71 AI-native modules
across 9 capability areas.
Every workflow built from 30 years on the floor — by someone who used them, not someone who designed for people who do. Grouped by the part of the dealership operation they touch — not by what's easy to build, but by what a GM, F&I manager, or BDC lead actually opens during the day.
Every module below is production-built and audited. 24 run on live operator data today; 47 unlock on DMS connect — sub-breakdown: 20 seeded/interactive (yellow on /status), 22 staging-ready (not yet on board), 5 pending partner API credentials (red on /status).
Morning Intelligence 8 workflows
Macro signals + dealer-group rollups fused into the first thing a GM sees every day. FRED + EIA + UMich refresh nightly. Health scores, benchmarks, pulse, forecast.
Dealer Health Score
Composite 0-100 with sub-scores and AI narrative.
Industry Benchmarks
Percentile vs industry peer benchmark.
Gross Forecasting
Month-end projection with weekly breakdown and trend analysis.
Morning Briefing
Role-based GM / UC / NC / F&I / BDC start-of-day AI brief.
Moat Intelligence Feed
Nightly FRED / EIA / UMich refresh. Public at /api/moat/public.
Moat Signals (Live)
k-anonymity aggregate bridge from the operating dealer app.
Louie's Pulse
Market-demand pulse with DMA + segment breakdown.
Louie's Forecast
Month-end projection with weekly breakdown + risks.
F&I & Desking 13 workflows
Multi-scenario desking, lender routing against real program playbooks, PVR tracking, contract-funding visibility, title perfection, tax & fee config.
Deal Structure AI
Finds optimal term / APR / down / back-end combination for a payment ceiling.
Deal Intelligence
Per-deal risk factors + AI recommendations before lender submission.
Contracts & Funding
Pending contracts + per-lender funding velocity.
PVR Tracker
Per-F&I-manager + product-mix PVR rollup.
New-Car Desking
MSRP + rebate + APR + stacked incentives.
Fees & Taxes
Editable tax rates, doc fee, title, registration.
F&I Menu
GAP / VSC / KeyReplace / Maintenance with cost, retail, gross.
Lender Config
Prime / Near-Prime / Subprime FICO / LTV / PTI / reserve book.
ZIP Tax Zones
66 seeded ZIPs with county and city stacking.
Credit & Soft Pulls
Bridge to credit providers (3 integrations available in demo).
Louie's Desk
Payment grid (36/48/60/72/84 mo) with deal advice.
Louie's Finance
Deal-score engine against 34 lender programs.
Louie's Title
Title workflow with perfected / in-flight / past-deadline tracking.
Inventory & Wholesale 14 workflows
Aging, wholesale advisor, acquisition engine, trade appraisal (photo-driven), market comps, missed-trade analysis, book lookup, new-car allocations, OEM incentive stacking.
Missed Trades
Lost trades with reason + pattern AI (what we're short on).
Wholesale & F&I Report
Wholesale P/L by channel + F&I product penetration.
Competitor Scan
Pricing alerts + competitor inventory changes.
Price Intelligence
Per-unit price vs market median with pricing recs.
Wholesale Alerts
Aged units flagged with urgency + auction value estimate.
Competitor Pricing
AutoTrader / CarGurus / Cars.com inventory scrape.
Lease-Return Pipeline
Bucketed by days-out with equity + mileage position.
New-Car Allocations
Ordered / In Transit / Arrived / Delivered kanban.
OEM Incentives
Active programs with stacking rules and expiry dates.
Stair-Step Programs
Per-OEM tier tracking with pace-to-next-tier.
Vision Trade Appraisal
Photo-driven condition scoring + reconditioning estimate.
Louie's Showroom
New-car stock + active OEM incentives + top sellers by segment.
Louie's Lot
Per-unit inventory table with ACV, margin, days.
Louie's Book
Deal Book — complete deal history, notes, and documents for every vehicle.
BDC & CRM 15 workflows
60-second lead response, unified inbox across SMS · email · FB, BDC sequences, customer pipeline, appointments, equity-pipeline upgrade targeting, fleet accounts.
CRM Dashboard
Live KPI rollup: pipeline by status, leads by source, activity today.
Customers
Full customer database with credit, income, lead source, history.
Leads
Scored lead table with source, payment, status, and AI priority.
Pipeline (Kanban)
8-column Kanban from New through Delivered.
Appointments
Showroom, test-drive, delivery, trade-appraisal and service appts in one view.
Follow-Up Intelligence
Per-customer why-call / what-to-say / objection-handler brief.
BDC Intake Hub
Inbound intake hub + BDC sequence diagram + template library.
Next Actions
Priority-ranked action list with dollar value per action.
Conversations
Unified inbox across SMS, email, and web chat threads.
Louie's Pipeline
Full kanban from NEW through DELIVERED with per-stage SLA.
Louie's Connect
Unified inbox: SMS, email, FB Messenger with template library.
Louie's Equity
Customers with equity + trade-up opportunities by payment delta.
Louie's Fleet
Fleet accounts, pipeline units, YoY revenue ledger.
AI Voice BDC
Outbound AI calls customers with ElevenLabs voice + Claude brain. Qualifies, handles objections, books appointments. Fully automated.
BDC Learning Loop
Nightly analysis of call transcripts extracts objection/rebuttal pairs and tracks conversion rates. Winning word tracks auto-promote into the AI's script weekly.
Fraud & Compliance 4 workflows
OFAC + Red Flag scans, user-role permissions, dealer-agreement review, compliance checklist with audit score.
Users & Roles
Role-based user management with per-rooftop scope.
Louie's Compliance
Missing-doc checker, OFAC / Red Flag scans, audit score.
Louie's Guard
Role permission matrix: owner / GM / sales_mgr / fi_mgr / salesperson / BDC.
Agreement Review
Paste any dealer agreement — AI returns obligations, rights, red flags, questions, key dates.
Coaching & Performance 10 workflows
Floor-manager AI coach, per-rep leaderboards, F&I manager scoreboard, service → sales handoff, CSI, trainer-with-completion, ML accuracy feedback loop.
Voice & Call Coaching
Call log with AI-drafted messages and coach buttons.
Sales Performance
Per-rep units / PVR / close leaderboard.
Salesperson Coaching
Team leaderboard with per-rep coach buttons.
Group Rollup
Multi-rooftop rollup with anonymized partner-dealer row.
Surveys / CSI
CSI score + responses + flagged low-score deals.
Louie's Numbers
TODAY / WTD / MTD tabs for units / gross / PVR / CSI.
Louie's Tower
GM view: units, gross, CSI, F&I PVR, tower alerts, dept rollup.
Louie's Service
Open ROs, efficiency, service → sales handoff pipeline.
Louie's Trainer
Training modules with completion rates and rep leaderboard.
Louie's Learn
Learning Management System — courses, quizzes, and certifications for sales staff.
Marketing & Agents 6 workflows
Ad copy generator, marketing-studio dashboard, widget embed, geo-fence builder, lead ROI by source, market-share by DMA.
Lead ROI
CPL / CPS / close-rate breakdown by source.
Market Share
DMA rank + share by segment vs named competitors.
Ad Generator
Facebook / Instagram / Marketplace ad variants per vehicle.
Marketing Studio
Campaign dashboard with AI insights.
Widget Embed
Customer chat widget snippet + install config.
Geo-Fence Builder
Radius / polygon / ZIP ad targeting with Census-backed reach estimator.
Integrations & Platform 3 workflows
Background agent monitor, DMS/CRM ingest bridges (Reynolds, CDK, Dealertrack, VinSolutions, ProMax, vAuto), upload hub for data onboarding.
Agent Monitor
Background agents with success-rate and recent-event feed.
DMS Ingest
Reynolds / Dealertrack / CDK / Tekion connector status.
Upload Hub
Integration health for ProMax, VinSolutions, vAuto, DealerSocket + upload log.
Reports & Accountability 15 reports NEW
Full-gamut PDF dealer reporting suite — operations recaps, accountability reports that name names, and executive scorecards. Each PDF includes charts, ranked tables, and a 4-sentence Louie-narrated executive summary with three specific recommended actions.
MTD Recap
Units, gross, F&I PVR, funnel and forecast pace for the current month.
YTD Recap
Year-to-date with YoY overlay, monthly grid, department breakdown.
Salesperson Ranking
Per-rep units / front / F&I / PVR / close% / demos / write-ups. Names named.
F&I Manager Ranking
PVR + 6-product penetration heatmap with group-avg threshold.
Wholesale P&L
Channel P&L (Manheim/ADESA/OVE/Direct/Trade) + unit detail + 12-mo trend.
Aged Inventory
Every unit by age, ACV, floor-plan/day, appraiser. 90+ flagged red.
Lead Source ROI
CPL / close rate / CPS / net ROI per source + 6-mo mix.
Dealer Health Score PDF
0–100 composite with 6 sub-scores vs peer benchmark + radar.
Group Rollup PDF
Multi-rooftop comparison, share-of-group, per-store ranking.
Money Losers
Every below-water unit. Salesperson, sales mgr, F&I mgr, appraiser. Real dollars.
Bad Trade Report
Trades aged 60+ or sold at loss. Per-appraiser pattern + dollar impact.
Buyer Scorecard
Per-appraiser net $ contribution. Top highlighted gold, bottom red.
Mini Deal Log
Every deal under threshold. Salesperson + approving manager named.
Chargeback Report
F&I cancellations by manager + reason mix. Silent killer surfaced.
Dead Lead Report
Dead leads by BDC rep + reason. Pattern of neglect before sales drop.