Free OpenClaw Skill for Auto Dealerships: BDC and Service Drive Agent (Download)

What this skill does for your auto dealerships

• Drafts the internet lead BDC cadence (12 min, 1 hr, 24 hr, 72 hr, 7 day) ingested via ADF-XML from CDK Global, Reynolds & Reynolds, VinSolutions, or DealerSocket.
• Builds the F&I menu prep packet: vehicle deal sheet, service contract options, gap insurance, paint and fabric, prepaid maintenance, with the customer's payment range pre-baked.
• Runs the service drive workflow: appointment confirmation, multi-point inspection photo and video delivery via MPI, recall lookup against NHTSA VIN data, declined-service recall.
• Maintains FTC CARS Rule compliant outbound: no bait-and-switch pricing, full add-on disclosures, no military or first-responder discount misrepresentation.
• Tracks the salesperson-to-deal handoff with per-sales-rep cadence and BDC manager exception routing.

What's inside this OpenClaw skill

The full file you download, indexed below for search engines and for operators who want to read before they install.

---
name: dealership-bdc-and-service-agent
description: Internet lead BDC cadence via ADF-XML, F&I menu prep, service drive multi-point inspection delivery, NHTSA recall capture, and FTC CARS Rule compliant outbound for franchise and independent auto dealerships. Integrates with CDK Global, Reynolds & Reynolds, VinSolutions, DealerSocket.
version: 1.0.0
author: OpenClaw Consult (Adhiraj Hangal)
license: MIT
url: https://openclawconsult.com/skills/auto-dealerships
---

# OpenClaw Skill: Auto Dealership BDC and Service Drive Agent

## Overview

This skill turns the OpenClaw agent into the BDC operator and service drive
support for a franchise or independent auto dealership. It owns the
12-minute internet lead acknowledgment benchmark, F&I menu prep, service
drive recall capture, multi-point inspection delivery, and FTC CARS Rule
compliant outbound.

Designed for single-rooftop and multi-rooftop stores running CDK Global,
Reynolds & Reynolds, VinSolutions, DealerSocket, or Auto/Mate. ADF-XML is
the lead-feed standard the skill consumes.

## What this skill does

1. Internet lead BDC cadence (12 min, 1 hr, 24 hr, 72 hr, 7 day)
2. F&I menu prep packet build per customer deal structure
3. Service drive appointment confirmation and write-up support
4. Multi-point inspection photo and video delivery to customers
5. NHTSA VIN recall lookup and declined-service recall capture
6. FTC CARS Rule compliance scan on outbound advertising and disclosures

## Triggers

```yaml
triggers:
  - type: heartbeat
    schedule: "0 8 * * *"           # Daily 8am
    action: bdc_morning_queue_review

  - type: heartbeat
    schedule: "0/15 8-20 * * *"     # Every 15 min during BDC hours
    action: ingest_adf_xml_feed

  - type: heartbeat
    schedule: "0 7 * * *"           # Daily 7am
    action: service_drive_recall_lookup

  - type: on_event
    event: adf.lead_received
    action: enter_bdc_cadence

  - type: on_event
    event: dms.appointment_scheduled
    action: draft_appointment_confirmation

  - type: on_event
    event: dms.mpi_completed
    action: draft_mpi_customer_delivery

  - type: on_event
    event: dms.deal_in_finance
    action: build_fi_menu_packet
```

## Workflow: internet lead BDC cadence

When an ADF-XML lead arrives from AutoTrader, Cars.com, the dealer website, or the manufacturer's lead feed, the agent:

1. Parses the ADF for vehicle of interest, trade-in mention, financing comment, lead source
2. Tags the lead by intent: ready-buyer, trade-in-shopper, credit-challenged, repeat-shopper, out-of-market
3. Drafts the 12-minute acknowledgment with the specific vehicle of interest and an open-ended next-step question
4. Drafts the 1-hour follow-up with two-three appointment options
5. Drafts the 24-hour follow-up with a video or a competitive cross-reference if the lead implied price-shopping
6. Drafts the 72-hour follow-up and the 7-day re-engagement
7. After 7 days, moves the lead to a 30/60/90-day reactivation cadence keyed to the original vehicle interest

The 5-minute response benchmark is the industry's J.D. Power Internet Lead benchmark. Most dealers miss it. The skill defends it.

## Workflow: F&I menu prep

When a deal enters the finance office, the agent builds the F&I menu prep packet in seconds:

- Vehicle deal sheet recap (price, trade allowance, money down, term, APR if available)
- Customer payment range based on the deal structure
- Available product menu:
  - Service contract (manufacturer VSC, GWC, Zurich, JM&A, EasyCare)
  - GAP insurance
  - Paint and fabric protection
  - Tire and wheel
  - Prepaid maintenance
  - Theft deterrent (Etch, LoJack)
- Per-product price points within the customer's payment range
- Customer-specific notes from the BDC conversation that might inform F&I (long commute, family vehicle, high-mileage history, lease-end strategy)

The F&I manager presents the menu. The skill makes the packet ready.

## Workflow: service drive

When a service appointment is scheduled, the agent:

1. Drafts the appointment confirmation with date, time, advisor name, drop-off versus wait, what to bring
2. Day-before reminder
3. Day-of arrival logistics

When the technician completes the multi-point inspection in the DMS, the agent:

1. Pulls the MPI photos and video from the DMS
2. Drafts the customer-facing delivery with the photos, the recommended services from the technician, the advisor's note
3. Routes to the advisor for one-touch send

When the customer declines recommended service, the agent:

1. Logs the declined items to memory
2. Adds the customer to a 30/60/90-day decline-recall cadence with the specific service offered at a competitive labor rate
3. Surfaces recall-eligible vehicles for free-repair conversation

## Workflow: NHTSA recall capture

Every morning the agent runs the day's service appointments against the NHTSA VIN lookup. For each vehicle:

- Open safety recalls (Takata airbag, ignition switch, fuel system, etc.) are flagged
- Open non-safety service campaigns are flagged
- The advisor's customer-facing note is drafted with the recall coverage so write-up conversation includes it

Most dealerships capture recall labor that would otherwise sit on the parts shelf, which improves declined-service conversion and customer trust.

## Workflow: FTC CARS Rule compliance scan

Every outbound message and every advertised price is scanned against CARS Rule requirements:

- Advertised price must be the total cash price; no add-on price omission
- Optional add-ons must be disclosed as optional with clear pricing
- Military and first-responder discounts must be available and not used as a bait
- Required disclosures on deal documents (title, registration, electronic title fee) must appear
- No fake or unauthorized add-on charges (theft etch overcharge, paint sealant duplicate-billing)

The skill flags potential CARS violations before send. Dealer-side compliance review still owns the final call.

## Message templates

```yaml
templates:
  bdc_12_minute_acknowledgment:
    body: |
      Hi {customer_first_name},

      Thanks for reaching out about the {year} {make} {model} {trim}. I have
      that {trim_or_color_detail} on the lot right now. Two quick questions to
      get you set up:

      1. Are you looking to test drive this week or next?
      2. Any trade-in to factor in?

      Reply back or grab a slot here: {appointment_scheduling_link}

      {bdc_first_name}, {dealership_name}

  bdc_1_hour_followup_with_slots:
    body: |
      Hi {customer_first_name},

      Following up on the {vehicle_short_description}. To make this easy, three
      open slots:

      {slot_1}
      {slot_2}
      {slot_3}

      Pick whichever works and I will hold it for you. The {trim_or_color}
      tends to move fast, so happy to lock something in.

      {bdc_first_name}

  fi_menu_packet:
    body: |
      Deal: {customer_last_name} on {year} {make} {model}
      Sale price: {sale_price}
      Trade allowance: {trade_allowance}
      Money down: {money_down}
      Term: {term_months} at {apr}
      Customer payment range: {payment_range}

      Suggested F&I menu options at this payment range:

      VSC ({vsc_provider}):
        - {vsc_option_1}: +{vsc_option_1_payment}/mo
        - {vsc_option_2}: +{vsc_option_2_payment}/mo

      GAP ({gap_provider}): +{gap_payment}/mo
      Paint and fabric: +{paint_fabric_payment}/mo
      Tire and wheel: +{tire_wheel_payment}/mo
      Prepaid maintenance: +{maintenance_payment}/mo

      BDC notes from conversation:
      {bdc_notes_for_fi}

  service_appointment_confirmation:
    body: |
      Hi {customer_first_name},

      Confirmed for {appointment_date} at {appointment_time} with
      {advisor_first_name}. Plan to be {drop_off_or_wait}. Bringing it in for:

      {services_scheduled}

      Quick heads up: your {vehicle_short} has an open recall ({recall_name}).
      We can take care of it at the same visit, no charge. Want us to add it?

      Reply yes / no.

      {dealership_name} Service

  mpi_customer_delivery:
    body: |
      Hi {customer_first_name},

      Quick update on your {vehicle_short}. We finished the multi-point
      inspection. Photos and video here: {mpi_link}

      Recommendations from the technician:

      Green (good): {green_items}
      Yellow (heads-up): {yellow_items}
      Red (recommended): {red_items}

      Want to authorize any of the yellow or red items today? Reply with
      which ones and {advisor_first_name} will get them going.

      {dealership_name} Service
```

## Memory keys

```yaml
memory:
  - key: dealership.lead_profile[{lead_id}]
    description: Internet lead profile and BDC stage
    schema: { source: string, vehicle_interest: string, trade_in: bool, credit_signal: string, cadence_stage: string }

  - key: dealership.customer_profile[{customer_id}]
    description: Sales + service customer memory
    schema: { vehicles_owned: [vin], last_sale: date, last_service: date, declined_services: [string], open_recalls: [string] }

  - key: dealership.appointment_state[{appointment_id}]
    description: Service appointment state and MPI delivery
    values: [confirmed, checked_in, mpi_complete, delivered_to_customer, complete]

  - key: dealership.fi_packet_state[{deal_id}]
    description: F&I menu prep packet build status

  - key: dealership.compliance_scan_log
    description: CARS Rule scan log per outbound message
```

## Required integrations

| Integration                   | Purpose                                       | Read | Write    |
|-------------------------------|-----------------------------------------------|------|----------|
| CDK Global                    | DMS: leads, deals, service, MPI               | yes  | optional |
| Reynolds & Reynolds           | DMS                                           | yes  | optional |
| VinSolutions                  | CRM                                           | yes  | optional |
| DealerSocket                  | CRM                                           | yes  | optional |
| ADF-XML lead feed             | Internet lead ingest                          | yes  | no       |
| NHTSA VIN API                 | Recall lookup                                 | yes  | no       |
| Twilio (or similar)           | SMS                                           | no   | yes      |
| Email provider                | Outbound email                                | no   | yes      |
| OpenClaw Memory               | Cross-run state                               | yes  | yes      |
| OpenClaw Heartbeat            | Scheduled cadences                            | yes  | yes      |

Write-back to your DMS / CRM starts disabled. Most dealerships prefer the BDC
manager to commit disposition changes manually. Once trusted, flip write
access on for low-risk fields (cadence stage tags, MPI delivery log).

## Compliance notes

For the FTC CARS Rule: the skill ships a compliance scanner that runs on
outbound advertising and disclosures. It does not replace dealer-side
compliance review. The scanner flags:

- Advertised price omitting required add-on charges
- Optional add-on language that does not make optional status clear
- Military, first-responder, or student discount claims that lack the
  required substantiation language
- Deal-document language that conflicts with required CARS disclosures

For TCPA and state-level SMS regulations: the skill respects opt-in status
on every customer profile and includes opt-out language on outbound SMS.

For state-level lemon law and recall response: the skill does not handle
lemon law claims; those route to the dealer's GM. The skill does surface
NHTSA recall coverage so customers see the free-repair option at write-up.

## Configuration

```yaml
config:
  dealership_name: "Your Dealership Name"
  dms: cdk                              # or "reynolds", "auto_mate"
  crm: vinsolutions                     # or "dealersocket", "elead"
  manufacturers:
    - ford
    - chevrolet
  bdc_first_name_pool:
    - "Jamie"
    - "Sam"
    - "Alex"
  approval_mode: bdc_manager_approves_all  # or "autonomous_after_2_weeks"
  fi_products:
    vsc_provider: gwc
    gap_provider: zurich
    paint_fabric: yes
    tire_wheel: yes
    prepaid_maintenance: yes
  cars_rule_compliance: enabled
  recall_capture_enabled: true
  cadences:
    bdc_internet_lead: [12min, 1h, 24h, 72h, 7d, 30d_reactivation]
    declined_service: [30d, 60d, 90d]
```

## Quick install

```bash
mkdir -p ~/.claude/skills
mv auto-dealerships.md ~/.claude/skills/dealership-bdc-and-service-agent.md
# Edit the config block to match your store
```

Launch OpenClaw and the skill is live. Run `bdc morning queue review` or
`compile mpi deliveries` to invoke it on demand, or wait for Heartbeat.

## Want it wired to your stack?

This SKILL.md is the starting point. If you want it plugged into your specific
DMS, manufacturer lead feed, F&I product slate, and store BDC voice on a
fixed-price two-week clock, the door is at
https://www.adhirajhangal.com/work

Install in 60 seconds

1. 1

   Drop the file into your OpenClaw skills directory

   Save the downloaded auto-dealerships.md as ~/.claude/skills/dealership-bdc-and-service-agent.md. OpenClaw picks up new skill files on next agent launch.

2. 2

   Connect your DMS and CRM

   Edit the integrations block to connect CDK Global, Reynolds & Reynolds, VinSolutions, or DealerSocket. The skill reads ADF-XML lead feeds and DMS appointment exports. Read-only is enough to start. Write-back to the CRM for tag and disposition updates is optional once you trust the agent.

3. 3

   Launch in approval mode, validate two weeks, then flip BDC templates to autonomous

   Start with the BDC manager approving every outbound message for two weeks. The skill defaults route anything that touches a final price, a trade-in valuation, or an F&I product pricing question to a human. After validation, flip the standard 12-minute lead acknowledgment, the appointment confirmation, and the multi-point inspection delivery templates to autonomous.

Example conversation

Common questions

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