Automatically customizes and presents F&I products to customers based on their vehicle purchase, credit profile, and preferences to maximize product attachment rates and increase per-deal profit.
Customer completes vehicle financing approval and enters F&I office
Each node represents an automated step. Connections show how data and decisions move through the workflow.
Detailed explanation of each automated stage in the workflow.
Customer's financing is approved and they are ready for F&I product presentation. System captures customer and vehicle details from the deal jacket.
Pull customer's credit score, payment history, and financing terms to determine appropriate product recommendations and pricing tiers.
Create customized F&I product presentation based on vehicle type, loan amount, customer credit tier, and historical purchase patterns from similar customers.
Determine if customer is high-value prospect for premium products or requires basic coverage options based on creditworthiness and vehicle value.
Display interactive presentation with recommended warranty, GAP insurance, and protection products with personalized pricing and payment options.
Automatically update deal structure with selected F&I products, recalculate payments, and generate updated contracts for signature.
Generate final contracts, product agreements, and compliance documentation while updating customer record with purchased products and future service touchpoints.
Operator Academy teaches you how to implement AI automation workflows like this one step-by-step — no coding required.
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