in the clock you set on Setup; leave it unset and it is the machine’s own clock, which on a hosted box is UTC.
  • 📈 Touchpoints over time The same automated sends across the window. One bar is one day, and the dips at the weekend are the store being shut rather than the machine failing.
Finding customers Needs setting up

It counts your own customer book, so it stays empty until your deals, repair orders or customer list arrive — and it says so in plain words when they have not.

  • 🔎 Your book, narrowed — five questions, each smaller than the last Every number here is counted from your own records the moment you open this page. Nothing is cached and nothing is modelled — each count names the rule that produced it.
  • 📡 Signals in use — who each one is watching, and why Each card is one saved audience: how many customers it holds right now, how many only it can see, and how many were contacted because of it. Open one for the customers and the sentence that put each of them there.
  • 🚫 What this screen cannot tell you The limits of the records, said out loud: which text a touch produced, whether a reply answered one play or another, what a number was before we started keeping it, and who was surfaced and then not contacted.
  • 💤 Signals nobody has switched on Each one is an audience waiting to be saved. Starting one only saves the audience — nothing is sent to anyone until you arm it with a drip or send it a blast. Pick two or three, not all of them: that is how a store double-texts its customers.
Campaigns Included
  • 💡 Suggested campaigns Read off your own numbers — eligibility, open alerts and audiences nobody armed. No seasonal generator: every one of these names a real count.
  • ✍️ Create your own campaign Describe who you want to reach in plain English. It compiles into the same filters the segment builder uses — it can only ever pick from fields we actually store, it shows you exactly what it understood, and it counts the real audience before anything can send.
  • 📊 Proof engine — A/B vs your normal process Inbound leads auto-split; control group gets zero automation. This report signs contracts and defends renewals.
  • Mail history Delivery shows as estimated — nobody can prove a postcard hit the mailbox
  • ⚖️ What you may do with bought data This table is built into the code, not a preference. The three marked never have no switch anywhere in the product.
  • Purchases Every skipped record is named — paying to mail your own customer is refused at ingest
Sequences Included
  • Sequencing mode Fixed order runs your steps exactly. AI-adaptive optimizes inside your guardrails — every decision logged.
  • Escalation ladder — who sends each video No response? The next touch comes from higher up — script and trained avatar switch with the role.
  • 🤖 What your follow-up data says Learned from watches, replies, and appointments — per sequence
Email Blasts Ships switched off

Automated email is delivered switched off and can only be turned on by an administrator. It also needs an email provider account and a day or two of domain paperwork before anything can leave the building.

  • 🎯 Blast builder Suppression is baked in: no email, opted-out, and do-not-contact never enter an audience.
Mining Needs setting up

Finds the customers already in your book who are worth contacting today, and says in plain words why each one came up.

Recipes Included

Plain if-this-then-that rules your managers write themselves, without waiting on us to build them.

Send Policy Included

What the send policy did: each call, appointment, status change or message that came in from your phone system or your CRM, and whether the automation stood down, snoozed or carried on. The rules themselves are changed on the Setup screen, under Marketing settings.

  • Live activity — yielding & recovering Every suppression and recovery, logged
Referrals Ships switched off

Before a link can be texted the store needs a public web address, its name in Setup and a texting account. A friend's own number is the only one ever texted, proved by a code they receive.

Each buyer's one personal link, the friends it brought in, and which of them bought — counted from your own delivered deals, never from a stage somebody typed. Any thank-you reward is set by a manager, and the only text a friend ever gets is one they asked for.

  • A manager’s board The store-wide referral board is for managers. Your customers’ referral links are on each customer’s card: open a buyer and use “Text their referral link”, or “Who sent them?” on a walk-in.
  • Top referrers The buyers whose links brought people in.
  • Recent referrals Who sent whom. The first referral stands while it is live; a friend already on file is flagged so a manager decides any reward.
  • Marked sold, no deal on file A person moved these friends to sold, but no delivered deal is on file, so the referral does not count as bought yet. Deliver the deal on the desk, or wait for the nightly dealer-system file, and it counts on the next run.
  • Rewards When a friend buys, a manager decides the reward on the Approvals screen — never a salesperson. Approving records it as owed and texts the customer a thank-you. The app never moves money: mark it paid here once the store has paid it.
AI Studio
10 screens
Social Needs an outside account

Needs your store's own social accounts connected. Two of the networks we can post to also require a platform review before they will accept posts.

  • Your video library Everything this platform has made: VIN reels, walkarounds, intro reels, rep clips and customer testimonials. Pick one, choose where it goes' + (mine?'':' — your post goes to a manager for approval') + '.
  • 📊 What actually performed Every published video, best first, with each platform’s own numbers. A blank means that platform would not tell us — never that nobody watched.
  • Connected platforms Each card tells the truth about what it can do today
  • 📤 Upload a video Shot on a phone works great — MP4 or WebM up to 80MB. It lands in the library below, ready to post.
  • ✨ Generate a video Tell it what you want — it drafts the script, builds a vertical reel with burned-in captions, and queues it for your approval
  • Queue & results Nothing posts without an approval; delivery per platform is shown honestly
  • Autopilot When nothing is queued for a week, draft a model explainer automatically — it still waits for your approval, always
  • 📺 Every car on YouTube When a vehicle reel finishes rendering, draft a YouTube post for it — SEO title, the reel's own script, your VDP link and your phone number. One post per reel, never two.
Agents & Assets Needs an outside account
  • 🤖 Avatars (agents) Trained clones by rep — these are the faces the AI generates with
  • 🎙 Voices Cloned voice status per rep
  • 🖼 Backgrounds Built-in themes + your uploads — used by the stitcher's canvas
  • ➕ Add a user New teammate — they log in and start training their clone immediately
  • 🎓 Training Area — team readiness Upload on-camera videos + how-you-talk scripts on mobile or via API; thresholds: 120s look · 60s sound · 3 scripts
Model Slots Needs an outside account

Chooses which video engine each kind of video is made with, so a store can mix a premium engine for first contact with a cheaper one for routine follow-up.

Video Library Included
  • 🎨 Your video landing page Every video you text opens on this page. Make it YOURS: logo up top, a photo of the store behind it, the car’s photos and numbers beside the video, the rep’s name and contact, and the three asks that sell cars. Upload images under Studio → Backgrounds, then paste the address here.
  • 🎥 The lead video — on arrival The moment a lead arrives, CarFluent makes them a video about the car they asked about and puts it on their own page (the one with their numbers on it). It picks the best version the store can honestly make — the rep's avatar, or the rep's 30-second hello over a narrated reel, or the car's own reel — and always says which. The text with the ANSWER still goes first; the video never delays it.
  • Your own picture defaults For your customers’ videos: the look you like, and a short line under your name (40 characters — no prices). Your photo shows only if you agreed to it for photo cards (My Voice & Video); otherwise your initials.
  • 🖼 Video pictures Every video your customers get shows a real picture from the video itself. A manager sets the store’s looks; you can change any single video’s picture from the customer’s page (More › Change picture).
Video Templates Ships switched off

Eighteen starter scripts and a plain version for each wired moment are included as drafts for a manager to approve. Nothing is sent to a customer in this version — a preview is marked PREVIEW and never sent — and each rep approves every line their own face would say.

  • Clips — the paperwork comes first Every clip is declared before its file is uploaded: where it came from, the licence when it is licensed, and who appears in it (with signed releases). Nothing downloaded from TikTok, YouTube or Instagram; no movie, TV, song, meme or celebrity; no customer who can be recognised. Base clips play muted. A rep’s own line is uploaded only by that rep.
Video Workflows Included
  • What a brand-new lead gets Every intake door — ADF, the website form, the VDP, AutoTrader, Cars.com, the chat, a text to your number and this console — starts the same cadence.
  • How a contact is routed Source rules first · unmatched contacts go to the default sequence
  • Video-first conversations The AI answers every reply with another personalized video — text only if you turn this off
  • All workflows Inbound sequences + lifecycle campaigns in one place
Avatars & Consent Needs an outside account

Written consent from the person being cloned is required before any likeness or voice is trained, and that is enforced in the software.

  • The team’s likeness Avatar status, whether the person gave consent themselves, and the template lines they have approved. Which moments a likeness may be used for is chosen by each person in the avatar update; until then no avatar reads a template.
Personalization Included
  • 🤖 AI insights — video quality & conversion Config- and data-aware; refreshes as your setup and results change
  • Video switches How every personalized video is made — a store setting, changed by managers and admins.
  • Name pronunciation library Auto-guessing is risky — correct once, applied to every video forever. The avatar speaks the phonetic; on-screen text keeps the real spelling.
  • Where the writing style is set Two settings, in two places. How formal the AI writes to customers is a store setting: Setup › Marketing settings › Texting style, changed by managers and admins. How each salesperson’s own video scripts sound is theirs: My Voice & Video › My AI style.
  • Live inventory facts in scripts Click what the AI may mention — pulled live per vehicle. Add your own store statements below; the dealer controls the vocabulary.
  • Guardrails Always on — these protect the store
Script Library Included
  • Generated script Claude · Sonnet 4.5
Voice AI Needs an outside account

Reading a caller the status of the car in your shop works with no voice account at all. Booking live on the call, and calling people back, do not. Every AI call says it is the store's AI assistant and that the call may be recorded, and that cannot be switched off. The phone speaks in a stock voice unless you pick a rep who has agreed in writing, and the AI calls a customer only when their written consent to AI calls is recorded on their card. With a voice key in, an admin picks the voice from the store's own voice list (any provider), names its voice model and a backup from another provider, and can add a Spanish voice, which stays off until picked; with no key there is nothing to pick.

  • Status Keys live in the vault — manage them on the Setup screen; this flips live the moment they land.
  • Recent AI calls Transcripts land on the lead timeline; inbound callers get matched or created.
  • Retell + ElevenLabs Voice engine + cloned/branded voice
  • Call behavior When the assistant hands off to a human
Partners Ships switched off

Local creators, the links you give them, and the exact clicks, bookings and repair orders those links produced. Fees are negotiated inside a band you set, and nothing is offered until you set a budget.

Reporting

Reports
12 screens
Builder Included
  • 🧾 Lead providers — already our customer Leads a provider sent for someone you already had, a repeat of their own lead, or a lead nobody can reach — each with the provider’s own lead number, for a credit claim. You claim on the provider’s portal and mark it here; nothing is sent to any provider.
  • 📌 Standard reports The four everyone asks for — one click each
  • Build a cut Whitelisted metrics over your real tables — no SQL, no surprises.
  • Saved reports Scheduled ones ride the tick and email as HTML.
Standards board Included

Every salesperson against the store's minimums: the close rate on internet leads, phone-ups and walk-ins (each customer counted once, by the way they first reached the store), the show rate on the visits they host, and for a BDC agent the show rate on the visits they set. A rate is judged only once every customer in it has had their full time to buy, and below the minimum sample it says "not enough yet", never 0%. A salesperson sees their own numbers; the store total and the floor median appear only once three or more reps have numbers. A manager can open any number to the customers behind it and set aside one who was never a fair opportunity, with a reason. Nothing here texts anyone.

How each salesperson is doing against the store's own minimums — internet leads, phone-ups, walk-ins and visits that showed — counted from your own records, once per customer.

Month & forecast Needs setting up

Empty until a manager enters each rep's goal for the month. A rep without one reads "no goal set" rather than a made-up number, and the alert about reps falling behind only speaks about reps who have a goal.

  • 🎯 How the month is counted Sold is the sale ledger. Commit is a desk deal contracted or approved, or a paid deposit. Best case is a deal being worked or waiting on finance, or a sales appointment that showed in the last two weeks. Pipeline is a sales appointment still to come this month, or a negotiation with no deal yet. One customer is one car: a desk deal for a car already on the ledger is never counted again, and a deal nobody has touched in 30 days is listed under Left out, not counted. Anyone can move a customer they can see.
Funnel Included
  • Biggest leak: showed up Only 58% of booked appointments actually show. Focus improvements here.
  • Funnel Last 30 days
Revenue Pulse Included
  • 🛟 Save-the-deal meeting — last 48h losses Reason on file + the play. Reopen when someone owns it.
  • Cooling deals Active pipeline that’s gone quiet — worth a human minute today
Script Lab Included
  • Frame leaderboard Sorted by appointment rate, then replies
  • Video types — what each one earns Intro / VIN reel / feature / dealer intro / walkaround / promo — reply and appointment rates per type
  • Where they stop watching Retention by script frame — a weak open shows at 25%, a weak close at 95%
  • Top converting videos The individual sends doing the heavy lifting
  • Store default frame Applied to AI-generated videos when the rep doesn’t pick one
  • The library Each frame keeps TWO renderings on purpose: the verbatim line a rep reads on camera, and an AI-adapted variant that never claims to be standing somewhere it isn’t.
Surveys & CSI Included

Two features on this screen ship switched off because they contact customers — see the last section.

  • 💡 Offers on the repair-order page Trade value, a same-payment upgrade, an extended warranty or a maintenance plan. At most two cards, under the balance on the page your pickup text already links. Nothing is texted on its own.
  • 💼 F&I products and the declined follow-up Price your protection products once. They become the offer cards above and the follow-up below. A product with no price is never quoted.
  • 🚐 Mobile service Offer to come to the customer instead. A visit that switches leaves the bay count, which hands that bay to someone who has to come in.
Service Drive Needs setting up
  • On deck — today’s lane Scheduled + checked-in visits, highest-value first
Coaching Included

Under the 30-day scorecard sit three cards for the person in view — yourself, or for a manager the teammate picked: the 90-day scorecard (can they reach 30 sales from 80 opportunities in 90 days, counted from the start date a manager types; with no start date it shows the last 90 days and gives no verdict), the standards trend week by week from the morning check, and the 1:1 log. A salesperson sees only their own. A manager logs a 1:1 with what it was about and the one thing agreed; a follow-up day puts one task on the manager's own list. Nothing on this screen texts anyone.

  • 🎯 Practice calls The AI rings you and plays a customer — a price shopper, an angry service customer, somebody who says the store across town quoted less. It always says up front that it is practice, and it is graded on the same 100 points a real call is, so practice and performance sit on one line.
  • 👥 Who gets voice coaching Per salesperson. Click a cell to cycle inherit → ON → OFF. Inherit follows the store switches above, so you only touch the exceptions — the new hire on whispers, the veteran closer off them.
  • 🎧 Live copilot — calls happening right now Reps on the phone with AI whispering; the customer only ever hears the human
  • Scorecard — last 30 days vs prior 30 Frozen weekly snapshots; the outlined bar is this week so far. Reply time: shorter is better.
  • Your tips Rules over your real numbers — praise first when it is earned.
  • Objection playbook Built from YOUR selling points (Setup → Our story). Acknowledge → reframe → your program → next step. Two drives: the showroom, and the service lane where the customer is declining recommended work.
  • 📼 Call scores Every recorded call graded on the same rubric as the drills — your moat is the measuring stick. Paste any transcript below, or add a DEEPGRAM key in Setup and the tick scores recordings automatically.
  • Drill history Reps improve when the reps can see it.
AI Coach Needs an outside account
  • Your biggest opportunity right now Two things are costing you the most sales: call volume and no-shows. Fixing these two alone could close most of the gap to the top reps — your closing skill is already there once customers show up.
  • You vs top performers Top quartile of sales staff · gold line = their level
Standards Included

Ships with the Starting standards: a closing floor of 12% for internet leads, 35% for phone-ups and one in two walk-ins, an 80% show rate on set appointments, and a 90-day target of 30 sales from 80 opportunities for a new salesperson. Every number can be changed by a manager or admin, and one tap puts the starting figures back. From the day this is installed every customer is counted once, by the way they first reached the store, and the 120 days before are filled in and labelled. The Standards board compares each salesperson with these floors. Coaching texts ship switched off: when a manager or admin switches them on here (after re-filing the store's texting registration with the staff-text sentence), a salesperson who opted in on the phone app gets one short text on a morning they are under a minimum — at most one a day, the same standard at most once a week, never to a manager; a manager can block a rep's texts but never opt a rep in.

  • 🎯 What you are held to Your manager sets these. A customer counts once, by the way they first reached the store, and a rate is judged only once enough customers have had their full chance to buy.
  • ⚖️ When a number is fair to judge Below the minimum a rep reads "not enough yet" — never 0%, and never a nudge.
  • 🚪 How each arrival is counted The way a customer first reaches the store decides which floor they count toward, and it never changes afterwards. Service customers, imported books, staff phones and repeat copies of the same inquiry are never counted. A change here applies to customers who arrive from now on.
  • 📣 Daily coaching Every open day at this time each judged rep gets one note in the app naming their worst gap under a minimum and the one thing to do about it, and each manager one digest of their own team. Never a text message.
  • 📱 Coaching texts When this is on, a rep who opted in on the phone app gets one short text on a morning they are under a minimum — the same numbers and the one thing to do as the note in the app, no customer’s name. At most one a day, the same standard at most once a week, only between these times on open days, never to a manager. A manager can block a rep’s texts (Coaching › viewing teammate) but can never opt a rep in.
Lead scores Included

A manager's report. It fills up as customers' scores move and as sales are recorded: a band shows a percentage only once 20 of its entries are at least 30 days old or have bought, and until then says "too few to judge". The points each signal is worth learn from your own sales by themselves once a month, but only after 150 leads have finished and 25 sales are on record, and only within half to double the standard points; managers and admins are told what changed and why, can undo it or go back to the standard points in one tap, and can switch monthly learning off. A change of points never texts anyone.

  • 🎯 A manager’s report This report reads every rep’s customers, so it answers for managers and admins. Your own customers’ scores, and which way each one last moved, are on each customer’s card and in your lead list.

Setup and administration

Go-live Included

The launch checklist. Every row is proof rather than a tick: it goes green when the platform has seen the thing work, and it links to the screen that owns the control.

Setup Included

The "Customer documents — their own key" card only reports. Uploaded documents and reps' voice notes are always stored encrypted; the card says whether they are locked with a key of their own or still with the server's login secret, and how many files use which. The key itself is set by whoever hosts CarFluent, never from this page. The "Two-step sign-in (MFA) for everyone" card ships with no date, so nothing changes until an admin picks one: before the date, everyone it applies to sees a banner with the date and a Set-up button; from it, a sign-in without two-step sign-in can only set it up. A demo box never asks.

  • 🧰 Test drives — car prep, and booking from the car page An hour before a visit that holds a car (a test drive on stock #…), this checklist is due on one person’s task list, and it shows as ☑ on the Today strip and the phone. Ticking every line completes the task. Pages and texts promise “we’ll have it up front with the AC on” only while the list is on and keeps its “up front” line.
  • ⚡ Power dialer — how it behaves The BDC presses 1 once and the platform dials for them, one number at a time. It rings a single customer at a time on purpose: nobody can ever answer with no salesperson free, so there is no dropped-call rate to manage and no recorded apology to play.
  • 🧭 Match leads to the right person A lead from a ZIP a rep knows, wanting a truck from your truck guy, in the language they speak at home — routed there automatically, with the reason written on the lead. Refines the rules above: source pools still say who's eligible; when nobody fits, the classic rotation decides.
  • When videos go out Store default + per-source overrides. Some dealers want their BDC to get first swing; some want instant.
  • When a human got there first Your team's work always wins. The system listens to your phone system and your existing CRM — and yields.
  • CRM status & rep-activity sync Their CRM stays the system of record — its dispositions steer ours. Webhook retries and re-run nightly exports are deduped: everything applies exactly once.
  • Quiet hours One set of hours for the whole store, measured on your store's own clock. Every automatic text and email the store starts waits for them — service reminders, campaigns, sequence follow-ups, recipes, blasts, AI calls (the full list and their own switch are on the AI Voice screen). This switch decides one thing more: whether the FIRST answer to a brand-new lead waits too.
  • Automatic recoveries Opportunities nobody has to notice
  • 🎯 Lead routing Match by source, round-robin inside the pool. Unmatched leads fall back to the classic rotation.
  • 📞 Call tracking numbers (DNI) One number per ad source. Calls auto-log, unknown callers become leads, and recordings feed Call Intelligence.
  • 🧪 UAT sample data Seed 10 demo leads, a delivered deal, and an appointment so the GM can click through a populated CRM before real traffic. Wipe them clean when you go live.
  • 📱 Rep mobile app Installable on every phone today — no app store needed. Reps scan, tap Install, get one-tap actions + hot-lead alerts.
  • 🧬 Store blueprint The whole implementation — sequences, templates, recipes, routing, thresholds — as one file. Export this store; apply to the next.
  • 🔑 ADF inbound key Lead providers post ADF/XML to your inbound URL. Generate a key and the endpoint locks to it.
  • ⚠️ Week one: file A2P 10DLC with Twilio Brand + campaign registration takes 1–3 weeks and nothing texts customers without it. File it today; everything else on this page fits inside that window.
  • 💬 Website chat widget One script tag on the dealer site — every chat becomes a lead of its own with a full transcript, a named day gets real open times with one-tap booking (sales or service), and the AI hands off to a human at the volley cap. A number or email a visitor types that already belongs to one of your customers is never taken on the visitor's word: the chat stays on its own lead, that customer's rep is told, and nothing is booked or texted to that number.
  • 👁️ Website visitor pixel The third use of the same one script tag — on EVERY page of your site this time. It tells you which of your customers is browsing your website right now, and which car they are sitting on, so a rep can call while the person is still on the page.
  • ⭐ Review flywheel Every sold customer gets one review ask (+48h), sent by the tick through a tracked short link.
  • 🏢 Stores (group rollup) Add your rooftops; the Command Center grows an all-stores table. Single-store installs can ignore this.
  • 🏰 Our story — your moat Say it once. Reps get it in the objection playbook and drills; the chat widget, AI replies, and the voice agent weave it in whenever price or shopping-around comes up.
  • 📚 Knowledge bank — what the AI knows about your store A selling point answers an objection. This answers a question: your warranty fine print, your service hours, what "certified" means here, the OEM rule your advisors keep repeating. Every AI mouth reads the same entries — the texting AI, the website chat, the phone agent, the rep's draft — with the most relevant ones first.
  • 🧩 Custom fields Fields you define yourself, on any object — a customer, a deal, a vehicle, an appointment, a repair order or a team member. Typed, validated in one place, and rendered wherever that object appears. Adding one is a row, not a release.
  • 🛤️ Pipeline labels Rename stages your way; hide the ones you never touch. Storage keys stay fixed so every automation keeps working — that is deliberate.
  • 🔒 Security Two-factor for your login, and field-level locks — reps see ••• and cannot edit protected fields.
  • 🧹 Data hygiene The mess, counted — and the one fix that is always safe.
  • 1d · What should the store’s assistant be called? One name, used only by the greeting on your Marketing screen — customers never see it. It ships blank on purpose — with no name we never put an invented human in front of a customer. To a customer the AI is always your store’s AI assistant (see AI honesty under Marketing settings).
  • 2c · Mailbox sign-in (Google / Microsoft 365) Paste your OAuth app's client ID and secret once. After that every rep gets one-click Connect Google / Connect Microsoft 365 on My Mailbox instead of an app password. The secret is vaulted like the keys above.
  • 5 · Load the customer book Your DMS export powers the equity, lease-end, and service campaigns from day one.
  • 1c · Your store, and the limits it works inside The name customers should see, the site they can find you at, and which state you sit in. The name heads every quote you send and the voicemail the dialer leaves; the state decides whether a call may be recorded without saying so out loud. Underneath it sit the limits the rest of the product obeys: how many automated messages one customer may get, how long a website visit is kept, how close together two automated messages may fall, and anything you never want claimed about a car. Leave one alone and it behaves exactly as it does today.
  • 💡 Suggestions and voice notes When a customer says a number on a call or writes it in a text, an email or the website chat (“I want to stay under 450 a month”), or a rep promises something on a call, in a text or in a note (“I’ll get you the lease numbers by Friday”), it shows up on that customer’s page as a suggestion, with the exact sentence. A rep’s 30-second voice note from the phone is written out and read the same way. Nothing is written on the customer and no task exists until a person taps Accept — and nothing is ever sent to the customer.
  • 🤖 AI honesty — always on, not configurable Your AI never passes itself off as a person. Nothing below has a switch, at any level — it is the same for every store and every customer.
  • ✋ AI hand-offs — when a person takes over When one of these happens the AI stops answering that customer on every channel — texts, email, website chat and the phone AI — the customer gets one text saying a person will answer, and their salesperson (or, with none, the managers) is told. It stays stopped until someone presses Give back to AI on the customer. A rep can also press Take over at any time.
  • ✍️ Texting style — how formal the AI writes Choose how formal your AI sounds in texts, emails and the website chat, from Polished (today’s tone) to Very casual. Spelling, capitals and punctuation stay standard at every level, every price, date and name is copied exactly, and the AI always says it is your store’s AI assistant.
  • DMS audience import Sold + service customers via nightly CSV export (certified CDK/Reynolds APIs are the partner phase)
  • 📣 Marketing settings The switches, budgets and numbers behind the Marketing screens: the send policy, the two plays that text on their own, how formal the AI writes, the direct-mail and bought-data budgets, the data licence, where the customer book comes from, the email footer and signature, and the figures mining and the upgrade offers are priced with. The Marketing screens show what they did; this is where they are changed.
  • 💰 "Value your trade" widget The same one script tag, on any page of your site: a visitor types their car, proves their mobile number with a 6-digit code, and sees an honest RANGE — while your desk gets a real lead with the appraisal already priced in the acquisition queue.
  • 🔧 Damage on trade-in offers What the offer page asks a customer about their car, and what each item is worth to you. They tick, describe it and send photos; the estimate updates in front of them, itemized.
  • 🚗 Buying cars The switches and numbers behind Inventory → Buying: how the store appraises and offers on cars, the website trade widget, what damage is worth on an offer, and the models you want back. Buying shows what they did; this is where they are changed.
  • 💳 Selling cars The deal steps a rep takes the customer through from the customer card: sending your store’s own credit application link, and the customer’s own My Deal page.
  • 💳 Credit application link Your store’s OWN credit application — your RouteOne or Dealertrack consumer application, or your website’s finance page. It ships switched off: nothing can be sent until a manager saves the link and turns it on. A rep or manager then emails it from the customer card (the Deals tab, or More on the phone); the card then says “link sent”, and a manager marks it received when your finance office has the application — it is never assumed. CarFluent never asks for, stores or sends a Social Security number, a birth date, income or an employer, and the AI never asks for them either.
  • 💬 Plays that text on their own Two plays the tick runs by itself. On, they text customers on their own and still wait out quiet hours; off, nothing goes out unless somebody presses the play’s run button. Both ship on. The same switch sits beside each play’s results.
  • 🖼️ Photo cards A picture a rep texts or emails a customer from their page: your logo, a headline, their car beside the car for them, and the rep’s face (only with their own tick), name and your store’s phone. Built from real photos and name plates — AI never draws a car, a face or a number, and no card ever carries a price. A rep checks every card and presses Send. With “make cards overnight” on, the store also makes cards by itself — for an upgrade match, a service-lane check-in, a purchase anniversary, a new lead with a car linked to them and a car that just arrived for someone who asked — and each one waits on its rep’s Approvals screen: nothing goes until a person approves it. Reps can also text a customer a link to send us a photo of their own car.
  • ✅ Approvals and automation Approving AI can take a lot of time — so the store decides what goes out on its own. Automatic never skips a check: consent, STOP and do-not-contact, quiet hours and "did they just write in?" are asked again every time.
  • 📜 The data licence Nothing is bought until this is on file. The vendor's sign-up terms do not permit a dealership CRM to store or market from their data — that needs a negotiated agreement, and this is where you record it.
Team Included

The "Financial fields" chip under Who sees what is offered, not switched on: one tap per role locks the customer's birth date and licence, the credit application's status, the lender and a deal's finance terms, and finance documents, for salespeople or BDC. Managers and admins always see them. The Sessions card ends a person's sessions on every browser and phone at once, and those devices stop getting their notifications (a lost phone; audited) — they can sign straight back in. There an admin also switches someone off (or back on) and changes their role, which signs them out too, as do a reset of their two-step sign-in and a new password; everyone has Sign out everywhere in their account menu.

  • 🔒 Who sees what Enforced on the server, where the data is read. Rows: a salesperson or BDC agent only opens the customers this allows. Hidden fields: a ticked number comes off EVERY answer the server sends that role — lists, the customer card, the inbox, the dialer, the call panel and AI summaries — so it is not a display preference. Money is never hidden from managers: they price the deals. The field locks on Setup (credit tier, trade value, notes, target payment, budget…) show ••• to anyone below the role you set — and a locked target payment or budget also leaves out the suggested target payment or budget itself. The conversation itself is not masked: what a customer wrote stays in the thread, and a suggested task or timeline whose sentence mentions the number still shows that sentence.
  • 📞 Outbound caller ID The number a customer sees when this rep dials out or gets a click-to-call. Leave it empty and the call falls back to the tracking number they originally reached you on, then the store's main line. Set one only for a line this store actually owns — a number you do not own is rejected by the carrier, not by us.
Integrations
9 screens
Import & Migration Included

Brings your customer book across from whichever system you run today. The export goes through a dry run first, so you see exactly what would land and what would be skipped before anything is written, and an import can be rolled back.

DMS Feeds Needs setting up

Where your dealer system's nightly export arrives. Deals, repair orders and customer records come in here overnight and become the rest of the platform's raw material.

Data Lineage Included
  • 🔎 Follow one customer Type a name, phone or email. You get where they came from, what we did, and whether it ended in a deal — in one scroll.
API Connections Needs an outside account

The keys and accounts for every outside provider, stored encrypted, with a one-tap check that says honestly whether each one answers.

CRM Bridge Needs setting up

Sends the day's activity back into the system your store already lives in, matched to the right customer, so nobody has to work in two places. Repeated deliveries and re-run overnight exports are matched up so an activity lands once.

  • Recent write-backs What your CRM received
Server Included

The health of your own installation — whether the background work is running, how big the database is, and when the last backup was taken.

Command Center Included
  • 🏆 Leaderboard — last 7 days Calls, texts and rep videos attributed by sender; response time = lead created → first human touch; Assigned and Claimed are this week's new leads; Sold is cars credited to the rep in the sale ledger this week
  • 📈 Funnel — last 7 days Shows its math, always
System Log Included
  • Audit trail Who changed what — stage moves, assignments, vault edits (names only), and every call listened to.
Ad Conversions Needs setting up

The callback board on this screen belongs to the answering menu, which is set up on the Setup screen and published by you rather than switched on by us. The Ad audiences card (customer lists for Facebook and Google ads) ships switched off: it builds and counts the lists every night and keeps opted-out customers off them. Nothing is sent to Facebook until an admin says the store may use its customer list this way, switches the lists on, and a manager connects and verifies the store's Meta ad account; anyone who asks out is taken off within minutes, even with the lists switched off. Google Customer Match is not available yet.

  • 📵 Is anybody still answering our numbers? When a number gets labelled "Spam Likely" nothing breaks — calls still place, nothing errors, customers just stop picking up. That is why it goes unnoticed for months. We watch the answer rate on each number against its own history.
Preferences
8 screens
Appearance Included
  • Theme Switch between the dark and light interface
Personalization Included
  • Variables Auto-filled per lead
  • Q&A bank Claude pulls from these to answer leads
My Voice & Video Needs an outside account

Your cloned voice is used only with your written consent, and you can withdraw it here at any time: it is deleted and never used again, including on the store's phone.

  • 📼 Voicemail and call transcripts to me When one of YOUR customers leaves a voicemail — or one of their recorded calls is written out — you get the words and a two-line summary on your own phone or email. Only your own customers (a manager gets the ones with no rep); never the customer.
  • 4 · Your headshot Your photo goes at the bottom of every email you send, so a customer can put a face to your name before they ever walk in. A clear, friendly, well-lit photo from the shoulders up works best. Square is ideal — we crop to a circle.
  • 🛡️ Compliance & consent One gate, every automated door. Do-not-contact is absolute everywhere; STOP is absolute for texts; print is never subject to digital consent expiry.
  • ✉️ Email automation OFF: nine automation paths log emails they never send. ON: they start emailing customers for the first time.
Interactive Video Included
  • Player chips Shown under every personalized video
Channels Needs an outside account
  • 📶 RCS status Registration is paperwork like 10DLC (weeks) — start it now, the rail is ready
  • 🟢 WhatsApp A second pipe for the same conversation, on the same thread, with the same stop rules. Two things make it different from texting and both are Meta's: permission to message someone on WhatsApp is separate from permission to text them, and outside 24 hours of the customer's own last message only wording Meta has already approved may be sent. When it cannot carry a message it says why and the plain text goes instead, so nothing waits on this and nobody is messaged twice.
Automation Included
  • ⚡ Speed to lead — the phone rings before the lead cools A fresh lead rings your salesperson first. They hear who it is and what car — "New lead: Dana Ruiz, from cars dot com. Interested in the 2022 Tacoma. They wrote: is this still available? Press 1 to connect." — and pressing 1 dials the customer. Nobody answers? The customer is never called at all, and the lead lands on a manager's board instead.
Rooftops Included

For groups: which store a user belongs to and what they may see when more than one rooftop shares an installation.

My Mailbox Needs setting up
  • One-click connect (OAuth) Sign in once — email syncs both ways over XOAUTH2 and your calendar merges into scheduling. No app passwords.

What ships switched off

These are built, tested and delivered in the off position. Every line below is checked against the code that decides the default when this page is generated — if somebody flips one of these on by default and forgets to change this page, the build stops.

WhatsApp

Carries the same conversation on the same thread over WhatsApp instead of a text, and answers people who message the dealership there first. It ships off because Meta has to verify the business, approve the name customers see and read each message template before anything can be sent, and because permission to message someone on WhatsApp is a separate permission from texting them. Until all of that is done every play simply keeps texting.

Where it lives: Preferences, under Channels
The power dialer

Rings you once, you press a key once, and it then dials your call list one number at a time so nobody ever answers to silence. It ships off because it makes outbound calls, and because leaving a recorded message needs a staffed opt-out line first.

Where it lives: Leads
Follow-up on protection products a customer declined

Goes back to a buyer who turned down a warranty or protection product and offers it again at the moment it would have paid for itself. It ships off because your store has to price those products first, and because it texts a customer who already said no once.

Where it lives: F&I
Asking for a review after a sale

Asks a buyer to rate the experience a set number of hours after delivery, routes a good score to your public review page and a poor one to a manager privately. It ships off because it texts customers, and because a store should choose the wording and the timing before it starts.

Where it lives: Reports, under surveys
Calling customers about work they declined

An outbound voice call to a customer who turned down recommended work at their last visit. It ships off and needs express written permission on file before it may be switched on at all, because it is an automated voice call.

Where it lives: Reports, under surveys
Asking service customers whether they would sell you their car

A short text shortly after a car is checked into the shop, asking whether the owner would like a number on it. It ships off because the carrier-approved wording for it has to be filed before it may send, and because a shop visit is not an invitation to be sold to.

Where it lives: Setup, under Buying cars
Sending an appraisal offer without a manager looking at it

Lets the overnight appraisal go straight to the customer without a manager looking at it first. Because nobody has seen the car on that path, the customer is told it is an estimate: a range that becomes firm after a ten-minute look. It ships off on purpose: money leaves the building on that path, so a person signs off on every number until your store decides otherwise.

Where it lives: Setup, under Buying cars
Printed mail

Prints and posts a physical piece to a customer through a mail provider. It ships off, needs a provider account and a budget you set, and needs postal addresses on your customer records — most imported books do not have them.

Where it lives: Marketing
Creator and influencer partnerships

Tracks a local creator's link from the click through to the booking and the sale, and negotiates a fee inside a band you set. It ships off because a partner programme is a decision, not a default, and because you set the budget before anything is offered.

Where it lives: Partners
Customer referral links

Gives each buyer one personal link. A friend who opens it types their own name and mobile, proves the number with a code, and reaches the buyer's salesperson marked as referred; when the friend buys, the rep and the managers are told. Once switched on, buyers are asked on their own — a thank-you text a few days after delivery, one at day 30 and one on each purchase anniversary — each waiting for quiet hours, a pause and any text in the last day, and never sent late. When a friend buys, a manager decides the reward on the Approvals screen (never a salesperson); approving records it as owed and texts the customer a thank-you, and the store marks it paid once it has paid it — the Referrals screen keeps each customer's total for the year. It ships off because the texts go to your customers, because the carrier-approved wording for them has to be filed first, and because any thank-you reward is money only a manager may promise.

Where it lives: Referrals
Matching a new enquiry to the rep most like the customer

Routes a new enquiry inside your existing routing rules to the rep who matches on area, language or the kind of vehicle. It ships off because who gets which customer is a management decision, not something software should assume.

Where it lives: Setup
Rich branded messages with buttons

The upgraded message format that shows your logo and tappable buttons instead of plain text. It ships off and flips on only after the carriers approve your store as a sender, which is a queue of its own. Plain texts work without it.

Where it lives: Preferences, under channels
Light, funny video templates for each moment of the sale

Short videos starring the customer's own rep and their real car, whose link will ride inside a text the store already sends. It ships off, jokes are never used at serious moments, and in this version nothing is attached to a text yet. A manager or rep can press Preview to see a template made on the store's own server from its own pieces — the rep's own recording of the line, its cards and a car's own photos — marked PREVIEW and never sent; with the switches on, the store makes those pieces ahead of time.

Where it lives: AI Studio, under Video Templates
Photo cards the store makes overnight

Each night the store makes photo cards by itself — a picture with your logo, the customer's car beside the car for them, and their rep's name and your phone number — for an upgrade match, a customer in the service lane today, a purchase anniversary the sale record proves, a new lead with a car linked to them, and a car that just arrived for someone who asked about one like it. Nothing is drawn for a customer who is do-not-contact, said STOP or has not given written permission for marketing texts. Every card waits on the customer's own rep's Approvals screen and goes only when a person approves it — never on its own, even with approve-everything switched on. It ships off, with photo cards themselves, because picture texts need the texting registration updated and your photo vendor's written OK first.

Where it lives: Setup, under Photo cards
Texting a customer that the car they booked to drive has sold

When the car a customer is booked to come and drive sells before their visit, their salesperson is always warned at once. With this on, the customer is also texted: the car sold, here are up to three similar cars on the lot that are free at their time, and their time still stands. It waits on the Approvals screen for the customer's own salesperson unless everything is set to approve automatically, is only about a car that sells after you switch it on, never goes later than 30 minutes before the visit, never names a price, and never reaches the customer who bought the car, even when the sale is on another record with their phone number or email. It does not go once the customer and their salesperson are already talking, and a car marked sold with no deal on file waits a day for the sale record. It ships off, and it needs your store's time zone set first.

Where it lives: Setup, under Test drives
Texting a shopper that the car they asked about has sold

When a car a shopper asked about sells, a short text names up to three similar cars on the lot and asks whether they would like to drive one. Only cars that sell after you switch it on, within three days of the sale, to shoppers in touch recently, with no visit already booked, and only when a similar car is actually on the lot. A shopper gets at most one such text a week, never one while they are already talking to the store, and a car marked sold with no deal on file waits a day for the sale record. It ships off, and it needs your store's time zone set first.

Where it lives: Setup, under Test drives
The rep quote sheet

A printable payment page a salesperson makes for one customer from numbers they type, rather than from the payment table a manager approves. It ships off: while it is off the button says so and sends nothing, and a quote page a customer already has says the quote is no longer available instead of showing the old numbers. Switching it back on never brings those old pages back, and even then no rate is filled in for the salesperson — a blank rate is refused, never read as zero.

Where it lives: Setup, under the website chat widget
The My Deal page for customers

A private page for each person on a deal — the buyer, and a co-buyer or co-signer the buyer asked you to send their own page (its own tick on People on this deal, separate from naming them in reminders and videos) — showing where the deal stands: the car, the credit application, the finance office, their documents, delivery booked and delivered. It never shows a price, a payment or any amount. A salesperson texts the link from the deal; the page opens only after a 6-digit code texted to that person's own phone, so a forwarded link opens nothing. It ships off, and only an admin switches it on; while it is off the button says so and every link says the page is not available.

Where it lives: Setup, under Selling cars