INVENTORY MATCH
Opportunity desk / pilot 01
Match policy lab

Maxie Price RV · manager workspace

Inventory arrives.
Buyers reappear.

Every new or traded RV gets a ranked customer list. Managers can assign the best opportunities for a personal video, staff follow-up, or the dealership's configured outreach workflow.

Try guest visit sheet Download guest visit sheet
Waiting assignment
03

video follow-up required

Exact matches
03

named floor plan found

Sale-ready units
02

synthetic inventory feed

Watch profiles
04

contact permission shown separately

100% exact matchSMS + EMAIL

Taylor Morgan

Unsold prospect · Owner: Jordan Lee

Recommended unit

2027 Forest River Flagstaff Super Lite

26DBUD · Stock 27028 · new

Price

$39,987

Category

Travel Trailer

Detected

Sep 14, 9:58 AM

Why this match surfaced

+100

Exact floor plan / model number

Customer named 26DBUD

customer
+14

Required layout / feature

bunkhouse

inventory
+14

Cash price

Within budget

inventory
+8

RV category

Travel Trailer

customer
+8

Preferred layout / feature

outdoor kitchen

inventory

Recommended follow-up

Manager assignment

Personal video brief

For Jordan Lee

  1. 1. Greet Taylor personally and show stock 27028.
  2. 2. Walk through the 26DBUD layout and show bunkhouse plus outdoor kitchen.
  3. 3. Keep it under 60 seconds and finish with one appointment question.

Outbound safeguard. The dashboard can save this workflow and assignment, but it cannot send an SMS, email, or video in the pilot.

Report: immediate2 destinations

Pilot architecture

Connection status

VinSolutions export bridge

Allowlisted report sync without CRM API

Code ready

Motility / website inventory

Read-only adapter still to connect

Synthetic

Twilio + dealership email

Dealer preference saved; production remains locked

Disabled
Synthetic reportcloud intake4 watch profiles3 ranked customers

Seeded demo state is ready for the first extension import. · 1 audit event · state v1

No VinSolutions API required

See what the bridge reads.

The public demo cannot upload files or reach a CRM. Its source report contains fake customers and deliberately excluded identity and financial columns.

Synthetic records only

Open the sample report to see the exact type of table the extension can read. Customer ID, salesperson, status, preferences, and consent are allowlisted. Credit and identity fields are excluded.

View synthetic CRM report
RV criteria lab

Build the wish.
See the why.

Try the RV-specific rules against two fictional units. This form holds no customer identity, saves nothing, and sends nothing.

Exact model or floor plan means a manager-list match—not an automatic text. A truck class label alone never proves towability.
GVWR weight bandsAny
Length bands (± one band included)Any
Required layouts and featuresAny
Preferred layouts and featuresAny

Live rule preview · synthetic only

How the two sample RVs rank

No CRM upload or message

Stock 27028

Flagstaff Super Lite 26DBUD

5

Not on manager list

  • Recent conversation: 0 days ago

Stock MP377

Paradigm 370FB

5

Not on manager list

  • Recent conversation: 0 days ago