Demonstration workspace — every record is sample data. Mock connectors only; no live DMS or Google account is connected.

Communications

Consent-aware outreach, plain-language templates and a support queue so nobody falls through the cracks.

Messages logged

6

Open cases

3

SMS consent

8

Email consent

11

Compose

Consent is checked before anything is queued

Templates

Respectful by default — no pressure language, no shaming

  • Friendly payment reminder

    SMS

    Hi {first}, this is DriveBridge. Your {amount} payment is due {date}. Reply here if anything changed — we'd rather plan with you than surprise you.

  • Missed payment check-in

    Call

    Called {first} about the missed payment. Asked what changed, offered a catch-up plan, documented the date and amount they chose.

  • Document request

    Email

    Hi {first}, to finish your approval we still need: {docs}. A clear phone photo works. Reply to this email and we'll confirm the same day.

  • Service reminder

    SMS

    Hi {first}, your {vehicle} is due for service at {miles} miles. Want us to hold a Saturday slot?

  • Delivery thank-you

    Email

    Congratulations {first}! Here's your paperwork summary, your first payment date, and the direct line to your account rep.

Support cases

4 records
CaseCustomerCategoryPriorityStatus
DEMO: Check engine light after purchaseTasha BrooksServiceHighOpen1969-12-20 · Ben Okafor
DEMO: Missing income documentsAngela OdomDocumentsNormalWaiting on Customer1969-12-29 · Priya Nandan
DEMO: Title paperwork statusOmar HaddadTitleLowResolved1969-12-04 · Sandra Pike
DEMO: Payment arrangement requestDarnell WhitfieldPaymentHighOpen1969-12-23 · Curtis Webb

Conversation history

6 records
CustomerChannelDirectionSubjectBy
1969-12-26Marisol VegaSMSOutbound

Payment reminder

DEMO: Hi Marisol — a friendly reminder that your $214 payment is due Friday. Reply HELP if you need options.

Curtis Webb
1969-12-26Marisol VegaSMSInbound

Re: Payment reminder

DEMO: Thanks! Paying Friday after my shift.

Marisol Vega
1969-12-08Darnell WhitfieldCallOutbound

Past due check-in

DEMO: Discussed hardship, set up two-payment arrangement. No pressure language used.

Curtis Webb
1969-12-29Angela OdomEmailOutbound

Documents needed to finish your approval

DEMO: We need your two most recent pay stubs and proof of insurance to complete the file.

Priya Nandan
1969-12-31Nia FosterSMSOutbound

Appointment confirmation

DEMO: You're confirmed for Saturday at 11:00 at Southgate. Ask for Tomas.

Tomas Reyes
1969-12-20Tasha BrooksNoteOutbound

Service notice

DEMO: Customer advised of upcoming 90k service and loaner availability.

Ben Okafor