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The live dashboard shows a lead after an email address or phone number is captured. It keeps the full conversation and gives staff progress, owner, note, reply-copy and booking-request tools.
AI summary AI
Visitor is looking for a family SUV with a budget around £25,000. They want finance information, have a part-exchange and would like a viewing. Contact details have been captured in this fictional example.
Save follow-up statusCopy suggested replyAdd internal note
Suggested next action
Call with two possible stock matches, explain that finance is subject to status, and manually confirm a visit time.
Full conversation transcript
Assistant What vehicle are you interested in?
Visitor A family SUV around £25k.
Assistant Are finance or part-exchange relevant?
Visitor Both, and I’d like to visit next week.
Assistant What day would you prefer?
Visitor Tuesday morning.
Vehicle stock
Current demo stock, shown in the assistant.
These demo vehicles use the same tenant stock context as the concierge. A real dealership can use approved pages from its exact configured website for business information, but crawler answers are only as current as the website at the last successful crawl. A scheduled CSV or supported DMS feed remains authoritative for live stock, so staff update their normal system once. Staff still confirm every live detail.
Family SUV
2022 Nissan Qashqai
18,000 miles • Petrol • Automatic
Example price £18,995
Family hatchback
2020 Ford Focus
38,000 miles • Diesel • Manual
Example price £13,995
Compact hatchback
2021 Ford Fiesta
24,000 miles • Petrol • Automatic
Example price £11,995
These are fictional demonstration vehicles. Availability, prices, specifications and finance details are never confirmed by this preview.
Booking requests
Capture the request. Let staff confirm the time.
Test drives, viewings, service and MOT enquiries stay marked as requests until the dealership team checks availability.
01
Visitor asks
“Can I test drive the NX Hybrid?”
02
Preference captured
Tuesday morning, with contact details
03
Team notified
Dashboard shows context and transcript
04
Staff confirm
Only then does the status become booked
Demo booking requestAwaiting confirmation
Request
Test drive
Vehicle
Demo NX Hybrid
Preferred date
Tuesday
Preferred time
Morning
Contact route
Email captured
Lead follow-up
Useful details in one focused list.
The live admin shows a lead only after an email address or phone number is captured. Staff can search, filter, update progress, choose an owner, add notes and read the full conversation.