Dealer playbook
AI first reply: the first 30 days
- Before go-live. Connect the CRM, set store hours, name the person who takes hand-offs, and approve the reply templates in English and French.
- Week 1. The BDC lead reads every AI reply the same day and flags anything wrong in the review queue.
- Weeks 2 to 4. Review ten replies a week. Check four numbers every Monday: leads answered in 15 minutes, appointments set, minutes to a human hand-off, opt-outs.
- Day 30. Call with the AI Strategy team. Keep, adjust or switch off.