Agentic AI Sales Platform · Dealer Presentation
Meet your store's next top performer.
This is Alan — an agentic AI sales associate you train yourself. He answers every lead in seconds, pursues every customer with purpose, and hands your team deals that are ready to close. Over the next few minutes, we'll show you exactly how.
Automation answers. AI responds. Agentic AI pursues.
Everyone is selling "AI" right now — but most of what dealerships are being pitched is one of three very different things. Only one of them actually works your leads like a salesperson.
Automation
Rules and timers. Drip campaigns, canned autoresponders, "Thanks for your inquiry!" emails.
- Fires on a schedule, whether or not it makes sense
- Can't hear what the customer actually said
- Same message to every lead, every time
- Customers spot it instantly — and ignore it
Generative AI
A brilliant receptionist. Understands questions and gives smart answers — but only when asked.
- Reactive: it waits for the customer to talk
- No goal, no plan, no next move
- When the customer goes quiet, the deal dies
- Answers questions — doesn't sell cars
Agentic AI
A closer with objectives. Alan doesn't just answer — he works every lead toward a defined goal.
- Pursues objectives: engagement → appointment → close
- Takes initiative — follows up without being told
- Uses tools: inventory, financing, scheduling
- Decides the next best action, every message
You train him once. He never makes you start over.
Here's a story every dealer knows by heart — and what it looks like when the cycle finally breaks.
The Hiring Treadmill
You hire a salesperson. Good energy, firm handshake, big promises.
You spend 2–3 weeks training them — how to answer the phone, how to greet a lead, how your store talks, how your process works. Slow. Tedious. Expensive.
They finally get good. They know the scripts. They know the inventory. They sound like your store.
Then they leave. A competitor, a career change, a two-line text on a Sunday night.
Train Once. Compound Forever.
You train Alan the exact same way — your greetings, your process, your voice. You decide how he responds, word for word.
He never forgets a word of it. Every coaching session sticks. Permanently.
He never sleeps, never calls in, never quits. Nights, weekends, holidays — every lead answered in seconds.
He'll always welcome coaching — like any great hire. But every hour you invest builds on the last. You will never start over.
Let Alan cook. Let your team close.
Alan isn't here to replace your salespeople — he's here to hand them warm, engaged customers. The handoff is where most AI tools fall apart, so DealerMind is built around one rule: never break the customer's experience. If Alan is making progress, let him keep making progress. Every lead still gets traditionally processed by your team — but with continuity.
Break the Illusion
The customer says: "I've been working with someone named Alan."
- "Oh, that's just our AI agent."
- "That's a bot — I'm a real person."
- Restarting the conversation from zero
- Asking questions Alan already answered
One sentence like this creates a disconnect between the customer's experience and reality — and the trust Alan built evaporates.
Continue the Relationship
"Hey, my name is Robert — I know you've been corresponding with one of our associates, Alan. I'll be your point of contact here at the dealership when you come in for your test drive. I just wanted to call, introduce myself, and see if there are any questions I can answer for you."
Alan stays a valued associate. Robert becomes the in-store face. The customer feels taken care of by a team — because they are.
Text First. Then Call.
Before the introduction call, the salesperson sends a quick text. Now when the phone rings, the customer's screen says "Maybe: Robert" — not "Spam Likely." Answer rates jump, and the first impression is warm instead of cold.
If Alan's Cooking, Don't Pull the Pan
Momentum is sacred. When Alan has an engaged customer moving toward an appointment, the team's job is continuity — not interruption. Humans step in to add a face and a handshake, never to reset the deal.
Autoresponders reply. Alan pursues.
Most "AI solutions" are really just autoresponders — one clever reply, then silence. Alan runs a real pursuit strategy with ordered objectives, and he only moves to the next one when the previous one is off the table.
Seek & Find Engagement
Without two-way communication, there is no sales workflow — so engagement is always job #1.
Aggressive on days 1–2, then a consistent, even pursuit. Every touch brings new information — financing options, trade-in interest, fresh inventory — never the same ask twice.
Set the In-Person Appointment
"Were you hoping to come by today? What time could we expect you?"
Once the customer is engaged, Alan works toward the highest-value outcome: getting them on your lot.
Sales Manager Phone Call
"Would it work for our Sales Manager to give you a quick call? They can answer anything I can't."
If the in-person visit isn't landing, Alan shifts to a live phone call — keeping a human touchpoint in play.
The pursuit, visualized
Alan reads the room.
Scripts follow rules. Salespeople read situations. Alan does the second — recognizing the moments where pushing the standard play would lose the deal, and adjusting on the fly.
Skips the Credit App
Customer says "I'm paying cash" or "no financing"? Alan never pushes a credit application at them. He pivots straight to the vehicle and the visit — the way a sharp salesperson would.
Finds the Real Buyer
"This is for my dad." Alan stops working the messenger, politely asks for the actual buyer's contact info, and re-aims the conversation at the person who'll sign.
Knows the Clock & Calendar
Alan always knows the time, the date, and your store hours. Customer asks to swing by at 9 PM? He politely educates them on the correct hours and locks in a time that works. Inquiry lands on a Sunday or a holiday? He responds appropriately — and books them for the next available business day.
Knows What He Won't Do
You define hard boundaries — pricing promises, out-of-scope topics, commitments only a manager can make. Alan holds those lines every single time, on every conversation.
Raises His Hand
The moment a conversation needs a human — a complaint, a complex trade, a curveball — Alan alerts the right person with full context, so your team steps in informed, not blind.
You Stay in Control
Approval workflows, live conversation visibility, and fine-tuning from your dashboard. Alan works the leads — you run the store.
Plugged into everything you already use.
Alan isn't a widget bolted onto your website — he's wired into your whole operation. Your leads, your inventory, your vehicle history, your listing pages: connected on day one.
Every Lead. Every Provider. One Brain.
Alan ingests leads from all of your providers and works every one of them — no lead source left behind, no login juggling.
Your Live Inventory, In His Head
Your inventory provider sends Alan the same feed they already send your third-party listing sites — so he always knows what's on the lot, what just arrived, and what sold. Zero extra work for your team.
CarFax on Demand
When a customer asks about a specific vehicle, Alan can provide the CarFax for it — right in the conversation. Instant trust, no waiting on a salesperson to dig it up.
Straight to the VDP
Alan sends customers a direct link to the exact Vehicle Detail Page — photos, specs, and pricing for the specific car they're asking about. No homepage, no searching, no friction.
Every conversation. One command center.
Townhall gives management a live view of every conversation Alan is having — as it happens. Watch the floor like you'd watch the showroom: see who's heating up, spot the deals that need a human touch, and decide exactly when your team steps in.
Know the moment it matters.
Alan watches every conversation for the moments that move metal — and alerts the right people instantly, delivered by email or SMS text message. Every alert is a simple toggle: turn on what you want, silence what you don't.
- Ready to Buy
- Appointment Intent
- Hot Availability Check
- New Lead Received
- Customer Re-engaged
- Cash Buyer Detected
- Customer Upset
- Manager Requested
- PII Overshare
- Bought Elsewhere / Out of Market
- AI Needs Approval
- Approval Overdue
Alan plays nice with your CRM.
DealerMind doesn't replace your systems — it feeds them. Everything Alan touches stays linked to the tools your store already runs on, so nothing lives on an island.
Linked to Your Inventory
Every vehicle in a conversation is linked back to your inventory provider or CRM record — so what Alan is discussing and what your system shows are always the same car.
Linked Back to the CRM
The customer is linked back to your CRM for quick reference. One click from the conversation to the full customer record — history, notes, and all.
Pushed Into Your CRM
When Alan sets an appointment, it's pushed back into the CRM — available for most CRM tools. Your team sees it where they already look, with no double entry.
From signed to live — one guided on-ramp.
Getting a store onto DealerMind is a structured, step-by-step setup — we walk it with you. Here's what gets configured, in order:
Dealer & Contact
Your store's identity and primary point of contact — the foundation everything else builds on.
Providers
Which CRM and inventory feed source your store uses, connected from our provider directories.
Website Links
The exact links Alan sends — trucks, SUVs, or a specific vehicle's page on your site.
CarFax
Report linkage, so Alan can play his "complimentary CarFax" card in conversation.
Inventory Feed
Your live inventory wired in — the same feed your provider already sends listing sites.
Lead Providers & Inbox
Every third-party source you buy leads from, routed into the single inbox Alan works.
Credit & Financing
Which credit application link Alan hands out — and when he's allowed to offer it.
AI & Compliance
Alan's persona and the guardrails he must respect, set to match your store.
A2P Compliance
Everything needed for carrier (A2P 10DLC) texting approval on day one — no blocked messages.
One agent. One flat rate. No surprises.
Simple monthly subscription — no per-lead fees, no per-conversation metering, no long-term contract.
The full DealerMind platform — Alan, Townhall, notifications, and every integration.
Same full platform, exclusive rate for Legato Trust clients — every feature included.
Backed by our 30-Day No-Risk Guarantee — try it free, cancel anytime, pay nothingThirty days on us. Zero risk.
We pre-authorize your credit card — nothing is charged — and you get the full platform for 30 days. Cancel any time in those 30 days and you pay nothing, ever. Stay, and your first subscription payment happens after day 30.
Sign Up
Card pre-authorized. $0 charged. Alan goes to work on your leads.
Full Platform, Free
Every feature, every integration, every notification — a real trial on your real leads.
Your Decision
Keep Alan or walk away. The choice — and the leverage — is entirely yours.
$995 / Month
Month-to-month billing. No long-term contract. Cancel anytime.
You Pay Nothing
The pre-authorization is released and your card is never charged. No fees, no fine print, no hard feelings.
First Payment After Day 30
Your first subscription payment is billed after the 30 days, then $995 each month. Month-to-month — cancel anytime.