Exchange Valuation Agent AI Agent
Automate exchange valuation requests across WhatsApp, Web chat while improving trade-in leads and reducing qualification time.
Example: Exchange Valuation Agent that captures vehicle details, gives valuation ranges, and books inspections.
Sales Ops, Dealer Ops, Service Ops, CX
Website widget · Missed call · Inbound number · WhatsApp deep link · Showroom kiosk
Secure actions, supervised handoff, and full audit trails.
Built for teams that need speed and control
Outcomes-first jobs your buyers care about
Capture vehicle details
How: Collects make, model, year, and km.
Outcome: Faster quotes
Provide valuation range
How: Uses pricing data to estimate range.
Outcome: Higher lead quality
Schedule inspection
How: Books a dealer inspection slot.
Outcome: Higher conversion
Route to used-car team
How: Escalates high-value cars.
Outcome: Better close rate
Step-by-step flow buyers expect to see
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1
Trigger: exchange inquiry
Customer wants exchange.
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2
Data capture
Vehicle details.
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3
Estimate
Provide valuation band.
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4
Action
Schedule inspection.
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5
Exceptions
High-risk vehicles.
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6
Wrap-up
Update CRM.
Real scenarios with clear resolution paths
Customer: 2019 Baleno, 30k km.
Agent: Estimated value 4.2-4.6L. Book inspection?
Agent: Please upload RC to proceed.
Agent: Connecting you to our premium exchange specialist.
Systems connected with secure actions
Systems of record
Dealer CRM, DMS, Service system
Service stack
Ticketing, Knowledge base
Comms
Voice, WhatsApp, SMS, Web chat
Action tools
Test drive booking, Service booking, Finance pre-approval, Valuation engine, Inspection scheduling, CRM
Enterprise readiness built in
What you will improve
Lead-to-visit
Leads converting to showroom visits.
Test drive show rate
Scheduled test drives attended.
Time-to-first-response
Speed of first response.
Service booking rate
Bookings from incoming requests.
Service no-show
Missed service appointments.
NPS
Customer satisfaction post-visit or service.
Finance approval TAT
Time to finance approval.
Recall completion
Percent of recall customers served.
Flexible to your policies, tone, and tools
A phased rollout with clear deliverables
Discovery + call listening
- Workflow map and intent list
- SOP alignment and compliance notes
- Success metrics and QA plan
Pilot on 1 channel + 1 workflow
- Agent prompts and guardrails
- Test cases and failover scripts
- Live dashboard with baseline KPIs
Expand intents + integrate systems
- System actions and data sync
- Multi-channel coverage
- Supervisor playbooks
Optimize + scale
- Continuous QA coaching
- A/B tested prompts and flows
- Governance and reporting
Buyer objections, answered
How do you handle exceptions?
The agent routes exceptions to a human with full context, suggested next steps, and a clear disposition.
What happens when the agent is unsure?
It asks clarifying questions, consults the approved knowledge base, or escalates based on confidence thresholds.
Can we restrict what it can say or do?
Yes. Guardrails lock sensitive responses and require approvals for authenticated actions.
How are transcripts stored?
Transcripts and action logs are stored with retention controls and audit access.
How does handoff work with our CRM or ticketing?
The agent writes structured notes, tags, and next steps directly into your system of record.
What languages and accents are supported for voice?
Major Indian and global languages with configurable voice and accent options.
See this agent live on your workflow
See the agent live with your data, policies, and channels.
Deploy an AI-supervised agent for your highest-volume workflow.
We consult, design, build, and manage the agent end-to-end.