The live dashboard stores qualified leads only, keeps every transcript, and gives staff real status, 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
CSV-managed stock with cautious matching.
The current product imports vehicle rows by CSV and accepts image URLs on stock records. It does not directly upload image files or connect to a DMS feed. Staff still confirm every live detail.
Family SUV
2021 Demo NX Hybrid
28,000 miles • Hybrid • Automatic
Example price £24,490
City hatchback
2019 Demo City 1.0
29,600 miles • Petrol • Manual
Example price £10,995
Practical estate
2020 Demo Tourer
36,400 miles • Diesel • Automatic
Example price £13,750
These are fictional demonstration vehicles. Availability, prices, specifications and finance details are never confirmed by this preview.
Booking workflow
Capture the request. Let staff confirm the slot.
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
Qualified lead pipeline
A focused list, not invented analytics.
The live admin shows leads only after an email address or phone number is captured. Staff can search, filter, save status, assign an owner, add notes and retain the transcript.