Autopilot Companion

Ask the dealership.Get a useful answer.

Ask about a deal, a customer, this month's performance, or what needs attention. Companion finds the answer in Autopilot and points you straight to the next step.

Start with the question

Questions Companion can answer.

Ask the questions your team asks every day. Companion brings the relevant details together and keeps every answer within the signed-in person's access.

01

What needs my attention today?

See the deals that have stopped moving, the deliveries coming up, and where the team is falling behind plan.

  • Deals
  • Targets
  • Deliveries
02

Why is this deal stuck?

Find the missing approval, information, finance step, stock detail, or delivery requirement holding it back.

  • Deal
  • Approvals
  • Next steps
03

How are we actually tracking?

Check this month or any earlier period, then break the result down by salesperson, channel, vehicle, target, or profit.

  • Sales
  • Gross profit
  • Performance
04

Where do I find or fix that?

Get a plain-language explanation and a direct link to the right place in Autopilot, so you can make the change confidently.

  • Setup
  • Access
  • Direct links

Built around real questions

Less searching. Faster decisions.

Start the day, find a record, unblock a deal, understand a result, review customer history, or find the right setting.

Daily context

Know where to focus today.

Start the day with the month so far, deals that need attention, and deliveries coming up.

Find anything

Search the way you remember it.

Find a deal or customer from a name, vehicle, registration, deal number, salesperson, or even a rough date.

Unblock a deal

Turn “stuck” into a next step.

See what is missing—an approval, a detail, a finance step, stock information, or a delivery requirement—and what to do next.

Understand performance

Go beyond the headline.

Break a result down by period, salesperson, channel, vehicle, revenue, or gross profit without rebuilding a report.

See the history

Put a customer in context.

Bring together the customer, their vehicles, current deals, past activity, and anything holding the relationship up.

Get help in Autopilot

Find the right setting faster.

Ask how your fields, channels, stages, approvals, forms, tax settings, or permissions work and go straight to the right place.

The useful boundary

Useful answers. Your team stays in control.

The fastest answer is only useful when the team can trust where it came from—and when the software is honest about what it cannot do.

01

Your permissions still apply.

People only see the deals, customer details, financials, team information, and settings their role allows.

02

Go straight from answer to action.

Relevant records and app destinations can be linked directly, so an explanation becomes a practical place to continue.

03

No confident guesses.

Companion asks when a match is unclear, says when information is unavailable, and never pretends it made a change.

Built for everyday questions

Answers grounded in your dealership.

Companion turns the information already in Autopilot into clear, useful answers. It helps your team find what matters, understand what happened, and get back to the deal faster.

01

You ask in normal dealership language.

Companion lives inside Autopilot and is designed for questions that start with the way dealership teams actually speak: How is the month going? Which of my deals are cold? Why can’t this vehicle move to delivered? What did we sell last week? Where is the approval setting?

It remembers the conversation, so a follow-up can build on what was already discussed. Move from a broad question to a specific deal, customer, person, period, or setting without starting again each time.

02

It finds the right information for the question.

Companion looks in the part of Autopilot that can answer the question—whether that is a deal, customer history, the sales log, targets, performance, or dealership settings.

That keeps answers grounded in the right numbers. When two reports measure different things, Companion explains the difference instead of presenting a confident but misleading total.

03

Everyone sees only what they are allowed to see.

The same access rules that protect deals, customer details, financials, targets, team information, and settings across Autopilot also apply in Companion.

A salesperson and a manager may get different levels of detail from the same question. Companion never becomes a shortcut around the permissions your dealership has set.

04

Every answer helps you take the next step.

Companion can link straight to the relevant deal, customer, report, or setting. When a deal is stuck, it explains what is missing and where the team should go next.

If more than one record could match, it asks you to choose. If the answer is not available, it says so instead of filling the gap with a guess.

05

You stay in control of every change.

Companion can find, compare, explain, summarise, and link, but it cannot change a deal, edit a setting, send a message, approve a write-up, or move a vehicle on your behalf.

It saves the time spent searching and working out what happened, while keeping every important dealership decision in the hands of the person responsible for it.

Ask what happens next

Spend less time looking. Know what to do next.

Give every person a faster route from a question to the deal, customer, number, or setting that can move the day forward.

Get started