The conversation
Can I test-drive the electric SUV this Saturday?
VIKRAM
Which dealership works for you? I’ll check the vehicle and appointment availability.
Conversation → structured context
Hire Vikram.
From vehicle interest to a booked test drive.
Vikram is UnleashX’s BDC Representative. Vikram autonomously answers approved vehicle questions, checks dealership and vehicle availability, books test drives, updates your CRM and sends appointment reminders. Routine actions run within your configured knowledge, permissions and business rules; exceptions and decisions outside that authority go to your team with context.
Autonomous execution within your rules. Human handoff when required, not at every step.
100+ system integrations · SOC 2 and ISO 27001 · Information security standards
VIKRAM AT WORK
From vehicle interest to a confirmed test drive.
Vikram autonomously answers approved vehicle questions, checks dealership and vehicle availability, books test drives, updates your CRM and sends appointment reminders. Switch to an exception to see when, and why, your team steps in.
CUSTOMER REQUEST
Vikram
Capture vehicle and dealership preferences
Autonomous · within your rules
Dealer CRM + calendar
People join only when needed
Test-drive booking
- Vehicle · electric SUV
- Location · customer selected
- Preference · Saturday
SYSTEM ACTION
Capture vehicle and dealership preferences
Awaiting workflow steps
Step 1 of 4 · Qualify
Example sequence only. Channels, integrations and permitted actions are configured and validated for your deployment.
SELF-SERVICE SETUP
You configure Vikram.
Vikram gets to work.
Sign up and make this pre-built role your own. Prepare your approved knowledge, business rules, system access and escalation owner before launch.
ROLE CONFIGURATION
Define the job
YOUR ROLE BRIEF
- Starts with
- An eligible test-drive enquiry
- Works toward
- A confirmed appointment with the correct dealership and vehicle context
- First responsibility
- Understand the request
- Human authority
- Unverified stock, financing commitments and sales negotiation
A defined scope for Vikram to work within.
Sign up
Create your account, then configure your employee in UnleashX. This preview does not save settings or connect systems.
THE JOB TO BE DONE
A clear responsibility.
A verifiable outcome.
Hire Vikram to own the routine work, not just recommend the next step. Vikram answers approved vehicle questions, checks dealership and vehicle availability, books test drives, updates your CRM and sends appointment reminders, without step-by-step supervision. Your team sets the rules and handles unverified stock, financing commitments and sales negotiation.
Role ownership: Ananya owns service visits; dealership sellers own negotiated offers.
Work Vikram executes autonomously
- Understand the request
- Answer approved vehicle questions
- Check real availability
- Confirm the booking
- Coordinate reminders and changes
Your team handles the exceptions
Unverified stock, financing commitments and sales negotiation stay with authorized people in the scope described here.
- Use approved knowledge instead of guessing an answer.
- Separate customer intent from a confirmed system result.
- Assign unresolved work to a named team.
- Test policy changes before expanding responsibility.
Define Vikram’s knowledge, system permissions and business rules before launch. Vikram executes within that scope autonomously. The examples illustrate the workflow; they are not measured customer results.
FROM REQUEST TO RECORDED RESULT
How Vikram executes the work.
Starting with an eligible test-drive enquiry, Vikram runs these steps autonomously within your configured permissions and business rules. Routine work does not wait for manual approval. Exceptions and unverified outcomes follow the agreed recovery or human-handoff path.
- 01
Understand the request
Capture the preferred vehicle, location and timing.
- Information needed
- Customer enquiry and approved model information.
- What moves forward
- A correctly routed dealership request.
- 02
Answer approved vehicle questions
Use current dealership knowledge and separate general specifications from confirmed local availability.
- Information needed
- Product information and branch-specific records.
- What moves forward
- A supported answer or a sales-team follow-up.
- 03
Check real availability
Review the relevant branch, demonstration vehicle and scheduling requirements.
- Information needed
- Approved inventory and appointment slots.
- What moves forward
- An available option that matches the request.
- 04
Confirm the booking
Verify the appointment write and explain only the approved visit requirements.
- Information needed
- Selected slot, contact details and dealership owner.
- What moves forward
- A recorded appointment with accurate location and time.
- 05
Coordinate reminders and changes
Refresh the booking before reminders and handle cancellations or rescheduling through the approved process.
- Information needed
- Current appointment state and customer preference.
- What moves forward
- A current booking or explicitly cancelled or reassigned request.
HUMAN HANDOFF
When an exception needs a person, send the full context.
A handoff should explain the request, completed steps and unresolved decision. Do not make customers repeat information already captured, or leave a failed operation without an owner.
- Customer and source-record references
- The customer’s stated request or concern
- Completed actions and verified results
- Unresolved questions and exception reason
- Relevant knowledge or policy version
- Assigned team and the next decision needed
DESIGN THE DIFFICULT CASES
Exceptions need a path, not a success message.
Use these role-specific cases when reviewing the workflow with business and technical owners. The expected behavior must be agreed before a pilot, not inferred after something fails.
Vehicle is unavailable at the branch
Offer only confirmed alternatives or route to the dealership.
Review: Vehicle and location record.Two customers select the same slot
Recheck availability and do not confirm a failed booking.
Review: Final appointment state.Customer asks for guaranteed financing
Route to an authorized adviser without a financing promise.
Review: Recorded question and sales owner.SYSTEMS & PERMISSIONS
Connect the work to the source of truth.
Agree the exact records, fields and operations needed for Vikram’s role. Reading context and changing a record are different permissions. The categories below are the requirements map for this role. Scoping confirms the exact reads and writes against your systems.
| System category | Workflow use | Review before connecting |
|---|---|---|
| Dealer management / CRM | Read enquiry and dealership ownership. | Branch matching and contact permissions. |
| Demonstration fleet / scheduling | Check vehicle and slot availability. | Freshness, concurrent booking and cancellation rules. |
| Notifications | Send approved confirmations and reminders. | Current appointment status and stop rules. |
Bring system names, versions, API documentation and test-environment access. Review identity matching, retention, network boundaries, credential ownership and how an ambiguous write is reconciled.
Explore integration requirementsPILOT EVIDENCE
Measure the result.
Inspect the failures.
Choose an eligible cohort and record the current baseline. Keep successful conversations, verified outcomes and unresolved exceptions separate. Define a review sample that includes normal cases as well as failed tools and difficult customer requests.
Booking accuracy
Appointments matching the customer’s vehicle, branch and time.
Reminder relevance
Messages sent only for current bookings.
Handoff completeness
Dealership teams receiving customer interest and unanswered questions.
| Test case | Expected behavior | Evidence to inspect |
|---|---|---|
| Vehicle is unavailable at the branch | Offer only confirmed alternatives or route to the dealership. | Vehicle and location record. |
| Two customers select the same slot | Recheck availability and do not confirm a failed booking. | Final appointment state. |
| Customer asks for guaranteed financing | Route to an authorized adviser without a financing promise. | Recorded question and sales owner. |
Agree thresholds before testing, then measure verified outcomes, action accuracy and time saved against your baseline.
Review the evaluation approachIMPLEMENTATION GATES
Prepare the workflow before production.
Pre-built means the role is a starting point. It runs alongside knowledge review, integration mapping and your organization’s release decision.
Scope
Define eligible cases around this trigger: an eligible test-drive enquiry. Agree what counts as a confirmed appointment with the correct dealership and vehicle context and which requests are excluded.
Output: approved role brief and named business owner.Connect
Map required fields and approved knowledge to the systems listed above. Separate read permissions from writes, test identity matching and document failure recovery.
Output: reviewed access and data-flow map.Evaluate
Exercise the normal journey and the exception cases on this page. Inspect responses, system actions and final records together, with a reviewer for unresolved results.
Output: acceptance record and documented open issues.Release
Start with limited traffic, monitoring ownership and stop conditions. Review the first outcomes before expanding scope; keep a way to pause work and return it to people.
Output: rollout, support and recovery plan.Estimate the timeline from actual dependencies. Confirm privacy, contact requirements and decision authority with the relevant internal owners. Deployment design is not a substitute for their review.
BUYER GUIDANCE
Choose the right level of responsibility.
Hire Vikram to own the routine work, not just recommend the next step. Vikram answers approved vehicle questions, checks dealership and vehicle availability, books test drives, updates your CRM and sends appointment reminders, without step-by-step supervision. Your team sets the rules and handles unverified stock, financing commitments and sales negotiation.
Use simpler automation when…
The input is structured, the action is fixed and there is no ambiguity to clarify. A form, notification or rule-based workflow can be the appropriate tool. Do not add a conversational role solely to perform a deterministic system update.
Consider Vikram when…
You want routine work executed end to end, without supervising each action. Keep the outcome explicit: a confirmed appointment with the correct dealership and vehicle context. Validate that the configured role can meet that outcome under your constraints.
Keep a human in charge when…
The case requires unverified stock, financing commitments and sales negotiation. The AI employee can prepare information and route the request without assuming decision authority.
Build a custom workforce when…
The job spans several distinct responsibilities or the pre-built brief does not fit. Define separate roles only where the coordination adds value, and give each handoff a clear owner.
Explore the custom pathBUYER & IMPLEMENTATION QUESTIONS
What to know before hiring Vikram.
Does Vikram need human approval at every step?
No. Once knowledge, system access and business rules are configured, Vikram autonomously answers approved vehicle questions, checks dealership and vehicle availability, books test drives, updates your CRM and sends appointment reminders. Human handoff is required for unverified stock, financing commitments and sales negotiation, or an unresolved case outside the configured rules. The handoff includes the request, completed actions and the decision needed.
Can Vikram guarantee a specific vehicle?
Only confirm availability supported by the dealership’s approved source. If inventory is uncertain, route the request instead of promising a model or variant.
How are rescheduled appointments handled?
Define how the old event is cancelled, the new slot is confirmed and reminders are refreshed. Verify both states to avoid duplicate bookings.
Does a booking mean the customer attended?
No. Keep booked, confirmed and attended outcomes separate, using the dealership’s attendance record when evaluating results.
What does Vikram do?
Vikram autonomously answers approved vehicle questions, checks dealership and vehicle availability, books test drives, updates your CRM and sends appointment reminders. Routine actions run within your configured knowledge, permissions and business rules; exceptions and decisions outside that authority go to your team with context. The workflow starts with an eligible test-drive enquiry and is designed around this outcome: a confirmed appointment with the correct dealership and vehicle context. Agree the actual configuration and supported actions before release.
Can I set up Vikram myself?
Yes. Sign up for UnleashX and configure Vikram yourself. Prepare your approved knowledge, business rules, system access and exception owners. Test the configured workflow before using live traffic; supported connections and actions depend on your setup.
Can we customize Vikram for our business?
Use the role as a starting brief. Define your knowledge sources, required fields, permitted actions and escalation paths. Keep unverified stock, financing commitments and sales negotiation outside automatic authority unless a separately reviewed workflow explicitly defines the relevant permissions.
Are the listed integrations available out of the box?
Connector availability depends on your systems and required operations. Confirm your vendors, versions, API operations and network requirements with the integration team. Document read and write access separately and test system failures before production.
How long will deployment take?
Estimate the schedule after reviewing scope, data readiness, integration access and approval requirements. Agree milestone owners and dependencies. Configuration, security review and evaluation are part of every deployment.
What happens when a system fails?
Define bounded retries, result reconciliation and human recovery for every write. A timeout can leave the outcome uncertain: inspect the destination record before retrying an action that could create a duplicate. Keep unresolved work visible with an owner.
How do we measure the employee’s impact?
Agree the workflow’s baseline, eligible cases and measurement period. Track verified completion, unresolved work, human review and operating cost using your source records.
BEFORE YOU HIRE VIKRAM
Make the scope clear before you start.
A pre-built role gives you a defined starting point. Configure the knowledge, supported connections and authority for your business before sending live work.
What should Vikram finish?
A confirmed appointment with the correct dealership and vehicle context.
Agree which cases qualify and which source record confirms completion.
Explore automotive journeysWhat stays with your team?
Unverified stock, financing commitments and sales negotiation.
Name the decision owner and define the information they receive. Choose a custom workforce if the job needs additional responsibilities.
Compare a custom workforce| System category | Work to support | Check before connecting |
|---|---|---|
| Dealer management / CRM | Read enquiry and dealership ownership. | Branch matching and contact permissions. |
| Demonstration fleet / scheduling | Check vehicle and slot availability. | Freshness, concurrent booking and cancellation rules. |
| Notifications | Send approved confirmations and reminders. | Current appointment status and stop rules. |
Self-service or implementation help?
Sign up to configure Vikram. Prepare these inputs: Customer enquiry and approved model information. Confirm connector support, credentials and permissions before testing. Custom APIs, private-network access and complex approval routing need a separately agreed implementation scope.
Check your connectionsHow should you budget?
Estimate eligible case volume, channel usage, exception handling and the system operations above. Separate platform access, usage, third-party services and implementation charges. Use the same scope when comparing quotes.
Review cost componentsMoving this work from another tool?
Map open cases, completed actions, contact preferences and current owners before the switch. Test a limited cohort against your existing records. Reconcile the result before disabling the old workflow, and prevent both systems from acting on the same case.
Include this handoff test: Vehicle is unavailable at the branch. Offer only confirmed alternatives or route to the dealership.
Plan acceptance and recovery testsMake Vikram part of
your workflow.
Configure Vikram’s knowledge, connect your supported systems and test the journey. You decide the scope before live work begins.
Sign up
CUSTOMER REVIEWS ON G2
From conversations to completed work.
4.9/ 5
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