This is the concierge routing model. Instead of replacing a press-1 IVR, the agent replaces a receptionist who knows every customer by name: it pulls the caller’s record on answer and sends them straight to their rep.
The typical call
What the agent handles
Dealerships see roughly 80 to 150 inbound calls a day, mostly high-value customers who expect to reach the right person. The agent covers:- Recognising a returning customer by their number and greeting them by name.
- Confirming or checking the status of a service appointment.
- Routing the caller to their assigned Sales Executive or Service Advisor.
- Checking a rep’s availability before offering to transfer, rather than dumping the caller in a queue.
- Taking a callback with full context when the rep is busy, for example a trade-in enquiry.
- Answering common questions from the knowledge base: service hours, loan car availability, new vehicle stock.
- Sending an SMS confirmation for a booking or a callback.
Tools it uses
These are the built-in agent tools an automotive agent typically switches on:- Knowledge lookup: answer service hours, loan car availability, and stock questions from the agent’s knowledge base.
- Check availability: read a rep’s calendar before offering to put the caller through.
- Transfer to extension and Transfer call: hand the live call to the caller’s named rep or a department queue.
- Schedule callback: log a follow-up to the caller’s number with the full trade-in or service context attached.
- Send SMS: text a booking or callback confirmation from your number.
- Create lead: capture the enquiry into your connected CRM or dealer management system so nothing is lost.
Example call
Caller: Hi, is my service appointment still on for Thursday? Agent: Let me check for you Craig, one second. [Agent looks up the caller’s record by phone number] Agent: Yes, you are booked in Thursday at 10:30 with Michael for the 30,000 km service on your X5. Anything else? Caller: Can I speak to James about a trade-in? [Agent checks James’s calendar] Agent: He is with a customer until 11. Want me to have him call you back, or I can take some details and pass them on? Caller: Ask him to call me please. Agent: Will do. Rough idea what you are trading, and what you are looking at next? Caller: The X5, thinking about an M3. Agent: Noted. He will call you after 11. [Agent creates a callback with the full trade-in context]
Conversation flow library
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