Built for heavy equipment dealers, agricultural machinery, construction, and powersports. See how AI transforms service operations, parts management, and equipment sales.
Ask questions in plain English. The AI queries your databases, runs reports, sends emails, and builds dashboards — all from a single chat window.
Ask "Show me all excavators with service hours over 5,000 that haven't been inspected this quarter" and the AI writes the SQL, runs it against your DMS, and shows the results in an interactive table.
The agent can query databases, send emails, create workspaces, call external APIs, manage campaigns, generate reports, and more — automatically choosing the right tool.
Each agent is pre-configured for Service, Parts, Sales, or Rental departments with role-specific prompts, tool access, and data permissions.
Results come with sortable tables, inline charts, CSV export, and clickable drill-down links. Click a location name to instantly see its full profile.
Show me all equipment units with service hours overdue for PM this month
Found 14 units overdue for preventive maintenance this month:
| Model | Serial # | Hours | PM Due | Status |
|---|---|---|---|---|
| CAT 320 Excavator | CAT0320-7842 | 5,240 | 12 days ago | Overdue |
| Deere 625BC Dozer | JD625BC-3391 | 3,890 | 5 days ago | Overdue |
| Kubota SVL97-2 | KBT97-20156 | 2,100 | 3 days ago | Overdue |
| Polaris RZR Pro XP | POL-RZR-8844 | 670 | 18 days ago | Overdue |
| Case 621G Loader | CASE621-5567 | 4,450 | 1 day ago | Overdue |
AI-powered phone calls with natural speech, real-time transcription, tool use during calls, and automatic CRM logging.
Hi, my excavator broke down on the job site. The hydraulic arm isn't responding and I need it fixed as soon as possible.
I'm sorry to hear that. Let me pull up your equipment record and check warranty status right away.
I found your CAT 320 Excavator, serial CAT0320-7842. Good news — it's still under the powertrain warranty through December 2027. I've created a priority work order and our closest field technician can be on-site tomorrow morning at 8 AM. Shall I confirm that appointment?
Ultra-realistic text-to-speech with customizable voices. Callers can't tell they're talking to AI — natural inflection, pauses, and conversational cadence.
While on the phone, the AI can query your DMS, look up warranty coverage, check parts availability, and schedule service appointments — no hold music.
Callers can interrupt the AI naturally. The system detects overlapping speech, stops its response, and lets the caller take over.
Every call is scored automatically — sentiment analysis, resolution tracking, quality metrics, and full searchable transcripts for training and compliance.
After a call, the AI can automatically send a text recap with work order details, appointment confirmation, and a link to your service portal.
Build custom dashboards from natural language. Tables, charts, KPIs, and filters — auto-refreshing from your live data.
This dashboard was built in 30 seconds by telling the AI: "Create an equipment operations dashboard with units sold, service revenue, parts fill rate, open work orders, monthly service revenue chart, and work order status breakdown." The AI generates the queries, creates the components, and wires it to your DMS automatically.
Visual workflow builder with conditions, loops, human approvals, and AI steps. Schedule tasks or trigger them from webhooks.
Automatically monitor equipment hours and service intervals. When a unit approaches its PM threshold, generate work orders, check parts availability, and notify the customer and assigned technician.
When warranty periods are approaching expiration, automatically notify customers with extended warranty offers, generate sales leads for the finance team, and update the DMS records.
Monitor parts inventory levels against reorder points. When stock drops below threshold, automatically generate purchase orders, check OEM pricing, and route high-value orders for manager approval.
Incoming service requests are automatically categorized by equipment type, matched to available technicians based on certification and workload, and routed with priority based on warranty and contract status.
Runs on schedule or on-demand. Workflows can trigger on a cron schedule, via webhook from external systems, or manually from the workflow dashboard.
Build and execute email, SMS, and AI voice campaigns with A/B testing, sequencing, and real-time analytics.
Personalized email with pre-season inspection packages, maintenance specials, and online scheduling
Short text with equipment PM status, booking link, and current parts special pricing
AI calls remaining customers to discuss service needs, schedule appointments, and offer trade-in valuations.
Subject line: "Your {EquipmentModel} is due for spring service" outperformed "{FirstName}, schedule your equipment maintenance"
Full SQL editor for power users, Airtable-like custom tables for everyone, and a universal API connector for any external service.
| Equipment | Status | Contract |
|---|---|---|
| CAT 320 Excavator | Active | Full PM |
| Deere 625BC Dozer | Active | Warranty |
| Polaris RZR Pro | Claim | Extended |
Native integrations with your databases, Google Workspace, telephony providers, and any REST API you point it at.
AI agents that work with Gmail, Sheets, Calendar, and Drive. Send emails, update spreadsheets, schedule meetings — hands-free from chat.
Hi Mike,
This confirms your service appointment for the CAT 320 Excavator (serial CAT0320-7842) scheduled for tomorrow, March 13th at 8:00 AM. Our field technician Jake Martinez will be on-site at your project location.
The hydraulic system inspection is covered under your powertrain warranty through December 2027. I've attached the work order details and a pre-service checklist. If you need to reschedule, reply to this email or call us at (555) 234-5678.
Best regards,
Service Department — Generated by AI Agent
| Date | Customer | Equipment | Service Type | Status |
|---|---|---|---|---|
| 03/12 | Reynolds Constr. | CAT 320 | Hydraulic | Scheduled |
| 03/12 | Martinez Farm | JD 8R 370 | 500hr PM | Complete |
| 03/12 | Hilltop Landscaping | Kubota SVL97 | Track Repl. | Parts Wait |
AI composes and sends emails on your behalf, creates drafts for review, reads incoming mail, and searches your inbox. Perfect for follow-ups triggered by database events.
Ask the AI to export query results to a spreadsheet, update a tracking sheet with today's numbers, or create a new report template — all through chat.
Create events, check availability, and schedule meetings. The AI can coordinate between team members and suggest optimal time slots.
Upload documents, create shared folders, and manage file permissions. Automatically organize reports and exports into the right team folders.
OAuth 2.0 secured. Your Google account connects via standard OAuth — Verdipidy never sees your Google password. Permissions are scoped to only what's needed, and you can revoke access anytime from Google settings.
AI controls a real browser to navigate external portals, fill forms, scrape data, and automate web tasks — with human oversight at every step.
Using computer vision, the AI understands what's on the screen — buttons, forms, tables, text. It navigates web apps the same way a human would, but faster.
Before submitting orders, making payments, or taking destructive actions, the AI pauses and asks for your approval. You see exactly what it's about to do and can approve, modify, or cancel.
Teach the AI once, run it forever. Record a browser task and schedule it to run daily — check parts pricing, pull warranty claim status, or scrape competitor equipment listings.
The Local Agent runs browser automation on your desktop for portals that require VPN or local network access. Cloud mode handles everything else without any install.
Use cases: Order parts from OEM portals, submit warranty claims to manufacturer systems, check competitor pricing on equipment listings, download telematics reports, sync inventory data from auction platforms.
Upload equipment invoices, purchase orders, and warranty claims. AI extracts key data, cross-references records, routes for approval, and updates your systems automatically.
Ask for any report in plain English. The AI generates the queries, builds the visuals, and can schedule them to land in your inbox every morning.
AI Insight: Excavator service revenue is up 18% driven by seasonal construction demand. 12 units have warranty expirations in the next 60 days — recommend proactive outreach for extended warranty offers. Parts fill rate for track assemblies dropped to 78% — consider increasing reorder quantities.
Units in inventory, days on lot, lead conversion rates, margin analysis by model, and trade-in pipeline. Delivered weekly.
Work order completion rates, technician utilization, average repair time, warranty claim recovery, and customer satisfaction scores. Weekly.
Stock levels vs reorder points, fill rate trends, slow-moving inventory, obsolescence risk, and supplier lead time analysis.
Open claims by manufacturer, recovery rates, aging analysis, common failure modes, and warranty expiration forecasts.
Revenue by department (sales, service, parts, rental), gross margin trends, overhead allocation, and budget vs actual by cost center. Monthly.
Just ask. "Give me a report on all equipment with warranty expiring in the next 90 days, broken down by manufacturer and model" — the AI writes the query, runs it, formats the results with charts, and optionally schedules it to repeat weekly.
Push notifications, Slack alerts, and a full mobile-ready PWA so your team stays informed wherever they are.
Browser push notifications for approvals, workflow completions, campaign events, and custom triggers.
Warranty expiration alert:
Send alerts to any Slack channel. Trigger from workflows, campaign events, high-value activities, or custom conditions.
Full platform access from any device. Chat with agents, approve workflows, and check dashboards from anywhere.
Role-based access, MFA, audit logs, encrypted credentials, and full admin control over every AI prompt and tool.
Admin, Manager, and Member roles control who can access equipment data, manage agents, process work orders, and configure integrations.
Two-factor authentication with TOTP apps or hardware security keys. Enforceable at the organization level with grace periods.
All stored credentials, OAuth tokens, and database passwords are encrypted at rest with AES-256-GCM. Zero plaintext secrets.
Every action is logged: who did what, when, from where. Searchable audit trail for compliance and troubleshooting.
Every AI system prompt is visible in the admin panel and overridable per organization. Full control over AI behavior — no black box.
Invite by email, assign roles, manage departments, set custom fields per member. Ownership transfer and member offboarding built in.