Service Advisor Intake
Meet Sam, your Service Advisor Intake team member.
Answers service calls and texts and gets customers booked or to the right advisor.
What Sam does
Sam answers service calls and texts, including after hours, and tells callers up front that they're talking with an AI assistant. Early in the conversation, Sam offers to connect the caller with a person. After confirming the customer and vehicle on file, Sam runs a structured intake: symptoms in the customer's own words, warning lights, mileage, and timing. From there, Sam books the appointment or transfers the caller to an advisor with the intake notes attached. Connections to the store's systems are set up with each store, and only with the store's written OK.
How Sam helps the store
Sam helps cover calls that come in while advisors are at the counter or after hours, and passes advisors clean intake notes.
How Sam works with your people
Sam never diagnoses a problem or guesses at a cause or a cost. When a caller wants a person, Sam hands off right away with the notes, so the customer doesn't have to repeat anything. Safety concerns, upset customers, and anything unclear go straight to an advisor.
Meet the service team
Want to see how Sam could fit your service department?