Auto Advisor
Live demoWasatch Auto GroupA 2-location aftermarket dealership — sales floor + service bays. Fictional business, real platform, live data.
Owner Command Center

Wasatch Auto Group. Two stores, a sales floor, fourteen bays — and seven AI agents running the back office.

K1100%
$812.00Average Repair Order
Target $550.00
K2100%
90%Technician efficiency
Target 90%
K398%
83%Bay utilization
Target 85%
K4
$31.9kAgent-driven revenue
K5
23After-hours bookings
K6
16Cars in the shop
Bookings / day14 / 14d
Revenue / day ($)9425 / 14d
Agent actions / day15 / 14d

The crew, live — sales and service

  • ConciergeDone

    Booked after-hours call → Sat 9:00 AM, SSL Bay 2 (HV battery SOH test, 2021 Model 3)

    5h ago
  • RainmakerDone

    Responded to Marketplace lead on the 2022 Mach-E Premium in 81 seconds — battery-health report attached, two test-drive slots offered

    6h ago
  • QuartermasterDone

    Drafted PO-2087: EV tire sets ×4 + thermal coolant ×24 — tires below reorder with 5 alignment jobs booked

    6h ago
  • AnalystDone

    Morning briefing — ARO ▲ 9% on battery work, used-inventory days-to-turn down to 18, Provo bays 78% Friday

    6h ago
  • RainmakerNeeds human

    Buyer asked $2,500 under list on the R1T — handed to Marcus with the thread + SOH report

    6h ago
  • DiagnosticianDone

    P0AA6 (HV isolation) → confirmed coolant heater fault, 91% match (2020 Bolt EUV) — Priya’s bay

    7h ago
  • QuartermasterNeeds human

    CCS1 charge-port assembly at 1 with 2 diagnoses queued — vendor quotes 4-day lead, expedite $96

    7h ago
  • ConciergeDone

    Answered charging question (Ioniq 5 DC fast-charge curve) → booked a charge-port diagnosis

    8h ago

Upcoming bays — both stores

  • Brielle Sorensen

    Trade-in appraisal + SOH · 2020 Tesla Model Y

    Fri 6:19 PMconfirmed
  • McKay Christensen Concierge

    Test drive — 2023 Model Y LR · 2021 Hyundai Ioniq 5

    Fri 11:19 PMscheduled
  • Hailey Olsen

    Fleet van service (EV) · 2022 Ford Mustang Mach-E

    Sat 4:19 AMconfirmed
  • Dallin Whitaker Concierge

    HV battery SOH test + report · 2023 Chevrolet Bolt EUV

    Sat 9:19 AMscheduled
  • Kimball Reese

    EV tire set + alignment · 2024 Nissan Leaf

    Sat 2:19 PMconfirmed
  • Wasatch Couriers (fleet) Concierge

    Charge-port diagnosis · 2025 Rivian R1T

    Sat 7:19 PMscheduled
The Organization Brain

Every person, every department, every agent — and what the AI knows about each.

1OwnershipAnalyst · ⚡ AUTO1OperationsQuartermaster · ✋ APPROVE2Front of HouseConcierge · ⚡ AUTO5Service BayDiagnostician · ⚡ AUTO3Sales & ShowroomRainmaker · ⚡ AUTO1Finance & OfficeComptroller · ✋ APPROVE1People & HRSteward · ✋ APPROVEReese Calder — Owner / OperatorRCJordan Pike — General ManagerJPSofia Marin — Lead Service Advisor — South Salt LakeSMBen Tran — Service Advisor — ProvoBTPriya Shah — Master EV TechnicianPSMarcus Webb — Technician — Battery & Drive UnitsMWElena Ruiz — Technician — Chassis, Tires & ADASERDan Okafor — Technician — Diagnostics & ChargingDOKatie Sorensen — Technician — General Service (Provo)KSMarcus Day — Senior Sales — EV SpecialistMDAisha Bell — Sales — Used EV & Trade-InsABTyler Hatch — Sales — Fleet & CommercialTHLinda Moss — Finance ManagerLMTess Whiting — People & HR ManagerTWWasatch Auto Group14 employees
Organization Brain

Wasatch Auto Group

2locations
14people
7agents
DEALER-GRADEplan
Wasatch Auto — South Salt Lake (Sales + Service)
South Salt Lake, UT · 8 bays
HQ
Wasatch Auto — Provo (Service)
Provo, UT · 6 bays
Ownership
⚡ AUTO
Analyst agentMorning KPI briefing in plain language
RC
Reese Calder
Owner / Operator

AI context · Owns a 2-location EV & aftermarket sales + service group (~$6.2M combined). Thinks in units sold, ARO, and battery-work margin. Wants the one number that moved and the decision to make — money and risk first.

Operations
✋ APPROVE
Quartermaster agentForecasts shortages, drafts the reorder PO
JP
Jordan Pike
General Manager

AI context · Runs both stores — showroom and service. Lives in bay utilization, days-to-turn on used EV inventory, and the sales board. Wants exceptions only.

Front of House
⚡ AUTO
Concierge agentAnswers after-hours calls, books the bay
SM
Sofia Marin
Lead Service Advisor — South Salt Lake

AI context · Front counter lead. Owns the phones and the schedule. EV customers ask about battery health constantly — keep SOH reports ready before pickup calls.

BT
Ben Tran
Service Advisor — Provo

AI context · Runs the Provo counter. Wants the estimate queue ranked by approval likelihood; flags fleet EV customers (two delivery fleets on contract).

Service Bay
⚡ AUTO
Diagnostician agentUnifies ALLDATA · Mitchell 1 · Identifix · MOTOR
PS
Priya Shah
Master EV Technician
96% eff

AI context · xEV master certified, HV safety lead. Wants OEM service data and HV isolation procedures first, every time.

MW
Marcus Webb
Technician — Battery & Drive Units
92% eff

AI context · Battery pack and drive-unit specialist. Wants SOH test history and pack serial provenance before teardown.

ER
Elena Ruiz
Technician — Chassis, Tires & ADAS
90% eff

AI context · EVs eat tires — she owns alignment, suspension, and ADAS calibration. Wants calibration target specs and tire stock levels.

DO
Dan Okafor
Technician — Diagnostics & Charging
89% eff

AI context · Charge-port, onboard-charger, and 12V-system diagnosis. Wants wiring diagrams and confirmed-fix match scores.

KS
Katie Sorensen
Technician — General Service (Provo)
84% eff

AI context · Hybrids + ICE trade-ins reconditioning. Wants the recon checklist per unit and parts staged before the car lands.

Sales & Showroom
⚡ AUTO
Rainmaker agentFirst-touch on every lead, books the test drive
MD
Marcus Day
Senior Sales — EV Specialist

AI context · Senior closer; owns anything over $45k and every discount conversation. Wants warm buyers with battery-health report attached — never raw leads.

AB
Aisha Bell
Sales — Used EV & Trade-Ins

AI context · Strongest with first-time EV buyers; wants the KBB range, payoff, and SOH report before every appraisal.

TH
Tyler Hatch
Sales — Fleet & Commercial

AI context · Works delivery fleets converting to EV. Wants TCO comparisons (fuel + maintenance vs lease) ready for every pitch.

Finance & Office
✋ APPROVE
Comptroller agentDaily reconciliation, AR/AP, warranty claims
LM
Linda Moss
Finance Manager

AI context · Owns the books across both stores + EV tax-credit paperwork (clean-vehicle credit transfers). Wants daily reconciliation before opening; never auto-pay.

People & HR
✋ APPROVE
Steward agentOnboarding, ASE certs, schedules, payroll prep
TW
Tess Whiting
People & HR Manager

AI context · One-person HR across two stores. Wants EV-cert (xEV) expirations 90 days out, PTO conflicts surfaced with a suggested fix, payroll validated before cutoff.

Job-level permissions — who sees what
Owner / Operator
scope · All locations
  • Company P&L & financials
  • Every KPI, all locations
  • Agent autonomy controls
  • All people & payroll context
General Manager
scope · Assigned location(s)
  • Bay utilization & tech efficiency
  • The schedule & comebacks
  • Parts & reorder approvals
  • Sales pipeline summary
  • Company-level P&L / owner financials
Service Advisor (Front of House)
scope · Front desk
  • Today’s bookings & waitlist
  • Customer calls & callbacks
  • Estimates & approvals
  • Financial statements
  • Other locations’ internals
Technician
scope · Assigned jobs
  • Assigned repair orders
  • Diagnostic search (4 databases)
  • Own efficiency
  • Pricing & margin
  • Financials
  • Other techs’ jobs
Salesperson (Showroom)
scope · Own pipeline
  • Own leads & follow-ups
  • Test-drive calendar
  • Inventory & trade-in valuations
  • Service-side financials
  • Other salespeople’s commissions
  • Owner P&L
Finance / Office
scope · Books & cash
  • AR/AP & reconciliation
  • Warranty claims & reimbursements
  • Cash-flow alerts
  • Financing paperwork
  • HR records & personnel files
  • Diagnostic internals
HR / People
scope · The crew
  • People records & certifications
  • Schedules & PTO
  • Payroll prep (handoff only)
  • Compliance training status
  • Company financials
  • Customer & vehicle data

Isolation is enforced at the database (row-level security per shop). This matrix defines the within-shop role boundaries the agents and views inherit — an advisor never sees the owner’s P&L.

This is the real platform — the same code our clients run. Want it on your operation?

Self-serve starts at $997/month with all seven agents — no contract, cancel monthly. Or have us install and coach it: Performance Partner at $3,000/month, backed by the 90-Day Performance Guarantee.

Keep your DMS — we run alongside DealerCenter, Frazer, DealerSocket IDMS, Wayne Reaves, and AutoManager on the sales side, and Tekmetric, Shopmonkey, Shop-Ware, AutoLeap, or Mitchell 1 on the service side.

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