Every car enquiry, answered.
Buyers ask about a car on your site in the evening, when the showroom is shut. The Front desk answers from your stock and finance pages, the Qualifier asks how they would pay, and your sales team calls back to arrange a test drive.
A use case: no automotive customers yet, so no numbers.
ExampleWebsite chat and WhatsApp
A car dealer
Hi, is the grey 2021 Golf on your site still for sale?
It is listed as for sale. Would you pay outright, use finance, or part-exchange a car?
ExampleThe lead
- Car
- Grey 2021 Golf
- Paying
- Finance
- Part-exchange
- 2017 Polo
- Test drive
- Asked for Thursday evening
- Name
- Dan Hughes
Sent to your CRM
What arrives. A car, a way to pay, a day to drive it.
The car
Which car in your stock, or what they are looking for.
How they pay
Outright, on finance, or with a part-exchange.
A part-exchange
The make, model and year of their car.
A test drive request
Which day suits them; your team arranges it.
How the agents handle it. On your own channels, in this order.
1
Front desk
Answers your website chat and WhatsApp from your stock and finance pages.
2
Qualifier
Asks the car, how they would pay and any part-exchange, and takes a name and number.
3
Handover
Sends the lead to the CRM or system you connect; your sales team can take over the chat.
4
Night shift
Answers after the showroom closes and takes callback requests for the morning.
An example car enquiry on website chat. The people are fictional.
One enquiry, start to finish.
Example automotive conversation on website chat, with fictional details. Visitor: Hi, is the grey 2021 Golf on your site still for sale? Max: It is listed as for sale. Would you pay outright, use finance, or part-exchange a car? Visitor: Finance, and I have a 2017 Polo to part-exchange. Max: Thanks. Would you like a test drive, and which day suits you? Visitor: Thursday after work. Max: I will pass that to the sales team to arrange. Which name and number should they use? Visitor: Dan Hughes, 07700 900987 Max: Thanks, Dan. The sales team will call you about Thursday. What Max captured: Car, Grey 2021 Golf; Paying, Finance; Part-exchange, 2017 Polo; Test drive, Asked for Thursday evening; Name, Dan Hughes; Phone, +44 7700 900987. Summary, with conversation analysis on: Interested in the grey 2021 Golf on finance, with a 2017 Polo to part-exchange. Would like a test drive on Thursday evening. Then: Sent to your CRM.
The automotive playbook. What to set up so your sales team calls back ready.
1
Questions to ask
The Qualifier asks these one at a time, in your words, and each answer lands in its own field on the lead. On website chat, set answers can show as buttons.
- 1
Which car are you interested in?
Field Car
- 2
How would you like to pay?
Field Paying
- Outright
- Finance
- Not sure yet
- 3
Do you have a car to part-exchange? Which make, model and year?
Field Part-exchange
- 4
Would you like a test drive, and which day suits you?
Field Test drive
- 5
What name and number should the sales team use?
Field Name, Phone
2
What to give the Front desk
It answers only from what you give it. What it must never promise stays with your team.
Give it
Pages
Your stock pages, finance pages and the service and warranty pages.
Documents
What a buyer needs to bring, how part-exchange works, and your warranty terms.
Prices or ranges
The prices on your stock pages and the finance examples you already publish.
Hours
Showroom and service hours, so out of hours it offers a callback.
It must never promise
- That a car is in stock beyond what the listing says
- A price, a part-exchange value or finance approval
- A test drive or service slot (your team arranges it)
Tell it what to say instead: offer a callback, or a person.
3
How the handover looks
The lead goes to the CRM or system you connect once there is a phone number or an email, or only once every field you mark as required is in, if you prefer. Each new detail updates the same lead.
New leadExampleWebsite chat
- Car
- Grey 2021 Golf
- Paying
- Finance
- Part-exchange
- 2017 Polo
- Test drive
- Asked for Thursday evening
- Name
- Dan Hughes
- Phone
- +44 7700 900987
Summary, with conversation analysis on
Interested in the grey 2021 Golf on finance, with a 2017 Polo to part-exchange. Would like a test drive on Thursday evening.
Started on /used/golf-2021-grey. The whole conversation stays in your console.
Other industries. Same agents, different questions.
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