What it does
It picks up a brand-new enquiry, works out whether it's a real opportunity, and books it or hands it to a person. Inbound and outbound, on Phone, Text, Web chat.
For Auto Sales it books a Test Drive Appointment.
It already knows the language of the trade — trade-in, trim, mileage, financing — so nobody has to teach it what the job is called.
What it can actually do
Not just talk — these are real actions it takes in your account mid-conversation:
- Save the lead to the CRM
- Check the calendar
- Book the appointment
- Transfer the live call
- Hand off in another language
- Record an opt-out
What it finds out
Topics it works through in its own words — never a script, and never the same phrasing twice:
- what they're actually looking to get done, in their words
- whether the timing is soon or further out
- whether they're the person who'd make the decision (or who else is involved)
- the best number and time to reach them
The rails it runs on
Every agent in Sales Team Toolbox runs on the same rails:
- It says what it is. Asked whether it's a person, it answers honestly — every time, and that isn't a setting.
- Consent first. Texts and calls go only to contacts with prior express consent on file. No consent, no send.
- STOP always wins. A spoken or texted opt-out is recorded by the server, not just acknowledged in the conversation, and it halts everything for that contact.
- The Approvals inbox. AI-drafted texts and calls queue for your approval until you deliberately switch a step to auto-approve.
- Quiet hours and frequency caps. Touches respect calling hours, and a rolling cap on how often any one contact is reached.
- It doesn't take card numbers. Payments go out as a secure link instead.
The fine print lives in the compliance FAQ.
You don't build this. Pick Auto Sales at signup and your agents arrive already knowing the trade. Every word of it is yours to edit afterwards, and nothing here ever overwrites your edits.
The rest of the Auto Sales team
Under the hood
Read how the AI teammate works, the Auto Sales workflow suite it plugs into, and Autopilot & Agent Goals (Autopilot is included on the Pro and Agency plans).