Customers call over lunch, write on Messenger in the evening and leave voice messages when the service advisor is busy at the counter. The assistant takes the enquiry, confirms the car and the problem, offers a free slot from the shop calendar and books it, and the customer record in Tekmetric or Shopmonkey is updated with a description. Complex cases go to the technician.
Built for ISO 27001NIS2 DORA
In an auto repair shop, bookings are usually handled by one service advisor, who at the same time receives cars, issues invoices in Tekmetric or Shopmonkey and answers the phone. Calls that come in over lunch or while another customer is being served are missed, Messenger messages are read in the evening and nobody listens to voicemail. A customer who gets no answer books elsewhere. On top of that, a visit booked by phone often lacks the essentials: the exact model, engine, mileage and a clear description of the problem, so the technician cannot plan time and parts in the morning, and the service advisor types the same data into the shop software again.
The assistant is built on the Copilot Studio platform and works on your website, your Messenger account, Google Business Profile messages and voicemail: a message left by phone is transcribed and handled as a text enquiry. In the conversation it asks for the number plate, finds the car and earlier visits in the Tekmetric or Shopmonkey customer record (for a new customer it confirms the make, model and year), briefly describes the problem in the customer's own words and offers a free slot from the Microsoft Bookings calendar by the type and duration of work that you define (for example, an oil change takes one hour and diagnostics two). Once the customer confirms, the booking is written to Bookings, and the Tekmetric or Shopmonkey customer record gets a visit note with the problem description and the channel the enquiry came from. The service advisor sees the booking in the usual calendar next to those made by phone. The assistant does not handle price questions, warranty or unclear faults: it passes the technician a summary with the vehicle data and the customer's description and tells the customer that the technician will call. We connect to Tekmetric and Shopmonkey through their APIs, and to other shop software through an API or export, depending on the version; we choose the method after a check. The assistant and the calendar run in your Microsoft 365 tenant, and conversation data stays in your environment. If you do not have Microsoft 365 yet or need a migration to Microsoft 365, we do it before implementing the assistant.
Four steps from input to a record in your system, with human approval wherever there is risk.
The customer writes in the website chat window or on Messenger or Google Business Profile, or leaves a voice message, which is transcribed. The assistant recognises whether it is a booking, a status question or a price enquiry and starts the right conversation flow.
The assistant asks for the number plate and uses it to find the car and earlier visits in the Tekmetric or Shopmonkey record; for a new customer it asks only the missing questions: model, year, what they noticed. From the description it picks the type of work from your list and its set duration, so that the calendar reserves exactly as much time as needed.
The nearest free slots are offered from the Bookings calendar, based on lift or technician availability. When the customer picks one, the booking is written to Bookings, the customer receives a confirmation, and the Tekmetric or Shopmonkey customer record gets a visit note with the problem description and the channel. The service advisor sees the entry in the calendar with all the details.
Price questions, warranty cases or an unclear fault are passed to the technician with a summary and a link to the Tekmetric or Shopmonkey record, and the customer is told to expect a call. Every month we review the conversations the assistant did not complete and refine the flows and the list of services.
Conversation flows for bookings, status questions and handover to the technician, adapted to your shop's services and tone of voice, with Messenger and Google Business Profile messaging connected.
A tidied Bookings calendar with types of work, durations, lifts or technicians, and an integration with Tekmetric or Shopmonkey customer records through an API or export.
Messages from missed calls are turned into text and handled as enquiries, and the service advisor receives a summary with the customer's number and the car from the shop software.
A log of all bookings and handovers, a monthly review of what customers ask most often on Messenger and the website, and our support with a response from 30 minutes.
A Copilot Studio agent + Bookings calendar, Messenger and Google Business Profile messages, Tekmetric or Shopmonkey customer records through an API or export, depending on the version. We choose the platform by the task and by where your data may be located. Read more about this service and its limits on the service page.
It can quote only the standard prices that you have entered in the list, for example an oil change or tyre fitting. All other price questions, especially for repairs, it passes to the technician, because the price depends on an inspection.
Yes. We write the customer record and the visit note through the Tekmetric or Shopmonkey API. With other shop software we connect through an API, a file export or an e-mail flow, depending on the version. We choose the integration method after a check, and if there is no interface, the assistant works with the Bookings calendar and the service advisor copies the note over.
The first channel, usually the website and Messenger, with a Bookings calendar takes 2–4 weeks. From you we need a Microsoft 365 tenant, a list of services with durations, access to the Tekmetric or Shopmonkey customer records and answers to the questions customers ask most often.
Tekmetric or Shopmonkey holds everything: last inspection, insurance date, tyre season and mileage, but nobody has time to remind customers.
A customer sends a photo with the question "how much will this cost", and the technician spends half an hour paging through TecDoc and supplier…
An insurer form, an Audatex estimate, a manufacturer warranty claim, photos, parts invoices and the VIN: every case means an hour of paperwork and…
Mechanic notes on a scrap of paper, the service advisor's guesses and an invoice issued from memory in the evening.
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