TECOBI connects dealership customers, conversations and staff. Requires a TECOBI account. Features depend on store setup, permissions and supported devices.
4.0 updates:
- Dashboard: arrange/save cards, goals, sales pace and queues, supporting records, inbound call playback, appointment filters and AI Impact.
- Pencils: cash/loan/lease editing, target-payment pricing, safer saves/quotes, weight recovery and labeled estimates, PDF controls, blank four-square worksheets and Dashboard pencils.
- Appointments: searchable calendar/lineup, closed-hour shading, visit details, corrected statuses and CSV exports.
- Auto Bot: enabled stores get page-aware customer catch-up, ongoing chat, live voice, optional Hey Auto Bot while open, historical notes, coaching, Go deeper, supporting records, waiting cues and feedback.
- Daily Brief: configured stores can read or listen to a concise sales, AI, appointment, queue, staff and customer-priority recap with supporting records.
- Auto Bots: searchable roster, guided setup, wait presets, testing/settings and Specials.
- Messaging: Text/Email/Note tools, attachments, emoji/GIFs, saved replies, inventory lists and Pause; clearer bubbles/calls/dates, teammate read/view markers, internal reactions, scrolling and dictation.
- Email: dealership branding, subjects/signatures, vehicle/finance/media/document cards, secure file links and sent-email previews.
- Videos: Account/My Videos, public YouTube/Drive imports, editable titles/upload progress, blast/preset videos and recipient watch time/sections/sessions/alerts.
- Documents: guided setup, field mapping, packages, signed-document viewing and 20 templates, including We Owe, delivery, test drive, trade, insurance, receipts and English/Spanish FTC Buyers Guides.
- Credit: clearer applications/Soft Pulls, confirmed Dealertrack results and RouteOne submissions/decisions. Bank sending requires approved setup.
- Inventory/Trades/Desk Logs: vehicle/customer cards, sorting/date filters, visit totals, notes/details and unwind dialogs.
- Reminders/Notifications: searchable grouped inboxes, quick reminder times, unread/mention filters, mark-all-read, accurate badges, video announcements and recovery.
- Reports: charts/filters, searchable My Activity/Team Activity, completed Needs Calls and business-hour call wait, optional CSV emails and separate New Leads/Submissions when capture is enabled.
- Users/Surveys/Settings: searchable layouts, per-store job titles/lead preferences, VIN/price/vehicle-link inserts and optional returning-lead/appointment-status call flags.
- New Lead/Walk-in: clearer forms, address suggestions that keep suite details, existing-customer results and recovery after canceled ID scans.
- Navigation: collapsible menus, saved customer-panel preferences and improved light/dark layouts and keyboard clearance.
- Training/Tickets/Monitor: readable lessons/quizzes, ticket priorities/replies and searchable live activity.
- API Access: scoped read-only integration tokens, request audits, public AI guide, phone lookup and pagination.
- Store Transfers: approved stores preserve permitted history/opt-outs and stop the original store's follow-up.
- CRM: better ELead/Fortellis/VinSolutions sync, first-price proof for connected ELead stores, acquisition routing and staff handoffs.
- Customer links: mobile forms, Canadian phone validation, newest-year inventory, iPhone video fullscreen, branding and secure pencil previews. Connected website voice/chat uses verified vehicle cards and enabled form suggestions.
- Mobile/sign-in: quieter loading, offline/retry/upload/audio states, update recovery, notification settings/calendar controls, email/text security-code choice, autofill and recovery/invitations.
- Optional sign-in: Face ID/Touch ID in the new iOS app; desktop passkeys and password/security-code recovery.
- Eligible mobile actions: notification replies when biometrics are disabled; app-icon Create Lead/Scan Driver's License shortcuts.
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