Fresh discovery
Open or refresh to see supported paths.
The canary uses a directly linked unit interest, traceable source activity, current rooftop inventory, and a verified Sales owner. Missing prerequisites yield no row—not a weaker guess.
DealPassport Autopilot by DealerCRM
Your next best deals, already ranked.
DealPassport Autopilot surfaces the highest-confidence customer-to-unit opportunities when an eligible rooftop opens or refreshes the queue. Managers select up to ten directly linked matches and create separate drafts in one batch. Economics, approval, and sharing remain individual.
High-confidence Bronze canary · Manager-selected batch drafts · No automatic outreach · Designed for every unit-dealership vertical
Autopilot opportunity queue
Synthetic example
Ranked Bronze matches3 ready to review
1Selected
Case A · Mid-size SUV Touring
Direct active unit link · traceable source · current rooftop inventory.
2Selected
Case B · Crew Cab Pickup
Direct active unit link · traceable source · current rooftop inventory.
3Review
Case C · Compact Crossover
Direct active unit link · source verified · budget and use case unknown.
Drafts only: no customer contact, link, economic verification, approval, or reservation occurs in the batch.
Why it sells more units
Stop waiting for someone to remember which customer fits which unit.
Autopilot organizes directly linked, traceable customer-to-unit matches into a ranked review queue. Managers curate up to ten at a time; the assigned reps finish the selected drafts with individual evidence and approval.
Manager judgment
The best matches rise for review.
Every row carries the customer-to-unit reason and missing evidence so a manager can select the opportunities worth working now.
Batch leverage
Turn selected matches into drafts together.
Create multiple separate DealPassport drafts in one action without sending a message, creating a link, or advancing a stage.
Individual truth
Verify each customer and plan on its own.
Unit options, economics, credit, approval, and missing facts remain attached to one customer record and reviewed individually.
Controlled sharing
Outreach never happens by itself.
A properly permissioned manager chooses whether and when to create the secure customer link for one reviewed plan.
Manual exception
Build one from scratch when needed.
The manual builder remains available for a known edge case, but it is no longer the primary path through the work.
Exact Autopilot workflow
Six steps from ranked opportunity to supported customer plan.
Autopilot does the repetitive discovery and setup. People keep the consequential decisions: selection, verification, approval, sharing, and outreach.
Autopilot derives the current queue
When opened or refreshed, the canary rechecks a direct active unit link, traceable source, current same-rooftop inventory, collision gates, and an active Sales owner. Missing evidence remains visible.
A manager reviews the top matches
Read why each customer-to-unit match ranks, what source evidence supports it, and which economics or customer facts remain unresolved.
The manager selects a batch
Choose the strongest opportunities the team can work now. One action creates a separate draft per selected customer; it performs no outreach.
Each draft is completed individually
Refine the outcome, add up to three available units, write fit reasons, and verify the evidence. Use the manual builder only when the queue does not cover the exception.
Each plan is approved and shared individually
A properly permissioned manager decides whether to create that customer's expiring link. Verified economics and later stages never come from the batch.
The customer supplies the next signal
After deliberate outreach, the customer can compare the offered units, choose a preference, update safe facts, or request contact. The plan advances only when evidence supports it.
Evidence rail
Seven stages. No skipped meaning.
Stages are monotonic and advance one supported step at a time. The label tells the dealership and customer what kind of claim the plan can honestly make.
| Stage | What it means | What it does not mean |
|---|---|---|
| Matched | A current unit is directly linked to traceable active customer interest. | No broader needs-fit, economic claim, approval, or hold. |
| Illustrated | A labeled list price or exact-unit AutoPencil illustration can be shown. | Not a final payment, incentive promise, or credit decision. |
| Verified | The dealership has verified the attached facts and source. | Not automatically prequalified or approved. |
| Prequalified | Reserved vocabulary for a typed prequalification source artifact. | Disabled in the current canary; a note is never evidence. |
| Approved | Reserved vocabulary for validated approval evidence. | Disabled in the current canary; not the same as manager link review. |
| Reserved | Reserved vocabulary for a validated inventory-hold artifact. | Disabled in the current canary; a preference never reserves inventory. |
| Sold | Reserved vocabulary for completed transaction evidence. | Disabled until the sale source can be validated atomically. |
Current stage ceiling: this release advances only through Verified, from an approved or delivered exact-unit AutoPencil. The later labels remain in the durable vocabulary but stay disabled until their typed source integrations exist. Permission to share is a separate manager-review boundary.
Fabricated training data
A synthetic queue becomes two drafts, not two messages.
Everything below is intentionally fabricated. It demonstrates the Autopilot-to-customer workflow without using a real customer, phone number, email address, VIN, credit result, or dealership transaction.
Autopilot batch → individual plan
100% syntheticDemo Store · 2 selected opportunities · 2 separate drafts · 0 contacts sent
Manager · Autopilot queue
1Selected
Case A · Mid-size SUV Touring
Exact unit link and source lineage · needs, payoff, payment unknown
2Selected
Case B · Crew Cab Pickup
Exact unit link and source lineage · trade and use case unknown
3Review
Case C · Compact Crossover
Exact unit link · timing and budget unknown
Batch boundary: drafts are created separately. No link, text, email, verified economics, approval, or reservation is created.
Case A · individually reviewed customer page
Captured after the draft: seat six, carry sports gear, tow at least 5,000 lb, keep a monthly budget near $650, and purchase within 30 days.
2026 Mid-size SUV Touring$46,800
Current online price · Best cargo flexibility while meeting the stated towing need.
Selected preference
2026 Mid-size SUV Premium$51,400
Current online price · Adds the comfort package preferred during the demo visit.
- Still unknownPayoff, incentive eligibility, executable payment
- Customer canChoose, confirm safe facts, ask for contact
- Customer cannotChange price, stage, inventory, approval, or identity
Designed for every dealership type
The object changes. The evidence discipline does not.
These synthetic needs show the cross-vertical target design. The shipped Autopilot canary activates only at certified rooftops with a direct unit link, traceable source, fresh inventory, safety gates, and an active Sales owner; richer constraint matching unlocks only as each vertical's specifications are verifiable.
Automotive
Synthetic need: six seats, winter confidence, 5,000 lb towing, and a known monthly boundary.
RV
Synthetic need: sleeps six, fits a 32-foot site, carries two workstations, and stays within tow capacity.
Marine
Synthetic need: family cruising, shallow-water access, trailerable length, and storage for fishing gear.
Powersports
Synthetic need: two riders, trail use, trailer fit, and a bundle option for the machine and accessories.
Outdoor power
Synthetic need: acreage, terrain, attachment needs, service access, and a realistic work-season deadline.
Roles and permissions
Access follows the deal, the customer, and the store.
A broad job title never becomes a shortcut around scope. DealerCRM checks the permission key and the record-level relationship before returning or changing a DealPassport.
Fail closed: if DealerCRM cannot resolve a user's effective permission or record scope safely, the request is denied instead of falling back to broader access.
Is the data enough?
Enough for a high-confidence canary. Not enough for a fleet-wide promise.
Eligible rooftops can surface direct, traceable customer-to-unit opportunities for manager review today. Rooftops without the full evidence chain receive no generated rows; greater coverage unlocks only when the data can support it without guessing.
Ranked queue and batch drafts
- Fresh when the queue opens or refreshes
- Direct active interest-to-unit link
- Traceable customer/store source activity
- Fresh offerable same-rooftop inventory
- Active Sales owner and collision gates
- Separate draft creation with no outreach
Confirmed transaction inputs
- Exact physical inventory
- Customer-confirmed trade or payoff inputs
- Verified dealer economics
- Valid contact permission
- Current evidence timestamps
Bounded transaction autonomy
- Current lender programs
- Verified incentive eligibility
- Exact deal calculations
- Appropriate credit and approval evidence
- Defined limits and human controls
Honesty rule: Bronze, Silver, and Gold describe evidence readiness, not plan names or subscription tiers. The current Autopilot canary ranks only the directly linked opportunities it can substantiate. Verified economics, sharing, and outreach remain individual regardless of queue rank.
Safety and compliance
The public page is a narrow capability, not an open CRM door.
The customer experience is intentionally limited to the few actions that help the dealership reach the next decision.
Secure, revocable access
- The raw 32-byte secret remains in the URL fragment.
- Only a one-way digest is stored.
- Links expire and can be rotated or revoked.
- Rotating invalidates the prior link immediately.
- Customer responses use version and replay protection.
Customer-safe projection
- Autopilot creates drafts only and performs no automatic outreach.
- No invoice, net cost, holdback, ACV, gross, reserve, buy rate, or money factor.
- No lender, credit, internal note, employee, or full customer data.
- Preview requests are read-only so link scanners cannot make a choice.
- The customer cannot change stage, price, unit set, approval, reservation, or identity.
- Customer and employee actions remain on the DealPassport activity record.
Questions dealers ask
DealPassport, without the fine-print fog.
When does DealPassport Autopilot refresh?
It rechecks and ranks the eligible rooftop's high-confidence direct customer-to-unit opportunities when the workspace opens or a user selects Refresh. It is not a background outreach engine, and it does not claim that an unchanged browser is receiving a continuous live feed.
What happens when a manager creates a batch?
DealerCRM creates one separate draft per selected opportunity. The batch does not contact a customer, create a public link, verify economics, advance a stage, approve credit, or reserve inventory.
Does Autopilot ever contact the customer automatically?
No. A properly permissioned person reviews each draft individually and decides whether and when to create and send that customer's secure link. Outreach is deliberate, never a side effect of queue ranking or batch creation.
Can I still build a DealPassport manually?
Yes. The manual builder remains for a known customer-and-unit edge case or a conversation that has not reached the ranked queue yet. Autopilot is the primary workflow; manual creation is the exception.
Does a high queue rank mean the customer is approved?
No. Rank prioritizes a supported Bronze match for human review. It is not verified economics, a credit result, approval, a reservation, a final payment, or a prediction that the customer will buy.
Is DealPassport a quote?
No. It is a purchase-plan object that can carry labeled listed pricing, a matched AutoPencil illustration, or dealer-verified facts. Executable deal math belongs in AutoPencil, and the evidence label tells the reader what kind of number they are seeing.
Does sharing mean the deal is approved?
No. Manager permission to share is a review decision. Approved is a later economic evidence stage. Creating or rotating a customer link never advances the evidence stage by itself.
Can Autopilot invent a match or a payment?
No. Dealer-owned customer evidence, available inventory, and customer-safe source facts form the evidence boundary. Unknown payoff, incentive, credit, lender, and executable payment data remains missing until a trusted source supplies it.
How many units can a customer compare?
One to three distinct physical units. This keeps the decision useful without turning the plan into another inventory search result page.
What can the customer change?
They can select one of the offered options, update the safe facts displayed in the plan, or request contact. They cannot alter inventory, price, stage, approval, reservation, identity, or internal dealership data.
What happens if two people edit at once?
Every mutation carries the version the editor saw. If a teammate or customer has already created a newer version, DealerCRM rejects the older write and asks the person to reload instead of silently overwriting the new work.
What happens when a unit sells?
DealerCRM rechecks the authoritative inventory record before a link is created, whenever the customer opens the plan, and again before accepting a selection. A sold, booked, stale, or otherwise non-offerable unit is marked unavailable and cannot be selected. The historical snapshot remains in the evidence record; the dealership can archive the plan and prepare a new reviewed path.
Does it work for RV, marine, powersports, and outdoor power?
DealPassport itself and the evidence model are designed for every unit-dealership vertical. The automatic canary is enabled only where that rooftop's inventory identity, source lineage, safety state, owner, and vertical data have been certified. The cross-vertical examples on this page are synthetic target workflows, not a claim of universal current data coverage.
How should a dealership measure success?
The graduation metric is incremental retail units per 100 eligible opportunities using an immutable holdout comparison and the same delivered-deal source for both groups, segmented by store and vertical. The current high-confidence canary records workflow events such as drafts, shares, customer choices, fact updates, and contact requests; DealerCRM does not present those diagnostics as causal sales lift.
Rank the work. Keep the judgment.
See which supported paths to more units are already in your data.
Talk with OliviaAI, explore a private DealerCRM sandbox, or open the full product tour. Autopilot can demonstrate its queue and batch-draft workflow with synthetic data and no automatic outreach.