Case studyAutomationProtecto SaguenayAutomotive detailing
Protecto: AI serving customer and operational experience.
Develop a centralized platform to replace an aging CRM, integrating an intelligent web booking system and an AI agent, optimizing operations management.
Manual booking management caused double bookings and underutilized slots. Communication between sales and workshop was ineffective, and the company lacked centralized data to analyze performance and optimize product stocks.
Solution
We designed and developed a custom application that centralizes client, service, and scheduling management. The solution includes an online booking module and an AI conversational agent that qualifies requests and automatically schedules appointments, respecting workshop availability. The system synchronizes all information in real time, offering a 360° view of operations and generating precise statistics for decision-making.
Inside the solution
Interfaces designed for everyday work.
Swipe to explore
Guides
The coming day
The calendar
The online form
Explore the solution
One solution. Several possibilities.
Select a feature to explore its steps below.
Smart Booking by AI Agent
A conversational agent qualifies client needs and autonomously schedules appointments in the workshop calendar.
Step 1user_input
Qualification of the need
A client interacts with the AI agent via chat. The agent asks targeted questions to understand the type of vehicle and the desired service.
ClaudeAPI
Step 2automation
Availability check
Connected in real time to the CRM, the AI agent consults the workshop calendar to identify available slots matching the requested service duration.
ClaudeAPICRM
Step 3system_action
Appointment booking
The client selects a time slot. The AI agent confirms the selection and instantly creates the appointment in the central system, assigning it to an available technician.
ClaudeAPICRM
Step 4communication
Automated confirmation
Once the appointment is created, the system automatically sends a confirmation email to the client with all the details of their booking.
CRMEmail
Conclusion
What the automation changes in practice
We designed and developed a custom application that centralizes client, service, and scheduling management. The solution includes an online booking module and an AI conversational agent that...
