Meet Lisa.
Lisa is the autonomous AI service assistant that reads your DMS, reaches out at the right moment, holds a real two-way conversation, and writes the appointment back. Every retention motion running at once, branded to your store.
Doing more of the same just produces more of the same.
Every tool dealers use today to chase service retention is failing in a different way.
Every revenue + retention play. One assistant.
Seven categories. Every category runs in parallel, branded to your store, with a real production transcript on the right showing how Lisa actually behaves inside that category. Configuration is tuned per OEM and per dealer group during onboarding — what you see below is the vocabulary; the specifics are yours.
The first three OEM-scheduled service intervals are the cheapest, easiest visits to convert — and the highest-leverage retention moment in the entire ownership cycle. Lisa runs all three, plus the standard cadence beyond them. The hard part is the trigger. First-service triggers vary by OEM — by mileage, by oil-life percentage, by months, or by some combination. Customer is trained to watch the light, not the calendar. How do you predict when to reach out? What if you are wrong? Lisa adapts to each OEM's exact schedule — DMS-driven, mileage-aware, time-aware — instead of blasting a generic reminder. The transcript on the right is Hailey at Madison Honda closing Dan's 1st Scheduled Maintenance — Honda Service Pass benefit named in the opener, booked at 5,200 miles in a single thread.
Hailey at Madison Honda booked Dan's 1st Scheduled Maintenance — Honda Service Pass benefit named in the opener, oil change at 5,200 miles, Friday 10 am slot held in a single thread.
Eight outcomes those motions drive.
From the first appointment to long-term CSI, the seven categories above show up on every measurable lever in the service drive.
Real two-way conversations with every service customer in your DMS. Not blasts, not links.
More repair orders booked at every service interval, every rooftop, every month.
Automated outreach strategy keeps customers in your service drive across the full ownership window.
Lisa drives more customers into your bays, every month, while your BDC focuses on inbound.
Fewer outbound phone calls. Lower BDC overhead. Same outreach quality, a fraction of the cost.
Someone working outbound around the clock, without a single new hire or training cycle.
Top-line growth from recovered customers, recovered declined work, and pull-through to next sale.
Proactive communication lifts customer satisfaction scores. Lisa surfaces issues before the survey does.
31% of service customers prefer to book with an AI assistant.
CDK's Service Shopper 4.0 study asked 2,529 dealership service customers how they want to book. The headline number was 31% across all generations — but for the customers dealerships most want to retain, Gen Z and Millennials, the preference is dramatically higher. The phone-call alternative is a worse experience than most dealers realize.
Source · CDK Service Shopper 4.0 (AI preference, generational breakdowns) & 5.0 (hold time)
The mind of a great BDC agent. Six capabilities.
What separates Lisa from a conversation starter is everything that happens after the first message: she remembers each customer's history, handles real questions and pushback, surfaces what's actually at stake, and writes the appointment back into your DMS — all inside the same SMS thread.
Lisa opens with a personalized, dealer-branded SMS. Confirms consent. Establishes the relationship before asking the customer for anything.
If the customer doesn't respond, Lisa follows up patiently — paced across days, never on the same day, mileage-aware and time-aware. Three to five touches over weeks, not blasts.
Lisa remembers the full thread across messages and across motions. Customer name, vehicle, mileage history, prior visits, service dates, OEM benefits — all held in context for every reply.
Inside the conversation, Lisa handles the questions every advisor handles — and the pushbacks that block bookings. No human handoff for the 80% case.
- How long? How much? What's covered?
- I'll call later. I only have x miles.
When a customer is on the fence, Lisa surfaces what's at stake — an expiring complimentary first service, an OEM warranty cliff, a time-bound recall. Honest, specific, never pushy.
When the customer is ready, Lisa handles the four real booking questions every advisor handles — and writes the appointment directly into the DMS scheduler with a confirmation code.
- Wait / Drop off
- Loaner availability
- Date and time availability
Lisa across the full service lifecycle.
From the first OEM-scheduled service through ongoing maintenance, on the cadence you choose. Cadence is fully configurable per rooftop. Most dealers run a 6-month cadence.
First OEM-scheduled service. Lisa reaches out before the customer forms a habit elsewhere.
Reinforce the dealer relationship while the customer is still under warranty.
By the third interval the service habit is set. Lisa keeps it set with you.
Standard outbound rhythm: oil & filter, multi-point inspection at every interval.
Annual outreach for low-mileage drivers who skip the standard touchpoint.
For fleet, second cars, or specialty customer segments — the long tail of the ownership window.
Most dealers actively service the first 24 months. Lisa works all 96.
Across the full eight-year ownership window, Lisa runs every motion that drives lifetime value back to your store.
Lisa knows when to hand off — and what kind.
When a question falls outside Lisa's scope, your team gets the full transcript and customer context routed to the right person. When Lisa closes a recall or telematics-triggered appointment, the service team gets the booking details before the customer walks in. Two kinds of handoff, both running on day one.
Hi Jack,
Kevin asked a question I couldn't answer. Here's his contact info and the full conversation transcript.
Name: Kevin Smith
Phone: 412-555-5555
Vehicle: 2020 Subaru Outback
Last visit: August (3 prior services)
— Lisa
Hi,
The customer is scheduled for a Nissan Recall R23B3 appointment. Please find the details below:
Customer Name: Jeff Nelson
Phone: 555-555-5555
Email: jnelson@gmail.com
VIN: 3N1AB8BV7NY112233
Appointment Date: Jan 20th
Appointment Time: 8:15 am
— Lisa, Hamden Nissan
Every message Lisa exchanged with the customer, attached. Your team picks up exactly where Lisa left off.
Name, phone, vehicle, full DMS history, prior visits, all in one view.
Service manager, advisor, or BDC lead, based on the type of question. No round-robin guessing.
Every escalation is tracked. The customer never falls through the cracks.
See Lisa run every retention motion in your store.
30-minute walkthrough with our team. We map your retention gaps to your DMS setup.
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