Explore how the three CX Suite products — LeadMe, SurveyMe and CaseMe — support this industry, with use cases, workflows, responsibilities and measures.
Actual demo interface · Fictional automotive dataExplore industry uses ↓
LeadMe — Turn vehicle and service enquiries into attended appointments
Illustrative operating examples, not client results or a promised return.
A use case in practice
A customer messages a dealer late on Thursday about an SUV. The enquiry records the model, budget, trade-in interest and preferred showroom. The sales team receives an assigned opportunity with the campaign source and a Saturday test-drive request. A confirmed appointment, reminder and recorded attendance let the manager follow the enquiry through to its outcome, rather than count messages alone.
Other uses within the industry
For tyre and quick-service chains, capture the tyre size or requested job, vehicle details and preferred branch. An advisor confirms the approved quotation and availability before a booking is promised. Missed visits become follow-up tasks; the eventual job or lost opportunity is recorded against the original enquiry.
Keep the source and customer needs together so the next colleague can continue the conversation without starting again.
02
Agree the next step
Assign a responsible colleague, agree the follow-up and confirm availability before committing to an appointment. Connected calendars and messaging are configured for the agreed rollout.
03
Record the outcome
Record attendance and the eventual decision. Separate enquiries, requests and confirmed outcomes so management can see where opportunities stop progressing.
What the team records and management sees
Information to capture
Vehicle or service requested; budget; trade-in; branch; campaign; preferred time
Responsible team
Showroom sales consultant or branch service advisor
Measures to review
Response time, qualified enquiries, test drives or service bookings, attendance and won/lost outcomes by source and branch
Start with your own baseline and compare like-for-like periods after rollout. Use confirmed activity and outcomes to assess performance; illustrative examples are not guaranteed results.
WhatsApp AI agent · LeadMe
Your next sale starts with a WhatsApp conversation.
Let the AI agent welcome the customer, understand what they want and move the enquiry towards a showroom visit. Give your sales team a lead with context, not just a phone number.
01
Capture the lead
Collect the vehicle of interest, budget, purchase timing and preferred branch in the conversation.
02
Qualify and book
Ask the next relevant question, agree a suitable appointment and confirm the visit through your configured booking workflow.
03
Keep the opportunity moving
Bring the conversation into the lead record so your team can manage ownership, follow-up and the next sales stage.
Capture interest, budget and purchase timing. Click to enlarge ↗Read the conversation
Customer: Hi, I’m interested in the Demo Motors A Crossover.
LeadMe AI: Hi! I’m LeadMe, your AI assistant. I can help with your enquiry and a test drive. What would you like to know?
Customer: I want to see it in person.
LeadMe AI: Of course. What budget do you have in mind, and when are you planning to buy?
Customer: Around AED 75,000. This month.
LeadMe AI: Thank you. Which showroom is most convenient for you?
Customer: Dubai, please.
02 / Agree the next step
Confirm a visit and give the sales team context. Click to enlarge ↗Read the conversation
LeadMe AI: Would Saturday at 10:00 AM at our Dubai showroom work for a test drive?
Customer: Yes. My name is Alex.
LeadMe AI: Thanks, Alex. Shall I book the Demo Motors A Crossover test drive for Saturday at 10:00 AM?
Customer: Yes, please.
LeadMe AI: Your test drive is booked.
Demo Motors A Crossover Saturday · 10:00 AM Dubai showroom
LeadMe AI: I’ll share your requirements with the sales team and send a reminder before your visit.
Customer: Perfect, thank you.
Conversation → Workspace → Follow-up
From a WhatsApp enquiry to a qualified lead and a clear next step in LeadMe.
Illustrative WhatsApp conversations with fictional details. These show the intended customer workflow, not a live connected session. WhatsApp setup, integrations, booking rules and human handover are agreed during onboarding.
SurveyMe — Understand the showroom and workshop experience by branch
Illustrative operating examples, not client results or a promised return.
A use case in practice
A service customer receives a short feedback invitation after collecting the vehicle. Questions cover booking, advisor communication, waiting time and the handover experience. A low score with a comment about an unresolved fault gives the service team something specific to follow up. Management compares branches and advisors with the response counts alongside the scores.
Other uses within the industry
A tyre chain can use the same approach after payment to spot repeated complaints about waiting or explanations of the work. Dealerships can run a separate sales-delivery journey. This supplements the manufacturer's programme with earlier feedback; it does not replace the OEM survey or guarantee a later score.
Agree the contact permission, event and timing for the invitation. Use a consistent question set for each journey and avoid mixing unrelated experiences in one score.
02
Listen and compare
Review scores with response volumes and the comments behind them. Compare equivalent branches, stages and periods, then identify themes that the team can act on.
03
Assign follow-up
Agree which feedback needs a callback and who owns it. Where a CaseMe connection is configured, keep the response and service-recovery outcome linked to the concern.
What the team records and management sees
Information to capture
Visit date; sales or service journey; branch; advisor; touchpoint ratings; customer comment
Responsible team
Customer experience manager, with branch and aftersales managers reviewing their results
Measures to review
Participation, satisfaction, recommendation, touchpoint scores and recurring themes by branch, advisor and journey
Start with your own baseline and compare like-for-like periods after rollout. Use confirmed activity and outcomes to assess performance; illustrative examples are not guaranteed results.
WhatsApp AI agent · SurveyMe
Ask on WhatsApp. Understand the experience.
Make feedback a conversation. The AI agent guides customers through the Sales or Service journey, records their ratings and asks what could be better. Your team sees the scores and the story behind them.
01
Ask about the actual journey
Use six 1–5 ratings. Sales: enquiry, test drive, reception, sales attitude, handover and follow-up. Service: booking, reception, advisor attitude, updates, repair quality and collection.
02
Measure CSI and NPS separately
CSI = the average of the six journey ratings ÷ 5 × 100. Ask a separate 0–10 recommendation question for NPS: % promoters (9–10) minus % detractors (0–6).
03
Turn feedback into action
Read the comment alongside the ratings in SurveyMe. Where follow-up is needed, connect the concern with a CaseMe case through the agreed workflow.
Service survey excerpt: questions 1–3 of six. Click to enlarge ↗Read the conversation
SurveyMe AI: Hi Alex, I’m SurveyMe, your AI feedback assistant. May I ask six quick questions about your service visit? Use 1 = very dissatisfied to 5 = very satisfied.
Customer: Sure.
SurveyMe AI: 1 of 6 · How satisfied were you with booking your service appointment?
Customer: 4
SurveyMe AI: 2 of 6 · How satisfied were you with the reception on arrival?
Customer: 5
SurveyMe AI: 3 of 6 · How satisfied were you with your service advisor’s attitude?
Customer: 4
02 / Hear the reason behind the score
After all six ratings: recommendation and feedback. Click to enlarge ↗Read the conversation
SurveyMe AI: Thank you for rating your service experience.
SurveyMe AI: On a scale from 0 to 10, how likely are you to recommend us to a friend or colleague?
Customer: 9
SurveyMe AI: What stood out, and what could we improve?
Customer: The advisor was helpful, but I had to call twice for a repair update.
SurveyMe AI: Thank you for explaining. Would you like the Customer Care team to follow up about the updates?
Customer: Yes, please.
SurveyMe AI: I’ll pass your concern to the team for follow-up.
Conversation → Workspace → Follow-up
WhatsApp responses become CSI, NPS and Voice Of Customers insight in SurveyMe.
Illustrative WhatsApp conversations with fictional details. These show the intended customer workflow, not a live connected session. WhatsApp setup, integrations, booking rules and human handover are agreed during onboarding.
CaseMe — Give unresolved repairs and customer concerns a named owner
Illustrative operating examples, not client results or a promised return.
A use case in practice
A customer reports that the same warning light returned after a workshop visit. The case records the visit reference, the concern and the requested callback. The service manager owns the next action and response target. Inspection, recollection or another appointment can be tracked as tasks, with the agreed resolution and customer update recorded before the team treats the work as complete.
Other uses within the industry
A tyre branch can assign an alignment complaint to its manager and record the outcome of a return visit. Across a dealer group, managers can separate repair quality, parts delays, billing and communication issues, then use repeat causes to decide where processes or coaching need attention.
Capture the service issue and relevant reference, then categorise it so it reaches the right team. Use approved systems for sensitive supporting records.
02
Assign the action
Set a named owner, next action and due date. Define who reviews overdue work and how escalation should operate for this service, rather than leaving responsibility in a shared inbox.
03
Confirm the outcome
Record what was done, the customer update and any remaining follow-up. Review repeat causes and case age so the team can improve the underlying service as well as respond to individuals.
What the team records and management sees
Information to capture
Visit reference; complaint category; branch; owner; next action; due date; resolution
Responsible team
Branch service manager, with an agreed escalation to aftersales management
Measures to review
Open and overdue cases, first response, resolution time, repeat repair themes and documented closure outcomes
Start with your own baseline and compare like-for-like periods after rollout. Use confirmed activity and outcomes to assess performance; illustrative examples are not guaranteed results.
WhatsApp AI agent · CaseMe
A complaint on WhatsApp. A case your team can act on.
Let the AI agent listen, collect the details and record the concern. Give Customer Care the context to assign an owner, arrange follow-up and keep the customer informed.
01
Listen and capture
Ask what happened, which visit or location it concerns and what the customer needs. Confirm the details before recording the complaint.
02
Create a case with context
Bring the complaint and conversation into CaseMe, ready for your team to set priority, assign ownership and schedule the next action.
03
Follow through with the customer
Use recorded case updates to support the next WhatsApp message or human handover. Keep the history, tasks and resolution with the case.
Collect the details without making the customer repeat them. Click to enlarge ↗Read the conversation
Customer: I collected my car yesterday and the same warning light is back.
CaseMe AI: I’m CaseMe, your AI Customer Care assistant. I’m sorry the issue has returned. Which branch handled the repair?
Customer: Dubai. My service reference is DEMO-1042.
CaseMe AI: Thank you. To confirm: the warning light returned after yesterday’s repair at the Dubai branch. What would you like the team to help with?
Customer: Please call me and arrange another inspection.
CaseMe AI: I can record that request. What time is best for a call?
Customer: After 3 PM today.
02 / Keep the next action clear
Confirm the case and support a human follow-up. Click to enlarge ↗Read the conversation
CaseMe AI: I’ve recorded your complaint.
Demo case: CARE-1042 Issue: warning light returned Request: call after 3 PM and discuss an inspection
Customer: Will I need to explain everything again?
CaseMe AI: The Customer Care team will have your message and service reference with the case.
CaseMe AI: They will review the repair details and contact you to agree the next step.
Customer: Can I speak to a person?
CaseMe AI: Yes. I’ll flag your request for a team member. You can quote CARE-1042 when you contact us.
Conversation → Workspace → Follow-up
A WhatsApp complaint becomes a case with context, ownership and follow-up in CaseMe.
Illustrative WhatsApp conversations with fictional details. These show the intended customer workflow, not a live connected session. WhatsApp setup, integrations, booking rules and human handover are agreed during onboarding.
Set up the workflow for your operation
Start with one agreed journey, its responsible team, data sources, permissions and follow-up targets. Calendar, CRM and operational-system connections, and WhatsApp or voice channels, are scoped before live use. The public demo is for exploration with fictional data.
Pro for a single centre; group pricing for three or more locations. Managed for hands-on support.
