Leo
Your AI assistant. Ask about any call, customer or salesperson and get a straight answer, with the calls it used.
What you can ask
If it was said on a call, you can ask about it.
Callum Reid has one overdue: confirming Ryan Taylor’s Saturday 10:00 test drive and sending directions, due 14 Oct. Everyone else is on track.
From the Cases list, Mine and Team
How Leo works
A colleague who has read every call.
It shows its working
Every answer names the calls it used. Open one and hear it for yourself.
It drafts, your team sends
Leo can write a follow-up text or email. It can’t send it or change records.
Everyone sees what they should
Sales executives only see their own calls. Managers see their team.
It reads your calls, it isn’t trained on them
Leo reads your calls to answer your questions.
In practice
Monday, 8:45,before the showroom opens.
Daniel asks Leo what opportunities it found on this week’s calls. Leo lists them, nearest deadline first, with the calls behind each one. Daniel opens one, plays the moment and passes it to Tom. No recordings played.
Two customers are waiting on you. Daniel Okafor wants to drive the Volvo XC60 Recharge before he commits, and nobody has booked it yet. Ryan Taylor asked for a Q5 part-exchange appraisal that hasn’t been booked. Both are due this week.
From 2 calls this week, nearest deadline first
FAQ
Questions about Leo
See what your calls are hiding
Book a demo. We’ll run it on a real dealership call, then show you what it would find in yours.
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