Lead Generation
AI Lead Qualification Agent
Qualifies inbound leads with a short conversation and scores them against your criteria.
Outreach
AI Appointment Setter for Automotive
Test-drive and service enquiries that arrive after the showroom closes are qualified and booked before the buyer moves on.
Buyers browse cars in the evening and at weekends, when the showroom is closed and enquiries wait until morning. This edition replies to vehicle and service enquiries over chat or email, qualifies each one against your rules, and books test drives and service slots straight into your calendar. Trade-in questions get answered, and follow-ups wait for your approval.
- Test drives and service slots booked outside showroom hours
- Trade-in and vehicle questions answered from your own information
- Every follow-up approved by your team before it is sent
$4,900
20–30 working days
Optional maintenance $249/mo
What it is
AI Appointment Setter for Automotive engages buyers and service customers over chat or email, qualifies them against your rules, and books test drives and service slots into your calendar, with trade-in questions and lead follow-up built in. It reads your dealer management system or CRM before acting. Bookings are logged on each buyer's record.
Why businesses buy it
Car buyers contact several dealers at once, and the one that books the test drive first usually wins the visit. Service customers behave the same way with workshop slots. When enquiries sit overnight, the opportunity often goes to the dealer who replied first. This edition responds immediately, qualifies properly and fills your calendar with real appointments. The written scope covers the channel, the dealer management system or CRM connection and the Automotive workflows before you order, so your dealership knows exactly what will be delivered.
Problems this solves
Buyers enquire after hours and buy from the dealer who answers first
The setter replies on your chosen channel whenever an enquiry arrives. It qualifies the buyer against your rules and books a test drive into your calendar before the showroom reopens.
Service customers struggle to get a slot without phoning
Service requests are qualified and booked into available service slots. The setter reads your dealer management system or CRM first, so returning customers and their vehicles are recognized.
Trade-in questions stall the conversation until a salesperson calls back
Basic trade-in questions are handled from your approved information and noted for the salesperson. The booking still goes ahead, with those details on the buyer's record.
A good fit if
Sales and service enquiries keep arriving in the evening and at weekends, when nobody in the showroom is watching chat or email.
Your team books test drives and service appointments by hand, checking the right salesperson and workshop availability each time.
Buyers ask about trade-ins before they visit, and your answer depends on a documented process your staff already follow.
Leads that went quiet after an enquiry are rarely chased, and you want a consistent next message, approved by a person first.
Not the right fit if
Most enquiries arrive by phone. See AI Voice Receptionist, which answers the line and books appointments.
You want lead qualification, appointment setting, follow-up and phone answering delivered together. See the AI Automotive Dealer Stack bundle, with one combined intake.
Your main gap is reviving leads that went cold weeks ago. See AI Follow-Up Engine.
Buyers mostly message you on WhatsApp. See WhatsApp AI Lead Qualification, or add the WhatsApp Channel add-on, to this build.
How it works
- Your sales playbook, service menu, trade-in process and ten real enquiries are loaded as its knowledge, up to 100 documents, so replies sound like your dealership.
- A buyer or service customer writes in on the one channel in scope, chat or email, and the setter identifies the Automotive workflow: test drive, service booking, trade-in or follow-up.
- Before replying it reads the contact's stage, owner and history in your dealer management system or CRM, so a returning customer is not treated like a stranger.
- Qualification follows your rules, such as model interest, budget and timescale for sales, or the vehicle and work needed for service, before any slot is offered.
- It reads the calendar and books the test drive or service slot inside your buffers, assigning the salesperson or service advisor your routing rules name.
- Follow-up messages to quiet leads wait for a person's approval before they are sent, and 50 automotive test scenarios run before launch.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Admin access to your dealer management system or CRM, plus the calendar that test drives and service slots go into.
- Your qualification criteria for sales and service enquiries, and the routing rules for which salesperson or advisor gets which lead.
- Your sales playbook or sample emails, plus your service menu and trade-in process.
- Ten real enquiries or email threads, mixing sales and service.
- The person who approves follow-up messages and borderline bookings.
- One decision-maker to sign off the rules before the build starts.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified; sales and service rules, routing and approver agreed.
Weeks 1–2
Test-drive, service, trade-in and follow-up flows built from your playbook and sample enquiries.
Week 3
Dealer management system or CRM and calendar connected; availability applied.
Weeks 3–4
50 automotive test scenarios run across sales, service and trade-in enquiries.
Week 4
Your review and two rounds of changes.
Go-live
Live, recorded handoff, 30 days of support.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $4,900 |
| Express | 15–25 working days | $5,750 |
| Rush | 10–20 working days | $6,600 |
What you receive at handover
- The setter configured on one channel and connected to your DMS or CRM and calendar
- An Automotive intent library and workflow templates for test drives, service and trade-ins
- A test report from 50 dealership scenarios
- Admin guide and the recorded handoff session
- 30 days of support after launch
Expected benefits and how to measure them
- Can capture test-drive bookings that would otherwise go to a competitor overnight.
- Makes it easier for service customers to book without calling.
- Test drives booked from online enquiries
- From your DMS or CRM, compare test drives booked against online enquiries for the month before and after launch.
- After-hours enquiries converted
- Count enquiries received outside showroom hours that ended in a booking, before and after launch.
- Service bookings made without a call
- Compare service slots booked through chat or email with phone bookings, for matching months before and after.
Before you start: Record a month of online sales and service enquiries, noting when they arrived and how many became appointments.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build price is one-time. After launch, AI model usage and hosting run at roughly $50 to $250 a month in your own accounts, on top of your dealer management system or CRM plan. Weekend-heavy enquiry volume pushes it toward the upper end.
AI usage during build and testing is billed to your accounts too.
Ask about running costsCustom requirements
Need WhatsApp and email together, telephony connected, or more than six workflows? Add a note at checkout for a written Change Quote; that work begins only after you accept it. Larger or bespoke projects go through the Custom AI request form.
Request a custom versionKeep it running
We recommend monthly maintenance: monitoring, fixes and a monthly allowance of change hours, for things such as new model-launch questions or an updated service menu. It starts after the 30 days of support.
$249/mo (the minimum fee, includes 2 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A dealer chat service charges a monthly fee per rooftop | An automotive marketing agency quotes after discovery | Ours is one fixed price, shown before you buy |
| Out of hours | Often takes a message for the morning | Depends on what was built | Ours qualifies and books there and then |
| Customer history | Rarely sees your dealer system | Depends on the integration scope | Ours reads stage, owner and history before replying |
| Delivery | Quick to switch on, generic in tone | Usually several weeks | Ours has a fixed delivery time shown before you buy, with faster options |
Questions about this product
Can the Automotive setter book both test drives and service appointments?
Yes. Test-drive booking and service booking are both in the Automotive workflow template, each with its own qualifying questions and routing. It reads calendar availability and books inside your buffers, and both kinds of booking are logged against the contact in your dealer management system or CRM.
How does the Automotive setter answer trade-in questions?
From the trade-in process you document at intake, such as what a customer should bring and how an appraisal is arranged. It does not value a vehicle or quote a figure. Where your process says a person must decide, the conversation is held for the staff member you name.
Will it follow up with car buyers who went quiet?
Yes, lead follow-up is part of the Automotive template, but every outbound follow-up waits for a person's approval before it is sent. For a dedicated engine that revives cold leads using past conversation context, see AI Follow-Up Engine, which can sit alongside this build.
Does the setter connect to our dealer management system?
Yes, if your dealer management system offers API access it can be one of the 2 systems with read and write access, alongside your calendar. If it does not, a CRM such as HubSpot can hold the records instead. Confirm the route during intake so the build keeps its date.
How fast can the Automotive setter go live?
The delivery time is fixed and shown next to this page before you order, with express and rush options if a model launch is close. The clock starts from a verified intake, due within 72 hours of ordering. Every day late moves delivery by 3 working days, so arrange system access on the first day.
What does the setter cost a dealership to run each month?
Roughly $50 to $250 a month in your own accounts for AI model usage and hosting, plus your existing dealer management system or CRM plan. Cost follows conversation volume, not bookings made. Monthly maintenance is optional. It covers monitoring, fixes and change hours for things like new model-launch questions or an updated service menu, after post-launch support ends.
Book the test drive before the buyer finds another showroom.
Order AI Appointment Setter for Automotive and after-hours test-drive and service enquiries are booked before the buyer finds another showroom.
Works well with
Outreach
AI Follow-Up Engine
Follows up with leads who went quiet using context from past conversations.
Inbound
AI Voice Receptionist
Answers calls, handles common questions, takes messages and transfers callers.