What is ChatAI?

ChatAI is an SMS-based chat engagement tool that helps dealerships communicate with shoppers immediately after they claim an offer. Unlike traditional web-based chat widgets, ChatAI uses text messaging to qualify leads and schedule appointments, driving higher engagement and conversion.

Watch this video to see how ChatAI works:

1. Shopper Engagement
When a shopper claims an offer on your site, ChatAI sends an SMS message asking for their name and offering to schedule an appointment.

2. Appointment Scheduling
If the shopper accepts, ChatAI schedules the appointment directly via SMS and saves the information to their Shopper Profile.

3. Business Development Center (BDC) Follow-Up
Once the appointment is set, ChatAI sends the lead and appointment information to your BDC team, prompting them to follow up for confirmation or rescheduling.

4. Customer Relationship Management (CRM) Sync
All lead details, including contact info and appointment data, are automatically pushed to your CRM, allowing your sales team to track and manage opportunities without manual entry.

👉 For more information on Lead Routing check out this article, How Does Lead Routing Work?

• Higher Engagement Rates – SMS has significantly higher open and response rates than email or web chat.

• Automated Lead Management – Reduces manual effort by collecting and syncing lead data in real-time.

• Improved Appointment Conversion – On average, 1 in 4 leads who receive a ChatAI message book an appointment.

• Streamlined Sales Workflow – Keeps your sales and BDC teams aligned with centralized data in the CRM.

• Immediate Shopper Response – Increases chances of engagement while shopper interest is high.