Client demo cockpit

Your dealership, open 24/7.

A guided demo showing how On The Lot turns website and marketplace enquiries into qualified SMS conversations, booked test drives and clean sales handoffs.

Start the demo Jump to leads

Live stock awareFinance captureTrade-in captureWarranty guardrailsDealer-only comparisons

Demo statusReady for a dealership walkthrough

Marketplace, lead feed, SMS, calendar, manager controls and brain rules in one contained walkthrough.

Lead FeedQualified enquiries SMS ThreadNatural buyer conversation HandoffWhat the team receives CalendarBooked test drives Staff RulesPermissions and routing ApprovalsManager SMS approvals AI BrainRules and guardrails TraceWhy the AI said it MarketplaceBonus public stock channel

01 / Qualified lead feed

Leads arrive with context, not blank contact cards.

This is the sales manager view: who is hot, what they asked, what the AI captured and where the team should focus.

Live lead feed3 active dealership enquiries

Sarah Mitchell+61 412 555 018 / 2022 BMW M340i xDrive

Asked service history, warranty, repayments and trade-in. Saturday 10:30am confirmed.

91Test drive booked

Daniel Khoury+61 433 210 884 / 2023 Audi RS3 Sedan

Asked whether price is flexible and if the car can be held until finance pre-approval arrives.

84Manager approval

Priya Nair+61 421 008 665 / 2021 Mercedes-Benz C300 AMG Line

Wants a weekday inspection, asked about warranty options and whether a trade-in can be valued on site.

76Awaiting reply

Lead profileSarah Mitchell

Lead score91

High-intent buyer asking service history, warranty, price, finance and booking questions on the same BMW.

BuyerSarah Mitchell

Vehicle2022 BMW M340i xDrive

SourceDealership website enquiry

IntentSaturday test drive, finance estimate, trade-in

Finance$74,990 drive away, 10% deposit, 60 months, 20% balloon

Trade-in2018 Mercedes-Benz C300, 86,000 km, good condition

WarrantyManufacturer warranty expired. Extended warranty option requested.

Service historySecure link sent, buyer marked it as up to date

Next actionConfirmed Saturday 10:30am and notified assigned salesperson

View SMS thread Open booking

02 / Live inbox

Natural SMS conversation, with the useful bits captured.

The buyer gets useful answers straight away. The team gets service history, warranty concern, finance inputs, trade-in details and next action.

SMS brain in actionBMW M340i xDrive / Sarah Mitchell

Booked

Thanks for enquiring on the BMW M340i xDrive at Cavallo Prestige. How can I help today?

7:42pm / Instant reply

Hey, just checking if it is still available and what the service history is like?

7:43pm / Buyer question

Yes, it is still available. No worries on service history, I am sending a secure link now: onthelot.link/bmw340-service

7:43pm / Secure link sent

Thanks. Looks like it is all up to date, which is good. Is there any warranty left on it?

7:46pm / Buyer fear detected

This vehicle is out of manufacturer warranty, however Cavallo Prestige can discuss extended warranty options in person or send through details. I will mark that for the team.

7:46pm / Warranty guardrail

Okay that is fine, we can talk about it if the car suits. Is $74,990 the best price?

7:49pm / Price intent

A salesperson can discuss pricing with you. Before I run indicative repayments, trade-ins can change the numbers quite a bit. Do you have a vehicle you would like Cavallo to appraise?

7:49pm / Trade-in route

Yes, I do. It is a 2018 Mercedes-Benz C300, around 86,000km, in good condition.

7:50pm / Trade-in captured

Great, I have added that for the team. The trade-in value would need to be confirmed in person. For an indicative repayment estimate on the BMW, what deposit, term and balloon would you like me to use?

7:50pm / Finance inputs requested

Use 10% deposit, 5 years and a 20% balloon.

7:51pm / Finance inputs

Based on $74,990 drive away, 10% deposit, 60 months, 20% balloon and an example 7.0% p.a. rate, indicative repayments are about $1,075 per month before any confirmed trade-in value. How does that sound, does it fit within your budget?

7:51pm / Indicative only

Yeah, that is not too bad. I can make that work.

7:54pm / Budget fit

Great. Are there any other questions I can help with, or would you like me to send through a few test-drive times? Is there a day that suits you?

7:54pm / Soft booking push

I do really like it. Are you open this Saturday?

7:55pm / Test-drive intent

Yes, Cavallo Prestige is open this Saturday. We currently have three BMW M340i test-drive times available: 9:00am, 10:30am or 1:30pm. Which works best for you?

7:55pm / Calendar options

10:30am would be perfect.

7:56pm / Time selected

Great, you are booked in for Saturday at 10:30am at Cavallo Prestige. One of our Cavallo specialist sales representatives will be in touch if anything changes. We have also marked your warranty question, trade-in details and finance estimate for the team. If you need to change anything, please call us on 03 9355 5555. Looking forward to seeing you.

7:56pm / Confirmed

Warranty escalation

Daniel Khoury / Audi RS3

Buyer: Can someone confirm the warranty options on this one?

AI: I do not have the full extended-warranty product details in front of me, so I have marked this for a manager to confirm accurately. The team can walk you through the available options before you make a decision.

Escalated with context

Trade-in handled

Priya Nair / Mercedes C300

Buyer: Can I bring my trade-in when I inspect it?

AI: Yes, absolutely. Bring it with you and the team can inspect it while you are here. I have added a trade-in note to your lead so they are ready for it.

Handled by AI

03 / Salesperson notification

When On The Lot has done its job, the team gets the whole story.

The handoff is written for a busy salesperson and manager: dot points, buyer context, next action and links to the exact places they need.

SMS to assigned salesperson and manager

Qualified lead booked for the dealership.

Sarah Mitchell enquired on the 2022 BMW M340i xDrive.
Asked service history, warranty, budget fit, finance and trade-in questions.
Indicative finance: 10% deposit, 60 months, 20% balloon, about $1,075/month at example 7.0% p.a.
Trade-in: 2018 Mercedes-Benz C300, 86,000 km, good condition.
Test drive confirmed: Saturday 10:30am. Vehicle slot protected.
Next action: specialist sales representative to greet Sarah and discuss warranty/trade-in in person.

Lead profile SMS thread Calendar booking

04 / Calendar

Show the booking and the vehicle protection.

It is okay for multiple salespeople to have appointments. The important rule is that the same vehicle cannot be double-booked inside the booking window.

Saturday 20 JulyDealership test-drive calendar

Google Calendar connected

9:00Available

Can be offered by SMS.

10:30Sarah Mitchell / BMW M340i

Confirmed. Vehicle slot protected.

12:00Available

Can be offered by SMS.

1:30Available

Can be offered by SMS.

3:00Daniel Khoury / Audi RS3 pending

Waiting manager approval.

4:30Available

Can be offered by SMS.

Month viewJuly test-drive load

15+ realistic bookings across weekdays and busy Saturdays, with vehicle conflicts protected.

11 test drive

BMW enquiry

Open

32 test drives

Finance leads

41 test drive

Trade-in

54 test drives

Saturday rush

Open

71 test drive

C300

82 test drives

Website leads

Open

102 test drives

RS3 + BMW

111 test drive

Warranty

125 test drives

Saturday demo

Open

141 test drive

Porsche

152 test drives

Follow-ups

161 test drive

Finance

Open

182 test drives

Trade-ins

193 test drives

Saturday

202 test drives

BMW + RS3

Open

221 test drive

Dealer lead

Open

241 test drive

Service history

252 test drives

Approvals

264 test drives

Saturday

Open

281 test drive

Manager review

05 / Staff rules

Managers can control who sees and approves what.

This gives the sales manager confidence that the AI is not just booking randomly. It follows dealership roles, availability, specialisation and manager rules.

PermissionsRole-based access

Owner

Emergency switch, billing, all dealer rules, all leads, all approvals

Sales Manager

Lead routing, approvals, staff calendars, manager takeover, stock notes

Senior Sales

Assigned leads, SMS takeover, bookings, trade-in notes, vehicle facts

Sales Consultant

Assigned leads, customer SMS, booking updates, limited vehicle notes

Finance Manager

Finance-intent leads, repayment summary, handoff notes, no SMS document capture

Lead assignmentDealer rules in plain English

Round-robinActive for general leads

Specialist routingBMW, Mercedes, Audi and Porsche to nominated staff

AvailabilityOnly offer times connected staff can attend

Team capacityDo not overload one salesperson when another is free

Emergency pauseOwner-only switch with disclaimer confirmation

06 / Manager approvals

Important decisions stay with the team.

Approvals can be handled inside the dashboard or by SMS hyperlink, so the manager can approve the next step without logging in.

Manager review required

Test-drive exception

Porsche 911 requested for Saturday without specialist available.

Approve Open thread

Finance manager handoff

Complex finance

Buyer asked about business use, balloon and early payout.

Approve Open thread

Sales manager review

Warranty question

Buyer asked which extended warranty options can be purchased and what they cover.

Approve Open thread

07 / AI brain and dealership rules

Show the clever bits, clearly and safely.

This section answers the questions dealerships ask: warranty, service history, comparisons, finance boundaries and how the AI knows what to escalate.

Warranty Confidence

Vehicle-level toggles cover certified warranty, manufacturer warranty and purchasable warranty. If no vehicle warranty is set, the AI falls back to approved statutory warranty wording and escalates details to the salesperson.

Dealer-Only Comparisons

The AI only compares vehicles inside the dealership stock feed. It will not talk a buyer into an external vehicle or make another dealership look better.

Secure Service History

Staff can upload photos or PDFs of service history. Buyers receive a secure SMS link, and the lead records that service history mattered to the decision.

Finance Guardrails

Finance is an estimate only. The AI never approves a loan, guarantees a rate, recommends credit or collects sensitive finance documents by SMS.

Trade-In Capture

The flow captures make, model, year, kilometres, condition and timing so the salesperson gets a useful valuation starting point.

Escalation Rules

Special pricing, complex warranty questions, finance complexity, complaints, missing facts and manager-review triggers move to the team with context attached.

08 / Inventory source and audit trail

When stock changes, the system shows where it came from.

Useful for trust: if a price, odometer or warranty fact changes, the dealership can see the source and timing in plain English.

WordPress API refreshConnected stock protocol

WordPress feedPrimary source for the dealership live stock.

Refresh rhythmSeveral daytime checks plus overnight reconciliation.

Manual refreshAvailable when a price, photo, status or description changes.

Audit trailShows source, timestamp and before/after values for price, odometer, status and key facts.

Never delete historySold vehicles are marked sold so enquiries, SMS context and reporting remain intact.

Show synced stock

Plain-English trace

Why did the AI say $74,990?

Price answer came from vehicle record CAV-BMW-340. Last changed by the WordPress feed at 8:05am. Previous value $75,990. Current value $74,990 drive away. SMS response used the current approved listing fact.

Source: WordPressField: priceStatus: verified

Open trace docs

09 / Bonus public stock channel

As an added bonus, dealership stock can live here too.

If buyers find On The Lot directly, every listing is still tied to the dealership, the exact vehicle and the same SMS assistant. The marketplace becomes another lead source feeding the same brain.

CAV-BMW-340$74,990

2022 BMW M340i xDrive

41,280 km / Automatic / Petrol / Example dealership

Certified inspectionExtended warranty availableService records uploaded

Enquire via SMS

CAV-MBZ-C300$62,490

2021 Mercedes-Benz C300 AMG Line

52,900 km / Automatic / Petrol / Example dealership

Manufacturer warranty expiredWarranty options availableFinance estimate ready

Enquire via SMS

CAV-AUD-RS3$91,880

2023 Audi RS3 Sedan

18,640 km / Automatic / Petrol / Example dealership

Balance of manufacturer warrantyHot-stock approval rulesManager price review

Enquire via SMS

CAV-POR-911$214,900

2020 Porsche 911 Carrera

27,410 km / Automatic / Petrol / Example dealership

Manager-only bookingSpecialist assignmentService history approved

Enquire via SMS

Rear angle performance car with orange light

Next steps?

Ready for next steps?

On The Lot is ready to connect your website enquiries, stock feed, SMS assistant, calendar rules and manager handoff into one clean sales flow.

Replay demo Jump to handoff