Pilot Request

Request a custom live integration pilot.

Provide your target integrations, playbook templates, and compliance constraints to begin custom scope configuration.

Pilot fit

Qualify the right integration pilot.

Guardrail

Sales teams, dealership operations, or marketing agencies seeking live-call data sync capabilities.

Guardrail

Real-time CRM stack-mapping, DMS inventory specs lookup, or SEO/CPC site audit pitching.

Guardrail

Reps access relevant specifications while the call is active, with scorecards for playbook execution and next-step quality.

Guardrail

Pilot scope includes processing expectations, retention settings, and buyer-approved access controls before live use.

Good first-fit pilots

Dealerships wanting to reduce manual lot availability and appraisal lookups mid-call.
Agencies seeking to query live CPC metrics and search impressions during client audits.
Sales teams looking to automate objection handling and CRM stack discovery live.

Data Governance

In-memory processing options: streams can be analyzed live under the buyer-approved pilot policy.
Opt-in disclosures: consent language templates are prepared for the buyer's legal and policy review.
Role-based access: security logs and coaching metrics are restricted to authorized admins.

Technical scoping: confirm your integration endpoint, database tables, and target workflow metrics.
Playbook configuration: translate your playbook logic, objection rules, and specification queries into custom triggers.
Synthetic simulation: run a dry-run demo with synthetic data to check query latency and suggested responses.
Data governance review: confirm consent language, access controls, processing expectations, and retention windows.
Scorecard kickoff: launch with a narrow team under defined performance metrics before any expansion decision.