Web form → AI dialogue → quote → contract
AI is preparing the first reply · missing detail: vehicle class
Once approved, the contract step opens automatically
Request comes in
Web form and social media requests land in a single queue; no request gets lost in email.
AI dialogue
Missing details are filled in through dialogue: dates, vehicle class, pickup point. The context becomes clear without needing an agent.
Quote
A quote is prepared based on availability and terms and sent to the customer on their channel; approvals and revisions stay on record.
Contract + inventory
Approval opens the contract process; document and signature steps are tracked, and vehicle inventory updates on its own.
What the template covers
Request intake
Web form and social media requests land in a single queue; AI sends the first reply and collects availability and date details.
Quote workflows
Quotes are prepared based on vehicle class, duration, and terms; approval and revision steps proceed on record.
Contract management
When a quote is approved, the contract process begins; document status and signature steps are tracked.
Vehicle inventory tracking
Which vehicle is where and when it is available: fleet status sits on the same screen as the request flow.
Agent workflows
Handed-over dialogues, pending quotes, and process steps are lined up in the agent panel.
Actions via copilot
The team gives commands in natural language; customer records, quotes, and reservations are carried out in the system.
Actions, in natural language
Agents don't switch screens or fill in forms. They type a command; the platform carries out the action and logs it.
Every action, on record
- Environment
- Data is kept in an isolated environment dedicated to your company.
- KVKK
- Customer data processing is configured in compliance with KVKK.
- Audit log
- Every action, copilot included, is logged with who-did-what-when detail.
- Access
- Agent and admin roles operate with separate permission sets.
Let's configure it together, around your processes
In the discovery meeting we review your current request channels and fleet processes; together we map out how the template will be adapted to your company.