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Numa
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Tool Introduction:Boost dealership operations with AI: manage ROs, book appointments, DMS.
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Inclusion Date:Nov 09, 2025
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Tool Information
What is Numa AI
Numa AI is an automotive-focused generative AI platform built to elevate dealership service operations and customer experience. Its AI agents autonomously manage repair orders (ROs), answer inbound calls, schedule service appointments, and deliver real-time status updates via SMS or voice. Through deep DMS integration and calendar syncing, Numa AI coordinates technician capacity, reduces hold times, and keeps customers informed without manual follow-up. The result is smoother service drive workflows, higher booking conversion, and stronger loyalty across every touchpoint.
Main Features of Numa AI
- Autonomous RO Management: Creates, updates, and tracks repair orders, linking notes and approvals to the correct job in your DMS.
- AI Call Answering: Answers and routes calls, captures intent, books appointments, and handles FAQs 24/7 to reduce missed calls.
- Service Appointment Scheduling: Syncs with calendars and capacity to offer accurate time slots and balance technician workload.
- Real-Time Status Updates: Sends proactive SMS/voice updates on check-in, diagnostics, parts arrival, approvals, and vehicle-ready notifications.
- DMS and CRM Integrations: Connects to dealer systems to read/write data, maintain data integrity, and personalize communications.
- Omnichannel Engagement: Works across phone, text, and web forms, keeping a unified conversation history for each customer.
- Approvals and Payments: Collects digital approvals and can trigger payment flows to speed up RO cycle time.
- Analytics and Reporting: Tracks KPIs such as call containment, appointment conversion, RO throughput, and CSI-impacting metrics.
- Escalation to Staff: Hands off complex cases to advisors with full context to preserve continuity and reduce rework.
- Compliance and Security: Supports consent management, audit logs, and role-based access aligned with dealership requirements.
Who Can Use Numa AI
Numa AI is designed for car dealerships, including franchise and independent stores, dealer groups, and fixed ops teams. Service managers and advisors use it to streamline the service drive, while BDC teams leverage automated call handling and appointment setting. Operations leaders apply its analytics to optimize capacity and staffing. It also suits body shops and service centers seeking faster customer updates and higher appointment conversion.
How to Use Numa AI
- Connect Systems: Integrate Numa AI with your DMS/CRM, phone system, calendars, and messaging channels.
- Configure Policies: Define store hours, service menus, loaner rules, pricing guidelines, and escalation paths.
- Import Data: Sync customer, vehicle, advisor, and technician capacity data to enable personalization and accurate scheduling.
- Train and Test: Provide dealership FAQs, scripts, and intents; validate responses and booking flows in a sandbox.
- Go Live: Route calls and web inquiries to AI agents, enable automated status updates, and set advisor handoff rules.
- Monitor and Optimize: Review analytics, fine-tune prompts and policies, and expand use to additional departments or stores.
Numa AI Use Cases
- Service Drive Automation: Book appointments, send reminders, and manage day-of updates without tying up advisors.
- BDC Call Containment: Handle inbound volume, reduce hold times, and recapture missed calls after hours.
- RO Status Communication: Proactive approvals, parts ETA notifications, and vehicle-ready alerts via SMS/voice.
- Multi-Store Dealer Groups: Standardize processes, share capacity, and gain cross-store reporting.
- Recall and Campaign Outreach: Automate scheduling for campaigns while maintaining CSI-friendly communication.
Pros and Cons of Numa AI
Pros:
- 24/7 AI call answering and scheduling reduces missed calls and hold times.
- Deep DMS integration enables accurate RO management and personalized updates.
- Capacity-aware booking aligns appointments with technician availability.
- Proactive SMS/voice updates improve transparency and customer satisfaction.
- Analytics reveal conversion gains and operational bottlenecks.
Cons:
- Results depend on data quality and depth of DMS/CRM integration.
- Complex edge cases still require advisor escalation and oversight.
- Change management is needed to align staff with AI-driven workflows.
- Initial configuration and policy tuning may take time for multi-store groups.
FAQs about Numa AI
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How does Numa AI integrate with my DMS?
It connects via supported APIs to read/write RO data, appointment slots, customer records, and notes, maintaining data integrity.
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Can it operate after hours?
Yes. AI agents handle calls and messages 24/7, booking appointments and sending updates even when the service drive is closed.
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Does Numa AI replace service advisors?
No. It automates routine tasks and FAQs, then escalates complex issues to advisors with full context.
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What channels are supported?
Phone, SMS/text, and web forms, with a unified conversation history for seamless follow-up.
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How quickly can we get started?
After integrations and policy setup, most dealerships can pilot within a short implementation window and expand in phases.
