Workflow automation
for Auto dealerships.
Carry the conversation past the test drive.
Leads can arrive through listings, calls, visits, and referrals. Keep the vehicle context and salesperson attached as each conversation moves forward.
Start with work you recognize.
Lead routing
Assign inquiries with their source and vehicle interest intact.
Test-drive follow-up
Stop generic reminders when the customer responds.
Document requests
Keep approved document collection separate from finance decisions.
Test drive to next sales action.
An example to work through with your team.
A salesperson records a completed test drive.
Confirm the customer, vehicle, and conversation notes.
Record the agreed next action and responsible salesperson.
Use approved follow-up only while the conversation remains open.
Is follow-up still appropriate for this open conversation?
Clear to continueRecord the confirmed next action and move to the appropriate handoff.
Exception to handleStop stale reminders when the customer responds or decides. Route unresolved questions to the salesperson.
- Accountable owner
- Assigned salesperson
- Useful outcome
- A current next action or closed status, without parallel reminder threads.
Get the rules clear.
- How are leads matched across listing sites and walk-ins?
- What event stops the follow-up sequence?
- Who owns financing questions and document access?
Start with the work you already know. Steve, your AI process designer, helps you choose a process worth automating, map its handoffs and decisions, and create a phased build plan. Connection options and permissions need checking during implementation. You can continue building with his guidance.
Explore the next step.
Is answering the phone the immediate need?
Katie is the managed AI receptionist service. Try a demo for your business and arrange a kickoff with Evan, Aperture’s founder.
Meet Katie and try the demo →