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Your workspace
Home
Your conversations, priorities and next opportunities.
WELCOME BACK
Welcome to your workspace
Your conversations. Your next opportunities.
Quick access
Go straight to the work that matters.
Recent customer activity
Latest recorded updates to qualified leads.
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Your next steps
A focused view of what needs attention.
Workspace updates
What's new in this build. Select an update to read more.
ACCELERATE SYSTEMSMore context.
More context.
Better conversations.
Review enquiries and give your team a clear next step.
Qualified lead list
Pipeline
| Bookmark | Lead | Status | Intent | Vehicle | Priority / budget | Last activity |
|---|
Lead workspace
Lead details
Select a lead
No lead selected
Choose a lead from the list to inspect notes, transcript, and stage history.
Lead summary
Select a lead to see the short handover summary.
Why the assistant recommended thisEvidence, approved sources and missing information
Recommendation evidence
Review the questions, approved answers and checks behind the suggested next step.
Select a lead to review the assistant knowledge used in its conversation.
Key details
Suggested stock matches
Possible matches from this dealership's uploaded stock. Staff must confirm live availability and pricing.
Select a relevant sales lead to check uploaded stock.
Quick actions
Contact customer
Lead workflow
Record contact progress, assign the lead and keep the next step clear.
Contact / Follow-up status
Choose a status. “Contacted” opens the outcome step.
Used to attribute a won lead in product-effectiveness reporting. Record costs, add-ons and margin in Sales.
Add staff contact note
Write exactly what happened and the next step. Saving adds it to Activity as a highlighted staff update.
Recent activity
The latest customer and staff actions, with exact times where available.
Suggested response
Select a lead to see the recommended next action.
WhatsApp reply
AI draft · review before sending
Call guide
Key points for the conversation
Internal handover summary
Book appointment
Save proposed details first. Tick confirmed only after the slot has been agreed with the customer.
Lead performance
Understand the journey, not just the total
Follow the reported funnel, response and recovery signals without obscuring unavailable data.
Open Lead performance to load the report.
Performance at a glance
What matters most
Start with sales outcomes and the conversion steps that led to them.
Reported customer journey
Lead funnel
Volume over time
Lead trend
Action next
Recovery opportunities
Explore lead sources and vehicle interestsSupporting context from available lead data
Supporting context
Lead sources
Supporting context
Vehicle interests
More detail Supporting reporting metrics Booking outcomes, attribution, recovery counts and additional conversion ratios.
Sales & stock intelligence
Turn dealership signals into decisions
Blend returned lead demand, stock health and market context into an evidence-led review.
Open Stock intelligence to load the latest signals.
Evidence fusion
Five dealership signals, one Accelerate view
Commercial outcomes
What matters most
Sales, stock position and evidence-led opportunities for the selected period.
Sales and gross
Performance trend
Each returned series uses its own visual scale; displayed values remain provider-supplied.
Ranked segments
What sells here?
Lead-to-stock recovery
Reconnect demand with inventory
Sales evidence
Sales attribution
Accelerate brief
Recommended focus
Demand signals
Explore stock, market and gap signalsEvidence behind the stock intelligence summary
Stock health
Market pulse
Stock gaps
Evidence-led actions
Commercial opportunities
Scan the vehicles, compare the key numbers and open a card only when you need the full evidence.
More detail Supporting intelligence metrics Conversion, attendance and additional stock measures.
Accelerate recommendations are decision-support tools based on available dealership and market data. Projected prices, margins and selling times are estimates, not guarantees. Always verify vehicle identity, provenance, condition, history, specification, fees and suitability before committing to a purchase.
Dealership setup
Complete the real setup checks below to prepare your dealership assistant for launch.
Dealership
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Tenant ID
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Setup status
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01 · Review accounts02 · Add or import03 · Select a person to edit access
Add staff accounts
Staff can work with permitted leads, stock and booking requests. Administrators can also manage dealership users. Create accounts only when you intend to send access invitations.
Add or import staff Create one account or use the real spreadsheet import.
Bulk staff upload
Download the Excel template, fill one row per user, then upload it here. Headers must match exactly or no accounts are created.
Tenant-scoped accounts
Current staff accounts
0 users
| User | Role | Status | Alerts | Updated |
|---|
User editor
Edit selected staff member
Select a user
No user selected
Choose a tenant user to review status, role, and notification controls.
Access controls
Staff can work with leads, stock and booking requests. Tenant admins also manage dealership users.
01 · Add a vehicle or import CSV02 · Connect a stock feed if available03 · Review and correct records
Vehicle stock
Use the dealer's existing stock source so staff update vehicles once. A public or signed CSV feed can sync now; DMS/API, XML, JSON and webhook connections are captured for a provider-specific connector.
Stock source and syncManage the feed or provider connection
Connected stock source
Best option: ask the DMS, website provider or stock platform for its full-stock CSV feed. A successful sync upserts vehicles and hides vehicles removed from the latest complete feed. Do not paste API keys or passwords here.
Manual upload is selected. Configure a CSV feed to remove duplicate stock updates.
Import stock CSVUse when a connected feed is not available
Upload stock CSV
Import exported stock or a spreadsheet saved as CSV. Available vehicles become cautious chatbot context; staff still confirm availability and pricing may change.
Columns: stock_ref, registration, make, model, variant, year, mileage, price_gbp, monthly_price_gbp, fuel_type, transmission, body_type, colour, doors, seats, status, description, image_url, vehicle_url.
Your stock list is empty
Add one vehicle, upload a CSV, or connect a feed. Availability and pricing still need staff confirmation.
Tenant inventory
Stock list
0 available
Sort stock
| Vehicle | Price | Status | Age / health | Demand | Reg / ref |
|---|
Stock review
Selected vehicle
New vehicle
New stock record
Review imported stock or use the manual correction form for a one-off status or data fix.
Returned intelligence
Vehicle signals
Commercial
Unavailable
Demand
Unavailable
Performance
Unavailable
Accelerate suggestion
Returned stock guidance
Unavailable
Why this is flagged
Recommended actions
Lead interest: unavailable · Viewing interest: unavailable
Assistant merchandising
Promote in Assistant
Explicitly allow this available vehicle to receive priority when it is genuinely relevant to a customer request.
Not promoted
Select an existing vehicle to manage assistant promotion.
Vehicle record fieldsOpen to correct imported details or change status
Use a direct HTTPS image URL. Image file upload is not enabled in this MVP.
Appointments
Requests and bookings
0 requests
| Type | Customer | Preferred | Vehicle / service | Status | Next action | Updated |
|---|
Appointment details
Selected request
Select a request
No booking request selected
Choose a booking request to review contact, vehicle or service details, notes, and status.
Request controls
Changing status to confirmed means staff manually confirmed it outside the chatbot.
Appointment calendar
Plan internal customer appointments in a focused week or month view. Open any meeting for details, or double-click an empty time to create one.
0 booking requests
Tip: double-click an empty time to add a meeting. Select an existing booking to view its customer and appointment details.
Dealership trading
Sales and profitability
Record every vehicle, warranty, finance commission, service plan, accessory and workshop sale against its real revenue and cost.
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Sales ledger
Record sale item
Use the same deal reference for related items sold together.
Dealership cars: profit against demand
Every car with usable evidence is plotted separately. Current stock uses projected gross; completed sales use actual gross.
Market benchmark
UK market benchmark
Review a source-dated market ranking, with dealership stock matches clearly highlighted.
Monthly decision brief
What sold, what is moving and what to watch
Dealership results stay separate from wider market evidence so volume, profit and demand are not confused.
Most profitable products
Completed items ranked by gross profit after recorded costs.
Market opportunities
Open a dedicated acquisition workspace based on the vehicles, prices and specifications this dealership actually sells.
Research is manually triggered and source-linked. Every candidate still requires provenance, HPI, condition, VAT, fee and demand checks.
Sales ledger
Each line is one sold product or service. Select a row to review or amend it.
| Date / deal | Item | Salesperson | Revenue | Cost | Gross profit | Margin | Status |
|---|---|---|---|---|---|---|---|
| Loading sales... | |||||||
Sales / acquisition research
Market opportunities
Find source-linked vehicles inside this dealership's normal trading range, or narrow the search for a specific acquisition brief.
Screening estimates only. Complete independent vehicle and market checks before purchasing.
Dealership trading profile
Default research limits come from completed vehicle sales, falling back to current stock where sales detail is unavailable.
Loading dealership profile...
Acquisition filters
Leave a field blank to retain the dealership profile. Entering a value overrides that part of the profile.
Sourced candidates
No saved candidates.
No market research has been saved yet.
Product effectiveness
Chatbot performance reporting
Measure how effectively Accelerate Systems generates qualified leads, bookings and completed customer journeys.
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Leads captured and marked Won by day
Won is a lead stage, not a verified vehicle sale.
LeadsSales
Lead mix
Enquiry types captured during this timeframe.
View daily resultsLead, booking and sale outcomes by date
Daily results
A date-by-date view of lead generation, bookings and conversion outcomes attributed to the lead workflow.
| Date | Leads captured | Won leads | Won / captured that day | Recorded value on Won leads |
|---|---|---|---|---|
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Pilot performance
The value Accelerate is creating
Commercial outcomes, response speed and the assumptions behind the estimate in one dealership-ready view.
Configured pilot period
Open Pilot value to load the report.
Pilot performance
What happened
Five signals for a ten-second read.
Estimated value
Commercial impact
Assumptions are labelled and never presented as recorded fact.
Monthly review
Pilot summary
Estimated figures depend on dealership-entered assumptions and recorded sale outcomes. Missing coverage is shown above.
Approved dealership guidance
Assistant knowledge
Review and publish the answers and business information your assistant can retrieve.
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AdvancedWebsite sources, improvements and history
No knowledge sources yet.
Business name, contact details and opening hours use the same records as Dealership Settings.
The assistant name, greeting and handoff wording use the live widget settings.
Test mode creates no production leads, bookings or notifications.
No improvements awaiting review.
No knowledge changes recorded.
Your dealership, your controls
Workspace settings
Start with the name and visual identity your team and customers see.
Package options
Checking current fit...Current package recommendations appear here on smaller screens.
Microsoft 365 booking team
Sales and Sales Intelligence only. Availability is checked across every configured staff calendar; the shared booking calendar receives the confirmed event.
One person per line as Name <email> or just an email. Assignment profiles are not package-limited; confirm the roster during onboarding.
Company settings
Tenant identity and widget labels loaded by the real dashboard and assistant.
Workspace identityNames shown to your team in this dashboard.
Assistant identityCustomer-facing title and dealership logo.
Absolute HTTP(S) image URL. Use HTTPS in production; if it cannot load, the dashboard uses dealership initials.
Colour and web linksUse your brand colours; link to your published website and privacy policy.
Public contact details
Details the assistant may provide to website visitors.
Public contactThe assistant can share these details with visitors.
Customer messagesShort wording used when the assistant opens or hands over a conversation.
Team contact details
Optional. Blank team contacts fall back to the general public phone or email.
Staff alert controls
WhatsApp & email alerts
Choose how opted-in dealership staff receive qualified-lead alerts. Customer replies remain manual and editable.
Checking availability
WhatsApp lead notifications are not available with the current package allowance.
Current packageLoading...
Package usageLoading...
A conversation is counted once per tenant and public session in a rolling 24-hour window.
Recorded chats / estimate--
Planning token allowance--
Admin / management logins--
WhatsApp recipients--
Current period--
View usage history
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Availability checks
Every delivery gate is shown, including checks that are currently clear.
Alert content & timing
These preferences apply only to internal staff notifications.
Used only when email delivery is configured; it never sends a customer message.
Staff WhatsApp recipients
Numbers are normalised safely by the server and always returned masked. Active duplicates and package-limit overages are rejected.
| Staff member | Masked mobile | Department | Selection | Status | Actions |
|---|---|---|---|---|---|
| Loading recipients... | |||||
Send a fictional staff test
The test uses fictional lead details. In test mode it is simulated; in production it is queued for the selected opted-in recipient.
Fictional qualified leadPreview only
🚗 Car / request: 2021 blue hatchback
💷 Budget: £18,000 or around £300/month
👤 Customer: Fictional Test Customer
📞 Next step: Review in the dashboard and contact manually
No test has been sent in this session.
WhatsApp delivery status
Provider lifecycle updates appear here. Full recipient numbers and provider secrets are never exposed.
| Recipient | Type | Status | Attempts | Last update | Detail | Actions |
|---|---|---|---|---|---|---|
| Loading deliveries... | ||||||
Email notifications
Recipients are tenant-scoped. SMTP delivery is configured by the platform operator.
Who receives what
Addresses below receive the alert types you enable. Active staff can also receive lead alerts, booking alerts, or both from their individual account settings.
Save recipients and alert choices to see the routing summary.
Daily follow-up safety net
Follow-up reminder digest
Send one concise internal email prompting dealership staff to review active leads that may otherwise be missed. It never emails or contacts customers automatically, and a preview never sends anything.
Untouched leads
Qualified leads still at Not Contacted after the age you choose.
Waiting for a reply
Leads at Awaiting Response with no customer reply after the age you choose.
0 to 23. Automatic delivery runs at or after this hour, no more than once per UTC day.
hours
Include untouched qualified leads at or above this age.
hours
Include leads waiting this long without a customer reply.
Preview not loaded
Save these settings, then preview the two reminder buckets before sending.
Account password
Change the password you use to sign into this dashboard.
Website embed snippet
Paste this before the closing
</body> tag on the dealership website. It is generated for this tenant.
Saved changes apply to this dealership. Preview changes remain local until you save.