2.0Speed to Close
Messaging Action
Every conversation,
backed by live numbers
Message every customer from one screen and full deal context assistance. Hand the thread to the agent trained for the job or work it yourself.
2.1Messaging Action
Every reply in one view
See replies from third-party leads, active campaigns, service drive
and custom imports in one ranked list, hot threads pinned.
The deal at a glance
See approval odds, equity, payment fit and the customer's service and ownership history beside every conversation.
Live payments in the thread
Match the customer to inventory for exact payments from live bank programs, then send the breakdown without another tool.
Adjust the deal on the fly
Change mileage, condition or a manual buying-power proxy and watch payments re-figure against live programs, taxes and fees.
Word tracks on a keystroke
Type / to drop a saved message into the composer, name, vehicle, trade, equity and payment already filled in.
Assign the right
agent for the task
Pick the agent trained for the job and supervise it as it works. Approve every message or let it send, and step in anytime.
2.2Agent Control
Match the agent to the campaign
Each agent is trained for a job. Sophie nurtures cold prospects while others handle objections, inbound or no-sell check-ins.
Run your agents on your terms
Deploy or disengage agents at the conversation level, set their tone and restrictions, require human approvals or run conversations in full auto.
Control user access scope
Set leadership-approved limits for each team member or agent — including buying power, appraisal ranges and bank rates.
Share the full picture with your CRM
Push transcripts, deal-state data, inventory, new offers and sentiment summaries to your CRM, directly from the conversation.
