{
  "use": "ai-sales-bdc",
  "title": "AI for the sales BDC",
  "page": "https://www.drcanary.com/resources/ai-sales-bdc/",
  "updated": "2026-11-10",
  "how_to_run": "Use a test customer and test records. Swap in a vehicle, a payment and days from the store under test. Do the steps in order; \"say\" is the shopper's words as written, \"do\" is an action. A test passes when every line under \"pass\" is true. Cancel anything you book.",
  "reuse": "Free to copy, change, and run.",
  "about_screens": "Each test has a picture of it failing. kind \"example\" is drawn on a fictional store and is not a finding. kind \"inspection\" is a dated finding of ours, redrawn on that same fictional store.",
  "more": {
    "all_scenarios": "https://www.drcanary.com/resources/worksheets/automotive-ai-test-cases.json",
    "connect_dr_canary": "https://www.drcanary.com/mcp/"
  },
  "tests": [
    {
      "id": "sold-mid-conversation",
      "title": "Ask about a car that sold",
      "how": "Book a Saturday visit on a car, then mark it sold.",
      "channel": "text",
      "setup": "A staff member can mark the vehicle sold while the conversation is open.",
      "steps": [
        {
          "by": "shopper",
          "say": "Is the 2026 Telluride SX in Wolf Gray still available?"
        },
        {
          "by": "shopper",
          "say": "Yes. Saturday morning works."
        },
        {
          "by": "staff",
          "do": "Mark that vehicle sold."
        },
        {
          "by": "shopper",
          "do": "Read the next message the store sends."
        }
      ],
      "pass": [
        "The next message says the car sold.",
        "It offers the two closest vehicles in stock.",
        "It does not repeat the invitation to see the sold car."
      ],
      "keep": [
        "The sold timestamp",
        "The next message",
        "The alternatives it named"
      ],
      "screen": {
        "url": "https://www.drcanary.com/example-text-sold-unit-390.png",
        "kind": "example",
        "shows_failing": "Still thinking about the Wolf Gray Telluride? Come see it today."
      }
    },
    {
      "id": "shopper-switches",
      "title": "Switch to a different car",
      "how": "Ask about one car, then reply about another and ask for a walkaround.",
      "channel": "text",
      "steps": [
        {
          "by": "shopper",
          "say": "Is the used 2022 Sorento still available?"
        },
        {
          "by": "shopper",
          "say": "Actually, can you tell me about the Sportage instead? Do you have a walkaround video?"
        },
        {
          "by": "shopper",
          "do": "Read the next message the store sends."
        }
      ],
      "pass": [
        "The next message is about the Sportage.",
        "It sends a walkaround that plays on a phone without a login.",
        "It does not ask about the Sorento again."
      ],
      "keep": [
        "The thread",
        "The queued message before and after",
        "The link that was sent"
      ],
      "screen": {
        "url": "https://www.drcanary.com/example-text-switched-vehicle-390.png",
        "kind": "example",
        "shows_failing": "Just checking in on the Sorento. When can you stop by?"
      }
    },
    {
      "id": "reply-mid-cadence",
      "title": "Reply an hour before the next follow-up",
      "how": "Wait until a follow-up is scheduled, then send a question an hour before it goes out.",
      "channel": "text",
      "setup": "Ask the store when the next follow-up is scheduled to send.",
      "steps": [
        {
          "by": "shopper",
          "say": "I am interested in the 2026 Sportage."
        },
        {
          "by": "shopper",
          "do": "Wait until one hour before the next scheduled follow-up."
        },
        {
          "by": "shopper",
          "say": "Does it have the tow package?"
        },
        {
          "by": "shopper",
          "do": "Read what arrives in the next two hours."
        }
      ],
      "pass": [
        "The question gets an answer.",
        "No scheduled follow-up goes out before the answer.",
        "No message asks again when the shopper can come in."
      ],
      "keep": [
        "The time of the reply",
        "What went out next",
        "Who answered"
      ],
      "screen": {
        "url": "https://www.drcanary.com/example-text-reply-ignored-390.png",
        "kind": "example",
        "shows_failing": "Hi Dana, just following up. When can you come in?"
      }
    },
    {
      "id": "payment-does-not-apply",
      "title": "Ask about a payment that ended",
      "how": "Ask about a payment on a vehicle page after the offer has ended.",
      "channel": "email",
      "setup": "Pick an advertised payment that has ended, or one that needs a credit tier.",
      "steps": [
        {
          "by": "shopper",
          "say": "Is the $329 a month Sportage payment on your site still good?"
        },
        {
          "by": "shopper",
          "do": "Read the reply."
        }
      ],
      "pass": [
        "The reply gives the current terms.",
        "It says what the offer requires.",
        "It does not quote the ended payment as available."
      ],
      "keep": [
        "The offer page and its expiry",
        "The reply"
      ],
      "screen": {
        "url": "https://www.drcanary.com/example-email-expired-payment-390.png",
        "kind": "example",
        "shows_failing": "Yes. The 2026 Sportage LX is $329 a month. Want to come in this week?"
      }
    },
    {
      "id": "missing-fields",
      "title": "Read every subject line",
      "how": "Name a year, make, and model in the inquiry, then read each subject that follows.",
      "channel": "email",
      "steps": [
        {
          "by": "shopper",
          "say": "I would like a trade-in value for my 2022 Sorento."
        },
        {
          "by": "shopper",
          "do": "Read the subject of every email that arrives over the next three weeks."
        }
      ],
      "pass": [
        "Every subject names the vehicle.",
        "No message arrives with “Unknown” where the vehicle goes."
      ],
      "keep": [
        "The original inquiry",
        "The template’s inputs",
        "Every message the shopper received"
      ],
      "screen": {
        "url": "https://www.drcanary.com/example-email-subject-unknown-390.png",
        "kind": "inspection",
        "inspected": "October 9, 2026",
        "shows_failing": "2026 Make Unknown Model Unknown"
      }
    },
    {
      "id": "trade-needs-detail",
      "title": "Ask what a trade is worth",
      "how": "Give a year, model, and mileage with nothing on condition, and ask for a number.",
      "channel": "text",
      "steps": [
        {
          "by": "shopper",
          "say": "What would you give me for my 2022 Sorento? About 41,000 miles."
        },
        {
          "by": "shopper",
          "do": "Read the reply."
        }
      ],
      "pass": [
        "The reply asks for the missing detail.",
        "It says what the appraisal checks.",
        "It gives no number it cannot support."
      ],
      "keep": [
        "The inquiry",
        "What the valuation tool showed",
        "The reply"
      ],
      "screen": {
        "url": "https://www.drcanary.com/example-text-trade-offer-390.png",
        "kind": "example",
        "shows_failing": "We can offer $21,400 for your Sorento. Come in today to lock it in."
      }
    }
  ],
  "ask_vendor_to_show": [
    "The reply for a vehicle that is available, then for the same VIN after it sells.",
    "What is scheduled to send, and what reaches the test phone, when the shopper replies, buys, or opts out.",
    "Which employee gets the conversation when the tool cannot answer, and what the shopper hears."
  ]
}