Service Upsell Agent
The phone buzzes with what’s actually due. The yes lands on the appointment.
Minutes after a customer books, Numa sends one text with the factory maintenance and open recalls for their exact VIN. Every yes writes back onto the DMS appointment, so your advisors open a write-up that’s already answered.
Writes back to CDK, Reynolds & Reynolds, PBS and Dealertrack.
AA
Acme Acura Service
Today 11:05 AM
You’re all set for Thursday at 9:40 AM. 2021 Acura MDX, oil & filter and tire rotation.
While it’s in, Acura’s schedule says a few things are due, and there’s an open recall on your VIN.
Your visit plan
3 items due, 1 open recall
Tap to review
Engagement
Sent
Opened
Answered
ON DMS · RO DRAFT #48812
Brake fluid exchange
Added by customer, 7:14 PM
Open recall: fuel pump
On the appointment, no cost
Per-VIN
Not a blast list. Maintenance and recalls decoded for this car, this visit.
Zero
Advisor labor between the text and the DMS appointment.
One text
Per visit, about the customer’s own car.
Day one
Engagement telemetry on every offer: sent, opened and answered.
Booking is a conversion moment. We keep it that way.
Most scheduling tools stack menus, recalls and declined work into the booking flow. Every extra screen stands between the customer and a confirmed appointment, and nobody sees the ones who leave. Numa locks the appointment first, then makes the offer when nothing is at risk.
The usual way, during booking
Menus and recalls show up before the appointment exists
Every added screen is a chance to abandon
The customer wants a time, and gets a catalog
The same rules-driven list for every VIN
The advisor rebuilds it all at write-up anyway
Numa, minutes after booking
The appointment is locked first, so nothing is at risk
The customer reads it later, off the clock, on their phone
Decoded for this VIN and this visit
One text, riding the confirmation
Every yes is on the appointment before the car arrives
Appointment lifecycle
Four stations, and no advisors between them.
The demo
Tap the phone and watch the write-up fill itself in.
Everything the customer picks lands on the advisor’s screen before the car arrives, including what they passed on, so nobody re-pitches it at the counter.
Built from the car, not from a menu.
Every offer is built for one vehicle and one visit, using only what the data can back up, like a 36-month brake fluid interval or an open recall. Wear calls stay with your technicians, on the car, where they belong.
Factory schedule
OEM maintenance intervals by time and mileage for the exact trim and drivetrain.
Service history
Every visit and every line on the RO, so the offer knows what was done and when.
Open recalls
Decoded for the VIN and shown next to what’s due, at no cost to the customer.
One list for this visit
2021 Acura MDX, 47,180 mi
Factory schedule
Factory schedule
Service history
Open recall
Left off the list
Oil & filter
Already booked
Tire rotation
Already booked
4 offered, 2 left off, 1 text.
Open recalls ride along. The customer sees them next to what’s due, and your store is the one that surfaced them.
The rules
Restraint keeps the channel alive
When every appointment comes with a pitch, customers stop reading by the third visit. The agent follows rules that protect the relationship first, and it tracks every offer from the day you go live, so you always know how the channel is doing.
01
One text per visit
The offer rides along with the appointment confirmation, and if the customer ignores it, that's the end of it.
02
Never what’s already booked
Every item is checked against the appointment, so nothing already scheduled ends up in the text.
03
A short list
The text only includes what's due for this car, because a short list feels considered and a long one feels like a sales pitch.
04
Quiet is allowed
If nothing on the car is due, nothing gets sent, and that's a perfectly good outcome.
05
A no is respected
A declined item is saved for a future visit instead of coming back tomorrow as a follow-up.
06
No safety theater
Urgent language is reserved for things that are actually urgent, like an open recall, and never used to dress up a cabin filter.
No new workflow for your advisors to learn.
The agent works around your team, not through it. Advisors see engagement on a read-only panel and can quick-add anything the customer passed on, right from the write-up screen.
Writes back to
CDK
Reynolds & Reynolds
PBS
Dealertrack
Writes back to the DMS
Every answer lands on the appointment. Nothing to rekey and no second system to check.
Quick-add on the write-up
If the customer changes their mind at the counter, a skipped line is one tap away.
Engagement on every offer
Sent, opened and answered, visible to the advisor before the car pulls in.
Nothing is lost
A rejected line returns to the pool and waits for the next visit.
What a yes is worth
Run the math on your store
Numa is the AI Operating System for dealerships
1,400+
Rooftops
1B+
Calls, texts, and chats handled
4M+
Appointments booked
90%
DMS coverage
Partnered with some of the top OEMs in the industry, and growing
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#1 in Automotive AI. Inc. 5000 four years straight. Fast Company World’s Most Innovative Companies 2026, Top 10 in Automotive.