Orkivanta
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Automotive & mobility

Every enquiry answered. Every service-due vehicle called.

A dealership runs two funnels at once — the floor and the workshop — and both drown in the same repetitive contact. One bounded loop carries it, and price, warranty and safety stay with your people.

Book a demoSee the six agents

Incoming event

  • Enquiry on web or aggregator
  • Missed call
  • Service falls due

Orkivanta agent

AI Voice Dialer

  • Respond
  • Qualify
  • Book

Connected system

CRM · workshop calendar

Intent scored · booking logged

Human owner

Salesperson / service advisor

Decides price, warranty & safety

  • Incoming event
  • Orkivanta agent
  • Connected system
  • Completed update
  • Human owner

One bounded loop in Automotive & Mobility, drawn as an example to tune to your own process — not a published client result.

A day in the operation

Four or five moments, one bounded loop.

Leads answered too lateLeads reach sales unqualifiedTest drives don't get bookedService reminders get ignoredUnhappy service customers leave quietly

  1. 01 · Enquire

    Respond instantly

    Call a vehicle enquiry back within minutes while the customer is still looking, and capture what a salesperson needs.

  2. 02 · Qualify

    Capture budget & intent

    Confirm model preference, budget band, financing need and timeline, score intent, and pass only ready buyers on.

  3. 03 · Test drive

    Book & remind

    Offer available slots, book into the calendar, and send confirmations and reminders to cut no-shows.

  4. 04 · Service

    Reminder to booking

    Turn a service-due flag into a conversation and book it against your workshop calendar.

  5. 05 · Retain

    Feedback & recovery

    Call for post-service feedback, capture sentiment, and flag a complaint as a recovery case for a person.

Six agents for Automotive

What each one would be configured to do here.

The same six agents we ship, read against this industry. Each panel is an example fit to tune to your process — including the ones where the honest answer is that this is not the workflow to automate first.

  • AI Voice Dialer

    Responds, qualifies and books

    Example fitQualify a new vehicle lead on budget, model and timeline, then book the test drive

    Works on CRM · dealer system · workshop calendar

    The sales floor takes the qualified, context-rich lead

    No price, no discount, no warranty or safety call

    Detail

    It confirms model preference, budget band, financing need and timeline, scores intent, and books into your calendar. Everything that carries price, warranty or safety belongs to a salesperson.

    Wrong for If your product needs a human to build trust over several long conversations — a big enterprise sale, a clinical consultation — the agent should qualify and hand off, not close. Point it at volume, not at the relationship.

    See AI Voice Dialer

  • AI Marketing Agent

    Drafts, schedules and reports

    Example fitAn approved calendar for a vehicle-launch campaign or a service-reminder push

    Works on Content calendar · traffic and ranking data

    Your marketing owner holds the review gate

    Nothing publishes without an approval you control

    Detail

    It drafts, schedules and reports against positioning you have decided. No offer, price or specification reaches a customer without a person approving the wording first.

    Wrong for This is a marketing engine, not a brand strategist. If you have a capable CMO already, it makes them faster — it does not replace their judgement. And it will not invent a positioning you have not decided.

    See AI Marketing Agent

  • AI Meeting Notes Agent

    Captures decisions, closes the loop

    Example fitSalesperson and dealer meeting notes, action items with an owner, and the CRM follow-up

    Works on CRM · email draft

    The sales manager approves the follow-up before it sends

    Not in a conversation that forbids recording

    Detail

    The routine dealer, review and pipeline calls are where the follow-up goes missing, and that is the work it closes. Nothing leaves the building without a person saying yes.

    Wrong for If your meetings are confidential in a way that forbids recording — some legal, medical, or HR conversations — do not put an agent in the room. It earns its keep on the routine calls that create follow-up nobody has time to do.

    See AI Meeting Notes Agent

  • AI Data Entry Agent

    Does the work between the work

    Example fitMove an approved lead or service status between the systems you already run, and route the follow-up

    Works on CRM · dealer system · spreadsheets · email · internal APIs

    Sales or service admin owns every exception it raises

    Makes no decision of its own; edge cases escalate

    Detail

    It re-keys a status a person already approved and chases the operational follow-up nobody was hired for. Every action is audit-logged and the genuine edge cases arrive with full context.

    Wrong for If the task changes shape every single time and has no repeatable pattern, an agent has nothing to learn — a person is cheaper. This pays off on the work that is dull precisely because it repeats.

    See AI Data Entry Agent

  • AI Data Analyst

    Answers questions of your data

    Example fitAsk where the lead and service pipeline is stalling, and read the query behind the answer

    Works on Your warehouse, read-only

    Dealer principal or operations reads the working

    Changes no price, process, or supplier

    Detail

    It groups where leads dropped or service issues recurred and shows the records and the exact query behind each cluster. What you do about it is yours to decide.

    Wrong for Trust here depends on clean data. If your source tables contradict each other and nobody owns the definitions, the agent will answer faithfully from a mess. Fix the warehouse first, or scope the work to the tables you trust.

    See AI Data Analyst

  • AI Resume Screener

    Ranks resumes with reasons

    Example fitShortlist service-advisor and sales-role applications, with a written reason for each ranking

    Works on Your applicant records

    A recruiter reviews the shortlist and every reason

    Never auto-hires and never silently rejects

    Detail

    Every application is read against the role spec you write, ranked, and handed over with the reasoning attached. A person decides who is hired.

    Wrong for It shortlists; it does not hire. Screening is where bias and legal exposure live, so the final call — and the accountability for it — stays with a person. If you want a tool that auto-rejects to zero human involvement, we will not build it.

    See AI Resume Screener

Where the boundary sits

Human decides here.

Orkivanta agent

The agent prepares the work

  • Respond to the enquiry
  • Capture model, budget and timeline
  • Qualify and score intent
  • Book the test drive or the service
  • Send confirmations and reminders
  • Update your systems and route to the right person

Human owner

Decisions that stay with your sales floor and service advisors

  • Final pricing and negotiation
  • Exceptional discounts
  • Financing terms
  • Warranty decisions
  • Any safety judgement
  • Commitments outside your approved rules

The loop stops and routes the full context to sales floor / service advisor the moment it reaches pricing, discounts, warranty & safety calls.

What changes operationally

What stops depending on somebody remembering.

  • Visibility

    Every action is logged with the reason behind it, so a supervisor can read back what happened and why rather than take an outcome on faith.

  • Less repetitive follow-up

    The callback, the missing document, the reminder — the contact that only works if it happens every time stops depending on somebody remembering.

  • Clear human ownership

    The sensitive decision has a named owner before anything runs, and the agent stops and hands over the full context instead of pressing on.

The detail, in full

Everything above, spelled out.

Open any of these for the long form — the worked examples, the comparison, an estimate of what the work costs today, and the exact wording of what a person keeps.

Every example configuration, stage by stage

Enquire

Respond instantly

Instant lead response

AI Voice Dialer
  1. Trigger

    Enquiry on web, aggregator, or a missed call

  2. Agent action
    • Call back within minutes
    • Confirm the enquiry
    • Capture what a salesperson needs
  3. Systems & record

    CRM · calendar

    Action logged with its reason
  4. Human owner

    Sales floor

    Owns what happens next

Stops here — No price, no discount, no vehicle representation

The full configuration, in words
Trigger
A customer submits a vehicle enquiry on the website, an aggregator, or a missed call.
Agent action
The Calling Agent calls back within minutes while the customer is still looking, confirms the enquiry, and captures the details a salesperson needs.
Human owner
Sales floor — takes the qualified, context-rich lead.
Honest limit
It responds and captures; it does not quote a price, promise a discount, or make a representation about a vehicle. Those belong to a salesperson.
See the AI Voice Dialer

Qualify

Capture budget & intent

Lead qualification

AI Voice Dialer
  1. Trigger

    A lead needs qualifying before it reaches the floor

  2. Agent action
    • Confirm model, budget and financing need
    • Capture purchase timeline
    • Score intent
  3. Systems & record

    CRM · calendar

    Action logged with its reason
  4. Human owner

    Sales lead

    Owns what happens next

Stops here — Does not negotiate; reports a dead list instead of burning calls

The full configuration, in words
Trigger
A lead needs qualifying before it reaches the floor.
Agent action
The Calling Agent confirms model preference, budget band, financing need, and purchase timeline, scores intent, and passes only ready buyers on.
Human owner
Sales lead.
Honest limit
It filters and scores; it will not negotiate or work a genuinely cold list forever. When a list is mostly dead, it tells you rather than burning calls.
See the AI Voice Dialer

Test drive

Book & remind

Test-drive scheduling

AI Voice Dialer
  1. Trigger

    A qualified buyer wants to book a test drive

  2. Agent action
    • Offer available slots
    • Book into the calendar
    • Send confirmations and reminders
  3. Systems & record

    CRM · calendar

    Action logged with its reason
  4. Human owner

    Sales coordinator

    Owns what happens next

Stops here — Vehicle handling, insurance and safety checks stay with your team

The full configuration, in words
Trigger
A qualified buyer wants to book a test drive.
Agent action
The Calling Agent offers available slots, books into the calendar, sends confirmations and reminders to cut no-shows, and follows up afterward.
Human owner
Sales coordinator.
Honest limit
Scheduling only. Vehicle handling, insurance, and safety checks for the drive stay with your team.
See the AI Voice Dialer

Service

Reminder to booking

Service-reminder booking

AI Voice Dialer
  1. Trigger

    A vehicle falls due for service in your system

  2. Agent action
    • Offer a weekend that suits
    • Book against the workshop calendar
    • Confirm the appointment
  3. Systems & record

    CRM · calendar

    Action logged with its reason
  4. Human owner

    Service advisor

    Owns what happens next

Stops here — No fault diagnosis, no repair quote, no warranty commitment

The full configuration, in words
Trigger
A vehicle is due for service in your system.
Agent action
The Calling Agent has an actual conversation — offers to check appointments for a weekend that suits — books the service against your workshop calendar, and confirms it, instead of sending a flat reminder.
Human owner
Service advisor.
Honest limit
It books against your workshop calendar; it does not diagnose a fault, quote a repair, or commit to warranty coverage.
See the AI Voice Dialer

Retain

Feedback & recovery

Post-service feedback & recovery

AI Voice Dialer
  1. Trigger

    A service is completed

  2. Agent action
    • Call for feedback
    • Capture sentiment
    • Flag a complaint as a recovery case
  3. Systems & record

    CRM · calendar

    Action logged with its reason
  4. Human owner

    Service manager

    Owns what happens next

Stops here — Does not resolve a complaint, offer compensation, or decide warranty

The full configuration, in words
Trigger
A service is completed.
Agent action
The Calling Agent calls for feedback, captures sentiment, and flags a complaint — 'the same problem is still there' — as a service-recovery case routed to a person.
Human owner
Service manager.
Honest limit
It captures and escalates; it does not resolve a complaint, offer compensation, or make a warranty decision.
See the AI Voice Dialer

Across the lifecycle

Measured, not decided

Lead & service analytics

AI Data Analyst
  1. Trigger

    A period of sales and service conversations closes

  2. Agent action
    • Group where leads dropped
    • Show the records behind each cluster
  3. Systems & record

    Your warehouse, read-only

    Action logged with its reason
  4. Human owner

    Dealer principal / operations

    Owns what happens next

Stops here — Does not change a process, a price, or a supplier on its own

The full configuration, in words
Trigger
A period of sales and service conversations closes.
Agent action
The Data Analysis Agent groups where leads dropped or service issues recurred and shows the records behind each cluster.
Human owner
Dealer principal / operations.
Honest limit
It surfaces patterns; it does not change a process, a price, or a supplier on its own.
See the AI Data Analyst
  • Incoming event
  • Orkivanta agent
  • Connected system
  • Human owner
  • Where the agent stops
Before, and with Orkivanta

Before

Manual, fragmented — every step waits for a person to get to it.

Before: Website lead, then Salesperson calls hours later, then Unqualified name & number, then Test drive not booked, then Bought elsewhere, then Service reminder ignored. The gaps between those steps: Hours pass; Budget and timeline never asked; The floor is busy; The customer buys from whoever called back first; A flat reminder gets nothing back.

With Orkivanta

One connected route, ending on a named person.

With Orkivanta: Website lead, then Agent callback in minutes, then Budget, model & timeline captured, then Test drive booked & reminded, then Qualified lead to salesperson, then Service reminder becomes a booking, then your sales floor and service advisors owns the decision.

Illustrative workflow, not a customer result. Actual outcomes depend on your process, the system access you grant, and execution.

Plan a workflow estimate

A repetitive-work cost estimate from your own numbers — the same transparent arithmetic as the full calculator, not an ROI and not a saving. The defaults are placeholders; replace them with yours.

Estimate this Automotive workflow
Monthly repeatable-work cost

₹14,548.80

Annual repeatable-work cost
₹174,585.60
Repeatable hours / month
41.568 hrs

Planning estimate from your inputs — not a quote or expected saving.

Run full calculatorCheck workflow fit
See the Calling Agent

What to baseline first

Candidates to scope against on your own systems — not promised uplift.

  • Lead response time
    BaselineTarget you set
  • Qualified-lead ratio
    BaselineTarget you set
  • Test-drive booking and show rate
    BaselineTarget you set
  • Service-reminder-to-booking conversion
    BaselineTarget you set
  • Service retention and no-shows
    BaselineTarget you set
  • Customer satisfaction (buyer-measured)
    BaselineTarget you set
You stay in control, and when not to automate this

You set what the agent qualifies on and what it is allowed to say — which is deliberately little. It confirms budget, model, and timeline, books drives and services, and captures feedback; it does not quote a price, promise a discount, commit to warranty coverage, or make a safety call. Those representations carry weight, so they stay with a trained person every time.

Every call is scored and logged, contact frequency is capped, and quiet hours are respected. A cold list is reported back rather than dialled endlessly, and a hard kill-switch stops every line at once. The agent exists to make sure no enquiry or service-due vehicle is dropped — not to harass a database.

When not to automate this

Pricing, negotiation, financing terms, warranty decisions, and any safety judgement stay with your people. These agents handle the volume — first response, qualification, scheduling, and service-reminder booking — and hand over the moment a conversation turns on price, a warranty call, or a safety issue. An agent that tried to negotiate or promise coverage would cost you the exact trust the sale runs on.

Next step

See it on your workflow.

Tell us which workflow you would point an agent at and roughly how much of it there is. We will come back on whether it is a fit — including when the answer is that you should not build it.

  • A demo is a working walkthrough on a scenario like yours, not a deck.
  • A free POC is scoped to one workflow so you can watch it run first — request one and we will agree what it covers.
  • Prefer to check yourself first? The readiness test scores your workflow in six questions and asks for no email.
What would you like?

A working walkthrough against a scenario like yours — not a deck.

This sends a request; it does not book a slot or start a POC. We read every message and reply ourselves.