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Automotive playbook

Every service booked, straight into the DMS

Your genie collects the vehicle, the issue, and the VIN, checks it against your booking rules, and drops the appointment straight into your DMS. No phone tag, and no missed details, so the right parts are ordered before the car arrives.

  • Phone tag loses service bookings to the shop that answers first
  • Missed details mean the wrong parts are ordered and the job stalls
  • Double bookings and gaps when the schedule is kept in someones head
  • Advisors retype the same intake into the DMS after every call
The architecture

Booking is a data flow: capture the vehicle and issue, check the rules, notify the DMS, resolve it as booked.

HOW THE DATA MOVES 1 Capture vehicle + issue 2 Qualify service type 3 Notify service desk 4 Booked or escalated Every conversation ends as a record in your system, not a lost call.
How the data moves Capture, qualify, notify, resolve. Every conversation ends as a record, not a lost call.

Intake that never forgets a detail

A service booking is only useful if the car shows up right and the parts are already on the shelf. Your genie asks the same questions your best advisor would, in the same order, every time, and only offers slots that fit your bays and your rules.

What it captures on every booking

Year, make, and model
The issue or requested service
VIN and current mileage
Preferred time within your hours
Name and best contact number
Loaner or wait, and any deadline

The genie only offers times that respect your bay capacity and working hours, so you never book a car you cannot get to. When a job is too complex to book cleanly, it moves to a handoff to a service advisor with everything already captured. See how it all connects in the architecture guide.

The other workflows

After-hours service booking Answer the call after the counter closes, capture the vehicle and issue, and book the service. Trade-in and sales enquiry capture Capture every sales and trade-in enquiry with the details that matter and route it to the right desk. Parts, pricing, hours, and service status Answer "is my car ready", parts, pricing, and hours instantly so the counter stops drowning in calls. Escalate to a service advisor Hand the call to a service advisor with the vehicle, issue, and history already captured.
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Get the Automotive voice AI playbook

The DMS intake checklist, the booking rules template, and the copy-this Genie brief. One email.

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