Consent-aware channels
Gate voice and messaging actions using the available consent state, channel-level opt-outs, suppression rules, and quiet-hour policies.
Every customer signal, resolved
One connected layer for voice, SMS, email, and web—AI agents that qualify leads, book appointments, and follow up on time, with human control at every step.
Program experience
One connected loop from signal to accountable action.
Follow the same operating context through understanding, decision, execution, and human oversight.
01
Understand
Bring together the signals and history available to the deployment so the next step starts with relevant customer context.
Signals in
- Voice
- SMS
- Web
- Signal capturedIn progress
Web visit, lead, or conversation
- Context resolved
Customer history and intent
- Next action selected
Policy-aware orchestration
- Tool executed
Scheduler or CRM updated
- Team stays in control
Outcome, trace, and human handoff
Operator view
- Transcript
- Tool activity
- Outcome
Voice that feels natural. Actions that stay visible.
Hear the voice sample, then see how a conversation can connect to a controlled, inspectable customer workflow.
Voice sample
Inbound service conversation
Voice sample is paused.
Audio content summary
A customer says their Rogue needs service after the check-engine light comes on. The AI agent acknowledges the concern and asks whether the vehicle is drivable or whether a tow is needed, beginning the conversation with a safety-oriented next step.
Recording notes & transcript status
This is the original audio sample bundled with the site. The content summary above is based on the source notes that accompanied the recording; a verified verbatim transcript is not bundled with it. The workflow trace is illustrative and is not synchronized to the words in the audio.
Connected operations
ReadyIllustrative action trace
- Signal captured01
A customer conversation enters the configured workflow.
- Context assembled02
Identity, intent, and approved customer context are brought together.
- Action proposed03
The agent follows the configured policy and selects an allowed next step.
- Outcome recorded04
The result, exception, and handoff state stay visible to the operating team.
The operator stays in control
Configured permissions, visible outcomes, and human handoff keep the workflow inspectable.
Illustrative workflow. Available actions depend on each deployment's approved configuration and connected systems.
One system, shown two ways
How each capability works, and the exact screen where your team runs it.
Every channel. One thread.
AI agents answer on voice, SMS, email, and your website — and every touch lands in the same thread with full context, so nobody asks a customer to repeat themselves.
- Human takeover in one click; the AI hands back when you are done
- Carrier-grade delivery receipts on every message
- Escalations arrive with the reason attached
SMS
Email
Voice
Web
JA
Jordan Avery · one thread
Four channels, one identity. Every touch lands in the same thread with full context — the agent never asks a customer to repeat themselves.
Give an agent a job.
Who to contact, what to say, and when to follow up — sourced from an audience, your lead inbox, or a date anchor like a lease end. Scripted, guided, or autonomous.
- In guided mode the agent can adjust timing — and must say why
- Quiet hours, backoff, and guardrail holds are always visible
- Compliance, transactional, service, and marketing categories built in
Audience · 1,204 lease-ends ≤ 90d, handed to the agent
Day 0 · SMS
+24h · Email
+48h · Voice
Final · SMS
outcomeBooked
A campaign gives an agent a job: who to contact, what to say, and when to follow up. In guided mode the agent may adjust the timing — and must say why.
See everything. Own anything.
The action queue is the agents’ agenda: what happens next, what’s late, what’s stuck — and delivery failures are honest, down to the carrier code.
- Overdue, needs-human, and blocked work surfaces itself
- Every hold names its cause: quiet hours, backoff, or a guardrail
- Failed sends show the carrier’s own reason and the fix
your team
3 overdue
2 need a human
1 held · quiet hours
The queue is the agents’ agenda — what happens next, what’s late, what’s stuck, and why. Holds are explained, failures are honest, and a human can own any thread in one click.
Three jobs. One operating context.
Use the same customer context, channel controls, and execution history across service, sales, and retention workflows.
A service call arrives after the team has gone home.
The customer still gets a useful next step.
An AI agent can identify the customer, use the systems configured for that location, and complete a routine booking—or hand off an edge case with the conversation context attached.
Operational challenge
Calls outside staffed hours often become voicemail and manual callback work.
Illustrative execution
Team controlledFrom signal to completed next step
- Recognize the caller and retrieve the available customer context
- Check the configured scheduling workflow and location rules
- Book, confirm, or route the request to the right person
Available actions depend on the systems, permissions, consent state, and workflows configured for each deployment.
Autonomy where it helps. Human control where it matters.
The platform is designed to show what happened, why the workflow acted, and where an operator can intervene.
Human takeover and handback
Let an operator assume control of a conversation with the context already captured—and hand back when done, or automatically after a set window so threads never stall.
Action-level traces
Review the event path, tool calls, outcomes, delivery state, errors, and available usage context behind an automated interaction.
Usage and failure guardrails
Track tool success, delivery, consumption, and configured limits so teams can investigate failures and control operating cost.
Illustrative traceInbound service request
Completed- Signal receivedCustomer request attached to journey
- Policy evaluatedChannel and quiet-hour checks passed
- Tool calledConfigured appointment operation
- Outcome recordedResult available to operator
Transcript
Tool activity
Human handoff
Integrations, with the scope made clear.
Provider access differs by system, retailer agreement, and required operation. We confirm read, write, scheduling, and lead-delivery coverage before a workflow is approved.
CRM and lead systems
Customer, lead, opportunity, and activity workflows.
Systems to scope
VinSolutions
ELEAD
DealerSocket
Salesforce Automotive Cloud
Dealer management
Retailer and customer operations scoped by provider access.
Systems to scope
CDK Global
Reynolds & Reynolds
Dealertrack
Tekion
Scheduling and data
Appointments, inventory context, and approved data services.
Systems to scope
xTime
Dealer-FX
MarketCheck
Open connection paths
Flexible ways to move approved data and trigger workflows.
Systems to scope
- ADF/XML
- Webhooks
- REST API
- Secure file exchange
Readiness review
Every deployment receives an operation-level readiness review before launch.No logo-wall assumptions
The systems your stores already run
A controlled path from design to production.
Every launch starts with a bounded workflow, a verified connection plan, and clear human ownership.
Workflow deployment rail
Human-owned- Step 01
Map the workflow
Define the customer journey, systems, permitted operations, escalation owners, and measurable outcome before configuration begins.
Journey mapClear ownership - Step 02
Configure and test
Set channel behavior, knowledge, tools, consent rules, quiet hours, handoffs, and test cases around the approved workflow.
Guardrails setTest cases passed - Step 03
Launch and improve
Release in stages, monitor conversations and tool activity, review outcomes with operators, and expand only after the workflow is performing as intended.
Staged releaseReview loop
Bounded scopeVerified behaviorMeasured expansion
Featured customer story
A real rooftop deserves a complete account—not a floating metric.
The full story documents the operating challenge, configured workflow, handoff model, systems involved, and customer-reported outcome.
Bell Mitsubishi
Rahway, New Jersey
Read the customer story“We went from missing nearly half our after-hours calls to answering every single one. The AI agent doesn't just pick up—it books the appointment, updates our DMS, and sends the customer a confirmation. Our service lane has never been this full.”
See one high-value workflow
run end to end.
Bring the customer journey your team wants to improve. We'll map the context, channels, connected actions, controls, and success criteria around it.
Scoped pilot
Agree on one workflow, its systems, and measurable success criteria.
Human control
Take over, hand back, and review the context behind every outcome.
Built-in guardrails
Consent gating, quiet hours, opt-outs, and auditable communication records.