Auto & Mobility use case

Test Drive Scheduling Agent AI Agent

Automate test drive scheduling and reminders across WhatsApp, Voice while improving test drive show rate and reducing no-shows.

Example: Test Drive Scheduling Agent that books slots, sends reminders, and captures feedback.

Channels: WhatsApp · Voice Outcomes: Reduced no-shows · improved visit rate
Enterprise security
Prebuilt integrations
Go-live in weeks
Omnichannel
Teams

Sales Ops, Dealer Ops, Service Ops, CX

Entry points

Website widget · Missed call · Inbound number · WhatsApp deep link · Showroom kiosk

Deployment

Secure actions, supervised handoff, and full audit trails.

Who it's for

Built for teams that need speed and control

Sales Ops Dealer Ops Service Ops CX WhatsApp Voice Website widget Missed call Inbound number WhatsApp deep link Showroom kiosk
What it does

Outcomes-first jobs your buyers care about

Book slots

How: Matches availability and location.

Outcome: Faster scheduling

Confirm documents

How: Collects license and ID.

Outcome: Reduced delays

Send reminders

How: Automated reminders before the drive.

Outcome: Higher show rate

Capture feedback

How: Post-drive survey and next steps.

Outcome: Improved conversion

End-to-end workflow

Step-by-step flow buyers expect to see

  1. 1

    Trigger: test drive interest

    Lead requests a drive.

  2. 2

    Availability

    Collect preferred slot.

  3. 3

    Verification

    Driver license check.

  4. 4

    Action

    Confirm booking + reminder.

  5. 5

    Exceptions

    Reschedules or no-shows.

  6. 6

    Wrap-up

    Feedback captured.

Sample conversations

Real scenarios with clear resolution paths

Scenario A: Happy path: booking confirmed WhatsApp

Agent: Test drive booked for Sat 11 AM at Koramangala.

Customer: Confirmed.

CRM note: Test drive scheduled Sat 11 AM.
Scenario B: Edge case: license pending WhatsApp

Agent: Please upload your driving license to confirm.

CRM note: License upload pending.
Scenario C: Escalation: repeated no-show Voice

Agent: I am escalating to the dealer manager for follow-up.

CRM note: Repeated no-show escalated.
Integrations

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, Calendar, Dealer CRM, SMS reminders

Supported methods: API · Webhooks · RPA fallback Data sync: Read + write
Guardrails & controls

Enterprise readiness built in

Role-based access with OTP or SSO for sensitive actions
PII redaction and masked views for IDs and payment details
Policy-locked response blocks for compliance language
Sentiment and risk thresholds that trigger human takeover
Full transcripts, action logs, and disposition codes
QA sampling, scorecards, and prompt/version control
KPIs & measurement

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.

Configuration

Flexible to your policies, tone, and tools

Intents and flows
Tone and brand voice
Knowledge sources (FAQs, SOPs, policy docs)
Eligibility and routing rules
Dispositions and tags
Languages and accents (voice)
Business hours, SLAs, and fallback policies
Implementation plan

A phased rollout with clear deliverables

Week 0

Discovery + call listening

  • Workflow map and intent list
  • SOP alignment and compliance notes
  • Success metrics and QA plan
Phase 1

Pilot on 1 channel + 1 workflow

  • Agent prompts and guardrails
  • Test cases and failover scripts
  • Live dashboard with baseline KPIs
Phase 2

Expand intents + integrate systems

  • System actions and data sync
  • Multi-channel coverage
  • Supervisor playbooks
Phase 3

Optimize + scale

  • Continuous QA coaching
  • A/B tested prompts and flows
  • Governance and reporting
FAQs

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.