Agentic AI for Smarter Test Drives, Faster Conversions, and Better Customer Experience
Converiqo automates test drive bookings, model queries, EMI options, and buyer follow-ups so dealerships focus on closing deals, not chasing enquiries.
Operational friction
Car Dealerships Need Automation Across Sales Funnel, Test Drives & Post-Sale Engagement
Remove missed enquiries, manual test drive bookings, and slow follow-ups with a unified agentic workflow layer.
Missed Enquiries & Slow Follow-Ups
Enquiries flood multiple channels-website, walk-ins, calls, WhatsApp-without automation, dealerships miss high-intent buyers and struggle with timely follow-ups.
Inconsistent Communication
Buyers contact via email, WhatsApp, calls, and chat for the same query. Teams lack unified context, causing duplicate work and inconsistent responses on pricing, availability, and delivery.
Manual Test Drive & Showroom Bookings
Test drive scheduling happens via phone calls and spreadsheets. No-shows are common, reminders are missed, and sales teams waste time on manual coordination.
Finance & Insurance Coordination Delays
Finance and insurance processes involve multiple stakeholders-banks, insurers, RTO agents. Manual coordination causes delays in documentation, approvals, and delivery timelines.
Post-Sale Engagement Gaps
After delivery, customers face issues with service bookings, complaints, or queries. Without structured workflows, complaints escalate and customer satisfaction drops.
High-Volume Model & Pricing Queries
Buyers ask repeated questions on variants, colours, features, EMI options, and delivery timelines. Sales teams spend too much time on routine queries instead of closing deals.
Agentic AI Spine for Enquiry-to-Delivery Dealership Operations
AI-powered enquiry processing, test drive bookings, customer communication, finance coordination, and service workflows keep sales, F&I, and service teams aligned.
Sales / Lead Engine
Capture, qualify, and route enquiries from OEM leads, portals, walk-ins, calls, and WhatsApp with AI-powered intent scoring and instant assignment.
Customer Self-Service
Buyers get instant answers on model details, variants, colours, features, pricing, EMI options, delivery timelines, and booking status 24/7.
Contact Center & Workflow Orchestration
Unify test drive bookings, quotations, finance coordination, delivery tracking, and service bookings with automated workflows and SLA management.
Core automation modules
One Stack for Leads, Self-Service, Contact Center, Marketing & VoC
Each module removes manual overhead so dealerships can process enquiries faster, book more test drives, and close more deals.
Automation Flow
Sales / Lead Engine - AI Powered Enquiry Processing
Capture enquiries from OEM leads, portals, walk-ins, calls, WhatsApp, social ads, and aggregator websites with model, variant, and budget tagging.
AI-powered qualification by buyer intent (new/used), preferred model, budget range, timeline, and exchange requirement.
Instant routing to the right sales executive with guided scripts, model brochures, and automated follow-up reminders.
Trigger personalized nudges for test drive bookings, quotation sharing, finance eligibility checks, and exchange valuation appointments.
Track funnel velocity: enquiry, test drive, quotation, negotiation, booking, delivery with SLA alerts and conversion analytics.
Surface high-probability deals to sales managers with forecast-ready dashboards and performance tracking.
Self-Service Flow
Customer Self-Service - Model Info & Booking Status
Buyers check model details, variants, colours, features, pricing FAQs, delivery timelines, and booking status 24/7 without calling.
Self-service test drive booking with real-time slot availability, vehicle allocation, and automated confirmation reminders.
EMI calculators, exchange value estimators, and insurance premium calculators provide instant answers to common queries.
Secure document upload for KYC, income proof, address proof, and loan applications without email dependency.
Multi-channel access via website widget, WhatsApp, Telegram, and email ensures buyers get answers where they prefer.
Automated updates on quotation status, finance approval, RTO processing, and delivery preparation keep buyers informed.
Service Flow
Ticketing System - Delivery & Service Issue Tracking
Log tickets for delivery delays, documentation clarifications, accessory requests, service disputes, and warranty claims.
Auto-route to sales, finance, service, or RTO teams with SLA timers and priority-based assignment.
Allow customers and internal teams to attach photos, documents, voice notes, or comments for context.
Escalate high-value bookings or ageing tickets to sales managers and dealership leadership with one-click summaries.
Track resolution reasons to identify process bottlenecks, training needs, or vendor coordination gaps.
Close tickets with automated CSAT / NPS prompts and update customer records and dashboards automatically.
Automation Flow
Contact Center Module - Omnichannel Customer Support
Unified inbox for inbound calls, WhatsApp chats, emails, web forms, and social media interactions with channel agnostic routing.
IVR routing and skill-based agent assignment ensure calls reach the right sales or service executive with context pop-ups.
AI-powered responses to common queries: model availability, pricing, EMI options, test drive slots, delivery timelines, and service bookings.
Real-time queue monitoring and workload balancing help supervisors manage peak hours and reduce wait times.
Integration with existing DMS, CRM, and telephony systems without forcing replacement of current infrastructure.
Performance dashboards show handle time, first contact resolution, enquiry to test drive conversion, and customer satisfaction metrics.
Growth Flow
Marketing Module - Nurture & Reactivation Campaigns
Run drip journeys for new enquiries with model highlights, feature comparisons, customer testimonials, and special offers.
Send stock alerts, new model launches, price drops, exchange benefits, and festive offers tailored to buyer segments.
Automate reactivation journeys for cold leads with time-bound discounts, test drive incentives, or concierge support.
Sync WhatsApp, SMS, email, and voice campaigns with CRM audiences for consistent, personalized communication.
Track open rates, click-throughs, test drive bookings, and booking conversions to optimize marketing spend.
Segment campaigns by model preference, budget range, location, and buying stage for higher engagement and conversion.
Ops Flow
Workflow Automation - Enquiry to Delivery Orchestration
Digitize checklists for enquiry intake, test drive scheduling, quotation preparation, finance coordination, RTO processing, and delivery.
Auto-trigger tasks when test drives are booked, quotations are shared, finance is approved, or delivery slots are confirmed.
Sync with existing DMS, CRM, finance portals, RTO systems, and workshop management tools through APIs to reduce double-entry.
Surface daily workboards for sales executives, finance managers, service advisors, and dealership leadership with prioritized tasks.
Maintain audit-ready logs for OEM audits, customer complaints, and internal process reviews.
Link sales incentives, finance commissions, and service targets to workflow milestones automatically for accurate performance tracking.
Insight Flow
Knowledge Management - Centralized Product & Process Info
Centralized knowledge base stores model specifications, variant comparisons, pricing sheets, finance options, and service packages.
AI-powered search surfaces relevant product information during live interactions, reducing handle time and improving accuracy.
Version control ensures sales teams always access the latest pricing, offers, features, and OEM guidelines.
Knowledge analytics track which information is most accessed, gaps in coverage, and areas needing updates.
Auto-suggest knowledge articles based on enquiry type, model interest, and customer profile to guide sales executives.
Training workflows assign product knowledge to new sales executives, track completion, and ensure consistent onboarding.
Insight Flow
Feedback / Survey - Customer Satisfaction & CSI
Collect feedback after test drives, quotations, bookings, deliveries, and service visits with automated CSAT and NPS surveys.
Multi-channel feedback capture via email, SMS, WhatsApp, and in-app prompts ensures high response rates.
Sentiment analysis identifies detractors, promoters, and passives to trigger recovery workflows and highlight success stories.
Customer-level and model-level feedback aggregation shows satisfaction trends, common pain points, and improvement opportunities.
Automated reporting shares feedback insights with sales managers, service heads, and dealership leadership for data-driven decisions.
Benchmark feedback scores across models, sales executives, and time periods to track performance improvements and identify training needs.
Ops Flow
Integrations - DMS, CRM & Third-Party Connectors
Seamless integration with popular DMS systems, CRMs, finance portals, RTO platforms, and workshop management tools.
API connectors sync lead data, customer records, booking status, finance approvals, and service history in real-time.
Webhook support triggers automated workflows when events occur in external systems-new bookings, finance approvals, delivery confirmations.
Data mapping and transformation ensure consistent data flow between Converiqo and existing dealership infrastructure.
No-code integration builder allows dealerships to connect custom systems without extensive development work.
Maintain data consistency across platforms, reduce manual data entry, and ensure single source of truth for customer interactions.
Stakeholder outcomes
Benefits Across Management, Sales, F&I, Service, CRM & Buyers
Every team sees the same funnel intelligence, task automation, and ownership chain from first enquiry to long-term loyalty.
Dealer Principals & Management
- Single cockpit for enquiries, test drives, bookings, deliveries, and service KPIs across all showrooms and brands.
- Forecast-ready dashboards highlight conversion velocity, inventory health, finance throughput, and CSI trends.
- Automated alerts surface ageing leads, SLA breaches, or revenue risks so leadership can intervene early.
Sales Executives & Managers
- Automated reminders, scripts, and product knowledge reduce prep time for customer interactions.
- One console for enquiry history, test drives, quotations, bookings, and customer communications boosts productivity.
- Mobile-ready workflows ensure updates happen from anywhere-showroom, test drives, or customer visits.
Finance & Insurance Teams
- Structured workflows for loan applications, document collection, approvals, and policy issuance reduce delays.
- Automated coordination with banks and insurers ensures faster processing and fewer follow-ups.
- Real-time status updates keep sales teams and customers informed throughout the finance journey.
Service & Workshop Teams
- Automated service booking workflows with slot availability, reminders, and progress updates improve efficiency.
- Structured complaint handling and service ticket management ensure faster resolution and higher satisfaction.
- Integration with workshop management systems reduces double-entry and improves service visibility.
Customers & Buyers
- Self-service access to model info, pricing, EMI options, and booking status reduces wait times and calls.
- Faster responses on test drives, quotations, finance, and delivery timelines build trust and improve experience.
- Structured ticketing ensures every concern has ownership and a clear resolution path with timely updates.
Customer Experience & CRM Teams
- Unified journey timelines connect enquiries, campaigns, tickets, and service visits so retention gaps are obvious.
- Automated accessories, insurance renewal, and service-pack journeys keep buyers engaged well past delivery.
- Segmented WhatsApp, SMS, and email flows personalize communication for first-time, repeat, and fleet buyers.
Deployment fit
Works for Every Car Dealership
From single-showroom dealers to multi-location automotive dealer groups.
OEM-Authorized Dealerships
Manage new car sales, test drives, quotations, finance, delivery, and service bookings with OEM compliance and reporting.
Multi-Brand Car Dealers
Orchestrate enquiries, bookings, and service across multiple brands and models with unified workflows and reporting.
Used-Car Dealerships
Streamline exchange valuations, inspection checklists, reconditioning workflows, and used inventory management.
Automotive Dealer Groups
Standardize processes, training, and performance tracking across multiple showrooms and locations.
Premium & Luxury Car Dealers
Deliver personalized, high-touch customer experiences with structured workflows and concierge-level service.
Commercial Vehicle Dealers
Handle fleet enquiries, bulk orders, finance coordination, and after-sales support for commercial vehicle buyers.
Proof of impact
Dealerships Convert Better on Converiqo
40%
Faster enquiry responses
35%
Test drive booking increase
28%
Conversion rate improvement
+0.7 NPS
Customer satisfaction uplift
Customer voice
“Our sales operations now run on a single platform-from enquiry to delivery. Sales executives know exactly what to do next, and leadership sees real-time conversion metrics across all models.”
Vikram Singh, Sales Director, AutoMax Dealerships
“Test drive bookings, finance coordination, and customer follow-ups were the hardest to track. Converiqo automated workflows, reminders, and customer communications-no more missed opportunities.”
Priya Sharma, General Manager, Premium Motors
Need-to-know
Frequently Asked Questions
Answers for dealership owners, sales managers, and customer success teams.
How can agentic AI support modern car dealerships?
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Agentic AI automates test-drive enquiries, manages follow-ups, and centralizes communication. It helps dealerships streamline operations across new sales, used cars, financing, and service bookings-improving experience and conversion consistency.
What challenges do car dealerships face in customer engagement?
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Dealerships often struggle with missed enquiries, slow follow-ups, inconsistent communication, and high-volume questions on pricing or availability. Automation reduces delays and keeps prospects engaged across all buying stages.
Can automation improve test-drive and showroom visit bookings?
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Yes. Automation schedules test drives, confirms availability, and sends reminders. It helps dealerships operate more efficiently and reduces no-shows by keeping buyers updated throughout the appointment journey.
How does AI support multi-channel communication for dealerships?
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AI handles WhatsApp, webchat, calls, and email queries in one place. It ensures customers receive faster, consistent answers on variants, EMI options, insurance, and delivery timelines.
Which KPIs should car dealerships track using automation?
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Important KPIs include enquiry-to-test-drive rate, test-drive-to-booking conversion, response time, ticket resolution speed, and customer satisfaction. Platforms like Converiqo help dealerships track and improve these metrics.
How does Converiqo's Lead Engine improve car sales conversions?
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Converiqo's Sales / Lead Engine captures leads from websites, walk-ins, social ads, and aggregator portals. It tags buyer intent, preferred models, and timelines-helping dealerships follow up faster and close more deals.
How does Converiqo's CSSE enhance customer buying experience?
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Converiqo's Customer Self-Service allows customers to check model details, colours, features, pricing FAQs, delivery timelines, and booking status. It reduces repeated questions and improves digital-first showroom experiences.
Why should dealerships use Converiqo's Ticketing System?
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Converiqo's Ticketing System organizes issues like delivery delays, documentation clarifications, accessory requests, or service disputes. It ensures structured resolution and better coordination between sales, finance, and service teams.
How does Converiqo's Contact Center improve dealership responsiveness?
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Converiqo's Contact Center Module handles inbound calls, WhatsApp chats, and voice interactions. It reduces missed enquiries and ensures prospects receive fast, consistent responses across sales and service needs.
How do Converiqo's workflows and integrations improve dealership operations?
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Workflow Automation standardizes processes from lead capture to delivery. With integrations and Converiqo's Feedback Module, dealerships track service quality, refine interactions, and deliver better sales and ownership experiences.
Dealership excellence
Ready to Automate Every Sales Stage?
Plug Converiqo into your dealership stack to orchestrate enquiries, test drives, finance, delivery, and service from one secure platform.