Intake Form | 360autoai

Home
Products
Sales BDC
Service BDC
Hot Leads
Sales BDC
Service BDC
Hot Leads
About
FAQ's
FAQ's
Test Drive!
Playbook
Playbook
Blog
Podcast
Agent for Businesses
Intake Form

DEALER ONBOARDING INTAKE FORM

AI Agent Client Intake Form

Please complete the Client Intake Form to get started with 360autoai powered by ID Privacy. This form has three sections: the company details section, the project scope overview section, and the agent configuration settings section, including key questions about sales and service department configurations. Please complete all three sections for our team to properly begin planning your solution.

Account Details

Company Name:

Website URL:

Company EIN: (Required for Voice and SMS agent Configuration)

Corporate Address: (Provide street address, city, state and zip code)

Primary Contact Person:

Title / Role:

Primary Contact Email:

Primary Phone Number:

Secondary Contact Person / Title:

Secondary Contact Email:

Secondary Contact Phone Number:

OEM Dealer Codes:

Billing Contact Person:

Billing Contact Email:

Client Admin Contact (If different than Owner)

Team Member Details: (Include a Name and Email address for every person that should be granted access. Define the role type needed - Admin, User)

Data and System Integration Details

Primary Client Email:

Workflow(s) Selected*

Inbound Sales Agent

Outbound Sales Agent

Inbound Service agent

Spanish Outbound Sales Agent

Spanish Inbound Sales Agent

Spanish Inbound Service Agent

CoPilot for Website

SocialPro Agent

DMS Name:

DMS Contac:

CRM Provider:

CRM Contact:

Service Scheduler:

Service Contact:

Parts System and Contact:

Inventory System and Contact: (ie. VaaTo/Home Net)

AI Agent Configuration Settings

Agent Name (You pick the name of your agent representative)

Voice Agent Gender: (Male or Female)

Voice Agent Age Range

Voice Agent Accent Preference

AI Agent Training Information

Additional Details: (Provide any additional details, instructions or agent goals here)

360autoai needs the contact information you provide to us to contact you about our products and services. You may unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.

Sales Department Questions

Do you currently have a BDC?

Yes

Do you want the AI to handle both inbound and outbound calls?

Yes

What time periods do you want the agent operating in?

All Hours

After Hours

Overflow

Weekends

What kind of leads do you want the AI agent to handle?

Only Internet Leads

Internet + Phone Leads

Showroom Visit Follow-Up

Human in the Loop Details

Human in the Loop Contact: Please provide a name and phone number for the 'human-in-the-loop' contact best suited for pricing, financing, and rate details.

Hot Lead Text Alert List: Provide the names and cell phone numbers for any team members who need to receive "Hot Lead" text alerts for appointments set or when a customer requests pricing.

Department Numbers for Service Department:

Department Numbers for Parts Department:

Department Numbers for Finance Department:

Department Numbers for Sales Department:

Department Numbers for Warranties & Titles:

Department Numbers for Operations:

Service Department Questions

What time periods do you want the agent operating in?

All Hours

After Hours

Overflow

Weekends

Calendar Restrictions: Are there any calendar restrictions for booking services that we should be aware of? (Example: No AC services booked on Saturdays, etc). List any restrictions below.

Transportation Service Options

Waiter

Drop Off

Shuttle

Valet

Loaner

Rental

Valet & Shuttle Times: (If yes to valet and/or shuttle, please provide designated radius and/or hours of availability.)

Service Department Questions