By business type

The two things a dealership assistant must never do

A dealership site has one asset that changes every day and one type of copy that is regulated to the comma. The stock list and the finance wording are the two places an assistant can do real damage, and they are also the two things visitors ask about most. Everything else, aftersales, part exchange process, warranty terms, test drive requirements, is comfortable ground.

What people actually type

Not the questions on your FAQ page. These are the phrasings that arrive in a chat window, lowercase and unpunctuated, and the material has to answer them in those words rather than in yours.

  • do you still have the blue focus in stock
  • what would you give me for my car in part exchange
  • can i book a test drive on saturday
  • what apr do you offer
  • can i get finance with bad credit
  • how much is a service on a diesel
  • does it come with a warranty
  • how many owners has it had
  • do you take cars in part exchange with outstanding finance
  • can i reserve a car online
  • what do i need to bring for a test drive
  • is the mot included in the price

What to feed it

In rough order of how much work each one takes off the front desk. Every one of these is a document you almost certainly already have.

Material worth indexing
How your stock listing works, not the stock itselfWhere the live list lives, how often it updates, what reserved means on your site, and how a customer confirms a specific car is still there. The assistant should point at the source of truth rather than repeat a snapshot of it, because the snapshot is wrong within a day.
The part exchange processWhat you need from a customer, whether an online figure is indicative, what the physical appraisal checks, how outstanding finance is settled, and how long a valuation stands. Outstanding finance is the part that catches customers out, so write it out fully.
Warranty terms by category of saleNew, approved used, standard used and trade sale each carry different cover, and the differences are the whole point. Set out what is included, the length, what a claim needs and what voids it, per category rather than as one paragraph.
Aftersales pricing and booking processService and inspection prices by fuel type or engine size, what each level includes, courtesy car availability rules, and how a booking is made. This is repeat business and it is the least risky material on the site.
Test drive requirementsThe licence you need to see, the minimum age and licence held period, the insurance arrangement, whether an appointment is required, and what happens for a customer with a foreign licence. Getting somebody to arrive with the wrong documents wastes a slot and a sale.
Your published finance informationThe lenders you work with, the representative example exactly as it is approved for publication, the difference between the products you offer, and the eligibility statement. Index the approved wording, character for character, and nothing around it.

What has to reach a person

Whether a specific car is still available

This is the biggest single risk on a dealership site. Stock moves daily, cars get reserved, sold and moved between sites, and an assistant reading a crawled listing page is reading a photograph of yesterday. Telling a customer a car is available when it sold on Tuesday produces a wasted journey and a review.

Unless you connect a source that holds live stock, the assistant should describe the car from the listing only as far as the listing goes, say clearly that availability changes daily and is confirmed by the sales team, and take the customer's details against that specific registration or stock number.

Any part exchange figure

A valuation depends on condition, mileage, service history, tyres, damage and the market that week. An online indication is a lead generation tool, not an offer, and the assistant should say so in those terms rather than implying a number will hold.

The useful behaviour is to explain what the appraisal looks at, ask for the registration and mileage, and pass it to the sales team so the call is about a real car.

Anything about a customer's eligibility for finance

Whether they will be accepted, what rate they will get, whether a past problem matters, whether a settlement can be rolled in. Consumer credit is a regulated activity in most countries, and giving anything that reads as advice, or as an indication of acceptance, is not a marketing decision.

The assistant may state the published representative example and say that applications are assessed by the lender. Beyond that it takes the enquiry and a person handles it.

The history and condition of an individual vehicle

Owners, service history, whether it has been an insurance write off, whether the mileage is warranted. These are specific factual claims about one car with legal weight behind them, and they belong to the person who has the paperwork in front of them.

The wording when it cannot help

This is the message the assistant returns when nothing in the material covers the question. It is written by you rather than generated, which matters here more than anywhere: it is the sentence a stranger reads at the worst moment.

A refusal worth copying
I cannot confirm whether a particular car is still available or give you a part exchange figure or a finance decision, because all three need the sales team and an actual look at the vehicle. I can help with our service prices, warranty terms, what to bring for a test drive and how part exchange works. Leave your name, email and the registration you are interested in and we will come straight back.

It names what it cannot do, gives the route that can, and offers to take a message. A refusal that only apologises leaves the person exactly where they started.

Rules and duties that shape the answer

Finance advertising is regulated wording

Where consumer credit is regulated, promoting it carries rules about what triggers a representative example, what has to appear with a rate, and how prominently. That wording is approved as a block, and an assistant paraphrasing it, quoting the rate without the rest of it, or answering what rate would I get has produced an unapproved financial promotion in your name.

The control is to index only the approved wording and to write a refusal that redirects every personal finance question to a person. Do not index a friendly explainer that restates the numbers loosely.

Mileage and history disclosure carries real duties

Selling a used vehicle generally comes with obligations to describe it accurately and not to mislead about mileage, provenance or previous damage, with criminal as well as civil consequences in many places. Any statement the assistant makes about a car is a statement the dealership made.

Which is the strongest argument in this trade for keeping the assistant on process material and letting the sales team make the vehicle specific claims.

Consumer rights differ between a dealer sale and a private one

Buying from a trader normally carries statutory rights on quality and description that a private sale does not, and in many countries there are extra rights when a car is bought at a distance without seeing it. Customers know this vaguely and ask about it directly.

Index your actual returns and complaints process rather than a general statement of the law, and let the assistant explain your process while pointing at a person for anything about a specific dispute.

Never, whatever the documents say

Out of bounds

  • Whether a specific vehicle is still in stock or unsold.
  • A part exchange valuation, or a range one might fall in.
  • Whether somebody will be accepted for finance, or at what rate.
  • Any finance figure outside the approved representative example.
  • The owner count, service history or accident history of an individual car.

Playbooks for this trade

One page per recurring question, written for a car dealership rather than in general. Each carries the phrasings, the material that answers them, a reply worth copying, and the line where it has to stop.

Questions

Can it answer questions about cars we have for sale?
It can describe what the listing says, which covers most of what a buyer asks about specification. What it must not do is assert that the car is still available, because a crawl is a snapshot and stock moves daily. Have it point at the live listing and take the enquiry against the stock number.
How should it handle finance questions?
By quoting the approved representative example exactly and nothing else, then handing over. Personal eligibility and rate questions are regulated territory, and the version of the answer that keeps you safe is also the version that gets the customer to the person who can actually run an application.
Is aftersales worth putting behind it?
It is the most comfortable material on a dealership site and probably the highest volume. Service prices by engine, what each level includes, courtesy car rules and how to book are all fixed, published and asked constantly, with none of the risk that sits on the sales side.
Can it book a test drive?
It does not write into a diary. It can tell somebody exactly what to bring, which prevents the wasted visits, and then take a name, an email and their message so the sales team arranges the slot.

Keep reading

Try it on your own material

Upload a document or point it at your site, paste one line of HTML, then ask it something only your business could answer.