Pinpoint dealership sales tools

Reviewed 1d ago.

• tools: 18 tools scanned
• metadata: scanned

No findings.

Tools (18)

• check_appointment_ask

  Deterministic check of one appointment ask on a sales call using six fixed text-pattern rules: day, clock time, holding the time, confirmation question, naming what the customer asked about or promising it ready, and follow-up. Returns a structured score, per-part flags and fixes, and a fixed template example that reuses a detected day and time or supplies sample values when absent. Runs without an AI model. Use this for repeatable rule-based scoring; use review_appointment_ask for contextual AI feedback and a tailored rewrite.

• check_follow_up_text

  Checks a sales follow-up text message against eight practices: identifies the sender and company, refers to what the customer asked about, one question at most, a specific next step, no price or payment or discount, an easy way out, two segments or fewer, no all-caps urgency. Returns what passed, what failed and why.

• call_recording_consent

  Whether one party or every party must consent before a phone call is recorded in a US state, the statute, a note for sales teams, and the greeting, outbound and text notices to use on your calls. All 50 states and DC. General information, not legal advice.

• ai_caller_disclosure

  What a US state requires when an automated or AI voice assistant answers a sales team's missed calls or places an approved outbound call: the AI disclosure rule, the consent rule for automated calls, the statute, the federal baseline, and what the assistant should say. All 50 states and DC. General information, not legal advice.

• follow_up_cadence

  The follow-up sequence for a sales situation (new web lead, missed inbound call, unconfirmed appointment, no-show, quote without an appointment, pricing question without a meeting, text thread gone quiet, new customer first week): the starting event and each step's timing, channel, purpose, message with the names filled in, and the reply that stops it. Use startLabel to anchor the sequence; a step's whenLabel takes precedence over its retained legacy day value.

• roleplay_card

  A practice card for a sales roleplay: a customer type (twelve, from the price shopper to the callback who went quiet) and an objection (eight, from "I need to think about it" to "just email me the numbers"): the customer's opening line, what they want and fear, their tells, the objection as the customer says it, the rep's goal, what a strong answer sounds like, and the feedback checklist.

• crm_note_checklist

  What a complete CRM note carries after a sales call or text thread, in five sections, with an example of a strong note and the lead statuses that mislead managers.

• call_scorecard

  The eighteen-item pass-or-fail scorecard for a sales call, in five groups (open, discovery, the ask, control, close and record), with the scoring rules and the four-minute review method.

• conversation_signals

  The 40 moments in a sale worth acting on, in six groups (buying signals, appointment handling, follow-up gaps, coaching moments, record gaps, agent handoffs). Without a signal, returns the list; with a signal slug, returns what it sounds like, why it matters, what to do next, how to coach it and how to practice it.

• dealership_glossary

  Plain definitions of the 92 terms in the Pinpoint sales conversation glossary, from appointment set rate to speed to lead and quiet hours. Accepts a term's other names too. Returns the matching term, or the closest matches.

• review_appointment_ask

  Uses the configured AI assistant to review one appointment ask from a sales call in context. Returns prose with a verdict, present and missing parts, a tailored rewrite in the rep's voice, and one coaching line. Choose this for phrasing and coaching; use check_appointment_ask for deterministic six-part scoring and a fixed template example. Available only when an assistant provider is configured.

• write_follow_up_texts

  Writes two follow-up texts for a sales situation you describe: under 300 characters, names the rep and company, one question, a way out, no price, payment or discount.

• rewrite_follow_up_text

  Checks a follow-up text against eight practices and rewrites it to pass them.

• score_crm_note

  Scores a CRM note written after a sales call or text thread against what a complete note carries, and rewrites it complete with brackets for missing facts.

• score_call

  Scores a sales call transcript, notes or summary against the eighteen-item sales call scorecard: pass, fail or not observable per item with evidence, and a coaching note.

• tailor_follow_up_cadence

  Rewrites every step of a situation's follow-up cadence for the customer you describe, keeping the days, times and channels.

• answer_recording_question

  Answers a sales manager's question about recording phone calls in one US state from the state's consent entry. General information, not legal advice.

• answer_ai_caller_question

  Answers a question about an automated or AI voice assistant answering missed calls or placing approved outbound calls in one US state, from the federal baseline and the state entry. General information, not legal advice.