Automotive & repair
Capture service needs clearly before the vehicle arrives.
Auto repair shops demo
Hear the conversation. Watch the customer record take shape.
Can I request a routine service appointment for a compact hatchback on Monday?
- Phone
- —
- Contact permission
- Not yet confirmed
- Customer request
- Waiting for the conversation
- Drop-off preference
- —
Created after the request is captured
To Contact & permission required
The update is prepared after the conversation.
Illustrative workflow
The answer is only the beginning.
The question, useful details, and next action stay together. Your team confirms the commitments.
Customer
My brake warning light is on. When can someone inspect it?
- AI phone
- Website chat
Property, rental & mobility
Capture service needs clearly before the vehicle arrives.
A driver describes a warning light and asks when the workshop can inspect the vehicle.
Saleringo
I can collect the location, reported issue, and preferred visit window. The team will review the request before confirming availability or a quote.
Create an inspection request without promising a diagnosis.
Never diagnoses a fault, declares a vehicle safe, or confirms repair cost.
Inspection request
- Driver contact
- Sam Patel
- Vehicle details
- 2022 compact SUV
- Reported issue
- Brake warning light
- Preferred visit
- Tomorrow morning
Sample details for this example. No customer record is created.
Assigned team
Service adviser
Awaiting staff reviewFlag safety-sensitive questions and send the job details to a technician.
A prepared request is not a confirmed booking, price, or decision.
Assigned team
Service adviser
Flag safety-sensitive questions and send the job details to a technician.
After approval
Confirm the visit and request any missing vehicle information.
A prepared request is not a confirmed booking, price, or decision.
- Collect vehicle and symptom details
- Prepare an inspection request
- Request missing registration information
Conversation and work details
Conversation history
- First question answered
The request and preferred contact were captured in one customer record.
First contact - Business details added
Create an inspection request without promising a diagnosis.
Same journey - Follow-up preference confirmed
Confirm the visit and request any missing vehicle information.
Latest update - Inspection request prepared
Flag safety-sensitive questions and send the job details to a technician.
Now
Next actions
- Create an inspection request without promising a diagnosis.
Saleringo · Prepared now
- Flag safety-sensitive questions and send the job details to a technician.
Service adviser · Next review
- Confirm the visit and request any missing vehicle information.
Saleringo · After approval
- Keep the result on the same customer history
Service adviser · At completion
Prepared in CRM
- Driver contact
- Sam PatelSource: Phone
- Vehicle details
- 2022 compact SUVSource: Phone
- Reported issue
- Brake warning lightSource: Web chat
- Preferred visit
- Tomorrow morningSource: Web chat
- Business detail
- Inspection requestSource: Messenger
- Contact preference
- AI phoneSource: Messenger
Approval controls
- Approved answers
Answer only from business-approved information.
- Commitments
A person approves availability, price, or other commitments.
- Sensitive questions
Stop automation and send the full context to authorized staff.
- Customer access
Only assigned service adviser roles can open contact details.
Customer follow-up
We have your inspection request. Service adviser has the details and will confirm the next step in this conversation.
Sends only after service adviser confirms the next step.See the workflow for your team.
Use this example as a starting point, then confirm the real questions, fields, approvals, and connected systems for your business.