Hire Vikram.
From vehicle interest to a booked test drive.

Vikram is UnleashX’s Test Drive Scheduler. 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.

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.

Illustrative workflow

The conversation

CUSTOMER REQUEST

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

Vikram

Capture vehicle and dealership preferences

Autonomous · within your rules

Dealer CRM + calendar

People join only when needed

Test-drive booking

EXAMPLE RECORD · NOT LIVE DATA

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.

ILLUSTRATIVE SETUP · NOT A LIVE PRODUCT SCREEN

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.

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.

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 a requirements map, not a guarantee of a native connector for every vendor.

Integration requirements for Vikram
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 requirements

PILOT 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.

Sample acceptance tests, not published benchmark results
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 and exclusions before testing. Review both business outcomes and action correctness. No uplift, speed improvement or cost saving is claimed here without evidence from the configured workflow.

Review the evaluation approach

IMPLEMENTATION GATES

Prepare the workflow before production.

Pre-built means the role is a starting point. It does not replace knowledge review, integration mapping or 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.

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 specialist 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 path

BUYER & 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?

The system categories are a requirements map, not a certified connector list. 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; a pre-built role does not eliminate configuration, security review or evaluation. No fixed rollout time is promised here.

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.

What evidence supports the performance claims?

The workflows describe autonomous execution within configured rules. The evaluation criteria are proposed tests, not measured customer results. Use an agreed baseline, eligible cohort and reviewed system outcomes to build your own business case. Customer testimonials from other workflows should not be treated as proof of this role’s performance.

Make 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.

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