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DEALER ONBOARDING INTAKE FORM
Dealership Name:
Dealership Address:
Dealership Website:
EIN#:
OEM:
Dealer Code:
Primary Client Contact:
Primary Client Title:
Primary Client Email:
Name:
EMAIL:
Role:
Grant additional access to:
Name:
EMAIL:
Role:
AI AGENT WORKFLOWS:
SALES
SERVICE
AGENT USE CASE SUMMARY:
AI Sales & Service Agents for Inbound and Outbound Voice, SMS and Email
CRM PROVIDER:
CRM CONTACT:
PHONE/EMAIL:
DMS PROVIDER:
DMS CONTACT:
PHONE/EMAIL:
SERVICE SCHEDULER:
CONTACT NAME:
PHONE/EMAIL:
PARTS SYSTEM:
CONTACT NAME:
PHONE/EMAIL:
AI AGENT NAME: (What do you want the name of your Agent to be?)
AGENT GENDER (Male or Female):
AI AGENT COSTS
Fully Agentic, Autonomous Sales & Service Agents 24/7 AI-powered inbound & outbound phone, SMS, and email outreach for service and sales. 2,000 Voice Calls and up to 10,000 outbound SMS messages are included each month
AI SALES AGENT: $2,500/MO.
AI SERVICE AGENT: $2,500/MO.
SMS/EMAIL/COMPLIANT#: $400/MO.
ADD-ONS
Additional Voice Calls (2,000/MO Included) $1.00 per call
CoPilot Website Chat Widget $399 per month
Reputation Mgmt (Google+DealerRater) $198 per month
Dealer DMS/CRM Deep Query Platform $999 per month
COMPLIANCE/PRIVACY (Any required legal disclaimers or compliance guidelines?)
YES
NO
Additional Notes and specific dealership workflow requests:
Submit
Home
Products
Sales BDC
Service BDC
Hot Leads
Receptionist BDC
About
Test Drive!
Playbook
Contact
Blog
Intake Form
Podcast
Agent for Businesses
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