Chat and lead capture

Help shoppers reach the right dealership team with useful context intact.

Showroom InSite supports dealer-approved chat, forms, phone, vehicle, trade, test-drive, service, parts, and general-contact pathways with a direct human route.

Lead delivery

Carry customer intent and context into a verified dealership handoff.

A chat or form is useful only when the customer’s request reaches the right team with enough context to act.

  1. Capture

    Stated purpose, minimal contact details, consent, vehicle or department, and source page.

  2. Add context

    Conversation summary, campaign, rooftop, timestamp, and the requested next step.

  3. Route

    Approved destination, supported transport, dealership owner, and fallback path.

  4. Confirm

    Acknowledgement, duplicate control, bounded retry, failure alert, and human follow-up.

We test the destination, acknowledgement, retry, and fallback path before launch.

Useful conversations

Keep automated assistance inside approved dealership information.

The chatbot can help with common questions, inventory discovery, department routing, and next steps while identifying itself as automated and escalating uncertainty.

  • Dealer-approved answers for hours, directions, departments, policies, and inventory context
  • Answers limited to current dealer-approved availability, pricing, terms, warranties, and policies
  • A direct form, phone, or human-contact path when automation is unavailable or insufficient

Purpose-specific capture

Ask only for information needed for the stated action.

A live pathway has a defined purpose, fields, validation, labels, notices, consent behavior, destination, confirmation state, and follow-up owner.

  • Clear labels, accessible errors, and useful confirmation states
  • Minimal fields for the requested dealership purpose
  • Phone and email follow-up language aligned with actual behavior

Context and routing

Send the dealership enough information to act.

Available shopper intent, vehicle or department, source page, campaign, timestamp, consent, and conversation context should travel with the inquiry to the approved workflow.

  • Named rooftop, department, team, and fallback owner
  • Verified destination and supported transport
  • Acknowledgement, duplicate control, retry, failure alert, and fallback behavior

Governance

Make privacy and operating ownership visible.

Access, retention, deletion, export, vendor, consent, transcript, and data-ownership rules are defined for the dealership’s actual configuration.

  • Human review and escalation rules
  • Approved access and retention boundaries
  • System-specific CRM or DMS routing, response ownership, and delivery timing

Trace one real shopper pathway from question to dealership follow-up.

We’ll review your current website, search visibility, inventory experience, promotions, lead pathways, and dealer-system workflow.

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