Vehicle status requires repeated checking
Sales, purchasing and administration may hold different pieces of the same vehicle record. Bring agreed availability, allocation and document information into a consistent view.
Automobile dealers and distributors
Build the missing links in your dealership operations.
Connect the work around your dealer management, distribution and accounting systems. Delegate.ai configures or builds modules for your requirements and introduces AI digital workers to coordinate vehicle availability, purchasing, documentation, follow-up and finance exceptions across the agreed business processes.
Across your network•••
Business application
Dealer operations
Stock availabilityChecked
Vehicle transferProposed
Finance handoffFor review
Business rules & approvals Connected
AI digital workerDealer Operations Persona
Your existing ERP Delegate.ai
Illustrative workflow · Connect the work around every vehicle
See the connected handoffs
Where we help
Extend the systems your teams already work with.
Dealerships and distributors have different processes, system constraints and manufacturer relationships. Start with a defined gap, such as vehicle allocation visibility or a document approval process. We map the requirements and build the software and digital-worker responsibilities around that agreed scope.
Handover steps depend on personal follow-up
A transaction can stall while teams chase documents, approvals or confirmation from another department. Define the required steps and make incomplete actions visible to their owners.
Groups coordinate across separate operations
Branches, distribution teams and parts operations may use different records and practices. Connect the selected processes while preserving the access and responsibilities each operation requires.
The software your business needs
Build around the way you operate.
Use relevant industry applications, connect existing systems, and configure or build additional modules for the gaps in your operation.
01
Vehicle availability and allocation
Build a shared view from agreed stock and order records, with allocation requests and changes following defined authority.
02
Order and delivery coordination
Track the business steps between a confirmed order and handover, including outstanding documentation and internal approvals.
03
Purchasing and supplier follow-up
Organise purchase requests, expected receipts and supplier responses around your existing procurement and distribution arrangements.
04
Parts and stock workflows
Connect selected parts requirements, stock movements and replenishment actions, with item mappings and inventory controls agreed upfront.
05
Documents and approvals
Build requirement-specific checklists and review flows for transaction documents, internal requests and authorised exceptions.
06
Finance exception management
Prepare reconciliations and follow-up for agreed transaction records, with unresolved differences assigned to the responsible team.
AI digital workers · Personas
Give everyday work
a capable new teammate.
Illustrative roles show how responsibilities can be assigned. The actions, permissions and approval points are defined around your processes.
Sales Operations Coordinator
Helps teams track the administrative work around an order.
- Check agreed vehicle and order information.
- Identify missing documents and incomplete handovers.
- Follow up the next action with its designated owner.
Inventory Coordinator
Supports visibility and follow-up across selected stock workflows.
- Compare requirements with available stock records.
- Prepare allocation or replenishment requests for review.
- Flag inconsistent status information for investigation.
Finance Reconciliation Analyst
Prepares transaction checks and organises finance exceptions.
- Apply the agreed matching rules to available records.
- Prepare differences with supporting transaction references.
- Track responses and route proposed adjustments for approval.
A process in action
An example: preparing an order for vehicle handover
An illustrative workflow to be designed around your dealer systems, documentation requirements and approval rules.
Sales team
Confirm the order
The sales team confirms the order and the vehicle reference using the established business process.
STEP 01 / 04Sales Operations Coordinator
Check readiness
The digital worker checks the agreed checklist and identifies missing documents or internal confirmations.
STEP 02 / 04Authorised departments
Resolve and approve
Responsible teams complete their actions and approve any exceptions within their authority.
STEP 03 / 04Handover team
Prepare the handover
The completed checklist is presented to the responsible person for the final release decision.
STEP 04 / 04Illustrative workflow
Connected to your business
Scope the connections around your actual systems.
We first establish which dealer management, accounting, inventory or distribution records can support the selected workflow. The module design then defines source records, permitted actions and handovers, including any steps that remain with people.
- Map vehicle, order, customer and item references.
- Define branch access and record ownership.
- Keep allocation, financial and release approvals explicit.
Your existing systemsERP · operational applications · data
Industry software · new modules · Personas Your rules. Your approvals. A visible record.
Good questions
Let’s make it practical.
Is this a ready-made replacement for our dealer system?
The approach described here is to configure or build solutions for your requirements. Existing dealer systems can remain in place while selected gaps and coordination problems are addressed.
Can we start with one branch or process?
Yes. A focused process provides a clear scope for agreeing records, responsibilities and approvals before considering broader coverage.
Can a digital worker release a vehicle or change an allocation?
Those actions follow the authority you define. The worker can prepare checks and requests, with final release or allocation approval retained by designated staff.
Let’s put it to work
Discuss your dealership or distribution workflows.
Tell us which system gap, approval process or manual handover you want to address first.