Secure AI Agent · Dealership
AI applied to your dealership operation
A specialist configured to track every unit by VIN with aging, keep lead follow-up and test drives scheduled, and bring customers back for service.
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Capabilities
What the Dealership Agent can do
Main areas of work for the Auto Dealership AI Agent in your operation.
VIN-level aging
Tracks how many days each unit has been on the lot.
Reprice cadence
Flags units past the aging bucket and proposes a price review.
Lead follow-up
Keeps contact at the defined cadence and logs every response.
Test drive scheduling
Organizes the demo calendar and confirms with the customer.
Finance file
Gathers and checks documents before the customer sits with F&I.
Service retention
Reminds service by mileage and checks recalls by VIN.
Skills
Capabilities that compose the specialist
Skills add specific capabilities to the Secure AI Agent according to the processes it needs to execute.
- Turn control
- Classifies inventory by days-on-lot buckets.
- Contact cadence
- Keeps the lead warm without relying on the salesperson's memory.
- Document checking
- Checks the file against the required list before submission.
From the lot to service, with management deciding
Connect your systems, define what the agent can do, and let the tracking happen within your dealership's limits.
- Connect inventory and CRM
- The agent works where the dealership already operates.Connect the inventory system, the CRM, and the customer channels so the Secure AI Agent has access only to what it needs to track units and leads.
- Ask for the work
- Talk to the agent in natural language.Request the aging units, the day's follow-ups, or a file check through the available channels. The agent understands the context, applies the configured skills, and follows the dealership's rules.
- The agent tracks. Management decides.
- No price changes on its own.The agent flags, reminds, and organizes within the defined permissions. Changing prices, closing sales, and submitting finance applications stay with management.
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Integrations
Connected to the systems your dealership already uses
The Dealership Agent can query your inventory and run tasks in the systems your team already uses.
Flow
What goes in, what the agent does, and what comes out
From the raw lot to tracked turn, following your dealership's rules and permissions.
Inputs
- Inventory by VINCSV
- Leads and contactsCRM
- Reprice cadenceDOC
Processing
Secure AI Agent
Processing the task
- Read
- Compute
- Flagrunning
- Remind
Output
Completed
Operation tracked
- Aging units flagged
- Day's follow-up organized
- Finance file checked
Control
You define how far the Agent can act
Different actions can operate with different autonomy levels, always within your dealership's rules.
- 1
Query
Reads inventory and leads and answers with the reference.
- 2
Prepare
Computes aging and organizes the follow-up.
- 3
Request review
Waits for validation from management.
- 4
Execute
Performs the action within the defined limits.
Levels are configured per type of action, according to each dealership's policy. Changing unit prices, closing sales, submitting finance applications, and granting discounts always stay under human approval.
Get started
Put a Secure AI Agent to work.
Start on the platform or choose the plan that fits the pace of your operation.
Security that can be verified.
Certifications and attestations
UPX maintains SOC 2 Type II and ISO 27001, with independent audit over its information security controls.
Privacy and regulation
- LGPD
- Operations follow Brazil's Law 13.709/2018. In AI Agent contracts, UPX acts as data processor; the legal basis remains with your company.
- Zero Data Retention
- A product policy, not a certification: all market AI models used by the Agents have ZDR under contract, and processed content is not retained after execution.
- Retention and deletion
- The retention policy is defined by contract. Once the contract ends, data is deleted within the agreed period.
Frequently asked questions
Common questions about the Dealership Agent
What dealers and managers usually ask before putting an agent to support the operation.
Does the agent change unit prices?
No. It flags units past the defined aging bucket and proposes a review following the configured cadence. Changing the price stays management's decision.Does it approve customer financing?
No. The agent gathers and checks the file documents against the required list, so the customer does not come back for missing paperwork. Credit analysis and approval belong to the bank.How does lead follow-up work?
The agent keeps contact at the cadence the dealership defined and logs every response by source. It drafts the message; replying on the salesperson's behalf depends on the configured autonomy level.Is the recall lookup reliable?
It uses the base the dealership connects, searched by VIN. The agent reports what it found and the source — it does not claim coverage beyond what the queried base returns.Is customer data used to train models?
No. Content processed by Secure AI Agents is not used to train UPX models or third-party models.Can we audit what the agent did?
Yes. Every action is logged: what was queried, what was proposed, when, in which system, and under which permission. The history stays available for review and auditing.How long does it take to go live?
It depends on the systems involved. The starting point is usually inventory and the CRM, where turn and leads are resolved, then expanding to service retention.
Custom agents
We build and manage the agent for your dealership
From lot turn to service return: we build the agent that tracks inventory, leads, and retention.