1. Test-drive booking & follow-up, end to end
Enquiries land by WhatsApp and missed calls at all hours. Someone has to check which variant is in stock, offer a slot, then remember to follow up — so leads go cold and showroom slots sit empty.
Trigger: WhatsApp / Call (enquiry)
How the workflow runs
- Trigger
Buyer enquires. A WhatsApp or Call trigger starts the flow on any inbound enquiry about a model or a test drive.
- Agent
Qualify the interest. An Agent node captures the model/variant, budget and preferred timing, and confirms the buyer's city/dealership.
- Knowledge
Check live inventory. A Knowledge node grounds the reply in your current stock and demo-car availability — so it never offers a variant you don't have.
- Output
Offer + book a slot. An Output node proposes test-drive slots and confirms the chosen one on WhatsApp.
- Tool (MCP)
Write to the DMS. A Tool (MCP) node records the booking and the lead in your dealer management system — no first-party DMS connector, MCP calls yours.
- Output
Reminder + follow-up. An Output node sends a day-of reminder, then a post-drive follow-up to move the buyer toward a quote.
Channels & connectors
- Voice / Call
- Knowledge base
- Tool (MCP → DMS)
Outcome
Every enquiry is qualified, offered a real in-stock slot, logged, and followed up — without a salesperson tied to the phone.
Why it helps
Speed-to-lead and a booked slot are what convert walk-in intent; doing both instantly beats a callback hours later when the buyer has moved on.
Build spec
1 agent — 1 sales agent handles the conversation; inventory grounding, the DMS write and the reminders are workflow nodes.
System prompt (paste-ready)
You are a dealership sales assistant for {{dealership}}. From the buyer's message, capture the model/variant of interest, their budget band and preferred timing, and confirm their city/dealership. Only offer a test-drive slot for a variant that Knowledge confirms is in stock or has a demo car available — never promise a variant you can't confirm. Work in the buyer's language. Reply warmly and briefly. Once the buyer picks a slot, hand off to the booking step; do not claim the booking is confirmed until it is written to the DMS.MCP connectors
- Dealer management system (DMS) — via a Tool (MCP) node (no first-party connector)
- WhatsApp — send channel
Built-in tools
- knowledge_search (live inventory + demo-car availability)
Guardrails
- Grounded-only: slots are offered only for variants Knowledge confirms in stock — never an unavailable model
- The booking is not treated as confirmed until the Tool node has written it to the DMS
- Scope-locked to the enquiring buyer and their chosen dealership — the agent can't read or book other stores
Output & delivery
The agent proposes real in-stock slots → the buyer confirms one on WhatsApp → a Tool node records the booking + lead in the DMS via MCP → Output nodes send a day-of reminder and a post-drive follow-up toward a quote.