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In Explore: Getting started

Start with what you already have.

You tell us about your store. We do the connecting.

Send us your numbers, your hours, your team and your selling rules. We connect your DMS, your CRM and your lead sources for you. Your team starts on the app, and managers can watch before letting it run on its own.

Your store · getting started
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Phone numbersMain line and service line · we connect them
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Website snippetPasted in by your web provider
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Hours and desksA sales desk and a service desk
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Your teamInvited by job · Sam, Priya, Jordan
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Selling rules"Hold firm on posted prices"
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DMS, CRM and lead sourcesWe're connecting them for you
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Your team is on the appTo do opens with a clean list

What your customers notice on day one.

Today a lot of them wait for an answer, or never get one. From the first day, every customer who writes or calls gets a real one.

An answer at any hourThe 11 PM text and the Sunday chat get a real answer from your lot, your hours and your policies.
Every call answeredIn your store's name. A call that rings out gets a text back and lands on that desk's To do.
A real time, bookedTest drives and service visits go into real open times, with a confirmation.
Their own salespersonA customer with a rep only ever gets that rep, and the rep sees the whole conversation.
One conversationChat, text, email and calls sit on one timeline, so nobody asks them the same thing twice.
In their languageIt follows a customer into French, or whatever language they write or speak.

How it works.

01

You tell us about your store

Your numbers, hours and holidays, your sales and service desks, who works each one, and how you sell, in plain English. A checklist shows what's left.

02

We connect your systems

We set up the connection to your DMS, send every new lead to your CRM, and connect your lead sources. Your web provider gets one link with exact instructions.

03

Your team starts

Reps get the app and the getting-started film, and work from one To do list. Managers can put anything on Approve first and watch before letting it run.

What we need from you.

The things only your store knows. Everything else, we set up.

Your phone numbersA main line and a service line, for texts and calls. We connect them for you.
One website snippetYour web provider pastes it into the site footer. It adds the chat and booking, and you see which button each booking came from.
Your hours and holidaysWeekly hours, holiday closures and short days, once per store. Sales and service can each have their own.
Your desksA sales desk and a service desk, each with its own number, staff, hours and routing.
Who works sales and serviceInvite each person by job. The job sets their access, their desk, and whether customers can book them.
Your selling rules, in plain English"Hold firm on posted prices." "Bring in a manager for trade questions." They shape every reply on every channel.

Run it alongside what you have now. Nothing to rip out. Month to month.

Your team's first week.

Reps run their day from their phones. Managers decide how much it does on its own.

The app on their phonesiPhone and Android. Store calls ring the app, never a rep's personal cell, and they work from the store's number, never their own.
The getting-started filmA short film walks the team through their day, and the help guide opens on the page they're on.
One To do listOne row per customer who needs a person, most urgent first. Your team starts with a clean list.
Approve firstPut a whole channel or one customer on Approve first. The AI drafts each reply and a person taps send.

Questions dealers ask.

Do we have to change our website or our numbers?No. Your website stays as it is: your web provider pastes in one snippet that adds the chat. We connect your store's main and service numbers for you. It runs alongside what you have now, with nothing to rip out.
What about our DMS and our CRM?We connect them. When you sign up, we set up the connection to your DMS, so service books straight into it. Every new lead still goes to your CRM, with the conversation folded in, and your CRM stays your system of record.
Can we watch before it talks to customers on its own?Yes. Put a channel or any customer on Approve first: the AI drafts each reply and a person sends it, while a customer's own requests, like cancelling their own visit or opting out, still happen at once. A manager can also pause it for the whole store with one switch.

See it before you start.

Ring our demo store and be the customer. Ask about a car, haggle, book a test drive. The confirmation is real.

CALL OUR DEMO STORE
(437) 476-8483
The same AI that would answer your line.
CALL OUR SALES LINE
(647) 697-6609
Ask anything, and it can ring the demo store for you on the same call.
BOOK A WALKTHROUGH
15 minutes
The inbox, the app, and your store's own numbers, with our team.
AutoBook · auto-book.casupport@auto-book.ca