Set the rules once. Keep the right deals moving.

Automatic is the primary operating mode. The dealership sets its criteria once, then eligible work moves continuously without routine person-by-person release. Shadow is optional testing, Draft is an optional dealership policy, and anything outside the rules self-stops as an Exception with the exact reason.

Exact-lineage opportunities at explicitly certified rooftops. Opportunity Flow revalidates the source, physical unit, safety state, active owner, collisions, disclosure, consent, channel, local time, and contact frequency. Depending on the dealer policy it records Shadow, prepares Draft, or opens and sends an Automatic DealRoom. The manager queue remains a canary and exception surface; it is not a release requirement.

Only in Automatic mode at an enabled rooftop, and only when the dealership's action policy plus every required consent, approved channel, local send time, frequency, ownership, inventory, collision, and evidence gate passes at action time. One failure creates a Not sent Exception.

Shadow is optional testing: Opportunity Flow evaluates and records the receipt but never contacts the customer. Draft is an optional dealership choice for a policy category that should prepare a private Passport and wait. Neither is a mandatory step before Automatic work.

The exact rule that stopped the action, the trigger, selected unit and fit, verified and unknown facts, owner, and a Not sent delivery state. An Exception cannot silently route around the failed guardrail.

Yes. The manual builder remains for a known customer-and-unit edge case. It is not the primary operating model and it does not turn Automatic mode into a standard release queue.

No. Rank prioritizes a supported evidence match. It is not verified economics, a credit result, approval, a reservation, a final payment, or a prediction that the customer will buy.

DealPassport is the durable purchase-plan record. DealRoom can carry labeled listed pricing, a verified AutoPencil illustration, or dealership terms. The evidence label and action-specific disclosure tell the customer what kind of number they are seeing. A payment illustration is not a credit approval or final contract.

No. Manager permission to share is a review decision. Approved is a later economic evidence stage. Creating or rotating a customer link never advances the evidence stage by itself.

No. Dealer-owned customer evidence, available inventory, and customer-safe source facts form the evidence boundary. Unknown payoff, incentive, credit, lender, and executable payment data remains missing until a trusted source supplies it. Missing required evidence becomes an Exception, not a guess.

One to three distinct physical units. This keeps the decision useful without turning the plan into another inventory search result page.

Yes—when verified calculation evidence is available. They can change a target payment, down payment, term, purchase-price request, or their own trade estimate and see the visual numbers change beside OliviaAI's plain-language explanation. Preview does not write a deal. Submitting a meaningful scenario creates a versioned customer request or an exact dealer Exception.

DealerCRM does not pretend it can approve it. The DealRoom saves what the customer tried, the verified result or missing evidence, the remaining gap, and the exact stop reason. The assigned owner and configured exception recipients receive a separate staff alert, and the room appears under Needs attention for a dealership response.

Yes. Inside exact verified price authority, Opportunity Flow can return a complete revised price offer automatically; otherwise an authorized person can respond with new terms, a public explanation, or a typed condition. Customers can deliberately open the existing secure credit-application or trade-details/photo flow. Deposit, confidential document, and new dealership-photo requests remain staff steps until their protected completion flows exist. Private internal notes never enter the customer view.

The dealer publishes a bounded rate rule by program, term, vehicle condition, and allowed spread. It becomes usable only after a durable qualifying provider result proves the approved amount, term, buy rate, consent lineage, and expiration. The customer sees only the eligible sell APR and resulting payment. Buy rate, spread, reserve, and internal margin never enter the public DealRoom.

DealRoom has its own versioned disclosure system, separate from printed AutoPencil disclosures. Platform-required language and the dealership's rooftop-specific language are combined for the exact action—view, scenario, offer, counter, acceptance, condition, or conversation—and the resolved version and hash travel with that customer-visible record.

Yes. DealRoom Activity shows active rooms and open exceptions with the customer, unit, current number summary, latest material event, and store-local time. Authorized staff can take over immediately; that state pauses automatic customer messages. They can later release the room back to OliviaAI after the current policy is rechecked.

They can select an offered unit, update safe facts, work through visual scenarios, converse with OliviaAI, submit a counter, accept or decline the current open proposal, and request a person. They cannot add inventory, advance an evidence stage, approve credit, reserve a unit, alter identity, set buy rate, or view internal dealership data.

Every mutation carries the version the editor saw. If a teammate or customer has already created a newer version, DealerCRM rejects the older write and asks the person to reload instead of silently overwriting the new work.

DealerCRM rechecks the authoritative inventory record before a link is created, whenever the customer opens the plan, and again before accepting a selection. A sold, booked, stale, or otherwise non-offerable unit is marked unavailable and cannot be selected. The historical snapshot remains in the evidence record; the dealership can archive the plan and prepare a new reviewed path.

DealPassport itself and the evidence model are designed for every unit-dealership vertical. The automatic canary is enabled only where that rooftop's inventory identity, source lineage, safety state, owner, and vertical data have been certified. The cross-vertical examples on this page are synthetic target workflows, not a claim of universal current data coverage.

The graduation metric is incremental retail units per 100 eligible opportunities using an immutable holdout comparison and the same delivered-deal source for both groups, segmented by store and vertical. The current high-confidence canary records workflow events such as drafts, shares, customer choices, fact updates, and contact requests; DealerCRM does not present those diagnostics as causal sales lift.