“Not today” can still
be a future visit.
Lisa follows up on recommended work the customer postponed, handles replies in the background and books the return visit directly into your DMS.
Recommended work that the customer deferred.
Timing, transport, a question or the need to reconnect later.
Agreed service, an available slot and an appointment in your DMS.
Illustrative workflow
Sometimes the obstacle
is getting to the store.
A declined line item doesn’t explain the whole decision. Lisa gives the customer a chance to reply and works with the options your dealership can actually offer.
Lisa explains the approved options.
Shuttle hours, pickup and delivery, or another store-provided service may make a visit possible.
Lisa keeps the conversation’s context.
When the customer returns to the thread, Lisa can continue with the vehicle, prior replies and requested work.
Lisa finishes the booking.
Lisa checks availability, confirms the details and creates the visit directly in your DMS.
Lisa handles the follow-up.
Your team sees the appointment.
Your staff doesn’t have to work routine replies or enter the booking. Lisa puts the agreed service and appointment details directly into your DMS.
Before you put Lisa to work.
Can Lisa quote a repair price?
What if the work was already completed elsewhere?
Does the service department need to work every reply?
Put follow-through behind your deferred work.
Bring a service program and the systems your store uses. We’ll show you how Lisa carries it through to a booked visit.